May 9, 2019 Insight Report Premium Insights from China: The Second Belt and Road ForumAt the second Belt and Road Forum, China’s president Xi sought to emphasize the country’s desire to open to the outside world, and listed outcomes of the Belt and Road Initiative.
May 8, 2019 Market Navigators/Market Outlook Premium Enterprise Wearables: A Dynamic MarketIn this report, we review the market for enterprise wearables: Devices used in business environments for work. We estimate global shipments for enterprise wearables were approximately 10.4 million units in 2018, and expect this total to reach more than 23 million units by 2022.
May 8, 2019 Insight Report Premium US and China Quarterly Economic Update: Data Shows Resilience in US and China EconomiesUS GDP increased by an annual seasonally adjusted rate of 3.2% in the first quarter of 2019, versus 2.2% in the fourth quarter of 2018. GDP in China increased 6.4% year over year in the first quarter of 2019, the same as the previous quarter.
May 7, 2019 Flash Report Register for Free Access President Trump Threatens Additional Tariffs on Chinese Imports Ahead of Crucial Trade TalksThe latest development of increasing tariffs for Chinese goods adds uncertainty to US-China trade negotiations, although it appears to be a negotiating tactic: Turning up the heat on China immediately before crucial talks.
May 7, 2019 Company Earnings Update Register for Free Access Adidas (DB: ADS) 1Q19 Results: Double-Digit Growth in Asia Pacific and 16% in China Drive Operating Margin ExpansionDouble Digit Growth in Asia-Pacific and 16% in China Drive Operating Margin Expansion
May 7, 2019 Insight Report Premium New Retail Briefing #9: Taobao Opens Taostyle for Online Clothing Brands; JD.com Seeks Fresh Food Partnerships in Southeast AsiaTaobao launched a multi-label physical store to bring the independent clothing brands selling on its platform offline.
May 7, 2019 Company Earnings Update Register for Free Access Brookfield Property Partners (NASDAQ: BPY) 1Q19 Results: Beats Consensus by a Penny, Completes Share and Unit RepurchasesBrookfield Property Partners reported FFO (funds form operations) that beat consensus estimates by a penny. During the quarter, the company completed one announced plus one another share and unit repurchase.
May 5, 2019 Company Earnings Update Register for Free Access Hanesbrands (NYSE: HBI) 1Q19 Results: Strong Champion Sales Propelled GrowthHanesbrands reported robust 1Q19 revenue growth driven by US activewear and Champion subsidiary sales.
May 3, 2019 Analyst Corner Register for Free Access WEINSWIG’S WEEKLY MAY 3 2019This week, Deborah Weinswig discusses the slowing of growth in two aspects of Amazon’s retail business, and wonders whether that might be the reason the online giant is bringing one-day delivery to the US.
May 2, 2019 Insight Report Premium Alibaba and JD.com Battle it Out for Dominance of China’s Online Luxury MarketAlibaba and JD.com have operated app-only luxury channels since 2017: Tmall Luxury Pavilion and Toplife, respectively. Both channels have enlisted over 100 brands to sell their wares so far.
May 2, 2019 Company Earnings Update Register for Free Access Taubman Centers (NYSE: TCO) 1Q19 Results: Beats Consensus Estimates, Updates 2019 Guidance for The Gardens Mall AcquisitionTaubman Centers beat consensus estimates on the top and bottom lines and updated 2019 guidance to reflect The Gardens Mall acquisition.
May 2, 2019 Company Earnings Update Register for Free Access Estée Lauder (NYSE: EL) 3Q19 Results: Asia Pacific Markets Grow Double Digits; Raises Sales and EPS Guidance for Full YearEstée Lauder reported 3Q19 revenues of $3.7B, up 11.1% yoy and beating the $3.6B estimate. Skin care, the company’s largest category at 46.6% of sales, rose 21%.
May 2, 2019 Insight Report Premium Insights from China: Generation Z Buys Now, Pays Later – and Expects Fast Delivery of Online OrdersGen Zers in China are digitally native, rather impatient and open to taking on debt to pay the things they want.
April 30, 2019 Insight Report Premium March 2019 Monthly Consumer Update: US, UK and ChinaIn March, US gasoline-price deflation eased to near-zero, contributing to an uptick in overall consumer price inflation. China retail sales growth picked up pace to 8.7% year over year.
April 30, 2019 Insight Report Premium In China, Luxury Brands Turn to Pop-Up Stores to Offer Experiences and Build Their Brands with Younger ConsumersPop-up stores represent a way for luxury brands to engage with customers, showcase limited edition products, offer personalized experiences and demonstrate brand identity with a low-cost, physical presence. This report uses luxury brands’ pop-up stores in China as examples.
