In this class, I talk about what can be done with Luckin Coffee post-scandal. Should another company or investor buy it?
You can listen here or at iTunes, Google Podcasts and Himalaya.
Who should buy Luckin Coffee?
- Starbucks
- 711 or other convenience store
- HeyTea
- Alibaba or other ecommcerce company
- Financial investors
- What Should Starbucks China Have Done About Luckin Coffee? (Jeff’s Asia Tech Class – Podcast 3)
- Will Luckin, Mobike, Didi or WeWork Ever Be Profitable? (Jeff’s Asia Tech Class – Podcast 6)
- My Interview With Huawei About Their 2019 Financials. Plus Fraud at Luckin Coffee. (Jeff’s Asia Tech Class – Podcast 24)
- Forget Luckin. Starbucks’ Most Interesting China Competitor is HeyTea (pt 1 of 2)
- While Luckin Fights Starbucks, HeyTea Has Lines Out the Door in China (pt 2 of 2)
- #21 New Retail and Value Added Deals
Concepts for this class:
- New Retail
- Company Quality: Good / Great / Bad / Too Hard
- Alwaleed and Surgical Value Add / Value Point
Companies for this class:
- Luckin Coffee
- Heytea (pictures below)
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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
My book series Moats and Marathons is one-of-a-kind framework for building and measuring competitive advantages in digital businesses.
Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.
