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Zalando SE – Strategic Resilience and Accelerated Growth in 2025
A Successful Post-Pandemic Pivot Zalando SE, the European leader in online fashion, is confirming a return to robust growth in 2025, turning the page on the stagnation observed between 2021 and 2023. After revenue plateaued around €10.3 billion during that period, fiscal year 2024 marked an inflection point with revenue reaching €10,573 million (+4.2% vs. 2023) and, crucially, a significant restoration of operational profitability. Interim data for 2025, particularly a recor
Dec 7, 2025
Jumia Technologies: Operational Rationalization and Currency Challenges
Jumia Technologies, often dubbed the sole pan-African e-commerce "unicorn," is navigating a critical phase of its stock market history. Far from the exuberance of its 2019 IPO, the current management, is executing a strategy of survival and optimization (the "turnaround") aimed at proving the solvency of the business model against extreme macroeconomic volatility. 1. Strategic Pivot: From Growth to "Unit Economics" Analysis of the recent strategy reveals a sharp break with th
Dec 3, 2025
Pinduoduo: Anatomy of Engineered Hypergrowth
In less than a decade, Pinduoduo (PDD) has evolved from an unknown startup to a global e-commerce giant, surpassing $100 billion in...
Jun 4, 2025
JD.com: Vertical Integration and New Growth Drivers
A Fully Integrated End-to-End Retailer Founded in 1998 by Liu Qiangdong and listed on the Nasdaq since 2014, JD.com has become China’s...
May 29, 2025
Alibaba: Re-igniting Growth Between Domestic Saturation and Global Expansion
Founded in 1999 as a simple B2B website, Alibaba has morphed into a digital empire spanning online commerce, cloud computing, logistics,...
May 27, 2025
PDD Holdings: From Pinduoduo to Temu, the Rise of an E-Commerce Giant
PDD Holdings Inc. is a digital commerce group. Its two flagship platforms dominate the business model: Pinduoduo, created in China in...
May 23, 2025
Amazon in 2024: Strong Growth and AWS’s Key Role in the Group’s Profitability
Amazon delivered strong financial performance in 2024, reinforcing its leadership across its various business segments. The company...
Feb 23, 2025
Mercado Libre: A Key Leader in Latin American E-commerce
Founded in 1999, Mercado Libre is the leading e-commerce platform in Latin America, operating in 18 countries, including Brazil,...
Nov 19, 2024
Copart: A Global Reference in Online Vehicle Auctions
Founded in 1982 and headquartered in Dallas, Texas, Copart has established itself as a global leader in online vehicle auctions. The...
Nov 18, 2024
Shopify: A Leading Player in Global E-commerce
Founded in 2006 and headquartered in Canada, Shopify has quickly established itself as one of the top platforms in e-commerce. Its...
Nov 17, 2024
Jumia: A Recovery Strategy Amid Market Challenges in Africa
Founded in 2012, Jumia is a leading e-commerce platform in Africa, combining logistics, marketplace services, and digital payments...
Oct 7, 2024
Alibaba: Growing Despite a Challenging Economic Environment and Intense Competition in China
Founded in 1999 by Jack Ma, Alibaba Group has grown to become one of the largest global companies in sectors such as e-commerce, cloud...
Sep 30, 2024
Costco: Global Expansion and Strong Online Growth for 2024
Founded in 1983, Costco Wholesale Corporation operates a membership-based warehouse model, offering a wide range of products, from...
Sep 27, 2024
Meituan: Strong Growth Driven by Local Commerce and Delivery in 2024
Meituan, founded in 2010, is one of China's largest technology platforms, offering a wide array of services such as food delivery, hotel...
Sep 25, 2024
Zalando: Seeking a Revival After Business Stagnation Since 2021
Zalando, the European e-commerce giant specializing in fashion and lifestyle, continues to strengthen its market position despite a...
Aug 11, 2024
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