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Jul 14, 2026
Action vs Normal: French Discount Retail Competitive Dynamics
Partner Interview
3i Group•GB•Large CapAldiLidlSHEINCarrefourAction S.A.Scale EconomiesCounter PositioningVertically Integrated RetailerLow Cost OperatorsFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 3, 2026
The Trade Desk vs Amazon DSP: Platform Selection
Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuNetwork EffectsCounter PositioningScale EconomiesSwitching CostsBrand EquityMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryMar 9, 2026
Vinted vs Vestiaire Collective: SHEIN Risk & Moving Upmarket to Designer Resale
Partner Interview
VintedSHEINLVMHKeringCounter PositioningNetwork EffectsBrand EquityVertically Integrated RetailerMarketplaces & PlatformsUnique IP & BrandsConsumer Discretionary
Weekly update
Nov 29, 2024
Tesla Vertical Integration, GEICO vs PGR, Google Shopping Lawsuit, Adyen, Sartorius, Safelite, AMZN, CVNA, CCC, Reply
Tesla•US•Mega CapGoogleCellaVisionWayfairSysmexAdyenSafeliteReplySHEINCarvanaAmazonSartoriusCelsiusThe ProgressiveTargetBerkshire Hathaway
IP Research Resource
Nov 25, 2024
IP Research Roundup: Amazon, Carvana, Wayfair, SHEIN & Vertically-Integrated Ecommerce
Amazon•US•Mega CapCarvanaWayfairSHEINCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
Weekly update
Dec 22, 2023
ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG
ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 19, 2023
Amazon vs Temu: Business Model & Logistics
Partner Interview
Amazon•US•Mega CapTemuSHEINShopifyTargetWalmartCounter PositioningSwitching CostsNetwork EffectsScale EconomiesVertically Integrated RetailerB2B SoftwarePhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyConsumer StaplesWeekly update
Oct 3, 2023
Wayfair CastleGate, Atlas Copco, Cardlytics, Boohoo, Becle, BioLife, Dino Polska, Instructure
Wayfair•US•Large CapCardlyticsboohooInstructureBecleSHEINAmazonNEXTD2L
Sep 29, 2023
Boohoo & UK Fashion Supplier Relationships
Weekly update
Sep 25, 2023
Burford & Elliott vs Argentina, CACC, SHEIN, Smurfit / WestRock, MaxCyte, Alteryx
Burford Capital•GG•Small CapSHEINWestRockMaxCyteAlteryxCredit AcceptanceASOSboohooAmazonSalesforce
IP Fieldwork Podcast
Sep 24, 2023
Zara & SHEIN Supply Chain Analysis
IP Podcast
SHEIN•KR•Large CapInditexASOSboohooZalandoPDD HoldingsBrand EquityCounter PositioningNetwork EffectsVertically Integrated RetailerMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Sep 21, 2023
Shein: Disrupting Fast Fashion
Weekly update
Sep 18, 2023
SHEIN, Temu & Retail Supply Chains, Intuitive Surgical, Litigation Funding, HEICO, Wayfair, Alteryx, CSU, KPG
SHEIN•KR•Large CapWayfairAlteryxHEICOKelly Partners GroupASOSAmazonIntuitive SurgicalConstellation Software
Value Chain
Sep 18, 2023
SHEIN's Supply Chain: How it Works
In Practise Research
IP ResearchSHEIN•KR•Large CapAmazonPDD HoldingsASOSboohooZalandoBooztAssociated British FoodsInditexCounter PositioningNetwork EffectsScale EconomiesSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyConsumer Staples
Sep 16, 2023
Shein: Perspective of a Supplier
Sep 12, 2023
Shein vs Zara vs ASOS: A Supplier's Perspective
Weekly update
Sep 7, 2023
Zara's Supply Chain, Dino Polska, Spotify, Fever Tree, Keywords, CACC, Essentra
Spotify•SE•Large CapSHEINEssentraFevertree DrinksCredit AcceptanceKeywords StudiosASOSboohoo
Value Chain
Sep 6, 2023
Zara's Supply Chain
In Practise Research
IP ResearchInditex•ES•Mega CapASOSboohooAssociated British FoodsSHEINH&MZalandoBooztBrand EquityCounter PositioningNetwork EffectsVertically Integrated RetailerMarketplaces & PlatformsConsumer DiscretionaryConsumer Staples
Sep 3, 2023
Zara Buying & Merchandising Strategies
Weekly update
Aug 2, 2023
Constellation Software: Altera, SHEIN, Dino Polska, DHR, Alteryx, TDG
Danaher•US•Large CapSHEINAlteryxTransDigm GroupDataproces
Showing 20 of 174 results