我始终认为，新零售业比所有人在谈论的超级市场、送货员和便利店要大得多。它并不只是魔镜（magic mirror）、机器人服务员和人脸识别支付等炫酷的新工具。虽然，这些工具都很有意思。
Category Archives: New Retail – OMO
The One Number That Matters for Luckin Coffee vs. Starbucks in China (And Maybe Tim Hortons)
The Luckin vs. Starbucks fight is accelerating, both in terms of stores opened and hype. Luckin has IPO’d. And Tim Horton’s is jumping into the China coffee biz. What is going on? Why is there so much activity in the previously sleepy business of Chinese retail coffee? Recall, a similar thing happened in bike-sharing […]
Jeffrey Towson – The Race for Assets in New Retail (Video)
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. See below. Youtube link is here. Other parts of talk are below: Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part […]
Jeffrey Towson – New Retail Is Bigger Than You Think (Video)
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. See below. Youtube link is here. Other parts of talk are below: Part 1: What is the Engine of Chinese Bike-Sharing? Part 2: Give Consumers Exactly What They Want Part 3: In Digital China, Re-Imagine Operations ASAP Part […]
What’s 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 https://youtube.com/joakimkarud ——
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). […]
2018年阿里巴巴“双11”：新零售才是竞争要塞及4点心得体会
2018年“双11”，我在阿里巴巴后台度过了很棒的两天。不只参加了晚会，我还参观了公司，和管理层进行了交谈。与此同时，全球最大的消费热潮正在如火如荼的进行中。
观京东总部有感和对中国零售业改革的反思（第一部分，共三部分）
近期，我受邀对京东北京总部和上海分公司进行为期三天的访问，并会见了高级管理层。作为京东的粉丝之一，我欣然接受邀请。