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市场洞察
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Insight articles
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Why Beauty Retailers Thrive in the West, but Rarely in China
China has yet to produce a retailer with the authority, bargaining power, and brand aggregation capabilities of Sephora, Space NK, or Ulta Beauty. The reasons are structural, historical, and deeply linked to how China’s beauty economy developed.
1天前


Why the Western Subscription Model Never Took Off in China
The absence of subscription models in China is not due to technological limitations or lack of platform capability. Instead, it is rooted in deep structural differences:
● China skipped credit cards
● Consumers distrust auto-pay
● Brand loyalty is low
● Promotions dominate shopping behavior
● Consumers prefer high control and flexibility
11月25日


How AI Is Changing 11.11 Shopping
Since China’s annual shopping festival Double Eleven (11.11) started in late October, one thing is clear: AI is playing a far more prominent role than ever before.
11月4日


When AI Meets Beauty: What Brands Should Learn from Doubao’s Shopping Link Strategy
The AI platform Doubao (豆包), developed by ByteDance, has begun seamlessly connecting user queries with direct shopping links on its parent short-video platform Douyin (抖音, the Chinese Tik Tok), delivering a new model for beauty-commerce integration.
10月28日


Sam’s Club’s Trust Crisis in China: When Premium Promise Meets Mass Expectations
Known as a “club for China’s middle class,” Sam's Club, one the most successful foreign retailers in China, sparked controversy by introducing more mass-market domestic snack brands - products that consumers noted were already widely available in regular supermarkets or even roadside convenience stores.
9月25日


Are Trading Cards “Miniature Gambling” for China’s Gen Alpha?
China’s largest trading card company, Kayou (卡游), holds the licenses for hits like Ultraman and My Little Pony. According to its IPO prospectus, the company generated 10 billion RMB (≈1.4B USD) in revenue in 2024, with a staggering net margin exceeding 40%.
9月18日


Robotime: China’s DIY Toy Specialist Goes Global
Founded in 2007, Chinese DIY toy group Robotime has grown into a creative powerhouse with over 200 designers, a 200,000 m² factory, and exports to 100+ countries.
9月11日


From Assembly Lines to Attractions: The Rise of Factory Tourism in China
Summer is peak travel season in China. But beyond theme parks and scenic landmarks, a new type of destination is capturing attention: factory tours. Increasingly, manufacturing companies are opening their production lines to the public, charging admission fees, and transforming their industrial sites into tourism destinations.
9月9日


DTC品牌拆解 | 男性创立的健身器材品牌如何通过出色的内容运营吸引女性用户?
Peloton作为一家专注于家庭健身的科技品牌,由5名男性创始人建立,凭借其对女性用户需求的精准洞察、优质的产品体验以及创新的营销策略,成功吸引了大量女性用户,并在全球范围内取得了显著的成就。本文将运用 双盈咨询WWW.HER品牌拆解模型...
8月29日


Brand Merch: From "Freebies" to Main Course
In China's consumer market, paying for brand merchandise (品牌周边) is no longer a niche hobby, but fast becoming mainstream. Shoppers are...
8月28日


INSIGHTS | Celebrity Endorsement Dilemma in China Marketing
In China's market, where the traffic is the king, brands looking to gain widespread attention often consider seeking endorsements from...
8月27日


From Fairy Tales to Global Fame: How Flower Knows Became China’s Beauty Disruptor
When discussing China’s new-generation beauty brands, 🌸Flower Knows (花知晓) stands out as one of the most distinctive success stories. Founded in 2016 by two post-90s male cosplay enthusiasts, the brand quickly rose to prominence with its dreamy, 少女心 (fairytale-girlish) packaging and pastel palettes.
8月26日


When Mysticism Meets Consumerism: How Spiritual Beliefs Are Shaping China’s New Wave of Spending
In recent years, a fascinating cultural shift has swept across China’s consumer landscape — the rise of mystical consumption. More than just superstition, this trend reflects a deep yearning among young people for meaning, comfort, and hope in uncertain times.
8月21日


