February 5, 2019 Insight Report Premium Alibaba vs. Amazon InfographicWe compare the brands and divisions of e-commerce and technology giants Alibaba and Amazon, from devices to content to logistics.
February 4, 2019 Company Earnings Update Register for Free Access Amazon (NASDAQ: AMZN) 4Q18 Results: Beats Consensus Estimates, Guidance Below ConsensusNorth America revenues were $44.1 billion, up 18.3% year over year, posting operating income of $1.7 billion, compared to a profit of $1.7 billion in the year-ago quarter. International revenues were $20.8 billion, up 15.5% year over year, posting an operating loss of $0.6 billion, compared to a loss of $0.9 billion in the year-ago quarter. AWS revenues were $7.4 billion, up 45.3% year over year, posting an operating profit of $2.2 billion, compared to $1.4 billion in the year-ago quarter.
February 1, 2019 Insight Report Premium Revised Foreign Direct Investment Policy to Rejig the E-Commerce Playing Field in IndiaOn December 26, 2018, the Indian government unexpectedly announced a revised FDI policy for e-commerce. Since 2010, when it first allowed 100% foreign investment in business-to-business e-commerce, international firms such as Amazon set up intricate joint-venture and holding company structures to cleverly navigate the Indian e-commerce landscape.
February 1, 2019 Company Earnings Update Register for Free Access Alibaba (NYSE: BABA) 3Q19 Results: Solid Growth Driven by Core Commerce and Cloud SegmentsManagement noted uncertainty around China’s economy but believes that new initiatives in cloud services and entertainment as well as global expansion will help offset the impact of China’s slowing economic growth. Southeast Asia remains one of the key areas of focus for the near term.
January 31, 2019 Company Earnings Update Register for Free Access eBay (NASDAQ: EBAY) 4Q18 and FY18 Results: Steady Growth, More Returns for ShareholderseBay reported revenues of $2.88 billion in 4Q18, up 6.3% year over year and beating the consensus estimate of $2.86 billion recorded by Bloomberg. GMV was $24.6 billion, up 1% as reported and 2% on a currency-neutral basis. Gross margin increased 31 basis points to 78.5% and operating margin decreased 82 basis points to 23.7%. Non-GAAP diluted EPS increased 20.3% to $0.71, beating consensus of $0.68.
January 29, 2019 Insight Report Premium New Retail Briefing # 2: Alibaba Steps Up Partnerships, NetEase Kaola Opens Flagship StoreAlibaba launched the “A100 Strategic Partnership” program in January 2019 to help partner brands digitalize by giving them access to resources within its ecosystem so participating brands can access Alibaba services in 11 areas to enhance online-offline business integration. Alibaba will also assign a dedicated team to serve each participating brand.
January 28, 2019 Deep Dive Free Report 10 Retail Trends for 2019: Get Ready for Retail ReinventionGet ready for better stores and better retailing. We expect 2019 to be a year of reinvention — and not just for the retail sector as a whole, but for physical stores in particular. As we outline over the following pages, we anticipate that the year will be marked by spectacular retail, fast retail and smart retail.
January 28, 2019 Flash Report Register for Free Access Super Bowl Retail Preview: US Shoppers to Spend $14.8 Billion on 2019 Game FestivitiesThe biggest spenders are those aged 35–44, who say they will spend an average of $123.26. The lowest are those 65 and older at $40.97. Viewers in the Northeast plan to spend the most, at an average $94.89, followed by the West at $84.01, the South at $79.09 and the Midwest at $69.24 — not surprising given the two teams playing are based in the Northeast and Southwest.
January 25, 2019 Insight Report Premium 10 Trends for China E-Commerce 2019We expect 2019 will be a dynamic year for e-commerce in China. Consumers have high expectations and competition is stiffening. Here are 10 trends we think will shape China’s e-commerce landscape in 2019:
January 24, 2019 Company Earnings Update Register for Free Access Omnichannel Is Key: Takeaways from Retail’s Cutting Edge Conference at StartMeUpHK Festival 2019Dustin Jones, Managing Director of Fung Retailing Group, shared how foreign retailers can more easily enter the China market, leveraging Fung Retailing’s China expertise and supply chain capabilities — and its recent strategic partnership with Alibaba that deepens its reach and strengthens its digital capabilities.
January 24, 2019 Flash Report Register for Free Access JD.com Takes Flight in Indonesia with Drone Delivery TrialJD.com’s drone delivery is the first time a Chinese drone has been used for delivery in Southeast Asia, and is also the first time the Indonesian government has granted permission to use a drone for logistics purpose.
January 22, 2019 Insight Report Premium Chinese New Year Preview: Year of the Pig Celebrations to be Worth ¥1 Trillion to Retail as Digital Gifting and Traveling Continue to Go BigRetail and food-service sales during Chinese New Year grew steadily from 2011 to 2018. During the 2018 Chinese New Year Golden Week (February 15-21), retail sales reached ¥926 billion (about $146 billion), 10.2 % higher than the same period in 2017 —and more than double what it was in 2011, according to Ministry of Commerce statistics.
January 18, 2019 Deep Dive Premium US Digital Payments Take Off, with Unexpected Winners and LosersThe digital payments landscape is evolving rapidly as consumers and merchants adopt more innovative modes of payments. Cash is declining worldwide, while credit and debit cards have gained popularity. Mobile payment and wallet services are also gaining traction, supported by growing smartphone use, faster data rates and greater Internet penetration.
January 18, 2019 Flash Report Register for Free Access Walgreens Boots Alliance and Microsoft Forge Partnership to Explore Digital Health OpportunitiesDrugstore retailer WBA and technology giant Microsoft have entered into a seven-year agreement which includes developing software and technology for patient care management and retail store operations. This alliance follows close on the heels of last month’s deal with Alphabet’s life sciences business Verily to help patients manage medication. Through this partnership, WBA will be able to leverage Microsoft’s cloud services suite Azure. The suite of tools and applications uses several cutting-edge technologies, such as cloud, AI, the Internet of Things (IoT) and blockchain. Microsoft has developed a host of healthcare tools, such as a smartphone app to connect users with healthcare providers and AI-based software engines to crunch masses of patient data to help detect possible health conditions sooner.
January 17, 2019 Deep Dive Premium 10 Tech Startup Trends Reshaping Retail in 2019: Get Ready for Digital DisruptionThe retail industry has undergone a significant transformation over the past decade, and continues to evolve quickly. In 2019, the market will be defined by emerging technologies that change the way consumers interact with brands, by new engagement formats and channels, as retailers look to collaboration more with startups to future-proof their businesses.
