April 21, 2016 Company Earnings Update Register for Free Access Alphabet (GOOG) 1Q16 Results: Solid Quarter, but EPS MissesAlphabet reported 1Q16 revenues of $20.3 billion, up 17.4% year over year. Non-GAAP EPS was $7.50, missing the consensus estimate of $7.96.
April 14, 2016 Event Presentation Premium From Wall Street to Main Street (Global Retailing Conference)• Large customer base + frequency of touchpoints = big opportunity to leverage nonfood offering. • In Europe, Tesco led the way in the 1990s –2000s • Tesco has expanded beyond its grocery base by cross-selling to its banking and mobile telecom customers
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 26, 2016 Flash Report Register for Free Access Baidu (BIDU) 4Q15 Results: Strong Revenue Growth with a Higher Contribution from MobileBaidu’s gross merchandise value totaled ¥14.7 billion (US$2.3 billion) for 4Q15, an increase of 397% year over year. Total revenues rose by 33.1% year over year. 4Q15 declined 15.7% year over year, excluding an exchange of Qunar shares with Ctrip.
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 1, 2016 Company Earnings Update Register for Free Access Alphabet (GOOG) 4Q 2015 Results: First-Ever Alphabet Results Blow Past ExpectationsIn its first reported quarter following Google’s restructuring into two divisions, Alphabet reported 4Q15 revenues of $21.3 billion, up 18% year over year and far exceeding the consensus estimate of $16.9 billion.
January 16, 2016 Event Presentation Premium The Future Customer and Opportunities for StartupsCharacteristics and Trends Driving Opportunity in the Silvers Market.
January 15, 2016 Event Presentation Premium The Future of Digital Retail• Anticipating future trends and developments • Plan for future value and avoid obsolescence – What problem are you trying to solve? – How will the solution be used? – How robust does it need to be? • Ensure flexibility to manage changing formats and deployment patterns
November 15, 2015 Event Presentation 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
November 10, 2015 Deep Dive Premium Connected Home Series: Smart Home SecurityThis 2nd report of our series on the connected home market examines how security is by far the main reason for adopting smart-home technologies.
October 22, 2015 Deep Dive 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.
October 18, 2015 Insight Report Premium EXPLORIUM DISCOVERING THE FUTURE OF RETAILOn September 24th, we were in Shanghai to attend the opening ceremony for Explorium, a Fung Group initiative in collaboration with IBM and Pico. Explorium is an innovative experimentation platform over the future of retail. report is a recap of what we saw.
October 14, 2015 Event Presentation Premium Top Ideas on Global Retail and TechFBIC TOP 20 RETAIL & TECH TRENDS 1. Ecommercification: More Convenient Payment 2. In-Store Shopping Becomes More Purposeful 3. Webrooming 4. Increasingly Personalized Shopping 5. At-Home Beauty Devices Limit Salon Visits 6. Geofencing and Beacons Enable Location-based Marketing
October 14, 2015 Insight Report Premium EXPLORIUM: DISCOVERING THE FUTURE OF RETAILOn September 24th, we were in Shanghai to attend the opening ceremony for Explorium, a Fung Group initiative in collaboration with IBM and Pico, which is an innovative experimentation platform over the future of retail. This report is a recap of what we saw.
