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. […]

To access this post, you must log in as a member, purchase Subscriptions.

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 […]

To access this post, you must log in as a member, purchase Subscriptions.

3 Strategy Questions for Brazil’s OMO Leader Magazine Luiza / Magalu (Tech Strategy – Podcast 140)

This week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneer of online-merge-offline (OMO) in Brazil retail. They have a fascinating business model. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my three strategy questions about Magalu: Big Question #1: Will Magalu Become an “Ultimate […]

To access this post, you must log in as a member, purchase Subscriptions.

An Introduction to Magazine Luiza / Magalu, the Online-Merge-Offline (OMO) Pioneer of Brazil (1 of 2) (Tech Strategy – Daily Article)

I recently visited the Magazine Luiza / Magalu headquarters in Sao Paulo, Brazil. And this company should be on your radar. Magalu is definitely out front in terms of digitizing physical retail in Brazil. And they are heading towards becoming an ecommerce giant. Maybe. Magalu: The Accidental OMO Pioneer Nvidia is the global leader in […]

To access this post, you must log in as a member, purchase Subscriptions.

3 Big Digital Changes in Retail and Ecommerce (Tech Strategy – Podcast 138)

This week’s podcast is about important digital changes happening in ecommerce and retail, and that are mostly coming out of China / Asia. You can listen to this podcast here or at iTunes and Google Podcasts. Here are my digital operating basics. ——- Related articles: Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech […]

To access this post, you must log in as a member, purchase Subscriptions.

The Secret Engine of Alibaba’s New Retail Is “Uni-Marketing” (Tech Strategy – Daily Article)

“New retail”, coined by Alibaba, was probably the least creative business term ever. But it was a big idea. You combine online and physical retail into a seamless, data-driven consumer experience. It is giving rise to new business models, from transformed supermarkets and cashier-less convenience stores to automated package pickup centers and re-imaged department stores. […]

Can ByteDance Breach Alibaba’s Infrastructure Moat and Become An Ecommerce Giant? (Tech Strategy – Podcast 82)

This podcast is Alibaba’s 2020 earnings and the strategy implications. But it is really about how Alibaba is positioned as a “product / service + commerce infrastructure” business. And whether ByteDance can break into Chinese ecommerce with an “attention + mini programs strategy”. It’s really a cool and important question. You can listen to this […]

To access this post, you must log in as a member, purchase Subscriptions.

China’s New OMO Platforms: Alibaba, Sun Art and Beike (Asia Tech Strategy – Podcast 79)

This week’s podcast is about online-merge-offline (OMO) platforms. A business model that is just emerging in China. I talk about Sun Art Retail and Beike / Lianjia as examples. You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. Here is the BCG article I mentioned. —–   Related podcasts and articles are: Lianjia and […]

To access this post, you must log in as a member, purchase Subscriptions.