Search Results for: "jd.com"
Over the past week, I have been thinking about Walmart selling its entire JD.com stake unexpectedly. The implications of this decision have not been described adequately, nor have the future impact been discussed. What are the consequences for both Walmart and JD.com? This story started in 2011 when Walmart made an undisclosed minority investment in […]
It is clear to me now that in hindsight the partnership between Farfetch and JD.com is beneficial to both parties for different reasons. As Farfetch is on the road to go public they will face increasing skepticism about their growth versus Yoox-Net-A-Porter. JD.com is increasingly to position itself as the premium destination for luxury brands […]
The last 2 weeks has been full of news, so much has happened globally that is takes a while to make sense of all of the news. In terms of the importance of news – I am going to highlight a few stories that has big implications for the next 12 months. The second biggest […]
I have spent a large amount of time in 2020, researching and writing about logistics. In a recent project, I have had a front-row seat to see its strain on brands. The stepchild of e-commerce is not flashy and visible by consumers but can make or break customer perception. The final mile has an enormous […]
Over the last 18 months, I have been reading, researching and talking to ecommerce investors about China. Why? I am fascinated by the market as Chinese ecommerce is both unique and a look to the future. China is unique GDP growth Economically China in my mind is bordering on a miracle. 6% growth consistently over […]
Aramex streamlines Middle East deliveries with launch of My Address, Zulily to spend heavily to fill mid-level manager gap, sparked by insane growth rate, Alibaba resorts to mobile app platform to keep afloat, eBay M&A History and Trends, Central European ecommerce to grow to €93.3bn, Amazon raises the cost of Prime by $20, A pivotal […]
Despite the cascade of store closings, liquidations and bankruptcies, there are strong indications that pure-ecommerce, not stores, may be the endangered model. 13D Research This was an article I highlighted in my weekly ecommerce newsletter and this quote from 13D Research has been sticking in my mind. We are in a new phase of commerce in […]
Jingdong to enter the US?, Alibaba invests into ShopRunner, Bad news for LivingSocial (was there any good news about LivingSocial?) and more Ladies and Gentleman, may I be the first person to put it on record that the Superpowers (Tencent, Jingdong and Alibaba) of the East are beginning to move to other markets (Europe, US […]
One Kings Lane raises money (almost a billion dollar valuation), Gilt offers logistics to a competitor, PayPal pitching Apple on Payments, Walmart trying to gain ground from Amazon, Amazon posts results, JD.com to IPO, leaked Twitter commerce screenshots and much more. Phew – what a week of ecommerce news with lots of permutations for the […]
Modnique Launches into Four More Countries, Amazon hikes the price of Prime in Europe, The eBay Turnaround that Never Had to Be, Zalora to IPO?, Amazon rejected in Czech Republic, Snapdeal to be a the most interesting IPO in Indian ecommerce?, The phases of commerce and much more It has been an interesting week in […]
In March I was part of a community conversation about what makes a Direct to Customer (DTC) business. Web Smith of 2PM was kind enough to feature this in his newsletter Issue 197 (which is a must read and subscribe). These businesses go by different names depending on your opinion about the industry. Andy Dunn […]
Over the past two weeks, I have sat in meetings and have heard executives discuss commerce unflattering. Retail is dead, and commerce is a zero-sum sector, and it left me dumbfounded. As I have realized, commerce is a sector that has two parts that consumers use to interact with it. In-person (retail) and via technology […]
I have been ill and thus am still catching up on reading all the stories that have happened in the ecommerce industry over the last week. There are 2 major stories that has my attention at the moment – Amazon is currently in tough negotiations with Hachette and Warner Brothers. Secondly, Alibaba has updated their […]
Flipkart shelves plans for IPO, eBay has 6 hour downtime, Why Tencent invested in Fab.com, market intelligence / stats for Latin America, China, Japan and South East Asia. We have entered the last quarter of 2013 ( where did the year go?) and certain story lines have begun to develop. Chinese ecommerce is now in […]
Over the last few weeks, I have been thinking about the battle between Amazon and Temu in multiple e-commerce markets. Who is winning, and when will this end? This will not end like Wish, as Temu has access to much more capital than Wish ever had. The question should be, how does this battle between […]
Every few weeks, an article on the future of commerce makes an appearance in my research. The problem is that these articles are still referencing to retail and e-commerce. The future looks very different, as commerce needs to be entertaining and relevant. Live-Streaming is already active, and smart devices leveraging voice commerce seems distant. Live-Streaming […]
Last weekend I watched an episode from History Channel’s The Food that build America on how Hershey’s battled Mars, Kellogg’s fought Post Toasties. The irony is a hundred years later; brands still have significant challenges to exist. My boutique consulting business Blue Cape Ventures, has ensured that I speak to brand executives in various sectors. […]
History will show us that 2020 was a year in which consumer behavior, commerce, and trade changed. Businesses of all sizes faced challenges at a scale not seen prior the World War 2. What does 2021 have in store? If 2020 is a yardstick, 2021 will continue to speed up e-commerce adoption worldwide. If you […]
Alibaba has it, JD.com has it, and Amazon has one. Shopping festivals are a trend that has accelerated as commerce seeks to energize global economies. A shopping festival offers consumers a dash of retail therapy while brands can grow sales and engagement. A few weeks ago, Coresight Research, Shopkick, and Fashwire announced the 10.10 Shopping […]
Last week was dominated by 2 stories – eBay posting disappointing results and Amazon unveiling a “all you can read” Kindle package. The eBay news is not surprising – Google hit the company with a search penalty based on low quality content and also eBay is still battling with the after effects of being hacked. […]