The Aesthetics of Economic Upturn: Why China's Youth Are Nostalgic for a More Hopeful Era
A recent social media trend in China has taken the internet by storm: “经济上行的美” — the aesthetics of economic upturn . On Xiaohongshu...
8月12日


DTC品牌拆解 | 专注细分类目的可机洗地毯Ruggable如何做到年销2.5亿美金?
在竞争激烈的全球市场中,一个品牌的成功往往取决于其对市场需求的精准把握、产品的独特性以及营销策略的有效性。Ruggable,这个来自美国洛杉矶的可机洗地毯品牌,凭借其创新的产品设计、精准的用户洞察和独特的营销策略,在短短十几年内实现了从创立到年销2.5亿美元的飞跃,并成功拓...
8月5日


DTC品牌拆解 | VIVAIA如何只用三年时间让塑料瓶做成的鞋子风靡欧美?
VIVAIA,一个来自中国的环保鞋履品牌,仅用三年时间便在欧美市场风靡一时,其成功背后蕴含着值得深入剖析的品牌策略与运营智慧。本文将运用 双盈咨询WWW.HER品牌拆解模型 ,全面剖析VIVAIA的成功之道,并为其他同类型品牌出海提供有益的启示。 VIVAIA 品牌简介...
7月30日


DTC品牌拆解 | 捐出50%利润做公益的厕纸品牌,如何成为英国第三大卫生纸品牌?
在全球环保浪潮与商业向善趋势的双重推动下,公益属性正成为品牌突围的新引擎,但能够将公益与商业成功融合的品牌并不多见。而 Who Gives A Crap 却做到了这一点,它以环保和可持续性为核心理念,将50%利润投入公益,同时稳居英国卫生纸市场前三。本文将运用双盈咨询WWW...
7月30日


Beyond China’s Price Wars, Value Beats Price
In China’s hyper-competitive consumer market, price wars are no longer isolated incidents—they are now business as usual. In the...
7月30日


From Labubu to 2D Boyfriends: The Rise of Emotional Merch in China
Earlier this week, I walked past a pop-up booth inside a mall near our office in Shenzhen. It wasn’t a skincare launch, fashion flash...
7月25日


DTC品牌拆解 | 这个获奖无数的“废物”品牌引领欧美Green Beauty的可持续循环护肤浪潮
在成分内卷、渠道饱和的护肤品赛道,来自英国的可持续护肤品牌 UpCircle用一套循环经济的底层逻辑,把“被别人扔掉的东西”变成产品核心卖点,从而把环保议题转化为可规模化的商业模型,成功在国际市场上崭露头角。本文将运用 双盈咨询WWW.HER品牌拆解模型...
7月23日


“Underarm Hair Freedom”: What a Viral Xiaohongshu Trend Reveals About Gen Z Feminism in China
On Xiaohongshu, the lifestyle platform at the heart of China’s Gen Z culture, a new kind of beauty trend is taking over, and it’s not...
7月21日


Why Your Brand Is Popular on Xiaohongshu, but No One's Buying
We hear this from brands all the time. They invest in influencer seeding, create buzz. Yet when it comes to actual sales, there’s little...
7月8日


Foreign Influencers in China: “Outsider Perspective” as a Branding Advantage
In a previous article, we discussed how foreign content creators like “IShowSpeed” are gaining traction by documenting their journeys...
6月27日


DTC品牌拆解 | 来自农场的100%极致天然有机纯净可持续贵妇品牌
在美妆护肤市场竞争日益激烈的当下,消费者对于产品的要求早已不局限于功效,成分天然性、品牌理念以及生产过程的可持续性等都成为了重要的考量因素。Tata Harper,一个从美国佛蒙特州农场起步的护肤品牌,凭借其独特的品牌定位和发展模式,在全球美妆护肤市场中脱颖而出,成功吸引了...
6月24日
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