Market notes

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Two Peak Seasons, One Team

Running peak season in one market is a scheduling problem. Running it in several is an operating problem, and this was the year many brands found that out.

The calendar collides

Singles’ Day on 11 November has been the anchor of the Chinese retail calendar for years, with a pre-sale window that opened on 14 October this year. Southeast Asia runs its own 11.11 and then does it again on 12.12, five weeks later. Add Black Friday for brands still serving Western markets and the result is a six-week stretch with three separate demand spikes, each governed by different platform rules.

The spikes are not interchangeable. Chinese pre-sale mechanics reward deposits taken weeks early. Southeast Asian campaigns reward vouchers, flash slots and live sessions timed to the hour. A promotional plan built for one produces mediocre results in the other.

Where it actually breaks

Almost never in marketing. It breaks in inventory allocation and customer service.

A brand holding one pool of stock has to decide, in advance, how much to commit to each market, knowing that the commitment is difficult to reverse once goods are in a bonded warehouse. Guess high in the wrong market and the stock sits until the following year. Guess low and the listing goes dark during the only week that mattered.

Customer service breaks for a duller reason. Volume arrives in several languages at once, across time zones, on platform-native messaging rather than email. Teams sized for a normal week are overwhelmed by day two, and response time is a ranking input on most of these platforms. Slow replies during peak cost visibility at exactly the moment visibility is worth the most.

What worked this year

The brands that came through cleanly did three unremarkable things. They forecast per market rather than in aggregate. They staffed service ahead of the spike instead of reacting to it. They agreed in advance which market would be allowed to run out of stock, so that the decision was made calmly in September rather than at midnight in November.

None of that is sophisticated. It is just difficult to do while the campaign is already running.

Sources

  1. Alibaba gears up for 2024 11.11 with over $4 billion in consumer perks and merchant support, Alizila, Oct 2024
  2. China's Singles Day shopping festival is more than halfway over. Here's how consumers are spending, CNBC, Nov 4, 2024

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