July 5, 2018 Insight Report Premium Quick Take: Technology Platforms’ Status as “Digital Gatekeepers” Set to Fuel Further Retail-Tech CollaborationsMore and more international retailers are collaborating with, or investing in, digital platform operators. We see these platform operators as “digital gatekeepers,” in that they hold the keys to growth for retailers in certain channels and markets.
June 25, 2018 Flash Report Register for Free Access US Supreme Court Enables States to Collect Taxes on Online Sales Possibly Levelling the Playing Field in US RetailOn Thursday, June 21, the US Supreme Court ruled that American states have the right to collect taxes on e-commerce sales regardless of the physical location of the online retailer. The decision reversed a 1992 deliberation that granted a defacto tax break for pure-play retailers.
June 20, 2018 Deep Dive Premium Chinese Demand for Cross-Border E-Commerce Booms but Looming Tax Reforms are a Cloud on the HorizonChinese shoppers’ appetite for imported products continues to grow apace. We review the current state of the cross-border e-commerce market, note the factors supporting demand and look at forthcoming tax changes that will impact cross-border sales.
June 18, 2018 Deep Dive Premium Slicing and Dicing Amazon’s Private-Label OfferingIn this report, we take an exclusive deep dive into Amazon’s US private-label offering, using a detailed, proprietary dataset collating information on nearly 7,000 such products.
June 7, 2018 Insight Report Premium JD.com’s 6.18 Shopping Festival: More than Just DiscountsJD com first launched its annual 6.18 Shopping Festival in 2010. JD.com’s 6.18 event runs for 18 days beginning on June 1 through to June 18,as compared to rival Alibaba’s popular Singles’ Day held on November 11.
June 4, 2018 Insight Report Premium Amazon Prime Day 2018 Preview: Echo Devices and Private-Label Products Look Set to Take Center StageAmazon Prime Day 2018 will start on July 16, 2018. This year, the company has announced a bigger-than-ever promotional event, which will see more deals and more products on offer for a longer period of time.
May 21, 2018 Company Earnings Update Register for Free Access Tencent (0700.HK) 1Q18 Results: Strong Revenue Growth Driven by Gaming; WeChat MAU Surpass 1 BillionTencent reported 1Q18 revenues of ¥73.5billion ($11.7 billion), up 48% year over year. Non-GAAP diluted EPS was ¥1.92, an increase of 28.2% year over year. The solid results were largely driven by gaming and online advertising.
May 14, 2018 Insight Report Premium Quick Take: The Boom in Marketplace PlatformsIn this report, we review the different types of marketplace platforms.
May 10, 2018 Insight Report Premium China Tech Briefings: Alibaba to Bring Its Tmall Genie Smart Speaker to Mercedes, Audis and Volvos in ChinaThis is our inaugural China Tech Briefings In this series, we will track news and developments related to China technology companies and share our viewpoints on how these will impact the retail sector and the overall economy.
May 8, 2018 Company Earnings Update Register for Free Access Alibaba (BABA) 4Q18 Results: Strong Revenue Growth, Although Margin Was SqueezedAlibaba reported 4Q18 revenues of ¥61.9 billion, up 61% year over year. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba Cloud business.
May 7, 2018 Insight Report Premium Chico’s Brand Apparel and Accessories Will Be Sold on Amazon Later This MonthChico’s FAS announced that it will offer Chico’s brand apparel and accessories on Amazon.com beginning in mid-May 2018.
April 18, 2018 Event Coverage Register for Free Access World Retail Congress 2018, Day 1: Hearing About the “Retail Apocalypse,” Chinese Retail and the Need for Change in Brick-and-MortarThe Coresight Research team is attending World Retail Congress 2018 in Madrid this week. Here are our top takeaways from day one of the conference:
April 18, 2018 Event Coverage Register for Free Access Key Takeaways from the JD.com AI Innovation SummitThe Coresight Research team attended the AI Innovation Summit hosted by JD.com in Beijing, China, on April 15. JD.com has been at the forefront of artificial intelligence (AI) research and application in China and its inaugural AI summit was attended by top scientists, industry analysts, retail executives and technology professionals.
April 10, 2018 Flash Report Register for Free Access Quick Take: Prime Members Drive Amazon Sales Across All CategoriesThis brief report looks at the results of our recent survey which asked US consumers what they had bought on Amazon in the past year. We split out Amazon Prime members to chart how significant these shoppers are to Amazon’s overall shopper penetration.
April 5, 2018 Flash Report Register for Free Access Alibaba Takes Control of Food Delivery Startup Ele.meAlibaba announced on April 2 that it will acquire Shanghai-based online delivery and local services platform Ele.me in a transaction that values the company at US$9.5 billion.
