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 | May 23, 2025 Premium

RetailTech: AI in Digital Commerce—GenAI Supercharges Retail to Provide a Seamless Shopping Journey

We explore how AI/ML (machine learning) and GenAI (generative AI) are redefining every step of the customer journey in digital commerce—from awareness and consideration to purchase and retention. Discover how retailers can adapt to shrinking consumer attention spans and create seamless, personalized experiences. We cover key topics including digital marketing, retail media, virtual stores and more.

Insight Report | May 20, 2025 Premium

AI Insights: Instacart CEO Fidji Simo To Join OpenAI as CEO of Applications

OpenAI announced on May 7, 2025, that Fidji Simo, the current CEO and Chair of Instacart, will join OpenAI later this year as CEO of Applications. We discuss the implications of this move for the company and for the AI (artificial intelligence) race in general.

Deep Dive | April 24, 2025 Premium

Deeper on DeepSeek and Its Potential to Radically Level the AI Playing Field

How is DeepSeek disrupting the AI (artificial intelligence) status quo, and what does this mean for the future of GenAI (generative AI)? The Chinese AI company is redefining what’s possible with open-source, low-cost, high-performing AI models. We unpack the technical breakthroughs, training methodology and strategic implications of DeepSeek’s AI models.

Analyst Corner | April 6, 2025

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Analyst Corner: Agentic AI—The New Wave of AI Opportunity, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, discusses the building blocks of agentic AI (artificial intelligence)—an emerging technology that builds on GenAI (generative AI) and is set to be transformative for retail and other industries.

Insight Report | February 21, 2025 Premium

Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival Spending

How did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday.

Analyst Corner | February 9, 2025

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Analyst Corner—DeepSeek Opens the Door for AI Democratization: The AI Opportunity, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, discusses the emergence of Chinese AI (artificial intelligence) startup DeepSeek, and its impact on the AI opportunity.

Insight Report | January 29, 2025 Premium

Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted Spending

Happy Chinese New Year! How are consumers in China celebrating? Dive into Spring Festival trends and retail activities, with a focus on travel and the impacts of government subsidies.

Market Navigators/Market Outlook | January 14, 2025 Free Report

Retail 2025: 10 AI Trends—An Inflection Point in the GenAI Revolution

Dive into 10 critical AI (artificial intelligence) trends for 2025. Spanning retail media, agentic AI and more, our recommendations help you understand how to harness the power of AI to drive real business results, aligning with the Coresight Research CORE Framework for AI in retail. This research report is made available to non-subscribers through its sponsorship by invent.ai.

Market Navigators/Market Outlook | January 3, 2025 Premium

Retail 2025: China Retail Predictions

Our annual report on the China retail market—part of our Retail 2025 series of outlook reports—details six predictions around trends that Coresight Research expects to transform retail in the country throughout 2025. From the impact of government stimulus packages to the “pingti” trend and GenAI (generative artificial intelligence), discover the key trends of the China retail market.

Market Navigators/Market Outlook | January 2, 2025 Premium

Retail 2025 Sector Outlooks: Ebook

Discover the prospects for retail in 2025! We offer growth projections and discuss themes to watch across 10 sectors in the US and globally, including apparel, beauty and grocery.

Research Digest | November 20, 2024 Premium

Insights Video: Singles’ Day 2024 Findings—Premium Subscriber Call

Watch this video to discover performance metrics and highlights from this year’s Singles’ Day shopping festival in China. We analyze proprietary survey findings to assess consumer behavior, and discuss e-commerce platform cooperation, government subsidies, livestreaming and more.

Event Presentation | November 20, 2024 Premium

Singles’ Day 2024 in China—Performance Metrics and Consumer Survey Analysis

Dive into performance metrics and highlights from this year’s Singles’ Day shopping festival in China. We analyze proprietary survey findings to assess consumer behavior, and discuss e-commerce platform cooperation, government subsidies, livestreaming and more.

Analyst Corner | November 17, 2024 Premium

Analyst Corner—Is GenAI Changing the World? Part Two: Solving Four Major Hurdles Takes Progressive Improvement, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, discusses GenAI (generative artificial intelligence) as a progressive opportunity. What hurdles need to be overcome to realize the technology’s true potential? Understand the path to a GenAI revolution.

Analyst Corner | October 27, 2024 Premium

Analyst Corner—Is GenAI Changing the World? Part One: An Optimistic Outlook, with Charlie Poon

In this week’s Analyst Corner, Charlie Poon, Analyst, offers an outlook for GenAI (generative artificial intelligence). Understand why GenAI is causing a stir and discover tech leaders’ expectations for GenAI moving forward.

Insight Report | October 17, 2024 Premium

China’s National Day Golden Week 2024: Wrap-Up—A Comeback for Consumption?

Golden Week is a week-long national holiday in China, one characterized by travel and tourism spending. We analyze consumption and tourism trends observed during Golden Week 2024, examining what the results of the holiday week mean for the Chinese economy as a whole.