Chinese Consumers Like Limited Editions, Not Personalization – 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 Luckin Coffee Can Beat Starbucks in China (Pt 2 of 3)

In Part 1, I detailed my visits to several Luckin Coffee outlets. This is an aggressive start-up that is opening striving to beat Starbucks in retail coffee in China. So my question for Part 2 is: can they do it? Let me rephrase that: Could Luckin Coffee take 20% of Starbucks’s current China business? And […]

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 right now. They are opening at a blistering rate – about 500 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 […]

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 […]

3 Reasons New Retail in China Is Bigger and Cooler Than You Think (Video)

Some thoughts on why new retail in China is bigger and cooler than people think. Plus stuff around Italy. for china use this link https://v.qq.com/x/page/n070213409u.html Jeffrey Towson, Professor at Peking University Guanghua School of Management www.jeffreytowson.com Music: Life Can Be A Dream by Future James https://theartistunion.com/tracks/544…

4 Predictions for Meituan, Ctrip, and Alibaba vs. Didi in China Ride Sharing (Part 2 of 2)

In Part 1, I gave my explanation for why several of China’s digital giants (Meituan, Ctrip, Alibaba) have jumped into ride-sharing recently. In this part, I give my best answer to: Question 2: Can they win? Can they break into Didi’s ride-sharing business? My answer (thus far): They can definitely enter successfully. But winning long-term […]

Can Meituan, Ctrip, or Alibaba Win Against Didi in China Ride Sharing? (Part 1 of 2)

In the last couple of months, several of China’s digital giants have jumped into ride-sharing. And this was a surprise, because with the exit of Uber it was believed that Didi Chuxing had that market pretty much locked up. And I think Didi thought this too – as they began focusing on international expansion. Generally […]

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 […]