[New report] Transforming frontline industries
In Southeast Asia, 137 million people, 46% of the region’s workforce, are employed in the frontline sectors of F&B, retail, tourism & hospitality, healthcare,...
E76 – The Impulso Podcast – Starbucks vs Luckin in China,...
Both Starbucks and Luckin Coffee recently unveiled their Q1 2024 earnings, eliciting varied market responses.
In China, Starbucks faced a challenging quarter with comparable store...
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...
Is ByteDance buying a food delivery platform from Alibaba?
Very unlikely, but not entirely impossible