Capital, Earnings & M&A
New Retail Bloodbath: Old Giants Fall
The retail industry undergoes a revolution with each generational shift, and China is currently experiencing its third retail revolution. This article analyzes the internal logic of these revolutions, predicting that community group buying and membership stores will emerge as winners, while supermarkets and e-commerce will evolve and coexist with new retail giants.
彭程柚子合伙人