This is Part 3 on my visit to the Meituan-Dianping headquarters in Beijing. Part 1 was my main take-aways. Part 2 was what I think people are getting wrong about Meituan. “Local services” has been a hot topic this year. And we have seen big local services moves by many of China’s digital giants. Tencent-backed […]
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。
Some thoughts on Starbucks vs. Luckin Coffee in China. Plus stuff around Beijing and Shanghai. Although the outlet number (I said 650) has been increasing rapidly. Link is here. ——— Music by Tobu, Wholm and Blume!https://tobumusic.comhttps://www.youtube.com/tobuofficialhttps://www.facebook.com/tobuofficialhttps://www.soundcloud.com/7obu.
So Starbucks has launched a “new retail” strategic partnership with Alibaba. And in doing so they are leapfrogging to the front of digital and consumer China. Kudos. That’s impressive. And it’s pretty bad news for Luckin Coffee. The Alibaba-Starbucks deal, as announced, has three components: 1) A tie-in with Ele.me for delivery. The statement from […]
Interview from Bangkok. Luckin versus Starbucks . link here
在第1部分和第2部分，我描述了参观几家瑞幸咖啡门店的情况，并给出了如何在中国击败星巴克的几种策略——这是他们的既定目标。
在第1部分，我详细说明了我参观几家瑞幸咖啡门店的情况。这是一个来势凶猛的新兴企业，它致力于在中国的零售咖啡业打败星巴克。所以，在第2部分，我的问题是：瑞幸咖啡能干掉星巴克吗？
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。
In Part 1 and Part 2, I described my visit to several Luckin Coffee outlets and a couple strategies for how they can beat Starbucks in China – which is their stated goal. However, this isn’t really necessary. As their CEO Qian Zhiya has said, coffee consumption per capita in China is about 4-5 cups […]
In Part 1, I detailed my visits to several Luckin Coffee outlets. This is an aggressive start-up that is opening striving to beat Starbucks in retail coffee in China. So my question for Part 2 is: can they do it? Let me rephrase that: Could Luckin Coffee take 20% of Starbucks’s current China business? And […]