Precision wins in China
The companies winning aren't the boldest or the biggest—they're the most precise. Data-driven insights for informed decisions.
The 1.4 billion consumer myth
Most China market sizing starts with 1.4 billion people—and gets less accurate from there. Your effective addressable market is typically 50-200 million consumers. Knowing which 50-200 million is the difference between success and expensive failure.
Intelligence that drives decisions
We combine proprietary data, expert networks, and rigorous analysis to answer the questions that matter for your China strategy.
Market Sizing
Bottom-up addressable market analysis. Know your real opportunity, not aspirational extrapolations.
City Intelligence
Tier 2 and Tier 3 city analysis. Find the white space where competition is thinnest.
Consumer Segments
Behavioral segments that predict brand adoption. Beyond demographics to decision drivers.
Regulatory Pathways
Navigate entity structures, registration, and compliance. Know the timeline before you commit.
What's actually happening
Investment is down. Precision is up.
FDI at 30-year low, but new foreign company registrations up 14.7%. Companies are being surgical, not retreating.
The growth moved. Did you?
Nike's 'Win Now' targets Tier 2/3 cities where 70% of China lives. Premium opportunities outside Shanghai.
Local speed wins.
Starbucks sold 60% to Boyu Capital. Competing with Luckin's 18,000 stores requires local execution velocity.
Latest insights
Ready to size your opportunity?
Schedule a consultation. We'll provide an initial assessment of your category, target segments, and realistic addressable market.