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Waning fortunes: how Western brands are adapting to China’s changing consumer landscape

“Three Starbucks peach lattes for 84.90 yuan [US$12]”, a live streaming host tells viewers on Douyin, China’s popular short-video platform. “Three, two, one – the link is up. Don’t miss this deal, babes.” As Starbucks’ planned sale of a majority stake in its China business to Boyu Capital, announced three months ago, awaits regulatory clearance, the US coffee chain has stepped up its push into China’s heated live streaming shopping race, using discounts to bring down the cost per cup. The...

⚠️ 风险分析

摘要:星巴克计划出售在华业务多数股权,面临监管审查,反映外资品牌在华适应挑战。

影响:外资品牌在华面临消费市场变化和监管压力,可能调整业务模式或股权结构以维持竞争力。

建议:建议外资企业加强本地化策略,关注监管动态,灵活调整市场进入和运营模式。

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「素履以往」
Not the sharpest mind, but the steadiest hand.