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China Resources Enterprise – Tesco integration poses challenges

While CRE remains a leading hypermarket/supermarket operator, drag on profits from its Tesco joint venture and intensifying competition are posing challenges for the firm.

15 January 2015

Yonghui – partnerships to boost fresh food specialist

Fresh food specialist Yonghui has recently agreed a series of strategic partnerships which should strengthen its supply chain, logistics and retail operations, and underpin continued double-digit growth in 2015.

15 January 2015

Sun Art – challenges ahead for mass-market leader

Strong popularity in lower-tier cities has maintained Sun Art’s leadership of China’s grocery market. However, our surveys and the company’s sales figures suggest an increasingly challenging environment.

15 January 2015

Walmart – restructuring unlikely to yield short-term improvement

Restructuring and lower-tier expansion are unlikely to result in a rapid improvement in fortunes for the US retailer’s China operations, given stiff competition and the growth of convenience stores and e-commerce.

15 January 2015

Supermarkets – increasingly slim pickings

Growth in bricks-and-mortar grocery retail sales is slowing, given weaker consumption growth and the rising challenge presented by e-commerce. As such, implementing effective distribution and online strategies is becoming increasingly important.

14 January 2015

Spending strengthens slightly in December

Discretionary spending growth improved slightly in December, according to our latest survey of 1,000 consumers nationwide. Household income growth moderated despite an increase in investment returns, while consumer confidence in the economy fell, although remained firmly in positive territory.

05 January 2015

Nine key themes for 2015

China Confidential has identified nine key themes that are likely to present both opportunities and risks in the coming year. 

18 December 2014

Reform watch – one year on from the third plenum

A progress report on key areas of reform in 2014 and a look ahead to policies likely to be announced in 2015.

18 December 2014

Consumer sector outlook for 2015

Our outlook for key consumer sectors and companies in 2015.

18 December 2014

Seeking growth amid a further slowdown

Although moderating incomes and economic uncertainty will drag on consumption growth in 2015, key subsectors look set to continue to outperform.

18 December 2014

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