In light of BABA's recent anti-PDD policy, I … Pinduoduo hatte im März erst 1,1 Mrd. Here we look at two such high-growth ecommerce companies in China to see which stock is a better buy right now. But by 2019, Alibaba had added only 39 new projects, the lowest since 2014. Gentlemen marketing agency, a professional Chinese marketing expert. During the recent Singles Day campaign that took place in China in the first 11 days of November, the gross merchandise volume (GMV) for Alibaba, In fiscal 2020, the company’s gross merchandise volume stood at $1 trillion and accounted for almost 17% of total retail sales in the country. In Ali’s history, there have been countless battles, but it seems that no other year is like 2020: Taobao and Tmall have been attacked by Pinduoduo and JD; upstream traffic has been blocked by Kuaishou and Douyin. Marketing to China is a website created by Gentlemen Marketing Agency designed to provide fresh insights and a deeper understanding of the Chinese market. Pinduoduo currently has a serious platform operation problem: mature e-commerce users find that the Pinduoduo shopping experience is not very good, because they cannot ensure that the merchants will deliver goods on time and whether they can buy their desired products. I very much enjoyed yoru research and analysis. China is a rapidly growing consumer market with more companies throughout the world looking for ways to develop their marketing, branding and communication that is relevant to Chinese consumers. Please feel free to contact us, we will be very happy to share our experience and knowledge with you. Have you written or provided any analysis on you opinions of JD.com vs PDD vs Ali? Earnings were also significantly higher than consensus estimates of a loss of $0.17. In the U.S., ecommerce sales accounted for 16% of total retail sales in the June quarter and these percentages are significantly lower in emerging markets in Asia and Latin America. Aditya Raghunath is a financial journalist who writes about business, public equities, and personal finance. For Pinduoduo, how to solve the problem of logistics, to better convert consumers into loyal customers, and to achieve stable long-term development is the next problem they need to solve. Copyright © 2020. primisElmt.setAttribute('type', 'text/javascript'); Alibaba already has a large stake in almost every logistics company in China. By 2020, Juhuasuan will become the number one product for Alibaba to crush its competitors. Close • Posted by 2 minutes ago. have gained 450% in just over two years, easily outpacing peers and the broader market. It wanted to defeat Ali with its self-operated quality assurance and the high efficiency of self-built logistics, but it failed. Your email address will not be published. Pinduoduo burst onto Alibaba’s radar screen with rapid revenue growth, profit metrics on a par with those of the market leader and a down-market strategy challenging Alibaba’s emphasis on higher-end products and consumers. Pinduoduo claimed 7.3% of the country's e-commerce market last year, according to eMarketer, putting it in third place behind Alibaba and JD.com -- … Analysts tracking the stock, expect sales in 2020 to rise by 72% while its forecast to improve sales by 54% in 2021. Analysts tracking the stock have a 12-month average target price of $338 for Alibaba, indicating an upside potential of 28% from current levels. This is very different from Alibaba’s platforms. Note that BABA is one of the stocks in the Reitmeister Total Return portfolio. After Pinduoduo users become scale, the scope and role of subsidies will be reduced accordingly. Lyfen, how China Snacks Leader sells online? In addition, Pinduoduo compared with Alibaba, there are also logistics problems. Similar to other ecommerce companies, Pinduoduo has crushed the broader market and gained over 250% year-to-date. Your email address will not be published. During the recent Singles Day campaign that took place in China in the first 11 days of November, the gross merchandise volume (GMV) for Alibaba stood at $74 billion, up 26% year-over-year. The same customer base driven by an increase in purchasing power development by. Alibaba und JD von Jochen Krisch am November 17, 2020 • ( 0 ) orient ’ article enjoyed... By 2020, Juhuasuan launched a “ ten-billion-yuan subsidy ” plan in 2019...: Alibaba-Verfolger beschafft sich über aktien und Bonds frische Mittel in Höhe von 6,1 Mrd monthly users 50. And analysis for CEO, Entrepreneurs, and 7.5 billion long-term and short-term investments in its,! Aktien und Bonds frische Mittel in Höhe von 6,1 Mrd see all exchange delays and terms of use, see... Loyal to specific brands, not channels like Pinduoduo über aktien und Bonds Mittel... 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