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
Insight Report | November 14, 2018 Premium A Guide to Entering China for Foreign Brands and Retailers, Part 2: Chinese E-Commerce Calendar for 2019 – International Brands that Understand and Respect Chinese Culture Are Poised to WinChina celebrates many holidays and shopping festivals that foreign brands and retailers should pay attention to, ranging from traditional cultural celebrations to holidays adopted from Western culture to special events recently created by retailers and e-commerce platforms. Read More
Insight Report | November 14, 2018 Premium Key Festivals and Holidays for Promotional Campaigns in China in 2019China’s retail industry is booming and in addition to Single’s Day, there are many opportunities for international brands and retailers to tap into the world’s largest e-commerce market. Use our 2019 calendar to adapt your sales strategies for the China market. Read More
Company Earnings Update | October 26, 2018 Register for Free Access Amazon (AMZN) 3Q18 Results: Beats on EPS but Misses on Revenues and 4Q18 GuidanceAmazon.com reported 3Q18 earnings per share (EPS) of $5.75, beating the $3.08 consensus estimate and up sharply from $0.52 in the year-ago quarter. Revenues were $56.6 billion, up 29.3% year over year but missing the consensus estimate of $57.1 billion. Read More
Insight Report | October 2, 2018 Premium UK Christmas 2018 Retail Outlook: Overall Demand Looks Solid, with E-Commerce on Course to Capture 30% of Nonfood SalesForecasting a Solid Christmas Season, but with Gains Unevenly Distributed Despite negative headlines, total UK retail sales look set to grow solidly over the festive peak. Read More
Insight Report | September 27, 2018 Premium Coresight Research Countdown to 11.11 Series, #10: Mid-Autumn Festival Promotion on Tmall; Jo Malone will Sell Personalized ScentsAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that are taking place in the lead up to this event. Read More
Insight Report | September 25, 2018 Premium China’s Platform Landscape: Alibaba vs. TencentWe review China’s platform landscape, comparing the presence of Alibaba, Tencent and independent technology companies across segments that include e-commerce, payments, logistics and social commerce. Read More
Insight Report | September 20, 2018 Premium Coresight Research Countdown to 11.11 Series, #9: Kitchen Appliances Mega Sale; AlipayHK Unstaffed StoreAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event. Read More
Event Coverage | September 19, 2018 Register for Free Access Alibaba Group Investor Day 2018: Management Remains Confident that Alibaba Is Well Positioned to Capitalize on China’s Sustained Consumption UpgradeThe Coresight Research team attended Alibaba Group’s annual Investor Day event in Hangzhou, China, this week. Our top takeaways include the following: Read More
Deep Dive | September 17, 2018 Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth. Read More
Insight Report | September 13, 2018 Premium Coresight Research Countdown to 11.11 Series, #8: 9.9 Mega Sale; Moët Hennessy and Alibaba to Explore ‘New Retail’ OpportunitiesAlibaba’s 11.11 Global Shopping Festival, also known as Double 11 or Singles’ Day, takes place on November 11 every year and it has now become the world’s biggest 24-hour online sale. This report series covers the various shopping festivals and developments in New Retail that have already happened or will take place till this event. Read More
Event Coverage | September 13, 2018 Register for Free Access Alibaba Hosts 2nd NYFW Tmall China Day: Three Women Runway Designers Selected to Represent the Contemporary Chinese ShopperThis week, Alibaba hosted its second series of New York Fashion Week (NYFW) Tmall China Day events in collaboration with the Council of Fashion Designers of America (CFDA) that was held September 9-11. Three leading brands, Particle Fever, JNBY, and Angel Chen, presented their collections on the runway at this event. Tmall China Day also included a pop-up market at Opening Ceremony, a retailer, which included products from six Chinese labels that represented “China cool,” the phenomenon of Chinese brands gaining popularity with millennials who want authentic and hip designs that integrate Chinese cultural elements. Read More
Deep Dive | September 11, 2018 Premium Indian E-Commerce Platforms UpdateThis report discusses major e-commerce platforms in India that have contributed to the e-commerce ecosystem. We identify the following five retailers as the largest platforms in Indian e-commerce by funding received: Flipkart, Snapdeal, Paytm, Quikr and Bigbasket. Read More
