This week’s podcast is about Dingdong, a specialty ecommerce player in China focused on fresh groceries. It has gone public while still operating profit negative – but brings to mind a similar situation with Meituan at IPO.
You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.
—–—
Related articles:
- Should Vipshop Build a Logistics Network Like JD? (Jeff’s Asia Tech Class – Podcast 7)
- The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)
From the Concept Library, concepts for this article are:
- Purchasing Economies
- Economies of Scale – Geographic Density
- Explore and Exploit
From the Company Library, companies for this article are:
- Dingdong
I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
