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Head-to-Head in E-Commerce: Alibaba vs.

Coresight Research

What's Inside

For Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth.


What’s the Story?

Why It Matters

Alibaba vs. A Deep Dive

Business Models

Share of China’s E-Commerce Market

Revenue Growth


Internally Developed Technologies: Growth Drivers’s Logistics Development: In Detail

Alibaba’s Logistics Development: In Detail

New Retail

Where Are the Two Companies Heading?

What We Think

Implications for Brands/Retailers


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