eMarketer Webinar: Mid-Holiday Season Retail Update & Post-Thanksgiving Recap

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copy 2016 eMarketer Inc

Made possible by

Mid-Holiday Season Retail Update amp Post-Thanksgiving Recap

Yory WurmserRetail Analyst

December 8 2016

copy 2016 eMarketer Inc

Agenda

How accurate was eMarketerrsquos 2016 holiday forecast

How are multichannel retailers faring against Amazon

How are retailer strategies affecting consumer buying patterns

Is mobile living up to its predicted growth

What products are selling well

What should this all mean for the rest of the holiday season

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Rewind

eMarketerrsquos September Forecast for the 2016

Holiday Season

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Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season

Retail ecommerce sales will jump 172 for the season the highest rate since 2011

Retail sales will rebound slightly from a weak 2015 to rise 33

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Short Answer

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Longer Answer A lot has happened since September

1 Robust economic performance reported for Q3 and early Q4

2 The Trump upset in the US presidential election

3 Thanksgiving Weekend slightly exceeded expectations for online sales

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1 Economic performance since September Q3 economic figures were revised upward

32GDP growth

up from 29 estimateSource Department of Commerce Nov 2016

28increase in household

purchases up from 21 estimate

Source Department of Commerce Nov 2016

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Preliminary October and November numbers also indicate a strong US economy

October

06 increase in incomes in October

best since April

Source Department of Commerce Nov 2016

14 Increase in spending on nondurable goods

Source Department of Commerce Nov 2016

November

216000additional private sector jobs

Source ADP Nov 2016

46Unemployment rate in November

lowest since August 2007

Source Department of Labor Dec 2016

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Consumer confidence rebounded strongly in November

1071 was the highest consumer confidence level since July 2007

1018

1071

90

110

Aug Sept Oct Nov

Source The Conference Board Nov 2016

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2 Online shopping around the election was depressed

1116 16

12

41 -5 -16 -23

24

-30

0

30 Product Page Views on the Hooklogic Network

Source Hooklogic Nov 2016

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As a result of the election ecommerce growth in the first half of November came in low

135increase in online sales

between November 1 and November 14Source Adobe Nov 2016

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3 Thanksgiving Weekend saw healthy gains in spending per shopper

$102

$128

50

100

150

2013 2014 2015 2016

Source Gallup Tracking Poll Nov 26-28 2016

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A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

Source Shoppertrak Nov 2016

eMwebinar

Chart1

Year-over-Year Change in Foot Traffic
0
-0021
-0025

Foot traffic

Foot traffic

Source Shoppertrak
Year-over-Year Change in Foot Traffic

Amazon Prime shoppers

Step by step instructions on how to edit a Vertical Bar
2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
4) Turn onoff Categories as required

Amazon Prime shoppers

Source InfoScout Nov 26 Survey of Prime members
Prime Members Who Will Shop in Stores on Black Friday

Mobile Share (CA)

Step by step instructions on how to edit a Vertical Bar
2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
4) Turn onoff Categories as required

Mobile Share (CA)

Source Gallup
CAT1
[]

Comscore share (2)

Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
7) Change Number Category from Percentage to Number
6) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
8) Press Reset on the maximum bounds number
9) change Units-Major value to match the Bounds-Maximum value
Do this by clicking once then a second time this will select a single data label
5) Delete all data labels leaving only the first and last
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Comscore share (2)

Cyber Monday
Black Friday
Source comScore Percent share of desktop ecommerce
Pure Play
Multichannel

Black Friday spending

B
Chart title here (Unit value here)
A
CAT1
CAT2
CAT3
CAT4
CAT5
CAT6
CAT7
CAT8
CAT9
CAT10
[VALUE]

Area Graph

Step by step instructions on how to edit a Stacked Horizontal Bar Chart
2) If needed change the number of categories see Step 3 Otherwise go to step 5
1) Start data entry at cell I19
3) Select chart and click on the top right funnel symbol (Chart Filters)
5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
4) Turn onoff Categories as required
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Area Graph

Source Gallup
CAT1
[]

Dot Plot

Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
7) Change Number Category from Percentage to Number
6) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
8) Press Reset on the maximum bounds number
9) change Units-Major value to match the Bounds-Maximum value
Do this by clicking once then a second time this will select a single data label
5) Delete all data labels leaving only the first and last
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Dot Plot

CAT1
CAT2
CAT3
CAT4
CAT5
CAT6
CAT7
CAT8
CAT9
CAT10
Chart title here (Unit value here)
CAT1
CAT2
CAT3
CAT4
CAT5
CAT6
CAT7
CAT8
CAT9
CAT10

Horizontal Bar

Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
6) Change Number Category from Percentage to Number
5) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
7) Press Reset on the maximum bounds number
8) change Units-Major value to match the Bounds-Maximum value
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Horizontal Bar

2015
2016
CAT11
CAT10
CAT9
CAT8
CAT7
CAT6
CAT5
CAT4
CAT3
CAT2
CAT1
Chart title here (Unit value here)
2016
2015

Comscore share

2015
2016
CAT11
CAT10
CAT9
CAT8
CAT7
CAT6
CAT5
CAT4
CAT3
CAT2
CAT1
Chart title here (Unit value here)
2016
2015

Line Graph

Step by step instructions on how to edit a Dot Plot
2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
1) Start data entry at CAT1
6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
5) Right click on Vertical (value) Axis inside the chart and select Format Axis
3) Select chart and click on the top right + (Chart Elements)
4) Turn on Axes
6) Turn off Axes
7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Line Graph

Chart title here (Unit value here)
Data Series Label

Election impact

Step by step instructions on how to edit a Horizontal Bar
2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
4) Turn onoff Series Categories as required
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Election impact

Cyber Monday
Black Friday
Source comScore Percent share of desktop ecommerce
Pure Play
Multichannel

Slope Graph

B
Chart title here (Unit value here)
A
CAT1
CAT2
CAT3
CAT4
CAT5
CAT6
CAT7
CAT8
CAT9
CAT10
[VALUE]

Consumer Confidence

Step by step instructions on how to edit a Stacked Horizontal Bar Chart
2) If needed change the number of categories see Step 3 Otherwise go to step 5
1) Start data entry at cell I19
3) Select chart and click on the top right funnel symbol (Chart Filters)
5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
4) Turn onoff Categories as required
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Consumer Confidence

Source Channel Advisor
Mobile Share of Online Orders

Vertical bar

Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
7) Change Number Category from Percentage to Number
6) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
8) Press Reset on the maximum bounds number
9) change Units-Major value to match the Bounds-Maximum value
Do this by clicking once then a second time this will select a single data label
5) Delete all data labels leaving only the first and last
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

