Showing 123 posts

E-Commerce Platforms Make Multibillion-Dollar Investments in Logistics as Online Demand Surges

With the Covid-19 pandemic having significantly accelerated the growth of e-commerce, the global e-commerce logistics market is booming as platforms strive to meet consumer demands for delivery. We look at recent investments into logistics capabilities by select e-commerce platforms—including Amazon, Alibaba, Flipkart and JD.com—across six key areas, from facilities to autonomous delivery technologies and last-mile delivery.

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Singles’ Day 2020: Analyzing New Entrants

As part of our coverage of Singles’ Day 2020, we explore new entrants on Alibaba’s Tmall platform and their approach to leveraging the shopping festival for China market entry or expansion. We cover entrants from different sectors, including apparel, beauty, home furnishing and luxury.

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Market Outlook: Understanding China’s $5 Trillion Retail Sector

In this Market Outlook, we explore China’s retail sector. We analyze data on the sector’s size and present our estimates for growth in the remainder of 2020 and into 2021. We profile China’s leading retail companies and outline the composition and trajectory of the retail market. This report also discusses a number of key themes in the market—including e-commerce as a driver of sector consolidation, high consumer demand in certain product categories, sales growth among domestic beauty brands and opportunities in the duty-free format.

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New Retail Briefing: Alibaba To Invest in Travel Retailer Dufry To Tap Into China’s Growing Domestic Duty-Free Market

We discuss recent developments in New Retail in China, including Alibaba’s planned investment in travel retailer Dufry to capture sales from China’s growing domestic duty-free market and Pinduoduo’s partnership with Yili, the largest dairy company in China, to livestream the production process in its formula factory as a move to gain consumer trust.

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China’s National Day Wrap-Up: Golden Week Sees Uptick in Discretionary Spending

China’s National Day holiday ran from October 1 through October 8 this year. We discuss data and offer insights into consumption patterns and behaviors among Chinese tourists during Golden Week 2020, covering travel revenue, retail sales, spending in discretionary categories and food-service revenue. We also consider travel to Macau and the popularity of duty-free shopping.

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US Survey Update: Shoppers’ Plans for Prime Day, 10.10, and Target’s and Walmart’s Shopping Events (Full Report)

Our latest survey report provides a detailed update on US consumers’ behaviors, concerns and expectations, with a focus on the implications for retail. This week, we discuss whether consumers expect to purchase from or browse promotions in the four upcoming shopping festivals in October and the most popular categories for intended purchases. We also discuss consumer behavior across retail and grocery, including findings around consumers’ avoidance of public places, as well as what activities they expect to do in the next two weeks. Our consumer survey was undertaken on October 6.

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