Insight Report | July 6, 2017 Premium US Consumer Survey— Amazon Yet to Become the Go-To Place for WomenswearThis infographic is about Amazon’s growth in womenswear. Amazon is gaining customers, but the majority of womenswear consumers are shopping omnichannel. Read More
Insight Report | July 6, 2017 Premium US Consumer Survey – Amazon Yet to Crack Menswear Market Read More
Insight Report | June 30, 2017 Premium Sycamore Partners to Acquire Staples for $6.9 BillionSycamore Partners will acquire US office supplies retailer Staples in a leveraged buyout deal for $6.9 billion. Read More
Deep Dive | June 29, 2017 Premium Deep Dive: Fashion Re-Commerce Update—12 Catalysts for Apparel Resale GrowthUS full-price retailers are suffering while re-commerce is thriving, and re-commerce is currently one of the fastest-growing sectors in retail. The marketplace for online fashion resale (“recommerce”) continues to evolve rapidly. Read More
Insight Report | June 29, 2017 Premium Takeaways from the Goldman Sachs Third Annual Innovation SymposiumOn June 27, the Fung Global Retail & Technology team attended the Goldman Sachs Third Annual Innovation Symposium in New York. The investor-focused event featured technology companies that are pursuing new approaches in analytics, data, artificial intelligence (AI), machine learning and more. The following are our key takeaways from the event: Read More
Deep Dive | June 28, 2017 Premium Deep Dive: Kaufland in Australia – Europe’s Biggest Retailer Heads Down UnderThe biggest retailer in Europe, Schwarz Group, is reportedly bringing its Kaufland discount hypermarket format to Australia. The company told us that it is still scoping the market. Read More
Deep Dive | June 27, 2017 Premium Deep Dive: An Introduction to Cybersecurity—Part ThreeHere in Part Three, we discuss new threats/threat vectors and provide an overview of cybersecurity markets and companies. Read More
Insight Report | June 26, 2017 Premium A Social and Sustainable Approach to Raw Material Innovation: Himalayan Wild FibersAn environmentally sustainable supply chain is becoming increasingly more important for the fashion industry, as apparel manufacturers make extensive use of resources, chemicals and energy, and often operate a global supply chain, all of which can have a big impact on the environment. Read More
Insight Report | June 22, 2017 Premium Takeaways from the Abercrombie & Fitch Investor Presentation at the Jefferies 2017 Global Consumer ConferenceAt the Jefferies 2017 Global Consumer Conference, which was held this week in Nantucket, Massachusetts, Abercrombie & Fitch CEO Fran Horowitz provided a recap of the company’s first-quarter performance, along with CFO Joanne Crevoiserat and VP of Investor Relations Brian Logan. The team also provided an outlook on the remainder of 2017 and an update on the company’s strategic initiatives. Key takeaways include: Read More
Deep Dive | June 22, 2017 Premium Deep Dive: Retail X Factor — StoresThis is the second report in our X Factor series, in which we identify themes that we believe will be critical for the US retail landscape in the second half of 2017 and beyond. We focus on the store in this report, as we believe the store will be one of the key factors that will make or break a retailer. Read More
Insight Report | June 21, 2017 Premium Takeaways from the 2017 Michael Kors Investor DayAt the 2017 Michael Kors Investor Day event, management outlined Runway 2020, the company’s strategic plan for driving future growth through product innovation, fleet modernization and expansion of its global digital innovation efforts. Highlights from the day’s presentations include: Read More
Insight Report | June 21, 2017 Premium Amazon Ramps Up Its Effort in ApparelAmazon announced on June 20 that it is launching a new service called Prime Wardrobe, which lets customers try on clothes before they buy them and return them for free if they decide they do not want them. Read More
Insight Report | June 15, 2017 Premium Top Three Takeaways from Loop Commerce’s “Shopping for Others: Unlocking a BlindSpot in Digital Commerce” EventOn June 13, the Fung Global Retail & Technology team attended a Loop Commerce event in New York entitled “Shopping for Others: Unlocking a Blind Spot in Digital Commerce.” Our top three takeaways were: Read More
Insight Report | June 15, 2017 Premium May 2017 US Retail Sales and TrafficTotal US retail sales for May declined by 0.3% month over month and amounted to $473.8billion. Results came in lower than the consensus estimate of a 0.1% decline. Read More
Insight Report | June 15, 2017 Premium May 2017 US Retail Sales and TrafficTotal US retail sales for May declined by 0.3% month over month and amounted to $473.8billion. Results came in lower than the consensus estimate of a 0.1% decline. Read More
