J&T Express: From Southeast Asian Startup to Global Logistics Player

J&T Express, a Southeast Asian start-up, entered the Chinese express delivery market at a time when it was considered "unconquerable". Founded in Indonesia in 2015, J&T expanded across Southeast Asia and entered China in 2019 through a low-price entry strategy. After the acquisition of Best Express's Chinese operations in 2021, it ultimately achieved nationwide scale.
As of 2024, it held the biggest share of the Southeast Asia express delivery market and had a significant position in China. Through learning in China's high-pressure competitive environment, J&T acquired advanced technological capabilities, cost-control experience, and organizational management and talent systems. It then exported these to Southeast Asia and emerging markets, thus driving its global efficiency and profit enhancement.

To understand: the strategic pathway of emerging market enterprises; the balance between global standardization and localization (through J&T's Regional Sponsor Model); third-party service provider positioning and risks in platform-driven markets (J&T's strategy of maintaining neutrality in e-commerce platform ecosystems like Shopee, Lazada, Pinduoduo, and TikTok).
To develop students' strategic decision-making abilities in complex, uncertain environments by discussing expansion versus consolidation pathways based on dimensions including market, competition, finance, capabilities, and geopolitics.
The case is suited to teach the following themes/concepts:
• Analyze industry value chains
• Competitive analysis
• Globa strategy
• China strategy