How WeChat, TikTok and Chinese Consumers Are Disrupting and Personalizing Luxury

In my online Asia Tech Class, I talk a lot about digital superpowers, which are digital tools that upend established business. And one of these superpowers a dramatically improved user experience, such that the traditional offering is now unacceptable to users. And this sort of dramatically improved user experience is what is happening in luxury […]

Situations Where JD’s E-Space Is a Game Changer for Consumers and Brands (2 of 2)

In Part 1, I detailed my visit to JD’s new E-Space store in Chongqing. And I ended by posing the following question: Can “experiential” retail dramatically improve the user experience such that traditionally run department stores are at a competitive disadvantage? And my answer to that is yes in basically 6 situations and product types. […]

4 Take-Aways from My Visit to JD’s New E-Space (1 of 2)

I’m on a flight home from a visit to JD’s new E-Space in Chongqing. It was quite cool and I’ve been mulling over its implications – for new retail, for ecommerce and for online-merge-offline in China. Here is my current thinking. But first…consider joining my executive education course Jeff’s Asia Tech Class for deeper insights […]

6 Questions About JD’s New E-Space (Pt 2 of 2)

In Part 1, I laid out why I think JD’s e-space is a pretty bold move – and opens a new frontier in OMO retail. My argument was that as you move from retail about buying products in the supermarket to visiting shopping malls and department malls, you start to really merge products, services and […]

JD’s E-Space Is a Fascinating New Frontier in Chinese Retail (Pt 1 of 2)

JD has opened a 50,000 sqm experience center in Chongqing. And in doing so, they opened a new frontier in online-merge-offline retail (also called new retail). Their new center raises some really cool questions about the emerging digital lifestyles of Chinese consumers. New retail (Jack Ma’s term) is really the first version of a much […]

3 Take-Aways from Alibaba’s Singles’ Day (Daily Update 11.13.19)

Hiya, I’m sitting at the Shanghai airport, heading out to the USA shortly. I’m exhausted. It’s been a crazy couple of days out in Hangzhou with Alibaba for Singles’ Day. And just running around Shanghai. Great. But exhausting. Alibaba and e–commerce in China/Asia are going to be a big subject within this class. I think […]

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7 Questions for Alibaba on Singles’ Day (pt 2 of 2)

This is Part 2 of my questions for Alibaba on Singles’ Day 2019. I’m on my way to Hangzhou shortly and am gonna try and figure these out. Part 1 is located here. Question 5: What is the next wave of hard-to-replicate physical assets? Alibaba is a competitive fortress. This comes from multiple factors like […]

7 Questions for Alibaba on Singles’ Day (pt 1 of 2)

Singles’ Day 2019 is almost here. Gonna be awesome. I’m currently packing up to head to Hangzhou. This will be my third year with the Alibaba “global influencers” group, which is just a great time behind the scenes with management. And it’s a nice reminder that I am no longer the obscure professor / failed […]

7 Things Everyone Is Getting Wrong About the Luckin IPO (Pt 1 of 2)

So Luckin has filed for an IPO and we finally got to see their numbers. And yes, there are red flags all over the place. Big operating losses, funky corporate structures, speculative revenue growth and so on. And this is not uncommon in a tech / internet ipo. But I don’t recall ever seeing this […]

Alibaba and Intersport: Why New Retail Is a Big Deal in Sports Apparel in China (Pt 3 of 3)

In Part 1 and Part 2, I gave some background on sports apparel in China and detailed my visit to the new Tmall – Intersport store in Beijing. It was pretty great. With lots of new digital initiatives like the magic mirrors. Note: the above picture is what happens when you change the gender setting […]