Hotpot and Hiking with Huawei Chairman Guo Ping (pt 1 of 2)

I recently traveled to Shenzhen to interview Huawei rotating Chairman Guo Ping. Not only is he one of the key decision-makers for the company right now, but he was also Huawei’s 5th employee. So I thought he would be the perfect person to ask both about Huawei’s early days and the most important business questions […]

Situations Where JD’s E-Space Is a Game Changer for Consumers and Brands (2 of 2)

In Part 1, I detailed my visit to JD’s new E-Space store in Chongqing. And I ended by posing the following question: Can “experiential” retail dramatically improve the user experience such that traditionally run department stores are at a competitive disadvantage? And my answer to that is yes in basically 6 situations and product types. […]

4 Take-Aways from My Visit to JD’s New E-Space (1 of 2)

I’m on a flight home from a visit to JD’s new E-Space in Chongqing. It was quite cool and I’ve been mulling over its implications – for new retail, for ecommerce and for online-merge-offline in China. Here is my current thinking. But first…please join my executive education course Jeff’s Asia Tech Class on China’s tech […]

Is JD’s E-Space a Game Changer for Department Stores in China? (Jeff’s Asia Tech Class 10)

In this class, I discuss my visit to JD’s new 50,000 sqm e-space in Chongqing – and the question of what new retail (i.e., online-merge-offline) will mean for department stores and shopping malls. You can listen here or at iTunes and Himalaya. Articles / podcasts cited in this class: JD’s E-Space Is a Fascinating New […]

Cool JD Stuff: Moneyball and Digital Marketplaces for China’s Farms (1 of 3)

I keep a short list of cool stuff China’s digital giants are doing. Not just the big initiatives – but the smaller and often more inventive ideas. And JD tends to have a lot of these. From building their own robotics and drones to trash sorting / redemption programs and farming initiatives, JD has lots […]

6 Questions About JD’s New E-Space (Pt 2 of 2)

In Part 1, I laid out why I think JD’s e-space is a pretty bold move – and opens a new frontier in OMO retail. My argument was that as you move from retail about buying products in the supermarket to visiting shopping malls and department malls, you start to really merge products, services and […]

JD’s E-Space Is a Fascinating New Frontier in Chinese Retail (Pt 1 of 2)

JD has opened a 50,000 sqm experience center in Chongqing. And in doing so, they opened a new frontier in online-merge-offline retail (also called new retail). Their new center raises some really cool questions about the emerging digital lifestyles of Chinese consumers. New retail (Jack Ma’s term) is really the first version of a much […]

How Intime and Alibaba Are Pioneering a New Digital Lifestyle in China

I recently visited the Intime department store in Hangzhou. And it struck me that department stores and shopping malls may be the most compelling version of new retail – the frontier of an increasingly dynamic, digital lifestyle for Chinese consumers. From New Retail to a New Digital Lifestyle The online world is surprisingly rich and […]

How Alibaba Singles’ Day Is Changing E-Commerce Everywhere

It’s Singles’ Day 2019! Woooohooooo!!! I am doing a little dance here in my hotel in Hangzhou. I look ridiculous. Singles’ Day launched at midnight last night and I was at the media center in Hangzhou for the opening (see above photo). And I spent yesterday with the Alibaba team getting a bit of a […]

7 Questions for Alibaba on Singles’ Day (pt 2 of 2)

This is Part 2 of my questions for Alibaba on Singles’ Day 2019. I’m on my way to Hangzhou shortly and am gonna try and figure these out. Part 1 is located here. Question 5: What is the next wave of hard-to-replicate physical assets? Alibaba is a competitive fortress. This comes from multiple factors like […]