Product TypeDeep Dive Product TypeDeep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning Strategies Our analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies.Read More
Product TypeInsight Report Product TypeInsight Report | November 22, 2022 Premium Earnings Insights 3Q22, Week 4: Bath & Body Works, BJ’s, Macy’s and Walmart Raise Guidance; Alibaba and Target See Slow Growth Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from Alibaba, Bath & Body Works and BJ’s Wholesale Club, among others.Read More
Product TypeInsight Report Product TypeInsight Report | November 16, 2022 Premium Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable Shopping In our Singles’ Day 2022 wrap up, we provide an overview of the festival’s main events, including analysis of the initiatives and performances of major e-commerce players during the most challenging Singles’ Day to date.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | November 9, 2022 Premium Alibaba Singles’ Day 2022 Initiatives: Focusing on New Technologies and Loyalty Programs for Long-Term Growth Alibaba’s 2022 11.11 Global Shopping Festival (also known as Singles’ Day) festivities include several initiatives to increase engagement and raise awareness about its 11.11 offerings. This report covers several of these initiatives.Read More
Product TypeDeep Dive Product TypeDeep Dive | October 12, 2022 Premium RetailTech: Cloud Computing—Amazon vs. Google vs. Microsoft As part of our RetailTech series, we outline the benefits and types of cloud computing, and discuss the “Big Three” providers of cloud computing services—Amazon, Google and Microsoft—as well as other providers of cloud services and cloud applications. Read More
Product TypeInsight Report Product TypeInsight Report | October 11, 2022 Premium One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11 The world’s largest online shopping festival, Singles’ Day is one month away. As part of our countdown to Singles’ Day 2022, we present major e-commerce platforms’ plans for this year’s festival and discuss the influence of short-video platforms, such as Douyin and Kuaishou, on 11.11.Read More
Product TypeDeep Dive Product TypeDeep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods Erodes We analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | September 12, 2022 Premium Two Months to Singles’ Day: How Brands Can Leverage Web 3.0 for The World’s Largest Online Shopping Festival The world’s largest online shopping festival is just two months away. As part of our countdown to Singles’ Day 2022, we cover what companies should consider before entering China’s metaverse and Web 3.0 space as a part of the event.Read More
Product TypeDeep Dive Product TypeDeep Dive | August 26, 2022 Premium Market Outlook: China Retail—The $6 Trillion Sector Recovers Slowly In this Market Outlook, we explore the Chinese retail market. We discuss the market’s performance, scale and trajectory, as well as major market factors and trends to watch in 2022 and beyond. We also analyze China’s leading retail companies and innovators bringing change to the space.Read More
Product TypeCompany Profile Product TypeCompany Profile | August 23, 2022 Premium Alibaba (NYSE: BABA, SEHK: 9988) Company Profile Alibaba 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.Read More
Product TypeInsight Report Product TypeInsight Report | August 9, 2022 Premium Earnings Insights 2Q22, Week 2: Colgate, Crocs, CVS, Floor & Decor, L’Oréal and Sprouts Post Strong Results; Alibaba Sales Remain Flat Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report second-quarter 2022 earnings. This week features highlights from companies that reported in the week ended August 7, 2022, including Alibaba, Carter’s Inc, Clorox Company and Floor & Decor Holdings, Inc., among others.Read More
Product TypeInsight Report Product TypeInsight Report | July 1, 2022 Premium 6.18 Shopping Festival Tests Chinese Consumer Appetite For Discounts and Deals Following Lockdowns This year’s 6.18 Shopping Festival tested the appetite of Chinese consumers amid continued lockdowns and supply chain disruptions that have dominated the country in 2022. This report discusses the performance of e-commerce platforms such as JD.com and Alibaba’s Tmall and cover three key trends that we saw during this year’s 6.18 event.Read More
Product TypeDeep Dive Product TypeDeep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves Resilient We analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.Read More
Product TypeInsight Report Product TypeInsight Report | June 10, 2022 Premium Five Months to Singles’ Day: Seizing Opportunities in Livestreaming and Social Marketing We continue our countdown to Singles’ Day by exploring the popular Chinese livestreaming and social media platforms that brands and retailers can make use of in their marketing campaigns for this year’s festival.Read More
Product TypeInsight Report Product TypeInsight Report | June 7, 2022 Premium 6.18 Shopping Festival 2022: Five Trends To Watch The extended 6.18 shopping festival in China is already well under way, with pre-sales and first sales periods providing a boost to consumer spending. We present five trends to watch during this year’s festival, covering sustainability, the metaverse, omnichannel strategies and more.Read More
