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Showing results 1-6 of 12 for 'Jumia'
Articles
Global Themes / Global

Why the Baby Amazons should continue to outperform

The Baby Amazons have outperformed Amazon by an average of 63% in 2020. Baby Amazons have even greater potential than Amazon in the post-Covid-19 world. EM e-commerce players are replicating the success of Amazon at a faster pace. The Baby Amazons’ g...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 13 September 2020
Why the Baby Amazons should continue to outperform
Why the Baby Amazons should continue to outperform
Flash Report / United States of America

Why profits are irrelevant to food delivery

Tracy Chapman composed If Not Now in 1988 – long before online food delivery. Predictably, ride-hailing revenues have been decimated by Covid-19. UberEats, its food delivery arm, did see revenues double to US$1.8 billion. Despite incredibly advantage...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 17 August 2020
Why profits are irrelevant to food delivery
Why profits are irrelevant to food delivery
Flash Report / Germany

Wirecard bankruptcy could be a Lehman moment for e-commerce

Wirecard, the German-listed payments giant, declared insolvency today. The company had drawn on almost all of its credit lines in the last few days and the previous CEO, Markus Braun, has been arrested. Further arrests of Wirecard personnel seem immi...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 25 June 2020
Wirecard bankruptcy could be a Lehman moment for e-commerce
Wirecard bankruptcy could be a Lehman moment for e-commerce
Flash Report / Global

Amazon’s latest investment in India could signal more Big Tech deals in EM

Many weddings have been cancelled due to Covid-19, but there seems to be a rush to the altar to marry data and e-commerce lately. Preferential access to Amazon Prime from registering on the network has been one of the ways Airtel employed to attract...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 11 June 2020
Amazon’s latest investment in India could signal more Big Tech deals in EM
Amazon’s latest investment in India could signal more Big Tech deals in EM
Flash Report - Equity / Indonesia

Facebook's Indonesia investment raises the prospects for EM E-commerce

Yesterday, Facebook announced an investment in the leading Indonesian ride-hailing and food delivery giant Gojek. The size and stake were not revealed by Facebook when contact by Tellimer. Over 98% of Indonesia's 270mn people use at least one Faceboo...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 4 June 2020
Facebook's Indonesia investment raises the prospects for EM E-commerce
Facebook's Indonesia investment raises the prospects for EM E-commerce
Equity Analysis / Nigeria

Nigeria E-Commerce: The route to profit for ride-hailing and food delivery

Online food delivery volumes have skyrocketed during the lockdown in Nigeria, with a more than 50% increase in the items sold on Jumia Food between 2 March and 27 April. According to the management discussion in 1Q2020 results, there has been a surge...
Tellimer Research Nirgunan Tiruchelvam
Nirgunan Tiruchelvam @ Tellimer Research 26 May 2020
Nigeria E-Commerce: The route to profit for ride-hailing and food delivery
Nigeria E-Commerce: The route to profit for ride-hailing and food delivery
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