Discover and read the best of Twitter Threads about #Retail

Most recents (24)

Luego de algunas semanas de research en ALIBABA $BABA y dada la compleja comparación con otras empresas, decidí plasmar takeaways sobre el modelo de negocio de este gigante (vs similares de USA) del ecommerce $AMZN + fintech $PYPL + cloud service AWS + streaming $NFLX $SPOT.
Todos conocemos $BABA pero hay cierto halo de misterio/confusión sobre el #Businessmodel, su transformación, como lograron ser el "market-leading innovator" y la convivencia entre fundamentals y el PESIMO contexto del PCC de #china. Su ecosistema combina muchas empresas.
Fundada en 1997, año en que $AMZN hizo su IPO y un año antes de $EBAY's IPO, actualmente tiene un market cap de USD536B. Comenzó monetizando la publicidad en su boletín online de negocios y comercio, un modelo mas bien parecido al de $GOOG y $FB con altos márgenes operativos
Read 23 tweets
Thanks to @steve_sedgwick & @cnbcKaren for having me on #CNBC #SquawkBox this AM.

What did we discuss? Well, #inflation of course!

I prepared some slides for the show which I'm happy to present in this thread.
#macro #Fed #Yellen #JeromePowell #bankofengland #QE
Are people in denial or is the #centralbank money flood just drowning all the signals?
#Commodities, #freight, #carbon - and a whole lot besides - sure do cost a lot more, these days.
Read 14 tweets
Did you know? #BigBasket makes more revenue than 32-year old #SpencersRetail…

By @Krittiiii Image
@Krittiiii The year 2020 has been a game changer for India Inc. in many aspects. From shopping to working, everything has taken a digital spin and the debate of ‘online vs offline’ has been getting much stronger.

#BigBasket #SpencersRetail #Retail
@Krittiiii Online grocers are cumulatively the third largest player in the market behind #DMart and #RelianceRetail, according to a report dated June 4 from the broking firm Motilal Oswal.

#BigBasket #SpencersRetail #Retail
Read 9 tweets
Looking forward to an interesting presentation on how #Bristol can bounce back from the #Coronavirus pandemic #RebootingBristol
Chair @Hannahjbaker opens by saying that the #Coronavirus has been a challenging time, but it has also shown the strength of leadership amongst businesses across the region #RebootingBristol
First speaker @MattWGriffith says that the #Coronavirus has been very damaging for businesses. Impacts have differed across shape of government support, impact of restrictions & business plans (eg pubs w/o gardens impacted more than pubs with outdoor space) #RebootingBristol
Read 46 tweets
In our last session of #SDSC21 in #CPG & #Retail Summit discover how @BainAlerts helps their clients strategically answer footprint expansion questions leveraging advanced #DataScience


All talks will be available on-demand:
COVID-19 is accelerating 4 trends impacting retail store footprints

1⃣ Continued growth in e-commerce
2⃣ Rise of flexible fulfillment models
3⃣ Desire for more convenience
4⃣ Increased focus on experience


#SDSC21 in #CPG & #Retail Summit @BainAlerts
#LocationIntelligence can help retailers address strategic challenges

🚀 Accelerate new unit growth
🧹 Clean up existing network
📈 Ramp up store-driven ecommerce


#SDSC21 in #CPG & #Retail Summit @BainAlerts
Read 4 tweets
Next up LIVE a trio of Data Scientists (Yanyan Li, Kyle Mede, & Mohamed Batran) from @Rakuten who will present some of the business applications that #locationdata has enabled along with their associated challenges


#SDSC21 in #CPG & #Retail Summit
The gap between online & offline worlds is still very wide. Incorporating a user's offline behavior can increase customer satisfaction with improved personalization, bringing location aware contextuality


#SDSC21 in #CPG & #Retail Summit @Rakuten
Catchment area mapping, where do visitors come from?


Read how to improve catchment areas using #mobility data:…

#SDSC21 in #CPG & #Retail Summit @Rakuten
Read 4 tweets
The #SDSC21 in #CPG & #Retail Summit is about to begin! 🎉

Please take your seat, phones to silent, & enjoy the opening session with Stephanie Schober & Margara Tejera delving into the untapped opportunity of #Spatial #DataScience

Still time to register:
Margara is walking us through a demo of a #Retail #SiteSelection app allowing #spatial analysis & insights of both owned & competitor stores

Join now to see more & have your questions answered:…

#SDSC21 in #CPG & #Retail Summit
Simulating store openings in #Chicago with annual revenue prediction within a 10 minute drivetime isochrone


