This week’s podcast is about Dingdong, a specialty ecommerce player in China focused on fresh groceries. It has gone public while still operating profit negative - but brings to mind a similar situation with Meituan at IPO.

You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya.

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Related articles:

Should Vipshop Build a Logistics Network Like JD? (Jeff’s Asia Tech Class – Podcast 7)
The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)

From the Concept Library, concepts for this article are:

Purchasing Economies
Economies of Scale - Geographic Density
Explore and Exploit

From the Company Library, companies for this article are:

Dingdong

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I write and speak about digital China and Asia’s latest tech trends.

I also run Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

This content (articles, podcasts, website info) is not investment 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. Investing is risky. Do your own research.

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Can Dingdong Win in Groceries and Specialty Ecommerce? (90)

The Tech Strategy Podcast