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.

Infographic | June 3, 2025 Free Report

Earnings Insights 1Q25, Week 6: Costco Wholesale, Deckers Outdoor and Ulta Beauty Report Growth While Department Stores Face Challenges—Infographic

Discover the latest revenue and EPS (earnings per share) data from week six of the 1Q25 (first quarter of 2025) earnings season with this infographic, covering various companies that reported in the week ended June 1, 2025, including Best Buy, Macy’s, Ulta Beauty and more.

Analyst Corner | June 1, 2025

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Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John Harmon

In this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, presents three insights on China e-commerce dynamics, drawing on data from the recently published China Online Consumer Brand Index (a study by Peking University, supported by Alibaba). Discover which international brands are most popular and what the study’s findings reveal about Chinese consumers’ online shopping preferences.

Insight Report | May 12, 2025 Premium

How Will Tariffs Impact China’s Singles’ Day 2025? Six Months To Go—What Brands and Retailers Need to Know

China’s Singles’ Day, the largest online shopping festival in the world, is just six months away. The economy is facing external challenges like tariffs, yet key sectors show underlying resilience. We discuss what brands and retailers need to know to prepare for the upcoming festival, covering the country’s macroeconomic context and leveraging proprietary survey analysis to explore consumer sentiment.

Infographic | May 9, 2025 Free Report

Three Data Points We’re Watching This Week, Week 19: China and US Consumer Sentiment in Focus

Discover key data points we are watching in week 19 of 2025. This week, we spotlight proprietary survey findings that reveal the current state of consumers’ economic and financial sentiment in the US and China.

Deep Dive | May 8, 2025 Databank Members

Financial Optimism Falls to Lowest Recorded Level: China Consumer Survey Insights

We analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report spotlights volatility in consumers’ expectations for the economy and their personal finances against a backdrop of new US tariffs, with recent severe declines in financial optimism.

Deep Dive | April 15, 2025 Databank Members

Financial Sentiment Falls to 14-Month Low Ahead of Reciprocal Tariffs, But Policy Measures Aim to Stabilize Economy: China Consumer Survey Insights

We analyze proprietary survey data to uncover declining trends in consumer sentiment in China ahead of new US tariffs. We also present an update on consumer behavior and shopping trends.

Infographic | April 10, 2025 Free Report

4Q24 Earnings Season Wrap-Up: Which Companies Missed, Beat and Fell in Line with Expectations?—Infographic

Explore which companies beat consensus expectations and which missed consensus expectations during 4Q24 (the fourth quarter of 2024) earnings season with this infographic, covering more than 90 of the companies on the Coresight 100, our focus list of retailers and brand owners.

Insight Report | April 9, 2025

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Breathing Space for US Retailers and Brands: US Tariffs Paused for 90 Days But Hiked Further for China

US President Trump has announced a 90-day pause on reciprocal tariffs for countries excluding China—introducing a lower 10% rate in the interim—while simultaneously escalating tariffs on Chinese imports to a staggering 125%. In this report, we unpack the implications of the latest tariff restructuring, offering insights for brands and retailers looking to navigate the increasingly volatile trade environment.

Deep Dive | April 9, 2025 Premium

What You Need to Know About US Tariffs and Consumers’ and Retailers’ Reactions—April 2025 Update

What are the impacts of new US tariffs on the retail industry and the economy? How are consumers and retailers responding? Find out in our new report, which explores economic disruption, consumer sentiment and retail strategies, drawing on proprietary survey data and industry interviews.

Deep Dive | April 3, 2025 Premium

4Q24 Earnings Season Wrap-Up: Widespread Positive Sales Growth Recorded This Quarter

We analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the fourth quarter of 2024, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes.

Deep Dive | March 10, 2025 Databank Members

Financial Confidence Falls to New Low Following US Tariff Imposition: China Consumer Survey Insights

We analyze new, proprietary survey data on consumers’ expectations for their personal finances and the economy in China, against a backdrop of new US tariffs. We also present an update on consumer behavior and shopping trends.

Insight Report | February 21, 2025 Premium

Chinese New Year 2025 Review: From Shopping to Screens—How Younger Consumers Boosted Spring Festival Spending

How did consumers celebrate Lunar New Year this year and where did they direct their spending? Explore the impact of Chinese New Year, also known the Spring Festival, including retail trends, consumer preferences and market opportunities that emerged during the holiday.

Infographic | February 14, 2025 Free Report

Three Data Points We’re Watching This Week, Week 7: Consumer Sentiment Focus

Understand consumer sentiment in the US and China with new survey data on consumers’ financial prospects and the impacts of tariffs. This graphic presents key insights from our research in week 7 of 2025.

Deep Dive | February 13, 2025 Databank Members

Mixed Signals—Economic Optimism Continues But Consumers Feel the Strain on Personal Finances: China Consumer Survey Insights

Consumer sentiment in China has exhibited significant volatility in recent months. Dive into our new survey data to uncover how consumer expectations for their personal finances and the economy are diverging, against a backdrop of ongoing stimulus measures and new US tariffs. We also present an update on consumer behavior and shopping trends.

Insight Report | January 29, 2025 Premium

Chinese New Year 2025: New Trends—Domestic Travel and Subsidy-Boosted Spending

Happy Chinese New Year! How are consumers in China celebrating? Dive into Spring Festival trends and retail activities, with a focus on travel and the impacts of government subsidies.