Flash Report | February 7, 2018 Register for Free Access JD.com Partners with Fung Retailing to Transform Retail through AIOn February 2, JD.com, China’s leading online retailer, announced a partnership with Fung Retailing, the retail business arm of Hong Kong conglomerate the Fung Group, to transform the retail landscape using artificial intelligence (AI). Read More
Insight Report | January 17, 2018 Premium Amazon UK Slips Down the Customer Satisfaction Rankings: Could We See a Similar Shift in the US?In 2017, OC&C Strategy Consultants reported that Amazon had lost its long-held first place in its annual ranking of the UK’s favorite retailers. Amazon UK fell sharply in last year’s survey, to fourth place. Read More
Event Coverage | January 15, 2018 Register for Free Access NRF 2018 Retail’s Big Show: Takeaways from Day OneThe FGRT team is attending NRF 2018 Retail’s Big Show in New York City this week. With more than 35,000 attendees from 95 countries, including 18,000 retailers and more than 600 exhibitors, the trade show is one of the biggest in the retail industry. Below are our key takeaways from the first day of the event. Read More
Deep Dive | January 4, 2018 Premium Deep Dive: The Rise of Social Media Influencers and Their BrandsOver the past few years, we have witnessed the rise of bloggers and social media influencers, and influencer marketing is rapidly becoming commonplace in categories spanning beauty to fashion. Read More
Insight Report | January 2, 2018 Premium A Pure Play’s Perspective on the Online Beauty Retail Market: Interview with Feelunique CEO Joël PalixWe interviewed Joël Palix, CEO of leading beauty pure playretailer Feelunique, to get his perspective on the online beauty market. He shared a number of insights with us, including: Read More
Company Earnings Update | November 17, 2017 Register for Free Access Tencent (0700.HK) 3Q17 Results: Strong Beat Driven by Gaming and Online AdvertisingTencent reported 3Q17 revenues of ¥65.2 billion, up 61% year over year, and beat the consensus estimate of ¥61.0 billion. Non-GAAP diluted EPS was ¥1.79, an increase of 45% year over year. The solid results were driven largely by gaming and online advertising. Read More
Company Earnings Update | November 14, 2017 Register for Free Access JD.com (JD) 3Q17 Results: Earnings Beat; Maintains Solid Growth MomentumJD.com reported 3Q17 revenues of ¥83.7 billion, up 39.2% year over year and in line with the consensus. Non-GAAP diluted earnings per ADS was ¥1.52, growing by 361% year over year, beating the consensus of ¥0.59. Read More
Deep Dive | November 7, 2017 Premium Deep Dive: The Amazon Invasion – A Timeline of the E-Commerce Giant’s Global ConquestIn this report, we investigate Amazon’s offering, global expansion and the routes it has chosen to operate in. We provide timelines of key corporate announcements and events for each country in which Amazon operates. Read More
Company Earnings Update | November 6, 2017 Register for Free Access Alibaba (BABA) 2Q FY18 Results: Beats on Earnings and Highest Revenue Growth Since its IPOAlibaba reported 2Q FY18 revenues of ¥55.1 billion, up 61% year over year, the highest growth since its IPO. It also beat the consensus estimate by 26%. The company attributed the strong results to the robust revenue growth from its core commerce segment, as well as the Alibaba cloud business. The company is seeing early results from efforts to integrate online and offline retail under its New Retail strategy. Read More
Company Earnings Update | October 27, 2017 Register for Free Access Baidu (BIDU) 3Q17 Results: Revenues Grow on Higher Spending Per Customer, Earnings Rise on Disposal of Baidu DeliveriesBaidu reported 3Q17 revenues reached ¥23.5 billion, up 28.7% year over year and in line with the consensus estimate. Non-GAAP diluted earnings per ADS of ¥25.94, up 161.5% year over year, to beat the consensus of ¥13.48.. Read More
Company Earnings Update | October 27, 2017 Register for Free Access Amazon (AMZN) 3Q17 Results: Another Blowout Quarter, with 34% Sales GrowthAmazon reported 3Q17 EPS of $0.52, flat year over year but beating the $0.07 consensus estimate. Net sales (including Whole Foods Market) were $43.7 billion, up 33.7% year over year and beating the $41.6 billion consensus estimate. Read More
Deep Dive | September 15, 2017 Premium Deep Dive: JD.com— A Differentiated E-Commerce PlatformOnline retailer JD.com was founded by CEO Richard Liu in 2004, focusing on 3C—computers, communications and consumer—products, but has since evolved to become China’s largest e-commerce platform by revenue, boasting an extensive product offering, as well as best-in-class, in-house fulfillment capabilities. Read More
Flash Report | August 25, 2017 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. Read More
Flash Report | August 24, 2017 Register for Free Access Amazon’s Bid to Acquire Whole Foods Gains FTC ApprovalOn June 16, Amazon announced the signing of a definitive agreement to acquire Whole Foods Market for $13.7 billion in cash. Read More
Company Earnings Update | August 21, 2017 Register for Free Access Alibaba (BABA) 1Q FY18 Results: Beats on Earnings, Expanding Global FootprintAlibaba reported 1Q FY18 revenue of ¥50.2 billion, up 56% year over year, and beat the consensus estimate by 4.8%. The company attributed the strong results to a steady increase in revenues from its core commerce segment, as well as the strong growth in emerging businesses, including cloud computing, digital media and entertainment. Read More
