Deep Dive | July 10, 2018 Premium Artificial Intelligence in Retail, Part 2: What Retailers Are Doing with AIIn this report, we explore how retailers are applying AI across business functions. We studied 30 retailers to understand how they have implemented AI in their businesses. Read More
Analyst Corner | July 6, 2018 Register for Free Access Weinswig’s Weekly July 6, 2018This week’s note “From the Desk of Deborah Weinswig” discusses how Amazon is positioning its expanding line of private-label products to capitalize on this year’s Prime Day shopping event, which is taking place July 16–17. Read More
Insight Report | July 5, 2018 Premium Quick Take: Technology Platforms’ Status as “Digital Gatekeepers” Set to Fuel Further Retail-Tech CollaborationsMore and more international retailers are collaborating with, or investing in, digital platform operators. We see these platform operators as “digital gatekeepers,” in that they hold the keys to growth for retailers in certain channels and markets. Read More
Event Coverage | July 4, 2018 Register for Free Access Top Takeaways from the US-China AI Tech Summit, Part 2: Cross-Industrial DisruptionLast week, the Coresight Research team attended the first-ever US-China AI Tech Summit, which was held in Silicon Valley. Our first report on the conference covered the day’s morning sessions, including a fireside chat with Apple Cofounder Steve Wozniak. The second half of the event focused on applications of artificial intelligence (AI) across industries. Experts from the fintech, legal, enterprise and nonprofit realms discussed the challenges ahead and the greatest opportunities for AI integration. Read More
Event Coverage | July 3, 2018 Register for Free Access Top Takeaways from the US-China AI Tech Summit, Part 1Last week, the Coresight Research team attended the first-ever US-China AI Tech Summit, which was held in Silicon Valley. The event was cohosted by The Al Alliance of Silicon Valley, The Future Society and China’s AI Industry Alliance. Here, we share the first batch of our takeaways from the day’s discussions. Read More
Insight Report | June 27, 2018 Premium May 2018 Monthly Consumer Update: US, UK and ChinaEach month, we round up key metrics reflecting consumer demand in the US, the UK and China. We focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Metrics for May include: Read More
Analyst Corner | June 22, 2018 Register for Free Access Weinswig’s Weekly June 22, 2018This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s relatively recent move into the plus-size women’s apparel market. Read More
Company Earnings Update | June 22, 2018 Register for Free Access Kroger (KR) 1Q18 Results: Beats on EPS and Revenue, Raises OutlookKroger reported 1Q18 adjusted EPS of $0.73, up from $0.58 in the year-ago period and above the $0.63 consensus estimate. Revenues were $37.5 billion, up 3.4% year over year and above the $37.3 billion consensus estimate. Read More
Event Coverage | June 22, 2018 Register for Free Access CES Asia Part 2: Hearing about Ever-Smarter Smart-Home DevicesThe Coresight Research team attended Asia’s fastest-growing consumer technology event CES Asia 2018 in Shanghai. This year’s event attracted over 500 global exhibitors, more than 40,000 attendees and over 1,200 media. This is the second of two reports on our key takeaways from the event. Read More
Deep Dive | June 20, 2018 Premium Chinese Demand for Cross-Border E-Commerce Booms but Looming Tax Reforms are a Cloud on the HorizonChinese shoppers’ appetite for imported products continues to grow apace. We review the current state of the cross-border e-commerce market, note the factors supporting demand and look at forthcoming tax changes that will impact cross-border sales. Read More
Insight Report | June 19, 2018 Premium US-China Tariff Update: Dispute Escalates, but Imports of Consumer Goods to the US Remain UnaffectedThe US is imposing tariffs of 25% on hundreds of categories of goods imported from China. The tariffs are to take effect on July 6 on $34 billion worth of imports. The US tariffs focus on “industrially significant technologies” rather than on consumer goods. Read More
Company Earnings Update | June 18, 2018 Register for Free Access H&M (STO: HM-B) 2Q18 Sales Update: Growing Store Numbers Fail to Push Sales HigherH&M reported that total sales growth for 2Q18 was flat in constant-currency terms. Read More
Analyst Corner | June 15, 2018 Register for Free Access Weinswig’s Weekly June 15, 2018This week’s note “From the Desk of Deborah Weinswig” discusses what Amazon has done with Whole Foods in the year since it announced it was acquiring the grocery chain and other changes in the US grocery sector over the last 12 months. Read More
Event Coverage | June 15, 2018 Register for Free Access CES Asia 2018 Part 1: Huawei to Shape the Future of Image Technology, Smart Cars Take Center StageThis week, the Coresight Research team is in Shanghai attending Asia’s fastest-growing consumer technology event, CES Asia 2018, which runs June 13 to June 15. This year’s event has attracted over 500 global companies exhibiting at the show and more than 40,000 attendees and over 1,200 media. This is the first of two reports on our key takeaways from the event, which features the latest product launches and transformative technology, including, artificial intelligence (AI), augmented/virtual reality (AR/VR) and vehicle technology. Read More
