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Michael Baker

Michael Baker is a Thailand-based retail consultant and former head of research at the International Council of Shopping Centers.

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Walmart register
Supermarkets IR Pro

Why is Walmart outperforming expectations despite tariff pressures?

Michael Baker
Jakarta Premium Outlets
Shopping centres & malls IR Pro

What’s driving Simon Property’s stronger Q3

Michael Baker
Inside Jaspal Group’s ORI women’s athleisure brand in Siam Center, Bangkok
Shopping centres & malls IR Pro

Inside 3 Bangkok openings: Loft, Ori and Live!

Michael Baker
Costco's iconic hot dog combo
Financial IR Pro

How Costco’s shrewd tactics are outpacing tariffs

Michael Baker
Overseas tourists walk along Khao San Road in Bangkok Thailand
Travel retail IR Pro

Tourist trap: The risks of becoming over-reliant on overseas shoppers

Michael Baker
Walmart store sign
Strategy IR Pro

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

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
Foodpanda delivery rider
Mobile commerce IR Pro

Behind the real cost of Thailand’s delivery wars

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 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
Strategy IR Pro

Making Nike win again: New CEO Hill has a mountain to climb

Michael Baker
Shopping centres & malls IR Pro

In Bangkok, malls are delivering culture to a mass audience

Michael Baker
A man standing at the cash register in a Costco store in front of a sign about memberships.
Supermarkets IR Pro

Costco reports Q1 sales growth, highlights membership and e-commerce strength

Michael Baker
A Christmas tree display in front of a Thai shopping mall
Shopping centres & malls IR Pro

Why Christmas decorations drive retail success in Southeast Asian malls

Michael Baker
Bottles of toning water from Japanese homewares brand Muji against a blue background
Strategy IR Pro

Why Muji’s global growth plan is all about product and store expansion

Michael Baker
Financial IR Pro

‘Encouraging signs’: Unpacking China’s latest retail sales

Michael Baker
Image of Marimekko Thailand storefront.
Store design IR Pro

Marimekko, Moleskine, Lojel: Three new concept stores open in Thailand

Michael Baker
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