The Zozo Revival: A New Private Brand of Many Names, Category Expansion, Merchants Return
ZOZO (3092 JP)'s new plan to create a direct-to-consumer (DtoC) e-commerce platform this October, and fund the brands sold on it, is much more than...
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TMT Weekly: 3 Things that Stood Out The Week of 6/​​​19/​​​2020
This week we highlight Shopify's compelling aggregation strategy, along with some thoughts on Instacart, Walmart, Oracle, and Slack. Obex’s...
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Tencent – No After-Taste
*Deal Already Paying Dividends: Afterpay (APT.AU) gave an update on its US business where it has surpassed 5 mn active customers  - with at least...
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Tencent – Pricey Aussie Transaction
* Small Investment Stake In Aussie Fintech Firm: Tencent (700.HK) filed a substantial notice that it took a 5% stake in Afterpay (APT.AU) via...
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Will Alibaba Acquire Ebay Korea?
In early March, it was reported that Ebay Korea is up for sale. Ebay Inc (EBAY US) owns a 100% stake in Ebay Korea, which owns the Gmarket and...
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