Passing along an update to our China ecommerce tracker. Please keep in mind this survey was completed in Mid-March. If you have any questions, please let us know. 

Open Report:Bespoke – China eCommerce Vol 20

Key Takeaways:

  • Online shopping feedback is mixed, with sentiment remaining strong toward most platforms but overall shopping frequency/spending reducing sequentially.
  • PDD stands out as a platform that is testing well and improving in most metrics we track sequentially.
  • VIP Shop has been losing mindshare to the likes of PDD, JD, and Taobao.
  • Juhuasuan has continued to show declines in shopping recency among respondents in China.
  • Taobao and JD still are share leaders and continue to sit atop our conjoint analysis results.
  • Despite PDD’s emergence, in a head to head battle in our conjoint analysis JD has held its strong lead in consumer preference ratings.

Key Charts: