Ed Sander
@edsander.bsky.social
China Retail Tech Analyst for chinadigitalretailreport.substack.com
Speaker for ChinaTalk.nl | edsander.com
Study tour leader for ChinaTechTrip.com
Speaker for ChinaTalk.nl | edsander.com
Study tour leader for ChinaTechTrip.com
Coffee price war ends, instant retail battle continues...
This week's China Digital Retail Report just dropped.
▶️ Cotti Coffee ends the price war
▶️ Alibaba announced doubling down on instant retail
▶️ Pinduoduo is joining the battle.
chinadigitalretailreport.substack.com/p/media-coff...
This week's China Digital Retail Report just dropped.
▶️ Cotti Coffee ends the price war
▶️ Alibaba announced doubling down on instant retail
▶️ Pinduoduo is joining the battle.
chinadigitalretailreport.substack.com/p/media-coff...
[Media] Coffee price war ends, instant retail battle continues...
... and Pinduoduo joins the battle.
chinadigitalretailreport.substack.com
February 18, 2026 at 9:31 AM
Coffee price war ends, instant retail battle continues...
This week's China Digital Retail Report just dropped.
▶️ Cotti Coffee ends the price war
▶️ Alibaba announced doubling down on instant retail
▶️ Pinduoduo is joining the battle.
chinadigitalretailreport.substack.com/p/media-coff...
This week's China Digital Retail Report just dropped.
▶️ Cotti Coffee ends the price war
▶️ Alibaba announced doubling down on instant retail
▶️ Pinduoduo is joining the battle.
chinadigitalretailreport.substack.com/p/media-coff...
CHINESE RETAILREUS GAAT THUISBEZORGEN IN NEDERLAND
Het is zo'n dag dat je een hoop werk probeert te verzetten, maar de journalisten blijven bellen omdat een Chinees bedrijf een persbericht heeft verstuurd. 😂
Na het interview op BNR Nieuwradio nu dus ook RTL Z ...
www.linkedin.com/posts/edsand...
Het is zo'n dag dat je een hoop werk probeert te verzetten, maar de journalisten blijven bellen omdat een Chinees bedrijf een persbericht heeft verstuurd. 😂
Na het interview op BNR Nieuwradio nu dus ook RTL Z ...
www.linkedin.com/posts/edsand...
February 17, 2026 at 4:07 PM
CHINESE RETAILREUS GAAT THUISBEZORGEN IN NEDERLAND
Het is zo'n dag dat je een hoop werk probeert te verzetten, maar de journalisten blijven bellen omdat een Chinees bedrijf een persbericht heeft verstuurd. 😂
Na het interview op BNR Nieuwradio nu dus ook RTL Z ...
www.linkedin.com/posts/edsand...
Het is zo'n dag dat je een hoop werk probeert te verzetten, maar de journalisten blijven bellen omdat een Chinees bedrijf een persbericht heeft verstuurd. 😂
Na het interview op BNR Nieuwradio nu dus ook RTL Z ...
www.linkedin.com/posts/edsand...
JD 'LANCEERT' JOYBUY WEBSHOP IN NEDERLAND
Ik was zojuist op BNR Nieuwsradio om de komst - of moeten we zeggen 'terugkeer'? - van jd.com met de webshop Joybuy toe te lichten.
Kijk hier naar het fragment: www.linkedin.com/posts/edsand...
Ik was zojuist op BNR Nieuwsradio om de komst - of moeten we zeggen 'terugkeer'? - van jd.com met de webshop Joybuy toe te lichten.
Kijk hier naar het fragment: www.linkedin.com/posts/edsand...
JD 'LANCEERT' JOYBUY WEBSHOP IN NEDERLAND
Ik was zojuist op BNR Nieuwsradio om de komst - of moeten we zeggen 'terugkeer'? - van JD .com met de webshop Joybuy toe te lichten.
Kijk hi...
JD 'LANCEERT' JOYBUY WEBSHOP IN NEDERLAND
Ik was zojuist op BNR Nieuwsradio om de komst - of moeten we zeggen 'terugkeer'? - van JD .com met de webshop Joybuy toe te lichten.
Kijk hieronder naar het...
www.linkedin.com
February 17, 2026 at 1:09 PM
JD 'LANCEERT' JOYBUY WEBSHOP IN NEDERLAND
Ik was zojuist op BNR Nieuwsradio om de komst - of moeten we zeggen 'terugkeer'? - van jd.com met de webshop Joybuy toe te lichten.
Kijk hier naar het fragment: www.linkedin.com/posts/edsand...
