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Meeting Tech Talk (ICSC NARTF)

• Affluent Consumers are expected
to take a greater hit
• Younger Consumers without
mortgage or stock market exposure
are less affected
• Middle-Aged & Retired Consumers
are the most cautious and anxious
group, with the most exposure to
the consumer finance metrics

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Top 25 Retail Trends

Top 25 Retail Trends
1. Store Traffic
2. Experiential Retail
3. Smart Malls
4. Retail Store Closings and Openings
5. Owning Grocery
6. Moving to Omni
7. Evolving Pure Plays
8. Winner-Take-All E-Commerce & More…..

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1Q2016 Recap (Planalytics)

Q1 2016 and Spring Retail Trends
1. Selected April Sales
2. Selected Latest Quarter Earnings
3. Mixed Luxury Results
4. Online: Amazon Spotlight and More

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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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Macy’s MOM 3.0

Macy’s recently announced a major restructuring that brings it one step close to a true omnichannel business model

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