Product TypeDeep Dive Product TypeDeep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. Read More
Product TypeDeep Dive Product TypeDeep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps.Read More
Product TypeInsight Report Product TypeInsight Report | December 14, 2022 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2023: CalendarThe retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2023 calendar to plan your marketing and sales strategies for the China market. Read More
Product TypeInsight Report Product TypeInsight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur 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.Read More
Product TypeDeep Dive Product TypeDeep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur 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 16, 2022 Premium Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable ShoppingIn 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 TypeInsight Report Product TypeInsight Report | October 11, 2022 Premium One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11The 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 TypeInsight Report Product TypeInsight Report | September 27, 2022 Premium China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism EventChina’s Golden Week, the week-long holiday following China’s National Day, will take place October 1–7, 2022. We present key insights ahead of the event, specifically the impacts of China’s Zero-Covid policy and current economic environment.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 ErodesWe 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 FestivalThe 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 TypeInsight Report Product TypeInsight Report | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others.Read More
Product TypeDeep Dive Product TypeDeep Dive | August 26, 2022 Premium Market Outlook: China Retail—The $6 Trillion Sector Recovers SlowlyIn 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 TypeInsight Report Product TypeInsight Report | August 11, 2022 Premium Three Months to Singles’ Day: Logistics Infrastructure and the Supply Chain—Leveraging Services of China’s E-Commerce PlatformsWe 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.Read More
Product TypeCompany Profile Product TypeCompany Profile | August 3, 2022 Premium JD.com (NASDAQ: JD, SEHK: 9618) Company ProfileHeadquartered in Beijing, China, JD.com is an e-commerce company and supply chain-based technology and service provider that operates in China, Indonesia, Russia and Thailand.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 LockdownsThis 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
