Foresight Performance
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Our founders in the press

Foresight Performance Partners is a Shanghai-based China e-commerce profitability advisory for luxury, beauty, and premium fashion brands. Our founders are regular commentators on the luxury, prestige beauty, and China e-commerce markets. A selection of recent features and commentary.

Hermès and Cartier’s Last Reliable Shoppers Are Retreating in China Why easier comparisons may lift reported luxury growth without a meaningful recovery in Chinese demand, as aspirational consumers move away from luxury and wealthier shoppers become more cautious. LVMH’s China Slump Threatens Hopes for Wider Luxury Recovery Why LVMH’s scale and broad portfolio make it a bellwether for luxury, and why other listed luxury groups are unlikely to significantly outperform it in a difficult market. «Le consommateur chinois est passé du YOLO à YONO» An interview with Jacques Roizen on shifting consumer priorities, the polarization of China’s luxury market, and how brands can gain market share through innovation, stronger products and customer loyalty. La progression de LVMH freinée par la Chine Why Louis Vuitton faces a deeper challenge in China as social media controversy and changing consumer preferences put its brand relevance under pressure. Nike’s China Reset Needs More Than the Kardashians How years of discount meant to accelerate performance eventually damaged one of the world’s greatest brands, and calls for a return to the brand’s original winning formula: innovation, performance and athletes. What luxury hotels give beauty brands that digital cannot How hospitality is becoming a critical strategic channel for beauty brands, in China and around the world.
Luxury Should Embrace China’s Secondhand Boom Why secondhand can serve as a recruitment gateway into a brand rather than a threat to it, and why that is a variation on the established practice of offering accessible entry points to consumers who are not yet buying at the top of the range. Syndicated by Business of Fashion and others.
Luxury Sales Plunge in China as Tax Push Hits Wealthy Shoppers Why a tighter tax environment and a waning wealth effect are making VIP clients more cautious, and why the timing of Chinese Valentine's Day makes August the real test of whether July was a genuine slowdown. Syndicated by Business of Fashion and others.
Selling Love in China: How Qixi Marketing Strategies Are Shifting Why Qixi has become a barometer for the health of the Chinese luxury market, and why the base a brand is measured against matters more than the headline result. Abercrombie & Fitch Seeks China Investor to Fuel Market Growth Why a Chinese investor can be a powerful partner for building a brand in China, and why that partnership works best when it is sought early, while desirability and pricing power are still intact.
Prestige beauty outpaces high-end bags as China's luxury spending evolves Why the aspirational Chinese consumer has moved to the top of a category she can comfortably afford rather than the bottom of one she cannot, and why brands still waiting for her to return to entry-level luxury are not pursuing a rewarding strategy. Syndicated by Business of Fashion, U.S. News and others.
Inside Nike's great China purge: Fewer sellers, one brand Why a Tmall flagship is a brand's most visible consumer touchpoint in China, and should be managed for brand perception rather than transactions alone.
Ralph Lauren wins China superfans by selling the American Dream – at the right price Why accessible price architecture, rather than discount-led volume, is what converts Chinese consumers into durable brand demand. Syndicated by Business of Fashion and others.
The C-Beauty Paradox: Premium Pricing but Shrinking Profits Why premium positioning has not translated into profit for domestic beauty brands, and where the margin is actually going. Hainan's Duty-Free Rally Hinges on Wary Chinese Consumers Why Hainan is a read on Chinese consumer demand rather than a driver of it, and why policy alone cannot manufacture consumption. Is Luxury Courting China's VICs the Right Way? Why concentrated spend on top clients has to be judged on profit contribution, not on the revenue it appears to secure. Has the 618 Festival lost its fever? How e-commerce platform shopping festivals didn't move beyond the price war. Platforms just got better at describing it. Functional Luxury Takes Hold as China's Beauty Market Matures How Chinese beauty demand is shifting toward efficacy and repair, and what a maturing market asks of prestige positioning. No Risk, No Reward: The Reality of CNY Beauty Marketing in 2026 Why Chinese New Year rewards brands that commit to a distinctive campaign over those that default to seasonal discounting. Why China's youth are swapping luxury for local brands Why younger Chinese consumers are moving spend toward domestic brands, and what that shift asks of luxury's value proposition. Le «murse», stratégie marketing ou véritable tendance? How men's bags are moving beyond runways and celebrity style to reach a broader audience, particularly younger consumers. La masculinité, un concept en mutation How luxury brands are reshaping the codes of masculinity as competing ideas of male identity redefine the market.