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Savers Value Village: Canadian Store Economics & New Store Execution
Jul 30, 2026
Partner Interview
Savers Value Village•US•Small CapSHEINDollaramaDollar TreePDD HoldingsCounter PositioningVertically Integrated RetailerConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 30, 2026
Action vs Pepco & KiK: European Discount Retail Competitive Dynamics
Jul 29, 2026
Partner Interview
3i Group•GB•Large CapSHEINPrimarkFamily DollarPDD HoldingsAction S.A.PepcoCounter PositioningVertically Integrated RetailerFinancialsConsumer DiscretionaryConsumer StaplesInformation TechnologyJul 29, 2026
Alibaba Group: Culture and AliExpress Growth
Nov 25, 2025
Partner Interview
Alibaba•CN•Mega CapPDD HoldingsJD.comAmazonCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyNov 25, 2025
Kaspi: Temu Threat & China-KZ Logistics
Oct 23, 2025
Partner Interview
Kaspikz•KZ•Large CapOzon Holdings PLCPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyFinancialsOct 23, 2025
Kaspi: Chinese Competition, Cross-Border Logistics & Temu
Oct 13, 2025
Partner Interview
Kaspikz•KZ•Large CapPDD HoldingsHalyk Bank of KazakhstanAmazonCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksInformation TechnologyConsumer DiscretionaryFinancialsOct 13, 2025
Wayfair vs TEMU: Competing for Small Ticket Items
Mar 31, 2025
Partner Interview
Wayfair•US•Large CapTemuWilliams-SonomaThe Home DepotWalmartTargetAmazonJD.comAlibabaByteDancePDD HoldingsCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication ServicesConsumer StaplesMar 31, 2025
Amazon Robotics: Sparrow, Sequoia & Automation Economics
Jan 21, 2025
Partner Interview
Amazon•US•Mega CapTargetWalmartPDD HoldingsThe KrogerFanucNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryConsumer StaplesInformation TechnologyIndustrialsJan 21, 2025
Wayfair: Market Share & Competitive Intelligence
Dec 23, 2024
Partner Interview
Wayfair•US•Large CapTemuPDD HoldingsWilliams-SonomaThe Home DepotTargetAmazonPottery BarnOverstockRHCounter PositioningBrand EquityScale EconomiesNetwork EffectsSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksUnique IP & BrandsInformation TechnologyCommunication ServicesConsumer DiscretionaryConsumer StaplesDec 23, 2024
Weekly update
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
May 23, 2024
AppFolio•US•Mid CapLoarMarkelHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano
May 23, 2024
Douyin, PDD, Taobao, & JD: a Merchant Perspective
May 20, 2024
Partner Interview
ByteDancePDD HoldingsAlibabaJD.comAmazonShopifyCounter PositioningNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksB2B SoftwareConsumer DiscretionaryInformation TechnologyMay 20, 2024
IP Fieldwork Podcast
AMZN Retail & IP Company Learning Journeys
Jan 23, 2024
IP Podcast
Amazon•US•Mega CapPDD HoldingsNetwork EffectsScale EconomiesSwitching CostsCounter PositioningVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation Technology
Jan 23, 2024
IP Fieldwork Podcast
Zara & SHEIN Supply Chain Analysis
Sep 24, 2023
IP Podcast
SHEIN•KR•Large CapInditexASOSboohooZalandoPDD HoldingsBrand EquityCounter PositioningNetwork EffectsVertically Integrated RetailerMarketplaces & PlatformsConsumer DiscretionaryInformation Technology
Sep 24, 2023
Shein: Disrupting Fast Fashion
Sep 21, 2023
Sep 21, 2023
Value Chain
SHEIN's Supply Chain: How it Works
Sep 18, 2023
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 18, 2023
Shein: Perspective of a Supplier
Sep 16, 2023
Sep 16, 2023
Shein vs Zara vs ASOS: A Supplier's Perspective
Sep 12, 2023
Sep 12, 2023
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