Why eBay Lost $180m in China, and What You Can Do to Avoid the Same Fate

In 2002, eBay Inc. injected US$180 million to purchasewould like to have a list of what's in China that is
100% ownership of Eachnet.com, then the leadingdifferent from what's available back home.
eCommerce platform in China, capturing some 80%Unfortunately, this will be a never-ending list if
of the market.compiled. Hence, the general advice of just "Make No
Within 3 years however, this leading market shareAssumptions". Corporate bigotry and arrogance have
had shrunken to just 36%, no thanks to an upstart,got no place here.
Taobao.com, which had entered the market in 2002.In fact, come companies enter China via means of
While some observers will be quick to point out thatacquiring local companies. While the due diligence
used some "below the belt" tactics, eBay on its partwork conducted centres around the financial aspects
failed to make the following observations:of the local business, future due diligence work may
Unlike elsewhere, eBay (or Eachnet before that) washave to take consideration of:
utilised not so much as a Consumer-to-ConsumerBusiness practices (esp. if there are any expiring
(C2C) platform where individuals auction off theirmonopolistic licenses, or if kick-backs is a common
used items. Rather, eBay is a Business-to-Consumer)practice)
B2C platform where small businesses make their livingCorporate culture (esp. if managers are incentivised
selling low-priced products to consumers. As such,to grow the business or just "follow the rules")
both sellers and buyers prefer to deal with fixedSocial norms (esp. since China's average staff
prices, rather than auctioning;turnover is just 18 months, and depending on where
Due to banking controls in China, most buyers preferyou hire, employees may have social norms that are
to pay upon receipt of products, rather than makingquite different from those you are familiar with. Even
online payments. This in turn reduces eBay's and itscustomers behave differently here too.)
payment gateway subsidiary, Paypal's, operatingBe Actively Involved
income.Some international companies, knowing that China is
While eBay charges standardized fees for sellersrather different from what they experienced, chose
globally, it is unwilling to waive such fees to Chineseto appoint Chinese General Managers, and delegate
sellers, as it believes "free is not a business model".them full responsibilities of running their China
However, eBay's competitor is using its "no-fee"business.
policy to demonstrate to sellers that it sincerelyThe mistake here isn't about appointing Chinese
wants these users to make money first beforeGeneral Managers or CEOs. The mistake that many
charging for the service.of such companies make is "management by
The end result: eBay had to "wrap-up" its Chinaabdication", meaning they are literally hands-off.
operations by "selling" its stake in Eachnet toIt would be unfair (not to mention gross bigotry) to
Tom.com, an online and wireless service providerassume that Chinese managers are dishonest, and
owned by Hutchison Whampoa. eBay had to fork outthat they will steal from the company. It is just as
another US$40 million to get a 49% stake in the newunfair to assume Chinese managers are incompetent
is not faring any better either. It has since beenin doing their jobs.
"privatised" (a nicer word for "delisted") from theIt is, however, in the entrant's interest to learn as
Hong Kong Exchange in August 2007, with its sharemuch about doing business in China in the shortest
buy-back price at HK$ 1.52 per share. This is lowertime possible. Unfortunately, no amount of Executive
than its 2000 IPO price of HK$ 1.78.eBay recently hasDevelopment Programmes can adequately prepare
revived cn, in addition to eachnet.com, with theinternational companies to learn how they can
former focusing a lot more on helping sellers sell tosucceed in China. International companies would have
international markets. The thing is, many eBay sellersto be actively involved in the day-to-day operations
already had registered international eBay IDs from asof their Chinese business, and NOT manage from an
early as as 2005 to service international customers.ivory tower (desk) back home.
