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China at the Tipping Point

• The China Chain Store & Franchise Association (CCFA) estimates that around 300 new malls are opened in China each year and that the total number of malls will reach 4,000 by 2015. • Nine out of the top Ten newly completed malls are in China. • Malls account for the majority of China’s commercial property supplies: 68.3% (Tier 1 cities) and 61.6% (Tier 2 cities).

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US Holiday 2014 Recap

Consumer & Retailer Behavior • Driven by early and heavy promotional activity, some piggybacking on Back-To-School sales and continuing post-Christmas • Extended store hours and Click & Collect were popular promotional strategies employed by retailers in the final days leading up to Christmas • Consumer shopping behavior has evolved to reflect the savvy shopping habits of a value-driven mindset • The winners are retailers who respond to the consumers’ bottom line, offering continued discounts, price comparison and coupons

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New and Emerging Technologies Retailers Will Use to Market Their Brands and Products

Retailers – Walmart: Biggest day of online orders on Cyber Monday; 500 new promotions a day through Friday – Target: 100,000 items on sale all week – Amazon: Cyber Monday spreading out to Cyber Week • Cyber Monday – e-commerce sales +15.6% YoY (Channel Advisor) – Online sales +8.5% YoY (IBM) – Average order value $124.21, down 3.5% YoY – Mobile sales +27.6% YoY (IBM) – Mobile sales = 22 % of total Cyber Monday online sales, +27.6 % YoY

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