Dingdong, Grab and the Struggle for Profits in Ecommerce Services (Tech Strategy – Podcast 156)

In this comprehensive analysis, Jeff Towson delves into the ongoing struggle for profitability faced by leading eCommerce companies such as Grab, Dingdong, Meituan, Didi, GoJek, and iFood. Highlighting recent business model shifts, he discusses the newfound strategies these companies have adopted to strive for profitability. A major focus is placed on the crucial concept of geographic density, underlining its role as a significant type of economies of scale in the eCommerce industry.

How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (1 of 2) (Tech Strategy – Daily Article)

In the past month, two Chinese ecommerce companies focused on on-demand grocery ecommerce have announced they reached operating profitability in 2022. The two companies are Freshippo (i.e., Alibaba) and Dingdong (i.e., Maicai), both of which I have written about previously. They are both innovative business models focused one of the last subsectors for ecommerce, which […]

Dingdong vs. Oriental Trading: How to Spot the Specialty Ecommerce Winners (1 of 2) (Tech Strategy – Daily Article)

Softbank-backed Dingdong and Tencent-backed Missfresh have both gone public, to minimal investor enthusiasm. Both companies were launched: To solve the difficulties of selling perishable and difficult to transport groceries online. To tackle some of the pain points for both Chinese families and farmers. To capture a massive opportunity. And to get to operating profitability. They […]