Michael Baker

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Walmart store sign
Strategy IR Pro

Walmart’s second P&L: How side revenues are reshaping global retail

Michael Baker
Strategy IR Pro

Simon Property’s pragmatic playbook: Focus, execution and rent gains

Michael Baker
Food & beverage IR Pro

As Luckin rises in China, Starbucks feels the pressure at home and abroad

Michael Baker
a woman wearing sunglasses standing on the side of a road
Sustainability IR Pro

To fix fast fashion, we must confront the consumer. That’s where it gets tricky

Michael Baker
Kenyan sprinter Faith Kipyegon at the Breaking 4 event in Paris, sponsored by Nike
Sports & adventure IR Pro

Analysis: Nike bets big on events and innovation to regain its edge

Michael Baker
people standing in front of a shop window in china
Financial IR Pro

Subsidies spark a retail surge, but can China’s momentum last?

Michael Baker
Strategy IR Pro

Japanese exceptionalism: What can we learn from it?

Michael Baker
Walmart store sign
Supermarkets IR Pro

Behind Walmart’s e-commerce win: Logistics, memberships and a tariff storm

Michael Baker
Strategy IR Pro

Holding ground at home, betting on Asia: Inside Simon Property’s global strategy

Michael Baker
Foodpanda delivery rider
Mobile commerce IR Pro

Behind the real cost of Thailand’s delivery wars

Michael Baker
an image of a starbucks sign in china
Strategy IR Pro

Luckin vs Cotti vs Starbucks: Coffee chain chaos brewing in China

Michael Baker
Aeon Mall grows at home, slows expansion abroad amid China and Cambodia challenges.
Shopping centres & malls IR Pro

The Southeast Asian market where Japanese giant Aeon Mall sees room for growth

Michael Baker
the exterior of a takashimaya department store in japan
Financial IR Pro

Services and the mid-market: Takashimaya’s post-tourism plan

Michael Baker
a young asian woman leaning against a banister outside a shopping centre wearing a red and white jacket
Shopping centres & malls IR Pro

Central Retail: Expansions and omnichannel drive growth

Michael Baker
Shopping centres & malls IR Pro

Central Pattana: Southeast Asia’s most important mall operator?

Michael Baker
Two women wearing hijabs shopping on a smartphone
Marketing IR Pro

Ramadan shopping trends in Southeast Asia: Food, fashion and gifting

Michael Baker
A person carrying a branded tote Walmart tote bag as they walk into the front door of a home
Financial IR Pro

What Walmart’s cautious forecast says about retail in 2025

Michael Baker
An image of the storefront of Neiman Marcus in the King of Prussia mall.
Shopping centres & malls IR Pro

Simon Property Group’s growth continues as co-founder Herb Simon retires

Michael Baker
An interior shot of a shopping mall in China, showing escalators and storefronts.
Financial IR Pro

Walmart, Starbucks, Nike: Making sense of China’s latest retail sales numbers

Michael Baker
An image of Siam Piwat Group's CEO Chadatip Chutrakul wearing a black suit looking at the camera.
Workforce IR Pro

Are female CEOs Thai retail’s secret sauce?

Michael Baker
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