November 25, 2016 Flash Report Register for Free Access Vipshop (VIPS) 3Q16 RESULTS: TOP-LINE GROWTH IN LINE, WHILE EARNINGS MISS ON NEW INVESTMENTSVipshop, the Chinese online discount retailer for branded products, reported 3Q revenue of ¥12.0 billion (US$1.8 billion), up 38.4% year over year. Non-GAAP diluted earnings per ADS were ¥1.00 for the quarter, up 31.6% year over year.
November 25, 2016 Flash Report Register for Free Access Ctrip (CTRP) 3Q16 RESULTS: EARNINGS BEAT ON IMPROVED OPERATING EFFICIENCY; ANNOUNCES SKYSCANNER ACQUISITIONCtrip, China’s leading online travel agent, reported strong 3Q16 revenues of ¥5.6 billion, up 75.1% year over year. Non-GAAP net profit of ¥0.58 billion beat the consensus estimate of ¥0.34 billion, but was down 77.2% year over year.
November 24, 2016 Deep Dive Premium The Silvers Series VI: The Methuselah Complex and an Industry Thriving on the Promise of LongevityIn this, the sixth in our Silvers Series of reports on consumers aged 65 and older, we look at three sectors that encompass various anti-aging and life-extension treatments and therapies.
November 21, 2016 Analyst Corner Register for Free Access Weekly Insights Oct 21, 2016This week’s note “From the Desk of Deborah Weinswig” focuses on three trends that our global teams—which are currently preparing our holiday 2016 reports—expect to have an impact on US consumers this holiday season.
November 19, 2016 Deep Dive Premium Mobile Payments In ChinaChina leads the world in mobile payments. This report focuses on China’s most common mobile payments technologies: near-field communication (NFC) and QR codes.
November 18, 2016 Deep Dive Premium Millennials and LeisureThis is the third report in our Millennials Series. In this report, we explore how millennials are reshaping the leisure sector. Millennials are more inclined to spend on experiences rather than on “stuff.” However, this does not mean millennials spend more than the average consumer on leisure categories:
November 7, 2016 Deep Dive Premium Deep Dive: The Mall Is Not Dead: Part 1This is the first report in a three-part series analyzing the US mall landscape.
November 4, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates.
October 31, 2016 Flash Report Register for Free Access BAIDU [BIDU] 3Q16 RESULTS: REVENUE DECLINES, BUT EARNINGS BEAT ON COST SAVINGSBaidu reported 3Q16 non-GAAP diluted EPS of US$1.49, ahead of the US$1.08 consensus estimate and up 6.9% year over year. Revenues were US$2.74 billion, down 0.7% year over year and in line with estimates.
October 25, 2016 Deep Dive Premium DEEP DIVE: Global Footwear E-Commerce: Growing By Leaps And BoundsFootwear e-commerce is making strides. According to Euromonitor International, global online footwear and apparel sales increased by 22% in 2015, and e-commerce accounted for 12% of total global footwear sales. By comparison, the total footwear market grew by 6% last year.
October 21, 2016 Flash Report Register for Free Access Walmart to Fast Track China Expansion with JD Ahead of Singles’ DayWalmart and JD.com announced a series of joint initiatives to expand their offering for Chinese online shoppers ahead of Singles Day 2016. This builds upon an existing strategic alliance the two companies had formed in June 2016.
October 11, 2016 Flash Report Register for Free Access Samsung Joins the AI Race with Acquisition of Viv, an AI Assistant Platform DeveloperSamsung Electronics has acquired Viv Labs, a US-based startup that has developed an open artificial intelligence (AI) assistant platform. The startup was co-founded by the creators of Siri.
October 4, 2016 Market Navigators/Market Outlook Premium Global Beauty E-Commerce – A Highly Attractive MarketThis report explores the scale, growth and shape of beauty e- commerce, with an emphasis on the market’s diversity and the role the Internet plays in product research and advice.
September 9, 2016 Event Presentation Premium Fashion Immersion Program (PhilaU)• Amazon now has at least 54 million prime members, and growing at 50%+ the last 2 years. By contrast, Costco has 44.6 million paid members • Amazon’s video strategy with Twitch, Hollywood, and with original content producers is helping to drive prime membership more than originally expected. AMZN’s Cloud leadership also enables this. • The Fire – originally panned by critics – is the fastest growing tablet – $50 changed the tablet game and is allowing Prime content to be consumed easily. • Originally thought of as an April Fool’s joke, Dash, a button to order a specific product, now has 100 products at a push of a button for Prime members.
September 9, 2016 Analyst Corner Register for Free Access Weekly Insights Sep 9, 2016This week’s note “From the Desk of Deborah Weinswig” discusses the situation of multi-channel retailers on both sides of the Atlantic, along with some possible actions that brick-and-mortar retailers can take in order to compete more effectively with online pure plays.
