ETD: 838 Holiday Sales Topping Projections; Online Holiday Shopping up 41%; Second Coming of E-Commerce

E-Tailer's Digest etd_post at gapent.com
Tue Nov 30 12:52:54 GMT 2004


  E-Tailer's Digest --- Everything for the  Retailer
  Issue #0838            November 30, 2004
  George Matyjewicz, Moderator         mailto:georgem at gapent.com
  Published by:  GAP Enterprises, Ltd.  http://www.etailersdigest.com
----------------------------------------------------------------
  CONTENTS

  [1]  Greetings
  [2]  Holiday Sales Topping Projections
  [3]  Online Holiday Shopping up 41%
  [4]  Second Coming of E-Commerce

----------------------------------------------------------------
  [1]  Greetings.
----------------------------------------------------------------
Hi All:

It looks like Black Friday and the past weekend was a retail 
success.  Sales were up online and off and it is expected to be a great 
holiday shopping season.  At least for most retailers.  Wal-Mart revised 
their predictions downward.  Interesting to note that they did not offer 
any super bargains as did other retailers.  So, did people shop because of 
the super 5:30 AM bargains (as offered by many stores) or is it really 
going to be a good season?

It doesn't matter how great sales are for retailing, and stats are just 
that - statistics of what others have done.  The important measure is very 
simple - how well did you do, and how much did you put into your pocket 
this year?  How was your holiday sales kick off weekend?  Did it turn out 
as good as expected?

Stats are quite impressive.  Offline they are topping projections.  Online 
they are up 41% over last year.  And how did retailers do outside the 
U.S.?  Is this season as impressive?

One reporter writes about the "Second Coming of E-Commerce."  Is it really 
a second coming, or are we looking at new ways to produce results?  What is 
different about online improvements?  Offline, major retailers succeeded 
because of tools and technology.  Online it's the same thing. Can you 
imagine displaying a catalog of merchandise online years ago in the days of 
the 56k modem?  We actually had one client who tried to do so, and it was a 
disaster.  They were far ahead of their time.  What do you think?

25 days until Christmas - 3 1/2 weeks!    Are you ready? What are you doing 
this year to increase business?

Tell us about your business which will remain  for posterity at 
our  "Members: Who Are You?" site.   Anything to do with the retail world, 
i.e., supplier, retailer, consulting, 
etc.  http://etailersdigest.com/resources/members/index.htm And we have a 
form there for you to tell us about you.  As I said when I first proposed 
this idea, we have "known" each other for a long time, yet we often don't 
know anything about each other.   So, tell us who you are and what you do.

Now, let's get to everything for the retailer.

Sincerely


George Matyjewicz, PhD
Chief Global Strategist, GAP Enterprises, Ltd.
mailto:georgem at gapent.com
http://www.etailersdigest.com

----------------------------------------------------------------
  [2]  Holiday Sales Topping Projections
----------------------------------------------------------------
Near-record crowds yielded a surprisingly strong surge in weekend sales. 
ShopperTrak of Chicago estimated retail sales for Friday leapt 10.8% over 
last year to hit $8 billion. ShopperTrak estimates sales based on data 
collected via 40,000 cameras installed in malls and other stores. The 
National Retail Federation projected sales for the Christmas season would 
be up 4.5% this year, compared with a 5.1% increase last year.

Charge-card data collected by Visa USA indicate that cardholders charged a 
combined $7.4 billion on their Visa cards at retail stores on Friday and 
Saturday, a 14.3% increase over the same period last year. Use of debit 
cards was up sharply, possibly the result of worries about debt: Shoppers 
spent $3.3 billion using debit cards in the two-day period, a 20.2% rise 
over last year; consumers' credit-card spending exceeded $3.8 billion for 
the period, an 8.8% rise. (The remaining $276 million in sales were made on 
corporate charge cards; the data reflect both increased spending and the 
effect of more cards in use.)

Much of the action took place at higher price points. "It's the upper end 
that's really carrying the day," says Bloomingdale's Chairman Michael 
Gould. Bloomingdale's, a unit of Federated Department Stores Inc., decided 
to be "less promotional," holding prices firmer this year and opting 
against its usual pre-Thanksgiving sales event. Yet sales are still running 
ahead of last year.

