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Anything, in 30 Minutes: Inside China's 30-Minute Retail Boom (China Commerce Update with Ed, Part 2) #LTM162
An iPhone, delivered in 15 minutes – not because it's urgently needed, but simply because people don't want to wait. This exact shift sits at the centre of part 2 of our China double episode: Ingrid goes deep into Instant Retail, China's answer to quick commerce, with China expert Ed Sander.
The conversation covers:
Why Instant Retail now accounts for 30% of Alibaba's total domestic commerce – and why that's no longer a niche phenomenon
The three competing models behind it: store-plus-warehouse (Hema), dark stores (Dingdong Maicai), and pure marketplace solutions with players like Decathlon…
The skinny
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