Insights
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insights
The Logistics Townhouse: fixing the 3,000 vs 50,000 SKU gap in physical retail
A typical fashion store carries 3,000 SKUs. The online competitor carries 50,000+. That is not a fair fight. Presented at the Deutscher Materialfluss-Kongress 2026 on 16 April, the Logistics Townhouse is a new building archetype — part dark store, part flagship — that lets retailers hold up to 75,000 SKUs and put any item in a customer's hand in under five minutes.
Why logistics real estate valuations are broken — and what should replace them
Europe's logistics market recorded 28.1 million sqm of take-up in 2025 — yet most valuations still rely on comparable transactions developed when the market was a fraction of this size. What occupier-grounded valuation looks like.
JD.com × Ceconomy: a stress test for European market logic
If JD.com takes a stake in Ceconomy / MediaMarktSaturn, the question is not whether Chinese trial-and-error will survive European parcel networks. It is what kind of operating model emerges when vertical integration, demand-pull logistics, and AI-driven experimentation meet European retail — and what a genuine Learning Synergy between the two sides could unlock.