January 16, 2019 Company Earnings Update 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.
January 15, 2019 Insight Report 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.
January 15, 2019 Insight Report 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.
January 14, 2019 Flash Report 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.
January 12, 2019 Deep Dive 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?
December 11, 2018 Insight Report 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.
November 28, 2018 Company Earnings Update 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…
November 20, 2018 Deep Dive 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…
November 14, 2018 Insight Report 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.
November 14, 2018 Insight Report 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.
October 26, 2018 Company Earnings Update 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.
October 2, 2018 Insight Report 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.
September 27, 2018 Insight Report 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.
September 25, 2018 Insight Report 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.
September 20, 2018 Insight Report 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.
