China E-Commerce Reset for Global Playbook in 2026: BI Replay

On Demand

Duration: 66 Minutes

Original Date: February 25, 2026

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Join Bloomberg Intelligence’s e-commerce webinar on 2026 sector positioning as China’s platform battle shifts from search-led shopping to instant fulfillment and AI-guided journeys. With online physical-goods sales up 6.3% year on year versus 4% offline, and online services up 27%, convenience-led demand remains a key demand driver. As China growth cools, leading platforms may lean harder on overseas expansion, making cross-market benchmarks key to assessing how these can influence the business of Alibaba, Meituan, JD.com and PDD. Bloomberg Intelligence US analyst, Poonam Goyal, will share North America and Latin America perspectives with a focus on strategy and monetization playbooks from leaders such as Amazon and Mercado Libre. Jason Low and Lea El-Hage from the Southeast Asia team will discuss how Grab and Shopee are shaping emerging-market growth, customer acquisition efficiency and take-rate upside.

China E-Commerce Reset for Global Playbook in 2026: BI Replay

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