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Glenshore Perspectives

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by Glenshore

11 episodes

Updated Daily

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Podcast Overview

Critical thinking on the dilemmas of leadership, market dynamics, and Mergers & Acquisitions from the Glenshore teamThis show is dedicated to helping business leaders protect what they have built and think about what comes next. So, whether you are a CEO navigating growth options or a founder planning an exit, this show will change how you think about business in general, and M&A in particular.Discussions are inspired by Amine Laouedj's articles at <a target="_blank" rel="noopener noreferrer nofollow" href="http://glenshore.com">glenshore.com</a>. Produced by Glenshore, the London-headquartered boutique investment bank specializing in cross-border M&A and strategic advisory.

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Publishing Since

1/7/2026

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Recent Episodes

March 27, 2026

The $3.9 Billion Bet. When DoorDash Acquired Deliveroo to Build a Global Food Delivery Empire. Who Said Profitability?

In October 2025, DoorDash dropped $3.9 billion for Deliveroo. In one move, they jumped from 30 to 40 countries across Europe, the Middle East, and Asia.The logic is compelling: combine DoorDash's technology and deep capital reserves with Deliveroo's localized restaurant relationships and rider networks, and replicate in nine untapped countries the playbook that secured their US dominance by building strong local order density.But there is a catch.DoorDash built its US monopoly in fragmented suburban markets with gig-friendly labor laws. European markets are fundamentally different. Countries like the UK and France are dominated by multi-homing consumers and hostile regulatory regimes that threaten to break the underlying unit economics of the rider network.In this episode of Glenshore Perspectives, we examine if DoorDash can succeed in a massive cross-border challenge. Asset complementarity on a spreadsheet is one thing. Surviving different consumer cultures and hostile regulatory regimes is another.This podcast episode is inspired by the article written by Amine Laouedj, Managing Director at Glenshore, available at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.glenshore.com/articles/doordash-acquired-deliveroo-to-build-a-global-food-delivery-empire-who-said-profitability">https://www.glenshore.com/articles/doordash-acquired-deliveroo-to-build-a-global-food-delivery-empire-who-said-profitability</a>Date of recording: 27 March 2026Disclaimer: The analysis contained herein reflects publicly available information as of the date of publication, sourced from official filings, academic literature, and verified secondary sources without the use of proprietary or non-public data. The views expressed are those of Glenshore and are provided solely for informational and educational purposes; they do not constitute investment or financial advice, nor a recommendation to take any particular action. This material may contain forward-looking statements, and past performance is not indicative of future results. Glenshore makes no representations or warranties regarding the accuracy or completeness of this information and disclaims any liability for reliance upon it for any purpose. Any third-party organization mentioned is the property of its respective company and is used strictly for identification purposes. This material may not be copied, distributed, published, or reproduced in whole or in part without the express written consent of Glenshore.© 2026 Glenshore Limited. All Rights Reserved.

March 19, 2026

The €4 Billion Bet. When JD.com Acquired Ceconomy in the First Chinese Takeover of a Major European Retailer

In July 2025, <a target="_blank" rel="noopener noreferrer nofollow" href="http://JD.com">JD.com</a> (CEO Sandy Ran Xu) announced a €2.2 billion cash offer for Ceconomy AG (CEO Kai-Ulrich Deissner). By absorbing the company's net debt, the deal carries a total enterprise value of €4.0 billion, giving <a target="_blank" rel="noopener noreferrer nofollow" href="http://JD.com">JD.com</a> majority control of Europe's largest dedicated consumer electronics store network, spanning over 1,000 stores across 11 countries.The logic is compelling: combine <a target="_blank" rel="noopener noreferrer nofollow" href="http://JD.com">JD.com</a>'s world-class logistics technology and supply chain automation with Ceconomy's massive physical footprint and deep consumer trust, offer European shoppers an omnichannel experience no competitor can match, and finally bridge the gap between Amazon-level convenience and advisory-led physical retail.But there is a catch.In 1997 and 2007, retail giants like Walmart (in Germany) and Tesco (in the US) followed similar cross-border M&A playbooks, attempting to transplant domestic operating efficiencies into foreign environments. They failed, wrote off billions, and eventually exited the markets entirely.In this episode of Glenshore Perspectives podcast, we examine whether <a target="_blank" rel="noopener noreferrer nofollow" href="http://JD.com">JD.com</a> + Ceconomy can avoid that fate. This is more than a story about consumer electronics. It is about whether asset complementarity on a spreadsheet can survive contact with eleven distinct European labor markets, strict data regulations, and the complex human-capital challenge of cultural integration.This podcast episode is inspired by the article written by Amine Laouedj, Managing Director at Glenshore, available at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.glenshore.com/articles/jdcom-acquires-ceconomy-in-the-first-chinese-takeover-of-a-major-european-retailer">https://www.glenshore.com/articles/jdcom-acquires-ceconomy-in-the-first-chinese-takeover-of-a-major-european-retailer</a>

March 11, 2026

Mergers and Acquisitions: Why Acquirers Overpay for One Type of Deal and Underpay for Another

Companies spend more than $3 trillion on acquisitions every year. Between 70% and 90% of them fail to deliver the value their buyers expected. That failure rate has held steady for decades.Clayton Christensen proposed an explanation. There are two fundamentally different types of acquisition. One buys resources to plug into existing operations. The other buys a way of operating. Each requires a different integration approach, a different price logic, and a different governance structure after closing.Most acquirers do not make this distinction as clearly, misclassify the deal type, select the wrong integration approach, and destroy precisely what made the target valuable. Depending on the mistake, this could lead to overpayment... or underpayment.The framework Christensen proposed remains one of the most cited in the M&A literature, and, from experience, one of the least applied in practice.In this episode of Glenshore Perspectives, we examine errors this framework highlights, and what it means for business leaders on both sides of an M&A transaction. In particular, what determines whether the business survives the deal.This podcast episode is inspired by the article written by Amine Laouedj, Managing Director at Glenshore, available at <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.glenshore.com/articles/mergers-and-acquisitions-why-acquirers-overpay-for-one-type-of-deal-and-underpay-for-another">https://www.glenshore.com/articles/mergers-and-acquisitions-why-acquirers-overpay-for-one-type-of-deal-and-underpay-for-another</a>

11 total episodes available

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What is Glenshore Perspectives?: Critical thinking on the dilemmas of leadership, market dynamics, and Mergers & Acquisitions from the Glenshore teamThis show is dedicated to helping business leaders protect what they have built and think about what comes next. So, whether you are a CEO navigating growth options or a founder planning an exit, this show will change how you think about business in general, and M&A in particular.Discussions are inspired by Amine Laouedj's articles at <a target="_blank" rel="noopener noreferrer nofollow" href="http://glenshore.com">glenshore.com</a>. Produced by Glenshore, the London-headquartered boutique investment bank specializing in cross-border M&A and strategic advisory.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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