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OUR INSIGHTS
We share insights of Chinese consumers posts, ensuring that you stay well-informed about the evolving needs of the local market.
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Poppi Prebiotic Soda: From a Kitchen Experiment to PepsiCo’s US$1.95 Billion Bet
In 2015, Allison Ellsworth started brewing apple cider vinegar drinks in her kitchen to fix her own gut issues. Ten years later, PepsiCo paid US$1.95 billion for Poppi, the prebiotic soda brand she built with her husband through a farmers market stall, a Shark Tank deal signed while pregnant, and a founder-led TikTok machine. In between sit a rebrand, two Super Bowls, a vending machine backlash, and an US$8.9 million settlement over the very health claims that built the categ
4 days ago


Pop Mart’s Overseas Sales Just Fell for the First Time. Was Labubu a Brand or a Moment?
Pop Mart reported 23.8% revenue growth for the first half of 2026, and its share price fell anyway. Overseas sales declined 11%, the Americas shrank despite a wave of new store openings, and THE MONSTERS, the family behind Labubu, saw its share of revenue drop from 34.7% to 26%. Greater China, meanwhile, grew 47.3%. Why the overseas engine stalled, what separates a viral IP from a durable brand, and what Sanrio’s recovery from Hello Kitty dependence suggests about the road ah
Sep 3


Cakes Body: How Twin Sisters Turned a US$10,000 Bet Into a US$95 Million Bra Alternative
In 2022, twin sisters Taylor Capuano and Casey Sarai each pulled US$5,000 from savings to order 500 units of a nipple cover they designed for themselves. Three years later, Cakes Body books US$95 million in net sales, holds the top-selling SKU in its TikTok Shop category, and has taken exactly one outside check: a Shark Tank deal that gave Emma Grede 10 percent at a US$3 million valuation. A Double V brand breakdown following the WWW.HER model.
Sep 1


Topicals Skincare: How 'Funner Flare-Ups' Built Sephora's Fastest-Growing Brand
Topicals launched in August 2020 with US$2.6 million, a founder who was 23, and a message the beauty industry had avoided for decades: chronic skin conditions are normal, and treating them can be fun. Five years later the brand is the fastest-growing skincare name Sephora has reported, its founder became the youngest Black woman to raise over US$10 million in venture capital, and its influencer trips rewrote beauty marketing. This breakdown follows the WWW.
Aug 27


Songmont Handbags: The Chinese Label the World Started Buying Before It Went Global
Chinese shoppers used to fly to Paris to buy handbags. Now foreigners fly to Shanghai to buy Songmont. The 2013-founded label built by two designers from Shanxi has become Tmall's top handbag brand, filled its 600-square-metre flagship with overseas customers, and drew LVMH chairman Bernard Arnault through its doors. This is how a slow brand became the fastest story in accessible luxury.
Aug 25


Kitsch Hair Care: From Hand-Tied Elastics to Half a Billion Dollars, With Zero Funding
Kitsch started in 2010 with US$30,000 of personal savings and hand-tied hair elastics sold door to door in Los Angeles. Fifteen years later, the bootstrapped brand sells across 32,000 stores in 92 countries, ranks among the top TikTok Shop performers, and has expanded from accessories into a full hair care line. This breakdown looks at who buys Kitsch, what the product ladder looks like, why the no-funding playbook worked, and the story of founder Cassandra Morales Thurswell.
Aug 20


Pane Sneakers: How a Chinese Brand Went Global Without Opening a Single Store Abroad
Over the May Day holiday, foreign tourists queued more than 40 minutes outside a sneaker store on Shanghai's Huaihai Road. The brand is Pane, a four-year-old Chinese label most Chinese consumers have never heard of. Instead of winning at home and then exporting, Pane seeded Instagram and TikTok first, kept its stores inside China, and let visa-free tourism bring the world to its door. This is what the reverse going-global model looks like, and where its limits are.
Aug 18


Graza Olive Oil: How a Green Squeeze Bottle Turned Less Than US$3 Million Into a US$240 Million Brand
Olive oil spent decades cosplaying as wine: dark glass, corks, labels that whispered do not use too much. Graza put the same product in a green squeeze bottle that says the opposite, named its SKUs after what to do with them, and became the fifth-largest olive oil brand in the US on less than US$3 million of outside capital. The packaging was the product.
Aug 13


The Molly Tea Trademark Case: Louis Vuitton Won the Verdict, Molly Tea Won the Queue
In early July 2026, a Suzhou court ordered tea chain Molly Tea to pay Louis Vuitton RMB 10.3 million for infringing its quatrefoil trademarks. Within days, the losing brand was drawing queues across China while the winner absorbed a wave of cultural backlash. This case is a study in what a legal victory can cost, and what legal carelessness can cost even more.
Aug 11


The Vacation Sunscreen Bet: Selling Leisure, Not Fear, All the Way to US$80 Million
Most sunscreen brands sell responsibility: reapply, protect, worry. Vacation sells the opposite. Built by three friends out of a retro internet radio station, the brand wrapped commodity SPF in a fictional 1980s resort world, turned a US$6 million Series A into mainstream shelf space at Ulta and Target, and is now profitable and projected to double sales to roughly US$80 million. A DTC brand breakdown of what world-building is actually worth.
Aug 6


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