Vertical bar

Source Hooklogic
Mobile Share of Online Orders
Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
7) Change Number Category from Percentage to Number
6) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
8) Press Reset on the maximum bounds number
9) change Units-Major value to match the Bounds-Maximum value
Do this by clicking once then a second time this will select a single data label
5) Delete all data labels leaving only the first and last
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
Chart title here (Unit value here)
CAT1
CAT2
CAT3
CAT4
CAT5
CAT6
CAT7
CAT8
CAT9
CAT10
CAT1
CAT2
CAT3
CAT4
CAT5
CAT6
CAT7
CAT8
CAT9
CAT10
Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
6) Change Number Category from Percentage to Number
5) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
7) Press Reset on the maximum bounds number
8) change Units-Major value to match the Bounds-Maximum value
3) Select chart and click on the top right + (Chart Elements)
4) Turn on Primary Vertical
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
Source The Conference Board
CAT1
[]
Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
7) Change Number Category from Percentage to Number
6) Right click on Vertical (value) Axis inside the chart and select Format Axis
4) Turn onoff Series Categories as required
8) Press Reset on the maximum bounds number
9) change Units-Major value to match the Bounds-Maximum value
Do this by clicking once then a second time this will select a single data label
5) Delete all data labels leaving only the first and last
1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
CAT1
Step by step instructions on how to edit a Vertical Bar
2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
1) Start data entry at CAT1
3) Select chart and click on the top right funnel symbol (Chart Filters)
5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
4) Turn onoff Categories as required

copy 2016 eMarketer Inc

hellip But in-store retail sales still fell

-50net sales on Thanksgiving Day and Black Friday

Source RetailNext Dec 2016

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Amazon Prime members are increasingly skipping Black Friday crowds

6559

0

100

2015 2016

Prime Members Who Will Shop in Stores on Black Friday

Source InfoScout Nov 26 survey of Prime members

eMwebinar

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Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

44 of consumers

shopped online

40 of consumers

shopped in-store

Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

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Thanksgiving Weekend online sales went up sharply

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Only 19 of US smartphone users bought the majority of their purchases spontaneously

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Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

SeptemberndashNovember economic performance

Election effect

Thanksgiving and Cyber Week

Total Retail Ecommerce

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Big Retailers Launch Online Counterattack

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Backstory Amazon has been laying waste to other retailers in ecommerce

2227 30 34

4046

0

100

2011 2012 2013 2014 2015 2016

Amazonrsquos Share of Retail Ecommerce Sales

Source Institute for Local Self-Reliance

eMwebinar

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Amazon is becoming a leading product search engine for mobile shoppers

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Backstory Amazon has been laying waste to other retailers in ecommerce

Amazon accounted for at least

37 of US ecommerce sales from November 24ndash28

Source Internet Retailer Nov 29 2016

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Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

Day and 138 jump on Black Friday Source AdRoll Nov 2016

More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

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While digital spending went up total ad spending by big retailers went down

-9drop in overall retailer ad spending in the four weeks

ending on November 27Source Kantar Media Dec 2016

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Retailers also seem to be doing a better job with in-store pickup of online purchases

87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

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Net promoter scores for online shoppers of omnichannel retailers went up in November

39 in October 2016 to 45 in November 2016

Amazon stayed flat albeit at a higher level

Source Bain amp Company Dec 2016

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Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

39

32

25

61

68

75

0 100Pure Play Multichannel

Cyber Monday

Black Friday

Percent share of desktop ecommerce

Thanksgiving

43

27

17

57

73

83

0 100Pure Play Multichannel

Cyber Monday

Black Friday

Percent share of desktop ecommerce

Thanksgiving

2015 2016

Source comScore Dec 2016

eMwebinar

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The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

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Thanksgiving Promotions Starting Earlier and Ending

Later

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Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

(pre-Black Friday Sale)

BLACKFRIDAY(select deals)

Image Creative commons

November 2016

eMwebinar

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lsquoThanksgiving Eversquo is becoming a bigger event

39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

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Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

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Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

The peak online shopping hour on Cyber Monday

NetElixir 7-8pm Hooklogic 8-9pm

Bloomreach 630pm

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Mobile Commerce Revolution Continues

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US retail mcommerce sales are expected to accelerate in 2016

Mcommerce sales will rise 432 in 2016

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The largest part of mcommerce growth will come from purchases via smartphones

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Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

26

41

29

0

50

Thanksgiving Day Black Friday Cyber Monday

Mcommerce Sales Growth 2015ndash2016

Source comScore Dec 2016

eMwebinar

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Mcommercersquos sales share peaked on Thanksgiving Day

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Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

5350 52 51

43

0

100Mobile Share of Unique

User Visits

Source Hooklogic Nov 2016

5755 59 58

47

0

100Mobile Share of Visits

Source NetElixir Dec 2016

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The majority of mobile shopping visits on Cyber Monday came from apps

Source ComScore Dec 2016

eMwebinar

Chart1

Online Retail Visits on Cyber Monday
044
027
029

Sheet1

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Mobile performance was up across the board

Compared with 2015 this yearrsquos Cyber Weekend saw

Smartphone conversion rates up 53

Average order value up 29

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Product Trends

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Apparel was the leading category of online purchases over Thanksgiving Weekend

26

3639

43

0

50

Books amp Entertainment Electronics Toys Apparel amp accessories

Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

Source Branding Brand Dec 2016

eMwebinar

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Shoes were one of the fastest growing subcategories for online purchases

53 year-over-year increase in online purchases of shoes

Source comScore Dec 2016

eMwebinar

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Top 10 toy searches on Hooklogic retailer sites

1 Hatchimals

2 Nintendo

3 Shopkins

4 Lego

5 Paw Patrol

6 NES Classic Edition

7 PokeacutemonPokeacutemon cards

8 Barbie

9 Our Generation

10 Xbox One

Source Hooklogic

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Expectations for the Rest of the Season

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Impact of competitive discounting on holiday ecommerce

SalesTrafficMargins

eMwebinar

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Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

9 of shoppers had completed their shopping by the start

of Cyber Monday down from 11 in 2015

23 hadnrsquot started shopping by the start of Cyber Monday

up from 19 in 2015

Source National Retail Federation and Prosper Analytics Nov 2016

eMwebinar

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Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

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Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

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Recap

Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

and a 33 gain for total retail sales looks to be on target

Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

Mobile As expected mcommerce continues to grow rapidly

Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

eMwebinar

MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

- Max Levchin Founder

54

ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

The unintended consequence is the incredible impact wersquove had on retailersrdquo

Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

are empowered to buy what works for them - leading to higher conversions

$1500M ODERN COUCH

MONTHLY PAYMENTS AS LOW AS

$51671mo for 3 months

$26477mo for 6 months

$13892mo for 12 months

55

Affirm builds trust through transparency

Modern financing delivers results for retailers

Source Affirm Merchant Case Study March 2016

57

ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

are typically in pursuit of big sales and slashed prices however we sold our

$2000+ bikes for full price ldquo

2016 Affirm Holiday Shopping Report December 2016

- Graham Stanton President and co-founder of Peloton

aff i rmcombusiness

copy 2016 eMarketer Inc

Learn more about digital marketing with an eMarketer corporate subscription

Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

QampA Session

Made possible by

You will receive an email tomorrow with a link to view the

deck and webinar recording

To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

Yory Wurmser

Mid-Holiday Season Retail Update amp Post-Thanksgiving

Recap

Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

US Mcommerce Update 2016 Behind the Rapid Growth

US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

Performance Marketing in Retail

  • Slide Number 1
  • Agenda
  • Slide Number 3
  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
  • Short Answer
  • Longer Answer A lot has happened since September
  • 1 Economic performance since September Q3 economic figures were revised upward
  • Preliminary October and November numbers also indicate a strong US economy
  • Consumer confidence rebounded strongly in November
  • 2 Online shopping around the election was depressed
  • As a result of the election ecommerce growth in the first half of November came in low
  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
  • hellip But in-store retail sales still fell
  • Amazon Prime members are increasingly skipping Black Friday crowds
  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
  • Thanksgiving Weekend online sales went up sharply
  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
  • Slide Number 20
  • Backstory Amazon has been laying waste to other retailers in ecommerce
  • Amazon is becoming a leading product search engine for mobile shoppers
  • Backstory Amazon has been laying waste to other retailers in ecommerce
  • Retailers fought back this year with digital advertising and steeper discounts
  • While digital spending went up total ad spending by big retailers went down
  • Retailers also seem to be doing a better job with in-store pickup of online purchases
  • Net promoter scores for online shoppers of omnichannel retailers went up in November
  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
  • Slide Number 30
  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
  • lsquoThanksgiving Eversquo is becoming a bigger event
  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
  • Slide Number 35
  • US retail mcommerce sales are expected to accelerate in 2016
  • The largest part of mcommerce growth will come from purchases via smartphones
  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
  • Mcommercersquos sales share peaked on Thanksgiving Day
  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
  • The majority of mobile shopping visits on Cyber Monday came from apps
  • Mobile performance was up across the board
  • Slide Number 43
  • Apparel was the leading category of online purchases over Thanksgiving Weekend
  • Shoes were one of the fastest growing subcategories for online purchases
  • Top 10 toy searches on Hooklogic retailer sites
  • Slide Number 47
  • Impact of competitive discounting on holiday ecommerce
  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
  • Recap
  • Slide Number 53
  • Slide Number 54
  • Slide Number 55
  • Slide Number 56
  • Slide Number 57
  • Slide Number 58
  • Slide Number 59
    Online Retail Visits on Cyber Monday
    Desktop44
    Mobile Web27
    Mobile App29
    Desktop
    Mobile Web
    Mobile App
    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
    1 Input category names dates and data into CHART DATA section below
    (if your s arent s first change the cell format to numbers)
    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
    3 Make other formatting changes as desired to make chart fit your needs
    4 Use color for emphasis
    CHART DATA
    2011201220132014201520162020
    CAT1222730344046
    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
    CHART DATA
    AugSeptOctNov20192020
    CAT11018104110081071095096
    CAT2810820830840850860
    CAT3710720730740750760
    CAT4610620630640650660
    CAT5510520530540550560
    CAT6410420430440450460
    CAT7310320330340350360
    CAT8210220230240250260
    CAT9110120130140150160
    CAT10102030405060
    INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
    CHART DATA
    20142015
    CAT1900950
    CAT2800850
    CAT3700750
    CAT4600650
    CAT5500550
    CAT6400450
    CAT7300350
    CAT8200250
    CAT9100150
    CAT100050
    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
    CHART DATA
    2Election Day1Cyber SundayCyber Monday20192020
    Mobile Share of Online Orders5348504841950960
    CAT2800810820830840850860
    CAT3700710720730740750760
    CAT4600610620630640650660
    CAT5500510520530540550560
    CAT6400410420430440450460
    CAT7300310320330340350360
    CAT8200210220230240250260
    CAT9100110120130140150160
    CAT1000102030405060
    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
    CHART DATA
    Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
    Mobile Share of Online Orders5348504841950960
    CAT2800810820830840850860
    CAT3700710720730740750760
    CAT4600610620630640650660
    CAT5500510520530540550560
    CAT6400410420430440450460
    CAT7300310320330340350360
    CAT8200210220230240250260
    CAT9100110120130140150160
    CAT1000102030405060
    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
    CHART DATA 1
    CAT1Cyber MondayBlack FridayThanksgiving
    Pure Play393225
    Multichannel616875
    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
    AB
    CAT11010
    CAT21010
    CAT31010
    CAT41010
    CAT51010
    CAT61010
    CAT71010
    CAT81010
    CAT91010
    CAT101010
    INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
    CHART DATA
    Data Series Label
    CAT1066 B
    CAT2150 B
    CAT3173 B
    CAT4209 B
    CAT5233 B
    CAT6238 B
    CAT7327 B
    CAT8343 B
    CAT9349 B
    CAT10665 B
    INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
    Do not editCHART DATA
    DOT SPACING
    COLUMNS20152016
    11CAT11$13335$16115
    10CAT10$8083$10320
    9CAT9$1672$2221
    8CAT8$1167$1464
    7CAT7$1037$1202
    6CAT6$926$1125
    5CAT5$766$896
    4CAT4$284$378
    3CAT3$184$248
    2CAT2$199$255DOT PLOT
    1CAT1$14362$16614
    CHART DATA
    20152016
    CAT11340950
    CAT10800850
    CAT9700750
    CAT8600650
    CAT7500550
    CAT6400450
    CAT5300350
    CAT4200250
    CAT3220440
    CAT2340540
    CAT1220360
    INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
    CHART DATA
    2014201520162017201820192020
    CAT1900910920930940950960
    CAT2800810820830840850860
    CAT3700710720730740750760
    CAT4600610620630640650660
    CAT5500510520530540550560
    CAT6400410420430440450460
    CAT7300310320330340350360
    CAT8200210220230240250260
    CAT9100110120130140150160
    CAT1000102030405060
    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
    CHART DATA
    201320142015201620192020
    CAT1$102$115$116$128095096
    CAT2810820830840850860
    CAT3710720730740750760
    CAT4610620630640650660
    CAT5510520530540550560
    CAT6410420430440450460
    CAT7310320330340350360
    CAT8210220230240250260
    CAT9110120130140150160
    CAT10102030405060
    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
    CHART DATA 1
    CAT1Cyber MondayBlack FridayThanksgiving
    Pure Play432717
    Multichannel577357
    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
    AB
    CAT11010
    CAT21010
    CAT31010
    CAT41010
    CAT51010
    CAT61010
    CAT71010
    CAT81010
    CAT91010
    CAT101010
    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
    CHART DATA
    201320142015201620192020
    CAT1$102$115$116$128095096
    CAT2810820830840850860
    CAT3710720730740750760
    CAT4610620630640650660
    CAT5510520530540550560
    CAT6410420430440450460
    CAT7310320330340350360
    CAT8210220230240250260
    CAT9110120130140150160
    CAT10102030405060
    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
    1 Input category names dates and data into CHART DATA section below
    (if your s arent s first change the cell format to numbers)
    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
    3 Make other formatting changes as desired to make chart fit your needs
    4 Use color for emphasis
    CHART DATA
    201520162020
    Prime Members Who Will Shop in Stores on Black Friday6559
    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
    1 Input category names dates and data into CHART DATA section below
    (if your s arent s first change the cell format to numbers)
    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
    3 Make other formatting changes as desired to make chart fit your needs
    4 Use color for emphasis
    CHART DATA
    Black FridayBlack SaturdayBlack Sunday
    Year-over-Year Change in Foot Traffic00-21-25
    F
    Black Friday
    Black Saturday
    Black Sunday

    copy 2016 eMarketer Inc

    Agenda

    How accurate was eMarketerrsquos 2016 holiday forecast

    How are multichannel retailers faring against Amazon

    How are retailer strategies affecting consumer buying patterns

    Is mobile living up to its predicted growth

    What products are selling well

    What should this all mean for the rest of the holiday season

    eMwebinar

    copy 2016 eMarketer Inc

    Rewind

    eMarketerrsquos September Forecast for the 2016

    Holiday Season

    copy 2016 eMarketer Inc

    Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season

    Retail ecommerce sales will jump 172 for the season the highest rate since 2011

    Retail sales will rebound slightly from a weak 2015 to rise 33

    eMwebinar

    copy 2016 eMarketer Inc

    Short Answer

    eMwebinar

    copy 2016 eMarketer Inc

    Longer Answer A lot has happened since September

    1 Robust economic performance reported for Q3 and early Q4

    2 The Trump upset in the US presidential election

    3 Thanksgiving Weekend slightly exceeded expectations for online sales

    eMwebinar

    copy 2016 eMarketer Inc

    1 Economic performance since September Q3 economic figures were revised upward

    32GDP growth

    up from 29 estimateSource Department of Commerce Nov 2016

    28increase in household

    purchases up from 21 estimate

    Source Department of Commerce Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Preliminary October and November numbers also indicate a strong US economy

