Deep Dive | July 8, 2020 Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Event Coverage | July 7, 2020 Register for Free Access Fashinnovation’s Worldwide Talks 2020—Second Edition: Sustainability, Innovation and InclusivityIndustry leaders in the fashion industry came together for two days of discussion amid the coronavirus pandemic. We present key insights from the second edition of Fashinnovation’s Worldwide Talks 2020, a digital event that highlighted the major themes of sustainability and innovation in the fashion industry. Read More
Insight Report | June 30, 2020 Premium New Retail Briefing: E-Commerce Platforms Launch Key Strategies To Support Businesses in China and the US Post PandemicE-commerce platforms in China have been rolling out new strategies to support businesses in China and the US in the wake of the coronavirus crisis. We discuss these recent developments in New Retail, which include the extension of payment terms for US buyers by Alibaba.com and JD.com’s plans to upgrade its logistics network to better serve lower-tier markets in China. Read More
Insight Report | June 23, 2020 Premium China Sees a Significant Sales Rebound during the 6.18 Midyear Shopping FestivalThe 6.18 Shopping Festival represented a significant sales rebound in China following the coronavirus crisis. We explore the success of e-commerce platforms during this year’s event and the underlying consumer trends that drove sales. Read More
Insight Report | June 17, 2020 Premium May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong GrowthMost sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers. Read More
Event Coverage | June 17, 2020 Register for Free Access Open for Business with David Hardiman-Evans, Ocado Solutions: The Impact of Covid-19 on Traditional and Online GroceryAs part of our Open for Business webinar series, we hosted David Hardiman-Evans, SVP, North America at Ocado Solutions. We present the transcript from this webinar, in which Hardiman-Evans offered insights into the dynamic changes in the online grocery sector amid the coronavirus crisis—covering key topics such as consumer demand and loyalty, assortment rationalization and fulfillment models. Read More
Question of the Week | June 15, 2020 Free Report What Is the Key Difference between the User Bases of Chinese Short-Video Platforms Douyin and Kuaishou?QUESTION OF THE WEEK: What Is the Key Difference between the User Bases of Chinese Short-Video Platforms Douyin and Kuaishou? Read More
Insight Report | June 15, 2020 Premium Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity RatesOur weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks. Read More
Insight Report | June 12, 2020 Premium Five Months to Singles’ Day: A Tactical Guide for How To Prepare for the Shopping Festival This YearWith five months to go until Singles’ Day 2020, we provide a six-step reference guide for brands and retailers to use in preparing for the shopping festival against the backdrop of the coronavirus crisis. Read More
Insight Report | June 9, 2020 Premium Insights from China: Douyin vs. Kuaishou—Using Short-Video Platforms To Target ConsumersWe look at the marketing opportunities that Douyin and Kuaishou, the two leading short-video platforms in China, present for brands and retailers—considering the user base, content distribution model and e-commerce capabilities of each. Read More
Insight Report | June 9, 2020 Premium JD.com Kicks Off This Year’s 6.18 Shopping Festival: A Boost for Online and Offline Retail Post CrisisJD.com launched its annual 6.18 Shopping Festival on May 25, 2020, marking the start of the event’s pre-sale period. We explore how the e-commerce platform has upgraded its services for this year’s festival, including by integrating physical retail promotions for a boundaryless shopping experience. Read More
Question of the Week | June 1, 2020 Free Report How Big Is the Social Commerce Market in China?QUESTION OF THE WEEK: How Big Is the Social Commerce Market in China? Read More
Deep Dive | May 28, 2020 Premium Social Commerce Platforms: Diverse Opportunities for Brands and RetailersWe present the social commerce landscapes in China and the US, discussing major platforms across areas such as social media, livestreaming, group buying and e-commerce. This report highlights the broader scope of the Chinese market and the learnings that Western companies could take from China’s alternative social commerce models, as well as the opportunities for brands and retailers in the sector. Read More
Event Coverage | May 27, 2020 Register for Free Access Open for Business with Brad Burgess, Global Affairs Executive: Digital and Supply Chain Strategies during a Crisis and BeyondAs part of our Open for Business webinar series, we hosted Brad Burgess, Global Head of Corporate Affairs at JD.com. We present the transcript from this webinar, in which Burgess offered insights into supply chain challenges and technological innovations in the context of the coronavirus pandemic and beyond. Read More
| May 26, 2020 Free Report Three Things You Need To Know: Inside the World of Amazon’s Private-Label OfferingWe present Three Things You Need To Know on Inside the World of Amazon’s Private-Label Offering. Read More
