Wednesday, August 26
Lured by the promise of richer margins, a wave of Chinese consumer brands is making deeper inroads into American retail to offset sluggish spending at home. Throughout 2025, companies including Labubu-maker Pop Mart , trinket purveyor Miniso, sportswear giant Anta and fast-fashion label Urban Revivo have announced new U.S. stores or retail expansions, trying to establish a foothold in the world's richest consumer market despite harsh U.S. tariffs and talk of economic decoupling. The counterintuitive trend, which started to emerge in 2023 after the COVID pandemic, accelerated this year as lethargic local spending prompted Chinese consumer companies to look abroad, initially in Southeast Asia. NEW YORK A LITMUS TEST FOR BROADER EXPANSION Urban Revivo, often called 'China's Zara,' opened its
Shares of newly listed Meesho rallied as much as 8% to a record high of Rs 233 on December 18, extending the stock’s blockbuster run since listing. The move takes Meesho’s gains to 110% from its issue price of Rs 111 per share in just 7 sessions. With the day’s surge, the company’s market capitalisation has moved past the Rs 1 lakh crore mark.In the previous session, international brokerage firm UBS initiated coverage with a Buy rating on the counter and a target price of Rs 220, which the stock has already surpassed. UBS said the company’s asset-light, negative working capital business model has enabled consistent positive cash flows—unlike many other internet-led businesses.The brokerage predicts a robust 30% CAGR in Net Merchandise Value (NMV) over FY25–30E, with contribut
