Insight Report | September 25, 2018 Premium China’s Platform Landscape: Alibaba vs. TencentWe review China’s platform landscape, comparing the presence of Alibaba, Tencent and independent technology companies across segments that include e-commerce, payments, logistics and social commerce. Read More
Deep Dive | September 24, 2018 Premium A Guide to Entering China for Foreign Brands and Retailers, Part 1: Using the “Bonded + Retail Store” Model to Establish a Physical Presence in the Chinese MarketThis is the first report in our series A Guide to Entering China for Foreign Brands and Retailers. Here, we focus on a new way for foreign companies to enter China, the “Bonded + Retail Store” model. Read More
Analyst Corner | September 21, 2018 Register for Free Access Weinswig’s Weekly September 21, 2018This week’s note “From the Desk of Deborah Weinswig” discusses key points from Alibaba’s recent investor meeting, including the company’s plans to tap the surge in spending from China’s consumption upgrade. Read More
Insight Report | September 20, 2018 Premium Coresight Research Countdown to 11.11 Series, #9: Kitchen Appliances Mega Sale; AlipayHK Unstaffed StoreAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event. Read More
Event Coverage | September 19, 2018 Register for Free Access Alibaba Group Investor Day 2018: Management Remains Confident that Alibaba Is Well Positioned to Capitalize on China’s Sustained Consumption UpgradeThe Coresight Research team attended Alibaba Group’s annual Investor Day event in Hangzhou, China, this week. Our top takeaways include the following: Read More
Company Earnings Update | September 18, 2018 Register for Free Access H&M (STO: HM-B) 3Q18 Sales Update: Sales Momentum Improves from the Last Quarter Thanks to Continuous Business RevampIn 3Q18, H&M grew sales including value added tax (VAT) by 9.1% in reporting currency. Constant-currency sales growth of 4.0% was comfortably ahead of the consensus estimate of 2.6% growth. Read More
Deep Dive | September 17, 2018 Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth. Read More
Company Earnings Update | September 14, 2018 Register for Free Access Kroger (KR) 2Q18 Results: Earnings Beat, Misses on RevenueKroger reported 2Q18 revenues of $27.9 billion, up 1.0% year over year and slightly below the consensus estimate of $28.0 billion. Adjusted EPS was $0.41, up 5.1% year over year, beating the consensus estimates of $0.38. Read More
Analyst Corner | September 14, 2018 Register for Free Access Weinswig’s Weekly Sep 14, 2018This week’s note “From the Desk of Deborah Weinswig” discusses the prospects for US retail as we head into the fourth quarter. Read More
Insight Report | September 13, 2018 Premium Coresight Research Countdown to 11.11 Series, #8: 9.9 Mega Sale; Moët Hennessy and Alibaba to Explore ‘New Retail’ OpportunitiesAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event. Read More
Event Coverage | September 13, 2018 Register for Free Access Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese ShopperThis week, Alibaba hosted its second series of New York Fashion Week (NYFW) Tmall China Day events in collaboration with the Council of Fashion Designers of America (CFDA) that was held September 9-11. Three leading brands, Particle Fever, JNBY, and Angel Chen, presented their collections on the runway at this event. Tmall China Day also included a pop-up market at Opening Ceremony, a retailer, which included products from six Chinese labels that represented “China cool,” the phenomenon of Chinese brands gaining popularity with millennials who want authentic and hip designs that integrate Chinese cultural elements. Read More
Company Earnings Update | September 13, 2018 Register for Free Access Inditex (BME: ITX) 1H18 Results: Strong Organic Growth, Flattish MarginsInditex reported 1H18 revenues of €12.03 billion, up 3.0% year over year and below the consensus estimate of €12.06 billion. Sales grew by 8.0% at constant currency. Read More
Deep Dive | September 12, 2018 Premium The Final Hurdle – Innovation in Last-Mile LogisticsThis report covers innovation in last-mile logistics, a key component of the supply chain that presents unique challenges and exciting opportunities for improvement. The report covers three components of last-mile logistics: transportation, delivery and reverse logistics. Read More
Insight Report | September 10, 2018 Premium China’s Silver Economy: Digitally Savvy Seniors Are Making a DifferenceChina’s population is aging and an increasing number of these senior citizens are shopping digitally. It is believed that the digital competence level of Chinese seniors continues to rise, boosting the silver economy. Read More
Event Coverage | September 10, 2018 Register for Free Access A Natural and Organic Asia: Takeaways from Natural & Organic Products Asia (NOPA) ExhibitionThe Coresight Research team attended the Natural and Organic Products Asia (NOPA) exhibition held August 29–31 in Hong Kong. Read More
