JD Logistics, Coupang and Entry Barriers That Even Tech Can’t Breach (Asia Tech Strategy – Daily Lesson / Update)

Competitive moats (i.e., structural advantages) tend to be viewed as one thing. But it is usually two. And it is helpful to view it this way when looking at the impact of various digital tools. Here is how I separate it. Competitive advantages Barriers to entry and other soft advantages See the green part below. […]

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Don’t Go Gaga Over Shein’s “Ultra-Fast Fashion” Model. It’s Mostly a Low-Priced DTC Apparel Story. (Asia Tech Strategy – Daily Lesson / Update)

Take-Away 1: Chinese ecommerce company Shein is reaching Amazon-level downloads in the US. With similar numbers reported in other countries. And possibly 100% annual revenue growth, reaching $10B in 2020. Something important is going on in US-China ecommerce. Take-Away 2: With reports of +1,000 new products being added to Shein every day, there is a […]

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JD and Competitive Advantages vs. Entry Barriers in China Retail (Daily Lesson – Jeff’s Asia Tech Class)

A final short discussion about this week’s lecture / podcast on JD vs. Alibaba. And how they compete on different factors. The talk is located here: JD vs. Alibaba: How Retailers and Marketplace Platforms Compete and Evolve in China (Jeff’s Asia Tech Class – Podcast 18) I expanded on this in yesterday’s Daily Lesson, where […]

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