Charlie Poon

Access 7,000+ research reports and presentations on the retail and technology ecosystem, covering consumers, companies, economies, and retail and technology trends. Filter by product, sector, themes, regions, companies, or other parameters below. Alternatively, use the search box above to find relevant research content.

Insight Report | September 11, 2019 Premium

Two Months to Singles’ Day: Leveraging Juhuasuan and Alibaba’s Marketing Platform for 11.11

Singles’ Day, held annually on November 11, began as a festival of young Chinese people celebrating their pride in being single. Alibaba started promoting the day as a shopping day (now officially called the 11.11 Global Shopping Festival) back in 2009.

Insight Report | September 5, 2019 Premium

Costco’s First China Store: A First Look and a Look Ahead

On August 27, Costco opened its first store in China. First-day traffic was so heavy the store was forced to close early due to overcrowding. The Coresight Research team was there for the opening day and made a return visit on August 29.

Flash Report | August 28, 2019

Register for Free Access

Shoppers Flock to Costco’s First China Store, Forcing It to Close Early

Costco gained heavy traffic and customer flows: lines were formed before opening; consumers had to wait three hours for parking; average check-out time was about two hours.

Company Earnings Update | August 18, 2019

Register for Free Access

Vipshop (NYSE: VIPS) 2Q19 Results: Revenue and EPS Beat Consensus Thanks to Strong Apparel Sales and More Active Customers

Vipshop 2Q19 revenues were up 9.7% to ¥22.7 billion, primarily driven by more active customers and a focus on the fast-growing high-margin apparel sector.

Company Earnings Update | August 18, 2019

Register for Free Access

Alibaba (NYSE: BABA) 1Q20 Results: EPS Beats Estimates, Strong Revenue Growth Driven by China Marketplaces and Cloud Segment

Alibaba 1Q20 revenue of ¥114.9 billion misses consensus, but the company remains confident China’s growing middle class will support growth.

Company Earnings Update | August 15, 2019

Register for Free Access

JD.com (NASDAQ: JD) 2Q19 Results: Revenue Beats Consensus, Solid 3Q19 Guidance

JD.com reported 2Q19 revenue of ¥150.3 billion ($21.9 billion), up 22.9% year over year and beating the consensus estimate of ¥147.4 billion.

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.

Deep Dive | August 9, 2019 Premium

E-Commerce Opportunities in Southeast Asia: Market Entry 101

In this report, we outline the scale and potential of retail and e-commerce in Southeast Asia. We discuss the opportunities in e-commerce platforms that brands can leverage, and the strategies brands can adopt to enter the e-commerce market in Southeast Asia.

Insight Report | August 9, 2019 Free Report

Six Top Chinese Shopping Festivals You Cannot Miss

The top shopping festivals in China represent huge opportunities for brands and retailers to raise brand awareness and drive sales. Brands and retailers must be ready to take advantage of the shopping festivals China to tap into their full potential.

Company Earnings Update | August 1, 2019

Register for Free Access

Procter and Gamble (NYSE: PG) 4Q19 Results: Innovations and Increased Pricing Driving Growth

P&G reported net sales of $17.1 billion for the fourth quarter of fiscal 2019, an increase of 3.6% compared to the same period last year. Organic sales were up 7% versus last year.

Company Earnings Update | July 30, 2019

Register for Free Access

Colgate-Palmolive (NYSE: CL) 2Q19 Results: Net Sales and Diluted EPS Decline

Colgate-Palmolive reported net sales of $3.87 billion for the three months ended June 30, 2019, down 0.5% year over year and below the consensus estimate of $3.88 billion. Organic sales were up 4.0% year over year due to increased volume and pricing.

Deep Dive | July 22, 2019 Premium

2019 China E-Commerce Trends Midyear Update

Several major trends have solidified in the first half of 2019. The new e-commerce law has driven customers to buy though official, regulated channels, putting daigou on a downward trajectory.

Company Earnings Update | July 18, 2019

Register for Free Access

eBay (NASDAQ: EBAY) 2Q19 Results: Continued Revenue Growth, Beats Consensus

eBay reported net revenue of $2.69 billion in 2Q19, up 1.8% year over year and beating the consensus estimate of $2.68 billion. The number of active global buyers increased 4% year over year to a total of 182 million.

Company Earnings Update | July 11, 2019

Register for Free Access

Alimentation Couche-Tard (TSX: ATD.B) 4Q19 Results: Revenue Below Consensus, Merchandise and Service Drive Growth

Alimentation Couche-Tard reported fiscal 4Q19 revenue of $13.1 billion, down 3.7% year over year and slightly below the consensus estimate of $13.3 billion. The company reported adjusted diluted EPS of $0.52, down 11.9% year over year and below the consensus estimate of $0.55

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.