Mercado Libre vs. Magazine Luiza / Magalu in Brazil is an Awesome Strategy Question (Tech Strategy – Podcast 147)

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. […]

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Alibaba’s 3 OMO Lessons for Brazil’s Magalu (2 of 2) (Tech Strategy – Daily Article)

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 […]

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3 Questions Will Determine the Future Value of Mercado Libre (Tech Strategy – Daily Article)

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 […]

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How AB InBev and Zé Delivery Are Changing Ecommerce in Beverages (Tech Strategy – Podcast 139)

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, […]

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