Insight Report | May 21, 2026 Premium Earnings Insights 1Q26, Week 2: Adidas and Birkenstock Outperform as Crocs and Under Armour Post Revenue DeclinesEarnings Insights 1Q26 Week 2 examines Adidas, Alibaba, Birkenstock and other major retailers, tracking revenue trends, consumer behavior and technology initiatives. Read More
Insight Report | May 11, 2026 Premium Six Months to Singles’ Day 2026: How Will Extended, Segmented and Convenience-Driven Consumption Reshape the Festival?Singles’ Day 2026 reflects continued shifts in China’s retail environment, as longer promotional periods, more segmented spending patterns, simpler discount structures and faster fulfillment increasingly shape how consumers engage with the country’s largest shopping event. Retailers may need to adapt to these multistage consumption behaviors, strengthen convenience and align with changing demand patterns to capture value across the broader Singles’ Day retail cycle. Read More
Analyst Corner | May 10, 2026 Register for Free Access Analyst Corner: Cutting Through AI News Flood with the Coresight Research AI IMPACT Framework, with Charlie PoonCoresight Research’s AI IMPACT Framework cuts through AI news to track shifts in infrastructure, models, policy, retail and labor. Read More
Insight Report | May 7, 2026 Premium AI Insights: Tracking AI’s Biggest Shifts with the AI IMPACT FrameworkAI IMPACT Framework tracks AI shifts across infrastructure, models, policy, retail and labor, helping leaders cut through fast-moving news. Read More
Insight Report | May 6, 2026 Premium 4Q25 US Earnings Season Wrap-Up: 80% of Companies Grow Sales and About 75% Beat EPS Consensus Amid Broad Strength in Discount, Specialty Apparel and Value Retail4Q25 earnings wrap-up reveals retail sales growth, margin pressure and sector performance trends across leading global retailers and brands. Read More
Insight Report | February 26, 2026 Register for Free Access The New Coresight 100: Setting the Direction for Global Retail in 2026The 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. 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
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 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
Analyst Corner | November 9, 2025 Register for Free Access Analyst Corner: Singles’ Day 2025 Trends See AI Move Center Stage, with John MercerAhead of 11.11, understand the trends characterizing Singles’ Day 2025, plus the latest developments reported by Alibaba and JD.com. Read More
Insight Report | October 17, 2025 Premium Singles’ Day 2025: Three Trends To Look For as AI Moves Center StagePreviewing Singles’ Day 2025: Read to discover three trends to look for as AI moves center stage. Read More
Analyst Corner | October 5, 2025 Register for Free Access Analyst Corner: Big Tech’s AI Application and Computing-Power Arms Race, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, explores current investments in the artificial intelligence (AI) and GenAI (generative AI) spaces, as well as investments in the computing requirements for AI-powered applications. Read More
Analyst Corner | June 1, 2025 Register for Free Access Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences. Read More
Analyst Corner | May 25, 2025 Register for Free Access Analyst Corner: Retail Giants Drive the Second Wave of Quick Commerce in India, with Madhav PitaliyaIn this week’s Analyst Corner, Madhav Pitaliya, Analyst, discusses the aggressive expansion of quick commerce in India by both digital-first disruptors and traditional retail giants. Read More
Infographic | May 21, 2025 Free Report Earnings Insights 1Q25, Week 4: Alibaba, Walmart and Others Report Sales Growth While Under Armour Reports Sales Decline—InfographicDiscover the latest revenue and EPS (earnings per share) data from week four of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended May 18, 2025, including Alibaba, Walmart and more. Read More
