Ed Sander @edsander.bsky.social · 05/10/2026Tried both flavours. They are okay, but I'm not blown away and if it wasn't on the bag I would not have identified them as Lao Gan Ma. My biggest complaint would be that the pieces are thin and broken. 010
Ed Sander @edsander.bsky.social · 03/10/2026Update: Despite her work being sold without her consent, Teacher Wang received a notification that the merchant did not violate Xianyu’s rules. 🤔 000
Ed Sander @edsander.bsky.social · 02/10/2026HOW 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: substack.com/@chinadigita...substack.comChina Digital Retail Report (@chinadigitalretailreport)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. Shock... 000
Ed Sander @edsander.bsky.social · 01/10/2026EU TARIFFS KILL GUANGZHOU FACTORIES, TEMU’S XINPINMU RESURRECTS THEM Are EU tariffs affecting Chinese platforms and their supply chains? You betcha. But the effect might be different from what people suspected. substack.com/@chinadigita...substack.comChina Digital Retail Report (@chinadigitalretailreport)EU TARIFFS KILL GUANGZHOU FACTORIES, TEMU’S XINPINMU RESURRECTS THEM Recently, I read an interesting article from the WeChat account of ‘Sixth Brother’s research’. I have summarised the article below... 000
Ed Sander @edsander.bsky.social · 30/09/2026This week on China Digital Retail Report, a translation of the live commerce chapter of the Report on the Development of New E-commerce in China (2026). This government report offers interesting insights into the latest e-commerce trends. chinadigitalretailreport.substack.com/p/media-live...chinadigitalretailreport.substack.com[Media] Live Commerce Trends in China 2026China Digital Retail Report is a publication by analyst Ed Sander, focussing on the online and offline retail activities of China’s internet companies, both domestically and globally. It published rep... 011
Ed Sander @edsander.bsky.social · 23/09/2026I was delighted to be asked to discuss instant retail (quick commerce) with Ingrid Lommer of the Let’s Talk Marketplace podcast. You can watch or listen to the conversation in this week’s China Digital Retail Report. chinadigitalretailreport.substack.com/p/video-inst...chinadigitalretailreport.substack.com[Video] Instant Retail: Anything, in 30 Minutes (podcast)Inside China’s 30-Minute Retail Boom. 000
Ed Sander @edsander.bsky.social · 20/09/2026MEITUAN’S KEETA AND DIRTY BUSINESS IN BRAZIL Last week, 36kr shared some information on the progress of Meituan’s Keeta overseas meal delivery business in Brazil. A few highlights: substack.com/@chinadigita...substack.comChina Digital Retail Report (@chinadigitalretailreport)MEITUAN’S KEETA AND DIRTY BUSINESS IN BRAZIL Last week, 36kr shared some information on the progress of Meituan’s Keeta overseas meal delivery business in Brazil. A few highlights: ▶️ Accusations be... 000
Ed Sander @edsander.bsky.social · 19/09/2026MEITUAN’S KEETA TURNS PROFITABLE IN SAUDI ARABIA Last week, 36kr published an update on the status of Meituan’s Keeta overseas meal delivery business. Read the highlights on China Digital Retail Report. substack.com/@chinadigita... 000
Ed Sander @edsander.bsky.social · 18/09/2026YOUR OWN JD COOKING ROBOT FOR $3,000? JD's 7Fresh kitchens, you can watch livestreams of cooking robots tipping selected ingredients into a stir-frying pan. JD now also offers a comparable technology for your home: Chefresh (七鲜大厨). Learn more at CDRR: substack.com/@chinadigita...substack.comChina Digital Retail Report (@chinadigitalretailreport)YOUR OWN JD COOKING ROBOT FOR $3,000? In recent years, JD .com has launched some eyebrow-raising initiatives under the 7Fresh label. The brand first launched a supermarket copying Alibaba’s Hema and ... 000
Ed Sander @edsander.bsky.social · 17/09/2026Oh, can we please roll this out to all public transport in the whole of China? The choice between a fine and finally buying some cheap earbuds will be a no-brainer for all the anti-social folks blasting their games, short dramas and other rubbish in subways and trains. 000
