Why Western Brands are Losing in China

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0:00Western brands are losing China.

0:03Private equity is the new lifeline. China's consumer market is worth $7.2 trillion

0:08US dollars. But for Western brands, competing here has never been harder.

0:13Starbucks, Burger King, global giants are turning to local private equity,

0:18not just for growth, but for survival in China's market.

0:21If you actually look at the historical growth of China's PE market, it reached a height in

0:282021. However, the good news is 2025 poor consumer products in the retail sector,

0:35that part of the investment increased about eight times versus 2024. So,

0:40this is actually a historical high that we haven't seen since you know 2022. So,

0:46deal value actually reached about $7 billion US dollars last year.

0:50But money isn't enough. China's consumer market

0:52runs on data powered by platforms used by over 1.1 billion people.

0:57We hear from our clients that they have a hard time collecting such rich data

1:01in Western e-commerce platforms such as Amazon when they look at the data

1:05that's available on platforms such as TMall and Jingdong.

1:08When a new brand is going to enter in China and we can pull down data that helps them understand

1:13how many people are purchasing your particular product, at what price point are they buying,

1:17what time of year are they buying, what time of day are they buying, what the competitors are

1:21selling, how much the competitors are selling that product for, it really demystifies the market and

1:26it really allows them to pinpoint exactly on that dart board where they're going to throw that dart.

1:30So how are western brands adapting?

1:32The new playbook - local partners, deeper data and private equity.

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