Angus Tsang

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Deep Dive | December 10, 2019 Premium

Tencent’s Smart Retail Strategy

Chinese Internet giant Tencent is focusing on the business-to-business space through its “Smart Retail” concept—the company’s answer to Alibaba’s New Retail. Tencent’s Smart Retail ecosystem has a number of components that facilitate the integration of online and offline commerce, including the leveraging of WeChat mini programs, investment in JD.com and the exploitation of the company’s strength in gaming and digital entertainment.

Insight Report | November 21, 2019 Premium

Singles’ Day 2019: Analyzing New Entrants, from Allbirds to Everlane

Continuing our coverage of Singles’ Day 2019 in China, we discuss the new entrants to Alibaba’s e-commerce platforms, which participated in the shopping holiday for the first time this year. Looking to penetrate the China market, these brands—across multiple sectors including beauty, parent-and-baby and personal care—employed different strategies to promote their products and engage with consumers.

Insight Report | November 19, 2019 Premium

Singles’ Day 2019: Analyzing New Products

New products were a pillar of Alibaba’s 2019 Singles’ Day shopping festival strategy, with over 1 million new products launched. We review the new offerings on Tmall to understand the significance of the new product strategy and the benefits for brands and retailers.

Deep Dive | November 18, 2019 Premium

Singles’ Day 2019: Analyzing Brands and Retailers’ Marketing Campaigns

This report is the first in a series analyzing brands’ and retailers’ activities for Singles’ Day 2019. We assess the different promotional strategies that brands employed in the lead up to November 11 this year as they looked to increase customer engagement and maximise sales potential.

Deep Dive | October 14, 2019 Premium

Unstaffed Stores: The Future Retail Format?

“Unstaffed” is a new store format that has emerged in recent years around the globe. In this report, we look at the development of this concept and associated technologies, as well as the challenges that unstaffed stores present to retailers.

Insight Report | October 10, 2019 Premium

One Month to Singles’ Day: Leveraging Alibaba’s Ecosystem Fully to Drive Results

With one month to go until Singles’ Day, we discuss the rules for merchants for this year’s 11.11 Global Shopping Festival and what merchants need to know to grow sales during promotional events on Alibaba’s e-commerce platforms.

Insight Report | October 8, 2019 Premium

New Retail Briefing: Taobao Launches New Feature of Hot-Topic Live Ranking

Taobao launched a new feature of hot-topic live ranking to prompt users to discover products from trending topics.

Insight Report | September 24, 2019 Premium

New Retail Briefing: Tencent Develops New Credit Payment Product

“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.

Insight Report | September 4, 2019 Premium

US and China Quarterly Economic Update: Growth Slows; Consumption Picks Up in the US

In this report, we discuss recent macroeconomic indicators from the US and China. US GDP increased by an annual seasonally adjusted rate of 2.0% in the second quarter of 2019, while GDP in China increased 6.2% year over year in the second quarter of 2019, slowing from 6.4% in the last quarter.

Insight Report | August 27, 2019 Premium

New Retail Briefing: Alibaba Boosts User Engagement through Weitao and 88VIP

Alibaba upgraded its content tool Weitao to boost user engagement on Taobao and Tmall platforms.

Company Earnings Update | August 22, 2019

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Pinduoduo (NASDAQ: PDD) 2Q19 Results: Revenue Beats Consensus Thanks to Strong User Growth

Pinduoduo reported revenues of ¥7.3 billion ($1.1 billion) for the second quarter ended June 30, 2019, beating the consensus estimate of $878.8 million and up 169% year over year. Operating expenses decreased and operating margin improved to (20.4)%.

Insight Report | August 13, 2019 Premium

New Retail Briefing: JD.com Prompts Social Gifting on WeChat; Suning Acquires Convenience Stores from Fung Group

“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 review the latest trends in New Retail, with a focus on major digital platforms and multichannel retail companies in China.

Insight Report | August 12, 2019 Premium

Three Months to Singles’ Day: Strategies to Drive Traffic for 11.11

In this report, we continue our countdown to 2019’s Singles’ Day to help merchants prepare for and make the most of the huge opportunity, looking at traffic promotion mechanisms on Tmall and Taobao platforms.

Company Earnings Update | August 5, 2019

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Clorox (NYSE: CLX) 4Q19 Results: Sales Decline, Pulled Down by the Household Segment

Clorox reported net sales of $1.6 billion for the three months ended June 30, 2019, down 3.8% year over year, driven by lower sales volume and unfavorable foreign exchange rates. For fiscal 2019, Clorox reported sales growth of 1% to $6.2 billion and a 1% increase in diluted EPS to $6.32.

Insight Report | July 11, 2019 Premium

Four Months to Singles’ Day: Planning a Content Marketing Strategy for 11.11

In our monthly reports counting down to Singles’ Day, we help retailers prepare for the event. In this report, we discuss the content marketing strategies on Taobao and Tmall.