Deep Dive | April 22, 2019 Premium Success in China E-Commerce: Your Tmall 101Alibaba’s Tmall accounted for 60% of gross merchandise volume (GMV) in the online retail business-to-consumer (B2C) market in China in the third quarter of 2018, according to China Internet Watch and Analysis. Read More
Market Outlook | April 17, 2019 Premium Europe’s Legacy Retailers Squeezed by Muted Consumer Demand and Structural Shifts: Sector Overview — European RetailThis report covers European retailing, with a focus on the UK, Germany and France. Structural trends challenging middleground legacy retailers include an ongoing attrition of market share to online and discount channels. Read More
Company Earnings Update | April 11, 2019 Register for Free Access ASOS (LSE: ASC) 1H19 Results: Profits Slide due to Higher Warehousing and Technology CostsASOS reported 1H19 group sales of £1.31 billion, up 12.0% year over year on a constant-currency basis (up 13.5% as reported) and slightly ahead of the consensus estimate of £1.30 billion recorded by StreetAccount. Read More
Deep Dive | April 11, 2019 Premium The Greater Bay Area, or “China’s Silicon Valley”: What is It, How Will It Develop and How Can Businesses Benefit?The Greater Bay Area could be China’s answer to Silicon Valley. On February 18, 2019, the Central Committee of the Communist Party of China and the State Council of the People’s Republic of China released a development plan for the Greater Bay Area. Read More
Insight Report | April 9, 2019 Premium New Retail Briefing #7: Ele.me Brings Fresh Produce to Customers; Fliggy Allows Tourists to Buy Before They Fly; Shiseido and Alibaba Sign Joint Business PlanAlibaba’s food-delivery platform Ele.me will help vendors in traditional “wet markets” to sell fresh produce to online shoppers. Read More
Deep Dive | April 2, 2019 Premium Reviewing America’s Retail Bankruptcies: What Can We Learn from the Slew of Recent Retail Failures?This report discusses notable US retail bankruptcies in 2017-2018 and examines key factors that led retailers to collapse. Read More
Insight Report | April 2, 2019 Premium Community Group Buying: China’s New Group Shopping Model Leveraging WeChat Mini ProgramsCommunity group buying refers to an e-commerce model of group purchases by residents within the same neighborhood. Companies launched this service on WeChat mini program to tap into the potential for larger, group purchases from people living in close proximity. Read More
Deep Dive | April 1, 2019 Premium US Retailers Becoming More Relevant Through Acquisitions: Mass Merchandisers vs. AmazonM&A activity has risen in the US retail sector over the past 10 years, in terms of deal value and number of deals, and the same trend applies within the mass-merchandiser sector. Read More
Market Outlook | March 29, 2019 Premium The Opportunity in Women’s Plus-Size Apparel in China: A Potential $10 Billion MarketDespite a low obesity rate, the scale of China’s population means plus-size apparel represents a substantial market with significant potential for brands and retailers. Read More
Event Coverage | March 29, 2019 Register for Free Access Deborah Weinswig’s Shoptalk 2019 Presentation: Nine Things We Can Learn from China and IndiaSummary of the presentation given by Deborah Weinswig, CEO and Founder of Coresight Research, at the Shoptalk conference on March 3, 2019, focusing on nine things people can learn from China and India. Read More
Flash Report | March 27, 2019 Register for Free Access Ocado Inks Another International Deal, Signing Up Australia’s Coles Group to the Ocado Smart PlatformOcado Group has signed Australian grocery retailer Coles to its Ocado Smart Platform. The companies will construct two robotic fulfillment centers and Coles will deploy Ocado’s store-picking technology. Read More
Flash Report | March 27, 2019 Register for Free Access Boohoo Group Acquires MissPapBoohoo Group has acquired Internet-only women’s fashion brand MissPap. The acquisition adds to Boohoo Group’s collection of banners, which include Nasty Gal and PrettyLittleThing. Read More
Deep Dive | March 22, 2019 Premium Strong Demand for Value, E-Commerce and Sportswear Sustains Pressure on Europe’s Middleground Apparel RetailersAcross major European economies, floundering midmarket behemoths are finding business more challenging than ever, leaving a number of apparel retailing stalwarts suffering what seems to be “death by a thousand cuts.” Read More
Company Earnings Update | March 22, 2019 Register for Free Access Next (LSE: NXT) FY19 Results: Higher SG&A Cost Weighs on Operating Margin; Sees No Impact from Current Brexit UncertaintyNext reported FY19 total sales of £4,167.4 million, up 1.9% year over year, and in-line with the consensus estimate recorded by StreetAccount. Read More
Insight Report | March 21, 2019 Premium Insights from China: Alibaba Invests in STO Express, Accelerating the Logistics RaceThis week, we look at Alibaba’s recent investments in courier company STO Express and how the logistics race in China has stepped up. Read More