Li-Ning paid for Stephen Curry, and the signature shoe was never going to return it. The volume and the margin sit a tier below, in the team and lifestyle models around 700 to 999 CNY.
The Curry Shoe Was Never the Point →We work on sport and lifestyle brands in China, Korea, and Japan.
Li-Ning paid for Stephen Curry, and the signature shoe was never going to return it. The volume and the margin sit a tier below, in the team and lifestyle models around 700 to 999 CNY.
The Curry Shoe Was Never the Point →Nike China's numbers do not read the way the headlines do. Seven straight quarters of decline sit next to rising profitability in the same segment, and management is guiding the next quarter worse on purpose.
Why Nike's China Comeback Is a Configuration Question →Acquiring a foreign brand only works when the buyer has already built the capability to run it. Anta had. BenQ had not, and Siemens Mobile was gone inside eighteen months.
The OEM-ODM-Brand Pathway: What Anta's Rise Reveals →A decision is on the table and needs a read before it is committed. The first engagement is usually one question, answered in writing.
See how engagements work →Analysts covering the category ask about the operating reality behind the reported numbers. Consultations and commissioned work are scoped on enquiry.
Read published work →Work comes to us as a decision that is already pending, usually with a date attached.
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