Following the Yuan

Following the Yuan

Home
Podcast
Consumer news digest 📆
Deep dive 🤔
China explainer 📙
China color 🎨
Think piece 🧠
Archive
About

Consumer news digest 📆

#77: Molly Tea's LV fine backfires, Shein nears HK IPO, Luckin and Duolingo's babies, Chef Fei to enter the U.S. | Following the Yuan
LV's courtroom victory over Molly Tea has turned into a PR defeat, as Chinese consumers and state media question who owns traditional Chinese patterns.
 • Following the Yuan
#76: Lululemon China events flop, Häagen-Dazs shops sold to Chinese brand, Seesaw files for bankruptcy, Sinopec opens pet salons | Following…
Two of Lululemon China's biggest recent events have drawn controversy as the company grapples with slowing sales growth.
 • Following the Yuan
#75: Devil Wears Prada II underperforms, Xinhua enters GEO, Labubu fridge goes viral, Samsung exits China | Following the Yuan
Is the backlash against Miu Miu and Saint Laurent fair?
#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.
 • 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…
 • 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
 • 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.
 • 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…
 • 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
 • 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.
 • 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…
 • 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
 • Yaling Jiang
© 2026 Yaling Jiang · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture