Sophie Anne Luo, 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.

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Insight Report | May 11, 2026 Premium

Six Months to Singles’ Day 2026: How Will Extended, Segmented and Convenience-Driven Consumption Reshape the Festival?

Singles’ Day 2026 reflects continued shifts in China’s retail environment, as longer promotional periods, more segmented spending patterns, simpler discount structures and faster fulfillment increasingly shape how consumers engage with the country’s largest shopping event. Retailers may need to adapt to these multistage consumption behaviors, strengthen convenience and align with changing demand patterns to capture value across the broader Singles’ Day retail cycle.

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Insight Report | May 12, 2025 Premium

How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know

China’s Singles’ Day, the largest online shopping festival in the world, is just six months away. The economy is facing external challenges like tariffs, yet key sectors show underlying resilience. We discuss what brands and retailers need to know to prepare for the upcoming festival, covering the country’s macroeconomic context and leveraging proprietary survey analysis to explore consumer sentiment.

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