INSIGHTS
Executive Market IntelligenceTM
A published research series that reads one global industry at a time, maps it region by region, scores the players on frameworks I've built, and ends every page with a decision to make.
eCommerce Market Intelligence
Executive research into the world's leading commerce companies. Understand how Amazon, Shopify, Temu, Alibaba, Zalando, Mercado Libre, and others build competitive advantage, scale globally, and shape the future of digital commerce through in-depth strategic analysis.
Amazon
Read country by country, Amazon isn't one empire, it's owned European strongholds, contested launches, and a Gulf duopoly it shares with Noon.
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Shopify
The merchant operating system is the counter-bet to Amazon, giving brands scale without handing over the customer.
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COMING SOON
Temu
Factory-direct pricing reset the floor under everyone in three years, and the open question is whether the economics hold once the subsidies stop.
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COMING SOON
Alibaba
The ecosystem that fused marketplace, payments, and logistics still owns China, and its next test is whether that model travels.
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COMING SOON
Zalando
The European fashion champion is turning its own logistics and tech into a platform others rent, and regulation quietly protects it.
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COMING SOON
Mercado Libre
In Latin America the flywheel is fintech plus logistics, which is why a regional player out-earns the global giants on their own turf.
Download Deep-dive AnalysisGlobal Gaming Industry Market Study 2026
Gaming's value is moving from selling games to owning the platform, the store, and the engine everyone else builds on.
COMING SOON
Sony PlayStation
Premium hardware and exclusive franchises are the console moat, and the question is how long exclusivity holds as rivals pivot to services.
Download Deep-dive AnalysisMicrosoft Xbox and Activision
Content plus subscription plus cloud is a deliberate pivot away from the console, betting that owning the library beats winning the hardware cycle.
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COMING SOON
Nintendo
Owned IP and distinct hardware build a closed garden that prints margin, and its discipline is the thing rivals keep failing to copy.
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COMING SOON
Tencent
The invisible giant sits behind global equity stakes and super-app distribution, which makes it the most under-tracked power in the industry.
Download Deep-dive AnalysisValve Steam
The PC storefront is a toll on almost every sale, and that distribution chokepoint is a quieter moat than any console.
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COMING SOON
Epic Games
Engine, store, and Fortnite form a three-front platform play, and the open question is whether it can fund a challenge to Steam long enough to win.
Download Deep-dive AnalysisPC and Computing Hardware Market Study
The PC is a mature, low-growth market, so the winners compete on ecosystem, services, and AI-PC upgrade cycles rather than on the box itself.
PC Accessories and Peripherals Market Study
Peripherals stopped being commodity add-ons and became brand-led, software-defined ecosystems where the margin sits in the community, not the hardware.
AI Industry Market Study
The AI market's value is splitting into three layers, models, infrastructure, and applications, and where each player sits decides who captures the margin.
Running Market Study
Running is the clearest case of challenger disruption in consumer, where On and Hoka rewrote a category the incumbents assumed they owned.
Luxury Market Study
Luxury's engine is desirability and pricing power, so the houses that control scarcity and experience outperform the ones chasing volume.
Enterprise Software and Cloud Market Study
Enterprise value is defined by switching costs, so the platforms that embed deepest into workflow and data compound while point solutions get absorbed.
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Social Media Industry Market Study
Social platforms compete for finite attention, and the winners convert that attention into a creator economy and a commerce engine, not just ad inventory.