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China Digital Retail Report

Tens of paid subscribers

China Digital Retail Report is a publication by analyst Ed Sander, focussing on the online and offline retail activities of China’s internet companies, both domestically and globally. It published reports, articles and videos.

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Substack
PricingFreemiumPublishesWeekly
Issues35Founded8 months agoLast Issue10 days ago
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Artwork for China Digital Retail Report

Latest Issues

[Report] TikTok Watch #7: The Battle for Southeast Asia

The strategic moves of TikTik Shop and Shopee.

10 days ago
2
Paid

[Video] Temu’s Xinpinmu Private Labels (podcast)

Recent CDRR Notes

  • See that building on the left? (Pinduoduo)

Introduction

In Europe, Temu is synonymous with cheap goods, but that’s exactly the image its parent company, Pinduoduo, now wants to shed. In this episode of Let’s...

17 days ago
3

[Report] Temu Watch #16: Building Xinpinmu’s Supply Chain

A deep dive into the way Pinduoduo organises the supply chain for its private brands.

24 days ago
14
Paid

[Report] Why is Shein’s Growth Slowing?

And how are its different operational models and marketplace really doing?

a month ago
13
Paid

[Report] TikTok Shop Watch #6: Southeast Asia 2026 Update

Contents

  • Recent CDRR Notes

  • Introduction

  • TikTok Shop in Southeast Asia

  • Status of Live Commerce

  • User acquisition and retention

  • Product categories

  • Revenue streams

  • Logistics

    • J&T Express
  • Comp...

a month ago
11

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  • China Digital Retail Report
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