APAC is running a different retail race: mobile-first commerce, one-hour delivery wars, tourism tailwinds in Korea, China fast-fashion push overseas, and a working model of AI-native grocery in Singapore. In this Five Things Friday APAC with Ryf Quail (NRF APAC) we break down what’s signal, what’s noise, and what operators should do next.

What you’ll learn
• Why APAC’s ecommerce growth remains mobile-led—and why Western playbooks don’t port cleanly
• China’s “instant retail” price war (Alibaba × Meituan × JD): unit-economics and regulatory risk
• Korea’s visa-free Chinese group travel: how to staff, assort, and promo for itineraries
• Localise formats: Yum China’s smaller, value-centric boxes and tighter delivery ops
• China’s Urban Revivo targets 200+ overseas stores—fast-fashion competition resets
• Inside FairPrice “Store of Tomorrow” (Singapore): the most complete AI-assisted supermarket we’ve seen

Chapters
00:00 Intro & show update
01:00 APAC ecommerce: growth + mobile share
04:04 China’s 1-hour delivery price war
06:11 Korea tourism: visa-free Chinese group travel
08:09 Yum China: small formats, capital discipline
09:14 Urban Revivo: 200+ overseas stores
10:06 FairPrice “Store of Tomorrow” (Punggol, Singapore)
13:22 Wrap

References / image sources
GSMA Mobile Economy APAC: https://www.gsma.com/solutions-and-impact/connectivity-for-good/mobile-economy/wp-content/uploads/2025/07/GSMA_APAC_ME2025_WEB-1.pdf
Sensor Tower ecommerce apps (context): https://sensortower.com/blog/ecommerce-performance-in-shopping-season-2024
U.S. mobile share context: https://redstagfulfillment.com/what-percentage-of-ecommerce-sales-on-mobile-devices/
Reuters – China instant retail race: https://www.reuters.com/business/retail-consumer/chinas-e-commerce-companies-are-getting-singed-by-price-war-2025-09-08/
Korea visa-free Chinese group tours (from 29 Sept): https://www.korea.net/NewsFocus/policies/view?articleId=278542
Yum China (formats/capital): https://ir.yumchina.com/ and https://www.reuters.com/business/retail-consumer/new-pizza-hut-concept-stores-china-help-frugal-diners-save-2024-09-06/
Urban Revivo global push: https://www.reuters.com/business/retail-consumer/chinese-zara-rival-urban-revivo-steps-up-global-push-with-new-stores-fashion-2025-09-03/
FairPrice × Google Cloud “Store of Tomorrow”:
https://www.googlecloudpresscorner.com/2025-08-27-FairPrice-Group%2C-Singapores-Largest-Retailer%2C-Deepens-AI-Collaboration-with-Google-Cloud%2C-Brings-New-Agentic-Applications-to-its-Store-of-Tomorrow-and-Workforce

Subscribe for weekly APAC signals. Comment: which of these five will you test in the next 30 days payments, instant delivery, tourism targeting, format shift, or AI grocery?

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