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Consumer news digest: March 15 Consumer Rights Gala highlights AI safety, Pop Mart sues 3D printer, Disney's new local rivals | Followingā¦
Mentioned brands, companies and institutions are: Pop Mart, Bambu Lab, Papergames, Centurium Capital, Blue Bottle, Chagee, Alibaba, Formula 1, Tencentā¦
Mar 16
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Yaling Jiang
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Rongrong Zhuge
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š Consumer news digest (CNY edition): from Spring Festival Gala to AI red envelopes | Following the Yuan
The brands/companies we mentioned in this issue are: Gaggle studios, Kingsoft Shiyou
Feb 18
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Yaling Jiang
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Rongrong Zhuge
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Consumer news digest: you can help rename viral app "Are you dead", Apple Watch becomes Class II medical device in China, Alo Yoga to openā¦
China's closure rate of food and beverage venues is expected to more than double, reaching a record of 48.9% in 2025 from under 20% in 2019.
Jan 14
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Yaling Jiang
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Rongrong Zhuge
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ā·ļø Consumer news digest: Condom sales slump, skiing on budget, ā90-year-old high energy girlā + 11 more updates
The brands we mentioned in this issue are: Jissbon, RedNote, RedPine, Pandora, Laopu Gold, Richemont, PopMart, Haidilao, Mannings, Jing (herbalā¦
Dec 16, 2025
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Yaling Jiang
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Rongrong Zhuge
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š« Pop Mart's slip-ups during rapid expansion, and 12 other consumer market updates | Following the Yuan
Brands mentioned: JD.com, Tmall, INS Land, Starbucks, Pop Mart, Mardi, ADERERROR, Anta, Rapha, Crispi, Li-Ning, Didi, Douyin
Nov 14, 2025
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Yaling Jiang
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Rongrong Zhuge
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š First AI-driven Double 11, and 11 other consumer market updates | Following the Yuan
Brands mentioned in this issue: KFC, Meituan, Mixue, Apple, Haidilao, Yuan Programming, Arcāteryx, Pas Normal Studios.
Oct 22, 2025
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Yaling Jiang
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š£ China's great pre-made food debate, and 12 other consumer market updates | Following the Yuan
Brands mentioned in this issue: PopMart, Kuaishou, Starbucks, Diageo, Haidilao, Chagee, AMI, HongShan (Sequoia China), H&M, Alibaba, Amap, Douyin Lifeā¦
Sep 15, 2025
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Yaling Jiang
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Rongrong Zhuge
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Seeking quality in economic slowdown, China consumer news digest #66 | Following the Yuan
A push and pull between quantity and quality in China's consumer market
Aug 19, 2025
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Yaling Jiang
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š consumer news digest: Is Sports China's only organic boom? | Following the Yuan
Among the top five high-growth categories in China's total social retail sales, 4 benefit from varying levels of state subsidies. Does that mean sportsā¦
Jul 17, 2025
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Yaling Jiang
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#64: Labubu's comet tail š , Why is Starbucks China always late?š§Outdoor aesthetics in food & beverage šļø | Following the Yuan
On why should you always look beyond your direct competitors and immediate category in China
Jun 18, 2025
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Yaling Jiang
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#63 Sports edition: Running šš»āāļø (ON Running), Cycling š“š»āāļø(Rouleur Media), Sports Beauty šø (Judydoll) | Following the Yuan
Shanghai, once the default launchpad for international brands, is now seen as an expensive option with diminishing return-on-investment.
Apr 30, 2025
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Yaling Jiang
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#62: The ādarkest daysā of China luxury market š , factory TikTok 2.0 š„, consumer privacy safety concerns soar šØ| Following the Yuan
If youāre a paid member and interested in attending the YCW x KCL China event, Iām happy to get you tickets for this Saturday.
Apr 23, 2025
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Yaling Jiang
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