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Found 7 results in 2ms
Dec 9, 2025
Allegro: 1P Operations & Logistics Economics
Former 1P Category Head at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesDec 8, 2025
Allegro: Chinese Merchants & Temu Competition
Former Account Manager at Allegro
Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonScale EconomiesNetwork EffectsSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesJun 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 TechnologyMar 31, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Former Manager - Asia Partner Solutions at Wayfair
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesConsumer StaplesDec 23, 2024
Wayfair: Market Share & Competitive Intelligence
Former Senior Executive at Wayfair
Partner Interview
Wayfair•US•Large CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHCounter PositioningScale EconomiesBrand EquityNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsCommunication ServicesConsumer DiscretionaryConsumer StaplesWeekly 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
Former Senior Manager at Amazon Logistics
Partner Interview
Amazon•US•Mega CapTemuSHEINShopifyTargetWalmartCounter PositioningSwitching CostsScale EconomiesNetwork EffectsVertically Integrated RetailerB2B SoftwarePhysical Infra & NetworksCommunication ServicesConsumer DiscretionaryInformation TechnologyConsumer StaplesYou've reached the end