Consumer news digest 📆

#74: AI short drama, Patagonia’s “earth tax” backlash, “drink-for-you” on demand, Lay's potato resto 🥔 | Following the Yuan

Brands mentioned in this issue: Master Kong, BOSS Zhipin, Meituan, MUSINSA, Didi, Tencent, Lay’s, RedNote, Foxconn, Apple, Patagonia, ZXMOTO.

Apr 16 • Rongrong Zhuge

Consumer news digest: March 15 Consumer Rights Gala highlights AI safety, Pop Mart sues 3D printer, Disney's new local rivals | Following…

Mentioned brands, companies and institutions are: Pop Mart, Bambu Lab, Papergames, Centurium Capital, Blue Bottle, Chagee, Alibaba, Formula 1, Tencent…

Mar 16 • Yaling Jiang and Rongrong Zhuge

🐎 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 • Yaling Jiang and Rongrong Zhuge

Consumer news digest: you can help rename viral app "Are you dead", Apple Watch becomes Class II medical device in China, Alo Yoga to open…

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 • Yaling Jiang and Rongrong Zhuge

⛷️ Consumer news digest: Condom sales slump, skiing on budget, “90-year-old high energy girl” + 11 more updates

The brands we mentioned in this issue are: Jissbon, RedNote, RedPine, Pandora, Laopu Gold, Richemont, PopMart, Haidilao, Mannings, Jing (herbal…

Dec 16, 2025 • Yaling Jiang and Rongrong Zhuge

🔫 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 • Yaling Jiang and Rongrong Zhuge

🌐 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, Arc’teryx, Pas Normal Studios.

Oct 22, 2025 • Yaling Jiang

🗣 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 Life…

Sep 15, 2025 • Yaling Jiang and Rongrong Zhuge

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 • Yaling Jiang

🆕 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 sports…

Jul 17, 2025 • Yaling Jiang

#64: Labubu's comet tail 🌠, Why is Starbucks China always late?🧋Outdoor aesthetics in food & beverage 🏞️ | Following the Yuan

On why should you always look beyond your direct competitors and immediate category in China

Jun 18, 2025 • Yaling Jiang

#63 Sports edition: Running 🏃🏻‍♀️ (ON Running), Cycling 🚴🏻‍♀️(Rouleur Media), Sports Beauty 🌸 (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 • Yaling Jiang

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