Genre

China’s quick commerce giants hit 230M+ daily orders amidst a subsidy war, but the Beijing government's stance is nuanced. People’s Daily praises short-term gains for consumers and small shops—while warning that only innovation ensures long-term success.

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.

Centurium Capital, which controls Luckin Coffee, is bidding for Starbucks China in a potential $10B deal. It’s a strategic move to block rivals and control both premium (Starbucks) and value (Luckin) segments. If successful, Centurium could dominate China’s coffee market—and put pressure on budget players like Mixue.

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.

What we could learn from J&T’s Q2 results

Southeast Asia’s ecommerce logistics is consolidating fast. In 2024, J&T, SPX, and Lazada Logistics handled 60% of parcel volume, squeezing out smaller 3PLs. Unlike China, where sellers choose delivery partners, Southeast Asia’s platform-controlled model is creating a winner-takes-most dynamic.

Labubu makes no sense—but its wild success shows that in today’s consumer world, emotion often beats logic.

Will it distract Meituan's global expansion?

good for shoppers everywhere

In our Food Delivery Platforms in Southeast Asia 5.0 report released in January this year, we posed a question: Would Xanh SM – Green...