What Next for Alibaba: My 10 Questions (Part 2 of 2)

In Part 1, I laid out four of the questions I am struggling with about Alibaba. Here are the rest. Any answers you might have would be much appreciated. Question 5: How much are manufacturers and CPG companies going engage directly with consumers in China? One of the strangest things about Singles’ Day is that […]

Jeffrey Towson – My 6 Take Aways From CES 2019 (Video)

Some thoughts from the annual CES convention in Las Vegas. Video below and at Youtube here. Tencent Video pending. Music by Joakim Karud http://youtube.com/joakimkarud —– I write and speak about digital China and digital competition.

My 6 Take-Aways from CES 2019

So I’m waiting for a flight out of Las Vegas. Along with the +170,000 other people who attended the Consumer Electronics Show (CES) this year. It’s crazy. The CEO of Delta Airlines said they added an additional +30 daily flights to Las Vegas for the event. Crazy. I was here for five days and attended […]

The 4 Superpowers Of China’s Digital Giants (Pt 2 of 3)

In Part 1 (here), I laid out how Alibaba has evolved in China. It was for a retail marketplace, but you can see a similar pattern in many of China’s digital giants. The next phase in this evolution is “new retail”, and it is changing this pattern in a big way (coming in Part 3). […]

Jeffrey Towson – Behind The Scenes at Alibaba Singles’ Day 2018 (part 1) – Video

I was part of the “global influencers” group that was behind the scenes at Alibaba Singles’ Day 2018. It was pretty great. And I got to learn a ton about some of their latest initiatives. I vlogged the day. Here is part 1 (of 2). Part 2 is here. Video on Youtube here. And on […]

Singles’​ Day 2018: China’s Increasingly Emotional Consumers Shake the World

It’s Singles’ Day 2018 and I’m behind the scenes with Alibaba in Shanghai. It’s awesome. The numbers are coming in and the GMW is now at 120B RMB (as of 10am Nov 11). I’m rushing about to events today. But here are my take-aways so far: Take-Away 1: Chinese consumers are getting more emotional. Their […]

Meituan vs. Alibaba vs. Ctrip Is About 3 Big Questions (Pt 4 of 4)

Since visiting Meituan headquarters, I’ve written a quite a lot about the company (see Part 1, Part 2 and Part 3). And Meituan’s world is kind of fascinating right now. They have gone public. Awesome. Congratulations. A well-funded war has been launched against them by Ele.me (i.e., Alibaba) in food delivery. Ouch. Meituan and several […]

“星巴克联手阿里巴巴”意味着瑞幸咖啡需要尽快与京东或腾讯合作

星巴克已经与阿里巴巴建立起一种“新零售”形式的战略伙伴关系。通过此种方式他们已经快速进入了数字中国和消费中国的前沿,为人称道,令人赞叹。然而,这对于瑞幸咖啡而言却真的是个坏消息。