Question of the Week | May 27, 2019 Free Report Why Do Chinese Consumers Buy Fresh Food Online?QUESTION OF THE WEEK: Why Do Chinese Consumers Buy Fresh Food Online? Read More
Company Earnings Update | May 24, 2019 Register for Free Access Vipshop (NYSE: VIPS) 1Q19 Results Beat Consensus Thanks to Improved Product Assortment in Apparel and Increase in Active CustomersVipshop reported 1Q19 revenues of ¥3 billion, up 7.3% year over year and beating the consensus estimate of ¥20.5 billion. Read More
Insight Report | May 23, 2019 Premium Insights from China: China’s Economic Growth SlowsThis week, we look at China’s slowing economic growth. Read More
Company Earnings Update | May 22, 2019 Register for Free Access Pinduoduo (NASDAQ: PDD) 1Q19 Results: Online Marketing Services Boost Revenues, Operating Margin Impacted by Soaring CostsPinduoduo reported 1Q19 revenues of ¥4.5 billion, up 228% year over year and beating the consensus estimate of ¥4.1 billion. Read More
Market Navigators/Market Outlook | May 22, 2019 Premium Sector Overview: Convenience Stores — Technology Adding Greater ConvenienceEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on the convenience store sector. Read More
Deep Dive | May 21, 2019 Premium Understanding Fresh Food E-Commerce in ChinaThe gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in 2019 from ¥62.2 billion in 2016, according to iiMedia. Read More
Insight Report | May 21, 2019 Premium New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with SuningAlibaba is accelerating its global expansion by allowing merchants in selected countries to sell on AliExpress and launching the “The New Chinese Goods Project.” Read More
Deep Dive | May 20, 2019 Premium The $13 Billion US Women’s Underwear Industry: Disruption Creates OpportunityThe $13.1 billion US women’s underwear market is changing. Traditional market leaders are losing market share to athletic retailers or digitally native, smaller brands. Body positivity and inclusivity are central to an evolving definition of “sexy”. Technology is enabling brands to improve fit and bring new designs to market. Read More
Company Earnings Update | May 20, 2019 Register for Free Access Compagnie Financière Richemont (SWX: CFR) FY19 Results: Sales and Profits Jump After YNAP AcquisitionCompagnie Financière Richemont reported FY19 revenues of €14.0 billion, slightly above the €13.9 billion consensus estimate recorded by S&P Capital IQ, and up 27.3% year over year. Read More
Insight Report | May 20, 2019 Premium AI Fast Becoming Retail’s Preeminent Technology: Revisiting the CORE FrameworkArtificial intelligence (AI) has established itself as the preeminent technology in retailing. We outline the four overarching use-cases for AI in retail companies identified in our CORE framework. Read More
Company Earnings Update | May 17, 2019 Register for Free Access Walmart (NYSE: WMT) 1Q20 Results: Mixed Results, Year on Track Despite Tough Comparison and Currency Headwinds in Q2Walmart reported mixed fiscal 1Q20 results, however the company remains on plan to hit its full-year targets. US e-commerce grew a healthy 37%. Read More
Company Earnings Update | May 17, 2019 Register for Free Access Alibaba (NYSE: BABA) 4Q19 Results: Strong Revenue Growth Driven by China Retail MarketplacesAlibaba reported 4Q19 revenues of ¥93.5 billion ($13.9 billion), up 51% year over year and beating the consensus estimate of ¥91.7 billion ($13.3 billion). Read More
Company Earnings Update | May 16, 2019 Register for Free Access Tencent (HKEX: 0700) 1Q19 Results: Beats Consensus on EPS, Announces New Fintech and Business Services SegmentTencent reported light 1Q19 revenues but beat consensus on EPS. The company announced a new $3.2 billion FinTech and Business Services segment. Read More
Deep Dive | May 16, 2019 Premium Luxury Differentiation via (Social) Values, Sustainability and Limited-Run CollaborationsLuxury brands are employing social values, sustainability and limited-run collaborations to enhance their brand positioning and attract new luxury consumers. Read More
Company Earnings Update | May 16, 2019 Register for Free Access Cisco (NASDAQ: CSCO) 3Q19 Results: Beats Consensus Estimates, Building a New Architecture for Future TechnologiesCisco’s fiscal 3Q19 results beat consensus estimates, and management outlined a new, secure architecture that can accommodate AI, IoT, 5G and several more future technologies. Read More
