April 1, 2019 Deep Dive 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.
March 29, 2019 Market Navigators/Market Outlook 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.
March 29, 2019 Event Coverage 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.
March 27, 2019 Flash Report 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.
March 27, 2019 Flash Report 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.
March 22, 2019 Deep Dive 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.”
March 22, 2019 Company Earnings Update 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.
March 21, 2019 Insight Report 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.
March 20, 2019 Company Earnings Update Register for Free Access Ocado (LSE: OCDO) 1Q19 Trading Update: Strong Underlying Growth Partially Offset by FireOcado reported 1Q19 retail revenue of £404 million, up 11.2% year over year. The company’s average orders per week grew 11.3% year over year, but the average order size was down 0.2% year over year.
March 15, 2019 Deep Dive Premium Artificial Intelligence in Retail, Part 3: What Startups Are Doing with AIThis is the third report in a short series looking at artificial intelligence (AI) in retail. In this report, we explore what startups are doing with AI in the context of our proprietary CORE framework, which stands for Communication, Optimization of pricing, Rationalization of inventory and Experiential retail.
March 15, 2019 Company Earnings Update Register for Free Access Pinduoduo (NASDAQ: PDD) 4Q18 Results: Strong Revenue Growth Thanks to Boost in Active Buyers and Average Annual SpendingPinduoduo recorded 4Q18 revenue of ¥5.7 billion, up 379.4% year over year while FY18 revenue was ¥13.1 billion, up 652% year over year. Operating expenses continued rising with operating margin worsening to a negative 46.7%.
March 12, 2019 Insight Report Premium New Retail Briefing #5: Alipay Pushes Cross-Border Payment; JD.com Continues Unstaffed Delivery Initiatives Abroad“New Retail” is a model for integrating online retail, offline retail and logistics across a single value chain powered by data and technology. In this biweekly series, we cover important developments in New Retail in China and beyond.
March 11, 2019 Deep Dive Premium Amazon Beauty: Who Is Selling What? An Exclusive Analysis of Over 200,000 Beauty and Personal Care Listings on Amazon.comWe analyze Amazon’s beauty and personal care offering, based on aggregated data on over 200,000 products listed on Amazon.com’s US beauty website, collated with competitive intelligence provider DataWeave. We also include summary data from our recent survey of US beauty and personal care shoppers.
March 7, 2019 Insight Report Premium Insights from China: Leveraging the Power of Douyin (TikTok) to Reach and Engage Young Chinese ConsumersDouyin, known as TikTok overseas, is a short video app which allows users to share short videos. The Beijing-based Internet company ByteDance launched the app in 2016 and its international version TikTok a year later. The app gained traction rapidly.
March 5, 2019 Deep Dive Premium A Guide to Entering China for Foreign Brands and Retailers, Part 3: Breaking into the China Market — Optimizing Marketing and Promotional Strategies for Singles’ DayIn this is the third report in our series A Guide to Entering China for Foreign Brands and Retailers, we focus on how foreign brands can use Singles’ Day as a springboard to enter China, leveraging our proprietary data on brands’ sales performance on Singles’ Day 2018 on Tmall.
