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.

Insight Report | May 9, 2022 Premium

Building Blocks of the Metaverse: 5G

As part of our Building Blocks of the Metaverse series, we discuss the background and technological structure of 5G wireless connectivity, explore its relationship with the metaverse and present key things that brands and retailers should know about 5G.

Analyst Corner | May 8, 2022

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Weinswig’s Weekly: Buckle Up, Consumers—Higher Shipping Charges Are Likely Coming Down the Pike

This week’s note “From the Desk of Deborah Weinswig” discusses the prospects for retailers to pass on higher shipping costs to consumers.

Deep Dive | May 6, 2022 Premium

Retail-Tech Landscape: Digitally Native Vertical Brands (DNVBs)

Digitally native vertical brands (DNVBs) position their success on their ability to directly understand and respond to today’s consumers’ unmet needs. We present selected digitally native vertical brands across compelling online retail categories
Find more DNVBs on our new DNVB Databank, under the Data tab of this website.

Insight Report | May 5, 2022 Premium

Supply Chain Briefing: Lockdowns in China, New Phase of Chartered Ships and US Government Funding for Ports

As part of our Supply Chain Briefing series, we examine how the lockdowns in China are impacting the global supply chain. We also discuss companies’ decisions to charter their own freighters and the US government’s funding allocation to bolster US ports and waterways.

Insight Report | May 4, 2022 Premium

US and China Quarterly Economic Update, 1Q22: Supply Chain Challenges and Covid-19 Lockdowns Result in Troublesome First Quarter

Our Quarterly Economic Update discusses macroeconomic indicators from the US and China, including GDP and industrial production. We look at recently released data for the first quarter of 2022, which show GDP shrinkage in the US and further slowdown in growth momentum in China.

Insight Report | May 3, 2022 Premium

Earnings Insights 1Q22, Week 1: Albertsons, Columbia Sportswear and Kimberly-Clark Raise Guidance; Amazon First-Party Sales Decline

Our weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers as they report first-quarter 2022 earnings. This week features highlights from companies that reported in the week ended May 1, 2022, namely Albertsons, Amazon, Columbia Sportswear and Kimberly-Clark.

Insight Report | May 2, 2022 Premium

Metaverse Latest: The Race To Build IoT Digital Twins and the Power of 3D Game Engines

As part of our Metaverse Latest series, we present recent developments and notable trends in the metaverse space—covering the race to build digital twins of real-world objects and the increasing power of 3D game engines.

Analyst Corner | May 1, 2022

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Weinswig’s Weekly: E-Commerce Retailers Fight for Eyeballs Using Two Strategies as Digital Costs Rise

This week’s note “From the Desk of Deborah Weinswig” discusses e-commerce retailers’ heightened competition and the two opportunities they are pursuing to alleviate soaring marketing costs.

Deep Dive | April 28, 2022 Premium

Sustainability in Luxury: How Can Companies Meet Consumer Demand?

Sustainability has been front-and-center in companies’ strategies in recent years, with the pandemic underscoring its importance for consumers and businesses alike. We explore how luxury companies can best position themselves to meet consumer demand for increased environmental accountability, through the lens of our proprietary EnCORE framework.

Event Coverage | April 26, 2022 Premium

Lululemon Athletica Analyst Day 2022: Company Plans To Double Revenues to $12.5 Billion by FY26

We present key insights from Lululemon Athletica’s Analyst Day on April 20, 2022, covering its the Power of Three x2 strategy and the company’s plans to double its revenues by 2026 by doubling its men’s business and e-commerce, quadrupling its international business and continuing to prioritize sustainable initiatives.

Insight Report | April 26, 2022 Premium

April 2022 Monthly Consumer Update: US, UK and China

Analyzing consumer demand in March 2022, we saw slowed retail sales growth in both the UK and the US, and total retail sales decline in China. We assess these trends and consider wage growth and food and fuel prices in these three markets.

Insight Report | April 25, 2022 Premium

Building Blocks of the Metaverse: Immersive Technologies

As part of our Building Blocks of the Metaverse series, we discuss key immersive technologies, explore their relationships with the metaverse, and consider what brands and retailers should know about them.

Analyst Corner | April 24, 2022

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Weinswig’s Weekly: The Time for Personalization Is Now

This week’s note “From the Desk of Deborah Weinswig” discusses the path ahead for personalization in retail.

Event Coverage | April 21, 2022

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How Are Chinese Consumers Embracing Sustainability? Coresight Research x Alibaba Webinar

We present our top insights from our recent webinar in partnership with Alibaba, How Are Chinese Consumers Embracing Sustainability? Read about China’s national sustainability goals, Chinese consumers’ attitudes to sustainability and opportunities to drive growth.

Insight Report | April 20, 2022 Premium

March 2022 China Retail Sales: Lockdowns Prompt First Sales Declines in 20 Months

We review the latest data for retail sales in China showing that in March 2022 year-over-year sales declined while online sales accelerated. Our report analyzes retail sales in total and by sector.