NorthPark Center, an upscale Dallas mall with tenants including Neiman 
Marcus and Tiffany's, said Saturday traffic was 36% greater than the same 
day last year. "And the stores posted amazing sales results," says 
marketing director Christine Szalay. "The stores that exceeded their 
projections were clearly the luxury tenants. One designer shoe store 
reported a 63% sales increase over last year."

Some midprice retailers felt the benefits too. Bargains such as two- and 
three-carat diamond bracelets, priced at $149 and $299, respectively, drew 
a line of shoppers to J.C. Penney Co. stores on Friday long before the 5:30 
a.m. opening. Penney says cashmere and fur-trimmed sweaters and scarves 
sold well, as did pet clothes. Penney's Black Friday sales this year 
exceeded those of the past few years, but the retailer is staying 
restrained. "We remain conservative on our outlook for the season," says a 
spokesman, Quinton Crenshaw.

At a Coral Springs, Fla., Sears store, 600 to 800 people waited for the 
doors to open at 6 a.m. "I've been here 32 years, and I've never seen 
anything like that," said John Hendrickson, district general manager for 
the Miami area. Shoppers snapped up DVD players marked down to $19.99 from 
$39.99, $49.99 digital cameras and $4.99 Barbie dolls. Craftsman tools and 
Lands' End apparel were also popular, company spokesman Chris Brathwaite said.

Promotions -- especially for electronics -- were rampant. Kohl's Corp. 
normally discounts winter coats, Fisher-Price toys and diamond bracelets on 
Thanksgiving weekend and doesn't usually sell electronics. But this year, 
it sold a stash of portable DVD players, marked down to $159.99, from 
$229.99. On Friday, before the 5:30 a.m. opening, 75 or so shoppers were 
outside one of the retailer's suburban Chicago stores, clutching the ad for 
the portable DVD in frozen fingers. When the doors opened, customers 
quickly spotted the few dozen boxes on a folding table and snatched them up 
as fast as a worker could set them out.

There was a 35-minute wait to check out at a Best Buy store in north Dallas 
at 7:30 a.m. The big draw was a Norcent DVD player priced at $14.99 after 
two mail-in rebates. The item sold out in 15 minutes. Josie Bueño, a 
28-year-old accountant, bought one, plus an Epson printer for $49.99 after 
mail-in rebate and a slew of $5 DVDs.

Wal-Mart on Saturday took the unusual step of slashing its prediction for 
November sales growth, citing disappointing holiday sales at its stores. 
Wal-Mart predicted that November same-store sales in the U.S. would grow by 
only 0.7% over a year ago, far less than the 2% to 4% rise the retailer had 
expected. J.C. Penney Co. and Sears, Roebuck & Co. also remained cautious 
about overall holiday sales, despite dazzling customer turnout.

  URL for this article:
http://online.wsj.com/article/0,,SB110147654945684230,00.html

----------------------------------------------------------------
  [3]  Online Holiday Shopping up 41%
----------------------------------------------------------------
As expected, online retailers had a solid weekend, with nearly one in three 
consumers (29.3 percent) choosing to do some of their holiday shopping over 
the Internet, according to a National Retail Federation survey. 
Specifically, Nielsen//NetRatings reported that online shopping jumped 11 
percent in unique shoppers on Friday as compared to the same day in 2003.

More people than ever chose to let their fingers do their holiday shopping. 
Consumers spent $250 million online on Friday, a 41% increase over the $174 
million they spent online on the same day a year ago, according to comScore 
Networks, a Reston, Va., company that tracks Web site activity. For the 
November-December holiday season, online spending is expected to surpass 
$15 billion -- marking as much as a 26% increase over last year, comScore says.

Historically, the post-Thanksgiving weekend isn't especially strong for 
online spending because so many people are out in stores. The busiest 
shopping day on the Web, according to Verisign, is the Monday after 
Thanksgiving, when consumers get back to their high-speed, broadband 
Internet connections at the office.

In another report, Forrester Research estimated that online sales from 
Thanksgiving weekend to Christmas will increase 42% over a year ago to 
$12.2 bil. The results include travel and auction sites. Jupiter Research, 
a division of Jupitermedia Corp., projects that online sales will be up 21% 
to $17 bil for the November and December period. The results exclude travel 
and auction sites.

