In today’s briefing:
- Pacwest – The Next One?
- Japan’s Fashion E-Commerce Evolving into Dynamic and Seamless Omnichannel, Winners Will Take All
Pacwest – The Next One?
- First Republic Bank had liquidity risk, Pacwest Bank has this and credit risk
- Pacwest saw its net charge-offs rise 4x in 1Q23 QoQ and nearly 8x YoY
- Deposits are in sharp contraction, but so are net loans, -10% QoQ
Japan’s Fashion E-Commerce Evolving into Dynamic and Seamless Omnichannel, Winners Will Take All
- After the accelerated transition to digital channels during Covid, the fashion sector had a calmer year in 2022 although GTVs still grew around 10%.
- Most retailers spent the time investing in more seamless and coherent omnichannel models, and in making the best use of stores and staff in online promotions.
- This shift to omnichannel is also leading to changing merchandising, including pre-selling inventory, while others are turning their online stores into malls.
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