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Found 13 results in 6ms
Found 13 results in 6ms
Oct 23, 2025
Kaspi: Temu Threat & China-KZ Logistics
Executive at KazPost
Partner Interview
Joint Stock Company Kaspi.kz•KZ•Large CapOzonPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancialsOct 13, 2025
Kaspi: Chinese Competition, Cross-Border Logistics & Temu
Former Executive at KazPost
Partner Interview
Joint Stock Company Kaspi.kz•KZ•Large CapPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancialsMar 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 StaplesJan 21, 2025
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Former Head of Systems and Products at Amazon Robotics
Partner Interview
Amazon•US•Mega CapTargetWalmartPDD HoldingsThe KrogerFanucScale EconomiesNetwork EffectsSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesIndustrialsDec 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 Staples
Weekly update
May 23, 2024
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano
May 20, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
Former Senior Manager at Douyin, ByteDance and Alibaba
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifyCounter PositioningScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyIP Fieldwork Podcast
Jan 23, 2024
AMZN Retail & IP Company Learning Journeys
IP Podcast
Amazon•US•Mega CapPDD HoldingsScale EconomiesNetwork EffectsSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer Discretionary
IP Fieldwork Podcast
Sep 24, 2023
Zara & SHEIN Supply Chain Analysis
IP Podcast
SHEIN•KR•Large CapInditexASOSboohooZalandoPDD HoldingsBrand EquityCounter PositioningNetwork EffectsVertically Integrated RetailerMarketplaces & PlatformsConsumer Discretionary
Sep 21, 2023
Shein: Disrupting Fast Fashion
Former Shein Manager and Zara and ASOS Supplier
Value Chain
Sep 18, 2023
SHEIN's Supply Chain: How it Works
In Practise Research
IP ResearchSHEIN•KR•Large CapAmazonPDD HoldingsASOSboohooZalandoBooztAssociated British FoodsInditexCounter PositioningScale EconomiesNetwork EffectsSwitching CostsBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryConsumer Staples
Sep 16, 2023
Shein: Perspective of a Supplier
Shein Supplier
Sep 12, 2023
Shein vs Zara vs ASOS: A Supplier's Perspective
Former Shein Manager and Zara and ASOS Supplier
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