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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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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.
11 hours ago


Le Labo China: Foreign Beauty's Comeback Belongs to the Niche, Not the Giants
Foreign beauty is growing in China again, but the recovery is not a giant recovery. Inside Estee Lauder and L'Oreal, the growth is coming from La Mer, TOM FORD, Le Labo and Aesop, while the mass megabrands merely stabilise. Le Labo China, a 50 square metre store co-authored with a Chinese artisan label, shows what the winning model actually looks like, and why it is finally affordable for independent foreign brands.
Jul 28


The Starface Pimple Patch Paradox: Why Making Acne Visible Beat Hiding It
For fifty years the acne industry sold one promise: make it disappear. Starface sold the opposite, and turned a commodity surgical dressing into a yellow star that Gen Z wants to be seen wearing. The brand is now profitable, sits in more than 20,000 doors, and just raised US$105 million while its founders kept control. The lesson for emerging brands is not the star. It is the method behind it.
Jul 23


The Beauty Pie membership model: a DTC breakdown of the buyers' club selling luxury beauty at factory cost
A DTC brand breakdown of Beauty Pie using the WWW.HER framework (customer, product, marketing, brand story). The Beauty Pie membership model sells luxury-grade beauty at near factory prices to paying members, a structure that took the brand to £73.2m in revenue and unusually high retention. Here is what brands going global can take from it.
Jul 21


The Norwegian Air Bet: How to Win the World Cup Without a Sponsorship Deal
Days before England knocked Norway out of the 2026 World Cup, Norwegian challenged British Airways to a public wager: the loser would wear the winner's logo on Instagram for 24 hours. The stunt out-performed official sponsors at zero media cost. We break down the timeline, the numbers, and the playbook emerging consumer brands can copy.
Jul 15


Xiaohongshu Beauty Trends 2026: Why China's H1 Data Moves From Efficacy to Identity
Qian-Gua's H1 2026 report reframes Xiaohongshu beauty around an emotion, aesthetics and efficacy triangle. For brands entering or leaving China, the move from what works to what fits me changes the brief.
Jul 14


Wild refillable deodorant: how a sustainability bet became the UK's No.1, and why Unilever bought it
A DTC brand breakdown of Wild using the WWW.HER framework (customer, product, marketing, brand story). The Wild refillable deodorant model turned bathroom plastic into the UK's No.1 refill brand, £46.9m in revenue, and a 2025 sale to Unilever, with a female-skewing audience at its core. Here is what sustainable and Chinese brands going global can take from it.
Jun 25


Pop Mart LABUBU Refrigerator: Chinese IP Going Cross-Category and Cross-Border at the Same Time
A 5,999-yuan LABUBU mini-fridge drew nearly 38,000 preorders and resold for close to 90,000 yuan. Behind the spectacle, Pop Mart is testing whether an emotional toy IP can carry a functional product, and whether its new overseas retail engine can carry both.
Jun 23


The Huel business model, decoded: how a £214m subscription engine was built, and why Danone wants it
A DTC brand breakdown of Huel using the WWW.HER framework (customer, product, marketing, brand story). The Huel business model paired a nutritionally complete product with recurring orders and an owned community to reach £214m in revenue, and is now under a reported near €1bn Danone acquisition.
Jun 18


Augustinus Bader Strategy: A DTC Breakdown of the Anti-DTC Playbook Behind a US$1 Billion Brand
A DTC brand breakdown of Augustinus Bader using the WWW.HER framework (customer, product, marketing, brand story). The Augustinus Bader strategy inverted the standard DTC playbook to build a US$1 billion premium brand. Here is what Chinese brands going global can actually take from it.
Jun 12


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