Take-Away 1: Hello bike-sharing is a marginally profitable, small services business. Its recent shift to ebikes (and subscriptions) is increasing its revenue and making it more defendable. But it is also changing the economics. Take-Away 2: Hello is trying to build a platform business model on its large user base. A marketplace for mobility (like […]
In November 2020, beauty unicorn Perfect Diary went public in the USA after 4 years of stunning growth. Founded in 2016, the company rose to become the #1 (or #2) make-up brand online in China. And they did it mostly by growth hacking the major ecommerce and social media platforms of China. I thought Perfect […]
I like the saying that winning in digital B2C is like catching lightning in a bottle. But winning in digital B2B is more like mining. The former happens really fast but is difficult to predict. The latter is slower but pretty reliable when you’re in the right spot. You just keep digging away over time. […]
In this episode of the Tech Strategy podcast, Jeffrey Towson interviews Vincent Yang, CEO of JD Central Thailand. They discuss the challenges and opportunities for Chinese e-commerce giants to expand internationally, such as the need to adapt to local cultures and regulations. Yang also shares his insights on the future of new retail in Asia, which he sees as a key trend that will shape the way people shop in the region.
In Part 1, I summarized my visit to a media event at JD Central (JDC) Thailand. And I teed up some of the difficulties for Chinese ecommerce giants trying to go international, especially in Southeast Asia. After the media event, I sat down with JD Central CEO Vincent Yang, which turned out to be a pretty […]
Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]
Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]
Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]
Luxury marketplace platform Farfetch has had a long courtship with JD, Alibaba and Chinese consumers. In the next update, I’ll go into my thoughts on Farfetch as a stand-alone company (basically, not good). But the more interesting questions for investors are: Is Farfetch going to get bought? What is the private market value to Chinese […]
In this analysis, digital strategy consultant Jeffrey Towson shares five critical lessons from Alibaba Vice Chairman Joseph Tsai about the company’s Singles Day success. The discussion highlights Alibaba’s digital transformation strategy and its ability to scale massive consumer engagement. Key takeaways reveal how innovation and execution drive dominance in e-commerce.