Observations and frameworks from 20+ years of brand marketing across Asia-Pacific. Published on Medium and LinkedIn.
A framework for understanding why On, Arc'teryx, and Lululemon hold pricing power in China while heritage brands discount. The shift from knowledge badges to behavior badges.
Why global brands keep making costly mistakes in China, and what the shift from expansion to consolidation means for APAC brand strategy.
With 400 million active participants, China's sportswear market is shifting from aspiration to participation. How brands are winning the 300-800 RMB price zone.
China's first running boom was brand-led. The second one is consumer-built. What that shift means for Nike, Anta, Li-Ning, and every brand competing for runners.
How government policy, middle-class aspiration, and brand strategy are converging in China's fastest-growing sport category.
Chinese women moved from aesthetic fitness to high-intensity training faster than any brand's product cycle. Who's catching up and who's falling behind.
Adidas designs 70% of China apparel locally. Anta acquires Puma and opens in Beverly Hills. Global brands go local, Chinese brands go global. The competitive map redrawn.
The sneaker boom is over in China. With 200 million gig workers and youth unemployment at 17%, comfort and function now drive footwear demand.
Shorter analysis and earnings season reactions on LinkedIn, covering Nike, Adidas, Anta, On Holding, Lululemon, Puma, Under Armour, Amer Sports, and other brands competing across APAC markets.