Starbucks (SBUX): Luckin (LK) Not a Concern Anymore According to Its IPO Form
Luckin Coffee (LK US) reaped Starbucks’ growth strategy in China in 2018; however, after reading Luckin’s IPO files, we believe Luckin will not...
718 Views
Starbucks (SBUX): China Strategy Reaped by Luckin’s Parasitical Tactic, a Visit and Case Study
We believe Luckin copies SBUX’s site selection, but chooses low rental places close to Starbucks shops. Starbucks plans to add delivery business...
1.2k Views
President Chain Store: The Everywhere-Everything 7-Eleven Operator of Taiwan
When I visited Taiwan recently, I was awed by the omnipresence of the 7-Eleven stores. Like in Japan, organised convenience chains have deeply...
925 Views
Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
744 Views
Starbucks (SBUX): Castles Made of Stimulants (Capitalism's Less Explored Darkside)
Starbucks generally is a good corporate citizen. When it makes a mistake in the eyes of it fanbase, it moves quickly to fix things. Starbucks Corp...
1.3k Views