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Coupang Taiwan: Retail Strategy, Logistics Build-out & Competitive Positioning

Partner Interview
Coupang Inc•US•Large CapShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Oct 1, 2026

Descartes Sellercloud: An E-commerce Customer's Perspective

Partner Interview
The Descartes Systems•CA•Mid CapTemuSHEINCounter PositioningVertically Integrated Retailer
Sep 23, 2026

Allegro: Advertising Intensity, Smart! Program Economics & Competitive Moat

Partner Interview
Allegro•LU•Mid CapTemuShopeeSHEINByteDanceAmazonCounter PositioningVertically Integrated Retailer
Sep 21, 2026

Shopee & TikTok Shop: Southeast Asia E-Commerce Competitive Dynamics

Partner Interview
Sea•SG•Large CapShopeeOpenAITemuSHEINByteDanceCounter PositioningVertically Integrated Retailer
Sep 8, 2026

Savers Value Village: New Store Unit Economics & CPC Model Challenges

Partner Interview
Savers Value Village•US•Small CapSHEINTemuDollar GeneralDollar TreeCounter PositioningLow Cost Operators
Aug 24, 2026

The Trade Desk vs Amazon DSP: Platform Selection

Partner Interview
The Trade Desk•US•Mid CapMagniteSHEINTemuAmazonNetflixWalt DisneyRokuCounter PositioningMarketplaces & Platforms
Jul 3, 2026

Allegro: Governance & Category Expansion

Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsPhysical Infra & Networks
Jan 21, 2026

Allegro: Amazon Poland GMV Trajectory & Marketplace Mix

Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsPhysical Infra & Networks
Jan 15, 2026

Amazon: Poland Retail Launch & Allegro

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IP Interview
Amazon•US•Mega CapAllegroInPostShopeeTemuNetwork EffectsPhysical Infra & Networks
Dec 23, 2025

Allegro: 1P Operations & Logistics Economics

Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Dec 9, 2025

Allegro: Chinese Merchants & Temu Competition

Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsPhysical Infra & Networks
Dec 8, 2025

Sea Limited: The Shopee Brazil Playbook

Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaNetwork EffectsVertically Integrated Retailer
Jun 23, 2025

Wayfair vs TEMU: Competing for Small Ticket Items

Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningVertically Integrated Retailer
Mar 31, 2025

Wayfair: Market Share & Competitive Intelligence

Partner Interview
Wayfair•US•Large CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHBrand EquityVertically Integrated Retailer
Dec 23, 2024
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Weekly update

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

ACV Auctions•US•Small CapTemuCoreWeaveSpotifyAmazonDiscoveryTransDigm GroupUnited RentalsAirbusSHEINNVIDIANetflixCarvanaIntelAdvanced Micro DevicesThe Trade DeskAshtead GroupNetwork EffectsMarketplaces & Platforms
Dec 22, 2023

Amazon vs Temu: Business Model & Logistics

Partner Interview
Amazon•US•Mega CapTemuSHEINShopifyTargetWalmartSwitching CostsVertically Integrated Retailer
Dec 19, 2023

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