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How players profit in a world where ecommerce return rates reach 90%
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: Vietnam’s ecommerce growth?
In this episode of the Impulso Podcast, we leave the studio behind for Can Gio, a district set to become a major economic hub...
“Half of Hangzhou is in Ho Chi Minh City”
In May 2024, senior leaders of Metub - Vietnam’s largest creator network and MCN - participated in Momentum Works Immersion: Live Commerce in Hangzhou,...
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...
E88 – The Impulso Podcast – Why Starbucks ousted 3rd chosen successor of Howard...
Starbucks has replaced CEO Laxman Narasimhan with Chipotle CEO Brian Niccol, in hopes that he can help revive Starbucks fading sales.
Since the beginning, Starbucks...
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...
Amazon sellers make the same profits on Temu?
Even though consumers pay a smaller price
Singapore-based Qoo10’s Korean ecommerce subsidies face trouble
Recently, sellers of TMON and WeMakePrice, two Korean subsidiaries of Singapore-headquartered ecommerce group Qoo10, have been experiencing delays receiving their sales proceeds.
It is estimated...
E84 – The Impulso Podcast – TikTok Shop vs Temu in SEA
In this latest episode, we're sharing exclusive snippets from our recent media briefing where we delve into the highlights of our newly released “Ecommerce...
E83 – The Impulso Podcast – Will Amazon succeed in copying Temu?
During a closed-door seller meeting in Shenzhen, China, Amazon announced it would open a dedicated section offering low-cost, unbranded items shipped directly from China....
