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. […]
This week’s podcast is about two leading and well run ecommerce companies in Brazil: Magazine Luiza / Magalu and Mercado Libre. Both companies have compelling but different business models. You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts. Here is the link to the Asia Tech Tour. […]
Jack Ma coined the term “new retail” in China in 2016. The idea was to merge the physical and digital assets of retail into one seamless, data-driven customer experience. Really, his term “new retail” was about online-merge-offline (OMO), a phenomenon we can see in lots of industries. Under the banner of new retail, Alibaba made […]
I recently visited Mercado Libre’s headquarters outside of Sao Paolo and had some interesting discussions with management. It was a great visit and Mercado Libre is really an interesting company in terms of strategy. The core ecommerce business is what you would expect for a large regional, multi-country marketplace. And the expansion from ecommerce into […]
This week’s podcast is about AB InBev’s rapidly rising beverage delivery service Ze Delivery. I visited the facilities and spoke with CEO Rudolfo Chung. It’s a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here is one of the dark kitchens. ——– Related articles: Why I Really Like Amazon’s Strategy, […]