Zulily’s IPO filing S-1 Analysis

A very thorough analysis of Zulily and their recent S1 filing to go public.

What makes Zulily stand-out relative to others is that it appears (at least in the Q1 2011 customer cohort) that average spend per customer per year does not decline on an annual basis. Like I said, this is a unique positive characteristic and one that is rarely seen in any ecommerce business

via My reaction to Zulily’s IPO filing and Flash Sales explained | #LongLA.