Ik was zojuist op BNR Nieuwsradio om de komst - of moeten we zeggen 'terugkeer'? - van jd.com met de webshop Joybuy toe te lichten.
Kijk hier naar het fragment: www.linkedin.com/posts/edsand...
WOULD YOU LIKE TO WATCH YOUR TAKEOUT BEING PREPARED BY A MACHINE?
www.linkedin.com/posts/edsand...
www.linkedin.com/posts/edsand...
February 13, 2026 at 7:01 AM
WOULD YOU LIKE TO WATCH YOUR TAKEOUT BEING PREPARED BY A MACHINE?
www.linkedin.com/posts/edsand...
www.linkedin.com/posts/edsand...
China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen
In part 2 of this report, we look at JD’s 7Fresh Kitchen.
It includes video footage an extensive assessment by a former JD manager and a comparison with Meituan’s Raccoon Kitchen.
techbuzzchina.substack.com/p/chinas-int...
In part 2 of this report, we look at JD’s 7Fresh Kitchen.
It includes video footage an extensive assessment by a former JD manager and a comparison with Meituan’s Raccoon Kitchen.
techbuzzchina.substack.com/p/chinas-int...
February 12, 2026 at 6:34 AM
China’s Internet Companies Get Cooking (Part 2) – JD's 7Fresh Kitchen
In part 2 of this report, we look at JD’s 7Fresh Kitchen.
It includes video footage an extensive assessment by a former JD manager and a comparison with Meituan’s Raccoon Kitchen.
techbuzzchina.substack.com/p/chinas-int...
In part 2 of this report, we look at JD’s 7Fresh Kitchen.
It includes video footage an extensive assessment by a former JD manager and a comparison with Meituan’s Raccoon Kitchen.
techbuzzchina.substack.com/p/chinas-int...
TEMU, TARIFFS AND AUTONOMOUS DELIVERY
I am sharing a recording of an interview I did with European Guanxi. In the interview I discuss, among other topics, how Temu survived the US import tariffs and why we shouldn't expect any European tariffs to stop Temu either.
open.substack.com/pub/chinadig...
I am sharing a recording of an interview I did with European Guanxi. In the interview I discuss, among other topics, how Temu survived the US import tariffs and why we shouldn't expect any European tariffs to stop Temu either.
open.substack.com/pub/chinadig...
February 11, 2026 at 8:59 AM
TEMU, TARIFFS AND AUTONOMOUS DELIVERY
I am sharing a recording of an interview I did with European Guanxi. In the interview I discuss, among other topics, how Temu survived the US import tariffs and why we shouldn't expect any European tariffs to stop Temu either.
open.substack.com/pub/chinadig...
I am sharing a recording of an interview I did with European Guanxi. In the interview I discuss, among other topics, how Temu survived the US import tariffs and why we shouldn't expect any European tariffs to stop Temu either.
open.substack.com/pub/chinadig...
Reposted by Ed Sander
China Digital Retail Report is my new publication, focusing on the online and offline retail activities of China’s internet companies, both domestically and globally. I will publish reports, articles and videos weekly. Sign up here:
chinadigitalretailreport.substack.com
chinadigitalretailreport.substack.com
February 8, 2026 at 12:05 PM
China Digital Retail Report is my new publication, focusing on the online and offline retail activities of China’s internet companies, both domestically and globally. I will publish reports, articles and videos weekly. Sign up here:
chinadigitalretailreport.substack.com
chinadigitalretailreport.substack.com
China Digital Retail Report is my new publication, focusing on the online and offline retail activities of China’s internet companies, both domestically and globally. I will publish reports, articles and videos weekly. Sign up here:
chinadigitalretailreport.substack.com
chinadigitalretailreport.substack.com
February 8, 2026 at 12:05 PM
China Digital Retail Report is my new publication, focusing on the online and offline retail activities of China’s internet companies, both domestically and globally. I will publish reports, articles and videos weekly. Sign up here:
chinadigitalretailreport.substack.com
chinadigitalretailreport.substack.com
A summary video of the report I published yesterday on my new Substack page China Digital Retail Report.
www.linkedin.com/posts/edsand...
www.linkedin.com/posts/edsand...
February 7, 2026 at 8:46 AM
A summary video of the report I published yesterday on my new Substack page China Digital Retail Report.
www.linkedin.com/posts/edsand...
www.linkedin.com/posts/edsand...
Instant retail market consolidation: Meituan acquires Dingdong
This article combines insights from various Chinese media (see sources), as well as those of the author.
chinadigitalretailreport.substack.com/p/media-inst...
