Chart
| Oct 8, 2024
Source: Yano Research Institute
Chart
| Oct 8, 2024
Source: Yano Research Institute
Luxury ecommerce is a tough place to play: That’s why Cartier owner Richemont is selling Yoox Net-A-Porter to Mytheresa—one of the few platforms that has found sustained success.
Article
| Oct 7, 2024
Temu, Pinduoduo anger Chinese sellers as push for lower prices and generous returns policies eat away at profits: That could complicate the former’s efforts to win over US merchants
Article
| Oct 7, 2024
Chart
| Oct 1, 2024
Source: ĢAV
Chart
| Oct 1, 2024
Source: ĢAV
Chart
| Oct 1, 2024
Source: ĢAV
Chart
| Oct 1, 2024
Source: ĢAV
Chart
| Oct 1, 2024
Source: ĢAV
Chart
| Oct 1, 2024
Source: ĢAV
Chart
| Oct 1, 2024
Source: ĢAV
On today’s podcast episode, host Bill Fisher, forecasting writer Ethan Cramer-Flood, and analysts Matteo Ceurvels and Man-Chung Cheung discuss why there are so many different types of advertising bans in different countries, if they work, and the economic costs.
Audio
| Sep 30, 2024
Chart
| Sep 29, 2024
Source: Sensor Tower
The fintech’s push is part of a larger trend of US payment firms looking to capitalize on the massive growth opportunity in China
Article
| Sep 27, 2024
LVMH expands industry influence with Moncler investment: The deal would give the luxury conglomerate a board seat, as well as a piece of a brand that successfully weathered the downturn in China’s luxury market.
Article
| Sep 27, 2024
Retailers adjust China strategies to coax cost-conscious shoppers to open their wallets: Ikea and Pizza Hut will open more small-format stores to reach new customers, while H&M set up shop on Pinduoduo and Douyin.
Article
| Sep 26, 2024
Italy launches greenwashing probe into Shein: The fast-fashion retailer’s business practices are once again in the spotlight, which isn’t great news for the brand.
Article
| Sep 25, 2024
China sends a message to brands boycotting products from Xinjiang: Beijing is threatening to block Calvin Klein parent PVH’s access to China in an escalation of its “unreliable entities” tool.
Article
| Sep 24, 2024
The push against Chinese and Russian parts for connected vehicles stems from security concerns, and could complicate operations for manufacturers that rely on foreign components.
Article
| Sep 24, 2024
Mytheresa expands China presence in long-term bet on luxury growth: While the retailer is bullish on its ability to woo big spenders, the country’s economic crisis and booming daigou industry could weigh on its near-term prospects.
Article
| Sep 23, 2024
Chinese retailers may cut ad spending under new tariffs: US tariff crackdown could impact Temu and Shein's ad investments, reshaping the digital ad market.
Article
| Sep 19, 2024
Chart
| Sep 19, 2024
Source: Top Employers Institute
Livestream shopping gains steam in the US: Twenty-four percent of US consumers have participated in a livestream shopping event, up from 16% last year, which is why Shein and Zara are investing in the channel.
Article
| Sep 18, 2024
Chanel purchases Paris property at 42 Avenue Montaigne: The French designer snapped up the building one block from the Champs-Élysées as luxury competitors race to claim prime real estate.
Article
| Sep 18, 2024
Western companies lose confidence in China as consumer spending softens: Weaker-than-expected August retail sales are just the latest data point to push retailers to reevaluate their investments.
Article
| Sep 16, 2024