    October

    06 increase in incomes in October

    best since April

    Source Department of Commerce Nov 2016

    14 Increase in spending on nondurable goods

    Source Department of Commerce Nov 2016

    November

    216000additional private sector jobs

    Source ADP Nov 2016

    46Unemployment rate in November

    lowest since August 2007

    Source Department of Labor Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Consumer confidence rebounded strongly in November

    1071 was the highest consumer confidence level since July 2007

    1018

    1071

    90

    110

    Aug Sept Oct Nov

    Source The Conference Board Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    2 Online shopping around the election was depressed

    1116 16

    12

    41 -5 -16 -23

    24

    -30

    0

    30 Product Page Views on the Hooklogic Network

    Source Hooklogic Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    As a result of the election ecommerce growth in the first half of November came in low

    135increase in online sales

    between November 1 and November 14Source Adobe Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    3 Thanksgiving Weekend saw healthy gains in spending per shopper

    $102

    $128

    50

    100

    150

    2013 2014 2015 2016

    Source Gallup Tracking Poll Nov 26-28 2016

    eMwebinar

    copy 2016 eMarketer Inc

    A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

    Source Shoppertrak Nov 2016

    eMwebinar

    Chart1

    Year-over-Year Change in Foot Traffic
    0
    -0021
    -0025

    Foot traffic

    Foot traffic

    Source Shoppertrak
    Year-over-Year Change in Foot Traffic

    Amazon Prime shoppers

    Step by step instructions on how to edit a Vertical Bar
    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    4) Turn onoff Categories as required

    Amazon Prime shoppers

    Source InfoScout Nov 26 Survey of Prime members
    Prime Members Who Will Shop in Stores on Black Friday

    Mobile Share (CA)

    Step by step instructions on how to edit a Vertical Bar
    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    4) Turn onoff Categories as required

    Mobile Share (CA)

    Source Gallup
    CAT1
    []

    Comscore share (2)

    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    7) Change Number Category from Percentage to Number
    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    8) Press Reset on the maximum bounds number
    9) change Units-Major value to match the Bounds-Maximum value
    Do this by clicking once then a second time this will select a single data label
    5) Delete all data labels leaving only the first and last
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Comscore share (2)

    Cyber Monday
    Black Friday
    Source comScore Percent share of desktop ecommerce
    Pure Play
    Multichannel

    Black Friday spending

    B
    Chart title here (Unit value here)
    A
    CAT1
    CAT2
    CAT3
    CAT4
    CAT5
    CAT6
    CAT7
    CAT8
    CAT9
    CAT10
    [VALUE]

    Area Graph

    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
    2) If needed change the number of categories see Step 3 Otherwise go to step 5
    1) Start data entry at cell I19
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    4) Turn onoff Categories as required
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Area Graph

    Source Gallup
    CAT1
    []

    Dot Plot

    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    7) Change Number Category from Percentage to Number
    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    8) Press Reset on the maximum bounds number
    9) change Units-Major value to match the Bounds-Maximum value
    Do this by clicking once then a second time this will select a single data label
    5) Delete all data labels leaving only the first and last
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Dot Plot

    CAT1
    CAT2
    CAT3
    CAT4
    CAT5
    CAT6
    CAT7
    CAT8
    CAT9
    CAT10
    Chart title here (Unit value here)
    CAT1
    CAT2
    CAT3
    CAT4
    CAT5
    CAT6
    CAT7
    CAT8
    CAT9
    CAT10

    Horizontal Bar

    Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    6) Change Number Category from Percentage to Number
    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    7) Press Reset on the maximum bounds number
    8) change Units-Major value to match the Bounds-Maximum value
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Horizontal Bar

    2015
    2016
    CAT11
    CAT10
    CAT9
    CAT8
    CAT7
    CAT6
    CAT5
    CAT4
    CAT3
    CAT2
    CAT1
    Chart title here (Unit value here)
    2016
    2015

    Comscore share

    2015
    2016
    CAT11
    CAT10
    CAT9
    CAT8
    CAT7
    CAT6
    CAT5
    CAT4
    CAT3
    CAT2
    CAT1
    Chart title here (Unit value here)
    2016
    2015

    Line Graph

    Step by step instructions on how to edit a Dot Plot
    2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
    1) Start data entry at CAT1
    6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
    3) Select chart and click on the top right + (Chart Elements)
    4) Turn on Axes
    6) Turn off Axes
    7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Line Graph

    Chart title here (Unit value here)
    Data Series Label

    Election impact

    Step by step instructions on how to edit a Horizontal Bar
    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    4) Turn onoff Series Categories as required
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Election impact

    Cyber Monday
    Black Friday
    Source comScore Percent share of desktop ecommerce
    Pure Play
    Multichannel

    Slope Graph

    B
    Chart title here (Unit value here)
    A
    CAT1
    CAT2
    CAT3
    CAT4
    CAT5
    CAT6
    CAT7
    CAT8
    CAT9
    CAT10
    [VALUE]

    Consumer Confidence

    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
    2) If needed change the number of categories see Step 3 Otherwise go to step 5
    1) Start data entry at cell I19
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    4) Turn onoff Categories as required
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Consumer Confidence

    Source Channel Advisor
    Mobile Share of Online Orders

    Vertical bar

    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    7) Change Number Category from Percentage to Number
    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    8) Press Reset on the maximum bounds number
    9) change Units-Major value to match the Bounds-Maximum value
    Do this by clicking once then a second time this will select a single data label
    5) Delete all data labels leaving only the first and last
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

    Vertical bar

    Source Hooklogic
    Mobile Share of Online Orders
    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    7) Change Number Category from Percentage to Number
    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    8) Press Reset on the maximum bounds number
    9) change Units-Major value to match the Bounds-Maximum value
    Do this by clicking once then a second time this will select a single data label
    5) Delete all data labels leaving only the first and last
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
    Chart title here (Unit value here)
    CAT1
    CAT2
    CAT3
    CAT4
    CAT5
    CAT6
    CAT7
    CAT8
    CAT9
    CAT10
    CAT1
    CAT2
    CAT3
    CAT4
    CAT5
    CAT6
    CAT7
    CAT8
    CAT9
    CAT10
    Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    6) Change Number Category from Percentage to Number
    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    7) Press Reset on the maximum bounds number
    8) change Units-Major value to match the Bounds-Maximum value
    3) Select chart and click on the top right + (Chart Elements)
    4) Turn on Primary Vertical
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
    Source The Conference Board
    CAT1
    []
    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    7) Change Number Category from Percentage to Number
    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
    4) Turn onoff Series Categories as required
    8) Press Reset on the maximum bounds number
    9) change Units-Major value to match the Bounds-Maximum value
    Do this by clicking once then a second time this will select a single data label
    5) Delete all data labels leaving only the first and last
    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
    Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
    CAT1
    Step by step instructions on how to edit a Vertical Bar
    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
    1) Start data entry at CAT1
    3) Select chart and click on the top right funnel symbol (Chart Filters)
    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
    4) Turn onoff Categories as required

    copy 2016 eMarketer Inc

    hellip But in-store retail sales still fell

    -50net sales on Thanksgiving Day and Black Friday

    Source RetailNext Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Amazon Prime members are increasingly skipping Black Friday crowds

