Reasons to Read

Uncover how China’s retail landscape is transforming midyear under the forces of stimulus, AI and shifting consumer priorities.

Read this report to discover answers to these and other questions:

• How have stimulus packages influenced retail sales and consumer sentiment in China so far in 2025?
• What role are storytelling and immersive experiences playing in reshaping physical retail?
• How is AI evolving from a backend tool to a front-facing retail experience for consumers?
• In what ways is the traditional festival-led shopping journey giving way to more diversified and gamified retail interactions?
• What is the “pingti” trend and how is it redefining value and brand preferences among young Chinese consumers?
• How are brands and developers capitalizing on tech-driven, experience-focused store concepts in physical retail?

Companies mentioned in this report include: Bottega Veneta (Kering), Pinduoduo and Zara (Inditex)

Data in this report include: macroeconomic performance and retail sales growth; analysis of AI use cases in consumer-facing retail; examples of new store concepts and experiential retail activations.

Other relevant research:

• Retail 2025: China Retail Predictions
• Retail 2025: UK Retail Predictions—Midyear Trends Update
• Retail 2025: US Retail Predictions—Midyear Trends Update
• Retail 2025: India Retail Predictions—Midyear Trends Update