2 Comments

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

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