Jeff Towson discusses three strategy questions for Magazine Luiza (Magalu) in Brazil in this podcast. These questions include how to compete with Amazon, how to expand into new markets, and how to build a strong brand. Listen now to learn more!
Tag Archives: ecommerce
Alibaba’s 11 Growth Strategies (Tech Strategy – Daily Article)
I keep an eye on the larger moves by Alibaba. Not the constant stream of announcements and endless initiatives but the larger strategic moves that I think will change the trajectory of the company. This usually means talking with management when I can and following the investor days. A couple of years ago, Maggie Wu […]
5 Lessons from Jumia on the Risks and Economics of Ecommerce in Africa (Tech Strategy – Daily Article)
I was in Kenya recently and got a chance to play with Jumia and Jumia Food, the big ecommerce apps in most of the big African countries. Especially Nigeria, Kenya, Uganda, Egypt, Ghana and Egypt. And Jumia’s annual report is pretty interesting reading. In terms of strategy, Jumia has pretty standard marketplace platforms for products […]
Facebook and WhatsApp Are the Wild Card of Asia Ecommerce (Tech Strategy – Daily Article)
In 2019, Mark Zuckerberg released a memo on “privacy-focused messaging and social networking” – and charted a new direction for Facebook. In theory, the memo had some big implications. It looked like the first move in a strategy to turn Facebook into a much larger and even more powerful company. From very big to ridiculously […]
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How JD Competes With Alibaba in Ecommerce (Tech Strategy – Daily Article)
I often get asked how JD competes with Alibaba (in ecommerce). Who is going to win? My answer is below. But first a little theory on the sources of competitive strength. My Checklist for Competitive Advantages I put competitive advantages in five buckets, with a total of 15 sub-types. That’s my checklist. But keep in […]
The Pros and Cons of Farfetch’s Global Luxury Marketplace (Tech Strategy)
My standard question is: What is the quality of the business? I go through lots of checklists for this. It generally takes me 40 pages of written notes to get through a basic assessment of company quality. But the simple version is: What is the market size and its growth? Is there a long-term secular […]
Alibaba, Amazon and the Power of Externalizing Capabilities (Tech Strategy – Daily Article)
I’ve mentioned externalizing capabilities as a strategic move many times. I thought I would detail that out. It’s common strategy in digital business models. And it has been very effective at Alibaba and Amazon in particular. Several years ago, I summarized the evolution of Alibaba’s platform business models in 7 graphics. The Rise of Alibaba […]
My B2C Super Chart for “Ecommerce + Entertainment + KOLs / Influencers + Social Media” (US-Asia Tech Strategy)
I have one B2C “super chart”. It’s a bit ridiculous but stick with me. I think it is actually a good prediction of the future of B2C. The basic idea is that ecommerce is combining with entertainment. We see that in Taobao Live and TikTok already. And this is also being combined with social media […]
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Amazon’s Moat is Growing in Ecommerce. But Falling in Video. Just Like for Netflix. (Tech Strategy – Podcast 125)
In this podcast, Jeffrey Towson discusses how Amazon’s moat in ecommerce is growing, while its moat in video is falling. He compares Amazon’s video business to Netflix and argues that Amazon will need to make some changes in order to maintain its leadership position.
Amazon’s Moat is Growing in Ecommerce. But Falling in Video. Just Like for Netflix. (Tech Strategy – Podcast 125)
In this podcast, Jeffrey Towson discusses how Amazon’s moat in ecommerce is growing, while its moat in video is falling. He compares Amazon’s video business to Netflix and argues that Amazon will need to make some changes in order to maintain its leadership position.