Sam’s Club is the real winner in China’s new retail war?
In recent months, it became clear that China’s tech giants were retreating from new (physical) retail, once hailed as the future of omnichannel consumer...
How did KFC sell 190m cups of coffee in China?
In the 2023 annual report of Yum China, the country’s largest restaurant operator which runs KFC, Pizza Hut and Taco Bell franchises, one line...
E68 – The Impulso Podcast – Alibaba is giving up on...
Last week, Alibaba announced that Hou Yi, the founder of the Hema (or 'Freshippo') retail chain, will retire as CEO, to be replaced by...
Alibaba is giving up on Hema and offline retail?
Last week, Alibaba announced that Hou Yi, the founder of Hema (or “Freshippo”) retail chain, will retire as CEO, replaced by CFO Yan Xiaolei.
The...
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 -...
[New report] Who is Mixue – World’s 4th largest F&B chain,...
Over the last two years, Mixue Group, China’s biggest freshly-made drinks company, has emerged as the 4th largest in the world - with 36,000...
[New Report] Food delivery platforms in Southeast Asia (SEA) 4.0
Today, Momentum Works is launching our 4th annual Food delivery platforms in Southeast Asia report.
Southeast Asia’s total food delivery platforms GMV grew a modest...
Is ByteDance buying a food delivery platform from Alibaba?
Very unlikely, but not entirely impossible
1st hand observations of Chinese businesses in Indonesia
The following is a sharing by Jianlong Hu, founder of the Passage Group and a Chinese media veteran. For the last 6 years, Hu...
Indonesia’s Tomoro Coffee opens its 1st store in … China
Tomoro Coffee, a tech-enabled, venture funded coffee chain that started in Jakarta, Indonesia last year, has expanded into China by opening its first store...