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 digital strategy and transformation.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also host Tech Strategy, a podcast and subscription newsletter on the strategies of the best digital companies in the US, China and Asia.

With my subscription newsletter, you will:

Get a deeper understanding of the strategies and business models of the best digital companies.

Get specific frameworks for measuring competitive advantage in digital businesses and for traditional businesses doing digital transformation.

Get an edge in predicting what is going to happen next and who is going to win.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.


Comments are closed.