Insight Report | September 5, 2018 Premium Understanding WeChat, China’s Super App: Part 1—The Definite Leader in ChinaWeChat, the #1 social media app in China, has become a part of daily life for around 1 billion Chinese consumers. In this report, the first of our Understanding WeChat, China’s Super App series, we delve into the different functions of the popular app—communications, mini programs, social networking, social media and payment. Read More
Insight Report | August 30, 2018 Premium Coresight Research Countdown to 11.11 Series, #6: Smart Cleaning Festival; Sa Sa Partners with Taobao to Create New Retail Model InnovationAlibaba’s 11.11, also known as Double 11 or Singles’ Day, takes place on November 11 and has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11. Read More
Company Earnings Update | August 27, 2018 Register for Free Access Alibaba (BABA) 1Q19 Results: Strong Revenue Growth, Although Margins Are SqueezedAlibaba reported 1Q19 revenues of ¥80.9 billion, up 61% year over year. The company attributed the strong results to robust revenue growth from its China retail business, the consolidation of Cainiao Network and Ele.me, as well as a near-doubling of revenues in the Alibaba Cloud business. Read More
Insight Report | August 23, 2018 Premium Coresight Research Countdown to 11.11 Series, #5: Tmall Genie AI Festival; Hema SupermarketsStarted by Alibaba in 2009, 11.11, also known as Double 11 or Singles’ Day, which takes place on November 11, has grown to become the world’s largest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place through to November 11. Read More
Company Earnings Update | August 20, 2018 Register for Free Access Tencent (0700.HK) 2Q18 Results: Slowed Revenue Growth with Gaming in DeclineTencent reported 2Q18 revenues of ¥73.7 billion ($11.1 billion), up 30.2% year over year. Non-GAAP diluted EPS was ¥2.06, an increase of 19.8% year over year. The results were largely driven by payment-related services, digital content subscriptions and sales, social and others advertising, and smartphone games. Read More
Insight Report | August 7, 2018 Premium What Retailers Can Learn from the “Big Three” Shopping Festivals: An Opportunity for More Business,the Importance of Collaboration and Efficient OperationsEvery year, the popularity of the annual online shopping festivals of Internet giants Amazon, Alibaba and JD.com increases. Prime Day, Singles’ Day and 618 have all become very large events that have a significant impact not only on the retail industry as a whole, but also on the organizers and participating brands and retailers. This report highlights three key learning points for brands and retailers: Read More
Flash Report | August 6, 2018 Register for Free Access Kaola Forms Strategic Partnership with BeiersdorfKaola, China’s leading cross-border e-commerce platform, announced a strategic partnership with German skincare company Beiersdorf—the maker of Nivea skin care products. Read More
Insight Report | August 6, 2018 Premium The Rise of Pinduoduo: Rapid Growth Leveraging Social E-CommercePinduoduo, roughly translated as “buy more together,” is the fastest-growing app for social e-commerce in China. It enables users to receive steep discounts of as much as 90% off on certain products if they invite enough friends to buy together. This feature has made it popular amongst budget shoppers in lower-tier cities in China, and the app is scaling up rapidly. Read More
Event Coverage | August 2, 2018 Register for Free Access Brands Think Alibaba Offers More Protection Against Counterfeiting than Amazon and Other Top Takeaways from Cosmoprof North AmericaThis week, the Coresight Research team attended Cosmoprof North America 2018 in Las Vegas, where our CEO and Founder, Deborah Weinswig, presented during a panel session called “Rise of Pop-Ups (Pop-Up Push).” Cosmoprof is the leading B2B beauty trade show in North America, drawing over 33,000 attendees and 1,015 exhibitors from 39 countries. Here are our key takeaways from the second day of the event: Read More
Company Earnings Update | July 31, 2018 Register for Free Access Amazon (AMZN) 2Q18 Results: Falls Short on Revenues but Beats on EPSAmazon reported 2Q18 EPS of $5.07, handily beating the $2.49 consensus estimate and up 1,166% year over year. Revenues were $52.9 billion, up 39.3% year over year but short of the consensus estimate of $53.45 billion. Read More
Company Earnings Update | July 27, 2018 Register for Free Access Facebook (FB) 2Q18 Results: Misses Revenue Estimates and Warns of Slower GrowthFacebook reported 2Q18 diluted EPS of $1.74, beating the $1.72 consensus estimate by $0.02 and up 32% year over year. Revenues were $13.23 billion, up 42% year over year but missing the consensus estimate of $13.36 billion. Read More
Insight Report | July 26, 2018 Premium Coresight Research Countdown to 11.11 Series #1: Steep Discounts in Auto Parts Lifestyle Festival; Innisfree Unveils a New Retail StoreThis is the first in our series Countdown to 11.11. Also known as Double 11 or Singles’ Day, 11.11 is a now famous shopping festival started by Alibaba that takes place on November 11. This report series will cover the various shopping festivals and developments in New Retail that take place between now and November 11. Read More
Event Coverage | July 25, 2018 Register for Free Access E-Commerce Opportunities in China: A Discussion with Alibaba and Coresight ResearchOn Tuesday, Coresight Research attended a Council of Fashion Designers of America (CFDA) event cohosted by Chinese e-commerce giant Alibaba. After a presentation by Alibaba France Managing Director Sébastien Badault, Coresight Research CEO and Founder Deborah Weinswig spoke with Badault and Andreas Schulmeyer, Founder and Principal, Faultline Solutions, about the unique nature of the Chinese market and consumer. The three also discussed opportunities and strategies for brands looking to enter the Chinese e-commerce market. Here, we share our takeaways from the event. Read More
Flash Report | July 25, 2018 Register for Free Access China Tech Briefings: Alibaba Invests in Chinese Outdoor Marketing Firm Focus MediaAlibaba Group has invested $2.2 billion in Focus Media, China’s largest outdoor marketing company. Read More
Flash Report | July 19, 2018 Register for Free Access JD.com and L Catterton Asia Invest in Online Luxury Fashion Retailer SecooChina’s largest online retailer JD.com and consumer-focused, private-equity firm L Catterton Asia have invested $175 million in Secoo, the largest online luxury fashion retailer in China. Read More
