[New report] TikTok Shop doubles global GMV in H1 2025, with...
Earlier this year, we published TikTok Shop in the U.S. 2024 detailing TikTok Shop’s performance and detailed data in products, categories, videos, influencers, and...
Behind $0 Bubble tea in china: China’s quick commerce war explained...
The quick commerce war happening in China right now has seen billions of dollars spent. There have been a record number of subsidies pumped...
Shopee to send contingent marching after troops on Singapore’s National Day
Two weeks from now marks Singapore’s 60th birthday with a grand National Day Parade (NDP). During last week’s NDP rehearsal, in addition to the...
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.
Will Meituan’s Keeta come to Singapore, or Southeast Asia?
Meituan’s Keeta is expanding into Brazil and the Middle East after strong gains in Saudi Arabia. There are many speculatipns on whether or not it will enter Southeast Asia. - we think it seems to be only a matter of time.
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.
Shall we be optimistic about ecommerce in Southeast Asia? | Impulso...
In the new episode of the Impulso Podcast, we talk about our Ecommerce in Southeast Asia 2024, as well as some of our predictions on what we think this means for industry players in the future.
