Luckin Coffee: Rise, Fall, and Reinvention — Part 8
CEO Q&A: Competition, Pricing, Products, and the Road Ahead
Meituan Q3 2025 earnings call transcript
Meituan (3690.HK) announced their Q3 2025 earnings last week (28 November). Market reaction was weak. Meituan opened lower yesterday, and as of press time,...
China just passed 180 billion parcels — and changed global ecommerce
China has officially crossed 180 billion ecommerce parcels so far this year, according to the State Post Bureau. At this pace, China will ship...
Temu joins hands with Europe’s national postal groups ahead of the...
A move to reduce regulatory risk
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
