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 TypeCompany Profile Product TypeCompany Profile | July 12, 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 | 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
Product TypeInsight Report Product TypeInsight Report | May 31, 2022 Premium Earnings Insights 1Q22, Week 5: Guess, Macy’s, Ralph Lauren and Urban Outfitters Post Strong Results; Burlington, Gap and Ross Sales Decline Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 29, 2022, namely Alibaba, American Eagle Outfitters, Best Buy and Dollar General, among others.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | April 21, 2022 Register for Free Access How Are Chinese Consumers Embracing Sustainability? Coresight Research x Alibaba Webinar We present our top insights from our recent webinar in partnership with Alibaba, How Are Chinese Consumers Embracing Sustainability? Read about China’s national sustainability goals, Chinese consumers’ attitudes to sustainability and opportunities to drive growth.Read More
Product TypeDeep Dive Product TypeDeep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and Retailers We analyze the fourth quarter of 2021 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 | March 1, 2022 Premium Earnings Insights 4Q21, Week 5: Gildan, Home Depot, Lowe’s, Macy’s and TJX Post Strong Results; Alibaba Sees Soft Sales Expansion Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended February 27, 2022, including Gildan, Home Depot, Lowe’s, Macy’s and TJX.Read More
Product TypeInsight Report Product TypeInsight Report | January 28, 2022 Premium Freshippo in China: Redefining Grocery Retail with Innovation Alibaba-owned grocery chain Freshippo has expanded rapidly since its launch in China in 2016. In this report, we examine the strategies and innovations underpinning its success, including its omnichannel approach, deep supply chain integration and use of artificial intelligence technologies.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong Quarter We assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 16, 2021 Premium 2022 China E-Commerce Trends: Opportunities Under Pressure We present our flagship yearly report on Chinese e-commerce trends. China's highly platformized $2 trillion e-commerce sector is facing increased regulatory pressures, and we see these opening up opportunities for a more diverse online retail channel in 2022.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 2, 2021 Premium E-Commerce Outlook: Global Luxury—Pandemic-Driven Uncertainty To Fuel Growth As with other retail sectors, 2020 ushered in a new era for luxury—the age of e-commerce. We discuss the trajectory of the global luxury e-commerce market and its major drivers. We also examine the competitive landscape, market innovators and key themes for 2022 and beyond.Read More
Product TypeInsight Report Product TypeInsight Report | December 1, 2021 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2022: Calendar China sees a number of festivals and holidays through the year that retailers and brands can tap with marketing and promotional campaigns. Use our “cut-out-and-keep” calendar as your guide to 2022.Read More
