How players profit in a world where ecommerce return rates reach...
In a recent discussion with a top live commerce MCN from China, I casually asked “what is the return rate for your category?”
“Guess?” The...
E90 – The Impulso Podcast – Closing the gap with China:...
In this episode of the Impulso Podcast, we leave the studio behind for Can Gio, a district set to become a major economic hub...
Temu parent’s share price drops ~30%: our thoughts
Yesterday (26 August), Temu’s parent company PDD Holdings released its Q2 2024 results. Revenue missed analyst consensus while profit beat expectations.
Stock prices started sliding...
Temu launches local marketplace in Korea and Japan
Followers of Momentum Works newsletter would know that since March, Temu has gradually shifted the focus on its US marketplace: from “full consignment” cross...
Shopee shines in Q2, where have its rivals gone?
Yesterday, Shopee’s parent Sea Group released its Q2 2024 results. The capital markets responded very positively, sending the share price up nearly 12%.
No doubt...
Lazada turns profitable for the first time
This morning (13 Aug), Lazada held a town hall where CEO James Dong revealed that the company had achieved positive EBITDA in July 2024...
Temu’s last mile logistics challenges in the United States
only plausible solution is to improve logistics efficiency
E85 – The Impulso Podcast – Delivery Hero losing grip?
When Delivery Hero acquired Baemin in 2021, the company was financially strong. However, Baemin is now struggling, losing market share to Coupang Eats and...
