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Feb 16, 2026

Shopee vs MercadoLibre: Logistics Strategy & Unit Economics in Brazil

Partner Interview
MercadoLibre•UY•Large CapShopeeAmazonSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Jan 21, 2026

Allegro: Governance & Category Expansion

Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Jan 15, 2026

Allegro: Amazon Poland GMV Trajectory & Marketplace Mix

Partner Interview
Allegro•LU•Mid CapAmazonInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 23, 2025

Amazon: Poland Retail Launch & Allegro

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IP Interview
Amazon•US•Mega CapAllegroInPostShopeeTemuNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 9, 2025

Allegro: 1P Operations & Logistics Economics

Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 8, 2025

Allegro: Chinese Merchants & Temu Competition

Partner Interview
Allegro•LU•Mid CapInPostShopeeTemuAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 5, 2025

Mercado Libre: FMCG Economics & Competition

Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 1, 2025

Mercado Libre: Logistics Network Automation & Operating Leverage

Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
Dec 1, 2025

Allegro: Logistics Expansion & Inpost Reliance

Partner Interview
Allegro•LU•Mid CapInPostShopeeAmazonNetwork EffectsScale EconomiesSwitching CostsPhysical Infra & NetworksVertically Integrated RetailerConsumer DiscretionaryIndustrialsInformation Technology
Nov 11, 2025

Mercado Libre: Mexico’s Fulfillment Buildout

Partner Interview
MercadoLibre•UY•Large CapAmazonShopeeSeaMagazine LuizaAmericanasNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryInformation TechnologyCommunication Services
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Weekly update
Jun 24, 2025

Oracle's Data Moat, Wise, QXO, Sea Limited, Nubank, AENA, Rollins

ShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanvaShopeeAdobeOracleFigmaRollinsSeaMercadoLibreGoogleAmazonCanva
Jun 23, 2025

Sea Limited: The Shopee Brazil Playbook

Partner Interview
SeaShopeeMercadoLibreAmazonTemuMagazine LuizaSeaShopeeMercadoLibreAmazonTemuMagazine LuizaNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksConsumer DiscretionaryCommunication ServicesInformation Technology

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