Ed Sander | China Digital Retail Report

China Digital Retail Analyst @ Public Speaker @ , Study Tour Leader @

[Ed Sander | China Digital Retail Report @EdSander]

@momentumasia That's very true.

[Ed Sander | China Digital Retail Report @EdSander]

@youngchinabiz I think that if you see WeChat as an operating platform on top of Android and iOS instead of as an app, it makes more sense.

[Ed Sander | China Digital Retail Report @EdSander]

@youngchinabiz Actually, it's more about Alan Zhang protecting the WeChat user experience and disliking extreme commercialisation of his product.

[Ed Sander | China Digital Retail Report @EdSander]

@youngchinabiz That would be a bad decision. Weishi shows how they failed launching a standalone short video app. Only after launching WeChat Channels did their short video and live commerce take off. They are now trying the same with short dramas.

[Ed Sander | China Digital Retail Report @EdSander]

@EdSander Sounds like the old mentality of preserving your own internet moats without letting others in, and also a bit of hubris

[Ed Sander | China Digital Retail Report @EdSander]

@youngchinabiz Same thing happened with short video and live commerce. Alan Zhang kept it out of WeChat for a long time until Tencent realised it was losing eyeball time to Douyin and implemented WeChat Channels when the separate Weishi failed to take off.

[Ed Sander | China Digital Retail Report @EdSander]

Over three weeks, I am sharing a slidecast video on JD .com. You can watch Part 3 below, where I share my experiences with JD’s European platform Ochama and my reservations about Joybuy. I hope you enjoy it.

[Ed Sander | China Digital Retail Report @EdSander]

@momentumasia I understand the horse race culture, but are they running the same race? Or is one racing after Chinese diaspora and the other after 'locals'?

[Ed Sander | China Digital Retail Report @EdSander]

[Video] Understanding JD .com - Part 2: Retail Models in China
https://t.co/UgHR1BReM1

[Ed Sander | China Digital Retail Report @EdSander]

For European businesses that want to know what this could mean for them, I'm running a 3-part 'Understanding JD' briefing. https://t.co/C0aFHzU7r0

[TechNode @technodechina]

https://t.co/E5C7W1tvyl’s $2.5 billion Ceconomy takeover moves closer to EU approval https://t.co/Dsj3Q09hKP

[Ed Sander | China Digital Retail Report @EdSander]

@momentumasia At one point they put things on ice after they could grab the Meituan Youxuan CGB market share. But the end conclusion must have been it wasn't capable with the Duoduo Maicai resources.

[Ed Sander | China Digital Retail Report @EdSander]

@momentumasia While PDD might not have gone all in, I'm pretty sure they tested the water, based on experts interviews I analyses last year. https://t.co/XyJbdsnPPI

[Ed Sander | China Digital Retail Report @EdSander]

Because of its heightened activity in Europe, I presented a one-hour briefing on JD and its retail activities in China during a study tour in April. Over the next few weeks, I will share a slidecast video of this briefing in three parts. This is part 1: https://t.co/C0aFHzUFgy

[Ed Sander | China Digital Retail Report @EdSander]

@david__moser I have a T-shirt showing a fish with legs and the text 'Don't deny your roots'. 😉

[Ed Sander | China Digital Retail Report @EdSander]

NSTANT RETAIL: HOW ARE MEITUAN, ALIBABA AND JD DOING?
Last year saw a fierce battle in the instant retail market. I put the current status data into 4 charts. You can find one below and the rest (plus comments) on China Digital Retail Report: https://t.co/apIJgXYgJh

[Ed Sander | China Digital Retail Report @EdSander]

Seen at Alibaba's Chaohesuan/Superbox NB discount supermarket...
Bacon-flavoured Italian ice cream, anybody?

[Ed Sander | China Digital Retail Report @EdSander]

Update: Despite her work being sold without her consent, Teacher Wang received a notification that the merchant did not violate Xianyu’s rules. 🤔

[Ed Sander | China Digital Retail Report @EdSander]

HOW ALIBABA’S XIANYU (IDLE FISH) FACILITATES THEFT FROM FREELANCE TEACHERS
“Teacher Wang, do you know somebody is selling your lessons on Xianyu?” one of the freelance teacher's students asked.
Read more: https://t.co/oDbynZgL6N

[Ed Sander | China Digital Retail Report @EdSander]

@Die_Sacknaht @jayr_crypto Very fresh, but I guess we still need to wait a few weeks.

[Ed Sander | China Digital Retail Report @EdSander]

@Die_Sacknaht @jayr_crypto Nope, the acquisition of Ceconomy by https://t.co/9qNQZAqkBb hasn't even been approved yet by the EU. So, Ceconomy isn't part of JD (yet?).