Consumer news digest 📆

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

#62: The “darkest days” of China luxury market 💎 , factory TikTok 2.0 🎥, consumer privacy safety concerns soar 😨| Following the Yuan

If you’re a paid member and interested in attending the YCW x KCL China event, I’m happy to get you tickets for this Saturday.

Apr 23, 2025 • Yaling Jiang

#61: Disney's 'talent' loss 🎠, New cancelations in Asia 🚫, Delayed justice in animal protection ⚖️ | Following the Yuan

If the government doesn’t provide legal protection for animals, China’s so-called pet economy is just an illusion.

Mar 19, 2025 • Yaling Jiang

#60: The death of 'premium' in China 💀, Fried chicken war 💸, Dior Corruption🖤| Following the Yuan

Brands that carry unwanted premium — perceived from the Chinese consumers POV — are dying.

Mar 1, 2025 • Yaling Jiang

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