February 20, 2026
Elix Healing — When Your Customer Doesn't Trust the Tradition
A Chinese-American founder sells personalized herbal medicine to women who have never used Chinese medicine. The order in which she introduces the tradition is the entire strategy.
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February 10, 2026
Bachan's — The Misplaced Job
A landscaper spent six years bottling his grandmother's sauce. Then he renamed it, moved it to a different aisle, and sold it for $400 million. A story about shelf arbitrage.
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February 7, 2026
The Taxonomy of Grocery Aisles
Your address in the traffic system is your ceiling. A subway-map guide to how store layout determines which products get seen.
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February 3, 2026
CHAGEE — Which Door?
How a premium Chinese tea brand frames trust, modernity, and scale as it picks its entry point into America.
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January 27, 2026
Din Tai Fung — Trust Architecture
Operational transparency as a premium engine: glass walls, measurable craft, auditable honesty.
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TBD
Miniso
$10 design objects and the art of looking Japanese when you're not.
TBD
Pop Mart
Blind boxes, art toys, and the collectibility machine from Beijing.
TBD
Mixue
The $1 ice cream empire that makes Starbucks look overpriced.
TBD
BYD
The world's largest EV maker vs. the American tariff wall.