Analyst Corner | December 4, 2015 Register for Free Access Weekly Insights Dec 4, 2015Over the last two weeks, our team covered early store openings on Thanksgiving, Black Friday and Cyber Monday and Giving Tuesday, which represent more than US $11 billion of sales, up 17% from last year. Mobile accounted for more than half of shopping visits and nearly a third of sales. Read More
Analyst Corner | November 27, 2015 Register for Free Access Weekly Insights Nov 27 2015In the US and UK, we are anxiously looking forward to bargains on Black Friday, which falls on November 27, the day after the US Thanksgiving holiday. Our teams will visit stores and provide updates on this heavy shopping day Read More
Analyst Corner | November 20, 2015 Register for Free Access Weekly Insights Nov 20, 2015This week, our Hong Kong FBIC Global Retail & Technology team held a well-attended Disruptors cocktail party at the Hive meeting area in our Hong Kong headquarters Read More
Flash Report | November 20, 2015 Register for Free Access Lenovo Happy Investors, Despite Lenovo’s First Loss in Six YearsOn November 12, Lenovo reported a net loss of US$714 million in its second-quarter results for fiscal year 2016. Read More
Event Presentation | November 15, 2015 Premium Disruptors – Physical and Digital– CVS Health: 37% of 2014 capex was on technology and other corporate initiatives – Nordstrom: 35% of 2014 capex; plans to spend $4.3 billion (5% of sales) over next five years – Walmart: 29% of 2014 US capex; spending “$1.2–$1.5 billion in e-commerce websites and mobile commerce applications” – Home Depot: “Tilting investments towards interconnected retail and technology Read More
Analyst Corner | November 13, 2015 Register for Free Access Weekly Insights Nov 13, 2015We offer a preview of our forthcoming report, European Grocery Discounters, which will focus on Aldi and Lidl and the impact on their newer markets, such as the US Read More
Analyst Corner | November 6, 2015 Register for Free Access Weekly Insights Nov 6, 2015Pinterest’s Buyable Pins are now available on Android devices, expanding their reach by 1.4 billion. Pinterest also launched a landing page called Pinterest Shop Read More
Analyst Corner | October 30, 2015 Register for Free Access Weekly Insights Oct 30, 2015This week, we attended Kroger’s 2015 Investor Conference, where we heard from the grocery giant how it will sustain growth. Read More
Deep Dive | October 22, 2015 Premium Connected Home Series: What Happens When Your Home Is Smarter Than You?This first report of our series on the connected home market provides an overview of the market, key drivers, underlying technologies and major players. Read More
Analyst Corner | October 9, 2015 Register for Free Access Weekly Insights Oct 9, 2015E-commerce site Jet.com is dropping its annual membership fee in order to increase the pool of potential shoppers Read More
Analyst Corner | October 2, 2015 Register for Free Access Weekly Insights Oct 2, 2015Ralph Lauren will step down from the CEO role at the company he founded nearly 50 years ago. Lauren will remain with the company as Executive Chairman and Chief Creative Officer Read More
Analyst Corner | September 25, 2015 Register for Free Access Weekly Insights Sep 25, 2015Our recent report, Global Chinese Shoppers: The $200 Billion Opportunity, a major study that we coproduced with consultancy firm China Luxury Advisors estimates that this group’s overseas retail spending will reach $422 billion by 2020—a 5-year CAGR of 13% Read More
Insight Report | September 23, 2015 Premium Hackers Worm Their Way into Apple’s iOS OrchardOn September 19, WeChat (a division of China Internet giant Tencent) posted a blog entry regarding a security flaw caused by external malware called XcodeGhost that was present in WeChat version 6.2.5 for iOS devices. The malware recorded user data and uploaded it to external servers. WeChat version 6.2.6, which was released on September 11, 2015, is the most recent version of the app and is not affected by the malware. Read More
Analyst Corner | September 18, 2015 Register for Free Access Weekly Insights Sep 18, 2015This week, we attended Under Armour’s Investor Day, where the company generated positive buzz among sports fans and investors alike with two announcements: one with Stephen Curry and one financial Read More
Analyst Corner | September 11, 2015 Register for Free Access Weekly Insights Sep 11, 2015This week, the FBIC Global Retail & Technology team attended the Goldman Sachs 22nd Annual Global Retailing Conference. Read More
