E91 – The Impulso Podcast – Founders walk a lonely road:...
In this episode of the Impulso podcast, Jianggan Li is joined by Blake Larson, Ex-Global Managing Director at Lalamove, and Alexander Le, Ex-Managing director...
[New report] Temu: 2 years on
When Momentum Works published “Who is Temu?” in Feb 2023, the newcomer in global ecommerce was not well known, let alone understood.
By this month,...
A day in Vietnam’s retail landscape: what we have learnt
Momentum Works team recently spent a full week in Ho Chi Minh city. In addition to hosting the “Winning in Vietnam: the most vibrant...
Jack Ma’s message to Alibaba on its 25th anniversary
Yesterday (10 Sep 2024), on the occasion of Alibaba’s 25th anniversary, Jack Ma posted on the company internal bulletin board responding to a message...
Meituan launches in Saudi Arabia, where next?
After months of preparations, Meituan’s subsidiary Keeta officially went live in Saudi Arabia yesterday (9 Sept 2024).
Some thoughts:
We have analysed Meituan’s entry into...
How players profit in a world where ecommerce return rates reach...
In a recent discussion with a top live commerce MCN from China, I casually asked “what is the return rate for your category?”
“Guess?” The...
E90 – The Impulso Podcast – Closing the gap with China:...
In this episode of the Impulso Podcast, we leave the studio behind for Can Gio, a district set to become a major economic hub...
Temu parent’s share price drops ~30%: our thoughts
Yesterday (26 August), Temu’s parent company PDD Holdings released its Q2 2024 results. Revenue missed analyst consensus while profit beat expectations.
Stock prices started sliding...
E88 – The Impulso Podcast – Why Starbucks ousted 3rd chosen...
Starbucks has replaced CEO Laxman Narasimhan with Chipotle CEO Brian Niccol, in hopes that he can help revive Starbucks fading sales.
Since the beginning, Starbucks...
J&T Express turns profitable in China
Yesterday (19 Aug), J&T Express released its unaudited interim results for the 1st half of 2024. The company registered an adjusted EBIT of US$118.243...