    6559

    0

    100

    2015 2016

    Prime Members Who Will Shop in Stores on Black Friday

    Source InfoScout Nov 26 survey of Prime members

    eMwebinar

    copy 2016 eMarketer Inc

    Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

    44 of consumers

    shopped online

    40 of consumers

    shopped in-store

    Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Thanksgiving Weekend online sales went up sharply

    eMwebinar

    copy 2016 eMarketer Inc

    Only 19 of US smartphone users bought the majority of their purchases spontaneously

    eMwebinar

    copy 2016 eMarketer Inc

    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

    SeptemberndashNovember economic performance

    Election effect

    Thanksgiving and Cyber Week

    Total Retail Ecommerce

    eMwebinar

    copy 2016 eMarketer Inc

    Big Retailers Launch Online Counterattack

    copy 2016 eMarketer Inc

    Backstory Amazon has been laying waste to other retailers in ecommerce

    2227 30 34

    4046

    0

    100

    2011 2012 2013 2014 2015 2016

    Amazonrsquos Share of Retail Ecommerce Sales

    Source Institute for Local Self-Reliance

    eMwebinar

    copy 2016 eMarketer Inc

    Amazon is becoming a leading product search engine for mobile shoppers

    eMwebinar

    copy 2016 eMarketer Inc

    Backstory Amazon has been laying waste to other retailers in ecommerce

    Amazon accounted for at least

    37 of US ecommerce sales from November 24ndash28

    Source Internet Retailer Nov 29 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

    Day and 138 jump on Black Friday Source AdRoll Nov 2016

    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    While digital spending went up total ad spending by big retailers went down

    -9drop in overall retailer ad spending in the four weeks

    ending on November 27Source Kantar Media Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Retailers also seem to be doing a better job with in-store pickup of online purchases

    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

    eMwebinar

    copy 2016 eMarketer Inc

    Net promoter scores for online shoppers of omnichannel retailers went up in November

    39 in October 2016 to 45 in November 2016

    Amazon stayed flat albeit at a higher level

    Source Bain amp Company Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

    39

    32

    25

    61

    68

    75

    0 100Pure Play Multichannel

    Cyber Monday

    Black Friday

    Percent share of desktop ecommerce

    Thanksgiving

    43

    27

    17

    57

    73

    83

    0 100Pure Play Multichannel

    Cyber Monday

    Black Friday

    Percent share of desktop ecommerce

    Thanksgiving

    2015 2016

    Source comScore Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

    eMwebinar

    copy 2016 eMarketer Inc

    Thanksgiving Promotions Starting Earlier and Ending

    Later

    copy 2016 eMarketer Inc

    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

    (pre-Black Friday Sale)

    BLACKFRIDAY(select deals)

    Image Creative commons

    November 2016

    eMwebinar

    copy 2016 eMarketer Inc

    lsquoThanksgiving Eversquo is becoming a bigger event

    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

    eMwebinar

    copy 2016 eMarketer Inc

    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

    The peak online shopping hour on Cyber Monday

    NetElixir 7-8pm Hooklogic 8-9pm

    Bloomreach 630pm

    eMwebinar

    copy 2016 eMarketer Inc

    Mobile Commerce Revolution Continues

    copy 2016 eMarketer Inc

    US retail mcommerce sales are expected to accelerate in 2016

    Mcommerce sales will rise 432 in 2016

    eMwebinar

    copy 2016 eMarketer Inc

    The largest part of mcommerce growth will come from purchases via smartphones

    eMwebinar

    copy 2016 eMarketer Inc

    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

    26

    41

    29

    0

    50

    Thanksgiving Day Black Friday Cyber Monday

    Mcommerce Sales Growth 2015ndash2016

    Source comScore Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Mcommercersquos sales share peaked on Thanksgiving Day

    eMwebinar

    copy 2016 eMarketer Inc

    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

    5350 52 51

    43

    0

    100Mobile Share of Unique

    User Visits

    Source Hooklogic Nov 2016

    5755 59 58

    47

    0

    100Mobile Share of Visits

    Source NetElixir Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    The majority of mobile shopping visits on Cyber Monday came from apps

    Source ComScore Dec 2016

    eMwebinar

    Chart1

    Online Retail Visits on Cyber Monday
    044
    027
    029

    Sheet1

    copy 2016 eMarketer Inc

    Mobile performance was up across the board

    Compared with 2015 this yearrsquos Cyber Weekend saw

    Smartphone conversion rates up 53

    Average order value up 29

    eMwebinar

    copy 2016 eMarketer Inc

    Product Trends

    copy 2016 eMarketer Inc

    Apparel was the leading category of online purchases over Thanksgiving Weekend

    26

    3639

    43

    0

    50

    Books amp Entertainment Electronics Toys Apparel amp accessories

    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

    Source Branding Brand Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Shoes were one of the fastest growing subcategories for online purchases

    53 year-over-year increase in online purchases of shoes

    Source comScore Dec 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Top 10 toy searches on Hooklogic retailer sites

    1 Hatchimals

    2 Nintendo

    3 Shopkins

    4 Lego

    5 Paw Patrol

    6 NES Classic Edition

    7 PokeacutemonPokeacutemon cards

    8 Barbie

    9 Our Generation

    10 Xbox One

    Source Hooklogic

    eMwebinar

    copy 2016 eMarketer Inc

    Expectations for the Rest of the Season

    copy 2016 eMarketer Inc

    Impact of competitive discounting on holiday ecommerce

    SalesTrafficMargins

    eMwebinar

    copy 2016 eMarketer Inc

    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

    9 of shoppers had completed their shopping by the start

    of Cyber Monday down from 11 in 2015

    23 hadnrsquot started shopping by the start of Cyber Monday

    up from 19 in 2015

    Source National Retail Federation and Prosper Analytics Nov 2016

    eMwebinar

    copy 2016 eMarketer Inc

    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

    eMwebinar

    copy 2016 eMarketer Inc

    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

    eMwebinar

    copy 2016 eMarketer Inc

    Recap

    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

    and a 33 gain for total retail sales looks to be on target

    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

    Mobile As expected mcommerce continues to grow rapidly

    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

    eMwebinar

    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

    - Max Levchin Founder

    54

    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

    The unintended consequence is the incredible impact wersquove had on retailersrdquo

