Why Doesn’t Starbucks Have a Serious Competitor in China? (Video)


I’ve been asking this question for like two years. And until recently, nobody seems to have an answer.

Starbucks is doing fantastic in China. They have tons of stores and are apparently very profitable. And for some reason, they don’t have a major competitor. They have somehow avoided the brutal competitive knife fight we see in industry after industry in China (ask Uber). It’s weird.

So I made a video with my best explanation for what’s going on (link here).

Update: Luckin Coffee is now moving fast in China. So I may finally get an answer to this question.

Thanks for watching.
Cheers, jeff

I write, speak and consult about how to win (and not lose) in digital strategy and transformation.

I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.

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