In Part 1, I teed up a couple of related digital concepts: Personalization. A good example of this is Shein. They are taking personalization further up the supply chain to product development. This, in theory, can become the “market of one”. Economies of Scope (vs. Scale). Good examples here are Unilever and Sony. Improving the […]
Last week, I was giving a talk in Shanghai about the digitization of manufacturing. And how this is creating a data ecosystem that connects consumers, retailers, logistics and manufacturing. This is something that Alibaba has been focused on with New Manufacturing. Their XunXi project is about being able to respond in real time to changing […]
Key concepts for this article: DOB2: Never-Ending Customer Improvements and Personalization Economies of Scale: Geographic Density (CA13) *** As mentioned in Part 1, I recently visited Zé Delivery in Sao Paulo and toured their growing facilities with CEO Rudolfo Chung. Zé Delivery is a Brazilian beverage delivery app launched by global beer giant AB InBev. […]
I recently met with Rodolfo Chung, CEO of rapidly rising Zé Delivery in Brazil. This is a beverage delivery service that was launched by AB InBev right before Covid – and then took off like a rocket during the lockdown. Basically, it’s a mobile app that lets you order any of 500 SKUs for beer, […]
Uncover the three significant digital shifts revolutionizing the retail and ecommerce sectors in this comprehensive podcast by Jeffrey Towson. This episode offers a deep dive into these transformative changes and what they mean for the industry’s future. If you’re passionate about retail and ecommerce, this insightful discussion is a must-read.
So much of the discussion about enterprise software and services is about the giants who dominate. Think Microsoft, Salesforce, etc. But what about the smaller, specialty plays? Which of the specialty enterprise companies will be viable long-term? That is the question I am interested in. In Podcast 108, I spoke about Tuya, which is a […]
B2B and enterprise software / services is a big, new frontier in digital China / Asia. It is far behind the West but it’s an area a lot of venture capitalists have been focusing on. There is the argument that the B2C story of the past 10 years is fading. I don’t really buy that. […]
Singles’ Day is not just about e-commerce. It is also about user-facing innovation, such as live-streaming, metaverse, and NFTs. It is also about merchant-facing innovation, such as R&D and financing. And it is also about physical assets, such as supply-side scale and building a barrier to entry.