Ten years ago McDonald’s was a winner in China, but with KFC the big macs are losing out. Retail analyst Shaun Rein explains to Reuters that Chinese consumers turn to domestic chains, who supply more to the aspirations of their customers.Read More →
China consumers are outspending the moderate GDP growth, but underlying changing undermine the big players in retail, as the sales increasingly go to the little guys, including e-commerce, writes retail analyst Paul French in the China Economic Review.Read More →
Starbucks is doing a stellar job in the China market. But not by selling coffee, says retail analyst Paul French. They are selling a lifestyle, no beans, he tells in The Province.Read More →
Consumer demographics, and especially the position of the middle class, boils out in China very different, cause problems for brands focusing on that middle class, tells business analyst Shaun Rein in OpenMarkts, in an interview ticking off different parts of his book “The End of Cheap China.”Read More →
Chinese consumers expect foreign brands to be safer and better than domestic ones. But when that confidence is hurt, like happened after a government investigating into the poultry supply of KFC, damage can be huge, explains business analyst Shaun Rein in Bloomberg.Read More →
The changes described in business analyst Shaun Rein’s bestseller ‘The End of Cheap China”, offers not only challenges, but also opportunities, writes Seeking Alpha in a review of the book.Read More →
Chinese consumers know that oil and sugar provide not a healthy diet, but they know that Western fast food brands in China at least keep a close eye on their production processes, unlike the Chinese competition. That is why they win, explains Shaun Rein in CNBC.Read More →
Shaun Rein by Fantake via Flickr Shaun Rein recalls in CNBC a proposed investment of US§ 50 million in a Chinese internet venture that did not exist, and was only cancelled after some solid due dilligence was done. The investor “had only been to China once, when the CEO ofRead More →
Shaun Rein by Fantake via Flickr Domestic consumption is growing and Shaun Rein tells at CNBC what companies investors should be looking at in the short term. While both McDonalds and Yum! are doing well, Shaun Rein prefers Yum! since they cater for different consumer markets with different price points,Read More →