Event Coverage | December 6, 2022 Premium HKSTP x HKBAN Investment Pitch: Hong Kong-Based Tech Startups Present “Smart City” SolutionsOn November 29, 2022, startups presented their technology solutions on the theme of “smart city” at the Investment Pitch event held by HKSTP and HKBAN in Hong Kong. We offer insights from retail-related companies that participated in the event. Read More
Insight Report | May 13, 2021 Premium April 2021 Leading Indicators of US Retail Sales: Surprisingly Slow Labor Market Mars an Otherwise Strong MonthIn our monthly Leading Indicators of US Retail Sales series, we examine several key macroeconomic indicators of US retail sales and analyze how they may impact the industry in the months to come. We analyze the latest available data, as of the end of April 2021, covering the job market, income and savings, and housing. Read More
Market Outlook | October 13, 2020 Premium US Apparel Retail: Post-Crisis Outlook—Fall 2020 UpdateWe explore the continued impacts of the Covid-19 crisis on the US apparel retail sector and present an outlook for the remainder of 2020 and into 2021. In addition to commentary from US apparel brands and retailers, we discuss the adoption of new selling models, expansion in the digital channel and technological innovation, among other key trends. We summarize our key estimates in an infographic. Read More
Flash Report | February 24, 2020 Register for Free Access Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for LongChinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales. Read More
Analyst Corner | February 23, 2020 Register for Free Access Weinswig’s Weekly—February 23, 2020This week’s note “From the Desk of Deborah Weinswig” looks at the reports of the death of online-only retail—are they exaggerated? Read More
Insight Report | November 6, 2019 Free Report China Outbound Tourists Survey 2019: InfographicOur infographic focuses on the results of our fifth annual survey of Chinese overseas tourists’ travel, spending behavior and preferences. Read More
Deep Dive | November 6, 2019 Premium Chinese Outbound Tourists Survey 2019: Growing Traveler Numbers Fuel Total Spending GrowthThis report details the results of our fifth annual survey of Chinese overseas tourists’ travel, spending behavior and preferences. Read More
Deep Dive | September 26, 2018 Premium Chinese Outbound Tourists Survey 2018: Urban Millennials Lead the Charge to More Independent, Adventurous TravelThis report details the results of our fourth annual proprietary survey of Chinese overseas tourists’ travel and spending behaviors and preferences, undertaken in partnership with China Luxury Advisors. Read More
Deep Dive | August 10, 2017 Premium Deep Dive: Chinese Outbound Tourists – More Diverse, More SophisticatedChinese outbound tourists have evolved into experienced and sophisticated travelers – some 67% of surveyed tourists have traveled more than once in the past 12 months, visiting an average of 2.3 destinations. Apart from shopping, they crave lifestyle and experiences when they travel abroad. Read More
Deep Dive | January 27, 2017 Premium 2017 Spring Festival Preview Part 2: Chinese Expected to Spend Big on Outbound Travel and EntertainmentIn Part 2 of our 2017 Spring Festival Report, we focus on two main themes: 1) the continued rise in Chinese outbound travel; and 2) the growing preference for spending on experiences and entertainment. Read More
Flash Report | November 25, 2016 Register for Free Access Ctrip (CTRP) 3Q16 RESULTS: EARNINGS BEAT ON IMPROVED OPERATING EFFICIENCY; ANNOUNCES SKYSCANNER ACQUISITIONCtrip, China’s leading online travel agent, reported strong 3Q16 revenues of ¥5.6 billion, up 75.1% year over year. Non-GAAP net profit of ¥0.58 billion beat the consensus estimate of ¥0.34 billion, but was down 77.2% year over year. Read More