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.

Deep Dive | September 17, 2025 Premium

Earnings Insights 2Q25: Wrap-Up—Most Companies See Sales Improvement Despite Tariff Concerns

We 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.

Deep Dive | September 15, 2025 Databank Members

Consumer Sentiment Climbs from July Trough, as Tariff Truce Extended: China Consumer Survey Insights

As 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.

Insight Report | August 27, 2025 Premium

CEO Brief: Agentic AI—Creating a Digital Workforce to Achieve Enormous Leaps in Efficiency

Explore what and why Agentic AI can bring to businesses, by creating digital workforces to transform retail, automate customer service, and optimize supply chains.

Analyst Corner | August 24, 2025

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Analyst Corner: Why India Retail is Primed for a Blockbuster Festive-Sale Season, with Manik Bhatia

In 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.

Deep Dive | August 19, 2025 Premium

Global Luxury—Real Estate Insights: Brands Move from Tenants to Landlords, with Innovative, Experience-Rich Flagships

Discover 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.

Analyst Corner | August 17, 2025

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Analyst Corner: What Happened with US and China Consumer Sentiment on the Eve of Expected Tariffs? with John Mercer

In 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.

Deep Dive | August 13, 2025 Databank Members

Sentiment Holds Steady As August Tariffs Deadline Looms: China Consumer Survey Insights

We 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.

Insight Report | August 11, 2025 Premium

Three Months to Singles’ Day 2025: Simplified Promotions, Government Support and Payment Ecosystem Convergence To Fuel Growth

We 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

Insight Report | August 1, 2025 Premium

China’s 6.18 Shopping Festival 2025: Promotion Rules Simplified, Extended Festival Duration and Governmental Strategies

China’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.

Insight Report | July 29, 2025 Premium

The New AI Unicorn—Reka AI Secures $110 Million from NVIDIA and Snowflake: What You Need to Know

NVIDIA 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.

Analyst Corner | July 27, 2025

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Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie Poon

In 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.

Deep Dive | July 24, 2025 Premium

Retail 2025: China Retail Predictions—Midyear Trends Update

Review 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?

Analyst Corner | July 13, 2025

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Analyst Corner: Agentic AI Will Change Shopping and Selling, with John Harmon

In 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.

Deep Dive | July 10, 2025 Databank Members

6.18 Shopping Festival Helps Lift Consumer Sentiment After Recent Lows: China Consumer Survey Insights

We 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.

Insight Report | June 19, 2025 Premium

Head-to-Head in Global Luxury Retailing: Kering vs. LVMH

As 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.