Not only was the support from eBay lacking then, itSome areas to be actively involved include:
even shut down some of these sites when theseFollowing your sales people to visit customers and
sellers were found to have multiple IDs. Whileget a real feel on what are some of the sales and
leveraging its global network is a great businesscustomer issues that your Chinese subsidiaries are
initiative, eBay has since alienated its sellers (andfacing;
buyers too), and it's a case of "too little, too late"Following your production people around and find out
now.what goes on in production, procurement and supply
Interestingly, when Bo Shao, founder of the originalchain management. If you merely source from
Eachnet (the one that captured 80% market share inChinese factories or wholesalers, visit them and
the first place) offered to make a return to takestrengthen the relationship.
over the reins in 2006, his offer was turned down,Getting to know your key Chinese staff on a
citing resistance from "internal politics". No, Bo Shaopersonal level, not to poke at their private matters,
isn't going to be China's Steve Jobs, thanks to eBay'sbut again to strengthen their relationship with you
intervention.and your company.
Make No AssumptionsWhile it is important to assume nothing when in China,
Many companies come to China with high hopes ofit is just as important to be assertive when the need
capturing a slice of China's enormous marketarises. Many Chinese managers love to use the
opportunities. Some have accurately identified somephrase "But this is China, and this is how we do
of China's flawed business practices, and seek tothings here."
straighten out things in China.Those who use the same sentence repeatedly are
Unfortunately, transplanting what works at home isn'tat best unwilling to change for the better, and at
the right solution either. Cultural issues aside, as aworst be using that as an excuse for something
developing economy that just opened up to the restmore sinister.
of the world 30 years ago, there are many businessWhen confronted with the "But this is China" tagline,
practices that are just different, if not strange,it is important not to just jump in to your
compared to markets in developed economies. Hereassumptions, but rather use some simple questioning
are some examples:such as:
A Fortune-500 3rd-Party Logistics (3PL) provider"Can you enlighten me, why is it so in China?";
would like to standardise operations for all its China"What if we try something different? Are there any
subsidiaries, but to no avail. The subsidiaries report tocompanies that tried something different and
no one except to "guarantee" the parent company asucceeded?"
certain amount of profits each year. Any perceived"Can we just try a different approach in this case
over-intervention will just make them defect and allyjust to test the reaction?"
with other 3PL providers.Even when you are unsure what is the best course
Insurers from Hong Kong and Taiwan are finding thatof action for your China operations, you can remain
unlike its financial planners back home, their mainlandsilent but be keen in your observations. At worst,
Chinese financial planners are more concerned aboutyou will know what will be the right steps to take
making "a fast buck", rather than working hard atthings don't work out as expected.
understanding customers' needs.Be Continuously Improving
McDonald's, the world's market leader in fast-food isSuccess is a journey and not a destination, so they
a distant second compared to KFC, simply becausesay. The same applies to achieving business success
the Chinese customer perceive that for the samein China, although it's going to be a much bumpier ride.
price, a fried chicken drumstick has a higher intrinsicIn the case of the Singapore government's venture
value compared to a piece of minced beefin China, they have since learnt their lessons well, and
sandwiched between two pieces of bread.are making tons of profits, especially through its
Singapore-owned retailers tend to have poor serviceproperty subsidiary, Capitaland. Unfortunately for
for their China outlets even though their serviceeBay, due to its unwillingness to face its own
standards back home was great. The reason beingmistakes, it has lost vast opportunities to capture
they have largely been pampered with skilled staffpotentially the world's biggest and fastest growing
back home, and are unaccustomed to gettingeCommerce market.
unskilled staff delivering the same levels of service.It is unlikely that any international company can get it
Finally, the Singapore government thought it had theright upon landing in China. The key is simply be
entire deal sealed when it got Beijing's support toobservant, and learn from early mistakes quick.
build the Suzhou-Singapore Industrial Park (SSIP).After all, not many companies can afford to burn
Unfortunately, without local government support, itUS$180 million, then just shrug and say, "We see it as
literally got hell in its first 10 years of inception.an evolution in China." Not many senior executives
At this juncture, I understand that many readerscan survive that either.