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。

There Is No New Chinese Sharing Economy (Video)

My latest video on China’s sharing economy. Shot in Thailand. Link here.   Music is: Sunburst by Tobu & Itro https://soundcloud.com/7obu Creative Commons — Attribution 3.0 Unported— CC BY 3.0 https://creativecommons.org/licenses/… ———-

China Needs Smarter Not Faster Growth

*The following is an excerpt from our new One Hour China Contrarian Book (which is available here.). “Jonathan Woetzel (McKinsey & Co, Peking University) and I have written three speed-read China books together. In this latest one, we have put together a collection of our essays that basically make four main contrarian points. These are: […]

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。

My Visit to the Alibaba Global Leadership Academy (Pt 1 of 3)

It’s Tuesday afternoon and I’m touring Alibaba’s Xixi campus in Hangzhou. And it’s awesome. The campus opened in 2013, covers 450 acres (half of which seems to be park and water) and already has +16,000 people. And they are already expanding across the street. At first glance, Xixi campus looks a lot like the Facebook […]