Insight Report | January 14, 2020 Premium Insights from China: How Foreign Retailers Can Leverage the “She Economy”Women are being empowered in China, as we are seeing increasing employment rates and higher incomes for female workers. We look at the increasing shopping power of Chinese women and how foreign brands and retailers can leverage the opportunity of the thriving “She Economy.” Read More
Deep Dive | January 13, 2020 Premium Can AR and VR Be Game Changers in Furniture Retail?Augmented and virtual reality technologies are slowly but surely transforming the shopping experience for consumers in both online and offline retail. We review how various store-based and digital-first furniture retailers are investing in these technologies and assess the impact, challenges and potential of these investments. Read More
Deep Dive | January 8, 2020 Premium Amazon Apparel Update: An Analysis of Listings on Amazon FashionIn collaboration with competitive intelligence provider DataWeave, we aggregated data on almost 1 million women’s and men’s clothing products listed on Amazon.com. We analyze apparel listings by category, brand and seller to identify key trends on Amazon Fashion. Read More
Flash Report | December 20, 2019 Register for Free Access Double 12 Shopping Festival 2019 Wrap-UpE-commerce platforms and offline merchants celebrated China’s last major shopping festival of the year, Double 12, on December 12. We provide highlights from this year’s festival, including the promotions and performance of Alibaba’s Taobao and Tmall, the popularity of livestreaming, Alipay’s partnership with offline merchants and the strong consumption in lower-tier cities experienced by JD.com. Read More
Event Coverage | December 20, 2019 Register for Free Access Insights from the Second Alibaba ONE Business Conference: Customer Acquisition, Product Innovation and Organization DigitalizationChina’s retailers come together to discuss new digitalization strategies at the Second Alibaba ONE Business Conference. Read More
Deep Dive | December 19, 2019 Premium Alibaba vs. Amazon: Head to Head in E-Commerce and TechnologyAlibaba Group and Amazon are innovators in retailing and technology, and both are expanding their presence into international markets. Employing its “New Retail” strategy, could the emerging China giant threaten Amazon’s global dominance? We discuss the competition between these two companies, considering their retail ecosystems, global expansion plans, financial performance and internally developed technologies. Read More
Insight Report | December 18, 2019 Premium The Landscape of China’s New Digital Economy: Reviewing Recent TrendsThe landscape of China’s digital economy has changed dramatically, with some existing players losing share of consumers’ time spent on digital platforms, and a number of new companies gaining share. We assess the current marketplace and review recent trends, with a focus on major players Alibaba and Tencent. Read More
Insight Report | December 17, 2019 Premium New Retail Briefing: Christian Louboutin Beauty Launches a Flagship Store on TmallDior launches a seasonal Christmas mini program on WeChat; Christian Louboutin Beauty opens its flagship store on Alibaba’s Tmall; and Alibaba invests in milk-delivery startup Tianxianpei. Read More
Deep Dive | December 17, 2019 Premium 3Q19 US Earnings Season Wrap-UpThird-quarter 2019 retail earnings show mixed results across categories. Our coverage of the Coresight 100 reveal most companies beat consensus, but there were sectors that fared much better than others—and luxury was one that did not meet expectations despite recent recovery. Read More
Insight Report | December 13, 2019 Premium Holiday 2019: US Black Friday and Cyber Monday Online Pricing InsightsIn partnership with competitive intelligence provider DataWeave, we aggregated and analyzed pricing data on over 53,000 products on the websites of Amazon, Best Buy, Home Depot and Macy’s. Read More
Deep Dive | December 10, 2019 Premium Tencent’s Smart Retail StrategyChinese Internet giant Tencent is focusing on the business-to-business space through its “Smart Retail” concept—the company’s answer to Alibaba’s New Retail. Tencent’s Smart Retail ecosystem has a number of components that facilitate the integration of online and offline commerce, including the leveraging of WeChat mini programs, investment in JD.com and the exploitation of the company’s strength in gaming and digital entertainment. Read More
Insight Report | December 10, 2019 Premium Insights from China: The Opportunities in China’s $1.3 Trillion Lower-Tier MarketsChina’s online retailers target the country’s fast-growing but lower-income, lower-tier cities. For decades, retailers and brands have focused on a handful of China’s “tier-1” cities that are seen as wealthier and more sophisticated. Now, retailers are looking at up-and-coming lower-tier areas for growth. Read More
Flash Report | December 4, 2019 Register for Free Access Holiday 2019: US Cyber Monday Digital Sales Hit $9.4 BillionCyber Monday continued Black Friday’s streak of record-breaking online sales for a roaring start to the holiday shopping season in the US. Sales were especially heavy at the last minute, with consumers spending an average of $11 million per minute in the final hour. Read More
Insight Report | December 3, 2019 Premium New Retail Briefing: JD.com Opens Its Largest Immersive Electronics StoreJD.com opens its largest experiential electronics store; Accor partners with Alibaba to improve the travel experience for Chinese international travelers; and ByteDance launches a new loan service app. Read More
Flash Report | December 3, 2019 Register for Free Access Holiday 2019: US Black Friday Sees Companies Promote More Heavily, Shoppers Continue to Migrate OnlineIn the US, this year’s Black Friday saw retailers promote more heavily than last year and consumers continue to migrate to online platforms. Read More