Jeff Towson discusses three strategy questions for Magazine Luiza (Magalu) in Brazil in this podcast. These questions include how to compete with Amazon, how to expand into new markets, and how to build a strong brand. Listen now to learn more!
Category Archives: Ecommerce
Alibaba, Amazon and the Power of Externalizing Capabilities (Tech Strategy – Daily Article)
I’ve mentioned externalizing capabilities as a strategic move many times. I thought I would detail that out. It’s common strategy in digital business models. And it has been very effective at Alibaba and Amazon in particular. Several years ago, I summarized the evolution of Alibaba’s platform business models in 7 graphics. The Rise of Alibaba […]
Amazon Has a Winning Long-Term Strategy. Amazon Prime and Netflix Don’t. (1 of 2) (Tech Strategy – Daily Article)
I’ve discussed Amazon’s basic business model in an article and podcast. What Amazon Should Copy from Alibaba and Pinduoduo (Tech Strategy – Podcast 124) Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article) And I basically argued that I look for 3 things in this type of […]
What Amazon Should Copy From Alibaba and Pinduoduo (Tech Strategy – Podcast 124)
Amazon can learn a lot from Alibaba and Pinduoduo in terms of how to improve its consumer experience. Alibaba has integrated its ecommerce products with entertainment, payment, credit, and wealth management products, while Pinduoduo has focused on social commerce and group buying. Amazon could benefit from adopting some of these strategies in order to stay ahead of the competition.
7 Things Everyone Is Getting Wrong About Alibaba Singles’ Day (Tech Strategy – Podcast 107)
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.
Ozon Holdings and the Russia Ecommerce Growth Question (Tech Strategy – Daily Article)
A subscriber suggested I look at Russian ecommerce company Ozon Holdings (OZON). It’s outside of Asia Tech Strategy, but I thought it was an interesting company. And it raises an important question about why some countries develop so much faster than others in ecommerce. And that is really the key question for Ozon going forward. […]
How Pinduoduo Grew So Fast. And What’s Next. (Tech Strategy)
Pinduoduo’s explosive growth stems from its innovative digital transformation strategy, leveraging social commerce and group buying. Digital strategy consultant Jeffrey Towson breaks down the key tactics that propelled the platform ahead of competitors. The article also explores what’s next for Pinduoduo in the evolving Asian tech market.
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Pinduoduo, Etsy, and OTC: How Specialty Ecommerce Can Thrive Against the Giants. (Tech Strategy – Podcast 97)
In this podcast, Jeffrey Towson discusses how specialty ecommerce companies can thrive against the giants. He identifies five key factors for success: differentiated user experience, competitive logistics, strong competitive advantage, clear path to operational cash flow, and avoidance of markets and situations that are attractive or strategic for the major ecommerce companies. He argues that specialty ecommerce companies can succeed by focusing on specific niches and providing a superior user experience.
Etsy and How to Predict the Winners in Specialty Ecommerce (Tech Strategy)
Given the political shake-up in China tech, I’ve been shifting my focus to smaller companies that: Are not of a size that puts them on the radar for anti-trust regulation. Will benefit from government constraints on the giants. So I’ve recently written about NetEase, the #2 player in gaming in China. Is NetEase a Buying […]
Can Foodpanda / Delivery Hero Get to Profitable Scale in On-Demand Food? (Tech Strategy)
There are a lot of interesting ecommerce plays at the intersection of food and on-demand services. Meituan, GoJek, Grab and Dingdong to name a few. I recently wrote about how Dingdong was doing on-demand fresh produce as a specialty ecommerce play. Dingdong vs. Oriental Trading: How to Spot the Specialty Ecommerce Winners (1 of 2) […]