Saturday, May 24, 2014

more info AB Kinnevik & Rocket Internet GmbH. capital markets day 2014 / 13 presentations


Introduction - Kinnevik
http://es.scribd.com/doc/225876706/KinnevikCMD2014-pdf     
Rocket Internet Overview & Operations    
http://es.scribd.com/doc/225877279/RocketInternetKinnevik2014-pdf
Lamoda
http://es.scribd.com/doc/225877278/Lamoda2014-pdf    
Dafiti
http://es.scribd.com/doc/225877277/Dafiti2014-pdf    
Zalora
http://es.scribd.com/doc/225877276/Zalora2014-pdf    
Jabong
http://es.scribd.com/doc/225877275/Jabong2014-pdf     
Namshi
http://es.scribd.com/doc/225878861/Namshi2014-pdf     
Lazada
http://es.scribd.com/doc/225878862/Lazada2014-pdf     
Linio
http://es.scribd.com/doc/225878865/Linio2014-pdf     
Jumia
http://es.scribd.com/doc/225878867/Jumia2014-pdf    
Home24
http://es.scribd.com/doc/225878866/Home242014-pdf    
Westwing
http://es.scribd.com/doc/225878868/Westwing2014-pdf     
Zalando
http://es.scribd.com/doc/225878863/Zalando2014-pdf

If you want to replicate a big success in Brazil, it will be as hard as the same to replicate it in all European countries, but in this case with 1/8 of population and the majority of the persons DO NOT own or WILL NOT use a credit/debit card to buy online! They will prefer to research online and then buy offline.
The same for Africa, and perhaps the same for Russia.
 (See eHarmony Brazil how it failed)


I suspect no one of those companies are designed to be profitable ever.
They have big losses because they sell below cost to gain traction.
All cloned companies seem like bubbles. 


See this fresh article at Bloomberg:
http://www.businessweek.com/articles/2014-05-15/germanys-samwer-brothers-take-their-web-copycat-act-global
Germany's Samwer Brothers Take Their Web Copycat Act Global "In the past two years, the Samwers have been forced to rethink that formula since the flash-sales site Fab eclipsed Rocket’s imitator in Europe, Bamarang. Fab’s success prompted companies such as Airbnb to fight the clones instead of paying them off. The Samwers declined to comment for this story. "
then "Fab once again fires a big chunk of its workforce"
http://vator.tv/news/2014-05-22-fab-once-again-fires-a-big-chuck-of-its-workforce



Big investments, big losses
http://venturevillage.eu/kinnevik-rocket-internet-investments
As for the young Latin American Amazon clone, Linio, 2017 is set to be a good year – with estimated revenues of €281m, the Samwers claim that the return on sales will be an impressive 12%. This is a clear sign of the Samwers’ huge and rather unrealistic ambitions: by comparison, the company’s US original, Amazon, makes just over 1% in returns.




Please see also:
A very complicated interlace of "Jade xxxx GmbH." and "Brillant xxxx GmbH." companies
http://onlinedatingsoundbarrier.blogspot.com.ar/2014/04/a-very-complicated-interlace-of-jade.html
Dafiti Latam GmbH. balance 2011
http://onlinedatingsoundbarrier.blogspot.com.ar/2014/02/dafiti-latam-gmbh-balance-2011.html
All European countries fit in Brazil or Australia,
http://onlinedatingsoundbarrier.blogspot.com.ar/2014/05/all-european-countries-fit-in-brazil-or.html
AB Kinnevik & Rocket Internet GmbH. capital markets day 2014 / 13 presentations
http://onlinedatingsoundbarrier.blogspot.com.ar/2014/05/ab-kinnevik-rocket-internet-gmbh.html

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