Should Vipshop Build a Logistics Network Like JD? (Jeff’s Asia Tech Class – Podcast 7)

In this class, we discuss Vipshop and JD. And how a smaller ecommerce site can compete with larger players, especially in the area of logistics.

You can listen here or at iTunes, Google Podcasts and Himalaya.

The exercise for this class is:

Which of these three options make sense for Vipshop in logistics?

1) Copy JD: Build an in-house logistics and delivery network.
2) Copy Alibaba: Work with multiple partners (in logistics and/or ecommerce).
3) Outsource logistics: Find a partner or contractor for this. Just be an ecommerce site.

Now, make a decision: What would you recommend to the CEO? 

  • Write 3 paragraphs with your answer. Do it on your smartphone. Or a PC. Or a piece of paper (take a picture and save it).
  • Think about versioning and competitive advantage.

Articles cited in this class:

This is part of Learning Goals: Level 2, with a focus on:
  • #4: The basics of VIPShop and JD – and more digital economics

Concepts for this class:

  • Digital and Information Economics
  • Versioning
  • Competitive Advantage
  • Digital-Physical Hybrids

Companies for this class:

  • Vipshop
  • JD

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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