Browsing e-commerce: An untapped $250B+ opportunity

The KPIs required to win in the search based e-commerce and browsing e-commerce models are different. While Amazon might be laser focused on 1) delivery time 2) SKU count 3) conversion; PDD might be laser focused on 1) user engagement 2) churn 3) SKU count.

However, the one model that I am the most excited about is browsing e-commerce. Current leaders, Amazon, Alibaba or JD, are mostly search based — users know what they want, they search for it on the app, and find the product within the first scroll. Browsing e-commerce is a model where users come with the intent of having fun, much like going to a ... See more