EP65 – The Impulso Podcast – Will health labels reduce bubble...
Is Shanghai mirroring Singapore's nutritional labelling approach?
Recently, Bawang Tea Ji's (Chagee) Shanghai store has introduced a "Nutritional Choice" logo on all its beverages -...
EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
E63 – The Impulso Podcast – How does Luckin Coffee open...
In Luckin Coffee’s latest 2023 Q4 report, the company revealed that it opened 2,975 stores in Q4 - almost 1,000 stores every month.
The report...
EP62 – The Impulso Podcast – What is the “right price”...
Grab recently published their 2023 Q4 and FY results, and during its earnings call, COO Alex Hungate confirmed that Grab is not pursuing acquiring...
EP61 – The Impulso Podcast – What drives live commerce in...
China's live commerce industry is not just big—it's a trillion-dollar powerhouse with a vast ecosystem, encompassing MCNs, enablers, logistics, and more.
With only a month...
E59 – The Impulso Podcast – Will DoorDash enter Southeast Asia,...
Last Wednesday (31 Jan), we held our online briefing “In focus: Food delivery platforms in Southeast Asia 2024” where we covered global developments, key...
E58 – The Impulso Podcast – Why Meituan CEO takes over...
Meituan has had a very challenging 2023, with its falling share price and intense competition from both Douyin and Pinduoduo.
Last Friday (2 Feb), Meituan...
E57 – The Impulso Podcast – In focus: Food delivery in...
Momentum Works recently launched our 4th annual Food delivery platforms in Southeast Asia report and following the launch we also held an online sharing...
E56 – The Impulso Podcast – Temu to allow US local...
In the past few weeks, a poster has been circulating in the seller community outlining Temu's local sellers service model, set to debut on...
E55 – The Impulso Podcast – Why is Lazada CEO taking...
Yesterday (24 Jan), it was announced that James Dong, CEO of Lazada, will take over as the Acting CEO of Daraz, the South Asia-ex-India-focused...
