China Online Consumption: Comparing Sales Momentum at Giant Biogene and Chicmax Amid Sentiment Headwinds
China Payment Data: Luxury Goods Slowed in Dec vs Nov; Trendy Collectibles Came Under Pressure
China Online Consumption: Overall Growth Held Steady in Dec; Beauty Improved
China Hospitality: New Year Holiday Demand Favored Hotels While Airfare Trends Remained Stable
China Payment Data: Luxury Goods Remained Stable in Nov; Trendy Collectibles Faced Base Pressure
China Online Consumption: Beauty Improved in November After Subdued October Start; Home Appliances Faced Intensified Base Pressure
The sector (including dry food, treats and wet food) saw overall GMV growth slow to single digits in 3Q24.
During this year's Double 11, the Cameras & Photo sector delivered strong online performance, with YoY growth accelerating relative to 618 Campaign period. Leading domestic players, DJI and Insta3...
YoY comparisons reflect the 30 days ending Nov 14, 2025 versus the 30 days ending Nov 11, 2024, aligned with each year's Double 11 end date on Tmall.Over the 30-day period ending Nov 14, 2025, mome...
Luxury Goods: LVMH brands recorded softer YoY growth in October as earlier marketing activity tapered off, while Kering's Gucci returned to positive YoY growth on a low base.Mobility & Travel: Didi...
Pelliot's latest prospectus shows its online DTC sales rising 46% YoY in 25H1, indicating a mild moderation from 2024's level. Outdoor Performance Apparel & Footwear sector has moved into a more te...
[E-commerce] The overall e-commerce industry showed broadly steady momentum in October. Douyin led the sector and posted a slightsequential uplift, followed by PDD with stable growth. JD also maint...
YoY comparisons arebased on the 30-day period ending Oct 24, 2025 (Tmall's first final-paymentwindow), versus the same period ending Oct 24, 2024. The Double 11 campaignspans roughly a month
