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4Q2017 Recap and Holiday Homestretch (Planalytics)

US 2017 Holiday Homestretch: Performance to Date Bodes
Well for Holiday Season Overall:-
1.Holiday Shopping
2.Major Shopping Days Still Ahead
3.More Favorable Holiday Calendar
4.Black Friday Weekend and Cyber Week
Roundup
5. Predictions for the Rest of the Holiday Season
Are Mostly Cheery

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3Q2017 Wrapup and Holiday Preview (Planalytics)

3Q17 Retail Update
1. Earnings: Positive Results Led by E-Commerce and Beauty Retailers
2. Store Traffic Continues to Be Challenged
3. Sluggish Traffic and Unfavorably Warm Weather Hurt Monthly Comps
4. Hurricanes’ Effect on Retail

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Retail Revolution – Disrupt or Be Disrupted (XSPECS)

Retail Traffic Is Down
• Retail traffic has continued to struggle, although it has been
showing slight improvement
• According to RetailNext, retail store traffic in July declined by
just 5.5%, its smallest drop since January 2016
• The conversion rate, which represents how many shoppers
became buyers, rose by 0.5% in both June and July, the highest
rate increase in almost a year

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Deep Dive: Retail X Factor— The US Economy

This is the first report in our X Factor series in which we identify themes that we believe will be critical for the US retail landscape throughout 2017 and beyond. In this report, we look at the macroeconomic backdrop in the first quarter of 2017, and analyze the economic outlook and how this could impact retail for the rest of the year.

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