Shein Is Low-Priced DTC Apparel at the Speed of Algorithms. Is This a New Moat or Just Table Stakes? (Asia Tech Strategy – Podcast 83)

This week’s podcast is about the US-China DTC retailer Shein, which has rocketed upwards in the past months. Analysts are starting to pay close attention – but consumers have been noticing this company for a while. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The mentioned article by Packy McCormick and Matthew Brennan […]

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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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How Coupang Is Building a Competitive Fortress in South Korea (Asia Tech Strategy – Podcast 70)

This week’s podcast is about the Coupang of South Korea. An interesting case of local dominance (geographic) based initially on competitive advantages on the cost side. But potentially also on the demand side. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The advantages for Coupang I mentioned are: Production Cost Advantage: Location […]

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The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)

In my previous article on Farfetch, I asked the question of whether Alibaba or another Chinese company might buy the company – and at what price. And I did a brief introduction on Private Market Value (PMV). Which is basically a take-over price. Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia […]

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5 Things I Learned from Alibaba Vice-Chairman Joseph Tsai on Singles’ Day (Asia Tech Strategy – Daily Lesson / Update)

I spent Singles’ Day 2017 visiting Alibaba and meeting with management (see Part 1 and Part 2 here). And one big highlight of the visit was a group influencer dinner with Alibaba Vice-Chairman and co-founder Joseph Tsai. He was always the guy I listened to about Alibaba. Jack Ma is famous but doesn’t really speak the language […]