A Pinterest acquisition would add social commerce to PayPal’s super app. Plus, demand for Crocs is significantly higher than its supply because of pandemic-related shutdowns, and investors eye D2C apparel retailers.
Data:
70%: Share of Crocs’ 2021 production based in Vietnam factories.
17%: Compound annual growth rate required for Crocs to hit $5B in revenue by 2026.
$45B: Pinterest’s valuation in reported acquisition talks with PayPal.
200%: Growth in the past year of the number of users shopping on Pinterest.
10%: Share of consumers who have placed multiple online orders per day for products or services.
