Product TypeInsight Report Product TypeInsight Report | February 25, 2021 premium Chinese New Year Review: Retail Sales See Impressive Year-Over-Year Growth Against Weak 2020 The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending. Read More
Product TypeInsight Report Product TypeInsight Report | February 23, 2021 premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget Formats The value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China.Read More
Product TypeInsight Report Product TypeInsight Report | February 8, 2021 premium Earnings Insights 4Q20, Week 1: E-Commerce Players Stand Strong, While Luxury Retailers Witness Mixed Recovery Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2020 earnings. This week, there are highlights from companies that reported in the week ended February 7, namely Alibaba, Amazon, Brookfield Property Partners, Canada Goose, Capri Holdings, eBay, Ralph Lauren and Tapestry.Read More
Product TypeInsight Report Product TypeInsight Report | February 1, 2021 premium New Retail in China: Gucci Launches a Flagship Store on Tmall We discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions.Read More
Product TypeInsight Report Product TypeInsight Report | January 12, 2021 premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the Holiday Chinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics.Read More
Product TypeDeep Dive Product TypeDeep Dive | December 23, 2020 premium 3Q20 US Earnings Season Wrap-Up: Discretionary Sectors Regain Momentum 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 2020, considering consensus estimates and year-over-year changes. Against the backdrop of the Covid-19 pandemic, many companies beat revenue consensus estimates, and most of the discretionary sectors regained their momentum during the quarter.Read More
Product TypeInsight Report Product TypeInsight Report | December 22, 2020 premium New Retail Briefing: Alibaba Upgrades Its Taobao Content Ecosystem We discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”.Read More
Product TypeInsight Report Product TypeInsight Report | December 2, 2020 premium AI Can Help Retailers To Compete and Thrive This report explores categories in the AI ecosystem, including chips, platforms, applications and users. We discuss examples of AI offerings from select technology companies and innovators, focusing on the areas in which retailers can benefit by leveraging AI tools—including smarter customer engagement, communication, operational efficiency, removing friction and e-commerce.Read More
Product TypeInsight Report Product TypeInsight Report | November 25, 2020 premium New Retail Briefing: Alibaba Invests in Hypermarket Chain Sun Art and Luxury E-Commerce Platform Farfetch We discuss recent developments in New Retail in China, including Alibaba’s investment to increase its stake in domestic hypermarket Sun Art Retail to become the controlling shareholder and JD.com’s partnership with Kuaishou to host a 200-hour livestreaming session for Singles’ Day from November 1 to 9. Read More
Product TypeInsight Report Product TypeInsight Report | November 19, 2020 premium Singles’ Day 2020: Alibaba and JD.com Record $115 Billion in Sales As the world’s largest online global shopping festival, Singles’ Day presents an exciting sales opportunity for brands and retailers. We discuss the Singles’ Day sales performance of China’s leading e-commerce players, including a comparison of Alibaba and JD.com. We highlight key themes from this year’s festival and consumer shopping patterns.Read More
Product TypeDeep Dive Product TypeDeep Dive | November 18, 2020 premium Singles’ Day 2020: Analyzing Merchants’ Marketing Campaigns As part of our coverage of Singles’ Day 2020, we review the marketing campaigns that various brands and retailers launched on Alibaba’s Tmall platform to encourage consumer spending during the shopping festival. We focus on three themes: financial incentives, community building and livestream/influencer marketing.Read More
Product TypeEvent Coverage Product TypeEvent Coverage | November 18, 2020 Register for free access Singles’ Day 2020: Highlights from Alibaba’s Observing China Forum Continuing our coverage of Singles’ Day 2020 in China, we present highlights from Alibaba’s Observing China Forum, which focused on changing consumer demand and the acceleration of digitalization against the backdrop of the Covid-19 pandemic. Read More
Product TypeInsight Report Product TypeInsight Report | November 13, 2020 premium Singles’ Day 2020: Making an Impact Around the World Coresight Research visited physical stores and e-commerce websites to gauge the adoption of Singles’ Day by retailers globally and to gather examples of 11.11 deals—including in Europe, India, Southeast Asia and the US. Read More
Product TypeInsight Report Product TypeInsight Report | November 12, 2020 premium Retail Robustness Index: November 2020 Update—Most Metrics Improve Slightly Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand as the Covid-19 lockdowns began. The November update revises the scores based on financial reports and store-reopening announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in October. Read More
Product TypeFlash Report Product TypeFlash Report | November 5, 2020 Register for free access Singles’ Day 2020: Early Observations of Alibaba’s Double 11 In China, Alibaba’s 11.11 Global Shopping Festival 2020 held its first sale period at 12:00 a.m. on November 1–3, following a pre-sale on October 21–31. In this free report, we present some early sales results from the first round of this year’s Singles’ Day event and discuss our observations so far, covering livestreaming and order fulfillment.Read More