#SDSC21 in #CPG & #Retail Summit
Read 4 tweets
I haven't posted thoughts in awhile but this has been fbits and pieces of this has been nagging at me:
If you asked me before November (yes before #Biden got elected) if I thought Canada or the US was more prepared with regards to #COVID19 . I would have said Canada. 1/?
I don’t remember the statistics from then: there have been too many, I was working (and by December, like my co-workers- and probably everyone in #retail- burnt out) but I (with scepticism) trusted what Trudeau, Ford and Tory were saying. 2/?
Then January hit. And #January6th happened. And then- thankfully- Biden and Harris got sworn in.
And then both Canada and the US started getting vaccines. In arms. And one day it switched. I turned on the news one day, heard #Trudeau speak. And didn’t believe a word he said. 3/?
Read 10 tweets
Looking forward to hearing this authoritative panel taking a deep dive into the #Budget2021 announcements #DodsInsights
First @LauraHutch_Dods reminds attendees of the Chancellor’s 3️⃣ key priorities in #Budget2021: doing “whatever it takes” to support businesses & people through #Coronavirus, fixing public finances & beginning to build the future economy #DodsInsights
First, @dodsmonitoring consultant @MariaBusca reviews the economic context - The 🇬🇧 has shrunk by almost 10% & #Coronavirus lockdown is still in effect. However, OBR predicts a faster recovery than previously predicted & unemployment is lower than expected #DodsInsights
Read 46 tweets
🔎 'Corporate concentration in the US #food system makes food more expensive and less accessible for many Americans' 💵🌽🇺🇸

🗞️ Excellent new piece in the @ConversationUS by @hendricksonm & IPES-Food's own Phil Howard 👇🏾

Quick thread! 🧵/1…
"We’ve closely followed #corporate consolidation of food production, processing and distribution in the U.S. over the past 40 years. In our view, this process is making #food less available or affordable for many Americans," say Hendrickson & Howard. /2
"Consolidation has placed key decisions about our nation’s #foodsystem in the hands of a few large companies, giving them outsized influence to #lobby policymakers, direct food and industry #research and influence #media coverage." /3
Read 14 tweets
For the hedge fund companies, Wall Street, the media, and/or anyone else that doesn't agree with the #Retail investors buying #amcstock and saying #AMCtothemoon. In 2020 @AMCTheatres celebrated their 100th year Anniversary, as they were founded in 1920, and are the second biggest
share holder of the American market after Regal Entertainment Group! They have approx 1,000 theaters and approx 11,000 screens! In Feb. 2020 they paid their 24th consecutive quarterly dividend! This company has been successful for 100 years, as we all love to go to the movies
with our friends and families! Why do people like @jimcramer think it isn't our right to determine what a company is worth, who is Wall Street to tell us, we are wrong for buying into a company that we want to save because we believe in it! We will continue to hold our shares
Read 11 tweets
Sensex scripting history today,by breaching 50000 for 1st time,is vindication of investor faith in @narendramodi gov

#Sensex,from 40000 on Oct8'20 to 50000 in just 74 sessions&from 45000 on Nov4'20 to 50K today,in 32 trading days,reflects economic momentum

Modi naysayers,quiet!
When #StockMarket plummeted to lows of 25000 at peak of #COVID19 crisis,few had envisaged such meteoric rise from index's 3yr low

Plethora of factors fuelled rally

Liquidity push,FII buying,good corporate earnings,mega vaccine roll out&economic traction under @narendramodi govt
Rs 4633 Cr #IRFC IPO has been subscribed 3.49x on final day of 3 day bidding process;Issue received bids for 435 Crore equity shares as against offered size of 124Cr equity shares

35% of #IPO reserved for #Retail investors,saw 3.53x subscription, with #QIB oversubscribed 3.78x💪
Read 7 tweets
Looking forward to what should be a timely conversation about how, post-#Coronavirus, we can reduce the inequalities that our #KeyWorkers experience both socially and financially #LSECOVID19
Chair Dr Robin Archer opens the webinar by defining #KeyWorker not just as those in health & social care, but also those in retail, cleaners, postal workers & delivery staff #LSECOVID19
First @deborahharg opens her speech by mentioning that many of our top CEOs will take home by the end of January more than most of their staff will make in the rest of the year, showing the scale of pay #inequality in 🇬🇧 #LSECOVID19
Read 28 tweets
Looking forward to what should be an interesting discussion as to whether, and how, our cities can bounce back from the #Coronavirus pandemic #PolicyExchange
First, Chair @TrevorPTweets announces the relaunch of the #LiveableLondon project, which seeks to explore how #London can address the challenges it faces both post-#Coronavirus & post-#Brexit #PolicyExchange
Prof Ed Glaeser opens his tall by saying that “the age of the city is not over” and that London’s “best days could well be in front of it” #PolicyExchange
Read 28 tweets
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.👇 Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

Read 25 tweets
Daily Bookmarks to GAVNet 12/31/2020…
Sensemaking Reconsidered: Towards a broader understanding through phenomenology - Jörgen Sandberg, Haridimos Tsoukas, 2020…

#understanding #sensemaking
Read 10 tweets
#MCOpinion: The market rally of Nov is showing no signs of let-up. What is playing on retail investors’ minds?

#Markets #Retail #Investors #Investments…
How do companies in the Asia Pacific stack up on the rating front? How is India placed? A @MoodysInvSvc rating report brings out the numbers. @ravi_ananth writes for #MCOpinion.

#Moodys #Companies #Business…
#MCOpinion: The three farm laws have been reforms that have been long overdue, ever since the 1991 liberalisation era. @AnandKochukudy writes.

