How can Luckin Coffee launch 119 new drinks in a year
What do you get when a "tech" company makes coffee? 119 new drinks a year — and a Cheese Latte that breaks the internet
The peculiar state of China’s deep tech startups
Many of China’s deep tech startups are having a deeply tough time. Many of these companies, founded by industry-leading researchers and funded by expectant...
[New report] How Luckin Coffee went from scandal to 24,000+ stores...
Luckin Coffee isn’t just selling coffee—it’s building a replicable, data-driven retail system.
Is POPMart engineering a soft landing for Labubu? | Impulso E127
In this episode of the Impulso podcat, we talk about why chinese customs are locking down on fake Labubus, and what this might mean for Popmart.
How does Beijing really see China’s quick commerce subsidy war?
China’s quick commerce giants hit 230M+ daily orders amidst a subsidy war, but the Beijing government's stance is nuanced. People’s Daily praises short-term gains for consumers and small shops—while warning that only innovation ensures long-term success.
Why would Luckin Coffee’s owner want to buy Starbucks China?
Centurium Capital, which controls Luckin Coffee, is bidding for Starbucks China in a potential $10B deal.
It’s a strategic move to block rivals and control both premium (Starbucks) and value (Luckin) segments.
If successful, Centurium could dominate China’s coffee market—and put pressure on budget players like Mixue.
Alibaba injects $7B subsidies to fuel China’s quick commerce war
Will it distract Meituan's global expansion?
