Hey there! Why is Bernard Arnault buying his competitor's handbags? 😅 The New York Times caught up this week. Chinese brands are displacing European luxury across cars, handbags, and jewellery, it reported.
How premiumization, craft beer, and instant delivery are transforming the beer market in China
🍺 China’s beer market is shifting from cheap to premium Consumers are drinking less beer overall, but choosing higher-quality, premium options. Growth is being driven more by value than volume.
🎨 Young consumers are reshaping beer preferences Gen Z in China is choosing bold flavors, creative ingredients, and stylish packaging. Beer is becoming an experience, not just a drink.
🚀 Instant delivery is transforming how beer is bought Platforms like Meituan and Hema bring beer to your door within hours. Convenience is redefining the entire market.
🍃 Health trends are pushing low-alcohol beer forward More young consumers are switching to low-ABV and alcohol-free options as they seek moderation without giving up social drinking occasions.
🧪 Craft beer is blending local culture with innovation Brewers are mixing tea, fruits, and even milk tea into beer.
Check the comments section to learn more about the beer market in China!
At a panel discussion last month marking ASC Fine Wines' 30th anniversary in Shanghai, some of China's most prominent wine industry figures offered a diagnosis on why China's wine consumption plunged and offered advice forward.
With China's e-commerce market share so high, what role do malls play?
New report on China's mall innovation, download here: Download the report in English and Chinese here: https://lnkd.in/gYzSpPWZ
📱 With the quick rise of e-commerce over the last decade, the natural assumption would be that malls are increasingly irrelevant....
...But this couldn't be further from the truth.
In fact, with e-commerce growth slowing, malls could play an even more important role in China. Therefore, any retail strategy in China must take offline into account.
🛍️ However, new consumer habits call for new consumption spaces! There's a reason why some malls are collecting dust while others are thriving.
We made a short report highlighting some future directions of mall innovation in China
News industrie : Chinese consumers are showing signs of a renewed appetite for high-end beauty and fashion products, a rare bright spot for global luxury brands after years of weak demand and margin-eroding discounts.
Young Chinese couples are redefining weddings around control, authenticity, and self-expression. From “san-wu” weddings (no convoys, no pickup rituals, no bridesmaids) to fast-food banquets, the signal is clear: people want experiences that feel personal, flexible, and true to who they are.
For brands, this shift goes far beyond weddings. The winners will be those who leave room for consumers to shape their own stories.
3Drips support brands uncover the psychology behind user decisions and the consumer trends shaping what comes next. Please subscribe if you are interested.
China’s Micro-Drama Revolution: The Future of Global Attention?
China’s explosive rise of micro-dramas — ultra-short mobile-first video series designed for platforms like Douyin and WeChat — is rapidly reshaping entertainment, advertising, luxury branding, and consumer behavior.
What looks like simple smartphone entertainment is actually becoming a powerful new business ecosystem driven by algorithms, emotional storytelling, AI, and social commerce.
For travel brands, hotels, luxury retailers, and marketers, this trend may represent one of the most important shifts in digital media coming out of China today.
A few minutes of video… but potentially billions in influence.
Chinas 520 romance economy cools as young consumers shun splurges Practical spending and meme-fueled work over dating mood eclipse pricey 520 displays amid Chinas slowdown
Luxury outlet retail in China is demonstrating vitality and resilience as the sector capitalises on the growing demand for cultural, lifestyle and vacation experience-centred shopping.
A record-breaking Hermès auction, a changing ice cream market, Xiaohongshu’s push for male users, and a viral knockoff reveal where Chinese consumer culture is heading next.
TD Cowen report suggests Chinese consumers may distrust property, but demand for Chanel, Hermès, Cartier, skincare, and fragrance remains remarkably resilient.
As consumer growth slows, luxury houses are abandoning geographic coverage in favor of destination stores designed for experience, culture, and clienteling.