Ed Sander @edsander.bsky.social · 16/09/2026TikTok Watch #7: The Battle for Southeast Asia chinadigitalretailreport.substack.com/p/report-tik... 000
Ed Sander @edsander.bsky.social · 11/09/2026MERCHANT UNEASE ABOUT PDD’S XINPINMU HAS BEGUN Paidai Cross-border reports that, with the launch of Bemuvo, Pinduoduo/Temu's first private label, unease among merchants has started. Read more: substack.com/@chinadigita... 001
Ed Sander @edsander.bsky.social · 09/09/2026In this episode of Let’s Talk Marketplace, I was invited by host Ingrid Lommer to discuss Xinpinmu, a new private-label division with a planned investment of 100 billion yuan over three years. chinadigitalretailreport.substack.com/p/video-temu... 001
Ed Sander @edsander.bsky.social · 04/09/2026Check out some YouTube videos by Connor Leahy if you have always wanted to give insomnia a try. 000
Ed Sander @edsander.bsky.social · 03/09/2026SEE THAT BUILDING ON THE LEFT? PDD Holdings acquired this 19-floor building, which houses an entity called Shanghai Xinpinmu Pudong E-Commerce Co., Ltd. That might not ring a bell. But what if I told you that PDD is the parent company of Temu? Read more: substack.com/@chinadigita... 000
Ed Sander @edsander.bsky.social · 02/09/2026You used to share really interesting legal stuff ... I long for the old days. 😉 100
Ed Sander @edsander.bsky.social · 02/09/2026[Report] Temu Watch #16: Building Xinpinmu’s Supply Chain A deep dive into the way Pinduoduo organises the supply chain for its private brands. chinadigitalretailreport.substack.com/p/report-tem... 000
Ed Sander @edsander.bsky.social · 29/08/2026Ik heb het gehoord. Antwoord lag in de lijn van mijn verwachting, maar ik dacht dat het twee aspecten waren die zeker behandeld moesten worden. 😉 110
Ed Sander @edsander.bsky.social · 28/08/2026OH SNAP! JD’S JOYBUY WANTS TO LOOK IN YOUR SUPERMARKET BASKET From the UK platform The Grocer: “Joybuy has launched a promotion that gives its customers loyalty points and discounts in return for scanning their supermarket receipts.” Read more: substack.com/@chinadigita... 000
Ed Sander @edsander.bsky.social · 26/08/2026Wat is de relatie tussen de PLA en CCP en waarom zijn er zoveel purges in de recente jaren? 110
Ed Sander @edsander.bsky.social · 25/08/2026On September st, Shein will finally have its long-sought-after IPO. This week's China Digital Retail Report is based on new interviews with experts close to Shein and answers many questions people had after reading the prospectus. chinadigitalretailreport.substack.com/p/report-why... 000
Ed Sander @edsander.bsky.social · 25/08/2026WHY ALIBABA’S HEMA IS CLOSING STORES Recently, Chinese business media have been reporting that Alibaba’s Hema Supermarket (a.k.a. Freshippo) has been closing stores. To find out what's going on, read this note on China Digital Retail Report. substack.com/profile/4484... 000
Ed Sander @edsander.bsky.social · 24/08/2026COMING UP: WHY IS SHEIN'S GROWTH SLOWING? A lot has been speculated about the Shein IPO and its prospectus. On Wednesday, I'm publishing a new report based on very recent expert interviews that answers many questions. Subscribe: chinadigitalretailreport.substack.com/subscribe 010
Ed Sander @edsander.bsky.social · 22/08/2026TEMU HAS LAUNCHED ITS FIRST XINPINMU BRAND Temu recently launched its (first) Xinpinmu self-operated brand, Bemuvo. Shanghai XPM Hongqiao E-Commerce Co., Ltd. (PDD Holding’s Xinpinmu division) registered the brand on June 10th. substack.com/profile/4484... 000
Ed Sander @edsander.bsky.social · 20/08/2026DON’T MISS THESE REPORTS! If you have ever considered getting a paid subscription to China Digital Retail Report but never got round to it, now might be the time. substack.com/@chinadigita... 000
Ed Sander @edsander.bsky.social · 20/08/2026A FEW THOUGHTS ON JD’S NEW BUSINESSES Q2 RESULTS I shared a few thoughts about the JD .com Q2 results on China Digital Retail report. substack.com/@chinadigita... 000
