Company Earnings Update | September 18, 2019 Register for Free Access Ocado (LSE: OCDO) 3Q19 Trading Update: Surge in Customer Orders; JV on the Right TrackIn 3Q19, Ocado grew retail revenue 11.4% year over year, driven by a 12.1% rise in average orders per week. Read More
Insight Report | September 17, 2019 Premium Insights from China: Brand MashupsThe Chinese consumer goods market is unusually fast-moving and innovative, and brands are working hard to drive excitement among shoppers. We have previously discussed how brands have launched unusual adaptations, often in partnership with online platforms such as Tmall. Brand mashups are a part of this innovative approach. Read More
Flash Report | September 17, 2019 Register for Free Access Amazon Go Was Originally Forecast to Comprise 156 Stores with Sales of $639 Million in 2020, According to Leaked Company DocumentsAmazon documents from 2018 contain pertinent details about the company’s plans for its Amazon Go stores. Read More
Event Coverage | September 16, 2019 Register for Free Access Highlights from the Taobao Maker Festival 2019The Coresight Research team attended the Taobao Maker Festival 2019 in Hangzhou, China, on September 12. Alibaba’s Taobao Maker Festival, first launched in 2016, celebrates the “maker spirit” of Chinese merchants and designers, and how that spirit is resonating among China’s young generation (millennials and Gen Zers). Read More
Deep Dive | September 12, 2019 Premium Amazon Apparel UK: An Analysis of Almost 2 Million Product ListingsWith 1.9 million women’s and men’s clothing products listed, Amazon.co.uk almost certainly offers the UK’s biggest selection of apparel. Read More
Insight Report | September 11, 2019 Premium Two Months to Singles’ Day: Leveraging Juhuasuan and Alibaba’s Marketing Platform for 11.11Singles’ Day, held annually on November 11, began as a festival of young Chinese people celebrating their pride in being single. Alibaba started promoting the day as a shopping day (now officially called the 11.11 Global Shopping Festival) back in 2009. Read More
Insight Report | September 10, 2019 Premium New Retail Briefing: Alibaba Buys Kaola; Kuaishou Launches a “Trustworthy Goods Festival”Short video app Kuaishou achieved sales of over ¥100 million (US$14 million) in its first “Trustworthy Goods Festival” from August 28−30. Read More
Flash Report | September 9, 2019 Register for Free Access Alibaba Acquires Kaola to Strengthen Cross-Border E-Commerce DominanceThe Kaola acquisition represents a meaningful strengthening of Alibaba’s offering in cross-border e-commerce. It will consolidate China’s cross-border e-commerce space, giving Alibaba a dominant share of this market. Read More
Deep Dive | September 3, 2019 Premium Holiday 2019: US Shopper SurveyWe take a deep dive into US shoppers’ expectations for the 2019 holiday season. Read More
Insight Report | September 1, 2019 Premium Xcel Brands x Coresight Research Monthly Fashion Trend Report: Top Trends Include Puff Sleeves and Milkmaid TopsThe Monthly Fashion Trend Report highlights the fashion trends that are emerging, growing and maturing- offering insights for designers, planners, retailers, buyers and merchandisers. Read More
Flash Report | August 28, 2019 Register for Free Access Clothing Rental Upstart Le Tote to Acquire Iconic Century-old Brand Lord + Taylor from HBC for $100 MillionApparel rental upstart Le Tote to acquire century-old Lord + Taylor in what could be a growing trend of online disruptors moving into more traditional spaces. Read More
Insight Report | August 27, 2019 Premium New Retail Briefing: Alibaba Boosts User Engagement through Weitao and 88VIPAlibaba upgraded its content tool Weitao to boost user engagement on Taobao and Tmall platforms. Read More
Company Earnings Update | August 22, 2019 Register for Free Access Pinduoduo (NASDAQ: PDD) 2Q19 Results: Revenue Beats Consensus Thanks to Strong User GrowthPinduoduo reported revenues of ¥7.3 billion ($1.1 billion) for the second quarter ended June 30, 2019, beating the consensus estimate of $878.8 million and up 169% year over year. Operating expenses decreased and operating margin improved to (20.4)%. Read More
Company Earnings Update | August 18, 2019 Register for Free Access Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active CustomersVipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the fast-growing high-margin apparel sector. Read More
Company Earnings Update | August 18, 2019 Register for Free Access Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud SegmentAlibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth. Read More
