Deep Dive | August 13, 2025 Databank Members Sentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey InsightsWe analyze proprietary survey data to track consumer sentiment and financial sentiments in China. This report shows stable optimism in July 2025, ahead of new August tariffs. Read More
Insight Report | August 11, 2025 Premium Three Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel GrowthWe pinpoint three trends that are reshaping China’s e-commerce sector and shopping festivals, such as Singles’ Day 2025—simplified promotions, government stimulus campaigns and the convergence of e-commerce and payment platforms Read More
Insight Report | August 1, 2025 Premium China’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental StrategiesChina’s 2025 6.18 Shopping Festival drove growth via simplified discounts, extended duration and government subsidies. Key trends boosted sales, trust and sustainable e-commerce on platforms like Tmall and JD.com. Read More
Insight Report | July 29, 2025 Premium The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to KnowNVIDIA and Snowflake jointly led a $110 million funding round in Reka AI, propelling the startup to a valuation exceeding $1 billion. Learn more about Reka and its LLM model, and why companies are investing in it. Read More
Analyst Corner | July 27, 2025 Register for Free Access Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonIn this week’s Analyst Corner, Charlie Poon, Analyst, discusses the ways in which Labubu, a palm-sized toy, has become the current “it item” globally, and what its popularity with younger generations reveals about the current retail landscape. Read More
Deep Dive | July 24, 2025 Premium Retail 2025: China Retail Predictions—Midyear Trends UpdateReview how China retail trends and predictions are shaping up as of midyear 2025: How are Chinese consumers shopping, how are China’s retailers evolving and how is tech being deployed in retail? Read More
Analyst Corner | July 13, 2025 Register for Free Access Analyst Corner: Agentic AI Will Change Shopping and Selling, with John HarmonIn this week’s Analyst Corner, John Harmon, Managing Director of Technology Research, discusses how agentic AI will change how we shop, and how retailers will need to respond. Read More
Deep Dive | July 10, 2025 Databank Members 6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a lift in consumers’ economic and financial outlooks amid the 6.18 shopping festival. Read More
Insight Report | June 19, 2025 Premium Head-to-Head in Global Luxury Retailing: Kering vs. LVMHAs part of our Head-to-Head series, we compare Kering and LVMH, the two leading houses in the global luxury sector. Delve into key insights on these companies’ revenues, markets of operation, digital strategies and more. Read More
Deep Dive | June 19, 2025 Premium Navigating TikTok’s Uncertainty: Analyzing Challenges and Emerging User Migration TrendsWhat would a TikTok ban mean for the social media landscape in the US? We analyze proprietary US consumer survey findings to discuss the implications of TikTok’s uncertainty for other social media platforms as well as brands and advertisers. Read More
Infographic | June 13, 2025 Free Report Three Data Points We’re Watching This Week, Week 24: Consumer Sentiment Improves: US vs. ChinaDiscover key data points we are watching in week 24 of 2025. This week, we highlight consumers’ expectations for their personal financial situation, presenting proprietary survey findings on consumer sentiment in the US and China. Read More
Deep Dive | June 11, 2025 Databank Members Consumer Sentiment Shows Signs of Improvement Amid Temporary Tariff Reduction: China Consumer Survey InsightsWe analyze proprietary survey data to uncover consumer sentiment, behavior and shopping trends in China. This report reveals a rebound in economic and financial optimism following the US government’s announcement of a temporary reduction in tariffs. Read More
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—InfographicDiscover 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. Read More
Analyst Corner | June 1, 2025 Register for Free Access Analyst Corner: Chinese Consumers Still Embrace International Brands—If Those Brands Deliver: Three Key Findings from a New Study, with John HarmonIn 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. Read More
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 KnowChina’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. Read More
