Bain：2018年美国假日购物季销售报告（英文版）(19页).pdf

1、BAIN RETAIL HOLIDAY NEWSLETTER Issue 2 | 20182019 IS AMAZON PRIMED TO CONQUER CHRISTMAS AGAIN? By Aaron Cheris, Darrell Rigby and Suzanne Tager The holiday shopping season has begun, and early data supports our outlook for strong sales growth. Signs also point to another stellar season for Amazon. I

2、n this issue, we take a look at the tactics that the retail giant is using to further expand its market share this holiday season and what other retailers can do to compete. Analyzing the latest data While reliable sales data is not yet available, we know that more consumers are visiting physical st

3、ores amid low unemployment, rising dispos- able income and strong consumer confidence. However, a volatile stock market and weaker- than-expected corporate growth projections provide reasons for caution. Heres what we know so far. October comp store traffic increased 4.1% from a year earlier. Despit

4、e predictions of the demise of brick-and-mortar stores, more consumers visited the 900 shopping centers, outlets and malls that we tracked with the help of Placer.ai. Foot traffic at higher-end, A-grade shopping areas grew the most at 6.1%, compared with 2.8% for B-grade sites and 1.9% for lower-end

5、, C- and D-grade stores.1 2 | Bain Retail Holiday Newsletter 20182019 Issue #2 | Bain building materials and supplies; food and beverage; health and personal care; and e-commerce and mail order Sources: JPMorgan; US Census Bureau; Cowen; Bain analysis Figure 2: Amazons share of e-commerce spending j

6、umps during the second half of the year 4 | Bain Retail Holiday Newsletter 20182019 Issue #2 | Bain preholiday months are January to October; holiday months are November and December; other retailers reflects the weighted average of online conversions for relevant major retailers Source: Jumpshot Fi