Insight Report | January 25, 2019 Premium 10 Trends for China E-Commerce 2019We expect 2019 will be a dynamic year for e-commerce in China. Consumers have high expectations and competition is stiffening. Here are 10 trends we think will shape China’s e-commerce landscape in 2019: Read More
Company Earnings Update | January 24, 2019 Register for Free Access Omnichannel Is Key: Takeaways from Retail’s Cutting Edge Conference at StartMeUpHK Festival 2019Dustin Jones, Managing Director of Fung Retailing Group, shared how foreign retailers can more easily enter the China market, leveraging Fung Retailing’s China expertise and supply chain capabilities — and its recent strategic partnership with Alibaba that deepens its reach and strengthens its digital capabilities. Read More
Flash Report | January 24, 2019 Register for Free Access JD.com Takes Flight in Indonesia with Drone Delivery TrialJD.com’s drone delivery is the first time a Chinese drone has been used for delivery in Southeast Asia, and is also the first time the Indonesian government has granted permission to use a drone for logistics purpose. Read More
Insight Report | January 22, 2019 Premium Chinese New Year Preview: Year of the Pig Celebrations to be Worth ¥1 Trillion to Retail as Digital Gifting and Traveling Continue to Go BigRetail and food-service sales during Chinese New Year grew steadily from 2011 to 2018. During the 2018 Chinese New Year Golden Week (February 15-21), retail sales reached ¥926 billion (about $146 billion), 10.2 % higher than the same period in 2017 —and more than double what it was in 2011, according to Ministry of Commerce statistics. Read More
Deep Dive | January 18, 2019 Premium US Digital Payments Take Off, with Unexpected Winners and LosersThe digital payments landscape is evolving rapidly as consumers and merchants adopt more innovative modes of payments. Cash is declining worldwide, while credit and debit cards have gained popularity. Mobile payment and wallet services are also gaining traction, supported by growing smartphone use, faster data rates and greater Internet penetration. Read More
Flash Report | January 18, 2019 Register for Free Access Walgreens Boots Alliance and Microsoft Forge Partnership to Explore Digital Health OpportunitiesDrugstore retailer WBA and technology giant Microsoft have entered into a seven-year agreement which includes developing software and technology for patient care management and retail store operations. This alliance follows close on the heels of last month’s deal with Alphabet’s life sciences business Verily to help patients manage medication. Through this partnership, WBA will be able to leverage Microsoft’s cloud services suite Azure. The suite of tools and applications uses several cutting-edge technologies, such as cloud, AI, the Internet of Things (IoT) and blockchain. Microsoft has developed a host of healthcare tools, such as a smartphone app to connect users with healthcare providers and AI-based software engines to crunch masses of patient data to help detect possible health conditions sooner. Read More
Deep Dive | January 17, 2019 Premium 10 Tech Startup Trends Reshaping Retail in 2019: Get Ready for Digital DisruptionThe retail industry has undergone a significant transformation over the past decade, and continues to evolve quickly. In 2019, the market will be defined by emerging technologies that change the way consumers interact with brands, by new engagement formats and channels, as retailers look to collaboration more with startups to future-proof their businesses. Read More
Company Earnings Update | January 16, 2019 Register for Free Access Boohoo (LON: BOO) 3Q19 Trading Update: Sales Surge Prompts Raise in Full-Year Revenue GuidanceFor the four months ended December 31, U.K. sales grew 33% year over year, to £180.0 million. At constant currency, rest of Europe sales increased by 54% year over year to £44.4 million, U.S. sales increased 80% to £70.4 million, and rest of world sales increased 32% year over year to £33.4 million. Read More
Insight Report | January 15, 2019 Premium US Holiday Comparable Sales Growth Results: A Mixed Picture So FarAs US retailers report comparable sales for the 2018 holiday season, we’re seeing a mixed bag of results. Some retailers such as Costco and Boot Barn did well, reporting strong comparable sales growth and beating consensus estimates. Retailers such as Target, Barnes & Noble and Buckle showed sequential comparable sales growth improvement, but not as strong. Comparable sales at Macy’s and L Brands weakened sequentially. Read More
Insight Report | January 15, 2019 Premium New Retail Briefing #1: JD.com and Alibaba RestructureOn December 21, 2018, JD.com announced it would restructure its operations with JD Mall, the company’s main revenue-generating unit. JD Mall will be divided into three business departments, including serving customers; business support services; and, infrastructure control and risk management. JD.com said in its announcement that the new structure will enable it to better focus on customers. JD Mall’s restructuring also aims to diversify its management team and assuage investors that Liu Qiangdong, JD’s founder and CEO, is not the only person driving decision-making at the company. Read More
Flash Report | January 14, 2019 Register for Free Access Alibaba Strengthens Its Presence in Digitalization Consulting with A100 Partnership ProgramAlibaba has grown from simple online marketplace to a digital commerce powerhouse, with operations in sales, marketing, product delivery, supply chain, logistics and data analytics — pretty much the whole nine yards. At an event in Hangzhou, the company announced the launch of a new collaborative program called A100. Read More
Deep Dive | January 12, 2019 Premium Understanding WeChat, China’s Super App: Part 2 — How WeChat Mini Programs Spell Opportunity for Brands and RetailersWeChat dominates the social media scene in China — so much so that even large companies are leveraging its reach over using their own apps, and even buying add space in WeChat games. To tap into this opportunity, WeChat has been developing “mini programs” that operate within WeChat but function as a separate company app would, allowing users to order, pay for, pick up or have goods delivered. What’s the opportunity? Read More
Insight Report | December 11, 2018 Premium “Customer Experience Is the New Battleground” and Other Top Takeaways from the Asian E-Tailing Summit 2018Hong Kong provides a highly favorable environment for e-tailers. Read More
Company Earnings Update | November 28, 2018 Register for Free Access Tencent (0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming(0700.HK) 3Q18 Results: Solid Revenue Growth Despite Slowdown in Gaming 3Q18 Results Tencent reported total revenues for 3Q18 of ¥80.6 billion ($11.7 billion), up 24% year over year. The gross margin decreased by 456 basis points to 44% from a year ago due to increased spending. Non-GAAP diluted EPS was ¥2.06, up 15% year over… Read More
Deep Dive | November 20, 2018 Premium NetEase, Alibaba and JD.com March into Private LabelChinese Tech Giants Develop Private Labels Chinese tech giants NetEase, Alibaba and JD.com have all begun developing their own private labels in recent years: NetEase launched NetEase Yanxuan, which translates into “strictly selected by NetEase” in 2016, officially kicking off the private-label game with a designated online shopping website. Alibaba launched its private-label online marketplace… Read More