From students to working professionals, young Chinese are heading to 24-hour bathhouses for everything from relaxing escapes from reality to thesis writing sessions and corporate retreats.
Tourism New Zealand is launching a new China family campaign on Xiaohongshu (RED), aimed at driving winter visitation from June through August. This campaign focuses on inspiring and converting Chinese family travellers by showcasing how easy, educational and fun it is to explore New Zealand with children. Featuring three young Chinese families travelling across both the North and South Islands - including Auckland, Rotorua, Wellington, Christchurch, Oamaru and Dunedin - creating vlog content that captures authentic “edutainment” experiences that combine learning and adventure. Content from these trips will be amplified on RED and linked directly to fully bookable itineraries via Fliggy, making it simple for families to plan and book their New Zealand holidays. Chinese travellers currently represent New Zealand’s third-largest international market, with family groups (especially those with pre- and school-aged children) making up around half of TNZ’s China audience. This segment also shows the strongest preference for New Zealand and the highest average intended spend. With booking windows in China typically very short, the campaign is live now and will run through to July, timed to drive bookings for the upcoming school holiday travel period. Watch the hero video that features on the RED campaign page for a taste of the content
The Most Important Brand Battle In China Isn't Happening In Stores
A strange pattern is emerging in China.
Some of the world's most recognizable brands are changing hands. Others are being rebuilt. Some are finding new life after years of stagnation.
And increasingly, success seems to have less to do with the brand itself and more to do with who is operating it.
This week's China Pulse examines three developments that, on the surface, seem unrelated:
• Authentic Brands Group just bought Lee for $1 billion, adding another iconic name to a growing portfolio of brands being repositioned for a new era.
• GIVENCHY generated massive attention with a 3 RMB breakfast pop-up in Shanghai, sparking a debate about where the line between luxury and cultural relevance actually sits.
• Clarks, a 200-year-old British footwear brand that nearly collapsed a few years ago, is opening 50 new stores in China after being rescued by capital tied to the Li Ning family.
Together, these stories point to a shift that many Western executives still haven't fully recognized.
The most important brand battle in China isn't happening in stores.
It's happening behind the scenes.
Check out the full report to learn more.
And let me know what you think... are brands won by great products or great operators?
SAO PAULO - When Xing Yanling posted on WeChat about her visit to the Brazilian Amazon in April, she described to her friends in China the unforgettable sensation of being "enveloped by tens of thousands of shades of green."Xing is no ordinary tourist. She leads the Tianjin Meat Industry Association, representing importers responsible for around 40 per cent o
At SPS Affinity we ran three types of content for a luxury hotel on Xiaohongshu last year.
The results 👇
40% of posts were hero content — aspirational, visual, showcase-driven.
They generated 65% of total account interaction. Not surprising, except for what we learned about why: it wasn't the polish that drove it. It was the emotional specificity. Desert pool at sunset for honeymooners. Ski slope views for families escaping winter. Not "beautiful rooms." Specific scenarios for specific people.
35% were guide posts — travel planning content tied to Chinese seasons and events.
These achieved the highest save rate of any content type. Which matters more than most brands realize. A save is a travel intent signal. Someone bookmarking your content is mentally placing you in their trip.
The final 25% — activation and interactive campaigns — averaged 150+ new followers per campaign.
What's shifting in 2026 is the depth of personalization required.
Generic Chinese New Year posts aren't enough anymore.
Affluent Chinese travelers are seeking experiences and stories, and they can tell the difference between content made for them and content translated for them.
A fast-growing consumer trend reshaping China’s economy has largely flown under the radar outside the country - the “emotion economy”, where consumers place greater value on how a product or service makes them feel than on its practical use. The trend is driving demand for everything from collectibles and bubble tea to gaming and immersive experiences that evoke excitement, comfort and fulfilment. Why are young Chinese consumers spending this way, and what does it reveal about the country’s changing economy? CNA’s Krystal Chia reports from Shanghai.
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