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2017 Spring Festival Preview Part 2: Chinese Expected to Spend Big on Outbound Travel and Entertainment
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Deep Dives
Recent Report | January 27, 2017

2017 Spring Festival Preview Part 2: Chinese Expected to Spend Big on Outbound Travel and Entertainment

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In Part 2 of our 2017 Spring Festival Report, we focus on two main themes: 1) the continued rise in …

Weekly Insights Jan 27, 2017
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Weinswig’s Weekly
Recent Report | January 27, 2017

Weekly Insights Jan 27, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses the whirlwind of policies and executive orders US President Donald …

Amazon Introduces New Rewards Card for Prime Members
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Insight Reports
Recent Report | January 27, 2017

Amazon Introduces New Rewards Card for Prime Members

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Amazon recently released a revamped rewards card for its Prime members that offers 5% cash back on Amazon purchases and …

L'Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All Regions
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Company Earning Updates
Beauty Bran…
Recent Report | January 27, 2017

L'Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All Regions

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LVMH Moët Hennessy Louis Vuitton increased revenues by 5.0% year over year in FY16, to €37,600 million, which was above …

Unilever (LSE: ULVR) FY16 Results: Top and Bottom Line Beat Estimates, But Tough Start to FY17
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Company Earning Updates
Consumer Pa…
Recent Report | January 27, 2017

Unilever (LSE: ULVR) FY16 Results: Top and Bottom Line Beat Estimates, But Tough Start to FY17

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Unilever reported FY16 sales of €52,713 million, ahead of consensus of €52,373 million, but down 1.0% from FY15. At constant …

eBay (EBAY) 2016 Results: Mixed Quarter and Outlook
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Company Earning Updates
E-Commerce …
Recent Report | January 26, 2017

eBay (EBAY) 2016 Results: Mixed Quarter and Outlook

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eBay reported 4Q16 revenues of $2.4 billion, up 3.1% year over year and in line with the consensus estimate. Gross …

vip.com Luncheon Takeaways
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Insight Reports
Recent Report | January 25, 2017

vip.com Luncheon Takeaways

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The Fung Global Retail & Technology team attended the Vipshop luncheon hosted by Supply Chain and Logistics Professionals (SCLP) on …

Alibaba (BABA) FY3Q17 Results: Another Solid Quarter Thanks to Robust Online Ad Growth
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Insight Reports
Recent Report | January 25, 2017

Alibaba (BABA) FY3Q17 Results: Another Solid Quarter Thanks to Robust Online Ad Growth

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Alibaba reported FY3Q17 revenue of ¥53.3 billion, up 54.1% year over year, and beat consensus by 6%. The company attributed …

The Disruptor: Tubatu - An O2O Disruptor in the Home Décor Market
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Insight Reports
Recent Report | January 24, 2017

The Disruptor: Tubatu - An O2O Disruptor in the Home Décor Market

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Tubatu is a B2C e-commerce platform which aims to provide interior design and home décor services by linking customers to …

UK December Retail Sales and Christmas Wrapup: A Bumper Holiday Period
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Insight Reports
Recent Report | January 23, 2017

UK December Retail Sales and Christmas Wrapup: A Bumper Holiday Period

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Official data and company updates confirm that it was a bumper holiday season. Total retail sales grew by 7.1% in …

December 2016 UK Retail Sales and Christmas Wrapup: A Bumper Holiday Period
Free
Insight Reports
Recent Report | January 23, 2017

December 2016 UK Retail Sales and Christmas Wrapup: A Bumper Holiday Period

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Official data and company updates confirm that it was a bumper holiday season. Total retail sales grew by 7.1% in …

Weekly Insights Jan 20, 2017
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Weinswig’s Weekly
Recent Report | January 20, 2017

Weekly Insights Jan 20, 2017

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This week’s note “From the Desk of Deborah Weinswig” discusses what presenters and attendees at NRF Retail’s Big Show 2017 …

Ahold Delhaize (ENXTAM: AD) 4Q and FY16 Trading Update: Strong Sales in the Netherlands Boost Group Performance
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Company Earning Updates
Grocery Ret…
Recent Report | January 20, 2017

Ahold Delhaize (ENXTAM: AD) 4Q and FY16 Trading Update: Strong Sales in the Netherlands Boost Group Performance

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Ahold Delhaize reported FY16 revenues of €62,331 million, up 3.4% from FY15 at constant currency (+3.7% in reported currency) and …

Carrefour (ENXTPA: CA) 4Q and FY16 Trading Update: Growth Slows in France
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Insight Reports
Recent Report | January 20, 2017

Carrefour (ENXTPA: CA) 4Q and FY16 Trading Update: Growth Slows in France

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Carrefour reported FY16 sales growth of 3.3% at constant currency to €85.7 billion including VAT ex fuel (down 0.7% in …

Burberry (LSE: BRBY) 3Q17 Trading Update: Retail Sales Ahead of Expectations
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Insight Reports
Recent Report | January 19, 2017

Burberry (LSE: BRBY) 3Q17 Trading Update: Retail Sales Ahead of Expectations

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Burberry reported 3Q17 retail sales growth of 4% to £735 million in constant currency (22% growth in reported currency), above …

Baidu Appoints Microsoft Veteran Qi Lu as Group President and COO
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Flash Reports
E-Commerce …
Recent Report | January 19, 2017

Baidu Appoints Microsoft Veteran Qi Lu as Group President and COO

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aidu has appointed former Microsoft executive Dr. Qi Lu to be its Group President and COO, and to oversee the …

[Demo] THE FUTURE OF DIGITAL RETAIL
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Event Presentations
Recent Report | January 19, 2017

[Demo] THE FUTURE OF DIGITAL RETAIL

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Groupe Casino (EPA: CO) 4Q and FY16 Trading Update: LatAm Business Drives Sales Growth
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Company Earning Updates
Grocery Ret…
Recent Report | January 18, 2017

Groupe Casino (EPA: CO) 4Q and FY16 Trading Update: LatAm Business Drives Sales Growth

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Groupe Casino reported FY16 revenues of €36,030 million, up 2.0% from the previous year and up 5.7% on an organic …