China Tech Talk 81: The new new retail with Michael Norris

By John Artman
1 min read

China Tech Talk is an almost weekly discussion of the most important issues in China’s tech. From IPOs to fake data, from the role of WeChat to Apple’s waning influence, hosts John Artman and Matthew Brennan interview experts and discuss the trends shaping China’s tech industry.

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In June, Carrefour sold 80% of its China operations to electronics retailer Suning. The news is representative of a much broader shift in the new retails space. When we first covered new retail in 2018, unmanned stores were gaining traction and it was unclear if Alibaba was going to win. In 1.5 years, unmanned stores are almost dead and Alibaba is a clear winner.

To discuss this shift, we’re happy to welcome Michael Norris, research and strategy manager at AgencyChina.

This episode was recorded on June 25, 2019.

Key questions:

  • Why would Suning be interested in Carrefour?
  • How did JD lose the new retail battle?
  • What makes Hema and the Alibaba model so successful?
  • What makes the China market so difficult for non-China retailers?

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