Pop Mart after Labubu – what Southeast Asia ecommerce can learn
Will consumers continue to seek emotional value from affordable, trendy toys?
Chinese regulators calling an end to the food delivery war again....
Fundamental reasons for the war
PDD (Temu parent) Q4 2025 earnings call transcript
Temu’s parent company, PDD Holdings announced their Q4 2025 earnings yesterday. After the earnings call, PDD’s share price rose by 4.6% compared to the...
Alibaba Q3 FY2026 earnings call transcript
Alibaba Group (BABA) announced their Q3 FY2026 earnings yesterday (19 March). This quarter’s performance missed estimates and share price closed 7.16% lower than the...
Dingdong founder explains the sale to Meituan
On 5 Feb, Meituan announced the acquisition of the Chinese business of dark store operator Dingdong Maicai (NYSE: DDL). You can read our analysis...
Meituan buying Dingdong: end of an era for new retail?
Intensifying quick commerce competition dominated by giants
Why Is China Reviewing the Meta–Manus Deal and Food Delivery Competition?
the three incidents concerning the regulations are largely unrelated
China launches investigation into food delivery competition
The strongest signal fired from regulators since the quick commerce war started in 2025.
Meituan starts to build dormitories for food delivery riders
On 21 November, Meituan announced that it is building a network of “Rider Dorms”, with the first batch of 600 delivery workers set to...