    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

    are empowered to buy what works for them - leading to higher conversions

    $1500M ODERN COUCH

    MONTHLY PAYMENTS AS LOW AS

    $51671mo for 3 months

    $26477mo for 6 months

    $13892mo for 12 months

    55

    Affirm builds trust through transparency

    Modern financing delivers results for retailers

    Source Affirm Merchant Case Study March 2016

    57

    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

    are typically in pursuit of big sales and slashed prices however we sold our

    $2000+ bikes for full price ldquo

    2016 Affirm Holiday Shopping Report December 2016

    - Graham Stanton President and co-founder of Peloton

    aff i rmcombusiness

    copy 2016 eMarketer Inc

    Learn more about digital marketing with an eMarketer corporate subscription

    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

    QampA Session

    Made possible by

    You will receive an email tomorrow with a link to view the

    deck and webinar recording

    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

    Yory Wurmser

    Mid-Holiday Season Retail Update amp Post-Thanksgiving

    Recap

    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

    US Mcommerce Update 2016 Behind the Rapid Growth

    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

    Performance Marketing in Retail

    • Slide Number 1
    • Agenda
    • Slide Number 3
    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
    • Short Answer
    • Longer Answer A lot has happened since September
    • 1 Economic performance since September Q3 economic figures were revised upward
    • Preliminary October and November numbers also indicate a strong US economy
    • Consumer confidence rebounded strongly in November
    • 2 Online shopping around the election was depressed
    • As a result of the election ecommerce growth in the first half of November came in low
    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
    • hellip But in-store retail sales still fell
    • Amazon Prime members are increasingly skipping Black Friday crowds
    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
    • Thanksgiving Weekend online sales went up sharply
    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
    • Slide Number 20
    • Backstory Amazon has been laying waste to other retailers in ecommerce
    • Amazon is becoming a leading product search engine for mobile shoppers
    • Backstory Amazon has been laying waste to other retailers in ecommerce
    • Retailers fought back this year with digital advertising and steeper discounts
    • While digital spending went up total ad spending by big retailers went down
    • Retailers also seem to be doing a better job with in-store pickup of online purchases
    • Net promoter scores for online shoppers of omnichannel retailers went up in November
    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
    • Slide Number 30
    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
    • lsquoThanksgiving Eversquo is becoming a bigger event
    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
    • Slide Number 35
    • US retail mcommerce sales are expected to accelerate in 2016
    • The largest part of mcommerce growth will come from purchases via smartphones
    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
    • Mcommercersquos sales share peaked on Thanksgiving Day
    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
    • The majority of mobile shopping visits on Cyber Monday came from apps
    • Mobile performance was up across the board
    • Slide Number 43
    • Apparel was the leading category of online purchases over Thanksgiving Weekend
    • Shoes were one of the fastest growing subcategories for online purchases
    • Top 10 toy searches on Hooklogic retailer sites
    • Slide Number 47
    • Impact of competitive discounting on holiday ecommerce
    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
    • Recap
    • Slide Number 53
    • Slide Number 54
    • Slide Number 55
    • Slide Number 56
    • Slide Number 57
    • Slide Number 58
    • Slide Number 59
      Online Retail Visits on Cyber Monday
      Desktop44
      Mobile Web27
      Mobile App29
      Desktop
      Mobile Web
      Mobile App
      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
      1 Input category names dates and data into CHART DATA section below
      (if your s arent s first change the cell format to numbers)
      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
      3 Make other formatting changes as desired to make chart fit your needs
      4 Use color for emphasis
      CHART DATA
      2011201220132014201520162020
      CAT1222730344046
      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
      CHART DATA
      AugSeptOctNov20192020
      CAT11018104110081071095096
      CAT2810820830840850860
      CAT3710720730740750760
      CAT4610620630640650660
      CAT5510520530540550560
      CAT6410420430440450460
      CAT7310320330340350360
      CAT8210220230240250260
      CAT9110120130140150160
      CAT10102030405060
      INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
      CHART DATA
      20142015
      CAT1900950
      CAT2800850
      CAT3700750
      CAT4600650
      CAT5500550
      CAT6400450
      CAT7300350
      CAT8200250
      CAT9100150
      CAT100050
      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
      CHART DATA
      2Election Day1Cyber SundayCyber Monday20192020
      Mobile Share of Online Orders5348504841950960
      CAT2800810820830840850860
      CAT3700710720730740750760
      CAT4600610620630640650660
      CAT5500510520530540550560
      CAT6400410420430440450460
      CAT7300310320330340350360
      CAT8200210220230240250260
      CAT9100110120130140150160
      CAT1000102030405060
      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
      CHART DATA
      Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
      Mobile Share of Online Orders5348504841950960
      CAT2800810820830840850860
      CAT3700710720730740750760
      CAT4600610620630640650660
      CAT5500510520530540550560
      CAT6400410420430440450460
      CAT7300310320330340350360
      CAT8200210220230240250260
      CAT9100110120130140150160
      CAT1000102030405060
      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
      CHART DATA 1
      CAT1Cyber MondayBlack FridayThanksgiving
      Pure Play393225
      Multichannel616875
      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
      AB
      CAT11010
      CAT21010
      CAT31010
      CAT41010
      CAT51010
      CAT61010
      CAT71010
      CAT81010
      CAT91010
      CAT101010
      INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
      CHART DATA
      Data Series Label
      CAT1066 B
      CAT2150 B
      CAT3173 B
      CAT4209 B
      CAT5233 B
      CAT6238 B
      CAT7327 B
      CAT8343 B
      CAT9349 B
      CAT10665 B
      INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
      Do not editCHART DATA
      DOT SPACING
      COLUMNS20152016
      11CAT11$13335$16115
      10CAT10$8083$10320
      9CAT9$1672$2221
      8CAT8$1167$1464
      7CAT7$1037$1202
      6CAT6$926$1125
      5CAT5$766$896
      4CAT4$284$378
      3CAT3$184$248
      2CAT2$199$255DOT PLOT
      1CAT1$14362$16614
      CHART DATA
      20152016
      CAT11340950
      CAT10800850
      CAT9700750
      CAT8600650
      CAT7500550
      CAT6400450
      CAT5300350
      CAT4200250
      CAT3220440
      CAT2340540
      CAT1220360
      INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
      CHART DATA
      2014201520162017201820192020
      CAT1900910920930940950960
      CAT2800810820830840850860
      CAT3700710720730740750760
      CAT4600610620630640650660
      CAT5500510520530540550560
      CAT6400410420430440450460
      CAT7300310320330340350360
      CAT8200210220230240250260
      CAT9100110120130140150160
      CAT1000102030405060
      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
      CHART DATA
      201320142015201620192020
      CAT1$102$115$116$128095096
      CAT2810820830840850860
      CAT3710720730740750760
      CAT4610620630640650660
      CAT5510520530540550560
      CAT6410420430440450460
      CAT7310320330340350360
      CAT8210220230240250260
      CAT9110120130140150160
      CAT10102030405060
      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
      CHART DATA 1
      CAT1Cyber MondayBlack FridayThanksgiving
      Pure Play432717
      Multichannel577357
      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
      AB
      CAT11010
      CAT21010
      CAT31010
      CAT41010
      CAT51010
      CAT61010
      CAT71010
      CAT81010
      CAT91010
      CAT101010
      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
      CHART DATA
      201320142015201620192020
      CAT1$102$115$116$128095096
      CAT2810820830840850860
      CAT3710720730740750760
      CAT4610620630640650660
      CAT5510520530540550560
      CAT6410420430440450460
      CAT7310320330340350360
      CAT8210220230240250260
      CAT9110120130140150160
      CAT10102030405060
      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
      1 Input category names dates and data into CHART DATA section below
      (if your s arent s first change the cell format to numbers)
      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
      3 Make other formatting changes as desired to make chart fit your needs
      4 Use color for emphasis
      CHART DATA
      201520162020
      Prime Members Who Will Shop in Stores on Black Friday6559
      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
      1 Input category names dates and data into CHART DATA section below
      (if your s arent s first change the cell format to numbers)
      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
      3 Make other formatting changes as desired to make chart fit your needs
      4 Use color for emphasis
      CHART DATA
      Black FridayBlack SaturdayBlack Sunday
      Year-over-Year Change in Foot Traffic00-21-25
      F
      Black Friday
      Black Saturday
      Black Sunday

