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E69 – The Impulso Podcast – The business model behind BuyNowPayLater
ShopBack has announced the shutdown of PayLater, its Buy Now Pay Later (BNPL) scheme, marking the latest withdrawal from the BNPL scene in Singapore.
Unlike...
E68 – The Impulso Podcast – Alibaba is giving up on new retail
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...
E67 – The Impulso Podcast – Dmitry Levit & Boon Ping Chua on the...
After almost a decade, is winter finally here in Southeast Asia?
Join us in our latest podcast episode featuring special guests Dimitry Levit and Boon...
EP66 – The Impulso Podcast – TikTok has no good options
Yesterday, the US House of Representatives overwhelmingly passed a Bill dubbed the “Protecting Americans From Foreign Adversary Controlled Applications Act,” that would give ByteDance...
EP65 – The Impulso Podcast – Will health labels reduce bubble tea consumption?
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, decoded
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...
Does Shopee have a moat?
Sea Group’s share price swung violently after 2024 Q4 and FY results were released yesterday - going up 13.6%, before nosediving 14.3% into the...
EP64 – The Impulso Podcast – Does Shopee have a moat?
Last night (4 March), Sea group published their 2023 Q4 and FY results, announcing its first profitable year. The market had mixed feelings -...
E63 – The Impulso Podcast – How does Luckin Coffee open 1000 new stores...
In Luckin Coffee’s latest 2023 Q4 report, the company revealed that it opened 2,975 stores in Q4 - almost 1,000 stores every month.
The report...