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Lustre Advisory
Your Edge in China
Latest Articles
Shanghai Coffee: Consumer Dynamics and Strategic Opportunities
Introduction: Why Shanghai Matters More Than Ever For global retail strategists, understanding the future of consumer engagement means looking to Shanghai. The city stands as the undisputed global capital of coffee shops, boasting an impressive 9,533 locations as of 2023. This sheer scale is matched by an intense consumption
Welcome to Lustre
Hello there. Amy here. You probably found me through Instagram, where I'm trying to make China make sense to you in short-form videos. But here's the thing: 90 seconds isn't enough. Why I built this I spent 11+ years in consulting, financial services, and
Latest Readings
The New Eastern Aesthetics Playbook
In today’s China-facing consumer landscape, Eastern aesthetics is no longer a decorative layer. It has become a competitive language. The era of lazy localization - adding red-and-gold festive codes and calling it cultural relevance - is over. As cultural confidence rises and discretionary spending becomes more value-disciplined, Chinese consumers
Songtsam: redefining luxury in the Himalayas by building a philosophical moat
In the landscape of global luxury hospitality, Songtsam stands apart. It is not merely a hotel chain but a pioneering case study in the profound integration of cultural preservation, sustainable business, and high-end hospitality. Where many brands offer fleeting escapes, Songtsam has built an entire ecosystem dedicated to providing a
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Anta's Ascent: A Blueprint for Globalizing a Sporting Goods Empire
How exactly did Anta Sports transitioned from a domestic Chinese manufacturer into a global athletic powerhouse? Key case studies focus on the revitalization of FILA through a direct-to-consumer model and the landmark acquisition of Amer Sports, which brought high-performance brands like Arc’teryx into the portfolio. We've detailed
2026 Policy Signals: How to Read China’s “15th Five-Year Plan Opening Year” for Consumer, Platform, and Market-Entry Strategy
The 15th Five-Year Plan (2026–2030) is the single most important policy anchor for China’s economic trajectory over the next half-decade. For any stakeholder with interests in the region, understanding this roadmap is no longer optional - it is a strategic necessity. Currently, China’s primary mission is to