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Insight articles
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Lululemon 中国现实检验:2025 年那场「救集团」的高端押注,已经开始裂痕
半年前,Lululemon 中国看起来是 2025 年最干净的高端进口品牌故事:同店销售在 +30% 区间,全年营收破 10 亿美元,用中国对冲北美疲软是教科书级的组合配置。今天,CEO 离任、增长放缓、下沉市场迎面撞上本土玩家,这场押注没有那么完美。
2天前


小红书独居生活:中国“新独居”人群如何重写品牌种草剧本
小红书 #独居生活 话题在 90 天内增加 4 亿+ 浏览量,标志着中国独居人群的消费逻辑、生活方式、品牌选择出现了戳眼变化。从 RIO 微醉、喜茶、Faroro 到 Heytea 的 KOC 种草,头部品牌都在为独居场景设计,而不是把独居包装成生活方式。本文拆解日本 ohitorisama 经济的启示,及品牌在小红书独居生活赛道的种草方法论。
5月5日


Chinese Tourists Are Back in Europe. Their Shopping Habits Are Not.
Chinese outbound tourism is surging in 2026, but the spending patterns that defined the pre-pandemic era have not returned with them. Here's what's actually changed and what it means for brands.
2月24日


Is Email-Based Feedback an Effective User Research Tool in the UK?
Email-based post-purchase feedback is widespread in the UK, yet often dismissed as ineffective from a China market perspective. This article examines whether such feedback mechanisms actually work as user research, why they function differently across markets, and what the contrast reveals about consumer expectations, system design, and the role feedback plays in shaping brand decisions.
1月28日


Why Pharmacies Matter Differently in China and Europe, and What Beauty Brands Should Do
In Europe, pharmacies are where skincare credibility is built. In China, they remain largely outside the beauty conversation.
This piece unpacks why the same channel plays such different roles across markets, why Chinese pharmacies are beginning to matter for functional skincare, and how beauty brands must rethink product, channel, and talent strategies to compete in a trust-driven retail environment.
1月14日


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.
2025年12月3日


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
2025年11月25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.
2025年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%.
2025年9月18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.
2025年9月9日


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