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2017 Holiday Wrapup (Planalytics)

US 2017 Holiday Wrap-up season:-
Holiday Wrap-Up: Season Exceeded Expectations Due to a Holiday Surge
2. Consumers Wait for the Best Deals, Which Drives a Last-Minute Rush in Sales
3. Favorable Holiday Calendar: A Full Weekend Before Christmas
4. Holiday 2017 Weather Was an Easy Comparison Versus 2016……

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US 2016 HOLIDAY HOMESTRETCH: Performance to Date Bodes Well for Holiday

•Retailers promoted holiday deals earlier and
at a greater extent than last year
• Amazon, Walmart, Best Buy and Target rolled
out early-bird online specials on November 1
• Retailers expanded their mobile messaging two
weeks before Thanksgiving
The days leading up to Thanksgiving
captured more holiday sales than last year
• Wednesday before Thanksgiving: Sales
increased by 10.4% year over year, according to
First Data
• E-commerce traffic was up 15% the weekend
before Thanksgiving, according to Verizon

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Deep Dive: Singles’ Day Shopping Festival 2017 Review Survey

Singles’ Day has grown to become the single-most significant online shopping day in China and the biggest shopping event globally. Following our Singles’ Day Shopping Festival 2017 preview survey in October, which detailed consumer sentiment and buying preferences ahead of the 11.11 event, we conducted a post-Singles’ Day survey to gauge shoppers’ satisfaction with key retailers in China. We detail our key findings in this report.

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Global Retail Revolution Brings Threats as well as Opportunities

M&A chatter:
• Nordstrom announced it is exploring a “going private” transaction
(June 8, company press release)
• American Eagle Outfitters is reported to be bidding for
Abercrombie & Fitch with private equity firm Cerberus Capital
Management
(May 25, Reuters.com)
• Deckers Brands announced that it is reviewing strategic alternatives
(April 25, company press release)
• The parent company of Jimmy Choo announced that it is reviewing
strategic alternatives for the shoe brand
(April 25, Bloomberg.com)
• BJ’s Wholesale Club put itself up for sale in April
(April 14, New York Post)

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1Q2017 Recap and Spring Retail Update (Planalytics)

Spring Retail Update
• Recent sales and earnings results indicate a continuing
struggle in retail.
• Store closures, bankruptcies and management changes
are shaking up the industry.
• The media barrage of the retail industry doesn’t help
perception.
• Uncertainty exists in terms of the forward picture;
things probably get worse before they get better.

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US Retail Revolution

Global Retail Trends
1. Democratization of Luxury
2. Amazon’s Impact on Apparel
3. Home and Big-Ticket Purchases Increasing
4. Beauty Spending Driven by the Selfie Culture
5. Brands Developing an Emotional Connection & More….

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Global Retail Reinvented (Bloomberg)

The Art of Decluttering
• The typical American wardrobe has 120
items today vs 36 items in 1930.
• 80% of them are unworn.
• Marie Kondo’s “the Life Changing
Magic of Tidying Up” brought
minimalism to the mainstream.
• Cladwell helps consumers create a
minimalist wardrobe.

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