China

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.

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.

Analyst Corner | May 10, 2026

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Analyst Corner: Cutting Through AI News Flood with the Coresight Research AI IMPACT Framework, with Charlie Poon

Coresight Research’s AI IMPACT Framework cuts through AI news to track shifts in infrastructure, models, policy, retail and labor.

Deep Dive | April 20, 2026 Databank Members

Consumer Sentiment Softens in March as Oil Shock Pressures Build: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in March 2026.

Insight Report | April 10, 2026 Premium

Chinese New Year 2026 Review: A Shift Toward Extended, Segmented and Experience-Driven Consumption

Chinese New Year 2026 signals a shift in retail consumption, with extended holiday periods, evolving travel patterns, and a focus on technology, health, and experience-driven spending. Retailers must adapt to these multi-stage consumption behaviors and leverage emerging trends to engage consumers throughout the entire holiday period.

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 17, 2026 Databank Members

Consumer Sentiment Shows Positive Trend in February: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in February 2026.

Insight Report | February 26, 2026

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The New Coresight 100: Setting the Direction for Global Retail in 2026

The Coresight 100 highlights 100 of the most impactful and influential retailers and brand owners shaping the global retail landscape. This report outlines our selection methodology, examines what is new in the 2026 Coresight 100 and provides a detailed breakdown of the list by sector and geography.

Insight Report | February 4, 2026 Premium

Chinese New Year 2026: Four Trends To Expect for the Year of the Horse

2026 Chinese New Year trends show how extended holidays, emotional spending, instant retail, and travel will reshape consumer behavior and retailer strategies.

Deep Dive | February 4, 2026 Databank Members

Consumer Sentiment Shows Modest Improvement in January: China Consumer Survey Insights

We analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in January 2026.

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

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 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.

Company Profile | January 15, 2026 Premium

Compagnie Financière Richemont SA (SWX: CFR) Company Profile

Moncler is a Switzerland-based luxury conglomerate. Headquartered in Bellevue, the company sells products in China, France, Japan, the UK, the US and over 30 other countries. Read our company profile here.

Deep Dive | January 8, 2026 Premium

2026 Retail Predictions: China—Five Pillars for Moderate Growth Amid a Tough Environment

2026 China retail predictions reveal how policy stimulus, AI, instant retail and retail media will drive moderate growth and reshape consumer and retailer strategies.