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Dec 9, 2025

Allegro: 1P Operations & Logistics Economics

Former 1P Category Head at Allegro
Partner Interview
AllegroLUMid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 8, 2025

Allegro: Chinese Merchants & Temu Competition

Former Account Manager at Allegro
Partner Interview
AllegroLUMid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jun 23, 2025

Sea Limited: The Shopee Brazil Playbook

Former Country Manager at Shopee
Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaSeaShopeeMercadoLibreAmazonTemuMagazine LuizaScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology
Mar 31, 2025

Wayfair vs TEMU: Competing for Small Ticket Items

Former Manager - Asia Partner Solutions at Wayfair
Partner Interview
WayfairUSLarge CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesConsumer Staples
Dec 23, 2024

Wayfair: Market Share & Competitive Intelligence

Former Senior Executive at Wayfair
Partner Interview
WayfairUSLarge CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer DiscretionaryConsumer Staples
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Weekly update
Dec 22, 2023

ACV Auctions, AMZN vs Temu, CoreWeave vs Hyperscalers, SPOT, Sunbelt, TTD, Vistry, TDG

ACV AuctionsUSSmall CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead Group
Dec 19, 2023

Amazon vs Temu: Business Model & Logistics

Former Senior Manager at Amazon Logistics
Partner Interview
AmazonUSMega CapTemuSHEINShopifyTargetWalmartCounter PositioningSwitching CostsScale EconomiesNetwork EffectsVertically Integrated RetailerB2B SoftwarePhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyConsumer Staples

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