Deep Dive | June 17, 2019 Premium Belt and Road Initiative: Latest Developments and Emerging OpportunitiesThe BRI is an ambitious initiative to transform the trade landscape from China to Europe via Asia and Africa. We see progress in terms of policy coordination, facility connectivity, trade and financial integration. However, there are also political and financial concerns. Read More
Flash Report | June 17, 2019 Register for Free Access Alibaba Files for Second Listing in Hong KongAlibaba has filed for a Hong Kong listing, potentially Hong Kong’s biggest offering since 2010. The listing could raise up to $20 billion. Read More
Flash Report | June 11, 2019 Register for Free Access Unilever to Acquire Skincare Brand Tatcha for a Reported $500 MillionUnilever has signed an agreement to acquire the prestige skincare brand Tatcha. Unilever reportedly paid almost $500 million for the brand. Read More
Insight Report | June 11, 2019 Premium Insights from China: Aldi Opens First Stores in ChinaOn June 7, Aldi opened its first stores in China with two locations in Shanghai. China’s grocery market is growing, though global grocery retailers who have tried to tap this market have met with mixed success. Read More
Insight Report | June 11, 2019 Premium Five Months to Singles’ Day: A Timeline to Prepare for Double 11In our monthly reports counting down to Singles’ Day, we help retailers prepare for the event. In this report, we offer a five-step guide for preparing for Single’s Day. Read More
Deep Dive | June 10, 2019 Premium 10 Trends Shaping The Future of Chinese Consumer DemandChinese consumers have higher expectations than ever before: They are more digital than their Western counterparts, have rising incomes and are experiencing an explosion in retail and product options. Read More
Insight Report | June 6, 2019 Premium Supply Chain Briefing: 3D Printing Brings Efficiency and Innovation to the Supply Chain3D printing technology brings benefits to brands and retailers in various stages of the supply chain by speeding product design, shortening production lead time and making it possible to produce customized products at affordable cost. Read More
Insight Report | May 30, 2019 Premium Supply Chain Series: Reality Technology Streamlines Product Design and Improves ServicingReality Technology enables companies to streamline production through faster prototyping, to improve production speed and deliver better customer service in retail stores. Read More
Company Earnings Update | May 24, 2019 Register for Free Access Vipshop (NYSE: VIPS) 1Q19 Results Beat Consensus Thanks to Improved Product Assortment in Apparel and Increase in Active CustomersVipshop reported 1Q19 revenues of ¥3 billion, up 7.3% year over year and beating the consensus estimate of ¥20.5 billion. Read More
Insight Report | May 23, 2019 Premium Insights from China: China’s Economic Growth SlowsThis week, we look at China’s slowing economic growth. Read More
Insight Report | May 23, 2019 Premium Supply Chain Series: From Immersive Technologies to RoboticsTechnologies including blockchain, AI and others are transforming the various stages in the retail supply chain, including product design, demand forecasting, manufacturing, logistics, warehousing, last-mile delivery and sales. Read More
Company Earnings Update | May 22, 2019 Register for Free Access Pinduoduo (NASDAQ: PDD) 1Q19 Results: Online Marketing Services Boost Revenues, Operating Margin Impacted by Soaring CostsPinduoduo reported 1Q19 revenues of ¥4.5 billion, up 228% year over year and beating the consensus estimate of ¥4.1 billion. Read More
Deep Dive | May 21, 2019 Premium Understanding Fresh Food E-Commerce in ChinaThe gross merchandise volume (GMV) of China’s fresh food e-commerce market is expected to increase 160% to ¥162.0 billion in 2019 from ¥62.2 billion in 2016, according to iiMedia. Read More
Insight Report | May 21, 2019 Premium New Retail Briefing #10: Alibaba Accelerates its Global Expansion, Intersport Teams Up with SuningAlibaba is accelerating its global expansion by allowing merchants in selected countries to sell on AliExpress and launching the “The New Chinese Goods Project.” Read More
Company Earnings Update | May 17, 2019 Register for Free Access Alibaba (NYSE: BABA) 4Q19 Results: Strong Revenue Growth Driven by China Retail MarketplacesAlibaba reported 4Q19 revenues of ¥93.5 billion ($13.9 billion), up 51% year over year and beating the consensus estimate of ¥91.7 billion ($13.3 billion). Read More