The Luckin vs. Starbucks fight is accelerating, both in terms of stores opened and hype. Luckin is rapidly positioning for an IPO. 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 […]
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 […]
In Part 1, I argued that Mark Zuckerberg’s memo on “privacy-focused messaging and social networking” is actually an aggressive and potentially stunning growth path for the company. I called it the ultimate gangster move. Their move to consolidate their messaging services creates a big global tool. And it looks a lot like the foundation of […]
Mark Zuckerberg’s memo on “privacy-focused messaging and social networking” has some really big implications. It is focused on private messaging and the WeChat-type operating system. To me, it looks like the first move in a strategy to turn Facebook into a much larger and more powerful company. That such a big power play is dressed […]
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 […]
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 […]
In Part 1 of my visit to the JD-Qumei furniture store in Beijing, I laid out a bit of theory about furniture retail stores. They have some nice dynamics and some limitations. And that is mostly what is happening on the second floor of the store I visited. The First Floor: Where JD and QuMei […]
In 2017-2018, “new retail” began in Chinese groceries. There was Freshippo / Hema, 7Fresh and other projects. It was a first glimpse of what new retail come become. Shortly after, convenience stores and mom-and-pop stores also began to get digital upgrades. And in a bit of a surprise, retail coffee also entered the story – […]
I’ve written 3 best-selling business books, two of which hit #1 (One Hour China, One Hour Consumer China). I’m starting to write a new book and am documenting / vlogging the process. Hopefully this will be of help to anyone working on a book – or thinking of doing so. Please follow along and write […]
From one of my standard talks in 2018 (since retired). This is about bike-sharing, mobility and super-apps. Video below and Youtube link is here. 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 4: In Digital China, Get […]
