Research

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Insight Report | February 26, 2026

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The New Coresight 100: Setting the Direction for Global Retail in 2026

The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography.

Insight Report | February 4, 2026 Premium

Chinese New Year 2026: Four Trends To Expect for the Year of the Horse

2026 Chinese New Year trends show how extended holidays, emotional spending, instant retail, and travel will reshape consumer behavior and retailer strategies.

Deep Dive | February 4, 2026 Databank Members

Consumer Sentiment Shows Modest Improvement in January: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in January 2026.

Analyst Corner | February 1, 2026

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Analyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie Poon

Discover how Alibaba Qwen agentic commerce is reshaping China’s consumer journeys, leveraging AI to enable end-to-end transactions across Alibaba’s powerful ecosystem.

Company Profile | January 16, 2026 Premium

JD.com (NASDAQ: JD, SEHK: 9618) Company Profile

Headquartered 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.

Company Profile | January 16, 2026 Premium

Prada S.p.A (SEHK: 1913) Company Profile

Prada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries.

Company Profile | January 15, 2026 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.

Company Profile | January 15, 2026 Premium

Compagnie Financière Richemont SA (SWX: CFR) Company Profile

Moncler 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.

Deep Dive | January 8, 2026 Premium

2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough Environment

2026 China retail predictions reveal how policy stimulus, AI, instant retail and retail media will drive moderate growth and reshape consumer and retailer strategies.

Deep Dive | January 8, 2026 Databank Members

Consumer Sentiment Largely Holds Steady in December After November Highs: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in December 2025.

Infographic | December 24, 2025 Premium

Key Festivals and Holidays for Promotional Campaigns in China in 2026: Calendar

This 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.

Infographic | December 19, 2025 Premium

2026 Sector Outlook: Global and US Luxury Goods Retailing—Rebound Despite Challenges in Shopper Base

This 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.

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 Apparel

We 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.

Deep Dive | December 11, 2025 Databank Members

Consumer Sentiment Peaks Ahead of Singles’ Day—Then Stabilizes: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows increased optimism in November 2025.

Deep Dive | December 3, 2025 Premium

Black Friday 2025 Around the World: Global Retail Observations

A 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.