Thank you for these well researched note Alexandre!
While I would agree that Amazon may not be for everyone, I don't know that Wish is a credible alternative. As you rightfully pointed out, the product selection is vastly different. as a result, Wish's revenue per buyer looks roughly 2 orders of magnitude below Amazon's. While the buyer mix would explain a 5x difference, here we are talking about vastly different needs served. This disconnect between the explicit positioning (better catering to a different segment) and what looks to be the reality (very well executed impulse purchase capture without a low cost / proprietary user flow) is what I find most troubling
Thank you for these well researched note Alexandre!
While I would agree that Amazon may not be for everyone, I don't know that Wish is a credible alternative. As you rightfully pointed out, the product selection is vastly different. as a result, Wish's revenue per buyer looks roughly 2 orders of magnitude below Amazon's. While the buyer mix would explain a 5x difference, here we are talking about vastly different needs served. This disconnect between the explicit positioning (better catering to a different segment) and what looks to be the reality (very well executed impulse purchase capture without a low cost / proprietary user flow) is what I find most troubling
Thanks for your comment! I fully agree that there is a disconnect between the promoted mission of the company and the reality for consumers. :)