Skip to content

Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

  • About
  • Dithering
  • Exponent

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Support

Please email support@stratechery.com
Companies

Jet.com

Walmart’s E-Commerce Struggles, Textbook Disruption, The Benefits of Not Competing

Posted onTuesday, July 9, 2019Tuesday, July 9, 2019 Author by Ben Thompson

Walmart is struggling in ecommerce for very predictable reasons; the company — and economy — is better off leveraging its assets and not competing directly with Amazon.

Walmart Earnings, Walmart’s Grocery Business, Amazon’s Grocery Stumbles

Posted onMonday, February 25, 2019Tuesday, December 24, 2019 Author by Ben Thompson

Walmart’s earning suggest that the company’s online grocery business is doing well, even while Amazon struggles. This is not a surprise, given the two companies points of integration.

Follow-up: Didi, Uber, and Instagram Stories; Walmart Reportedly Buying Jet.com; Amazon Earnings

Posted onThursday, August 4, 2016Tuesday, December 24, 2019 Author by Ben Thompson

More news and follow-up on Didi and Uber, and whether or not Instagram Stories will succeed. Then, Walmart is reportedly buying Jet.com, but Amazon’s earnings show how far they have to go.

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

Follow

Create an account to receive
Weekly Updates via
Email, Podcast, or RSS

Explore Stratechery

  • Concepts
  • Companies
  • Topics

Archives

  • Articles
  • Daily Updates
  • Years in Review

Account

  • Member
  • Delivery Preferences
  • Manage Account
  • Sign Out
  • Log In
  • Sign Up

Loading

Support

Please email support@stratechery.com
On the business, strategy, and impact of technology. © Stratechery LLC 2022 | Terms of Service | Privacy Policy