In today’s briefing:
- Unibail-Rodamco-Westfield: The Retail Community
- Brands & NFTs — Why Web3 Is A Game Changer for Brand Growth
Unibail-Rodamco-Westfield: The Retail Community
- Unibail-Rodamco-Westfield (URW AU), Europe’s largest listed commercial property company, recently reported solid 3Q23 financials (through to September 2023).
- Covid played havoc on shopping mall players/developers – URW is still down 62% from its Covid cliff versus an average of 24% for a basket of peers.
- Investor concerns over URW’s strategy and leverage have been a drag on the stock; however its long-term plan is finding the right path.
Brands & NFTs — Why Web3 Is A Game Changer for Brand Growth
- Web3 and NFTs is a green field opportunity for forward-thinking brands. It can create win-win opportunities for brands and consumers. Adidas, Nike, TIME, and Gucci capitalized early.
- The next generation of brands embracing NFTs can draw valuable insights from previous brand experiments, learning from their successes while avoiding their mistakes.
- We pinpoint four fundamental pillars that can propel brand engagement in the real world. And how NFTs are powerful tools that can enrich each pillar