Ed Sander (艾德)’s Post

As part of a recent ChinaTechTrip retail study tour with K5 - Future Retail, I gave a 25-minute briefing about the development of instant retail in the past 12 months. A slidecast video of this briefing is available for paid subscribers. I discuss the following topics: ▶️ The impact of the meal delivery war on revenue, profits and the supposed synergy with traditional e-commerce. ▶️ Involution among lightning warehouses. ▶️ Why have major supermarket chains started opening up front-end warehouses (dark stores)? ▶️ Changes in market shares of instant retail companies. Link in comments.

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