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
How evolving consumer identities are driving a fresh surge in spending across China
Alibaba reports mixed results as it bets big on AI and instant retail
Alibaba's cloud and ecommerce businesses led strong revenue growth last quarter, but profits declined sharply amid heavy investments in AI and instant retail.
Alibaba rebrands Ele.me to take on Meituan in instant retail
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
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
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
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
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
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
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
The five-week shopping marathon pushes platforms to their limits, competition gets fiercer—and the strategies savvier.
Tech On Me: AI reshapes newsrooms; Alibaba and Tencent forge unlikely alliances
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.
How Chinese brands are leveraging sports marketing to go global
Chinese brands such as HeyTea, Chagee, and Tecno are joining Alibaba in targeted sponsorships and creative collaborations abroad.
LVMH expands partnership with Alibaba as 618 sales soar
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
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
Chinese tech giants Alibaba and Tencent both report strong growth across the ad sectors, after integrating generative AI in their solutions for advertisers.