3 Strategy Questions for Magazine Luiza / Magalu in Brazil (140)

This week’s podcast is about Magazine Luiza / Magalu and how they ended up as the pioneers of online-merge-offline (OMO) in Brazil retail. It’s a fascinating business model.You can listen to this podcast here or at iTunes and Google Podcasts.Here are my three strategy questions about Magalu:Big Question #1: Will Magalu Become an "Ultimate B2C Marketplace"? Big Question #2: Will Magalu go full OMO? Will they be more aggressive in retail formats?Big Question #3: Will Magalu go full "infrastructure of commerce"?----------Related articles:Why I Really Like Amazon’s Strategy, Despite the Crap Consumer Experience (US-Asia Tech Strategy – Daily Article)3 Big Questions for GoTo (Gojek + Tokopedia) Going Forward (2 of 2)(Winning Tech Strategy – Daily Article)Why Netflix and Amazon Prime Don’t Have Long-Term Power. (2 of 2) (US-Asia Tech Strategy – Daily Article)From the Concept Library, concepts for this article are:OMO / New RetailInfrastructure of CommerceBrazilFrom the Company Library, companies for this article are:Magazine Luiza / Magalu--------I write, speak and consult about digital strategy and transformation.My book Moats and Marathons details how to measure competitive advantage in digital businesses.I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show