Event Coverage | September 26, 2019 Register for Free Access Alibaba Investor Day 2019: Day 2 InsightsOn the 2019 Alibaba Inverstor Day 2, management provided financial updates and outlook, as well as how Alibaba’s digital ecosystem helps merchants to do business anywhere. Read More
Company Earnings Update | September 25, 2019 Register for Free Access Nike (NYSE: NKE) 1Q20 Results: Growth Across All Geographies, Led by Product Innovation and DigitalNike 1Q20 revenues rose 7.1% to $10.66 billion, driven by growth across all geographies, beating the $10.44 billion consensus estimate. Read More
Event Coverage | September 25, 2019 Register for Free Access Alibaba Investor Day 2019: Day 1 InsightsOn the 2019 Alibaba Investor Day 1, management team provided an overview of each business unit performance and its strategic plan to help merchants grow. Read More
Insight Report | September 24, 2019 Premium Retail-Tech Landscape: The Internet of ThingsThe Internet of Things (IoT) improves retail operations and transforms the consumer shopping experience. This report continues our Retail-Tech Landscape series. It lists notable companies that are utilizing the IoT to provide applications focused around improving consumer engagement, measuring and analyzing shopper behavior and managing supply chains, inventory, store operations, payments and waste management. Read More
Insight Report | September 24, 2019 Premium New Retail Briefing: Tencent Develops New Credit Payment Product“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond. Read More
Insight Report | September 23, 2019 Premium China National Day Golden Week 2019 PreviewTo celebrate China’s National Day of China and encourage Chinese to travel and spend, China has a seven-day golden week holiday every year, from October 1 (National Day) to October 7. Chinese tourists travel heavily during golden week, which in turn boosts both domestic and global retail sales. Read More
Analyst Corner | September 20, 2019 Register for Free Access Weinswig’s Weekly — September 20, 2019This week’s note “From the Desk of Deborah Weinswig” looks at India’s Big Billion Days shopping festival. Read More
Flash Report | September 18, 2019 Register for Free Access China’s Mid-Autumn Festival Holiday Sees Steady Growth in Consumer SpendingSpending during this year’s Mid-autumn Festival suggests Chinese consumer spending remains buoyant. Spending on travel, cultural events and cinemas saw solid, and in some cases very strong, growth during the holiday. Read More
Insight Report | September 17, 2019 Premium Insights from China: Brand MashupsThe Chinese consumer goods market is unusually fast-moving and innovative, and brands are working hard to drive excitement among shoppers. We have previously discussed how brands have launched unusual adaptations, often in partnership with online platforms such as Tmall. Brand mashups are a part of this innovative approach. Read More
Company Earnings Update | September 17, 2019 Register for Free Access Inditex (BME: ITX) 1H19 Results: Revenue Up, Promoting SustainabilityInditex reported 1H19 revenues of €12.8 billion, up 6.6%; EPS of €0.50, up 8.7%; and predicts its new sustainably made line will grow 110% for the year and by 2020 will represent 25% of all clothing sold by Inditex. Read More
Insight Report | September 16, 2019 Premium Introducing the SCORE Framework for Artificial Intelligence in Grocery RetailWith this report, we introduce Coresight Research’s SCORE framework for AI in grocery retailing. This framework segments use cases into five critical areas. Read More
Event Coverage | September 16, 2019 Register for Free Access Highlights from the Taobao Maker Festival 2019The Coresight Research team attended the Taobao Maker Festival 2019 in Hangzhou, China, on September 12. Alibaba’s Taobao Maker Festival, first launched in 2016, celebrates the “maker spirit” of Chinese merchants and designers, and how that spirit is resonating among China’s young generation (millennials and Gen Zers). Read More
Event Coverage | September 16, 2019 Register for Free Access Gap Investor Day 2019: Athleta Opening First Outlet Store; Activewear Fastest Growing Category at Old NavyOld Navy and Athleta are expanding inclusive sizing. Athleta has grown at a 23% CAGR over the past 7 years and will open its first outlet store. Read More
Analyst Corner | September 13, 2019 Register for Free Access Weinswig’s Weekly — September 13, 2019This week’s note “From the Desk of Deborah Weinswig” looks at how warehouse clubs have been upping their digital games following the Amazon–Whole Foods acquisition. Read More
Event Coverage | September 12, 2019 Register for Free Access L Brands Investor Day, 2019: Revenue Growth Driven by Bath & Body Works; Product Innovation at Victoria’s Secret is #1 PriorityRevenue at L Brands has been driven by growth at Bed Bath & Beyond (BBW). L Brands is targeting PINK at 19-year-old college student-like consumers, a demographic that totals 30 million. PINK brand hopes to grow its “Seamless” workout business to $1 billion by 2022. Read More