This article combines insights from various Chinese media (see sources), as well as those of the author.
chinadigitalretailreport.substack.com/p/media-inst...
February 6, 2026 at 2:24 PM
Instant retail market consolidation: Meituan acquires Dingdong
This article combines insights from various Chinese media (see sources), as well as those of the author.
chinadigitalretailreport.substack.com/p/media-inst...
This article combines insights from various Chinese media (see sources), as well as those of the author.
chinadigitalretailreport.substack.com/p/media-inst...
Reposted by Ed Sander
A few relevant thoughts:
1st, Apps can't refuse to offer basic services because a user won't provide information beyond that necessary for those services.
Short-video apps like Douyin must offer SEARCH and PLAYBACK functions without collecting ANY personal info. aweme.snssdk.com/falcon/fe_do...
1st, Apps can't refuse to offer basic services because a user won't provide information beyond that necessary for those services.
Short-video apps like Douyin must offer SEARCH and PLAYBACK functions without collecting ANY personal info. aweme.snssdk.com/falcon/fe_do...
January 26, 2026 at 3:35 AM
A few relevant thoughts:
1st, Apps can't refuse to offer basic services because a user won't provide information beyond that necessary for those services.
Short-video apps like Douyin must offer SEARCH and PLAYBACK functions without collecting ANY personal info. aweme.snssdk.com/falcon/fe_do...
1st, Apps can't refuse to offer basic services because a user won't provide information beyond that necessary for those services.
Short-video apps like Douyin must offer SEARCH and PLAYBACK functions without collecting ANY personal info. aweme.snssdk.com/falcon/fe_do...
Reposted by Ed Sander
Final Call! Nog een paar dagen om je in te schrijven voor Dé Grote China Kennis Quiz 2026. Nog een paar plekjes vrij. leidenasiacentre.nl/event/de-gro...
Dé Grote China Kennisquiz 2026 - Leiden Asia Centre
Op dinsdag 3 februari is het weer tijd voor het leukste China-evenement van het jaar: Dé Grote China Kennis Quiz. Dit jaar strijken we neer in Den Haag
leidenasiacentre.nl
January 23, 2026 at 3:50 PM
Final Call! Nog een paar dagen om je in te schrijven voor Dé Grote China Kennis Quiz 2026. Nog een paar plekjes vrij. leidenasiacentre.nl/event/de-gro...
CHINATECHTRIP x K5 X-PEDITION CHINA AFTERMOVIE
My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau and Jochen Krisch on the China study tour with K5 - Future Retail.
www.linkedin.com/posts/edsand...
My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau and Jochen Krisch on the China study tour with K5 - Future Retail.
www.linkedin.com/posts/edsand...
CHINATECHTRIP x K5 X-PEDITION CHINA AFTERMOVIE
My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau (思文) and Jochen Krisch on the China study tour with K5 - Future… | Ed ...
CHINATECHTRIP x K5 X-PEDITION CHINA AFTERMOVIE
My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau (思文) and Jochen Krisch on the China study tour with K5 - Future Retail...
www.linkedin.com
January 21, 2026 at 4:39 PM
CHINATECHTRIP x K5 X-PEDITION CHINA AFTERMOVIE
My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau and Jochen Krisch on the China study tour with K5 - Future Retail.
www.linkedin.com/posts/edsand...
My absolute highlight of 2025, like in 2024, was our cooperation with Sven Rittau and Jochen Krisch on the China study tour with K5 - Future Retail.
www.linkedin.com/posts/edsand...
While everybody is still trying to fight Shein and Temu, the next potential disruptor from China is already working hard toward a lofty $100 billion revenue target by 2033. China's number one food delivery platform, Meituan, dreams big for its overseas business, Keeta.
substack.com/profile/6357...
substack.com/profile/6357...
Tech Buzz China (@techbuzzchina)
YOUR NEXT CHINESE COMPETITOR?
While everybody is still trying to fight Shein and Temu, the next potential disruptor from China is already working hard toward a lofty $100 billion revenue target by 20...
substack.com
January 18, 2026 at 6:17 PM
While everybody is still trying to fight Shein and Temu, the next potential disruptor from China is already working hard toward a lofty $100 billion revenue target by 2033. China's number one food delivery platform, Meituan, dreams big for its overseas business, Keeta.
substack.com/profile/6357...
substack.com/profile/6357...
THE COMING DISRUPTION - A WARNING TO RETAIL
"While so many Western companies are getting hung up on today's controversies, things like import taxes, they are missing the much, much bigger strategic threat that is hurtling right towards them."
www.linkedin.com/posts/edsand...
