September 28, 2016 Event Presentation Premium In-store Technology as Retailtainment (Retail Tech Lounge)• Estimate of 63 million prime memberships (CIRP) Added 19m since last June • Most households do not hold multiple memberships About 46% of US households have just one member Costco has 44.6 million paid members and 81.3 million cardholders
September 9, 2016 Event Presentation Premium Fashion Immersion Program (PhilaU)• Amazon now has at least 54 million prime members, and growing at 50%+ the last 2 years. By contrast, Costco has 44.6 million paid members • Amazon’s video strategy with Twitch, Hollywood, and with original content producers is helping to drive prime membership more than originally expected. AMZN’s Cloud leadership also enables this. • The Fire – originally panned by critics – is the fastest growing tablet – $50 changed the tablet game and is allowing Prime content to be consumed easily. • Originally thought of as an April Fool’s joke, Dash, a button to order a specific product, now has 100 products at a push of a button for Prime members.
September 2, 2016 Company Earnings Update Register for Free Access Five Below (FIVE) 2Q16 Results: Beats Estimates; Issues Mixed FY16 Guidance ANnd 3Q16 Guidance Below ConsensusFive Below reported 2Q16 EPS of $0.18, up 38.7% year over year. The result beat the consensus estimate by a penny and was ahead of guidance of $0.16–$0.17.
August 16, 2016 Company Earnings Update Register for Free Access The Home Depot (HD) 2Q 2016 Results: Quarter In Line, Raises EPS Guidance on Better Expense ManagementEPS was $1.97, up 13.9% and in line with consensus on record net income of $2.4 billion. Revenues were a record $26.5 billion, up 6.6% year over year and in line with consensus.
August 4, 2016 Insight Report Premium AMAZON DEVICES ARE BACK AT TARGETTarget (TGT) has resumed selling Amazon (AMZN) electronic devices such as Fire tablets, Fire TV video devices and Kindle e-readers on target.com. The products are scheduled to return to shelves in October 2016.
July 29, 2016 Company Earnings Update Register for Free Access Amazon (AMZN) 2Q16 RESULTS: AMAZON HAS A BIG QUARTER WITH 31% REVENUE GROWTHAmazon reported 2Q16 revenues of $30.4 billion, up 31.1% year over year, beating the $29.6 billion consensus estimate and at the high end of the guidance range of $28–$30.5 billion. EPS was $1.78, compared to $0.19 in the year-ago quarter and consensus of $1.11.
July 15, 2016 Event Presentation Premium Meeting Tech Talk (ICSC NARTF)• Affluent Consumers are expected to take a greater hit • Younger Consumers without mortgage or stock market exposure are less affected • Middle-Aged & Retired Consumers are the most cautious and anxious group, with the most exposure to the consumer finance metrics
July 13, 2016 Flash Report Register for Free Access AMAZON PRIME DAY 2016 WRAP-UPAmazon reported that Prime Day 2016 was its biggest sales day ever, with orders up more than 60% worldwide and more than 50% in the US.
July 13, 2016 Event Presentation Premium Lunch & Learn• 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.
July 12, 2016 Flash Report 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.
July 11, 2016 Insight Report 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.
June 30, 2016 Company Earnings Update 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%.
June 9, 2016 Event Presentation 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
May 18, 2016 Event Presentation 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.
May 16, 2016 Event Presentation 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…..
