Alibaba Q2 FY2026 earnings call transcript/minutes
Alibaba Group (BABA) announced their Q2 FY2026 earnings yesterday (26 November).
The 2 major highlights of this quarter’s earnings call were Alibaba Cloud’s AI business...
Luckin Coffee: Rise, Fall, and Reinvention — Part 4
The scale and the business engine behind 20,000+ stores
Luckin Coffee: Rise, Fall, and Reinvention — Part 2
Surviving the U.S. Market storm: How Luckin Reset Its Foundations
Luckin Coffee: Rise, Fall, and Reinvention — Part 1
The Origin Story: Designing a 15 RMB Coffee Business
In a world obsessed with AI, why PDD/Temu refuses to talk...
In a world obsessed with AI, Temu parent PDD group again looks like an anomaly.
PDD Group announced their Q3 earnings last week. Again the...
How a Small Chinese EV Is Beating Automobile Giants | Impulso...
China’s EV race is usually dominated by giants like BYD, Tesla, XPeng, and Nio. But the real surprise? The country’s top-selling model in September...
Shopee’s quick commerce is different from Blinkit or Meituan
In the earnings call of Shopee parent Sea Group last week, founder Forrest Li mentioned the growth of instant delivery in Southeast Asia, specifically:
“In...
