December 20, 2017 Event Presentation Premium 2017 in Review (Celect)2017 In Review:- Introduction to Celect & FGRT Major Retail Trends 5 Shocking Moments of 2017 2018– The Breakout Year for AI?
December 6, 2017 Event Presentation Premium The Retail Revolution – Global Trends and Opportunities (Asia Etailing Summit)• Amazon and Walmart have made notable acquisitions in 2017, which have defined the new retail landscape in the US. • Petsmart moved to acquire Chewy.com, one of the fastest-growing online retailers in the US. • In fashion, Coach has moved to acquire Kate Spade, Michael Kors – Jimmy Choo.
November 17, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted – The Tenant of the Future (ULI)Many stores are now part of the last-mile solution. In the US, some older malls are being repurposed as warehousing and delivery depots. • Stores are leveraging sharing-economy technology to serve as fulfillment centers for local deliveries. • Malls are being used innovatively as warehouses, delivery depots and pickup locations for customers. • In North Randall, Ohio, outside Cleveland, a former mall is becoming a new Amazon warehouse.
November 16, 2017 Event Presentation Premium 3Q2017 Wrapup and Holiday Preview (Planalytics)3Q17 Retail Update 1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers 2. Store Traffic Continues to Be Challenged 3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps 4. Hurricanes’ Effect on Retail
November 9, 2017 Flash Report Register for Free Access Macy’s Flagship Creates a New Retail Experience with Samsung Smart StoreThe Macy’s flagship in Herald’s Square has gone digital, with more than 1,000 square feet dedicated to a Samsung smart product experience area, the first of its kind in the country, according to Samsung’s representatives.
November 3, 2017 Flash Report Register for Free Access Explorium 2.0 Grand LaunchExplorium 2.0 is the Fung Group’s experimental platform in Shanghai dedicated to creating a smart supply-chain system, with the vision to strengthen China’s global economic competitiveness.
October 19, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted (XSPECS) Retail Traffic Is Down • Retail traffic has continued to struggle, although it has been showing slight improvement • According to RetailNext, retail store traffic in July declined by just 5.5%, its smallest drop since January 2016 • The conversion rate, which represents how many shoppers became buyers, rose by 0.5% in both June and July, the highest rate increase in almost a year
September 19, 2017 Event Presentation Premium Background on Amazon and RetailUS Retail Bankruptcies Are at Post-recession Peak • Year to date, 14 retailers have filed for bankruptcy • That is more than the number of filings over the entire year in 2016 • Retail bankruptcies are on track to reach their highest level since 2009, when 18 retailers filed for bankruptcy • And there are likely more to come
September 6, 2017 Deep Dive Premium Deep Dive: The Mall Is Not Dead, Part 2— The Mall Is in Need of TransformationThis is the second report in our three-part The Mall Is Not Deadseries that looks at the US mall landscape with a focus on the challenges malls face and their need for transformation. In this report, we examine the department stores and specialty stores that constitute the bulk of mall tenants to determine what is working for them and what is not.
August 30, 2017 Event Presentation Premium Retail Revolution – Disrupt or Be Disrupted – The Connected Mall (ULI)There will be 100 million more people living in Chinese cities by 2019. New infrastructure projects such as metro lines create more local communities. More people living in cities means smaller livings spaces and necessitates more places where people can spend time together outside the home.
August 25, 2017 Flash Report Register for Free Access Amazon Expands Brick-and-Mortar Presence to 10 Bookstores This Week with Openings in Bellevue and San JoseLess than two years after launching its first brick-and-mortar bookstore, Amazon announced the opening of its ninth and tenth locations this week, in Bellevue, WA, and San Jose, CA. The company plans to open an additional three stores by the end of the year.
August 10, 2017 Event Presentation Premium 2Q2017 Recap and Back-to-School Outlook (Planalytics)1. Earnings: Positive Results Led by E-Commerce and Off-Price Retailers 2. Store Traffic Continues to Decline 3. Record Father’s Day Sales Not Enough to Lift Monthly Comps in May and June 4. Store Closures Continue to Exceed Store Openings
June 20, 2017 Event Presentation Premium Global Retail Revolution Brings Threats as well as OpportunitiesM&A chatter: • Nordstrom announced it is exploring a “going private” transaction (June 8, company press release) • American Eagle Outfitters is reported to be bidding for Abercrombie & Fitch with private equity firm Cerberus Capital Management (May 25, Reuters.com) • Deckers Brands announced that it is reviewing strategic alternatives (April 25, company press release) • The parent company of Jimmy Choo announced that it is reviewing strategic alternatives for the shoe brand (April 25, Bloomberg.com) • BJ’s Wholesale Club put itself up for sale in April (April 14, New York Post)
May 11, 2017 Event Presentation 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.
May 11, 2017 Deep Dive Premium Deep Dive: UK Retail Real Estate—Taking Stock of Trends in Brick-and-MortarThe UK retail real estate sector is facing ongoing headwinds, including the rapid rise of e-commerce, cutthroat competition and softening apparel sales.
