Event Coverage | October 17, 2024 Premium China’s National Day Golden Week 2024: Wrap-Up—A Comeback for Consumption?Golden Week is a week-long national holiday in China, one characterized by travel and tourism spending. We analyze consumption and tourism trends observed during Golden Week 2024, examining what the results of the holiday week mean for the Chinese economy as a whole. Read More
Insight Report | October 14, 2024 Premium China Retail Insights: Countdown to Singles’ Day 2024, One Month To Go—Major Platforms Seek To Boost Growth by Supporting MerchantsWe shed light on the Singles’ Day plans of major Chinese e-commerce platforms Alibaba and JD.com as well as short-video/e-commerce platforms Douyin and Kuaishou, including their timelines, investment plans and other strategies for the shopping festival this year. Read More
Insight Report | August 20, 2024 Premium Earnings Insights 2Q24, Week 4: Alibaba, JD.com and Walmart Report Positive Sales GrowthOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on second-quarter 2024 earnings from companies that reported in the week ended August 18, 2024, including Alibaba, Capri Holdings, Tapestry and Walmart, among others. Read More
Deep Dive | August 19, 2024 Premium Style and Substance Through Value-Add Services and Omnichannel Strategies: Global Learnings in Apparel RetailingWorldwide, the apparel and footwear industry is undergoing a transformative shift driven by rapid advancements in digital technology and evolving consumer preferences. Building on our recent Market Navigator report, we explore the innovative strategies adopted by leading apparel and footwear retailers from China, the UK and the US to navigate the dynamic market landscape. Read More
Insight Report | August 12, 2024 Premium China Retail Insights: Countdown to Singles’ Day 2024, Three Months To Go—Brands Connect with Shoppers Through AI and LivestreamingHow are brands and online platforms in China successfully engaging with shoppers? Ahead of the Singles’ Day shopping festival, explore four pivotal trends shaping China’s fiercely competitive e-commerce landscape, from AI (artificial intelligence) to livestreaming. Read More
Deep Dive | July 11, 2024 Premium Luxury Retailing: Home and Away—Three Learnings for Growth Across Global MarketsCurrently, consumer shopping behaviors are shifting, meaning that luxury brands and retailers must embrace new strategies to remain relevant and competitive. We explore three key trends that are driving growth in global luxury retailing and major players’ recent responses to changing market forces. Read More
Insight Report | June 24, 2024 Premium China’s 6.18 Shopping Festival 2024: Sales Model Shifts, Low-Price Strategies, New Brands and LivestreamingThe 6.18 shopping festival is the second largest annual online shopping festival in China. What happened during this year’s event? Dive into performance data from Alibaba and JD.com, and discover four key trends, from sales model shifts to livestreaming. Read More
Deep Dive | June 19, 2024 Premium 1Q24 US Earnings Season Wrap-Up: Many Retail Companies Post Strong Sales ResultsWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the first quarter of 2024, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | May 21, 2024 Premium Earnings Insights 1Q24, Week 4: Alibaba and Walmart Report Sales Increases; The Home Depot and Under Armour See Sales DeclinesOur weekly Earnings Insights reports feature highlights from recent management commentary from major US retailers. This week, there are highlights on first-quarter 2024 earnings from companies that reported in the week ended May 19, 2024, including Alibaba, The Home Depot, JD.com, Under Armour and Walmart. Read More
Insight Report | May 10, 2024 Premium China Retail Insights: Countdown to China’s Singles’ Day 2024, Six Months To Go—What Brands and Retailers Need To KnowSingles’ Day, the largest online shopping festival in the world, is just six months away! We discuss what brands and retailers need to know to prepare for the upcoming festival in China, covering the macroeconomic context and leveraging proprietary survey analysis to explore Chinese consumer sentiment. Read More
Market Outlook | April 11, 2024 Premium Market Navigator: US Healthcare—Evolving To Become More Personalized and Consumer-FocusedIn this Market Navigator, Coresight Research explores the US healthcare market. Dive in today to gain insights into emerging ideas and opportunities, understand the growth trajectory of the market and explore the competitive landscape. Read More
Deep Dive | April 9, 2024 Premium 4Q23 US Earnings Season Wrap-Up: Many Companies Report Better Performances Following the Holiday SeasonWe analyze the recent performance of selected retailers, brands and e-commerce platforms in the fourth quarter of 2023, covering revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Read More
Insight Report | April 2, 2024 Premium Five Ways To Win in the China Market: Opportunities for Western Brands and Retailers—China Retail InsightsWhy does China present huge opportunity for Western retailers, and how can they win in the China retail market? We discuss some of the key drivers and trends shaping China’s retail landscape, and present strategies for Western brands and retailers to achieve success in this market. Read More
Deep Dive | April 1, 2024 Premium Retail-Tech Landscape: Generative AI InfrastructureThe ability of GenAI (generative artificial intelligence) to create content and find relationships among data is enabled by multiple layers of infrastructure. Various tools and services are available for companies to maximize the potential of GenAI to gain a competitive advantage. We discuss key trends in GenAI infrastructure and present selected technology providers globally, with innovative solutions spanning model development, cloud services, AI chips and more. Read More
Insight Report | March 25, 2024 Register for Free Access Research Preview: Retail-Tech Landscape—Generative AI InfrastructureTake an early look at our forthcoming Retail-Tech Landscape of selected technology companies that provide generative AI (artificial intelligence), also known as GenAI, infrastructure. Dive into key trends and uncover the key categories of the market. Look out for the full report to discover the featured companies! Read More
