Insight Report | March 17, 2021 Premium January and February 2021 China Retail Sales: Total Sales Jump 30.7%; All Sectors Report Positive Growth Against Weak 2020We review data for retail in China in total and by sector for January and February 2021—a period that saw sales jump significantly year over year, against weak comparatives for the Covid-impacted period of 2020. Read More
Insight Report | March 9, 2021 Premium New Retail in China: Tencent Pilots Centralized Portal for WeChat Mini ProgramsWe discuss recent developments in New Retail in China, including Tencent’s launch of a centralized portal for brands and retailers’ WeChat mini programs. We also discuss the IPO prospectus filing from JD Logistics and the opening of a Tmall Luxury Pavillion store by Italian high-end shoe brand Santoni. Read More
Company Profile | March 5, 2021 Premium Pinduoduo (NASDAQ: PDD) Company ProfilePinduoduo is a Chinese e-commerce retailer, selling a range of merchandise. Headquartered in Shanghai, the company operates its group-buying retail model throughout China. Read More
Insight Report | February 25, 2021 Premium Chinese New Year Review: Retail Sales See Impressive Year-Over-Year Growth Against Weak 2020The Chinese government encouraged people to stay put for the recent Chinese New Year festival, impacting more than 100 million people who would typically return home for the holiday each year. We discuss retail sales over the holiday, including the impact of people not returning home on consumer spending. Read More
Insight Report | February 23, 2021 Premium The New Value Retailers: Online Marketplaces Challenge Brick-and-Mortar Budget FormatsThe value retail sector is expanding beyond traditional brick-and-mortar budget formats (including discount variety retailers such as dollar stores) with the emergence of online value marketplaces. We see the growth of these e-commerce platforms as presenting challenges to predominantly offline retailers in the value retail sector. We discuss the key online players, with a focus on the US, the UK and China. Read More
Event Coverage | February 12, 2021 Register for Free Access Experience the Experience: Learnings for Brands, Retailers and Retail Real Estate Firms from ULI Asia PacificCoresight Research was an innovator sponsor of the recent “Experience the Experience” virtual conference, hosted by nonprofit organization ULI Asia Pacific. The Coresight Research team joined more than 40 thought leaders globally to discuss current issues in retail and real estate. In this free report, we present key insights from the event, from retail innovation to consumer engagement and more. Read More
Insight Report | February 1, 2021 Premium New Retail in China: Gucci Launches a Flagship Store on TmallWe discuss recent developments in New Retail in China, including Gucci’s launch of a flagship store on Tmall Luxury Pavilion and China’s growing domestic duty-free market, including the opening of JD.com’s first duty-free store, in Hainan province. We also discuss investments in delivery lockers from JD.com, Pinduoduo and Suning.com, given the increase in popularity of these last-mile delivery solutions. Read More
Insight Report | January 28, 2021 Premium December 2020 China Retail Sales: Total Sales Jump 5.2%, with Full-Year Decline of 2.3%We review data for retail in China in total and by sector for December 2020—a month that saw sales jump year over year, maintaining similar growth to November’s strong increase. Read More
Deep Dive | January 27, 2021 Premium Head-to-Head in E-Commerce: Alibaba vs. JD.comFor Coresight Research’s new Head-to-Head series, we compare China’s two largest e-commerce companies, Alibaba and JD.com. In this report, we discuss the companies’ evolving business models, investment strategies, and selected financial and operating metrics to provide insights into their next stages of growth. Read More
| January 13, 2021 Free Report Three Things You Need To Know: Strategies for International Brands and Retailers To Capitalize on Chinese New YearWe present Three Things You Need To Know: Strategies for International Brands and Retailers To Capitalize on Chinese New Year Read More
Insight Report | January 12, 2021 Premium Chinese New Year: Five Strategies for International Brands and Retailers To Capitalize on the HolidayChinese New Year, also called Spring Festival, is the most important holiday of the year in Chinese culture, falling on February 11–17 in 2021. We discuss five ways in which international brands and retailers can capitalize on this retail opportunity in 2021 and future years, covering new products, red packets, themed campaigns, livestreaming and logistics. Read More
Deep Dive | January 12, 2021 Register for Free Access Retail 2021: 10 Trends for China E-CommerceWe expect 2021 to be a year full of innovation in China’s e-commerce market, with the Covid-19 pandemic having significantly altered the nature of how consumers engage with brands and make purchases. In this free report, we present 10 key trends for Chinese e-commerce in 2021 and discuss how brands and retailers that are targeting the China market could capitalize on the changes we expect to see over the course of the year. These trends cover livestreaming, shopping festivals, group buying, New Retail and more. Read More
Deep Dive | January 4, 2021 Premium 2021 Retail and Technology OutlookAgainst the challenging coronavirus-impacted retail environment, Coresight Research’s analysts provide directional outlooks and sector headwinds and tailwinds for 2021. We discuss the trends and data points that we expect to see during the year ahead, covering 10 channels, sectors or markets, with a focus on the US. Read More
Deep Dive | December 23, 2020 Premium Chinese Outbound Tourists Survey 2020: Understanding Covid-19’s Impact on Travel into 2021This report details the results of our sixth annual survey of Chinese overseas tourists’ travel, spending behavior and preferences, with a focus on the impact of Covid-19. Read More
Insight Report | December 22, 2020 Premium New Retail Briefing: Alibaba Upgrades Its Taobao Content EcosystemWe discuss recent developments in New Retail in China, including Alibaba’s upgrades to the Taobao app content ecosystem and the opening of three Seven Fresh Life stores in Guangzhou between December 18 and 25 by JD.com. We also discuss Alibaba’s investment in the community-group buying platform “Nice Tuan”. Read More
