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Newsletter - February 2026
February shows a steadier China market, but tougher conversion: shoppers still spend, yet they compare more, decide faster, and let trust make the final call. From “爱我老己” self-love gifting and GenAI-led storytelling (with stricter governance) to rising AEO urgency and a retail + beauty reset, growth is moving to brands that make value instantly clear and fulfilment reliably smooth.
China Trading Desk
6 days ago0 min read


Newsletter - January 2026
As 2026 begins, China’s consumer mood has shifted from “recovery” to “routine” — but decisions are more selective, more content-led, and more trust-dependent. Outbound travel has normalised in volume, yet booking windows remain late and compressed, making “build preference early, convert fast” the winning play. Social platforms (especially Xiaohongshu and Douyin) are no longer just inspiration layers but direct conversion levers, while credibility and human reassurance still
China Trading Desk
Jan 220 min read


Newsletter - December 2025
As 2025 closes, China Trading Desk unpacks the shifts shaping China’s consumer and marketing landscape—Double 11’s move to “value verification”, changing alcohol habits, Gen Z identity-led spending, outbound travel’s data-driven rebound, pro-consumption policy signals to 2027, and AI’s rising role in discovery. Key takeaways for brands planning China-native growth in 2026.
China Trading Desk
Dec 22, 20250 min read


Newsletter - November 2025
November 2025 snapshot of China’s consumer and marketing trends: outbound travel recovery, duty-free growth, silver tourism, online consumption upgrades, and emotion-driven youth spending.
China Trading Desk
Nov 21, 20250 min read


Newsletter - October 2025
China’s Q4 retail season redefines value and identity, from Double 11’s omni-channel evolution to evolving luxury, travel, and advertising dynamics.
China Trading Desk
Oct 24, 20250 min read


Newsletter - September 2025
China’s consumer shift accelerates: Golden Week demand surges, premium travel thrives, seniors and male shoppers rise, and digital ads mature — precision strategies define market success.
China Trading Desk
Sep 25, 20250 min read


Newsletter - August 2025
Chinese consumers and travellers are back: digital-first, affluent and spontaneous. Platforms like Xiaohongshu and Douyin drive discovery as premium, experience-focused, value-conscious behaviour reshapes engagement in 2025.
China Trading Desk
Aug 21, 20250 min read


Newsletter - July 2025
Chinese consumers and travellers are back: digital-first, affluent and spontaneous. Platforms like Xiaohongshu and Douyin drive discovery as premium, experience-focused, value-conscious behaviour reshapes engagement in 2025.
China Trading Desk
Jul 23, 20250 min read


Newsletter - June 2025
China’s consumer market is accelerating in 2025, from Gen Z-led outbound travel and outdoor ad resurgence to digital-savvy seniors and luxury campaigns on OTT. Hainan’s wellness boom and shifting platform ROI mark a turning point.
China Trading Desk
Jun 23, 20250 min read
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