Ed Sander @edsander.bsky.social · 20/08/2026Ik denk niet dat het per definitie rampzalig is. In plaats van te kijken naar de lagere omzet dit jaar zouden we moeten kijken naar de redenen achter de hoge omzet van vorig jaar. Die was vooral te danken aan grote kortingen voor consumenten door JD en overheid. substack.com/@chinadigita... 000
Reposted by Ed SanderYicai 第一财经 @yicaiglobal.bsky.social · 20/08/2026The Relevant Practices of EU in Investigation of JD.Com Constitute Improper Extraterritorial Jurisdiction, MOJ Says www.yicaiglobal.com/news/the-rel... 001
Ed Sander @edsander.bsky.social · 19/08/2026Wat een ongelooflijk misleidende kop. Probleem met dit soort koppen is de indruk die blijft hangen bij mensen die het artikel niet lezen. Daar zouden de media meer op moeten letten. 010
Ed Sander @edsander.bsky.social · 19/08/2026TikTok Shop Watch #6: Southeast Asia 2026 Update I am publishing a series of updates on TikTok Shop: the first two focus on Southeast Asia, and another, to be published next month, covers TikTok Shop in the rest of the world. chinadigitalretailreport.substack.com/p/tiktok-sho... 000
Ed Sander @edsander.bsky.social · 18/08/2026Ik deelde het omdat je wilde weten waarom/hoe het überhaupt is uitgebracht. 😉 110
Ed Sander @edsander.bsky.social · 18/08/2026Achtergrondverhaal: mp.weixin.qq.com/s?__biz=MTQz...mp.weixin.qq.com从7169元到300万,《牛来》被网友“发行”了“16万元赚1800万”,先别急着算 100
Ed Sander @edsander.bsky.social · 18/08/2026Dat was zeker over de top. Maar dat is de claim 'iedereeen wil' per definitie. 010
Ed Sander @edsander.bsky.social · 18/08/2026Chinese media Ijn er wel vol van. Volgens een artikel van vandaag staat de film op nr. 8. 100
Ed Sander @edsander.bsky.social · 16/08/2026Over the next couple of weeks, I will be publishing a number of updates on TikTok Shop. The first two, this week and next week, will focus on developments in Southeast Asia and competition with Shopee in the region. Subscribe here: chinadigitalretailreport.substack.com/subscribe 000
Ed Sander @edsander.bsky.social · 14/08/2026Net profit jump seems good. Until you realise how much money was burned in the instant retail subsidies war last year ... 000
Ed Sander @edsander.bsky.social · 04/08/2026Very worrying trend I've seen all over my WeChat Channels feed in recent weeks. 011
Ed Sander @edsander.bsky.social · 13/07/2026Maybe I'm not smart enough or miss the in-jokes, but I don't understand half of the posts you make. 110
Ed Sander @edsander.bsky.social · 10/07/2026Exactly my point. Why a robot with lots of frustration and friction when we already have self-scanning? 010
Ed Sander @edsander.bsky.social · 10/07/2026substack.com/@chinadigita...substack.comChina Digital Retail Report (@chinadigitalretailreport)WHY I SAID I’M NOT A BIG FAN OF ROBOTICS At the recent K5 conference, I mentioned that I’m not a big fan of robotics. Let me elaborate on that. 8 Years ago, industrial robot arms had already begun ... 110
Ed Sander @edsander.bsky.social · 09/07/2026REDSHOP IS HERE! The next Chinese webshop has entered the global market. Is this the next Temu, Shein, AliExpress, TikTok Shop or Joybuy? Find out in this week's China Digital Retail Report: chinadigitalretailreport.substack.com/p/media-reds... 010
Ed Sander @edsander.bsky.social · 06/07/2026COMING UP: REDSHOP, ANOTHER CHINESE WEBSHOP?! In April, the media were abuzz about a new Chinese webshop that would launch in June. In the past few days, I dove deep into the topic because Redshop is here! Subscribe here to receive the article: chinadigitalretailreport.substack.com/subscribe 010
Ed Sander @edsander.bsky.social · 03/07/2026Vanmorgen gehoord.👍 Ook leuk dat jullie @manyapan.bsky.social even hebben geraadpleegd. 120
Ed Sander @edsander.bsky.social · 30/06/2026Jullie bespreken het ongetwijfeld al, maar ik ben zelf erg benieuwd naar de redenen waarom de NAVO onder de Chinese bevolking zo enorm onpopulair is. Sociale media staan altijd vol met haar jegens NAVO. Is dat het gevolg van staatspropaganda of iets anders? 110