Insights

The CEO talks of impending market saturation, “dark stores,” and entry into the Bangladesh market.

Luckin’s latest acquisition and Mixue’s coffee trials point to a widening split in strategy.

Departures at DJI have raised concerns, but there’s a contrarian view worth considering.

The robotics company is reporting margins well above those of its peers.

Adoption was strong during the campaign, but it remains unclear if user behavior will persist after incentives fade.

Low EV profits obscure a broader push to expand globally, adapt to local demand, and build long-term positions abroad.

The latest EV is drawing fewer visitors and preorders than its predecessor, as expected in a more mature market.

In its third IPO attempt, the company appears to be facing a more competitive market than before.