October 15, 2026 Deep Dive Premium China’s AI Superpowers: ByteDance’s Doubao vs. Alibaba’s Qwen and the Retail ImpactChina’s AI superpowers compete across chat, commerce and cloud. Explore Doubao, Qwen and how agents shape retail discovery and customer relationships.
September 30, 2026 Deep Dive Databank Members Tariff Restraint and Policy Support Lift Sentiment to Two-Month High: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in August 2026.
September 10, 2026 Insight Report Premium NIKE’s Fall from the Top: The Structural Challenges Behind the S&P 100 ExitNIKE faces a critical turnaround challenge as competitive pressure, slower innovation and strategic missteps weigh on its global growth prospects.
September 10, 2026 Insight Report Premium Capability Outruns Control: The Hugging Face Breach, Kimi K3 and the Shift from Models to Governed Systems—AI IMPACT Insights for September 2026Agentic AI in retail is moving into execution. Explore infrastructure, open models, governance, commerce and workflow transformation in September 2026.
September 8, 2026 Insight Report Premium Tariff Refunds in 2Q26: Billions Booked by Retailers and Brands, Guidance Split—UpdatedTariff refunds deliver billions in benefits to retailers and brands, with companies taking different approaches to guidance and future refund upside.
August 27, 2026 Deep Dive Databank Members Consumer Sentiment Slips Further as Tariffs and Flooding Add Pressure: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in July 2026.
August 24, 2026 Company Profile Premium Gap Inc. (NYSE: GPS) Company ProfileGap Inc. is a US-based retailer of accessories, apparel, footwear and personal care products. Headquartered in San Francisco, the company operates stores in Canada, China, France, Hong Kong, Ireland, Italy, Japan, Mexico, Taiwan, the UK and the US.
August 23, 2026 Company Profile Premium Under Armour, Inc. (NYSE: UAA) Company ProfileUnder Armour is a US-based brand owner of accessories, apparel and footwear brands. Headquartered in Baltimore, Maryland, the company operates in Canada, Chile, China, Mexico, Korea, the US and around 95 other countries.
August 17, 2026 Company Profile Premium Ralph Lauren Corporation (NYSE: RL) Company ProfileRalph Lauren is a US-based brand owner of accessories, apparel and footwear. Headquartered in New York City, the company operates in Canada, China, Japan, South Korea, the UK, the US and 25 other countries.
August 13, 2026 Deep Dive Premium 2026 China Retail Predictions Update: Weak Consumer Demand Slows Growth, but Not AI InvestmentChina retail market growth slowed to 1.3% in H1 2026, while AI, experiential retail and platform regulation reshaped competition. Read the outlook now.
August 7, 2026 Company Profile Premium Levi Strauss & Co. (NYSE: LEVI) Company ProfileLevi’s is a US-based brand owner of accessories, casual and dress pants, footwear, jackets, jeans, shorts, skirts and tops. Headquartered in San Francisco, the company operates stores in the US and 110 other countries.
July 22, 2026 Deep Dive Databank Members China Consumer Optimism Fades from Mid-June Peak, Reflected in Weak 6.18 Festival and Falling Retail Sales: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. The report indicates that consumer sentiment in June 2026 peaked mid-month before weakening, reflecting subdued 6.18 Festival performance and declining retail sales.
June 28, 2026 Analyst Corner Register for Free Access Analyst Corner: Behind the Low Prices—Assessing Competition in Ultralow-Price E-Commerce, with Abhinav TagoreExplore how ultralow-price e-commerce is evolving as Temu, Shein and Amazon Haul adapt to tighter trade rules and shifting competition.
June 23, 2026 Insight Report Premium Behind the Low Prices: Assessing Cross-Border Competition between Shein, Temu and Amazon HaulExplore how Temu, Shein and Amazon Haul are adapting to de minimis removal, rising costs and intensifying price competition.
June 16, 2026 Deep Dive Databank Members China Optimism Rises in May, but Floods, Energy, and Property Keep Spending Cautious and Value-Driven: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows steady optimism in May 2026.