      copy 2016 eMarketer Inc

      Rewind

      eMarketerrsquos September Forecast for the 2016

      Holiday Season

      copy 2016 eMarketer Inc

      Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season

      Retail ecommerce sales will jump 172 for the season the highest rate since 2011

      Retail sales will rebound slightly from a weak 2015 to rise 33

      eMwebinar

      copy 2016 eMarketer Inc

      Short Answer

      eMwebinar

      copy 2016 eMarketer Inc

      Longer Answer A lot has happened since September

      1 Robust economic performance reported for Q3 and early Q4

      2 The Trump upset in the US presidential election

      3 Thanksgiving Weekend slightly exceeded expectations for online sales

      eMwebinar

      copy 2016 eMarketer Inc

      1 Economic performance since September Q3 economic figures were revised upward

      32GDP growth

      up from 29 estimateSource Department of Commerce Nov 2016

      28increase in household

      purchases up from 21 estimate

      Source Department of Commerce Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Preliminary October and November numbers also indicate a strong US economy

      October

      06 increase in incomes in October

      best since April

      Source Department of Commerce Nov 2016

      14 Increase in spending on nondurable goods

      Source Department of Commerce Nov 2016

      November

      216000additional private sector jobs

      Source ADP Nov 2016

      46Unemployment rate in November

      lowest since August 2007

      Source Department of Labor Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Consumer confidence rebounded strongly in November

      1071 was the highest consumer confidence level since July 2007

      1018

      1071

      90

      110

      Aug Sept Oct Nov

      Source The Conference Board Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      2 Online shopping around the election was depressed

      1116 16

      12

      41 -5 -16 -23

      24

      -30

      0

      30 Product Page Views on the Hooklogic Network

      Source Hooklogic Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      As a result of the election ecommerce growth in the first half of November came in low

      135increase in online sales

      between November 1 and November 14Source Adobe Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      3 Thanksgiving Weekend saw healthy gains in spending per shopper

      $102

      $128

      50

      100

      150

      2013 2014 2015 2016

      Source Gallup Tracking Poll Nov 26-28 2016

      eMwebinar

      copy 2016 eMarketer Inc

      A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

      Source Shoppertrak Nov 2016

      eMwebinar

      Chart1

      Year-over-Year Change in Foot Traffic
      0
      -0021
      -0025

      Foot traffic

      Foot traffic

      Source Shoppertrak
      Year-over-Year Change in Foot Traffic

      Amazon Prime shoppers

      Step by step instructions on how to edit a Vertical Bar
      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      4) Turn onoff Categories as required

      Amazon Prime shoppers

      Source InfoScout Nov 26 Survey of Prime members
      Prime Members Who Will Shop in Stores on Black Friday

      Mobile Share (CA)

      Step by step instructions on how to edit a Vertical Bar
      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      4) Turn onoff Categories as required

      Mobile Share (CA)

      Source Gallup
      CAT1
      []

      Comscore share (2)

      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      7) Change Number Category from Percentage to Number
      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      8) Press Reset on the maximum bounds number
      9) change Units-Major value to match the Bounds-Maximum value
      Do this by clicking once then a second time this will select a single data label
      5) Delete all data labels leaving only the first and last
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Comscore share (2)

      Cyber Monday
      Black Friday
      Source comScore Percent share of desktop ecommerce
      Pure Play
      Multichannel

      Black Friday spending

      B
      Chart title here (Unit value here)
      A
      CAT1
      CAT2
      CAT3
      CAT4
      CAT5
      CAT6
      CAT7
      CAT8
      CAT9
      CAT10
      [VALUE]

      Area Graph

      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
      2) If needed change the number of categories see Step 3 Otherwise go to step 5
      1) Start data entry at cell I19
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      4) Turn onoff Categories as required
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Area Graph

      Source Gallup
      CAT1
      []

      Dot Plot

      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      7) Change Number Category from Percentage to Number
      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      8) Press Reset on the maximum bounds number
      9) change Units-Major value to match the Bounds-Maximum value
      Do this by clicking once then a second time this will select a single data label
      5) Delete all data labels leaving only the first and last
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Dot Plot

      CAT1
      CAT2
      CAT3
      CAT4
      CAT5
      CAT6
      CAT7
      CAT8
      CAT9
      CAT10
      Chart title here (Unit value here)
      CAT1
      CAT2
      CAT3
      CAT4
      CAT5
      CAT6
      CAT7
      CAT8
      CAT9
      CAT10

      Horizontal Bar

      Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      6) Change Number Category from Percentage to Number
      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      7) Press Reset on the maximum bounds number
      8) change Units-Major value to match the Bounds-Maximum value
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Horizontal Bar

      2015
      2016
      CAT11
      CAT10
      CAT9
      CAT8
      CAT7
      CAT6
      CAT5
      CAT4
      CAT3
      CAT2
      CAT1
      Chart title here (Unit value here)
      2016
      2015

      Comscore share

      2015
      2016
      CAT11
      CAT10
      CAT9
      CAT8
      CAT7
      CAT6
      CAT5
      CAT4
      CAT3
      CAT2
      CAT1
      Chart title here (Unit value here)
      2016
      2015

      Line Graph

      Step by step instructions on how to edit a Dot Plot
      2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
      1) Start data entry at CAT1
      6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
      3) Select chart and click on the top right + (Chart Elements)
      4) Turn on Axes
      6) Turn off Axes
      7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Line Graph

      Chart title here (Unit value here)
      Data Series Label

      Election impact

      Step by step instructions on how to edit a Horizontal Bar
      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      4) Turn onoff Series Categories as required
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Election impact

      Cyber Monday
      Black Friday
      Source comScore Percent share of desktop ecommerce
      Pure Play
      Multichannel

      Slope Graph

      B
      Chart title here (Unit value here)
      A
      CAT1
      CAT2
      CAT3
      CAT4
      CAT5
      CAT6
      CAT7
      CAT8
      CAT9
      CAT10
      [VALUE]

      Consumer Confidence

      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
      2) If needed change the number of categories see Step 3 Otherwise go to step 5
      1) Start data entry at cell I19
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      4) Turn onoff Categories as required
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Consumer Confidence

      Source Channel Advisor
      Mobile Share of Online Orders

      Vertical bar

      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      7) Change Number Category from Percentage to Number
      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      8) Press Reset on the maximum bounds number
      9) change Units-Major value to match the Bounds-Maximum value
      Do this by clicking once then a second time this will select a single data label
      5) Delete all data labels leaving only the first and last
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

