Consumer news digest 📆

🗣 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…

22 hrs ago •

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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 •

🆕 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 •

#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 •

#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 •

#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 •

#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 •

#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 •

#59: The world’s 2nd most expensive stadium to open in HK, Ne Zha 2’s global win, The Thailand-China situationship 💸 | Following the Yuan

Hi everyone, long time no chat!

Feb 19 •

#58: [special edition 🌱] Signs of progress in sex, mental health, and feminism in China | Following the Yuan

Despite the current political climate, there are bright spots in society and culture that show how businesses and individuals are making a difference.

Jan 8 •

#57: One kidnapped woman’s different narratives ✂️, Peet’s Coffee’s China experiment 🧪 | Following the Yuan

I had a bit of a viral moment on Xiaohongshu this week while trying to investigate Larry Ellison’s 5th wife.

Dec 11, 2024 •

#56: Non-incidental public violence 😞, the COVID Graduating Class 😞, Clampdown on emotions 😞 | Following the Yuan

Bikes have become an outlet for unexpressed emotions. Just weeks ago, Halloween costumes served a similar role. While not all such expressions are…

Nov 20, 2024 •

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