Deep Dive | November 20, 2018 Premium NetEase, Alibaba and JD.com March into Private LabelChinese Tech Giants Develop Private Labels Chinese tech giants NetEase, Alibaba and JD.com have all begun developing their own private labels in recent years: NetEase launched NetEase Yanxuan, which translates into “strictly selected by NetEase” in 2016, officially kicking off the private-label game with a designated online shopping website. Alibaba launched its private-label online marketplace… Read More
Insight Report | November 7, 2018 Free Report Zalando (XTRA:ZAL) 3Q18 Results: Misses on Both the Top and Bottom Lines; Guidance LoweredIn 3Q18, Zalando grew revenues by 11.7% year over year but missed the consensus estimates for revenues and EPS. Read More
Deep Dive | November 5, 2018 Premium Hottest Holiday Toys 2018In this report, we focus on the US and UK toy markets and outline some of the trends we think are going to influence toy gifting this holiday season. Read More
Company Earnings Update | November 5, 2018 Register for Free Access Wayfair (W) 3Q18 Results: Mixed Results, Revenue Guidance in Line with ConsensusWayfair reported 3Q18 adjusted EPS of $(1.28), below the consensus estimate of $(1.09). Revenues were $1.71 billion, up 42.4% year over year and beating the consensus estimate of $1.67 billion. Read More
Company Earnings Update | October 26, 2018 Register for Free Access Tractor Supply Company (TSCO) 3Q18 Results: Beats Expectations and Raises Guidance Across the BoardTractor Supply reported 3Q18 earnings per share (EPS) of $0.95, up 31.4% from a year ago and beating the consensus estimate of $0.87. Revenues were $1.88 billion, up 9.3% year over year and beating the $1.83 billion consensus estimate. Read More
Company Earnings Update | October 26, 2018 Register for Free Access Amazon (AMZN) 3Q18 Results: Beats on EPS but Misses on Revenues and 4Q18 GuidanceAmazon.com reported 3Q18 earnings per share (EPS) of $5.75, beating the $3.08 consensus estimate and up sharply from $0.52 in the year-ago quarter. Revenues were $56.6 billion, up 29.3% year over year but missing the consensus estimate of $57.1 billion. Read More
Insight Report | October 17, 2018 Premium The Home Depot: A Timeline of Key EventsThis report is part of our Retailers’ Timelines series. In this report, we examine key events in Home Depot’s recent history. Read More
Event Presentation | October 1, 2018 Premium Retail Trends (Revionics)STRATEGIC ADVISORY- Custom research and advisory to identify, size and act on opportunities, provide actionable market insights, and craft retail strategies and recommendations. RESEARCH ANALYSIS- Coresight Research publishes more than 1,000 reports annually. Our in-depth, data-driven reports provide sector, regional and platform-specific analysis. Read More
Analyst Corner | September 28, 2018 Register for Free Access Weinswig’s Weekly – September 28, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the Bonded + Retail Store model, a new way for foreign brands and retailers to access the Chinese market. Read More
Insight Report | September 27, 2018 Premium Coresight Research Countdown to 11.11 Series, #10: Mid-Autumn Festival Promotion on Tmall; Jo Malone will Sell Personalized ScentsAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place in the lead up to this event. Read More
Insight Report | September 25, 2018 Premium China’s Platform Landscape: Alibaba vs. TencentWe review China’s platform landscape, comparing the presence of Alibaba, Tencent and independent technology companies across segments that include e-commerce, payments, logistics and social commerce. Read More
Insight Report | September 24, 2018 Premium US Holiday 2018: Retailers’ Holiday Hiring Looks Set to AccelerateThis report outlines key developments related to the holiday season hiring in 2018. Read More
Insight Report | September 20, 2018 Premium Coresight Research Countdown to 11.11 Series, #9: Kitchen Appliances Mega Sale; AlipayHK Unstaffed StoreAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event. Read More
Event Coverage | September 19, 2018 Register for Free Access Alibaba Group Investor Day 2018: Management Remains Confident that Alibaba Is Well Positioned to Capitalize on China’s Sustained Consumption UpgradeThe Coresight Research team attended Alibaba Group’s annual Investor Day event in Hangzhou, China, this week. Our top takeaways include the following: Read More
