About You x Zalando? Markets consolidate redundancy

21 Dec 2024 · 1 min

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In this brief commentary, the speaker reflects on the recent market dynamics involving the loss of a challenger, likely referring to the partnership or competition between About You and Zalando. He argues that markets naturally consolidate redundant players, and that the ease of this consolidation was due to insufficient differentiation in the competing propositions. The speaker suggests that stronger differentiation might have prevented the consolidation, but ultimately views market self‑cleaning as an inevitable and unavoidable process, rendering any opposition to it futile.

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So from a market perspective, I agree, you know, we're losing a challenger. But at the same time, you know, it's what markets do. They consolidate redundancy. This was redundant enough to be consolidated. You know, had the propositions been more differentiated, maybe this would not have been so easy. Yeah. So that's, you know, and it's kind of, pointless to argue against that. That's the nature of a market. It cleans itself to some extent.