Insight Report | October 17, 2025 Premium Singles’ Day 2025: Three Trends To Look For as AI Moves Center StagePreviewing Singles’ Day 2025: Read to discover three trends to look for as AI moves center stage. Read More
Deep Dive | October 13, 2025 Databank Members Consumer Optimism Softens Ahead of Golden Week: China Consumer Survey InsightsWe analyze proprietary weekly survey data to track consumer sentiment and financial sentiment in China in the lead up to Golden Week 2025. Read More
Company Profile | October 8, 2025 Premium Walmart (NYSE: WMT) Company ProfileWalmart is a US-based retailer of apparel, footwear, general merchandise and groceries. Headquartered in Bentonville, Arkansas, the company operates stores across the US and 24 other countries. Read More
Deep Dive | October 6, 2025 Premium Playbook: GenAI To Reinvent Supply ChainsReinvent retail supply chains with generative AI—explore strategies, technologies, risks, and ethics shaping the future of GenAI in supply chain. Read More
Deep Dive | September 17, 2025 Premium Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff ConcernsWe analyze the recent performance of selected retailers, brands and e-commerce platforms (Coresight 100 companies mostly based in the US) in the second quarter of 2025, covering revenues, earnings per share and comps, and considering consensus estimates and year-over-year changes. Read More
Deep Dive | September 15, 2025 Databank Members Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey InsightsAs new US-China tariffs are paused again, our unique weekly surveys find consumer sentiment improving in China. Discover what this stability means for economic growth in 2025. Read More
Insight Report | August 27, 2025 Premium CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in EfficiencyExplore what and why Agentic AI can bring to businesses, by creating digital workforces to transform retail, automate customer service, and optimize supply chains. Read More
Analyst Corner | August 24, 2025 Register for Free Access Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik BhatiaIn this week’s Analyst Corner, Manik Bhatia, Head of Custom Research, discusses key reasons why India is primed for a particularly blockbuster festive-sale season in 2025. Read More
Deep Dive | August 19, 2025 Premium Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich FlagshipsDiscover luxury brand owners’ approaches to retail real estate. Understand why luxury companies are taking greater ownership of their real estate—and which consumer groups the next generation of flagship stores is designed to serve. Read More
Analyst Corner | August 17, 2025 Register for Free Access Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John MercerIn this week’s Analyst Corner, John Mercer, Head of Global Research and Managing Director of Data-Driven Research, discusses consumer sentiment trends we are seeing in China and the US, based on data from our proprietary weekly surveys, including the factors that likely supported consumer confidence in China and the US ahead of expected new tariffs. Read More
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
