According to a report in China Daily on February 10, 2026
International lifestyle and consumer goods brands experienced a strong recovery in China in 2025, with companies including Tapestry (Coach, Kate Spade), Ralph Lauren, Estee Lauder, and PepsiCo reporting significant growth, according to market data and industry reports.
Highlighting the fourth quarter performance, Jason Yu, General Manager of CTR Market Research in Beijing, said:
“China’s economy continues to rebound with GDP growth within a reasonable range, laying a solid foundation for the resurgence of the consumer market.”
The recovery reflects a shift in consumption patterns from basic needs toward quality, personalization, and experiential products, presenting new opportunities for leading global brands.
Key highlights from 2025 include:
Tapestry Inc. saw a 34% revenue increase in China during its second fiscal quarter, driven by digital sales channels and strong engagement among Generation Z consumers. The brand performed particularly well during the “Double 11” shopping festival, and Tapestry expects more than 25% growth in 2026, underscoring the long-term potential of the Chinese market.
Ralph Lauren reported a 30% year-on-year sales increase, fueled by campaigns and expansion on short-video platforms like Douyin, as well as new store openings, including a flagship in Chengdu.
Estee Lauder achieved 13% organic net sales growth, marking its second consecutive quarter of double-digit growth in China. Strong performance came from premium skincare and cosmetics lines, festival marketing campaigns, and targeted product innovation.
PepsiCo also rebounded, with localized product innovations and supply chain enhancements supporting a strong fourth-quarter performance.
Data from Shanghai University of Finance and Economics confirms a sharp rebound in consumer confidence, particularly among younger consumers aged 20–39, signaling a sustainable recovery in domestic demand.
Analysts emphasize that government policies stimulating domestic consumption—through fiscal measures, incentives, and support for high-quality goods—will continue to drive growth in key sectors, including luxury and lifestyle products. Over the past two years, multinational companies have optimized supply chains, leveraged local digital platforms, partnered with Chinese intellectual properties, and adapted marketing strategies to meet evolving consumer preferences.
Yu concluded:
“China’s policy support, combined with the shift toward digital and high-quality consumption, is providing continued momentum for the market’s recovery, making it a key long-term growth opportunity for international brands.”