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How evolving consumer identities are driving a fresh surge in spending across China

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Recent research and shopper trends point to a clear shift in China’s retail landscape with the most durable growth in categories including AI wearables, experiential luxury and premium pet care coming from brands that respond to the evolving priorities of consumers with meaningful innovation.

Alibaba reports mixed results as it bets big on AI and instant retail

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Alibaba's cloud and ecommerce businesses led strong revenue growth last quarter, but profits declined sharply amid heavy investments in AI and instant retail.

AI has made Double 11 in 2025 smarter. Now it must make it sustainable

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Gen Z shoppers buy with emotion, platforms sell with algorithms, and sustainability is the new fault line in China’s trillion-yuan e-commerce ecosystem.

Alibaba rebrands Ele.me to take on Meituan in instant retail

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Founded in 2009, Ele.me quickly emerged as a top player in China’s food delivery market before it was acquired in 2018 by Alibaba and its fintech affiliate Ant Group for US$9.5 billion.

Why China’s delivery discount spree could backfire

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China’s food delivery giants are burning billions in a cutthroat price war. Orders are soaring, but so are concerns over collapsing margins, declining service, and vanishing brand loyalty.

China’s 618 shopping festival sees electronics surge, platforms rethink strategies

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Electronics and home appliances soar as government subsidies kick in, but once again, top e-commerce platforms are silent on overall GMV—reflecting both changing consumer habits and a 618 season that keeps breaking its own timeline.

Apple leads as US dominates Kantar's Top 100 Global Brands

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As US brands dominate the top 10 in Kantar's BrandZ 2025 ranking, Chinese companies and APAC players like Airtel are rapidly gaining ground, signalling a shifting balance in global brand power.

Breaking walled gardens: Why RedNote and Alibaba teamed up for Red Cat

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As the 618 shopping festival kicks off earlier this year on May 13, RedNote and Alibaba Group have joined forces to integrate Xiaohongshu with Taobao and Tmall amid an increasingly competitive ecommerce landscape in China.

Alibaba pledges 'aggressive' AI investment, reports fastest growth in a year

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Revenue jumped 8% as Alibaba's AI-driven strategy paid off. A surge in investor confidence has sent its share price soaring over 60% since the start of the year.

Double 11 records massive sales, despite a final day Alipay outage

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A record number of 45 brands surpass the RMB 1 billion mark in GMV. The list of high-flyers include international giants like Apple and Nike, and Chinese brands such as Haier, Midea, Xiaomi, and Wuliangye.

It's the battle for emotional fulfilment in China's longest Double 11 festival

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The five-week shopping marathon pushes platforms to their limits, competition gets fiercer—and the strategies savvier.

Kantar BrandZ reveals 2024’s most valuable Chinese brands

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Tencent remains at the top of the list for the fourth consecutive year, and Huawei has returned to the top five.

Tech On Me: AI reshapes newsrooms; Alibaba and Tencent forge unlikely alliances

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This week, Google’s AI workshops and Alibaba’s WeChat Pay integration highlight the growing influence of AI and the move towards greater tech collaboration.

Tech On Me: Alibaba's Q2 earnings are disappointing. Where does it go from here?

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This week, we look at Alibaba's Q2 2024 results, Douyin cracking down on corruption, and the GroupM-Pacvue partnership, among other tech headlines in the region.

How Chinese brands are leveraging sports marketing to go global

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Chinese brands such as HeyTea, Chagee, and Tecno are joining Alibaba in targeted sponsorships and creative collaborations abroad.

Alibaba's AI-powered tribute to female athletes shines at Olympics premiere

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The eight-minute long film is poignant, tear-jerking, inspiring, and one of Ad Nut's favourite picks of the year yet.

Trends from China’s ‘super long’ mid-year shopping festival

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This year’s sales period for 618 indicated a slew of new trends, including the proliferation of AI, the cancellation of pre-sales, and the growth of outdoor apparel.

LVMH expands partnership with Alibaba as 618 sales soar

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Luxury brands such as Prada and Valentino make a strong showing on Alibaba at this year's 618 sales.

Alibaba, Tencent beat forecasts with strong results

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Both Chinese tech giants continue to record robust growth. Meanwhile, Tencent's market capitalisation is already more than double that of Alibaba’s.

Alibaba and Tencent's earnings boosted by growth in generative AI advertising innovations

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Chinese tech giants Alibaba and Tencent both report strong growth across the ad sectors, after integrating generative AI in their solutions for advertisers.