The 63% growth rate of Alibaba’s core commerce business is almost unfathomable, even given the strong tailwinds of China’s rising consumer market and online penetration. One element that is behind this is a clever strategy that blends online and offline retail to create a virtuous cycle. In the process, Alibaba is embarking on a wholesale […]
Alibaba’s Killer O2O Strategy
December 14th, 2017 · Comments Off on Alibaba’s Killer O2O Strategy
Is Alibaba Eating JD.com’s Lunch?
December 14th, 2017 · Comments Off on Is Alibaba Eating JD.com’s Lunch?
JD.com used to grow revenues faster than its big rival Tmall from Alibaba. However, lately these roles seem to have reversed and the shares of Alibaba have strongly outperformed those of JD.com since mid-August. The fact that JD.com was able to re-accelerate growth and produce improving margins and beat earnings shows investors shouldn’t be too […]