Company Earnings Update | April 25, 2019 Register for Free Access eBay (NASDAQ: EBAY) 1Q19 Results: Steady Revenue Growth Beating ConsensuseBay reported revenues of $2.64 billion in 1Q19, up 2.4% year over year and beating the consensus estimate of $2.58 billion. Read More
Market Outlook | March 1, 2019 Premium Sector Overview: E-Commerce — Online-Offline Integration in a Winner-Takes-All SectorEach of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on e-commerce. Read More
Company Earnings Update | January 31, 2019 Register for Free Access eBay (NASDAQ: EBAY) 4Q18 and FY18 Results: Steady Growth, More Returns for ShareholderseBay reported revenues of $2.88 billion in 4Q18, up 6.3% year over year and beating the consensus estimate of $2.86 billion recorded by Bloomberg. GMV was $24.6 billion, up 1% as reported and 2% on a currency-neutral basis. Gross margin increased 31 basis points to 78.5% and operating margin decreased 82 basis points to 23.7%. Non-GAAP diluted EPS increased 20.3% to $0.71, beating consensus of $0.68. Read More
Deep Dive | September 17, 2018 Premium Deep Dive: Profiling Ten of the World’s Biggest E-Commerce Marketplaces, from Alibaba to ZalandoIn this report, we profile ten of the world’s biggest e-commerce marketplaces and look at the global prospects for e-commerce growth. Read More
Deep Dive | July 10, 2018 Premium Artificial Intelligence in Retail, Part 2: What Retailers Are Doing with AIIn this report, we explore how retailers are applying AI across business functions. We studied 30 retailers to understand how they have implemented AI in their businesses. Read More
Flash Report | June 25, 2018 Register for Free Access US Supreme Court Enables States to Collect Taxes on Online Sales Possibly Levelling the Playing Field in US RetailOn Thursday, June 21, the US Supreme Court ruled that American states have the right to collect taxes on e-commerce sales regardless of the physical location of the online retailer. The decision reversed a 1992 deliberation that granted a defacto tax break for pure-play retailers. Read More
Insight Report | May 14, 2018 Premium Quick Take: The Boom in Marketplace PlatformsIn this report, we review the different types of marketplace platforms. Read More
Event Coverage | February 15, 2018 Register for Free Access MAGIC Las Vegas 2018: Key Takeaways from Day TwoThis week, the Coresight Research team is attending MAGIC Las Vegas 2018, one of fashion’s most comprehensive trade shows covering men’s, women’s and children’s apparel, accessories and footwear. Here, we share five key takeaways from day two of the event. Read More
Company Earnings Update | January 26, 2017 Register for Free Access eBay (EBAY) 2016 Results: Mixed Quarter and OutlookeBay reported 4Q16 revenues of $2.4 billion, up 3.1% year over year and in line with the consensus estimate. Gross merchandise volume (GMV) was $22.3 billion, up 2% year over year as reported and up 5% on a currency-neutral basis. Adjusted EPS was $0.54, compared with $0.50 in the year-ago quarter, beating the consensus estimate by a penny. Read More
Event Presentation | October 20, 2016 Premium AR VR – At an Inflection Point (RetailLoco)• AR/VR applications are becoming more commonplace, for example in virtual catalogs and Pokémon Go • Goggles such as Google Cardboard and $79 Google Daydream View put the price of AR within reach • One forecast calls for a $80 billion market in 2025, and VC funding is increasing rapidly • AR has seen broad acceptance; will VR overcome the “nerd factor”? Read More
Flash Report | July 12, 2016 Register for Free Access Amazon Prime Day: A Mixed Response in 2016Fung Global Retail & Technology began covering the second annual Amazon Prime Day starting at its launch at midnight Pacific Time (PT) today. Read More
Market Outlook | March 29, 2016 Premium Online Marketplaces for Handcrafted and Vintage MerchandiseThis report provides an overview of the handcrafted & vintage goods market, key online players and a comparison of Etsy vs larger e-commerce platforms, eBay and Amazon. Read More
Event Presentation | December 11, 2014 Premium Brands and Retailers in the Golden Age of Cheap Gas & Cool Stuff• Growth of Uber – Valuation from $18 billion in June to $40 billion in December – doubled in just six months! – Uber also wants to be your delivery guy – UberFresh, Uber Corner Store. Read More
