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
00:00 Welcome & cold open (Ryf + Alex)
00:30 LABUBU/Pop Mart: the blind‑box playbook (scarcity, social, IP) — host commentary
05:24 China’s Gen Z wellness wave (beauty x health; functional nutrition; unmet needs) — Source: McKinsey + Retail Asia. McKinsey & CompanyRetail Asia
09:36 Australia Post’s US‑parcel pause: why de minimis matters — Source: ABC News explainer. ABC
12:44 Malls → “Dopamine villages”: SM’s entertainment ecosystem bet — Source: SM Investments. sminvestments.com
16:30 JD.com opens Dubai warehouse: faster APAC→MEA cross‑border — Source: JD Corporate Blog. JD Corporate Blog
20:20 Wrap + next week’s K‑pop teaser
