Charlie Poon, Analyst

Access research reports and presentations on the retail and technology ecosystem, including consumers, companies, economies, and retail and technology trends. Use the filters below to find research reports and presentations by sector, theme, company or other parameters. Alternatively, use the search box above to find relevant research content.

Deep Dive | March 31, 2026 Premium

Agentic Commerce: The US’s Open Approach vs. China’s Vertical Integration

Explore the divergent evolution of Agentic Commerce in the US and China. While China leverages vertically integrated super-apps like Qwen for seamless transactions, the US faces a fragmented landscape of open protocols and Amazon’s closed ecosystem. Learn how brands must adapt to remain “agent-friendly.”

Deep Dive | March 25, 2026 Premium

Ultrahigh Net Worth Individuals (UHNWIs) and the Luxury Consumer—UHNWIs Anchor Luxury Spending as Next Gen Rises

UHNWIs are becoming the key luxury growth engine as wealth concentrates and Next Gen ultra-affluent shoppers drive Fast Luxury, VIC spending and Asia-Pacific demand.

Analyst Corner | March 22, 2026

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Analyst Corner: NVIDIA GTC 2026 Showcased a New Era of Agentic AI and Physical AI, with Charlie Poon

Nvidia’s GTC 2026 revealed advancements in agentic and physical AI, including the Vera Rubin platform and open-source Nemotron models, shaping the future of AI applications in various industries.

Deep Dive | February 16, 2026 Premium

AI Insights: How World Models, VLA and Physical AI Advance Retail Automation

World models and physical AI are pushing retail automation beyond rigid conveyor and siloed-robot setups toward more adaptive systems that adjust to real operating conditions. Understand more in this AI Insights report.

Event Coverage | February 4, 2026 Premium

AI Playbook: Content & Cocktails at NRF 2026 Event—Moving Forward in Deploying AI

This AI in retail deployment playbook distills NRF 2026 insights on agentic AI, GEO and human-centric stores, helping leaders move from pilots to scaled, governed impact.

Deep Dive | February 2, 2026 Premium

Agentic Commerce—Google’s Universal Commerce Protocol Invokes “Multiplayer Mode”

Explore Google’s Universal Commerce Protocol (UCP), an open standard transforming AI-powered retail from discovery to purchase across agents and platforms.

Analyst Corner | February 1, 2026

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Analyst Corner: Alibaba’s Qwen Signals the Opening Act of China’s Agentic Commerce Revolution, with Charlie Poon

Discover how Alibaba Qwen agentic commerce is reshaping China’s consumer journeys, leveraging AI to enable end-to-end transactions across Alibaba’s powerful ecosystem.

Company Profile | January 16, 2026 Premium

Moncler S.p.A (BIT: MONC) Company Profile

Moncler is an Italy-based brand owner of luxury outerwear and skiwear. Headquartered in Milano, the company sells products in China, Italy, Japan, the US and over 70 other countries, as well as online.

Company Profile | January 16, 2026 Premium

JD.com (NASDAQ: JD, SEHK: 9618) Company Profile

Headquartered 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.

Company Profile | January 16, 2026 Premium

Prada S.p.A (SEHK: 1913) Company Profile

Prada is an Italy-based brand owner of accessories, apparel and footwear. Headquartered in Milan, the company operates stores in over 70 countries.

Company Profile | January 16, 2026 Premium

LVMH Moët Hennessy Louis Vuitton S.E. (ENXTPA: MC) Company Profile

LVMH is a France-based luxury goods company selling apparel, cosmetics, leather goods, jewelry, perfumes, watches, wines and spirits. Headquartered in Paris, the company operates in China, France, Japan, the US and 76 other countries.

Company Profile | January 16, 2026 Premium

Hermès International Société en commandite par actions (ENXTPA: RMS) Company Profile

Hermès is a France-based brand of leather goods and saddlery, apparel, footwear, accessories, perfumes, beauty, jewelry, home, watches, silk, textiles and other luxury goods. The company operates stores in 50 countries, including China, France, Japan, the UK and the US.

Company Profile | January 15, 2026 Premium

Kering SA (ENXTPA: KER) Company Profile

Kering SA is a France-based brand owner of apparel, footwear, jewelry, watches, leather goods, eyewear, and other luxury goods. Headquartered in Paris, the company operates stores and sells online in over 100 countries, including China, France, Germany, the UK and the US, among others.

Company Profile | January 15, 2026 Premium

Burberry Group (LSE: BRBY) Company Profile

Burberry Group plc is a manufacturer and retailer of luxury goods headquartered in London, England. The company operates in 40 markets including Canada, China, Japan, Korea, the UK and the US.

Company Profile | January 15, 2026 Premium

Alibaba (NYSE: BABA; SEHK: 9988) Company Profile

Alibaba is a China-based e-commerce retailer of beauty, consumer goods, electronics, fashion and home products. Headquartered in Hangzhou, the company operates in Australia, China, Indonesia, Malaysia, Singapore, Thailand, the UK, the US and Vietnam.