Dada Nexus Is The Growth Retailer To Look Now

Dada Nexus Limited (NASDAQ: DADA) has not yet gained the followership or investor respect that is commanded by other fast-growing retailers like China-based Pinduoduo Inc. (NASDAQ: PDD) or the US-based Wayfair Inc. (NYSE: W), even though Dada carries similar traits, i.e. revolutionizing retail using a differentiated approach and a management that is focused on building long-term sustainable advantage. Dada’s differentiated approach allows the company to act as a bridge to bring out the best in offline and online business models, one that brands love and customers find utilitarian for its…

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Lyft’s Financially Responsible Decisions Will Shine After Lockdown

Lyft Inc. (Nasdaq: LYFT), like Uber Technologies Inc. (NYSE: UBER) and other travel-related businesses, is suffering due to lockdown, but we believe that ride-hailing businesses will be among the first ones to benefit when the economies start to open up and Lyft’s efforts to realign its cost structure will shine in the post-lockdown world. As covered in our recent note on Uber, both ride-hailing majors will have an edge over other businesses hit hard by the pandemic, i.e. airlines, cruise lines, retail REITs, etc., in terms of making a comeback.…

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