December 8, 2016 Event Presentation 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.
December 6, 2016 Flash Report 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.
November 4, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) 2Q17 RESULTS: REVENUE BEATS CONSENSUS ON STRONG GROWTH IN E-COMMERCE AND MEDIAAlibaba reported 2Q17 non-GAAP diluted EPS of US$0.79, ahead of the US$0.70 consensus estimate and up 45.7% year over year. Revenues were US$5.14 billion, up 54.7% year over year and above the consensus estimates.
October 20, 2016 Event Presentation Premium AR VR – At an Inflection Point (RetailLoco)• AR/VR applications are becoming more commonplace, for example in virtual catalogs and Pokémon Go • Goggles such as Google Cardboard and $79 Google Daydream View put the price of AR within reach • One forecast calls for a $80 billion market in 2025, and VC funding is increasing rapidly • AR has seen broad acceptance; will VR overcome the “nerd factor”?
October 20, 2016 Company Earnings Update Register for Free Access STARTUP Watch: The Idle Man Store – A Multi-Channel ShowroomMenswear retailer The Idle Man opened its first store in London, where customers can try on the collection and buy it online.
October 18, 2016 Event Presentation Premium Do or Die – Retail Imperatives for Globalization Personalization and Localization• US food prices have fallen, impacting revenues in all grocery channels. • Declining US exports have pushed down domestic prices of fresh-food categories such as beef and poultry, while a surplus has depressed dairy prices.
September 11, 2016 Event Presentation Premium Israel Technology Trends of InterestTechnology Trends: 1. Virtual Reality 2. Augmented Reality 3. AI and Voice Recognition 4. Online Social Commerce 5. Facial Recognition
August 4, 2016 Insight Report Premium AMAZON DEVICES ARE BACK AT TARGETTarget (TGT) has resumed selling Amazon (AMZN) electronic devices such as Fire tablets, Fire TV video devices and Kindle e-readers on target.com. The products are scheduled to return to shelves in October 2016.
July 27, 2016 Insight Report Premium The Pokémon Go Invasion Is UnstoppableWith a peak of 26 million active players, Pokémon Go is the most successful mobile game ever in the US, surpassing even Candy Crush Saga at its peak of popularity. Retailers are seeing the additional foot traffic the game has generated as a mixed blessing, as not all players are buying in stores.
July 26, 2016 Insight Report Premium Is Pokémon Go a Stealth Fitness App?Although Pokémon was originally a video game for kids, the latest incarnation—Pokémon Go—has amassed an adult audience as well and generated an unmistakable response among fitness enthusiasts.
May 16, 2016 Event Presentation Premium Top 25 Retail TrendsTop 25 Retail Trends 1. Store Traffic 2. Experiential Retail 3. Smart Malls 4. Retail Store Closings and Openings 5. Owning Grocery 6. Moving to Omni 7. Evolving Pure Plays 8. Winner-Take-All E-Commerce & More…..
May 12, 2016 Event Presentation Premium 6 Retail Trends and 7 Ways Amazon Is Changing Everything (Ecommerce Media Forum)• US mall traffic has decreased for 37 consecutive months and continues to be challenging • Malls have seen an average 9.1% YoY decrease in traffic since January 2015 – High-end malls appear less affected – General Growth Properties: traffic up 2% in 2015 – Simon Malls: traffic up 1.5% in 2015 – Taubman Centers: traffic up in 2015
February 16, 2016 Insight Report Premium Buy ButtonsBuy buttons are not brand new—Amazon patented one in 1999—and in recent years, as they have proliferated on social media; most major platforms have tested them in some form. However, buy button technology has not been widely adopted by platforms and consumer adoption has also been slow.
January 28, 2016 Company Earnings Update Register for Free Access Amazon (AMZN) Fourth-Quarter 2015 Results: Earnings Disappoint as Heavy Spending ContinuesAmazon reported EPS of $1.00 for the fourth quarter of 2015, well below the consensus estimate of $1.55. Higher fulfillment expenses and technology and content expenses weighed on profits.
January 28, 2016 Company Earnings Update Register for Free Access Alibaba (BABA) Third-Quarter FY2016 Results: Beats on EPS and Revenue Thanks to Increase in Users and Surge in Mobile RevenueChinese e-commerce giant Alibaba reported that fiscal-third-quarter net sales were up 32% year over year, to ¥34.5 billion (US$5.33 billion), beating consensus estimates of ¥33.2 billion (US$5.13 billion).
