5 Disruptor Brands Making Waves in eCommerce

Your weekly download of the major happenings in the world of eCommerce and Digital Marketing - in one quick bite.

With the ever-changing economic and social landscapes brought forth by the coronavirus pandemic, companies have been pushed to venture beyond the familiar and find new ways to not just survive, but to thrive. This week’s Quick Bite highlights exciting changes made with strategic expansion in mind.



California-based online fashion marketplace, Poshmark Inc. (POSH), went public Wednesday with 6.6 million shares priced at $42 for their IPO. The social marketplace brought in $192.8 million in revenue in the first three quarters of 2020 alone resulting in a $20.9 million profit, a 28% increase from the same period the year before.

Poshmark noted that the company has benefited from the surge in demand created by the coronavirus lockdown as shoppers must turn to online retailers for both essential and nonessential goods. When asked about the post-pandemic landscape, CEO Manish Chandra replied, “We see people actually going to events, going to offices, actually participating in the world as an accelerant, because 45% of the items we sell are apparel. That’s really something that’s not seen that level of excitement as it will be when we actually interact in the physical world.”

Poshmark, boasting over 31.7 million active users, finished its first day of trading with a $7 billion valuation (+142%), making it a name for itself again as the next big thing in e-commerce and retail. 




The natural household goods retailer closed out a $125 million funding round recently with high-profile investors including Counterpoint Global at Morgan Stanley, Sculptor, Nextview, and Glynn. The new addition of funding to it’s raised $436 million brings Grove Collaborative to a $1.32 billion valuation.

Grove Collaborative seeks to leverage this funding to continue their work in zero waste product innovation and expand into new categories including clean beauty while expanding their Beyond Plastic line. Since its establishment in 2016, the 2020 Safer Choice Partner of the Year award winner has been committed to both raising awareness and investing in bettering environmental protection and sustainability. The company aims to become 100% plastic-free by 2025.




Following a tumultuous year of negotiations, abandoned deals, legal battles, and renegotiations, LVMH agreed to purchase Tiffany & Co. for $15.8 billion -- a 2.6% discount from the original deal price of $16.2 billion. 

Despite a 37% revenue drop in the first half of 2020, the American jeweler is still viewed as a strong addition to LVMH’s portfolio. GlobalData Managing Director Neil Saunders comments, "Overall, the numbers are justification that Tiffany's underlying strategy is working well and show that LVMH is not inheriting a poorly performing brand, but rather one that is on a solid trajectory."

The luxury conglomerate hit the ground running with their newly appointed authority by making crucial changes to Tiffany & Co.’s executive and creative leadership.

  • Anthony Ledru, VP of Global Commercial Activities, replaces Alessandro Bogliolo as CEO.
  • Alexandre Arnault leaves Rimowa to lead Tiffany’s product and communications.
  • Michael Burke, Chairman and CEO of Louis Vuitton, will chair Tiffany & Co.’s board.
  • Also leaving, Chief Artistic Director Reed Krakoff and Chief Brand Officer Daniella Vitale.




Oatly is looking to go public later this year with an IPO that could hit the $1 billion mark with the enlisted help of Morgan Stanley, JPMorgan Chase, and Credit Suisse. The popular oat drink company is backed by illustrious investors from former Starbucks Chairman and CEO Howard Schultz and Jay-Z’s entertainment company Roc Nation to Oprah and Natalie Portman. Oatly expected to have brought in $400 million in 2020, doubling their earnings from 2019.

The Sweden-based company’s anticipated IPO is a nod to the booming health & wellness industries and the steady rise of vegan products and lifestyle. Just last year, Starbucks added Oatly to its permanent menu. The reign of oat milk is here to stay.




Bark, best known for their pet subscription boxes BarkBox and Super Chewer, entered into an agreement with publicly-traded special purpose acquisition company, National Star Acquisition Corp. The deal, expected to be completed by Q2 of 2021, values Bark at $1.6 billion and will be traded on the New York Stock Exchange under the ticker symbols, BARK.

Through this deal, Bark will be able to "accelerate our ability to scale the BARK platform worldwide, add joy to the millions of dogs and families who love our products through our monthly subscription service and grow our omni-channel distribution,” says Founder and Executive Chairman, Matt Meeker.

The pet brand has more than 1 million monthly subscribers and is projected to bring in $365 million in revenue and approximately $221 million in gross profit.




Byte, a privately owned clear aligner provider, was acquired by Dentsply Sirona Inc. (XRAY) in an all-cash deal valued at $1.04 billion. This deal is expected to boost adjusted per-share earnings by 5 cents in 2021 and generate revenue of more than $300 million combined with their SureSmile business by the end of the year.

Dentsply Sirona CEO Don Casey said, “We are excited to take the next step in our evolution by bringing Byte into our organization. We have been pleased with the growth of our SureSmile clear aligner business and we are confident that adding the innovative platform of Byte adds scale for us in the important clear aligner market.”


CareerTu Research is a knowledge-sharing platform focused on empowering brands by providing valuable eCommerce and Digital Marketing news, insights, and trends. Follow along and subscribe to our weekly ‘Quick Bites’ where we feature innovative brand disruptors making waves in the world of eCommerce.