Alex (The Retail Podcast) and Ryf Quail (Director, NRF APAC) break down this week’s APAC headlines: Galeries Lafayette launches in Mumbai (with Delhi next), a surge of Chinese F&B brands expands into Singapore, and Porsche reports a Q3 delivery dip led by China and North America amid intensifying EV competition. They also explore lululemon Singapore’s retail-meets-wellness studio concept and why experiential formats are resetting the playbook for premium retail in Asia.

Topics this week

• Galeries Lafayette → India: Mumbai flagship now open; Delhi next; 250+ brands under one roof via Aditya Birla partnership.

• Chinese F&B → Singapore: Luckin, Mixue, ChaPanda, Nong Geng Ji and more chase stable demand and regional visibility.

• Porsche Q3: Deliveries soften, led by China and North America; value-driven EV competition reshapes luxury auto demand.

• lululemon Singapore: Retail-meets-wellness format (yoga/Pilates studios inside the flagship) as an experience blueprint.

Chapters

00:00 Intro

00:18 Five Things Friday

01:23 Guest teaser

03:11 lululemon Singapore

05:34 Galeries Lafayette in India

07:25 Chinese F&B in Singapore

10:00 Porsche Q3

11:33 Wrap

Further reading

• Lululemon’s retail-meets-wellness concept in SE Asia: https://observatory.sg/lululemons-first-ever-retail-meets-wellness-concept-store-in-se-asia/?utm_source=chatgpt.com

• Aditya Birla (partner): https://www.adityabirla.com/businesses/

• Galeries Lafayette (official): https://www.galerieslafayette.com/

• Reuters on Chinese F&B in Singapore: https://www.reuters.com/world/china/chinese-food-beverage-firms-flock-singapore-first-step-expansion-drive-2025-10-12/?utm_source=chatgpt.com

• Porsche China: https://www.porsche.cn/china/en/

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