Following the Yuan | Yaling Jiang | Substack

Why are stores closing in droves in China's tier-1 cities?

This isn’t indicative of a looming decline in China, nor is it representative of the entire country. However, it does signal the beginning of a paradigm…

Sep 11 •

Weekly consumer news 📆

#52: Chinese consumers VS the market 👥, Luckin's bet on overseas & Black Myth: Wukong 🐒, Solulu to marriage rates 👶| Following the Yuan

Hi everyone, good news!

Aug 22 •

#51: Longer work hours 😪, Nike's China controversy 🏓, high-end outbound travel recovers 🥂, Grandpacore 👴🏻,deprioritizing hair…

Three days after Nike went trending on Weibo, the company still hasn't responded to the controversy caused by a global ad.

Jul 25 •

#50: China polarizes on (Beagles 🧪, Japanese school stabbing 🏫) & Rewriting business rule book as (mainland F&B brands back off in HK 🤺…

Worrying patterns for Chinese society and businesses.

Jul 2 •

Deep dives 🤔

China’s sex toy makers are hitting the right spot 🎯 | Following the Yuan

Despite a lack of industry standards and persistent societal taboos, China’s multi-billion dollar sex toy industry continues to boom, albeit with many…

Aug 1 •

How a small-town milk tea shop becomes the face of China's consumer brands🧋| Following the yuan

HeyTea's story is not just about milk tea. It is a testament to the power of small-town dreams, savvy marketing, and a relentless pursuit of quality.

Apr 25 •

China is positioning Hainan as a duty-free haven. Will it fulfill its potential? 🌴| Following the yuan

The Chinese government wants Hainan to be ready for independent Customs operations by 2025. How do the consumers feel about it as a shopping…

Mar 29 •

Luna Huang Ruomin

China explainer 📙

Following the Yuan

Following the Yuan

Get on-the-ground 'color' in China beyond the earnings calls and market reports.

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