瑞幸咖啡如何能够在中国击败星巴克 (第2部分/共3部分)

在第1部分,我详细说明了我参观几家瑞幸咖啡门店的情况。这是一个来势凶猛的新兴企业,它致力于在中国的零售咖啡业打败星巴克。所以,在第2部分,我的问题是:瑞幸咖啡能干掉星巴克吗?

参观瑞幸咖啡(Luckin Coffee):星巴克在中国的首个重要挑战者(第1部分/共3部分)

目前,有关中国的“新零售”咖啡连锁企业瑞幸咖啡(Luckin Coffee),众说纷纭。 开店速度惊人——自今年年初营业以来,大约已有500个门店开张。也就是每天(包括周末)完成2-3个门店的布局。 极其注重互联网和配送——咖啡零售的一种“新零售”模式。 制造了很多新闻,尤其是直接挑战星巴克,还因为竞争行为正在起诉星巴克。 正在迅速筹钱。据说,最近的A轮融资筹得2亿-3亿美元,估值超过10亿美元——使瑞幸咖啡成为中国咖啡业的首个独角兽企业。

CEIBS PE Invest Class Notes

Hey, Here are the notes for the class. Class 1 PE Investment Committee_1_07.14.18.public Checklist 2a-Competitive Advantage.7.14.18.public Checklist 2b-7.More GGTB.07.14.18.public Class 2 PE Investment Committee_2_07.14.18.public Checklist 6-Operating Value Add.7.14.18 Class 3 PE Investment Committee_3_07.15.18.public Checklist 1-Attractive Industry.b2c.07.15.18 Class 4 – No notes  

6 Things I Learned Working as a JD Delivery Guy

Full disclosure. I wrote this headline before my visit to a JD delivery station. And upon arriving, it was clear that me helping would just slow everyone down. So I stepped aside. This article should probably be titled “6 Things I Learned Hanging Out with JD Delivery Guys.” *** A few weeks ago, I visited […]

美团、携程或阿里巴巴能否在中国网约车市场战胜滴滴(第1部分/共2部分)

过去几个月以来,中国的几家数字巨头企业先后闯入了网约车市场。这让人颇感意外,因为随着优步的退出,中国网约车市场必定将呈现出滴滴出行一家独大的局面。并且,我认为滴滴也抱有同样想法,因为它们目前正集中精力开拓国际市场。通常来说,只有在赢得中国市场后企业才会这么做。

My Visit to the Alibaba Global Leadership Academy (Pt 1 of 3)

It’s Tuesday afternoon and I’m touring Alibaba’s Xixi campus in Hangzhou. And it’s awesome. The campus opened in 2013, covers 450 acres (half of which seems to be park and water) and already has +16,000 people. And they are already expanding across the street. At first glance, Xixi campus looks a lot like the Facebook […]