Michael H. Lints - Brick-and-Mortar Battles

The distinction between eCommerce and traditional commerce is becoming less obvious. eCommerce player
Michael H. Lints - Brick-and-Mortar Battles
By Michael H. Lints • Issue #2
The distinction between eCommerce and traditional commerce is becoming less obvious. eCommerce players open brick and mortar stores to market their brand, and traditional retailers look to acquire tech startups for their experience, knowledge and sometimes their brand. The horror stories of US retailers closing stores and not keeping up with innovation (see articles) are plentiful. Is there a similar trend in South East Asia? If we look at China (often called the future of shopping), 19.6% of the shoppers buys online (globally it’s 7.1%, measured in 2015). Interestingly enough South East Asia heads up the leaderboard when it comes to online shoppers that buy through social media (Thailand and Malaysia are respectively n0. 1 and 3 with 51% and 31%). These numbers are something for brick and mortar retailers to think about.

# Brick-and-Mortar
The Long, Hard, Unprecedented Fall of Sears - Bloomberg
An icon of 20th century American retailers laid low.

J.Crew’s Mickey Drexler Confesses: I Underestimated How Tech Would Upend Retail - WSJ
The retail legend didn’t understand how speed and price would drive internet shoppers. After 10 quarters of falling sales, the brand wants to create a more accessible image and add digital marketing.
Grana, the two-year-old direct-to-consumer brand based in Hong Kong, will bring its co-ed affordable luxury line to the United States this summer, positioning itself as a competitor to brands like Everlane and Uniqlo.
Can Wal-Mart’s Expensive New E-Commerce Operation Compete With Amazon? - Bloomberg
A recent acquisition spree including Jet.com gives the retail giant much-needed digital chops.
# Corporate Acquisitions
KPMG acquires global fintech innovation and matchmaking platform Matchi - The Economic Times
“These acquisitions are important from the perspective of the growth of Fintech sector, both globally and in India,” said Neha Punater, Head of Fintech, KPMG in India.
Dell Technologies Unveils Venture Arm Formerly in Stealth — Dell Technologies Capital
Dell Technologies, the world’s largest privately-controlled technology company, today brings out of stealth its venture practice, Dell Technologies Capital. Since its inception a few years ago, Dell Technologies Capital has been an active investor in more than 70 early-stage startups, with the mission of helping founders and their teams develop innovative technology solutions and bring them to market.
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Michael H. Lints
A venture capitalist born in The Netherlands and living in Singapore, sharing thoughts, ideas, concerns and opportunities in the venture capital industry.
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