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Ed Sander

@edsander.bsky.social
128 followers 93 following 380 posts

China Digital Retail Analyst for chinadigitalretailreport.substack.com Speaker for ChinaTalk.nl | edsander.com Study tour leader for ChinaRetailTrip.com

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Ed Sander @edsander.bsky.social · 05/10/2026
Tried 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.
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Ed Sander @edsander.bsky.social · 03/10/2026
Update: Despite her work being sold without her consent, Teacher Wang received a notification that the merchant did not violate Xianyu’s rules. 🤔
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Ed Sander @edsander.bsky.social · 02/10/2026
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: substack.com/@chinadigita...
substack.com
China 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...
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Ed Sander @edsander.bsky.social · 01/10/2026
No surround mix?
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Ed Sander @edsander.bsky.social · 01/10/2026
EU 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.com
China 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...
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Ed Sander @edsander.bsky.social · 30/09/2026
This 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 2026
China 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...
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Ed Sander @edsander.bsky.social · 26/09/2026
I still need to try them to verify that. 😉
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Ed Sander @edsander.bsky.social · 23/09/2026
I 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.
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Ed Sander @edsander.bsky.social · 20/09/2026
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: substack.com/@chinadigita...
substack.com
China 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...
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Ed Sander @edsander.bsky.social · 19/09/2026
MEITUAN’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...
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Ed Sander @edsander.bsky.social · 18/09/2026
YOUR 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.com
China 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 ...
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Ed Sander @edsander.bsky.social · 17/09/2026
Oh, 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.
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Ed Sander @edsander.bsky.social · 16/09/2026
TikTok Watch #7: The Battle for Southeast Asia chinadigitalretailreport.substack.com/p/report-tik...
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Ed Sander @edsander.bsky.social · 11/09/2026
MERCHANT 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...
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Ed Sander @edsander.bsky.social · 09/09/2026
In 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...
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Ed Sander @edsander.bsky.social · 04/09/2026
Check out some YouTube videos by Connor Leahy if you have always wanted to give insomnia a try.
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Ed Sander @edsander.bsky.social · 03/09/2026
SEE 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...
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Ed Sander @edsander.bsky.social · 02/09/2026
You used to share really interesting legal stuff ... I long for the old days. 😉
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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...
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Ed Sander @edsander.bsky.social · 29/08/2026
Ik heb het gehoord. Antwoord lag in de lijn van mijn verwachting, maar ik dacht dat het twee aspecten waren die zeker behandeld moesten worden. 😉
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Ed Sander @edsander.bsky.social · 28/08/2026
OH 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...
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Ed Sander @edsander.bsky.social · 26/08/2026
Wat is de relatie tussen de PLA en CCP en waarom zijn er zoveel purges in de recente jaren?
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Ed Sander @edsander.bsky.social · 25/08/2026
On 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...
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Ed Sander @edsander.bsky.social · 25/08/2026
WHY 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...
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Ed Sander @edsander.bsky.social · 24/08/2026
COMING 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
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Ed Sander @edsander.bsky.social · 22/08/2026
TEMU 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...
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Ed Sander @edsander.bsky.social · 20/08/2026
DON’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...
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Ed Sander @edsander.bsky.social · 20/08/2026
A 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...
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Ed Sander @edsander.bsky.social · 20/08/2026
Ik 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...
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Reposted by Ed Sander
Yicai 第一财经 @yicaiglobal.bsky.social · 20/08/2026
The Relevant Practices of EU in Investigation of JD.Com Constitute Improper Extraterritorial Jurisdiction, MOJ Says www.yicaiglobal.com/news/the-rel...
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Ed Sander @edsander.bsky.social · 19/08/2026
De ROI is dan wel weer goed. 😉
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Ed Sander @edsander.bsky.social · 19/08/2026
Wat 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.
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Ed Sander @edsander.bsky.social · 19/08/2026
TikTok 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...
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Ed Sander @edsander.bsky.social · 18/08/2026
Ik deelde het omdat je wilde weten waarom/hoe het überhaupt is uitgebracht. 😉
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Ed Sander @edsander.bsky.social · 18/08/2026
Achtergrondverhaal: 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
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Ed Sander @edsander.bsky.social · 18/08/2026
Dat was zeker over de top. Maar dat is de claim 'iedereeen wil' per definitie.
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Ed Sander @edsander.bsky.social · 18/08/2026
Chinese media Ijn er wel vol van. Volgens een artikel van vandaag staat de film op nr. 8.
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Ed Sander @edsander.bsky.social · 16/08/2026
Over 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
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Ed Sander @edsander.bsky.social · 14/08/2026
Net profit jump seems good. Until you realise how much money was burned in the instant retail subsidies war last year ...
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Ed Sander @edsander.bsky.social · 04/08/2026
Very worrying trend I've seen all over my WeChat Channels feed in recent weeks.
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Ed Sander @edsander.bsky.social · 22/07/2026
I wonder what happens to JD's sales when this stops.
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Ed Sander @edsander.bsky.social · 13/07/2026
Maybe I'm not smart enough or miss the in-jokes, but I don't understand half of the posts you make.
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Ed Sander @edsander.bsky.social · 10/07/2026
Exactly my point. Why a robot with lots of frustration and friction when we already have self-scanning?
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Ed Sander @edsander.bsky.social · 10/07/2026
substack.com/@chinadigita...
substack.com
China 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 ...
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Ed Sander @edsander.bsky.social · 09/07/2026
REDSHOP 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...
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Ed Sander @edsander.bsky.social · 09/07/2026
Ik voorspel vernietigende recensies van klanten.
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Ed Sander @edsander.bsky.social · 06/07/2026
COMING 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
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Ed Sander @edsander.bsky.social · 03/07/2026
Vanmorgen gehoord.👍 Ook leuk dat jullie @manyapan.bsky.social even hebben geraadpleegd.
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Ed Sander @edsander.bsky.social · 02/07/2026
Was McKinsey daar nu pas achte? ;-)
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Ed Sander @edsander.bsky.social · 30/06/2026
Jullie 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?
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