Articles by Jotham Lim (117)
Amazon Botanicals in China: Zero Penetration, Maximum Opportunity
Amazon botanicals have 0% penetration in Chinese skincare. A differentiation opportunity while rivals fight over Centella Asiatica.
Indonesia vs Thailand vs Vietnam: Three Beauty Markets, Three Strategies
40--54% of beauty brands disappeared from SEA in 12 months. How Indonesia, Thailand, and Vietnam are consolidating differently.
Rice Cookers Stagnate as Design Beats Function
China's rice cooker market stagnates at +1.3% as design beats function and non-stick coating demand collapses to just 2%.
China's F&B Market Hits CN¥ 593.7B with +7.8% Growth in 2025
China's online food & beverage market reached CN¥ 593.7 billion in 2025 (+7.8% YoY) as snacks lead at CN¥ 132.8B and fresh cakes surge +154.2%.
China Home Appliance Market Hits CN¥ 766B in 2025
China's online home-appliance market reached CN¥ 766B in 2025 as subsidy effects diverge across categories and cleaning appliances thrive amid shifting demand.
China's CN¥ 132.8B Snack Market Fragments on Emotion
China's CN¥ 132.8B online snack market grew +5.8% in 2025 as emotional selling points surged +30.9% and growth shifted to identity-led niches.
Wellness Beverages Surge +32.7% as China Shifts to Function
China's wellness beverages grew +32.7% YoY in 2025 as efficacy concepts surged +59.9%. Genki Forest leads at 15.6% share with neo-Chinese herbal positioning.
China's Anemia Supplement Market Surges +81.4% on Snackable Innovation
China's anemia supplements surged +81.4% to CN¥ 3.18B in 2025. Gummy formats and novel iron sources drive growth as every top 10 brand posts triple-digit gains.
China's Health & Wellness Market Hits CN¥ 304.4B as Prevention Overtakes Treatment
China's online Health & Wellness market reached CN¥ 304.4 billion in 2025 (+15.8% YoY) as dietary supplements lead at CN¥ 124.5B and Douyin reshapes brand co...
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