An iPhone, delivered in 15 minutes – not because it's urgently needed, but simply because people don't want to wait. This exact shift sits at the centre of part 2 of our China double episode: Ingrid goes deep into Instant Retail, China's answer to quick commerce, with China expert Ed Sander.

The conversation covers:

• Why Instant Retail now accounts for 30% of Alibaba's total domestic commerce – and why that's no longer a niche phenomenon
• The three competing models behind it: store-plus-warehouse (Hema), dark stores (Dingdong Maicai), and pure marketplace solutions with players like Decathlon or Walmart
• Why the real driver isn't cheap labour but population density – and what that means for transferability to Europe
• Concrete entry points for Europe: from a possible JD/Ceconomy deal to margin-rich categories like electronics launches and fashion drops

This episode is worth it for anyone who wants to understand why delivery time is no longer just a logistics topic – it's increasingly shaping customer expectations and purchase decisions.

Part 1 of the double episode on Temu's private label strategy:

Spotify: https://open.spotify.com/episode/4lg6FROpluFX2lwyxPQZAt

Apple Podcasts: https://podcasts.apple.com/de/podcast/temus-next-move-copying-amazons-most-controversial/id1637079843?i=1000786190031

YouTube: https://www.youtube.com/watch?v=ByvOepAGO14

Note from our sponsors: Marketplace Universe Webinars in Fall 2026

Four free webinars with our partners to sharpen your marketplace know-how this fall:

• September 17: Deep Dive TikTok Shop for Brands – with Max Burianek (Head of TikTok Shop Germany) and Florian Bein (Co-Founder, Bedrop). How to tap into a network reaching 200 million people across Europe every month, in time for peak season.
• → Register here: https://zoom.us/webinar/register/3017834950141/WN_dqKfxbW4RjCETT-iT9sHPA
• September 29: Kaufland Global Marketplace across Europe – with Doreen Schumm (Head of Marketplace Sales, Kaufland) and Etienne Sahin. The expansion across nine countries, from both a platform and a seller perspective.
• → Register here: https://zoom.us/webinar/register/8817834176445/WN_05pP6JTyRZe1HIQV6d9o2g#/registration
• October 13: Marketplace Seller Trends with ChannelEngine – with Valerie Dichtl and Jorrit Steinz (CEO & Founder, ChannelEngine). The findings from the 2025 Marketplace Shopping Behavior Report.
• → Register here: https://www.channelengine.com/en/blog/marketplace-seller-insights-and-trends-webinar?utm_campaign=Marketplace-Seller-Report_Sep-Dec_2026&utm_source=Marketplace%20Universe%20SRL&utm_medium=referral_partner&utm_content=webinar
• October 27: CEE markets with BASE – the follow-up to last year's hugely successful session, this time going even deeper into how to successfully expand into this highly interesting but highly competitive market. → Register here: https://zoom.us/webinar/register/5317845621934/WN_Ie4XIW_xSu653-xOlmSRKA#/

All dates also at marketplace-universe.com/webinars