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Savers Value Village: Canadian Store Economics & New Store Execution
Jul 30, 2026
Partner Interview
Savers Value Village•US•Small CapSHEINDollaramaDollar TreePDD HoldingsCounter PositioningVertically Integrated RetailerJul 30, 2026
Action vs Pepco & KiK: European Discount Retail Competitive Dynamics
Jul 29, 2026
Partner Interview
3i Group•GB•Large CapSHEINPrimarkFamily DollarPDD HoldingsAction S.A.PepcoCounter PositioningVertically Integrated RetailerJul 29, 2026
Alibaba Group: Culture and AliExpress Growth
Nov 25, 2025
Partner Interview
Alibaba•CN•Mega CapPDD HoldingsJD.comAmazonCounter PositioningPhysical Infra & NetworksNov 25, 2025
Kaspi: Temu Threat & China-KZ Logistics
Oct 23, 2025
Partner Interview
Kaspikz•KZ•Large CapOzon Holdings PLCPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningPhysical Infra & NetworksOct 23, 2025
Kaspi: Chinese Competition, Cross-Border Logistics & Temu
Oct 13, 2025
Partner Interview
Kaspikz•KZ•Large CapPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningPhysical Infra & NetworksOct 13, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningVertically Integrated RetailerMar 31, 2025
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Jan 21, 2025
Partner Interview
Amazon•US•Mega CapTargetWalmartPDD HoldingsThe KrogerFanucCounter PositioningPhysical Infra & NetworksJan 21, 2025
Wayfair: Market Share & Competitive Intelligence
Dec 23, 2024
Partner Interview
Wayfair•US•Large CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHBrand EquityVertically Integrated RetailerDec 23, 2024
Weekly update
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
May 23, 2024
AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimanoSwitching CostsSerial Acquirer
May 23, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
May 20, 2024
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifySwitching CostsB2B SoftwareMay 20, 2024
IP Fieldwork Podcast
AMZN Retail & IP Company Learning Journeys
Jan 23, 2024
IP Podcast
Amazon•US•Mega CapPDD HoldingsCounter PositioningPhysical Infra & Networks
Jan 23, 2024
IP Fieldwork Podcast
Zara & SHEIN Supply Chain Analysis
Sep 24, 2023
IP Podcast
SHEIN•KR•Large CapInditexASOSboohooZalandoPDD HoldingsCounter PositioningMarketplaces & Platforms
Sep 24, 2023
Shein: Disrupting Fast Fashion
Sep 21, 2023
Sep 21, 2023
Value Chain
SHEIN's Supply Chain: How it Works
Sep 18, 2023
In Practise Research
IP ResearchSHEIN•KR•Large CapAmazonPDD HoldingsASOSboohooZalandoBooztAssociated British FoodsInditexCounter PositioningVertically Integrated Retailer
Sep 18, 2023
Shein: Perspective of a Supplier
Sep 16, 2023
Sep 16, 2023
Shein vs Zara vs ASOS: A Supplier's Perspective
Sep 12, 2023
Sep 12, 2023
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