About this series
The WARC Spotlight China series focuses on a timely industry topic facing brands in the market. It comprises a capsule collection of commentary, tackling the topic from a range of angles. Contributors to the series are industry experts with first-hand knowledge of the market in focus, offering current on-ground insights to what’s working or developing.
The spotlight: DTC (Direct-To-Consumer) Disruptors
Yet another millennial-targeting, direct-to-consumer disrupter wannabe with cult-like followings…? Don’t brush them off. Legacy companies are taking notes as DTC brands seem to be outsmarting, outpacing, and outmaneuvering them. A new genre of digital-native, contemporary brands we refer to as “DTC disruptors” in China have quickly eroded market share from big brands in their respective categories. They have typically filled gaps in the market, are nimbler in their organization structures, more adaptive to China's constantly changing consumer preferences, sell through WeChat stores and private groups via intimate relationships, and glean more first-party data to increase loyalty. With more new waves of such contenders racing to meet consumer desires and proving to be attractive targets for venture capital (VC) funding, what key lessons can be learnt from their journeys for both aspiring upstarts and established incumbents?
Deep-dives
Fast-growing brands making fast-moving goods: Why China's FMCG challengers are special
Author Alexander Kremer and Cedric Jäger
Company Picus Capital and Roland Berger
Fluid like water: Lessons from Chinese DTC brands
Author Mimi Lu
Company 电通
The DTC business model: Reshaping the China market and consumer behaviour
Author Laura Liang
Company DDB China Group
China’s Saturnbird: Brewing coffee with culture and creativity
AuthorAthena Chen
Company WGSN
DTC and the disruptor: The marketing advantage for China’s brands
Author Arnold Ma
Company Qumin
Brand in action: How Genki Forest plans to be the next Coca-Cola
Author Uki Zhang
CompanyWARC
Brand in action: How NaiTangPai made it big with bras
Author Michael Zhang
Company WARC
Brand in action: How Bencross introduced home improvement to China
Author Sheldon Li
Company WARC
Brand in action: How Florasis reinvented makeup with Chinese style and culture
Author Freeman
Company WARC
Brand in action: How BuffX turned candy into its X factor
Author Kang Le
Company WARC
DTC disruptors: Consumer sentiment data
Spotlight data report
Company WARC China
More Spotlights
Harness the power of KOLs and KOCs (Chinese)
March 2023
The melee of leveraging influencers as a marketing strategy in China
The Economic Aftermath of 'Long COVID' (Chinese)
July 2022
Taking stock of China's state of marketing in the 'Long COVID' era
China's Covid Response (Chinese)
May 2022
A marketer's battle against the Omicron variant of COVID-19
Feb 2022
Synergistic ideas for Chinese brands going global
From Omnichannel to Omnipresence
December 2021
Shows how brands can level up in the ‘new retail’ movement
DTC (Direct-To-Consumer) Disruptors
June 2021
Being fluid and innovative make DTC brands more than just fads
Crafting Culture-Relevant Marketing
December 2020
The key to resonant marketing in China: cultural sensitivity
The changing growth equation in China
May 2023
Is it the end of the "demographic dividend"?