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#280 - This Week In Consumer & Commerce: China, Vertical Integration, Supreme, Lalo, & more.

DTC POD: How The Best Brands Are Built

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The Evolution of Chinese E-Commerce

Ramon: "I've always surfaced Chinese e-commerce but I've never really taken a deep dive" Ramon worked for Amazon China back in the day. He says what we're seeing is someone putting a branding play, finding a Chinese manufacturer and selling it online to a consumer. The market by China concept has only seen this marketed by China concept take off with like AliExpress, Wish, DHG, Timu, Sheen,. And so what is the markup? What is the price of the higher end and the curation?

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