November 1, 2026 Analyst Corner Register for Free Access Analyst Corner: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpress, with Abhinav TagoreDiscount Decades: US De Minimis Removal explores how Shein, Temu, Amazon Haul and AliExpress adapt to rising import costs and shifting US shopper trends.
October 26, 2026 Deep Dive Premium Discount Decades: What US De Minimis Removal Means for Shein, Temu, Amazon Haul and AliExpressCross-border e-commerce platforms Shein, Temu, Amazon Haul and AliExpress face diverging impacts from de minimis removal, tariffs and rising shipping costs, reshaping competition and growth.
October 15, 2026 Deep Dive Premium China’s AI Superpowers: ByteDance’s Doubao vs. Alibaba’s Qwen and the Retail ImpactChina’s AI superpowers compete across chat, commerce and cloud. Explore Doubao, Qwen and how agents shape retail discovery and customer relationships.
September 16, 2026 Insight Report Premium 2Q26 Earnings Season Wrap-Up: 85% Grow Sales and 75% Beat EPS, Led by Apparel, Discount and E-Commerce2Q26 retail earnings wrap-up: 84% of companies grew sales and 75% beat EPS, highlighting resilient consumer demand across key retail sectors.
August 13, 2026 Deep Dive Premium 2026 China Retail Predictions Update: Weak Consumer Demand Slows Growth, but Not AI InvestmentChina retail market growth slowed to 1.3% in H1 2026, while AI, experiential retail and platform regulation reshaped competition. Read the outlook now.
July 28, 2026 Insight Report Premium Is AI Infrastructure Demand Peaking? Meta’s Capacity Signal, Model Delays and Agentic Commerce: AI Insights with the IMPACT Framework—July 2026AI IMPACT Framework tracks AI shifts across infrastructure, models, policy, retail and labor, helping leaders cut through fast-moving news.
June 24, 2026 Insight Report Premium What Is the AI Supply Chain Supercycle? AI Insights with the IMPACT Framework—June 2026AI IMPACT Framework tracks AI shifts across infrastructure, models, policy, retail and labor, helping leaders cut through fast-moving news.
May 11, 2026 Insight Report Premium Six Months to Singles’ Day 2026: How Will Extended, Segmented and Convenience-Driven Consumption Reshape the Festival?Singles’ Day 2026 reflects continued shifts in China’s retail environment, as longer promotional periods, more segmented spending patterns, simpler discount structures and faster fulfillment increasingly shape how consumers engage with the country’s largest shopping event. Retailers may need to adapt to these multistage consumption behaviors, strengthen convenience and align with changing demand patterns to capture value across the broader Singles’ Day retail cycle.
January 15, 2026 Company Profile Premium Alibaba (NYSE: BABA; SEHK: 9988) Company ProfileAlibaba is a China-based e-commerce retailer of beauty, consumer goods, electronics, fashion and home products. Headquartered in Hangzhou, the company operates in Australia, China, Indonesia, Malaysia, Singapore, Thailand, the UK, the US and Vietnam.
December 18, 2025 Deep Dive Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
November 9, 2025 Analyst Corner Register for Free Access Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerAhead of 11.11, understand the trends characterizing Singles’ Day 2025, plus the latest developments reported by Alibaba and JD.com.
October 5, 2025 Analyst Corner Register for Free Access Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications.
December 24, 2024 Deep Dive Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.
August 20, 2024 Insight Report Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others.
August 19, 2024 Deep Dive Premium Style and Substance Through Value-Add Services and Omnichannel Strategies: Global Learnings in Apparel RetailingWorldwide, the apparel and footwear industry is undergoing a transformative shift driven by rapid advancements in digital technology and evolving consumer preferences. Building on our recent Market Navigator report, we explore the innovative strategies adopted by leading apparel and footwear retailers from China, the UK and the US to navigate the dynamic market landscape.
