May 12, 2016 Event Presentation 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
May 6, 2016 Event Presentation 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
April 28, 2016 Company Earnings Update 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.
April 26, 2016 Event Presentation 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
April 6, 2016 Event Presentation 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.”
April 5, 2016 Flash Report 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.
March 29, 2016 Market Navigators/Market Outlook 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.
March 22, 2016 Company Earnings Update 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.
March 21, 2016 Event Presentation 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
March 14, 2016 Event Presentation 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
February 25, 2016 Event Presentation Premium Retailment Driven TrendsAlchemist Accelerator is an accelerator exclusively for startups whose revenue comes from enterprises, not consumers. CoCoon is a coworking space where entrepreneurs, creative talent, successful leaders and investors meet, collaborate and deliver results together. Member companies get access to networking opportunities, work space, a photography studio and mentors. Entrepreneurs Roundtable Accelerator (ERA) provides participant companies with an intensive four-month program, with the goal of helping early-stage companies progress rapidly into exciting, viable businesses.
February 24, 2016 Company Earnings Update Register for Free Access Lowe’s (LOW) 4Q15 Results: Solid and Balanced Results Across Regions and Product CategoriesLowe’s reported 4Q15 revenues of $13.2 billion, up 5.6% from $12.5 billion in 4Q14 and slightly higher than the consensus estimate of $13.1 billion. Total comps increased by 5.2%, while comps for the US home improvement business increased by 5.5%.
February 21, 2016 Insight Report Premium US Quarterly Retail E-Commerce Sales: 4Q15 E-COMMERCE SALES GREW BY 11.2% IN 4Q15In the fourth quarter of 2015, US online retail sales (excluding auction sites, event tickets and nonretail travel) made via desktops and mobile devices rose by 11.2% year over year, to $88.1 billion, according to comScore.
February 3, 2016 Insight Report Premium Amazon Planning Expansion into Brick-and-Mortar StoresIndustry sources stated that Amazon intends to open as many as 400 stores.
January 28, 2016 Company Earnings Update Register for Free Access Amazon (AMZN) Fourth-Quarter 2015 Results: Earnings Disappoint as Heavy Spending ContinuesAmazon reported EPS of $1.00 for the fourth quarter of 2015, well below the consensus estimate of $1.55. Higher fulfillment expenses and technology and content expenses weighed on profits.
