JD.com Inc.

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Insight Report | August 31, 2021 Premium

Earnings Insights 2Q21, Week 5: Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters Post Strong Results; Ulta Beauty Raises Guidance

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report second-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended August 29, 2021, including apparel specialty retailers Dick’s Sporting Goods, Foot Locker, Gap and Urban Outfitters.

Deep Dive | August 4, 2021 Premium

Think Tank: China—The Vanguard in Luxury Consumption

Chinese consumers are at the forefront of luxury consumption. In this Think Tank, we present our market trajectory estimates and four key trends within China’s luxury retail growth. We also cover selected luxury brands and companies in China, and the role of e-commerce giants Alibaba and JD.com in facilitating China’s luxury ecosystem. Our report includes insights from our conversations with key personnel at Alibaba Group and JD.com.

Insight Report | July 20, 2021 Premium

Retail Robustness Index: July 2021 Update—Slight Gains Amid Volatility from Management Changes

Coresight Research’s Retail Robustness Index evaluates the 100 largest US retailers (by revenue) on their ability to weather dramatic shifts in demand amid the Covid-19 pandemic. The July 2021 update revises the scores based on financial reports and store- and management-related announcements. Alongside the report, our infographic summarizes key changes since the previous Retail Robustness Index update in April 2021.

Market Outlook | July 7, 2021 Premium

Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product Mix

In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward. We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond.

Deep Dive | June 28, 2021 Premium

1Q21 US Earnings Season Wrap-Up: Most Discretionary Retailers See Robust Recovery

We 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 first quarter of 2021, considering consensus estimates and year-over-year changes.

Insight Report | June 24, 2021 Premium

6.18 Shopping Festival 2021 Provides a Further Boost to Retail in China

The 6.18 Shopping Festival further stimulated post-pandemic consumption in China. We outline sales performances across different e-commerce platforms during the festival and discuss three key trends that we saw during this year’s event—covering consumer interest in new products, upgraded logistics networks and e-commerce platforms’ strategies to improve the shopping experience.

Event Coverage | June 14, 2021

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10 Trends in China’s E-Commerce Market: Coresight Research Presents at Bucharest Tech Week

Deborah Weinswig, CEO and Founder of Coresight Research, presented at the Bucharest Tech Week event on May 19, 2021. We offer key insights from the presentation, in which Weinswig discussed China’s e-commerce growth and Coresight Research’s 10 key trends in the market for 2021—including livestreaming, shopping festivals, community group buying and more.

Insight Report | May 25, 2021 Premium

Earnings Insights 1Q21, Week 2: Ross Stores and TJX Post Strong Results, While Kohl’s and Macy’s See a Slower Recovery

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2021 earnings. This week, there are highlights from companies that reported in the week ended May 23, 2021 (and earlier), including BJ’s Wholesale Club, Home Depot, JD.com, Kohl’s, L Brands, Lowe’s, Macy’s, Ralph Lauren, Ross Stores, Target, TJX and Walmart.

Deep Dive | May 11, 2021 Premium

Innovator Trends That Are Reshaping the Retail Industry

The global Covid-19 pandemic has changed the way consumers shop and accelerated the adoption of various advanced technologies. We outline our expectations for the top innovator trends that are impacting the retail industry, covering contact-light shopping, personalized experiences, livestream e-commerce, last-mile delivery, micro-fulfillment centers and more.

Insight Report | May 11, 2021 Premium

Six Months to Singles’ Day: Set 11.11 on Your Retail Calendar

Singles’ Day is the world’s largest online shopping event in terms of GMV, with Chinese e-commerce giants Alibaba and JD.com being the two major players. With six months to go until this year’s event, we discuss the reasons why brands and retailers should set Singles’ Day 2021 in their retail calendar—covering the recent performance of the annual shopping festival, examples of success by international brands, and the actions that brands and retailers can take now to plan for the event.

Insight Report | April 29, 2021 Premium

A Closer Look at China’s Five-Year Plan and Its Implications for Retail

China’s latest five-year plan provides guidance for the nation’s overall development over the period 2021–2025. We explore this plan and investigate its implications for retail, covering topics such as digital commerce, duty-free shopping, data security and digital currency.

Deep Dive | April 6, 2021 Premium

4Q20 US Earnings Season Wrap-Up: Discretionary Sectors See Mixed Recovery

We 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 fourth quarter of 2020, considering consensus estimates and year-over-year changes. Just over half of the companies covered beat revenue consensus estimates, with home and home-improvement retailers, discount retailers, e-commerce companies and mass merchandisers enjoying a particularly strong quarter.

Insight Report | April 5, 2021 Premium

New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-Commerce

We discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.

Deep Dive | April 5, 2021 Premium

RetailTech: Computer Vision—Approaching the Holy Grail of Ubiquitous Visual Search

As part of our RetailTech series, we discuss computer vision, a powerful fundamental technology that is enabling many new exciting business models in retail and other industries. We discuss the applications of the technology in retail and provide an overview of global technology vendors and innovators in the market.

Deep Dive | March 31, 2021 Premium

Think Tank: Community Group Buying in China—Advantages of the Model and Future Prospects

Coresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore the community group-buying market in China, covering a timeline of key developments and the advantages that the model presents for both consumers and retailers. We discuss the key players in the China market—including startups and Internet giants—and consider the future of the market in China and internationally.