China Retail Research
Pacific Epoch’s retail research covers consumer buying patterns in China. Data ranging from inventory levels to same-store-sales and promotional activity are analyzed across the major department stores to provide insight into cosmetics, footwear, and sportswear brands. Pacific Epoch regularly surveys over 500 counter associates and managers in Tier I, II and III cities.
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Special Report: Tencent’s Big E-Commerce Bet
June 13, 2012
This report assesses a number of moves by Tencent (0700.HK) to establish itself both as a player in the online shopping platform segment and within the online electronics retailer…
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Retail: Sportswear Quarterly
May 19, 2011
Pacific Epoch's report on China's highly competitive sportswear sector tracks the same-store sales growth and other performance indicators of six of the largest chains, Anta (2020.HK),…
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Department Stores Monthly: Feb 2010
April 20, 2011
Pacific Epoch’s monthly department store update analyzes the sales performance and strategy of China’s leading department store chains. The report includes results from surveys…
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The China Report: Agricultural Commodities Update - March
April 14, 2011
Each month, Pacific Epoch analyzes the agricultural commodity markets in China, including grains such as wheat, rice and corn; oils such as soybean, rapeseed and palm; as well…
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Golden Eagle (3308.HK) FY10 Post-Earnings Recap
March 29, 2011
Total revenues grew slower than GSP at 32.4% y-o-y to RMB 2.45 billion, below our estimates and Street consensus. This report details why we remain positive on the company's long-term…
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Peak (1698): Neutral on Long-Term Prospects Despite Consensus-Beating Results
March 15, 2011
Our take on Peak's FY 2010 results and our expectations for its 2011 performance, following the company's earnings announcement.
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Special Report: Interest Rate Hikes and Inflation in H1 2011
March 02, 2011
High inflation has prompted China to adopt a new motto for 2011 monetary policy: “wenjian,” meaning “stable,” “steady” or “prudent,” adjectives that run contrary…
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