Deep Dive | June 14, 2017 Premium Deep Dive: Retail X Factor— The US EconomyThis is the first report in our X Factor series in which we identify themes that we believe will be critical for the US retail landscape throughout 2017 and beyond. In this report, we look at the macroeconomic backdrop in the first quarter of 2017, and analyze the economic outlook and how this could impact retail for the rest of the year. Read More
Insight Report | June 5, 2017 Premium May 2017 US Same-Store SalesComps for the group generally beat expectations in May. Costco’s comps were up 4.1%, beating the consensus estimate of 3.0%. Read More
Deep Dive | May 19, 2017 Premium Deep Dive: Retail Spending Review—Breaking Down Retail Sales in the US, the UK, Germany and ChinaOf these countries, the US sees clothing and footwear capture the smallest share of retail sales. The category accounted for only 10.9% of US retail sales in 2016, which was down from 11.7% in 2012. Read More
Event Presentation | May 15, 2017 Premium Latest Trends and Developments in O2O RetailingJD.com plans to open 1 million brick-and-mortar convenience stores through franchising within five years. It invested in Yonghui Superstores, a supermarket chain in China. • This follows JD.com’s announcement to open 10,000 home appliance stores across China. • The stores will use JD.com’s data analytics and logistics system to better target consumers and fulfil orders. • The stores can set up virtual stores on JD.com. Read More
Event Presentation | May 11, 2017 Premium 1Q2017 Recap and Spring Retail Update (Planalytics)Spring Retail Update • Recent sales and earnings results indicate a continuing struggle in retail. • Store closures, bankruptcies and management changes are shaking up the industry. • The media barrage of the retail industry doesn’t help perception. • Uncertainty exists in terms of the forward picture; things probably get worse before they get better. Read More
Deep Dive | March 8, 2017 Premium Deep Dive: Retail Revolution— US Apparel Shifts in 20 ChartsDespite some reports to the contrary, Amazon is not among the top 10 apparel retailers in the US, by revenues, if we consider what it retails in its own right. Read More
Event Presentation | February 16, 2017 Premium Global Retail Reinvented (Bloomberg)The Art of Decluttering • The typical American wardrobe has 120 items today vs 36 items in 1930. • 80% of them are unworn. • Marie Kondo’s “the Life Changing Magic of Tidying Up” brought minimalism to the mainstream. • Cladwell helps consumers create a minimalist wardrobe. Read More
Event Presentation | February 15, 2017 Premium Australian Apparel Market PrimerAustralian retailers are relatively positive about their prospects for 2017. In Deloitte’s most recent Retailers’ Christmas Survey, 64% of respondents are expecting their earnings to increase by 5% or more in 2017, with such levels of optimism at their highest since we started this survey five years ago. However, this optimism needs to be tempered somewhat with realities of the macro-economic outlook. The ‘wealth-factor’ arising from appreciating house prices that has buoyed parts of the market is starting to slow down, whilst we continue to see low wage growth. Against this background, the retail environment in Australia is likely to remain challenging, particularly with the continued influx and expansion of global retailers in Australia. Read More
Insight Report | January 23, 2017 Premium UK December Retail Sales and Christmas Wrapup: A Bumper Holiday PeriodOfficial data and company updates confirm that it was a bumper holiday season. Total retail sales grew by 7.1% in December, the strongest December growth recorded in decades. Read More
Insight Report | January 23, 2017 Premium December 2016 UK Retail Sales and Christmas Wrapup: A Bumper Holiday PeriodOfficial data and company updates confirm that it was a bumper holiday season. Total retail sales grew by 7.1% in December, the strongest December growth recorded in decades. Read More
Event Presentation | January 5, 2017 Premium 2016 Holiday Recap (Planalytics)US 2016 Holiday Wrap-up :- Holiday Wrap-Up: Season Was a Success, Driven by a Last-Minute Surge of Shoppers 2. Consumers Were Willing to Wait for the Best Deals, Which Resulted in a LastMinute Rush in Sales 3. Favorable Holiday Calendar; Day Before Christmas Was a Saturday…….. Read More
Event Presentation | December 16, 2016 Premium Primark Overview• Ultralow price points support Primark’s decision not to sell online, as the costs of fulfillment would erode margins • The impulse buys that are made as shoppers browse the assortments would be lost online – There is no digital equivalent of piling baskets to overflowing as shoppers walk the aisles • A short-lived experiment to sell Primark products through ASOS was abandoned in 2013 – No sign of movement toward a multichannel proposition ever since Read More
Flash Report | December 9, 2016 Register for Free Access Costco (COST) 1Q17 Results: EPS Misses Expectations; Store Traffic UpCostco reported adjusted 1Q17 EPS of $1.17, below the $1.19 consensus estimate and up 6.8% year over year. Revenues were $28.1 billion, up 3.2% year over year and roughly in line with the consensus estimate. Read More
Event Presentation | December 8, 2016 Premium China – Tapping into New Opportunities● Fung Global Retail & Technology publishes research available on www.FungGlobalRetailTech.com ● We advise retailers, real estate developers and tech companies on projects situated at the intersection of retail, tech and/or fashion. ● Our team possesses a robust knowledge bank and significant experience in the retail, fashion and tech fields. Read More
Flash Report | December 6, 2016 Register for Free Access What is Amazon Go, and What it Means for Amazon and its CompetitorsAmazon announced the launch of Amazon Go, an automated, checkout-free convenience store in Seattle, Washington, powered by technologies such as computer vision, sensor fusion and deep learning. Read More
