Five Things APAC: Gen Z Wellness, Blind Boxes, Dopamine Malls
377 days ago28 August 2025Alex Rezvan21m 20s
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APAC retail briefing: LABUBU/Pop Mart’s blind‑box momentum, China’s Gen Z wellness shift, Australia Post’s US‑parcel pause (de minimis), “dopamine village” malls in PH, and JD.com’s new Dubai warehouse. Subscribe + comment with your action.
LABUBU/Pop Mart = modern playbook: scarcity, social currency, collaborations (host commentary).
Gen Z wellness, China: beauty x health, functional nutrition, ingestibles, and unmet needs in mental/cognitive wellness. McKinsey & Company+1
AusPost → US pause: letters/documents & low‑value gifts continue; duties need pre‑collection after de minimis shift; other posts also pausing. ABC
Malls as “dopamine villages”: SM Investments doubles down on experiences, arenas, fandoms, and tribes to capture demand. sminvestments.com
JD in Dubai: JAFZA warehouse, digital ops model, MEA reach; supports faster cross‑border. JD Corporate Blog
Transcript
Five useful signals from the people shaping global retail. Every Friday.