More added as they're published.
Laopu
Heritage gold jeweller · HKEX 6181 · 8.3 verdict. Queues reflect ~¥573M avg store productivity — but is the premium brand or metal?
Read teardown →
Songmont
Quiet-luxury bag label · Tmall #1 bags · ~¥500M est. scale · 8.0 verdict. #1 ahead of COACH while Gucci and MK shrink online — no logos, no global ambassador.
Read teardown →Premium Leather Leaders
Sector report · Chinese leather goods shifting the ¥1,000–4,000 accessible-luxury lane. +51% top-5 Tmall growth, domestic #1 on 11.11, five sourced case studies and Coach benchmark.
Read sector report →Guochao 3.0
Insight · The movement behind China’s new taste. Equal-price local preference is reshaping fashion, beauty, toys and mobility — Nike + adidas sportswear share 43% → ~29%.
Read insight →
HYROX
Mass-participation race · L Catterton PE talks · €700M–€1B implied valuation. 1.5M finishers, zero inventory — how belonging scales without product or stores.
Read analysis →The Quiet AI
AI in luxury clienteling · Field notes on memory, discretion, and why the best technology stays behind the advisor.
Read field notes →