Insight Report | September 27, 2022 Premium China National Day Golden Week 2022 Preview: Zero-Covid and Economic Uncertainty Challenge Travel and Tourism EventChina’s Golden Week, the week-long holiday following China’s National Day, will take place October 1–7, 2022. We present key insights ahead of the event, specifically the impacts of China’s Zero-Covid policy and current economic environment. Read More
Deep Dive | September 20, 2022 Premium 2Q22 US Earnings Season Wrap-Up: Many Retailers Post Negative Sales Growth as Demand for Discretionary Goods ErodesWe analyze the second quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | September 12, 2022 Premium Two Months to Singles’ Day: How Brands Can Leverage Web 3.0 for The World’s Largest Online Shopping FestivalThe world’s largest online shopping festival is just two months away. As part of our countdown to Singles’ Day 2022, we cover what companies should consider before entering China’s metaverse and Web 3.0 space as a part of the event. Read More
Insight Report | August 30, 2022 Premium Earnings Insights 2Q22, Week 5: Burlington, Dick’s, Gap and Macy’s See Sales Drop; Dollar General, Nordstrom and Ulta Beauty Report Strong ResultsOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week includes coverage of companies including Burlington Stores, Coty and Dollar General, among others. Read More
Deep Dive | August 26, 2022 Premium Market Outlook: China Retail—The $6 Trillion Sector Recovers SlowlyIn this Market Outlook, we explore the Chinese retail market. We discuss the market’s performance, scale and trajectory, as well as major market factors and trends to watch in 2022 and beyond. We also analyze China’s leading retail companies and innovators bringing change to the space. Read More
Insight Report | August 11, 2022 Premium Three Months to Singles’ Day: Logistics Infrastructure and the Supply Chain—Leveraging Services of China’s E-Commerce PlatformsWe continue our countdown to Singles’ Day by exploring the logistics and supply chain services of four major e-commerce platforms in China—Alibaba (Cainiao), JD.com (JD Logistics), Douyin and Kuaishou—covering their international reach, sustainability initiatives and technological capabilities. Read More
Company Profile | August 3, 2022 Premium JD.com (NASDAQ: JD, SEHK: 9618) Company ProfileHeadquartered 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. Read More
Insight Report | July 1, 2022 Premium 6.18 Shopping Festival Tests Chinese Consumer Appetite For Discounts and Deals Following LockdownsThis year’s 6.18 Shopping Festival tested the appetite of Chinese consumers amid continued lockdowns and supply chain disruptions that have dominated the country in 2022. This report discusses the performance of e-commerce platforms such as JD.com and Alibaba’s Tmall and cover three key trends that we saw during this year’s 6.18 event. Read More
Deep Dive | June 22, 2022 Premium 1Q22 US Earnings Season Wrap-Up: Consumers Under Pressure—But High-End Proves ResilientWe analyze the first quarter of 2022 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | June 7, 2022 Premium 6.18 Shopping Festival 2022: Five Trends To WatchThe extended 6.18 shopping festival in China is already well under way, with pre-sales and first sales periods providing a boost to consumer spending. We present five trends to watch during this year’s festival, covering sustainability, the metaverse, omnichannel strategies and more. Read More
Insight Report | May 25, 2022 Premium Earnings Insights 1Q22, Week 4: Target and Walmart Sound Alarm Bells over Discretionary Demand; Kohl’s and Lowe’s See Sales DeclineOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 22, 2022, namely Bath & Body Works, BJ’s, Deckers Outdoor and The Home Depot, among others. Read More
Deep Dive | March 28, 2022 Premium 4Q21 US Earnings Season Wrap-Up: Strong Growth Continues for Most Brands and RetailersWe analyze the fourth quarter of 2021 performance of select, mostly US-based retailers, brands, and e-commerce platforms in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | March 15, 2022 Premium Earnings Insights 4Q21, Week 7: Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty Report Strong Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report fourth-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended March 13, 2022, namely Dick’s Sporting Goods, JD.com, Petco and Ulta Beauty. Read More
Insight Report | January 12, 2022 Premium Livestreaming Latest, January 2022: Monetization and E-Commerce Tools Empower Content CreatorsAs part of our Livestreaming Latest series, we present recent M&A and investment activity as well as three notable trends in the global livestreaming space: the expansion of monetization tools for creators, new live shopping events from the social media giants, and game-changing technology partnerships. We also offer examples of recent livestreaming events from retail companies globally. Read More
Deep Dive | December 23, 2021 Premium 3Q21 US Earnings Season Wrap-Up: Most Brands and Retailers Enjoy Another Strong QuarterWe assess the recent performance of selected US-based retailers, brands, e-commerce platforms and REITs in terms of revenues, earnings per share and comps for the third quarter of 2021, considering consensus estimates and year-over-year changes. Read More
