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Allbirds CEO on Amazon's copycat strategy

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Re: Allbirds CEO on Amazon's copycat strategy

#3
Abstractly, the question at hand is this: is a retailer that sells its own in house brand anticompetitive due to the information it has on potential competitor sales?

Other large retailers: Target, Walmart, etc. have a higher percentage of in house brands for sale than Amazon. So on this argument going after Amazon means you need to decouple retailers from in house brands across the board.

Even the concern about search placement has concerns, as shelf space in the store can be viewed as a analogous to search pages.

Re: Allbirds CEO on Amazon's copycat strategy

#4

If you can't succeed because somebody made a low effort, low quality copy of your product, then you don't deserve to make money. Especially in light of the fact that Coke has been around for 150 years and is essentially just sugar water.

Coke actually has regulatory protections in place. They can use flavor extracted from coca plant through a special arrangement with the dea.

Anyway they sell all kinds of varieties of sugar water, and the margins are extremely thin.

Re: Allbirds CEO on Amazon's copycat strategy

#5

If you can't succeed because somebody made a low effort, low quality copy of your product, then you don't deserve to make money. Especially in light of the fact that Coke has been around for 150 years and is essentially just sugar water.

I largely agree with your point but I think your example could have been better, companies like CC but a better example would be Red Bull could easily be switched out for a cheap clone and not suffer much in revenue, Red Bull has no superior quality but it's the brand that sells.

Re: Allbirds CEO on Amazon's copycat strategy

#6
post #3

Abstractly, the question at hand is this: is a retailer that sells its own in house brand anticompetitive due to the information it has on potential competitor sales? Other large retailers: Target, Walmart, etc. have a higher percentage of in house brands for sale than Amazon. So on this argument going after Amazon means you need to decouple retailers from in house brands across the board. Even the concern about sear…

I think most people don't know that shelf space is actively sold by the stores. They imagine the stores go out and find the best products to display. That's not what happens.

Re: Allbirds CEO on Amazon's copycat strategy

#7
Allbirds is a luxury brand. Retailers offer cheap versions of luxury brands. There's little surprise here. Should Ray-Bans complain that Walmart offers sunglasses that look nearly identical at a tenth of the price?

Amazon has plenty of dodgy business practices, but I don't think this is one of them.

Re: Allbirds CEO on Amazon's copycat strategy

#8
post #5

If you can't succeed because somebody made a low effort, low quality copy of your product, then you don't deserve to make money. Especially in light of the fact that Coke has been around for 150 years and is essentially just sugar water.

I largely agree with your point but I think your example could have been better, companies like CC but a better example would be Red Bull could easily be switched out for a cheap clone and not suffer much in revenue, Red Bull has no superior quality but it's the brand that sells.

Red bull tastes better than a lot of others.

Re: Allbirds CEO on Amazon's copycat strategy

#9
post #4

If you can't succeed because somebody made a low effort, low quality copy of your product, then you don't deserve to make money. Especially in light of the fact that Coke has been around for 150 years and is essentially just sugar water.

Coke actually has regulatory protections in place. They can use flavor extracted from coca plant through a special arrangement with the dea. Anyway they sell all kinds of varieties of sugar water, and the margins are extremely thin.

I mean, the law itself doesn't say only Coca-Cola can use the coca leaves.... they just have an exclusive deal with the only company that is licensed to import it.

Re: Allbirds CEO on Amazon's copycat strategy

#10

If you can't succeed because somebody made a low effort, low quality copy of your product, then you don't deserve to make money. Especially in light of the fact that Coke has been around for 150 years and is essentially just sugar water.

Amazon has copied 50,000+ items, some open source, some proprietary SaaS, they surely weren't all garbage undeserving of success. Predatory platforms might be the actual problem.
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