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2015 Back-to-School Outlook

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Executive Summary

Overview – Too Much Stuff and No Excitement
  • Consumer purchase mentality—What do we need now? A Just in Time Shopper
    Macy’s reacts to this shopping behavior by rolling out same-day delivery to additional stores
  • Look for traditional shopping seasons to continue to blur
    Black Friday style sales in July
  • Harder for retailers to post sales and earnings gains.
    Continued IT investments—Mobile, Click & Collect, Personalization, Omnichannel—all mandatory to maintain share
    Most categories hovering in deflationary territory

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