Asian retail stocks

Taobao and Tmall still set the clearing price for Chinese online retail.

Pinduoduo at home, Temu abroad: the sharpest price-led operator in Asia.

Owned inventory and same-day delivery make it the supply-chain bellwether.

Online off-price apparel, the place excess Chinese inventory goes to clear.

Franchise-led store roll-out across Asia, with IP collabs lifting basket size.

KFC and Pizza Hut China: the highest-frequency read on mainland footfall.

Outbound Asian travel demand feeds duty-free and destination retail.

Instant delivery at national scale, and the loss leader in China's food-delivery war.

Mi Home stores turned a phone brand into a full consumer-goods retailer.

Anta, FILA China and Amer Sports under one roof, direct-to-consumer led.

The domestic-brand barometer: when guochao cools, Li Ning shows it first.

Thousands of gold and jewellery stores, and a direct line into Chinese gift spending.

Table turnover per day is the most-watched restaurant metric in China.

RT-Mart hypermarkets, the long test case for big-box grocery in China.

Bottled water and tea distributed through millions of small mainland outlets.

Uniqlo's Asia expansion is the single biggest apparel story in the region.

7-Eleven worldwide, and the convenience format everyone else copies.

Japan's biggest retail group, and an aggressive mall builder across ASEAN.

Don Quijote's compressed-chaos merchandising, now exported across Asia.

Vertically integrated home furnishing, the Asian answer to flat-pack.