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
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Weekly 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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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
Prada Group acquires Versace, Anta scoops Jack Wolfskin, and Chinese tea brand Chagee pushes forward with a high-stakes US IPO.
April 14, 2025
China’s new tariffs remind global companies that geopolitical turbulence is a baseline, not an outlier.
April 7, 2025
Brands are deepening cultural engagement in China through dining, art, music, and wellness, securing long-term relevance in an evolving market.
March 31, 2025
Nike navigates China’s shifting market while Anta surges ahead, and luxury consumers pivot from material goods to exclusive experiences.
March 24, 2025
Each of these developments points to a common theme: brands and retailers are adjusting their strategies to balance sustainability, efficiency, and consumer engagement.
March 17, 2025
China’s evolving consumption strategy, trade tensions, and Louis Vuitton’s entry into beauty signal shifting dynamics in luxury and retail.
March 10, 2025
From Amer Sports’ booming China sales to Trip.com’s travel rebound and luxury’s retail retreat, this week’s shifts reveal China’s evolving consumer priorities—experience, exclusivity, and emotional engagement.
March 3, 2025
The past week’s developments from a tech giant, a leading jeweler, and a rising local name, highlight just how dynamic and multifaceted China’s luxury market has become.
February 24, 2025
Kering faces challenges in China as Gucci struggles. Moncler sees growth and Mytheresa invests in digital strategies.
February 17, 2025
From luxury struggles to booming tourism and record box office sales, China’s consumer landscape is shifting. Here’s what brands, retailers, and investors need to know to start the week.
February 10, 2025
