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Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales Decline

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 American Eagle Outfitters, Best Buy and Burlington Stores, among others.

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Three Months to Singles’ Day: Logistics Infrastructure and the Supply Chain—Leveraging Services of China’s E-Commerce Platforms

We continue our countdown to Singles’ Day by exploring the logistics and supply chain services of four major e-commerce platforms in China—Alibaba (Cainiao), JD.com (JD Logistics), Douyin and Kuaishou—covering their international reach, sustainability initiatives and technological capabilities.

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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.

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