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The China That Follows Us Home

The idea behind this article series was to open a window into the living, breathing China: the societal, cultural, and sociological dynamics that keep the country moving, beyond headlines, oversimplification, and prejudice.

Through the words of men and women who experience this reality on a daily basis, often as a deliberate choice after having lived in other countries, we have gotten a glimpse into what it means to have technological and logistical structures that keep billions moving, working, producing, and innovating.

In this last article of the series, I turn to the four brands that had the strongest impact on me during my time in China. Omnipresent, high-quality, reasonably priced, and aesthetically intentional, each offered more than just a good product. The experience inside their spaces, the seamless service, the speed, and above all, a level of consistency and design that often made Western counterparts feel surprisingly outdated.

But before getting to the brands themselves, it is worth pausing on the consumer landscape that made them possible.

CJ, a corporate trainer and coach who has been based between Singapore and Shanghai since 2007, describes a retail environment that has been quietly but fundamentally restructured. «Carrefour has largely exited the market, and most hypermarkets have closed,» he says. «A number of malls have closed too, due to shifts in shopping habits to online. Niche supermarkets such as Hema and Aldi are thriving.» What he is describing is not decline — it is selection. Chinese consumers have not stopped spending. They have become more deliberate about what they spend on and why. The brands that survive and scale in that environment are not doing so by accident.

Kristen, a language teacher born in Shanghai who returned after years in the United States, adds a layer of nuance to that picture. Convenience, she notes, is present at every level, but quality, she is careful to say, is a different issue. The brands that have broken through are precisely the ones that resolved that tension: delivering convenience without sacrificing the standard that a more sophisticated, more individualistic generation of Chinese consumers now expects as a baseline.

That shift in expectations is itself part of the story.

Harmay: when the store is the argument

Harmay, a beauty retail chain with 25 stores nationwide, built its identity around what it calls a curated warehouse aesthetic: raw, industrial, deliberate. It acts as a strategic partner for international brands entering the Chinese market and is a key distributor of Maison Margiela Fragrances, among others. Its presence at forums like China Consumer 2025 in London confirms that its impact is bidirectional: China absorbs global trends, but it also defines new ones.

Nuan Nuan works as a fashion trend expert in Shanghai, spending her days tracking global aesthetics and translating them for international clients. Her professional life is, structurally, what Harmay does as a business. «Society is constantly evolving,» she says, «and people are very engaged with global trends, whether in fashion, technology, business, or entertainment.» She is describing her peers: consumers who are simultaneously global in their references and deeply local in their expectations. Harmay’s genius is that it builds physical spaces for exactly that person. The warehouse aesthetic is not minimal because it is cheap. It is minimal because it trusts the product, and the consumer who already knows what they are looking for.

Luckin Coffee: convenience that became a category

Luckin Coffee, China’s largest coffee chain, built on mobile ordering and rapid pickup, now operates more than 30,000 locations across the country. This milestone was crossed in February 2026 with the opening of its Origin Flagship in Shenzhen, a space that signals a deliberate shift from pure convenience to high-concept retail. Beyond its expansion in Singapore and Malaysia, Luckin’s recent moves into the high-end segment show that China does not simply adopt global formats. It reinvents, scales, and eventually leads them.

Émile, a French management consultant based in Beijing, captures the expectation environment that made Luckin not just possible but inevitable. Living in China, he says, has given him access to things he never had in France: traditional medicine, massage, acupuncture, available easily and at prices that would be unthinkable in Europe. That is the underlying logic: quality experiences, once reserved for the few, made ordinary by scale. Luckin is that same logic applied to coffee. It was built by people who understood a consumer that had long since stopped accepting a trade-off between speed and quality. What looks like an aggressive growth strategy from the outside is, from the inside, simply a response to how people already live.

