Insight Report | July 11, 2016 Premium Amazon (AMZN) Prime Day 2016 PreviewLeveraging the success of last year’s Prime Day, a celebration of the company’s 20th year in business, Amazon is celebrating its birthday again this year, promising to offer even bigger and better deals to its Prime members than last year, which saw higher unit sales than on the previous Black Friday. Read More
Company Earnings Update | June 30, 2016 Register for Free Access Alibaba (BABA) Steps Up Global Expansion Strategy by Raising its Stake in LazadaAlibaba announced that it will pay almost $1 billion to increase its stake in leading Southeast Asia e-commerce platform Lazada to 83% from 51%. Read More
Event Presentation | June 9, 2016 Premium Future of Retail: Is It Coming Apart at the Seams? (RMS)• Over the next 5 years US consumer spending is forecasted to grow by 22%; non-essential categories, including vacations and dining out, will see the fastest growth, about 27% (Mintel) • More than 3 in 4 millennials would choose to spend money on a desirable experience • Experiences are what people use to define themselves across social channels Read More
Event Presentation | May 18, 2016 Premium The Shoptalk Startup Pitch• Fung Global Retail & Technology advises retailers, real estate developers, tech companies, and others on projects situated at the intersection of retail, tech and/or fashion • Our team offers a robust knowledge bank and deep-rooted experience across the retail, fashion. and tech industries. We are involved in many areas of the business, which allows us to offer a unique perspective on the future and where the sector is heading. Read More
Event Presentation | May 16, 2016 Premium Top 25 Retail TrendsTop 25 Retail Trends 1. Store Traffic 2. Experiential Retail 3. Smart Malls 4. Retail Store Closings and Openings 5. Owning Grocery 6. Moving to Omni 7. Evolving Pure Plays 8. Winner-Take-All E-Commerce & More….. Read More
Event Presentation | May 12, 2016 Premium 6 Retail Trends and 7 Ways Amazon Is Changing Everything (Ecommerce Media Forum)• US mall traffic has decreased for 37 consecutive months and continues to be challenging • Malls have seen an average 9.1% YoY decrease in traffic since January 2015 – High-end malls appear less affected – General Growth Properties: traffic up 2% in 2015 – Simon Malls: traffic up 1.5% in 2015 – Taubman Centers: traffic up in 2015 Read More
Event Presentation | May 6, 2016 Premium 1Q2016 Recap (Planalytics)Q1 2016 and Spring Retail Trends 1. Selected April Sales 2. Selected Latest Quarter Earnings 3. Mixed Luxury Results 4. Online: Amazon Spotlight and More Read More
Company Earnings Update | April 28, 2016 Register for Free Access Amazon (AMZN) 1Q16 Earnings: Beats Estimates on Top and Bottom Lines; 2Q Guidance in LineAmazon reported 1Q16 revenues of $29.1 billion, up 28.2% year over year and ahead of the $28.0 billion consensus estimate. EPS was $1.07, beating the $0.60 consensus estimate and compared to a loss of $0.12 in the year-ago quarter. Read More
Event Presentation | April 26, 2016 Premium 16 Global Retail Trends for 2016Global Retail Trends for 2016- smart malls and silver economy to customer loyalty and Amazon becomes a force in omni-channel Read More
Event Presentation | April 6, 2016 Premium 5 Ways Amazon Is Shaking Up Retail“The growth of online retailers, especially Amazon, has made shopping trips less appealing. Just as mall traffic has decreased (Fung Business Intelligence Centre estimates that the average American now visits a mall three to four times a year, as opposed to five to six times a few years ago), visits to big-box retailers are also dropping.” Read More
Flash Report | April 5, 2016 Register for Free Access Walgreens Boots Alliance (WBA) 2Q16 Results: In-Line Results Driven by Strong Pharmacy BusinessWalgreens Boots Alliance reported fiscal 2Q16 revenues of $30.2 billion, up 13.6% from the year-ago period and slightly below the consensus estimate of $30.7 billion. Adjusted EPS was $1.31, up 10.8% year over year and slightly above the consensus estimate of $1.28. Read More
Market Navigators/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
Company Earnings Update | March 22, 2016 Register for Free Access Five Below (FIVE) 4Q15 Results: Continues to Execute on Long-Term GoalsFive Below reported 4Q EPS of $0.77 versus consensus of $0.76 and guidance of $0.75 to $0.76. Read More
Event Presentation | March 21, 2016 Premium What Is Driving Retail in 2016 (US and Europe)BRICK & MORTAR RETAILERS CONTINUE TO EXPERIENCE TRAFFIC DECLINES- • US mall traffic has declined for 37 consecutive months and continues to be challenging • Feb. 2016 store traffic dropped by 6.6% YoY • Malls have seen an average drop in traffic of 9.3% YoY • High-end malls appear less affected – GGP traffic up 2% in 2015 – Simon traffic up 1.5% in 2015 – Taubman traffic up in 2015 Read More
Event Presentation | March 14, 2016 Premium Golden Seeds Presentation• Fung Global Retail & Technology advises retailers, real estate developers and tech companies on projects situated at the intersection of retail, tech and/or fashion • Our team offers a robust knowledge bank and significant experience in the retail, fashion and tech fields. We are involved in many areas of the business and believe this allows us to offer a unique perspective by focusing on the future and where the sector is heading Read More