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Wire: June 2, 2021

BRANDS

Etsy buys Depop for 1.6 billion dollars to reach Gen Z

Etsy announced it would acquire Depop for 1.625 billion dollars in a mostly cash deal, according to reporting in Vox and the Wall Street Journal, betting that the London-founded, Gen Z-heavy resale app could extend Etsy beyond handmade goods. The deal landed at the peak of pandemic-era resale enthusiasm, when tech valuations were soaring and secondhand was reframing itself as the future of fashion retail.

The price would look very different in hindsight. Five years later Etsy sold Depop to eBay for 1.2 billion dollars, a reminder that buying into a hot category at the top carries its own bill.

PLATFORMS

Vinted raises 250 million euros at a 3.5 billion euro valuation

Vinted raised 250 million euros, about 303 million dollars, in a Series F led by EQT Growth at a 3.5 billion euro pre-money valuation, according to Reuters. The Lithuanian company, which became the country’s first unicorn in 2019, was now the largest consumer-to-consumer secondhand marketplace in Europe by users.

Vinted’s model was the mirror image of the luxury consignors: no seller fees, enormous listing volume, and a bet that scale and habit would win the mass tier. The strategy would carry it to a 9 billion dollar valuation and profitability within a few years.

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