Chagee: tradition with a global passport

Chagee, a contemporary tea brand that modernizes traditional Chinese tea culture, is executing one of the more culturally interesting global expansions of any brand right now. With over 7,300 stores active and a first Seoul flagship announced this month, it has turned Chinese tea, historically a cultural symbol rather than a scalable product, into a global offering defined by contemporary, high-design aesthetics. Its silent stores, which employ people with hearing disabilities, and its biodiversity programs protecting Yunnan’s ecosystems carry a socially conscious cultural narrative that travels as well as the product itself. «Made in China,» Chagee is quietly arguing, can also mean «Designed with Purpose.»

The consumer behaviour behind this is something Nuan Nuan observed from the inside, almost in passing, as a fact too obvious to dwell on. Tea, she says, used to be something older generations drank. Now more and more young people are into it, and have been for years. That sentence is the market research behind Chagee’s entire strategy. The brand did not invent a new cultural trend. It recognised one already forming and gave it a beautiful container.

Xiaomi: the ecosystem you already live inside

And then there is Xiaomi, which has moved so far beyond the smartphone that describing it as a tech company feels reductive. Its ecosystem of over one billion connected devices, from air purifiers and kitchen appliances to wearables and electric vehicles, functions as a seamless infrastructure that follows the user from the smart home to the driver’s seat. The «Human × Car × Home» vision is not a marketing concept. It is an operating system for daily life. While its 2027 European launch is being prepared through its Munich R&D and Design Center, Xiaomi’s real impact has already been felt far beyond China’s borders.

Xuan is a global marketing executive who returned to China for the first time in seventeen years on her honeymoon. She points to the Temu marketplace and the CES conference as the most accessible windows into what Chinese innovation actually looks like at scale: a constant, restless output of products that solve small problems, improve everyday friction points, and arrive at prices that make iteration feel consequence-free. «Efficiency is displayed at scale everywhere you look,» she says. «It seems there is an answer to most of life’s tedious tasks in the shape of a gadget.» Her husband, a midwestern American encountering China for the first time, came away with a verdict that doubles as a brand strategy: «He thinks Americans are very misinformed about China’s reality,» she says, «but anyone who takes a chance to visit would not regret the experience.» Xiaomi is, in many ways, the physical form of that argument, a brand that arrives before the conversation does, making itself indispensable before most of its new users have thought to ask where it came from.

CJ, watching from Singapore, observes the same pattern from a regional perspective. Xiaomi, BYD, Oppo — these names are now unremarkable in Singapore. Familiar. Chosen. «Most Singaporeans still have yet to grasp the level of convenience and the vast landscapes of China,» he says, but the brands are already there, in their pockets and on their roads, making the argument on their own terms.

What these four brands are actually saying

Each of these brands — Harmay, Luckin, Chagee, and Xiaomi — is doing something that goes beyond good product or smart strategy. Together, they represent a particular kind of cultural maturity: the ability to hold local identity and global ambition in the same hand without dropping either. Harmay imports international beauty and translates it for Chinese consumers while simultaneously teaching international brands how to enter the market. Luckin reinvents a Western format at Chinese scale. Chagee takes a cultural inheritance and gives it a design language the rest of the world can receive. Xiaomi builds the infrastructure of modern life and then, quietly, begins installing it everywhere else.

They are not anomalies. They are expressions of a coherent approach to building things: fast, integrated, designed to scale, and increasingly aware of their own cultural identity as an asset rather than a liability.

China is already present in our daily lives: in the devices we carry, the platforms that supply our retail chains, the design languages that are beginning to shape global aesthetics, to a degree most of us have not yet fully acknowledged. Understanding that is not about admiration, and it is not about alarm. It is about accuracy. Because the sooner we see clearly what has been built, how deliberately and at what scale, the better equipped we will be to engage with it honestly: to learn from it, to compete with it where necessary, and, if nothing else, to stop being surprised by it.

Or, at the very least, to visit. Because the China waiting on the other side of that decision is nothing like the one most of us were told about.

diav

Diana Silva Franco

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