"While so many Western companies are getting hung up on today's controversies, things like import taxes, they are missing the much, much bigger strategic threat that is hurtling right towards them."
www.linkedin.com/posts/edsand...
January 17, 2026 at 11:31 AM
THE COMING DISRUPTION - A WARNING TO RETAIL
"While so many Western companies are getting hung up on today's controversies, things like import taxes, they are missing the much, much bigger strategic threat that is hurtling right towards them."
www.linkedin.com/posts/edsand...
"While so many Western companies are getting hung up on today's controversies, things like import taxes, they are missing the much, much bigger strategic threat that is hurtling right towards them."
www.linkedin.com/posts/edsand...
Reposted by Ed Sander
𝔹𝕖𝕟 𝕛𝕖 𝕖𝕖𝕟 𝕖𝕔𝕙𝕥𝕖 ℂ𝕙𝕚𝕟𝕒-𝕜𝕖𝕟𝕟𝕖𝕣?
Quizmasters @edsander.bsky.social & @blogaap.bsky.social presenteren op 3 feb 🇨🇳 'de Grote #China Kennisquiz' @leidenasiacentre.nl in Den Haag
De plekken raken snel vol, dus meld je snel aan en win mooie prijzen⤵️
@cineasiaonline.bsky.social
Quizmasters @edsander.bsky.social & @blogaap.bsky.social presenteren op 3 feb 🇨🇳 'de Grote #China Kennisquiz' @leidenasiacentre.nl in Den Haag
De plekken raken snel vol, dus meld je snel aan en win mooie prijzen⤵️
@cineasiaonline.bsky.social
Dé Grote China Kennisquiz 2026 - Leiden Asia Centre
Op dinsdag 3 februari is het weer tijd voor het leukste China-evenement van het jaar: Dé Grote China Kennis Quiz. Dit jaar strijken we neer in Den Haag
leidenasiacentre.nl
January 12, 2026 at 6:00 PM
𝔹𝕖𝕟 𝕛𝕖 𝕖𝕖𝕟 𝕖𝕔𝕙𝕥𝕖 ℂ𝕙𝕚𝕟𝕒-𝕜𝕖𝕟𝕟𝕖𝕣?
Quizmasters @edsander.bsky.social & @blogaap.bsky.social presenteren op 3 feb 🇨🇳 'de Grote #China Kennisquiz' @leidenasiacentre.nl in Den Haag
De plekken raken snel vol, dus meld je snel aan en win mooie prijzen⤵️
@cineasiaonline.bsky.social
Quizmasters @edsander.bsky.social & @blogaap.bsky.social presenteren op 3 feb 🇨🇳 'de Grote #China Kennisquiz' @leidenasiacentre.nl in Den Haag
De plekken raken snel vol, dus meld je snel aan en win mooie prijzen⤵️
@cineasiaonline.bsky.social
TEMU'S PHASE 3: ‘BUILDING A NEW PINDUODUO’
We have published a short report on Tech Buzz China that explains the meaning of Temu's phase 3. Because we think it's important for a broad audience to understand, we have made it free to read for everybody.
techbuzzchina.substack.com/p/temus-phas...
We have published a short report on Tech Buzz China that explains the meaning of Temu's phase 3. Because we think it's important for a broad audience to understand, we have made it free to read for everybody.
techbuzzchina.substack.com/p/temus-phas...
Temu's Phase 3: ‘Building a new Pinduoduo’
What does this actually mean?
techbuzzchina.substack.com
January 12, 2026 at 10:55 AM
TEMU'S PHASE 3: ‘BUILDING A NEW PINDUODUO’
We have published a short report on Tech Buzz China that explains the meaning of Temu's phase 3. Because we think it's important for a broad audience to understand, we have made it free to read for everybody.
techbuzzchina.substack.com/p/temus-phas...
We have published a short report on Tech Buzz China that explains the meaning of Temu's phase 3. Because we think it's important for a broad audience to understand, we have made it free to read for everybody.
techbuzzchina.substack.com/p/temus-phas...
HEB JIJ JE AL AANGEMELD?
Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los...
www.linkedin.com/posts/edsand...
Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los...
www.linkedin.com/posts/edsand...
HEB JIJ JE AL AANGEMELD?
Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los. Onder het genot van een lekker drankje (of meer) in bij Brouwerij Kompaan (locatie… | Ed...
HEB JIJ JE AL AANGEMELD?
Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los. Onder het genot van een lekker drankje (of meer) in bij Brouwerij Kompaan (locatie Binne...
www.linkedin.com
January 10, 2026 at 10:52 AM
HEB JIJ JE AL AANGEMELD?
Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los...
www.linkedin.com/posts/edsand...
Op 3 februari 2026 barst de strijd om de Grote China Kennisquiz wisselbeker weer los...
www.linkedin.com/posts/edsand...
Reposted by Ed Sander
Het gaat nu hard met de inschrijvingen voor de GCKQ26. Wie bij het leukste China-evenement in Nederland wil zijn moet snel zijn. leidenasiacentre.nl/event/de-gro...
Dé Grote China Kennisquiz 2026 - Leiden Asia Centre
Op dinsdag 3 februari is het weer tijd voor het leukste China-evenement van het jaar: Dé Grote China Kennis Quiz. Dit jaar strijken we neer in Den Haag
leidenasiacentre.nl
January 9, 2026 at 11:20 AM
Het gaat nu hard met de inschrijvingen voor de GCKQ26. Wie bij het leukste China-evenement in Nederland wil zijn moet snel zijn. leidenasiacentre.nl/event/de-gro...
HOW ALIBABA’S HEMA SUPERMARKETS COPIED SAM’S CLUB (AGAIN)
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
January 3, 2026 at 12:13 PM
HOW ALIBABA’S HEMA SUPERMARKETS COPIED SAM’S CLUB (AGAIN)
substack.com/@techbuzzchi...
substack.com/@techbuzzchi...
Het is „op zich een goed besluit”, zegt Ed Sander, doelend op de aanstaande Europese heffingen op Chinese pakketjes. „Maar als ze verwachten dat dit Temu gaat stoppen, moet ik ze teleurstellen.”
archive.ph/8yrLo#select...
archive.ph/8yrLo#select...
January 3, 2026 at 6:18 AM
Het is „op zich een goed besluit”, zegt Ed Sander, doelend op de aanstaande Europese heffingen op Chinese pakketjes. „Maar als ze verwachten dat dit Temu gaat stoppen, moet ik ze teleurstellen.”
archive.ph/8yrLo#select...
archive.ph/8yrLo#select...
Reposted by Ed Sander
De inschrijving is geopend. #GCKQ2026 leidenasiacentre.nl/event/de-gro...
Dé Grote China Kennisquiz 2026 - Leiden Asia Centre
Op dinsdag 3 februari is het weer tijd voor het leukste China-evenement van het jaar: Dé Grote China Kennis Quiz. Dit jaar strijken we neer in Den Haag
leidenasiacentre.nl
December 23, 2025 at 3:39 PM
De inschrijving is geopend. #GCKQ2026 leidenasiacentre.nl/event/de-gro...
Reposted by Ed Sander
Last night a massive attack on Kuaishou streaming service saw many channels livestreaming pornography for 20 minutes or so.-- leading to a full shut down of streaming functions.
Kuaishou has now made an official statement.
mp.weixin.qq.com/s/LduUOAZw3i...
mp.weixin.qq.com/s/7CEx8mu78j...
Kuaishou has now made an official statement.
mp.weixin.qq.com/s/LduUOAZw3i...
mp.weixin.qq.com/s/7CEx8mu78j...
快手遭黑灰产攻击已报警，专家：黑产迈入自动化攻击时代
mp.weixin.qq.com
December 23, 2025 at 5:22 AM
Last night a massive attack on Kuaishou streaming service saw many channels livestreaming pornography for 20 minutes or so.-- leading to a full shut down of streaming functions.
Kuaishou has now made an official statement.
mp.weixin.qq.com/s/LduUOAZw3i...
mp.weixin.qq.com/s/7CEx8mu78j...
Kuaishou has now made an official statement.
mp.weixin.qq.com/s/LduUOAZw3i...
mp.weixin.qq.com/s/7CEx8mu78j...
IN MEMORIAM - BART HORSTEN
We shouldn't be focused solely on what we accomplished this year. We should also look back at what we have lost.
Here's to a wonderful, warm person we have lost this year.
www.chinatalk.nl/in-memoriam-...
We shouldn't be focused solely on what we accomplished this year. We should also look back at what we have lost.
Here's to a wonderful, warm person we have lost this year.
www.chinatalk.nl/in-memoriam-...
December 22, 2025 at 11:33 AM
IN MEMORIAM - BART HORSTEN
We shouldn't be focused solely on what we accomplished this year. We should also look back at what we have lost.
Here's to a wonderful, warm person we have lost this year.
www.chinatalk.nl/in-memoriam-...
We shouldn't be focused solely on what we accomplished this year. We should also look back at what we have lost.
Here's to a wonderful, warm person we have lost this year.
www.chinatalk.nl/in-memoriam-...