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  1. Novion Investors Should Vote in Favour of the Merger with Federation Centres


    Wed, 6 May 2015

    strong with release of the new iPhone. However, apparel (the largest category) remains subdued as competition from online retailers and global fast fashion chains continues to increase. Management has done a great job improving the DFO outlet centres

  2. MercadoLibre agrees to buy Brazilian software developer


    Tue, 14 Apr 2015

    SAO PAULO, April 14 (Reuters) - Latin American e-commerce company MercadoLibre Inc said on Tuesday it agreed to buy Brazilian software firm KPL Soluções for at least 50 million reais ($16 million), adding 80 employees and expertise in software for online retailers .

  3. Who Will Survive the Great Mall Shake-out?


    Thu, 2 Apr 2015

    real humans that will lead to cross-selling opportunities — the “O” in Fader’s phonetics theme. “ Online retailers can’t cross sell like you can in person,” says Fader. And finally, the “U” stands for understanding because

  4. New Management Elected but Conditions Remain Challenging For Myer; Reducing Fair Value Estimate


    Mon, 2 Mar 2015

    with the current share price below this level, with the market taking a more subdued view on the company. We maintain our no-moat rating on the company as we believe it lacks scale and struggles to compete with large online retailers .

  5. No Surprise in Sun Art's 2014 Results; Market Turns to Overly Pessimistic From Overly Optimistic


    Mon, 2 Mar 2015

    believe the structural challenges in the brick-and-mortar retail industry, which include fierce competition from online retailers and rising labor and rental costs, have not been alleviated. Nonetheless, the negative impact of short-term headwinds

  6. Home Depot Continues to Build Its Dominant Position


    Wed, 25 Feb 2015

    believe the specialized nature of Home Depot's offerings provides some protection from mass merchants and large online retailers . Home-improvement retailers remain one of the best insulated sectors from e-commerce threats, as the high weight

  7. From Fear of an Overheating U.S. Economy to Doom and Gloom in One Easy Week


    Sat, 17 Jan 2015

    employment data and the consumers’ desire to spend money on experiences over things. And with poor weather in 2014 online retailers , such as Amazon, made easy pickings of conventional retailers. That said, with better weather and conventional

  8. Kingfisher Builds on Its Competitive Advantages


    Mon, 29 Dec 2014

    retailers exploit their cost advantage to take share. In most retail categories, the distribution centers used by online retailers such as Amazon AMZN are a more cost-effective distribution platform than the heavy fixed-cost store networks

  9. We Lift Briscoe's Fair Value Uncertainty Lifted to High on Uncertain Discretionary Spending Outlook


    Mon, 22 Dec 2014

    of the company's product categories. Briscoe's products face strong competitive pressures from domestic and online retailers and are more susceptible to changing economic conditions and consumer confidence. Also, the company has relatively

  10. Eating Our Way to an Improved Economy


    Sat, 15 Nov 2014

    Nonstore retailers, which are mainly composed of online retailers such as Amazon AMZN, had been in a bit of slump ..... conditions in their quarterly reports. A mix shift to online retailers , along with shifts in what people are buying, and

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