April 6, 2021 Free Data Graphic Free Report Three Things You Need To Know: New Retail in China—Developments in March 2021We present Three Things You Need To Know on New Retail in China: Developments in March 2021.
April 5, 2021 Insight Report Premium New Retail in China: Tencent Invests in Rakuten, Seeks Collaboration in E-CommerceWe discuss recent developments in New Retail in China, including Tencent’s investment in Japanese e-commerce solutions provider Rakuten. We also discuss the latest funding update for JD Property and Pinduoduo’s renewed commitment to digitalizing its agricultural product supply chain.
April 4, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: As E-Commerce Surged, How Did Retailers’ Variable Costs Shape Up?This week’s note “From the Desk of Deborah Weinswig” considers how the boom in online sales impacted variable costs at major digital-first retailers.
March 31, 2021 Deep Dive Premium Think Tank: Community Group Buying in China—Advantages of the Model and Future ProspectsCoresight Research’s new Think Tank series delves into the trends and segments that we have identified as presenting growth opportunities in retail in 2021 and beyond. In this report, we explore the community group-buying market in China, covering a timeline of key developments and the advantages that the model presents for both consumers and retailers. We discuss the key players in the China market—including startups and Internet giants—and consider the future of the market in China and internationally.
March 30, 2021 Insight Report Premium February 2021 Monthly Consumer Update: US, UK and ChinaAnalyzing consumer demand in February 2021, we saw solid retail sales growth in the US, while the UK posted its third consecutive month of decline. China saw very high growth momentum, owing to weak comparatives from 2020. We also consider wage growth and food and fuel prices in these three markets.
March 28, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Spring Has Sprung (at Least in New York City) and Residents Start To Look Toward SummerThis week’s note “From the Desk of Deborah Weinswig” discusses the impact of US lockdowns on seasonal spending, including our outlook for Easter retail.
March 26, 2021 Event Coverage Register for Free Access Alibaba’s Tmall Global Summit: Retail Opportunities and Strategies for Success in China’s E-Commerce MarketDeborah Weinswig, CEO and Founder of Coresight Research, moderated Alibaba’s Tmall Global Summit on March 25, 2021. We present three key insights from the event, covering a framework for brands to enter the China market, strategies for startups to go global and recommendations for brands to succeed in China.
March 21, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Get Ready as We Annualize the Great DisruptionThis week’s note “From the Desk of Deborah Weinswig” predicts a volatile period for US retail as it annualizes the troughs from 2020 and as a third round of stimulus checks hit consumers’ bank accounts.
March 17, 2021 Insight Report Premium Adidas Investor Day 2021: “Own the Game” Strategy Focuses on Brand Credibility, Consumer Experience and SustainabilityThe Coresight Research team attended the Adidas virtual Investor Day 2021. We present key insights from the event, covering the company’s performance in 2020 and the three initiatives central to its “Own the Game” strategy moving forward.
March 17, 2021 Insight Report Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020.
March 14, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Walmart Makes a Second Splash on TikTok with a Beauty-Focused LivestreamThis week’s note “From the Desk of Deborah Weinswig” discusses Walmart’s foray into livestreaming via TikTok, with the retailer having hosted a beauty-focused event on March 11, 2021.
March 10, 2021 Market Navigators/Market Outlook Premium Market Outlook: Apparel and Footwear in the US, the UK and China—Prospects for 2021 and BeyondIn this Market Outlook, we discuss the recovery of the apparel and footwear market in a pandemic-impacted retail environment, with a focus on the US, the UK and China. We provide our market sizing estimates for 2021 and beyond, and we consider the primary trends that will drive demand. This report also explores e-commerce penetration, the competitive landscape, US retail innovators and key themes—including a shift to DTC, the importance of sustainability and the rise of athleisure.
March 9, 2021 Insight Report Premium New Retail in China: Tencent Pilots Centralized Portal for WeChat Mini ProgramsWe discuss recent developments in New Retail in China, including Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs. We also discuss the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni.
March 7, 2021 Analyst Corner Register for Free Access Weinswig’s Weekly: Amazon Launches Its First UK Grocery Store as It Licenses “Just Walk Out” Technology in Travel RetailThis week’s note “From the Desk of Deborah Weinswig” discusses two new retail ventures using Amazon’s “Just Walk Out” technology.
March 2, 2021 Insight Report Premium China Retail Insights: How Are Emerging Offline Beauty Retailers Winning Young Shoppers?Beauty was one of the most resilient discretionary categories in China in 2020, and a new wave of domestic offline beauty retailers is emerging. We explore how these new brick-and-mortar beauty retailers are achieving success in the China market by enhancing the shopping experience and gaining huge exposure on social media to appeal to young Chinese consumers.
