Episode 244: The Rise and Fall of Aggregators with Michal Oron of Fortunet

Scott Needham interviews Michal B. Oron, the CEO and Co-Founder of Fortunet.net, the first investment bank focused on e-commerce businesses. They discuss the rise and fall of aggregators in the Amazon marketplace, the diversification of acquirers, and the importance of benchmarking for Amazon sellers. They also explore key metrics such as ACOS (Average Cost of Sale), repeat customer rate, market share, and the Inventory Performance Index (IPI). Michal shares insights into how these metrics impact the attractiveness and potential of a business. Overall, they are optimistic about the market and see a growing appetite for deals in the e-commerce space. Episode Notes: 01:05 - Michal Introduction 01:30 - The Rise and Fall of Aggregators 04:05 - Benchmarking 07:50 - Understanding ACOS 11:20 - Repeat Customer Rate 17:00 - Market Share 19:00 - The Significance of Market Share 20:55 - Inventory Performance Index (IPI) Website: https://fortunet.net/ LinkedIn: linkedin.com/in/michal-baumwald-oron-9b604620 Related Post: Thrasio vs Perch: Which Amazon Aggregator Is Right for You?