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。

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。

Luckin Coffee Doesn’t Have to Beat Starbucks to Win Big in China (Pt 3 of 3)

In Part 1 and Part 2, I described my visit to several Luckin Coffee outlets and a couple strategies for how they can beat Starbucks in China – which is their stated goal. However, this isn’t really necessary. As their CEO Qian Zhiya has said, coffee consumption per capita in China is about 4-5 cups […]

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…

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: […]

TV Appearance – Berkshire Hathaway Halftime Show 2018

Hey, The big Berkshire Hathaway meeting was yesterday. The halftime show covered China and Peking University’s trip to Omaha. Video here. My part starts at 4;30 min. https://ca.finance.yahoo.com/video/buffetts-berkshire-hathaway-halftime-show-234320727.html some photos