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chase burns broderick's avatar

Thanks for this! A great new follow. I've been tracking Chagee too — Specifically, this ad with Emily Ratajkowski which couldn't have been cheap:

[https://www.instagram.com/reel/DJfQozMucmh/]

If they can scale, moving gimmicks like these...

[https://www.instagram.com/p/DKSLoZXzEIe/]

...into the US and more markets should work.

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Barrett Sundberg's avatar

Nice overview, as always. The details about Xiaomi and Chagee both very much appreciated. Keep up the good work!

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