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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.

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By Ben Thompson

  • About
  • Stratechery Podcasts
  • Member Forum

Explore Stratechery

  • Concepts
  • Companies
  • Topics

The Daily Update

  • About The Daily Update
  • Subscribe Monthly
  • Subscribe Annually

Free Weekly Articles

Consume via: Email / Podcast / RSS
Follow: Twitter / Facebook / LinkedIn
Exponent Podcast

Archives

  • Articles
  • Daily Updates
  • Years in Review
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