How can Luckin Coffee launch 119 new drinks in a year

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What do you get when a "tech" company makes coffee? 119 new drinks a year — and a Cheese Latte that breaks the internet

Why would Luckin Coffee’s owner want to buy Starbucks China?

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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.

Who is driving J&T Express’s volume surge in 2025?

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

Outpaced and outbid: the squeeze on Southeast Asia’s ecommerce 3PLs

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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.

Alibaba injects $7B subsidies to fuel China’s quick commerce war

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Will it distract Meituan's global expansion?

Are Chinese brands taking over the world?

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good for shoppers everywhere

A new Vietnamese food delivery platform tries to challenge Grab &...

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

JD.com founder’s rare reflections ignite heated debate

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“The regrettable five years”

Meituan’s Keeta will expand into UAE, Qatar and Kuwait, says founder...

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At Meituan’s recent AGM held in Beijing on 9 June 2025, founder and CEO Wang Xing addressed questions from shareholders covering a broad range...

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