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Articles by DT商业观察

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Consumer & Categories

Guizhou Specialty Becomes Office Workers' New Coffee Substitute

Matcha products are increasingly popular this year. HEYTEA launched 'Ku Mo' nationwide, and a photo of BLACKPINK's Lisa boosted sales of its 'Triple Thick Matcha'. Major tea brands are introducing matcha products, with many highlighting domestic origins like Zhejiang Jingshan and Guizhou Tongren. The trend is driven by consumers' desire for authentic flavors, health consciousness, and matcha as a coffee alternative. Domestic matcha production is rising, with China becoming the world's largest producer, and regions like Tongren are scaling up to meet global demand.

DT商业观察
Retail Formats

A 'C-Position Killer' Arrives in Convenience Store Coolers

As summer approaches, 'Chinese-style health waters' are increasingly appearing alongside unsweetened tea in convenience store coolers, with 23 brands launching 59 new products in the past year. While the category is still small compared to unsweetened tea, its rapid growth and the entry of major players suggest it could become the 'next unsweetened tea'.

DT商业观察
Consumer & Categories

The New 'Human Cat Treat' That Conquers Picky Young People

From the low-calorie staple 'konjac noodles' for fitness enthusiasts to the stress-relief snack 'konjac spicy strips' for binge-watching sessions, konjac is taking over young people's shopping carts. Since 2024, konjac's online buzz and engagement have surged, with total mentions across Weibo, Xiaohongshu, Douyin, and Kuaishou up 191% year-on-year in 2024, and Q1 2025 alone reaching about 60% of 2023's total. Some have used a pack of konjac spicy strips to 'conquer' French professors and classmates, while others credit konjac for helping them lose weight.

DT商业观察
Retail Formats

County-Town Hema Stores Become a 'Filial Piety Standard' for Young Shoppers

During the Spring Festival, a Xiaohongshu user from Zhuji, Zhejiang, marveled at the popularity of Hema in her county town, noting that the store couldn't restock fast enough. Many county-town Hema stores are experiencing similar success, with some opening early on Chinese New Year's Eve to accommodate crowds. This trend highlights the growing appeal of Hema in lower-tier markets, particularly in the Yangtze River Delta.

DT商业观察