中国正处在阿里巴巴称为“新零售”的起点。“新零售”将实体店与电商零售整合为一体化的用户体验，是一场影响广泛的数字化变革，而且对阿里巴巴的头号竞争对手京东构成了重大的战略挑战。
Category Archives: JD
When Alibaba’s “New Retail” Gets Confusing, Just Follow the Assets (Pt 2 of 2)
This is Part 2 of an article about some of the strategic aspects of Alibaba’s “new retail”. In Part 1, I discussed uni-marketing and how the view of new retail for merchants and brands is very different than the view for consumers. A quick summary: For consumers, the view is great. They are going to […]
会见京东大服饰事业部总裁丁霞和参观Toplife所得的三点启示（第五部分）
近日，我受邀来到京东位于北京和上海的办公地点，进行了为期3-4天的参观之旅，还会见了京东的管理层。本文为本系列文章的第五篇。此前，我谈到了京东的物流、最新技术项目、它的迅猛增速，以及机器人实验室。不久后，我将就京东的“新零售”大体策略，写一篇较为严肃的文章。
How Alibaba’s New Retail Disrupts JD’s World: Conclusion (Pt 4 of 4)
In this four part series, I look at how “new retail” impacts the strategies of e-commerce market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. Explained in Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience […]
Three Predictions for Digital China for 2018 (Video)
Digital China is going to be a big deal in 2018. Like, a really big deal. Sitting around this week in the Dominican Republic, I made a short video about what I think are going to be 3 big events in digital China in 2018. There will, of course, be many others. But these are […]
JD Won Online With Profitless Growth. But “New Retail” Has Different Rules. (Pt 2 of 4)
In this four part series, I look at how “new retail” changes the strategies of market leaders Alibaba and JD. My take is basically five points: Point 1: China is ground zero for the digital transformation of retail. See Part 1 here. Point 2: But “new retail” is not just supermarkets and convenience stores. It’s […]
How Alibaba’s “New Retail” Disrupts JD’s World (Pt 1 of 4)
China is now ground zero for what Alibaba has called “new retail”, a sweeping digital transformation that merges physical and online retail into a seamless consumer experience. And this poses a fundamental strategic challenge to Alibaba’s primary competitor JD. In this four part series, I make the following points about this situation: Point 1: China […]
与京东管理层交流之中国电商业的快速发展（共5部分，第3部分）
我对京东进行了为期3至4天的访问，访问所得和与管理层会面所获已写成系列文章，本篇是第三部分。