Company Earnings Update | June 28, 2017 Register for Free Access Debenhams (LSE:DEB) 3Q17 Update: Comparable Sales Growth DeterioratesUK-based department store chain Debenhams reported that gross transaction value declined by 1.0% year over year in 3Q17. Constant-currency comparable sales declined 2.4%. Read More
Deep Dive | June 27, 2017 Premium Deep Dive: An Introduction to Cybersecurity—Part ThreeHere in Part Three, we discuss new threats/threat vectors and provide an overview of cybersecurity markets and companies. Read More
Event Coverage | June 26, 2017 Register for Free Access Insights from Alibaba’s Gateway ’17 Summit: Consumer and Industry Trends in China—Fashion and Apparel PanelRoth Lai, Deputy Editorial Director, ELLE China Read More
Insight Report | June 26, 2017 Premium A Social and Sustainable Approach to Raw Material Innovation: Himalayan Wild FibersAn environmentally sustainable supply chain is becoming increasingly more important for the fashion industry, as apparel manufacturers make extensive use of resources, chemicals and energy, and often operate a global supply chain, all of which can have a big impact on the environment. Read More
Event Coverage | June 23, 2017 Register for Free Access Insights from Alibaba’s Gateway ’17 SummitLivestreaming is an effective tool for engaging with Chinese consumers. Read More
Flash Report | June 23, 2017 Register for Free Access DIA 2017 Capital Markets Day: Company Sees Growth Opportunities in LatAm Expansion and Spanish E-CommerceAt DIA’s third Capital Markets Day, management emphasized the company’s strategy of customer centricity, which has put customer data and views at the heart of decision making since 2012. Read More
Analyst Corner | June 23, 2017 Register for Free Access Weekly Insights Jun 23, 2017This week’s note “From the Desk of Deborah Weinswig” discusses Amazon’s options and opportunities for Whole Foods Market once the acquisition of the grocery chain closes in the second half of this year. Read More
Insight Report | June 22, 2017 Premium Takeaways from the Abercrombie & Fitch Investor Presentation at the Jefferies 2017 Global Consumer ConferenceAt the Jefferies 2017 Global Consumer Conference, which was held this week in Nantucket, Massachusetts, Abercrombie & Fitch CEO Fran Horowitz provided a recap of the company’s first-quarter performance, along with CFO Joanne Crevoiserat and VP of Investor Relations Brian Logan. The team also provided an outlook on the remainder of 2017 and an update on the company’s strategic initiatives. Key takeaways include: Read More
Company Earnings Update | June 22, 2017 Register for Free Access Zalando (XTRA: ZAL) 2017 Capital Markets Day and Warehouse Tour: Moving Beyond RetailingAt Zalando’s 2017 Capital Markets Day event, held in Berlin, Germany, management emphasized that the company is moving beyond its traditional model of retailing owned inventory. The company’s Partner Program allows brands and retailers to list and dispatch their own inventory. Read More
Deep Dive | June 22, 2017 Premium Deep Dive: Retail X Factor — StoresThis is the second report in our X Factor series, in which we identify themes that we believe will be critical for the US retail landscape in the second half of 2017 and beyond. We focus on the store in this report, as we believe the store will be one of the key factors that will make or break a retailer. Read More
Event Coverage | June 22, 2017 Register for Free Access Alibaba Gateway ’17 Day 2 TakeawaysThe Fung Global Retail & Technology team is attending the Alibaba Gateway ’17 event in Detroit, Michigan. This inaugural conference, which attracted over 3,000 attendees, is the largest event Alibaba has hosted outside of China. Alibaba Gateway aims to help small- to medium-sized businesses in the US to better understand the China opportunity and enable them to sell into China via Alibaba’s various platforms. Read More
Insight Report | June 21, 2017 Premium Takeaways from the 2017 Michael Kors Investor DayAt the 2017 Michael Kors Investor Day event, management outlined Runway 2020, the company’s strategic plan for driving future growth through product innovation, fleet modernization and expansion of its global digital innovation efforts. Highlights from the day’s presentations include: Read More
Insight Report | June 21, 2017 Premium Amazon Ramps Up Its Effort in ApparelAmazon announced on June 20 that it is launching a new service called Prime Wardrobe, which lets customers try on clothes before they buy them and return them for free if they decide they do not want them. Read More
Event Coverage | June 21, 2017 Register for Free Access Alibaba Gateway ’17 Day 1 TakeawaysThe Fung Global Retail & Technology team is at the Alibaba Gateway ’17 event in Detroit, Michigan. This inaugural conference, which attracted over 3,000 attendees, is the largest event Alibaba has hosted outside of China. Alibaba Gateway aims to help small- to medium-sized businesses in the US to better understand the China opportunity and enable them to sell into China via Alibaba’s various platforms. Read More
Flash Report | June 21, 2017 Register for Free Access Apple Grants Third-Party App Developers Access to iPhone’s NFC ChipWith the latest iOS 11 development tool kit update released earlier this month, Apple granted access to the near-field communications (NFC) chip used in the iPhone to third-party app developers for the first time. Until now, Apple Pay was the only application allowed to use the NFC chip. Read More
