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China Retail Watch

Junjie Wang

China Retail Watch is a weekly newsletter that closely following China’s retail sector news and introduces in-depth analysis.

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Substack
PricingFreemiumPublishesWeekly
Issues9SubscribersRead chinaretailwatch.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

China Coffee Market, C-Beauty Sales, Luxury Slowdown, Small Town Economy, Market Stimulus Meeting | This Week in China's Retail

> The retail market in Hong Kong is witnessing an influx of Chinese coffee chains like Luckin Coffee and Cotti, reflecting a growing trend towards affordable options. Meanwhile, Proya continues to dominate the beauty sector with significant...

2 months ago
1
0

K11 Loses, SKP Thrives: Who’s Winning China’s Luxury Mall Battle? | Analysis

Hong Kong-based developer New World Development recently announced a loss of nearly HK$20 billion for fiscal year 2024, with former CEO Adrian Cheng stepping down. Cheng is also the CEO of K11, a high-end shopping mall chain in Hong Kong. K...

3 months ago
3
0

Luxury Stock Rally, H&M Opens on Pinduoduo, Taobao Offers Free Delivery in HK | This Week in China’s Retail

Hey readers, the weekly wrap-up is back. I will try to deliver what just happened on China’s retail sector and also an anlysis piece each week. For this week, the in-depth analysis will reveal what went wrong of Hong Kong’s luxury malls in ...

3 months ago
3
0

Behind China's small city travel boom: how can luxury leverage this opportunity?

This year, small cities across China have surged in popularity as inflation rises and the economy faces challenges. Unlike the big cities or famous tourist spots that typically drew crowds, more off-the-beaten-path destinations are now in t...

3 months ago
5
0

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Authors

The writers behind this newsletter.

  • Junjie Wang

    Experienced business reporter. Ex-Vogue Business Senior China Editor.

  • Frequently Asked Questions

    How can I access the email archive for China Retail Watch?

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