October 17, 2025 Insight Report 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.
October 13, 2025 Deep Dive 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.
October 6, 2025 Deep Dive 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.
September 17, 2025 Deep Dive 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.
September 15, 2025 Deep Dive 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.
August 27, 2025 Insight Report 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.
August 24, 2025 Analyst Corner 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.
August 19, 2025 Deep Dive 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.
August 17, 2025 Analyst Corner 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.
August 13, 2025 Deep Dive 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.
August 11, 2025 Insight Report 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
August 1, 2025 Insight Report 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.
July 29, 2025 Insight Report 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.
July 27, 2025 Analyst Corner 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.
July 24, 2025 Deep Dive 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?
