My Visit to Luckin Coffee: Starbucks’ First Serious Challenger in China. (Pt 1 of 3)

There is a lot of buzz around “new retail” coffee chain Luckin Coffee in China now. They are opening at a blistering rate – about 800 outlets since their launch earlier this year. That’s 2-3 locations per day (including weekends). They are focusing strongly on digital and delivery – a “new retail” version of retail […]

There Is No Private Label in China. Daniel Zipser, McKinsey & Co China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

Do Chinese Consumers Change So Quickly Because of Product Cycles? Daniel Zipser, McKinsey & Co China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

Consumer China Always Has Opportunities for Late Entrants – Daniel Zipser, McKinsey & Co China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

Does China Marketshare Correlate with Baidu Searches? – Daniel Zipser, McKinsey & Co China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

How to Position for Rapidly Changing Chinese Consumers – Daniel Zipser, McKinsey & Co China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

Do Chinese Consumers Care About Foreign vs Domestic Brands? – Daniel Zipser, McKinsey & Co, China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

Are Chinese Consumers Brand Loyal? – Daniel Zipser, McKinsey & Co, China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]

Meituan’s IPO and How Food Delivery Symbolizes 3 Big China Internet Trends

So Meituan has gone public. And this is after Chinese O2O food delivery company Baidu Waimai was sold to competitor Ele.me. Basically, the space is now dominated by two companies: Ele.me (Alibaba-owned/backed) and Meituan Waimai (Tencent-owned/backed). I think food delivery symbolizes three big trends happening. Trend 1: Convergence is continuing. China’s internet giants (Alibaba, Tencent […]

In China, Social Media Drives Gym Memberships – Daniel Zipser, McKinsey & Co, China (Video)

Daniel Zipser is a Senior Partner at McKinsey & Co and is based in Shanghai. He leads the Consumer Packaged Goods and Retail Practices in Greater China. He recently gave a lecture at Peking University about Chinese consumers. My apologies for the poor camera work on this video. Think of it like a podcast. By […]