Insight Report | March 22, 2023 Premium China’s 2023 National People’s Congress: What Retailers Need To KnowWe analyze the retail implications of this year’s National People’s Congress, China’s annual legislative meeting, which took place March 5–13, 2023 in Beijing. Read More
Insight Report | March 14, 2023 Premium Earnings Insights 4Q22, Week 7: BJ’s Wholesale, Dick’s, JD.com and Ulta Beauty Post Strong Sales Growth; Gap Sees Sales DeclineThe Earnings Insights series features highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report fourth-quarter 2022 earnings. This week, includes highlights from BJ’s Wholesale, Dick’s Sporting Goods and Gap, among others. Read More
Insight Report | February 13, 2023 Premium Chinese New Year 2023 Review: Early Signs of Consumption Recovery AppearIn this report, we review retail performance during the 2023 Chinese New Year holiday, also known as Lunar New Year, which lasted from January 22 to January 29. Read More
Insight Report | January 5, 2023 Premium China’s Quick Commerce Market: Competitive Landscape and Emerging Trends Point to GrowthWe examine the landscape of China’s quick commerce market, analyzing its emerging trends, drawing from a recent report from Meituan Instashopping, a large Chinese quick commerce company. Read More
Deep Dive | January 5, 2023 Premium US Sportswear Retail: Multibrand Retailers Confront DTC ThreatsWe analyze the US sportswear sector, including growth factors, the competitive landscape and key themes. The sector’s landscape is evolving as major brands prioritize direct-to-consumer (DTC) channels. Read More
Deep Dive | December 20, 2022 Premium 3Q22 US Earnings Season Wrap-Up: A Mixed Quarter for Retail Amid Inflationary PressuresThis report offers analysis of the third quarter of 2022 performance of Coresight 100 companies mostly based in the US. We assess the recent performance of selected retailers, brands and e-commerce platforms in terms of revenues, earnings per share and comps. Read More
Insight Report | December 14, 2022 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2023: CalendarThe retail calendar in China sees a number of festivals and holidays that brands and retailers can tap with promotional campaigns. Use our 2023 calendar to plan your marketing and sales strategies for the China market. Read More
Deep Dive | December 13, 2022 Premium Retail 2023: 10 Trends in China E-CommerceWe present 10 key trends for e-commerce in China in 2023, revealing how brands and retailers can position themselves for growth in the country. This report is part of our Retail 2023 series of outlook reports, offering directional outlooks, headwinds and tailwinds, and themes to watch for 2023 and beyond in global retail. Read More
Insight Report | November 29, 2022 Premium Earnings Insights 3Q22, Week 5: Dollar Tree, Foot Locker and Guess? Raise Sales Guidance; Burlington and Nordstrom See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers within our Coresight 100 coverage list, as they report third-quarter 2022 earnings. This week includes highlights from American Eagle Outfitters, Best Buy and Burlington Stores, among others. Read More
Deep Dive | November 22, 2022 Premium 100 Retail Companies, 10 Years: Analyzing Financial Performance and Winning StrategiesOur analysis of 100 retail companies covers their 10-year financial performance as well as winning strategies to emulate high-performing companies. We analyze sales growth, margins, free cash flow, return on capital and debt levels for small, medium and large companies. Read More
Insight Report | November 18, 2022 Premium Singles’ Day 2022: Immersive Virtual Experiences Boost EngagementAs part of our Singles’ Day 2022 coverage, we discuss virtually immersive experiences that debuted during the global online shopping festival, including several metaverse launches. Read More
Insight Report | November 17, 2022 Premium Singles’ Day 2022: New Products, Entrants and Trends—Brands Capitalize on Immersive Technologies and Virtual ProductsAs part of our Singles’ Day 2022 coverage, we discuss new products, entrants and trends that emerged during this year’s festival—specifically those that surfaced on the platforms of Alibaba and JD.com—and how they tie into ongoing retail themes in China. Read More
Insight Report | November 16, 2022 Premium Singles’ Day 2022: Platforms Discard Traditional GMV Metrics and Focus on Immersive and Sustainable ShoppingIn our Singles’ Day 2022 wrap up, we provide an overview of the festival’s main events, including analysis of the initiatives and performances of major e-commerce players during the most challenging Singles’ Day to date. Read More
Insight Report | October 18, 2022 Premium China National Day Golden Week 2022 Wrap-Up: Zero Covid Depresses Tourism Revenue and Trips During Week-Long HolidayGolden Week is a week-long national holiday in China characterized by travel and tourism spending. In this report, we present insights into tourism consumption patterns and consumer behavior during Golden Week 2022. Read More
Insight Report | October 11, 2022 Premium One Month to Singles’ Day: Platforms Release Their Festival Plans for 11.11The world’s largest online shopping festival, Singles’ Day is one month away. As part of our countdown to Singles’ Day 2022, we present major e-commerce platforms’ plans for this year’s festival and discuss the influence of short-video platforms, such as Douyin and Kuaishou, on 11.11. Read More