#FarmLaws #FarmBills #FarmBills2020…
Read 5 tweets
🇺🇸 #Jobsreport +245k in Nov 👎

- Private +344k
- Goods +55k
- Services +289k
- Gov -99k w/ -93k #Census

- Job loss since Feb: 9.8mn☹️
- Share of #COVID19 loss regained: 56%

- #Unemployment rate: 6.7% (-0.2pt)
- LFP 61.5% (-0.2pt)👎
- Share LT unemployed (>27wks): 37%🚨
The "ok" news was that private payrolls +344k

- #transportation +145k led by +82k couriers!
- professional & biz services +60k
- #healthcare +60k
- #manufacturing +27k
- #construction +27k
The bad news:

- #Retail -35k with losses at brick & mortar stores
- Education -6k
- Restaurants -17k
> this could worsen in the winter given rising #COVID19

- Government employment -99k
- Census -93k
- State employment flat
- Local employment -13k
> Education jobs ⬇️
Read 11 tweets
📖Leo mucho sobre #retail y cada libro que sale lo devoro, así que os iré poniendo por aquí al menos uno al mes, de los que hay y he leído por si os interesan 👇
Si queréis saber más sobre los autores podéis ver los perfiles de @jorgemas_RETAIL y @LuisL, además de la consultora que Jorge Mas dirige: @crearmas y la de Luis Lara @Retalent
Este libro, es una edición mejorada del primero que escribieron en 2012:
📖"Por qué unas tiendas venden y otras no"
El nuevo libro está adaptado al contexto de la transformación digital, cuyo lanzamiento fue en diciembre 2018.
Read 4 tweets
@LltTomar Lalit,thanks for doing this poll.

Have voted YES of course as #Subex is in fact a resounding case of turnaround, which it achieved last year after 3 yrs of efforts from diligent mgmt with a clear vision.

Below tweets briefly captures few key events during this journey.
@LltTomar Turnaround of #Subex started in 2016 when all FCCBs were converted into equity, therefore wiping of the debt from the books.

Management’s intent further became clear and the turnaround efforts got boost when management launched Subex 3.0 in May 2017 (Subex’s 25 yrs anniversary).
@LltTomar Subex3.0…

In same year,Aug2017, #Subex did a major restructuring of business

Revenue Maximization Solutions & related businesses transferred to Subex Assurance LLP

Subex Secure & Analytics Solutions, related businesses transferred to unit Subex Digital
Read 14 tweets
As we head into the U.S. #election, there will continue to be a lot of noise that may lead to near-term #market #volatility, particularly since (as we’ve long argued) #markets appear to be able to only focus on one thing at a time!
Still, at times like this it’s crucial to focus on more consequential factors that will drive #markets in the years ahead: in this case, the powerful combination of @federalreserve #monetarypolicy and #fiscal rescue measures intended to keep the #economic engine on track.
So, while many will continue to be skeptical of the sustainability of this #economic recovery, we’ve been impressed by its strength, particularly in the #interest-rate-sensitive segments of the #economy, like #housing, which is going through the roof!
Read 8 tweets
This #TweetStorm is just an itch to write about ITC Limited which everyone has spoken about :). Pardon me if its totally useless. 1) FII shareholding in December 2016 Peaked at 20.89%. Reducing Every Quarter since then !! Down to 14.6% in June 2020.
2) Mutual Funds have gone from 2.65% to 9.45%. Insurance Companies mainly - LIC,GIC etc continue to own 20-22% in the same period. Even SUUTI has gone down from 11.13% to 7.94%.
3) #Retail below 2 lakh capital has gone from 8.73% to 9.2% to 9.47% in last 2 qtrs and no of #shareholders from 10.57 lakhs to 12.7 lakhs to 14.61 lakhs between Dec 2019 to June 2020. Should be more higher in Sept 2020 !!
Read 5 tweets
A thread of some thoughts on the evolution of malls (1 / 7)

1. Department stores / apparel —> model began failing years ago...

#retail $SPG $MAC $TCO $WPG $PEI $CBL
(2 / 7)

2. Entertainment / Experiential —> promising but very nuanced given rise in digital entertainment, seek for unique (rather than repeat) experiences, etc. (for example, movie theatre visits decreasing for yrs) - regardless, model isn’t working today w/ social distancing
(3 / 7)

3. Alternative users also seen in recent years: churches, research firms, etc. —> not lucrative & often canary in the coal mine for a dying mall
Read 7 tweets
#China is integrating with the world #economy, not decoupling from it, according to Wu Ge, as indicated by the following facts...1/7
Amid rising #trade tensions with the #US, China has turned to export more to Southeast Asian countries; meanwhile, China’s #exports of medical and virus-control supplies have also increased amid the #pandemic...2/7
Both highlight #market force in global resource allocations that cannot be manipulated by political forces. China enjoys obvious advantages over Southeast Asian countries with a complete range of well-designed & -made product #supplies, a fact that many statistics can prove...3/7
Read 7 tweets

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