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The China Beauty Consumer, Pre- and Post Coronavirus

Although impacted by the coronavirus pandemic, initial indicators show that China’s economy is rebounding, and the beauty industry is poised for a speedy recovery. We discuss findings from our proprietary survey of beauty consumers in China—as well as recent data about the market—to examine the preferences and spending behaviors of this demographic prior to the coronavirus pandemic and learnings coming out of the crisis.

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Market Overview: E-Commerce Platforms–Mixed Impact from Coronavirus, but Innovation Continues To Support Gains

In this Market Overview, we explore the current retail e-commerce market and its future outlook, with a focus on China and the US. We consider the competitive landscape and the impact of the ongoing coronavirus pandemic. This report also discusses a number of key themes in the market, including new physical store formats, social commerce and private labels.

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New Retail Briefing: Shanghai Fashion Week Livestreams Shows Online amid Coronavirus Outbreak

The coronavirus pandemic has caused many events around the world to be canceled or postponed, but Shanghai Fashion Week instead moved online, partnering with Tmall to livestream its shows. We discuss this move among other recent developments in China as the nation recovers from the coronavirus, including a move by food-delivery platform Meituan to boost sales by expanding its services.

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Market Overview: Luxury—Taking a Back Seat to the Global Pandemic

In this market overview, we explore the personal luxury goods market landscape and consider the top 20 companies and top 15 brands in the global market by revenue. We discuss the impact of the ongoing coronavirus pandemic on both supply and demand in the luxury industry, as well as considering the importance of China’s luxury shoppers in today’s environment.

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Insights from China: How Brands Can Leverage Chinese Quora-Like Platform Zhihu

China’s Zhihu is a Quora-like online forum that has grown to attract 220 million users, most of whom are well educated, have higher-than-average incomes and live mostly in tier-1 and tier-2 cities. The social platform offers opportunities for brands to interact with consumers and build brand awareness: Companies such as Amazon have started to utilize Zhihu’s enhanced features, which include livestreaming.

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Coronavirus Briefing: China’s PMI Slumps as Disruption Continues in Supply Chain; International Demand Could Be the Next Challenge

The effects of the coronavirus outbreak on retail are being felt across the globe. With supply-chain disruption continuing, China’s PMI has slumped, with factory activity falling to an all-time low in February 2020. We consider the impact of the virus to China’s exports market going into the second quarter of the year.

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Coronavirus Briefing: Four Coronavirus-Driven Digital Trends and Their Post-Outbreak Prospects

Online services of all sorts have boomed in China since the coronavirus outbreak, compounded by delays to official back-to-work (and back-to-school) dates after the long Chinese New Year holidays, quarantines and the avoidance of public places (even work) by most consumers. Will the digital shopping trend continue once the outbreak is over?

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