2/10 Food:
China grocery delivery was +60% in Feb & recipe app usage +44%. Food delivery was down 50%, less than restaurants but in stark contrast to grocery.
Will this ignite a fire in the ovens of US homes? @blueapron +500% this week & @Walmart near all time highs suggest so.
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3/10 Mental Health: Tencent Health's new program DAU grew from 330k before the outbreak to 36m after. How high will the pandemic push our stress levels? In addition to typical recession stress, our health is also under threat. https://blog.calm.com/take-a-deep-breath … has some helpful resources.
2 replies 5 retweets 88 likesShow this thread -
4/10 Entertainment: Daily internet usage per capita increased from 6.1 hrs before the crisis to to 7.3 hrs after. Short Video (Youtube equivalents) DAU grew from 492m to 569m. Will we swap cinema to watching from home? People are going to
@netflix and news + UGC apps instead.1 reply 4 retweets 87 likesShow this thread -
5/10 Social: Social Media DAU grew to 794m over Chinese New Year (+14m YoY) with overall usage +27%. Will our online influence be our only influence?
@houseparty is no longer just for Gen Z as they become new daily meeting places for kids & moms.2 replies 6 retweets 66 likesShow this thread -
6/10 Gaming: Online gaming DAU increased 30% during Chinese New Year 2020 vs. 2019. Daily usage increased 40% to 159 min. Will games become permanent playgrounds? Games are keeping people entertained in these times & fitness "games" & apps at home may be the future of fitness.
2 replies 12 retweets 71 likesShow this thread -
7/10 Education: Online education DAU +46% over the crisis to 127m in China. Will the kitchen be the new classroom? Coronavirus may be a straw breaking the camel's back on education moving remote. China e-learning grew & stayed strong post peak (see below from Havas & iResearch)pic.twitter.com/1D0PQ3H94k
4 replies 30 retweets 110 likesShow this thread -
8/10 Video communication: China online video conferencing/collaboration DAU grew from 140m before to 152m after the outbreak. Are in person meetings the new snail mail?
@zoom_us speeds up our interactions (& the commute is better). Digital confs next? Will future of work = WFH?2 replies 6 retweets 64 likesShow this thread -
9/10 eCommerce: eCom grew 5% this yr in China, mainly due to food & health. Ironically, makeup sales held up as Chinese consumers dressed up for video calls. The same is not being seen in the US (anyone else live in
@lululemon?!) China saw safety purchases stay strong post peak:pic.twitter.com/KKWp8fImMG
1 reply 9 retweets 75 likesShow this thread -
10/10 FinTech: Online insurance +10% this year in China. Will anxiety turn to insurance? Both payments & insurance have been slower to move online in the US but should speed up now. Contactless service is key. (Data from Havas & our China team)
What other areas will change?16 replies 12 retweets 96 likesShow this thread -
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