Shopee, SPX, Monee: Sea Group’s Engines Are Powering Ahead, but Eyes...
Shopee’s parent, Sea Group, delivered an impressive set of Q2 2025 results - net income grew 5x YoY, exceptional growth from Monee’s billion-dollar loan...
Why great food isn’t enough for restaurants to succeed, featuring Prof....
Why do most restaurants and hotels fail within a few years? It’s rarely because of bad food or poor service, but rather failure to...
Behind $0 Bubble tea in china: China’s quick commerce war explained...
The quick commerce war happening in China right now has seen billions of dollars spent. There have been a record number of subsidies pumped...
Is POPMart engineering a soft landing for Labubu? | Impulso E127
In this episode of the Impulso podcat, we talk about why chinese customs are locking down on fake Labubus, and what this might mean for Popmart.
Shall we be optimistic about ecommerce in Southeast Asia? | Impulso...
In the new episode of the Impulso Podcast, we talk about our Ecommerce in Southeast Asia 2024, as well as some of our predictions on what we think this means for industry players in the future.
How AI is unlocking $131B in SEA ecommerce | Impulso E125
In this episode of the Impulso podcast, we talk about how AI can unlock up to US$131 billion annual ecommerce GMV in Southeast Asia by 2030, and how AI has been influencing consumers in ecommerce.
Labubu makes no sense – and that’s why it sells |...
Labubu makes no sense—but its wild success shows that in today’s consumer world, emotion often beats logic.
Luckin Coffee brings manufacturing back to the USA?| Impulso E123
Luckin Coffee is finally entering the U.S. — starting with New York City. Will Luckin be able to challenge Starbucks in its own backyard?
Many...
Does 15 minutes quick commerce work in India, or anywhere in...
In this episode, we dive into the world of quick commerce - also known as “insta shopping” or “near field commerce” by our insights...
99food vs. Keeta, Quem vai ganhar? | Impulso E121
In this episode, we dive into Didi’s launch of its food delivery service in Goiânia through its local brand 99Food — and why it...
