China’s consumer industries are once again demonstrating how fast competitive dynamics can shift — with beauty at the center of this week’s realignment. Local players are surging, Japanese incumbents are dealing with headwinds.
August 19, 2025
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Monday Briefing
Analysis and insights into China’s lastest cultural, economic, and geopolitical developments, with an emphasis on their global impact and relevance to luxury, business, and modern lifestyle trends.
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China’s retail sector is surging in niches—from a rebound in tourist luxury spending to bold forays into fragrance, streetwear, and experiential retail.
August 12, 2025
As global luxury groups confront falling sales in China, local real estate giants, homegrown beauty brands, and targeted celebrity campaigns reveal where the market’s next wave of growth may be hiding.
August 4, 2025
Plus, Jonathan Anderson’s Dior menswear debut reveals both potential and tension.
June 30, 2025
From Bain and Altagamma’s forecast on luxury to the 618 shifts and Khaite’s debut in China, precision drives growth.
June 23, 2025
Hermès, Louis Vuitton, and Loewe deepen cultural engagement in China through immersive runway shows, creative partnerships, and theatrical collaborations.
June 16, 2025
From Lululemon’s cultural activations to Dior’s creative unification and Swire’s long-term urban vision, China takes center stage in global strategy.
June 9, 2025
China is driving Amer Sports’ surge, powering L’Oréal’s biotech play, and redefining early summer tourism with heritage-rich micro-vacations.
May 26, 2025
As another shopping festival kicks off in the country, tech and luxury earnings reveal shifting consumer behavior and recalibrated growth strategies across market tiers.
May 19, 2025
SKP attracts capital, Hermès announces regional rollout, and Coach leads with accessible aspiration.
May 12, 2025
Domestic services and tourism shine in Q1, but luxury houses like Kering and Valentino continue to wrestle with waning momentum in China amid shifting market dynamics.
April 28, 2025
High-end brands see diverging fortunes in China, while travel rebounds from lower-tier cities, and baby care enters a new premium era.
April 21, 2025
