Dingdong, Grab and the Struggle for Profits in Ecommerce Services (156)

The Tech Strategy Podcast

English - March 10, 2023 13:00 - 48 minutes - 33.4 MB - ★★★★★ - 14 ratings
Business Technology technology business china asia digital alibaba tencent jeff towson strategy baidu Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Peter Zeihan and Why the “China Will Collapse” Narrative Is Soooo Stupid (155)

Next Episode: Why Prediction and Machine Learning Are Not Competitive Advantages Yet (157)

This week’s podcast is about the struggle of companies like Grab, Dingdong, Meituan, Didi, GoJek and iFood to reach operating profits.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to the China Tech Tour.

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Related podcasts and articles are:

Lessons from Grab in Geographic Density and Other Tech Enabled Cost Efficiencies (3 of 4) (Tech Strategy – Daily Article)How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (1 of 2) (Tech Strategy – Daily Article)How Alibaba Freshippo and Dingdong Got to Profitability in Ecommerce Groceries (2 of 2) (Tech Strategy – Daily Article)

From the Concept Library, concepts for this article are:

Economies of Scale: Geographic and Distribution DensityEcommerce

From the Company Library, companies for this article are:

GrabDingdong

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.

This content (articles, podcasts, website info) is not investment, legal or tax advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. This is not investment advice. Investing is risky. Do your own research.

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