July 21, 2017 Analyst Corner Register for Free Access Weekly Insights Jul 21, 2017This week’s note “From the Desk of Deborah Weinswig” offers a review of WeChat, a communication, connection and commerce ecosystem.
July 19, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 2Q17 and 1H17 Trading Update: Results Expected to Just Miss ConsensusZalando reported preliminary figures for 2Q17, with revenues of €1,091–€1,109 million, up 19%–21% year over year, and adjusted EBIT of €80–€86 million, versus the consensus estimates of €1,109 million and €86.7 million, respectively.
July 14, 2017 Analyst Corner Register for Free Access Weekly Insights Jul 14, 2017This week’s note “From the Desk of Deborah Weinswig” discusses the importance of Amazon Prime Day in boosting awareness of Amazon’s fashion, beauty and grocery offerings and encouraging customers to try its private-label products
July 13, 2017 Flash Report Register for Free Access Amazon Announces a Record Third Annual Prime DayAmazon announced that its third annual Prime Day shopping event, which ran for 30 hours, was the biggest day in Amazon history in terms of revenue, surpassing Black Friday and Cyber Monday.
July 11, 2017 Flash Report Register for Free Access Alibaba Launches Taobao Global US Merchants NetworkAlibaba has launched its Taobao Global US Merchants Network, which connects Taobao Global merchants with small- and medium-sized enterprises (SMEs) in the US that would like to sell their products to Chinese consumers.
July 11, 2017 Insight Report Premium Amazon Prime Day 2017: A Private-Label Push in Fashion and Grocery, and Launching in India, TooThis year, Amazon is offering Prime Day to its Indian shoppers for the first time, and the company used the event to launch brands such as Gap on its site.
July 6, 2017 Deep Dive Premium Deep Dive: US Consumer Survey— Amazon Yet to Become the Go-To Place for WomenswearThe majority of womenswear consumers are omnichannel shoppers, with 73.0% of surveyed women purchasing apparel from both online and offline channels in April 2017.
July 6, 2017 Insight Report 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.
June 30, 2017 Company Earnings Update Register for Free Access Walgreens Boots Alliance (WBA) Fiscal 3Q17 Results: Beats and Raises Guidance, Announces New Agreement with Rite AidWalgreens Boots Alliance reported fiscal 3Q17 adjusted EPS of $1.33, above the $1.30 consensus estimate. Revenues were $30.1 billion, up 2.1% year over year and above the $29.7 billion consensus estimate. Sales increased by 5.0% on a constant-currency basis in the quarter.
June 26, 2017 Event Coverage Register for Free Access Insights from Alibaba’s Gateway ’17 Summit: Consumer and Industry Trends in China—Fashion and Apparel PanelRoth Lai, Deputy Editorial Director, ELLE China
June 23, 2017 Event Coverage Register for Free Access Insights from Alibaba’s Gateway ’17 SummitLivestreaming is an effective tool for engaging with Chinese consumers.
June 22, 2017 Company Earnings Update Register for Free Access Zalando (XTRA: ZAL) 2017 Capital Markets Day and Warehouse Tour: Moving Beyond RetailingAt Zalando’s 2017 Capital Markets Day event, held in Berlin, Germany, management emphasized that the company is moving beyond its traditional model of retailing owned inventory. The company’s Partner Program allows brands and retailers to list and dispatch their own inventory.
June 22, 2017 Event Coverage Register for Free Access Alibaba Gateway ’17 Day 2 TakeawaysThe Fung Global Retail & Technology team is attending the Alibaba Gateway ’17 event in Detroit, Michigan. This inaugural conference, which attracted over 3,000 attendees, is the largest event Alibaba has hosted outside of China. Alibaba Gateway aims to help small- to medium-sized businesses in the US to better understand the China opportunity and enable them to sell into China via Alibaba’s various platforms.
June 21, 2017 Insight Report 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.