Responding to The Alibaba Effect

30 Pages·2014·0.72 MB·English

by  Michael Schwab

Responding to
The Alibaba Effect
Jim Tompkins
CEO, Tompkins International
August 26, 2014
Tompkins Supply Chain Leadership Forum | August 25-27, 2014
Tompkins Supply Chain Leadership Forum | August 25-27, 2014
Copyright © 2014
Disclaimer
All of the information in this presentation is the result
of Tompkins International’s research of public
information.

There is no information being presented today that
comes from any proprietary source.

Tompkins International does not discuss information
about their clients unless that information has been
published.

Tompkins Supply Chain Leadership Forum | August 25-27, 2014 2
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Alibaba: After the Video - Top 7
1. IPO Valuations
• $117B to $230B
2. New Ventures: China
• Limo Service
• Milk Producer
• Movies
• Set-Top-Boxes
• Mobile
• Soccer
• Mutual Fund
• Video Games
• Cloud Web Services

Tompkins Supply Chain Leadership Forum | August 25-27, 2014 3
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Alibaba: After the Video - Top 7
2. New Ventures (continued) - U.S.
• Carpooling
• Photo messaging application
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Alibaba: After the Video - Top 7
3. China Market Growth
• Tmall 18.15% quarter over quarter
• Taobao 8.47% quarter over quarter
• China
ˉ 2013: $294B
ˉ 2018: $672B
• Southeast Asia
– 2013: $878M
– 2017: $21.8B
Tompkins Supply Chain Leadership Forum | August 25-27, 2014 5
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Alibaba: After the Video - Top 7
4. China Company Growth: Capital
• July 23, 2013: Alibaba establishes program
where companies can borrow $1 for each $1
you export
– Up to $1.6M
– China firms will continue to grow exports
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Alibaba: After the Video - Top 7
5. Global Expansion and Logistics

• U.S. China: ShopRunner
• France, Italy, UK, Spain, Brazil, Australia,
Singapore, Indonesia, Philippines, Vietnam,
Thailand, Malaysia, and South Korea are all
doing deals.
• China shipping

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Alibaba: After the Video - Top 7
6. China Logistics

• Rookie Network facilities

• Rookie Network software
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Alibaba: After the Video - Top 7
7. Omnichannel
• Intime
• Taiwan
• Lotte
• Nielsen

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After the Video: Forward and
Backward Marketplaces
1. Big marketplaces get bigger because people go
there/merchants go there.

2. Big marketplaces sell more advertising and/or
have more traffic.
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