$Alibaba(BABA)$ Taobao togethe

$Alibaba(BABA)$ Taobao together with Dhgate appears to be unlikely beneficiaries of the tariffs war. With 145% tariffs on Chinese products coming into the US, big brands aren't going to swallow the tariffs cost & hurts their bottom line. They're cutting decades long Chinese manufacturing partners out leaving these partners facing no buyers for their top quality products. Instead, they went on TikTok to spill the beans on big brands supply chain secrets & profitability spurring this latest trend of buying directly from manufacturers. Taobao is currently Top 3 downloaded app on both iOS & Android phones in the US. Best wishes. Cheers 🥂

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Comments

Merle Ted
04-19
Merle Ted
Even though BABA started as an electronic retailer, this business accounts for very little of their top and bottom line. Most of their revenue and profit is derived from the infrastructure of electronic retailing, web service, providing major infrastructure for other companies and AI.
Valerie Archibald
04-19
Valerie Archibald
Alibaba is that heavyweight champ who took a few hits, went quiet, and now? He's lacing up the gloves again. Don’t forget this is the backbone of China’s e-commerce world. It’s not just Taobao and Tmall—it's cloud, logistics, global expansion, and more.
Max87
04-18
Max87
Wind is finally shifting. Jack Ma was right to shift group's focus back to Taobao.
BerniceCarter
04-18
BerniceCarter
Interesting perspective
Chungllq
04-18
Chungllq
Interesting take

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