JD.com Inc.

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Deep Dive | July 11, 2024 Premium

Luxury Retailing: Home and Away—Three Learnings for Growth Across Global Markets

Currently, 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.

Insight Report | June 24, 2024 Premium

China’s 6.18 Shopping Festival 2024: Sales Model Shifts, Low-Price Strategies, New Brands and Livestreaming

The 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.

Deep Dive | June 19, 2024 Premium

1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales Results

We 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.

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 Declines

Our 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.

Insight Report | May 10, 2024 Premium

China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To Know

Singles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment.

Market Outlook | April 11, 2024 Premium

Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-Focused

In this Market Navigator, Coresight Research explores the US healthcare market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape.

Deep Dive | April 9, 2024 Premium

4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday Season

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Insight Report | April 2, 2024 Premium

Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail Insights

Why does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market.

Deep Dive | April 1, 2024 Premium

Retail-Tech Landscape: Generative AI Infrastructure

The ability of GenAI (generative artificial intelligence) to create content and find relationships among data is enabled by multiple layers of infrastructure. Various tools and services are available for companies to maximize the potential of GenAI to gain a competitive advantage. We discuss key trends in GenAI infrastructure and present selected technology providers globally, with innovative solutions spanning model development, cloud services, AI chips and more.

Insight Report | March 25, 2024

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Research Preview: Retail-Tech Landscape—Generative AI Infrastructure

Take an early look at our forthcoming Retail-Tech Landscape of selected technology companies that provide generative AI (artificial intelligence), also known as GenAI, infrastructure. Dive into key trends and uncover the key categories of the market. Look out for the full report to discover the featured companies!

Insight Report | March 13, 2024 Premium

Earnings Insights 4Q23, Week 6: BJ’s, JD.com, Ross and Others Record Strong Performances; Big Lots and Kroger Witness Declines

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended March 10, 2024, including American Eagle Outfitters, BJ’s Warehouse Club, Burlington Stores, Foot Locker, JD.com, Kroger, Nordstrom and Target, among others.

Deep Dive | January 15, 2024 Premium

Retail 2024: 10 Trends in China Retail

We discuss 10 key trends for the Chinese retail market in 2024. This report is part of our Retail 2024 series, offering directional outlooks, headwinds, tailwinds and themes to watch in 2024 and beyond in global retail.

Deep Dive | December 14, 2023 Premium

3Q23 US Earnings Season Wrap-Up: Mixed Performances Amid Weak Demand and Economic Uncertainty

We analyze the recent performance of selected retailers, brands and e-commerce platforms in the third quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes.

Market Outlook | December 13, 2023 Premium

US and China E-Commerce—Retail 2024 Sector Outlook: Online Sales To Maintain Strong Growth Momentum

Discover the prospects for e-commerce in the US and China in 2024, as well as themes to watch in the sector.

Insight Report | November 21, 2023 Premium

Earnings Insights 3Q23, Week 4: Alibaba, Walmart and More Report Positive Sales Growth; Gap, Macy’s and Others See Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list. This week, there are highlights from companies that reported in the week ended November 19, 2023, including Alibaba, Macy’s, Target and Walmart.