“星巴克联手阿里巴巴”意味着瑞幸咖啡需要尽快与京东或腾讯合作

星巴克已经与阿里巴巴建立起一种“新零售”形式的战略伙伴关系。通过此种方式他们已经快速进入了数字中国和消费中国的前沿,为人称道,令人赞叹。然而,这对于瑞幸咖啡而言却真的是个坏消息。

Luckin Coffee Doesn’t Need to Beat Starbucks to Win Big in China (Video)

Some thoughts on Starbucks vs. Luckin Coffee in China. Plus stuff around Beijing and Shanghai. Although the outlet number (I said 650) has been increasing rapidly. Link is here. ——— I write and speak about the Chinese consumers and digital China. Music by Tobu, Wholm and Blume! http://tobumusic.com http://www.youtube.com/tobuofficial http://www.facebook.com/tobuofficial http://www.soundcloud.com/7obu.

My Recommended China Reading – August 2018

Greetings from Peking University. I am hiding out in Thailand for a week, one of my standard writing spots. Any suggestions for fun places to visit would be appreciated. It’s been a pretty great summer for digital China. Pinduoduo has launched upwards, catching the world’s attention. Meituan and Xiaomi are going public (so lots of […]

“Starbucks Plus Alibaba” Means Luckin Coffee Needs to Partner With JD or Tencent ASAP.

So Starbucks has launched a “new retail” strategic partnership with Alibaba. And in doing so they are leapfrogging to the front of digital and consumer China. Kudos. That’s impressive. And it’s pretty bad news for Luckin Coffee. The Alibaba-Starbucks deal, as announced, has three components: 1) A tie-in with Ele.me for delivery. The statement from […]

4 Things People Are Getting Wrong About Meituan-Dianping, China’s Food Delivery Giant (Pt 2 of 3)

I recently visited the Meituan-Dianping headquarters in Beijing – and I summarized my 3 take-aways in Part 1. In this part (2 of 3), I’m going to argue against some of the common statements I hear about Meituan. This is what I think, in my mostly humble opinion, a lot of people are getting wrong. […]

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。