4 Cool Things JD is Doing (My Thoughts From a Visit to JD HQ).

I recently accompanied a group of European students to JD headquarters in Beijing. They were part of the ChinaMed / TOChina program out of the University of Torino, which is a fantastic program connecting China and southern Europe. I will be writing more about that program shortly. It is run by Giovanni Andorino and Francesco […]

“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 […]

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 […]

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 […]

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…

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 […]

My 3 Rules for Chinese Digital Transformation and Disruption

Over the past three months, I’ve been doing a lot of talks to more traditional businesses (insurance companies, hospitals, chemical companies, express delivery companies) about how digitization is playing out in China. From these talks, I’ve sort of boiled my message down to the following three rules for Chinese digital transformation and disruption. Rule 1: […]