2 Comments
User's avatar
⭠ Return to thread
Joe's avatar

What about expansion outside the US? I thought about a similar situation whereby a retailer or brand opens their first store outside the US (UK, France, Dubai, China) and if the products are loved then the stock may fly (recently Lululemon)

Expand full comment
Noah's avatar

This blog post got me immediately thinking about Coupang with their expansion into Taiwan. Similar analogy with countries in the Asia rather than regions in the US. Likely too early to call, but expanding outside of their specific South Korean market could be a very important inflection point for the business.

Expand full comment