3 ms·

Are these businesses really viable individually?

• A_D_E_P_T 4y ago
  Alibaba's six new groups are: - Cloud - Chinese e-commerce (taobao.com + others like 1688.com) - Global e-commerce (alibaba.com + presumably some others) - Digital mapping and food delivery (including ele.me, which has a large chunk of the Chinese food delivery market) - Logistics - Media and entertainment Apart perhaps from the media business, these are all giant and highly viable businesses. And, even if they're spun off and managed separately, doesn't mean they won't work together -- Alibaba's new "Logistics" spin-off will surely do well by providing delivery services to the "Chinese e-commerce" spin-off.
  • Freak_NL 4y ago
    > Global e-commerce (alibaba.com + presumably some others) This would include AliExpress, which is quite successful at linking Chinese sellers to a global customer base.
    • jrmg 4y ago
      Are e.g. AliExpress, Alibaba and TaoBao ‘different’ for sellers now? Like, do they need two or three separate accounts and the ability to process orders separately for each market, or will this complicate things for them?
  • meh8881 4y ago
    I don’t think I would say the same of Amazon if we split it up into those things, minus the digital mapping and food delivery which honestly sounds like the worst of them anyway. > Alibaba's new "Logistics" spin-off will surely do well by providing delivery services to the "Chinese e-commerce" spin-off. Unless the Chinese e commerce spin-off realizes it was much better when they had in house logistics and just starts building that again?
    • abudabi123 4y ago
      You could combine Amazon's ”Nextdoor“ group and the ”Stingray“ project under digital mapping and food delivery.