Market Outlook | January 3, 2025 Premium Retail 2025: China Retail PredictionsOur annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages to the “pingti” trend and GenAI (generative artificial intelligence), discover the key trends of the China retail market. Read More
Market Outlook | January 2, 2025 Premium Retail 2025 Sector Outlooks: EbookDiscover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery. Read More
Deep Dive | December 24, 2024 Premium 3Q24 US Earnings Season Wrap-Up: Most Companies Post Positive Growth ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the third quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Market Outlook | December 20, 2024 Premium US and China E-Commerce—Retail 2025 Sector Outlook: Online Sales To Maintain Strong Growth MomentumDiscover directional market insights and themes to watch in online retailing in China and the US in 2025. We touch on geopolitical tensions, GenAI (generative artificial intelligence), the expansion of cross-border e-commerce retailers and livestreaming e-commerce, among other topics. Read More
Insight Report | November 21, 2024 Premium A Focus on Value and Inclusivity via Generic Medications: Global Learnings in HealthcareWe explore the approaches that different countries—including China and India—are taking to enhance their healthcare systems and navigate the dynamic global healthcare market. Read More
Insight Report | November 20, 2024 Premium Earnings Insights 3Q24, Week 4: Sales Growth for Alibaba, Home Depot and JD.comOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on third-quarter 2024 earnings from companies that reported in the week ended November 17, 2024, including Alibaba, Capri Holdings, and The Home Depot, among others. Read More
Insight Report | November 14, 2024 Premium Retail Around the World: Singles’ Day 2024—Coresight Research ObservationsCoresight Research is a global company with offices across multiple continents, bringing unique points of view to our retail research. Our Retail Around the World series presents photographs of retail in action from across the globe, taken by members of the Coresight Research team. This report covers our observations of Singles’ Day 2024. Read More
Insight Report | October 14, 2024 Premium China Retail Insights: Countdown to Singles’ Day 2024, One Month To Go—Major Platforms Seek To Boost Growth by Supporting MerchantsWe shed light on the Singles’ Day plans of major Chinese e-commerce platforms Alibaba and JD.com as well as short-video/e-commerce platforms Douyin and Kuaishou, including their timelines, investment plans and other strategies for the shopping festival this year. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Deep Dive | August 19, 2024 Premium Style and Substance Through Value-Add Services and Omnichannel Strategies: Global Learnings in Apparel RetailingWorldwide, the apparel and footwear industry is undergoing a transformative shift driven by rapid advancements in digital technology and evolving consumer preferences. Building on our recent Market Navigator report, we explore the innovative strategies adopted by leading apparel and footwear retailers from China, the UK and the US to navigate the dynamic market landscape. Read More
Insight Report | August 12, 2024 Premium China Retail Insights: Countdown to Singles’ Day 2024, Three Months To Go—Brands Connect with Shoppers Through AI and LivestreamingHow are brands and online platforms in China successfully engaging with shoppers? Ahead of the Singles’ Day shopping festival, explore four pivotal trends shaping China’s fiercely competitive e-commerce landscape, from AI (artificial intelligence) to livestreaming. Read More
Deep Dive | July 11, 2024 Premium Luxury Retailing: Home and Away—Three Learnings for Growth Across Global MarketsCurrently, consumer shopping behaviors are shifting, meaning that luxury brands and retailers must embrace new strategies to remain relevant and competitive. We explore three key trends that are driving growth in global luxury retailing and major players’ recent responses to changing market forces. Read More
Insight Report | June 24, 2024 Premium China’s 6.18 Shopping Festival 2024: Sales Model Shifts, Low-Price Strategies, New Brands and LivestreamingThe 6.18 shopping festival is the second largest annual online shopping festival in China. What happened during this year’s event? Dive into performance data from Alibaba and JD.com, and discover four key trends, from sales model shifts to livestreaming. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 21, 2024 Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart. Read More
