Flash Report | February 27, 2020 Register for Free Access Coronavirus Briefing: Four Positive Takeaways from the Outbreak for Retailers in ChinaAs the coronavirus outbreak continues, we consider the positive takeaways for retailers in China. We discuss the effects of the current consumer preference for e-commerce over brick-and-mortar shopping, in both grocery and nonsectors sectors; the marketing opportunities provided by Chinese super app WeChat; and the increasing consumer focus on health and wellness. Read More
Insight Report | February 26, 2020 Premium January 2020 Monthly Consumer Update: US, UK and ChinaWe analyze key metrics that reflect consumer demand in the US, the UK and China. In these updates, we focus on direct, leading indicators of the health of the consumer economy: wage growth, price changes and retail sales growth. Read More
Insight Report | February 25, 2020 Premium New Retail Briefing: Amid Coronavirus Disruption, JD.com Turns to Drones and Robots for DeliveryJD.com uses drones to deliver orders during the coronavirus outbreak; Alibaba helps farmers to sell fresh produce; and Kenzo opens a flagship store on Tmall Luxury Pavilion. Read More
Insight Report | February 24, 2020 Premium Insights from China: Opportunities for Brands in WeChatWe look at the marketing and service opportunities in China’s WeChat super app. We discuss how brands and retailers—including Dior, Hermés and L’Oréal’s Giorgio Armani—are capitalizing on the app’s diverse functionality to reach consumers and drive sales. Read More
Flash Report | February 24, 2020 Register for Free Access Coronavirus Briefing: China’s Outbound Tourism Will Be Hurt, but Possibly Not for LongChinese outbound travelers led spending in tourism globally before the coronavirus outbreak. We discuss the potential short-term impact that the virus could therefore have on the tourism industries of popular destinations among Chinese travelers. We also consider how a decline in the number of international tourists from China could affect airport retail sales. Read More
Analyst Corner | February 23, 2020 Register for Free Access Weinswig’s Weekly—February 23, 2020This week’s note “From the Desk of Deborah Weinswig” looks at the reports of the death of online-only retail—are they exaggerated? Read More
Event Coverage | February 21, 2020 Register for Free Access Highlights from Walmart’s 2020 Investment Community MeetingWalmart held its 2020 investor day in New York, outlining ambitious plans to move into healthcare and profiling the secrets to success in China and India. In both markets, the company has grown organically and through acquisitions. Read More
Insight Report | February 20, 2020 Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market. Read More
Flash Report | February 19, 2020 Register for Free Access Coronavirus Briefing: Outbreak Disrupts Global Supply Chain, Particularly in FashionFactories in China have been operating at partial capacity due to the coronavirus outbreak, impacting on supply chains globally. With the duration of the outbreak still uncertain, we consider the potential short-and long-term effects of labor shortages and transportation restrictions on the apparel and smartphone market segments in particular. Read More
Deep Dive | February 17, 2020 Premium Chinese E-Commerce Platforms: Exploring the Diverse Opportunities for BrandsWe assess China’s e-commerce landscape, which has evolved over the years to become more diverse, encompassing different verticals, cross-border commerce and social media. We highlight the moves being made by major players in the sector—such as Alibaba and JD.com—to drive traffic and better serve consumers, as well as discussing the opportunities in the China market that these platforms are offering brands and retailers. Read More
Analyst Corner | February 15, 2020 Register for Free Access Weinswig’s Weekly—February 16, 2020This week’s note “From the Desk of Deborah Weinswig” looks at whether this year could be the tipping point for sustainability in fashion. Read More
Flash Report | February 14, 2020 Register for Free Access Coronavirus Briefing: Outbreak Drives Four Innovative Retail Trends in ChinaWith the Chinese government advising people to stay indoors and avoid public places, the coronavirus outbreak is driving four key retail trends in China as retailers look to provide alternative access to their products for consumers. We discuss the introduction of innovative logistics and delivery methods—including drones—as well as the “shared staff” concept being pursued by major supermarket chains. Read More
Flash Report | February 13, 2020 Register for Free Access Coronavirus Briefing: What Can We Learn from the Swine Flu Pandemic of 2009?We compare the coronavirus outbreak to the swine flu pandemic of 2009, assessing the worldwide social and economic impact of each. With the coronavirus on the verge of becoming a pandemic, we consider the actions that governments are taking to prevent its spread, as well as the significant threat it could pose to global economic growth. Read More
Event Coverage | February 13, 2020 Register for Free Access Highlights from the “Introduction to Tmall Global” Webinar: International Opportunities and the Livestreaming TrendTmall Global held a webinar to promote its online prowess in the fast-growing China market, where younger consumers are embracing new purchasing channels—and shedding their parents’ frugal spending habits. Read More
Flash Report | February 12, 2020 Register for Free Access Coronavirus Briefing: Assessing the Impact on the Global Luxury MarketChinese outbound tourism has plummeted following the coronavirus outbreak—hitting hard luxury brands and retailers that have in recent years come to rely heavily on these consumers. How have luxury brands reacted, and what is their exposure? Read More
