Alibaba Reorg (Interconnected)

  • Either a Berkshire-like model or just clever corporate engineering
  • Dubbed “1+6+n”, Alibaba plans to evolve into a single holding company (the “1”) with six distinct businesses – each with its own CEO, board of directors, P&L, and the autonomy to set business strategy (the “6”). Additionally, there are also a handful of smaller units under the holding company that are less mature, more speculative bets (the “n”).
  • The six units are:
    • China Commerce (Taobao, Tmall, Taobao Deals, Taocaicai, Freshippo, Tmall Supermarket, Sun Art, Tmall Global. Alibaba Health, and
    • International Commerce (Lazada, AliExpress, Trendyol, and Daraz)
    • Local Consumer Services (, Amap, and Fliggy)
    • Cainiao (domestic and international logistics)
    • Cloud (Alibaba Cloud, DingTalk, and other cloud-based B2B SaaS products)
    • Digital Media and Entertainment (Youku and Alibaba’s own movie studio)

Source: Alibaba Reorg (Interconnected)

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