Analyst Corner | February 1, 2026 Register for Free Access Analyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie PoonDiscover how Alibaba Qwen agentic commerce is reshaping China’s consumer journeys, leveraging AI to enable end-to-end transactions across Alibaba’s powerful ecosystem. Read More
Company Profile | January 16, 2026 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
Company Profile | January 16, 2026 Premium Prada S.p.A (SEHK: 1913) Company ProfilePrada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries. Read More
Company Profile | January 15, 2026 Premium Alibaba (NYSE: BABA; SEHK: 9988) Company ProfileAlibaba 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
Company Profile | January 15, 2026 Premium Compagnie Financière Richemont SA (SWX: CFR) Company ProfileMoncler is a Switzerland-based luxury conglomerate. Headquartered in Bellevue, the company sells products in China, France, Japan, the UK, the US and over 30 other countries. Read our company profile here. Read More
Deep Dive | January 8, 2026 Premium 2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough Environment2026 China retail predictions reveal how policy stimulus, AI, instant retail and retail media will drive moderate growth and reshape consumer and retailer strategies. Read More
Deep Dive | January 8, 2026 Databank Members Consumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in December 2025. Read More
Infographic | December 24, 2025 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2026: CalendarThis report maps China’s key festivals, public holidays and major shopping events in 2026, highlighting when retailers and brands can align promotions with peak consumer demand and cultural moments. Read More
Infographic | December 19, 2025 Premium 2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper BaseThis report, part of our Retail 2026 Sector Outlooks, provide forward-looking data, insights and conclusions for the global and US luxury retail markets. We cover key trends, growth forecasts and sector drivers reshaping the future of luxury. Read More
Deep Dive | December 18, 2025 Premium 3Q25 Earnings Season Wrap-Up: 84% of Companies Grow Sales, 77% Beat Top-Line Consensus in a Solid Quarter for Discount, Off-Price and Specialty ApparelWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies) in the third quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | December 11, 2025 Databank Members Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in November 2025. Read More
Deep Dive | December 3, 2025 Premium Black Friday 2025 Around the World: Global Retail ObservationsA brief look at our global team’s take on Black Friday 2025, highlighting in-store and online activity across Hong Kong, India, and the UK—including on-the-ground visits in the UK and India. Read More
Deep Dive | December 1, 2025 Premium China Singles’ Day 2025 Insights: Participation Rises but Spending Becomes More Selective Amid Tariffs, Value-Seeking and Platform ShiftsWe analyze proprietary survey data to track participation, spending, and platform behavior during Singles’ Day in China. This report shows rising participation in 2025, but with increasingly selective and value-driven consumer behavior shaped by tariffs, AI, and instant commerce. Read More
Deep Dive | November 19, 2025 Premium Five Ways AI Is Being Used in Luxury Retailing—and What’s NextAs part of our Five Ways AI Is Being Used… series, this report explores how AI in luxury retail is reshaping design, marketing and customer experience. Discover key trends and insights driving innovation in luxury retail. Read More
Deep Dive | November 10, 2025 Databank Members Consumer Confidence Rebounds in October: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in October 2025. Read More