Here’s my top 5 eCommerce Predictions for 2023:
1.) The operating environment will be less unforgiving than it was in 2022. This year will be better. Couldn’t be much worse right?
2.) Capital will remain scarce for D2C venture stage deals and valuations will stay low.
3.) The rich will get richer. Best-in-class operators with profitable models will keep crushing it. BlendJet and Portland Leather Goods are just a few examples.
4.) The steaming wars between Klaviyo and Attentive will get intense, but Klaviyo comes out on top!
5.) Consumer demand will rise and Shopify stock will close 50% higher than it was in December 2022.
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