 From Nov. 1 through Nov. 30, online retail sales reached $5.89 bil, a 22% 
increase from $4.85 bil for the same period a year ago, according to 
BizRate.com. Total online sales - excluding travel and auctions - for the 
week ended Sunday was $1.26 bil, compared with a little more than $1 bil in 
the year-ago period, according to comScore Network's preliminary data. 
Still, despite its growth, online sales are expected to account for only 
4.5% of annual total retail sales this year, up from 3.6% last year, 
according to Shop.org, an arm of the National Retail Federation. Total 
retail sales include business from tickets, travel, events and auctions.

----------------------------------------------------------------
  [4]  Second Coming of E-Commerce
----------------------------------------------------------------
Roopak Patel reports in E-Commerce Times that savvy online retailers 
already recognize that having intelligence on their competitors' sites can 
be extremely valuable in determining the right strategy for delivering 
optimal performance, giving users the most intuitive user experience and 
even increasing the conversion rate for actual sales!

Consumers have steadily embraced the Web for their retail shopping needs 
over the last 10 years. Online spending in 2003 was almost US$55 billion 
and is expected to top $60 billion for 2004, according to reports from 
eMarketer.

Although some shoppers still have concerns about credit card security  or 
the inability to touch and feel the merchandise, they have been attracted 
to online shopping by snazzy, eye-catching sites with easy navigation that 
often convert "window shoppers" into paying customers.

However, keep in mind that the very ease that the Web presents is a 
double-edged sword for your business. It is just as easy for visitors to 
your site to switch to another vendor.

Online retailers were the first to take advantage of the Internet during 
the heyday of the Internet bubble. They projected astronomical growth 
figures for their online revenues. Much to their chagrin, it was not meant 
to be; the bubble burst almost as precipitously as it inflated. In the last 
two years, however, an e-commerce renaissance has driven online revenues to 
record highs. So what is the difference between then and now?

According to a recent study by the Aberdeen Group, most retailers already 
use a multichannel approach when distributing their merchandise or 
services. Aberdeen found that only 6 percent of the retailers use a single 
channel.

A good way to analyze overall market indicators is to look at trends, 
expectations and directions indicated in a published index. Much like the 
Dow Jones Industrial Average drives the overall sentiments of the equity 
market, a comparable index in the online retailer space can be extremely 
valuable for understanding these key indicators -- especially when it comes 
to performance.

Savvy online retailers already recognize that having intelligence on their 
competitors' sites can be valuable in determining the right strategy for 
delivering optimal performance, giving users the most intuitive user 
experience and even increasing the conversion rate for actual sales.

Fundamentally, the need for tracking the metrics that matter for making 
improvements, establishing normal patterns of behavior and having a good 
understanding of how your site compares to others are essential if the 
company wants to attract (and more importantly, retain) customers to their 
Web store.

For example, pages that download slowly may give customers a negative image 
of the retailer, one not serious about their investment in the online 
channel. In addition, a lengthy checkout process may deter a wavering 
shopper from completing the entire transaction. Problems such as these 
could also reflect on the future experiences that the customer might have 
with that site -- that is, if they return at all.

Bottom Line.  Remember that how a Web site performs reflects the company's 
overall brand, the speed and accuracy of the delivery and fulfillment, and 
ultimately the quality of the goods or service. In fact, many customers 
would be willing to pay a premium for a better experience compared to other 
sites. Smart Web retailers just have to remember to accurately assess the 
quality of their sites by using available means and jump on any opportunity 
that gives them a leg over their competition.

The revenue potential for online retailers is a significant one and is 
expected to increase over the next few years. For those retailers who want 
to take full advantage of this channel, it would make sense to conduct 
ongoing, comprehensive analysis of their customers' online experience, 
including site design, navigation and, most importantly, performance.

Details at...
http://www.ecommercetimes.com/story/38111.html

----------------------------------------------------------------
  Links to follow
----------------------------------------------------------------
GAP Enterprises, Ltd.                           http://www.gapent.com/
E-Tailer's Digest                       http://www.etailersdigest.com
ETD Archives:                           http://topica.com/lists/etailer/read
Prior to 29 Dec 
1999                    http://etailersdigest.com/archives/index.htm
Marketing Your Web                      http://www.gapent.com/myweb/
Automated Press Releases                http://www.automatedpr.com 




More information about the ETD mailing list