      Vertical bar

      Source Hooklogic
      Mobile Share of Online Orders
      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      7) Change Number Category from Percentage to Number
      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      8) Press Reset on the maximum bounds number
      9) change Units-Major value to match the Bounds-Maximum value
      Do this by clicking once then a second time this will select a single data label
      5) Delete all data labels leaving only the first and last
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
      Chart title here (Unit value here)
      CAT1
      CAT2
      CAT3
      CAT4
      CAT5
      CAT6
      CAT7
      CAT8
      CAT9
      CAT10
      CAT1
      CAT2
      CAT3
      CAT4
      CAT5
      CAT6
      CAT7
      CAT8
      CAT9
      CAT10
      Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      6) Change Number Category from Percentage to Number
      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      7) Press Reset on the maximum bounds number
      8) change Units-Major value to match the Bounds-Maximum value
      3) Select chart and click on the top right + (Chart Elements)
      4) Turn on Primary Vertical
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
      Source The Conference Board
      CAT1
      []
      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      7) Change Number Category from Percentage to Number
      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
      4) Turn onoff Series Categories as required
      8) Press Reset on the maximum bounds number
      9) change Units-Major value to match the Bounds-Maximum value
      Do this by clicking once then a second time this will select a single data label
      5) Delete all data labels leaving only the first and last
      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
      Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
      CAT1
      Step by step instructions on how to edit a Vertical Bar
      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
      1) Start data entry at CAT1
      3) Select chart and click on the top right funnel symbol (Chart Filters)
      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
      4) Turn onoff Categories as required

      copy 2016 eMarketer Inc

      hellip But in-store retail sales still fell

      -50net sales on Thanksgiving Day and Black Friday

      Source RetailNext Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Amazon Prime members are increasingly skipping Black Friday crowds

      6559

      0

      100

      2015 2016

      Prime Members Who Will Shop in Stores on Black Friday

      Source InfoScout Nov 26 survey of Prime members

      eMwebinar

      copy 2016 eMarketer Inc

      Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

      44 of consumers

      shopped online

      40 of consumers

      shopped in-store

      Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Thanksgiving Weekend online sales went up sharply

      eMwebinar

      copy 2016 eMarketer Inc

      Only 19 of US smartphone users bought the majority of their purchases spontaneously

      eMwebinar

      copy 2016 eMarketer Inc

      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

      SeptemberndashNovember economic performance

      Election effect

      Thanksgiving and Cyber Week

      Total Retail Ecommerce

      eMwebinar

      copy 2016 eMarketer Inc

      Big Retailers Launch Online Counterattack

      copy 2016 eMarketer Inc

      Backstory Amazon has been laying waste to other retailers in ecommerce

      2227 30 34

      4046

      0

      100

      2011 2012 2013 2014 2015 2016

      Amazonrsquos Share of Retail Ecommerce Sales

      Source Institute for Local Self-Reliance

      eMwebinar

      copy 2016 eMarketer Inc

      Amazon is becoming a leading product search engine for mobile shoppers

      eMwebinar

      copy 2016 eMarketer Inc

      Backstory Amazon has been laying waste to other retailers in ecommerce

      Amazon accounted for at least

      37 of US ecommerce sales from November 24ndash28

      Source Internet Retailer Nov 29 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

      Day and 138 jump on Black Friday Source AdRoll Nov 2016

      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      While digital spending went up total ad spending by big retailers went down

      -9drop in overall retailer ad spending in the four weeks

      ending on November 27Source Kantar Media Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Retailers also seem to be doing a better job with in-store pickup of online purchases

      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

      eMwebinar

      copy 2016 eMarketer Inc

      Net promoter scores for online shoppers of omnichannel retailers went up in November

      39 in October 2016 to 45 in November 2016

      Amazon stayed flat albeit at a higher level

      Source Bain amp Company Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

      39

      32

      25

      61

      68

      75

      0 100Pure Play Multichannel

      Cyber Monday

      Black Friday

      Percent share of desktop ecommerce

      Thanksgiving

      43

      27

      17

      57

      73

      83

      0 100Pure Play Multichannel

      Cyber Monday

      Black Friday

      Percent share of desktop ecommerce

      Thanksgiving

      2015 2016

      Source comScore Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

      eMwebinar

      copy 2016 eMarketer Inc

      Thanksgiving Promotions Starting Earlier and Ending

      Later

      copy 2016 eMarketer Inc

      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

      (pre-Black Friday Sale)

      BLACKFRIDAY(select deals)

      Image Creative commons

      November 2016

      eMwebinar

      copy 2016 eMarketer Inc

      lsquoThanksgiving Eversquo is becoming a bigger event

      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

      eMwebinar

      copy 2016 eMarketer Inc

      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

      The peak online shopping hour on Cyber Monday

      NetElixir 7-8pm Hooklogic 8-9pm

      Bloomreach 630pm

      eMwebinar

      copy 2016 eMarketer Inc

      Mobile Commerce Revolution Continues

      copy 2016 eMarketer Inc

      US retail mcommerce sales are expected to accelerate in 2016

      Mcommerce sales will rise 432 in 2016

      eMwebinar

      copy 2016 eMarketer Inc

      The largest part of mcommerce growth will come from purchases via smartphones

      eMwebinar

      copy 2016 eMarketer Inc

      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

      26

      41

      29

      0

      50

      Thanksgiving Day Black Friday Cyber Monday

      Mcommerce Sales Growth 2015ndash2016

      Source comScore Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Mcommercersquos sales share peaked on Thanksgiving Day

      eMwebinar

      copy 2016 eMarketer Inc

      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

      5350 52 51

      43

      0

      100Mobile Share of Unique

      User Visits

      Source Hooklogic Nov 2016

      5755 59 58

      47

      0

      100Mobile Share of Visits

      Source NetElixir Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      The majority of mobile shopping visits on Cyber Monday came from apps

      Source ComScore Dec 2016

      eMwebinar

      Chart1

      Online Retail Visits on Cyber Monday
      044
      027
      029

      Sheet1

      copy 2016 eMarketer Inc

      Mobile performance was up across the board

      Compared with 2015 this yearrsquos Cyber Weekend saw

      Smartphone conversion rates up 53

      Average order value up 29

      eMwebinar

      copy 2016 eMarketer Inc

      Product Trends

      copy 2016 eMarketer Inc

      Apparel was the leading category of online purchases over Thanksgiving Weekend

      26

      3639

      43

      0

      50

      Books amp Entertainment Electronics Toys Apparel amp accessories

      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

      Source Branding Brand Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Shoes were one of the fastest growing subcategories for online purchases

      53 year-over-year increase in online purchases of shoes

      Source comScore Dec 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Top 10 toy searches on Hooklogic retailer sites

      1 Hatchimals

      2 Nintendo

      3 Shopkins

      4 Lego

      5 Paw Patrol

      6 NES Classic Edition

      7 PokeacutemonPokeacutemon cards

      8 Barbie

      9 Our Generation

      10 Xbox One

      Source Hooklogic

      eMwebinar

      copy 2016 eMarketer Inc

      Expectations for the Rest of the Season

      copy 2016 eMarketer Inc

      Impact of competitive discounting on holiday ecommerce

      SalesTrafficMargins

      eMwebinar

      copy 2016 eMarketer Inc

      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

      9 of shoppers had completed their shopping by the start

      of Cyber Monday down from 11 in 2015

      23 hadnrsquot started shopping by the start of Cyber Monday

      up from 19 in 2015

      Source National Retail Federation and Prosper Analytics Nov 2016

      eMwebinar

      copy 2016 eMarketer Inc

      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

      eMwebinar

      copy 2016 eMarketer Inc

      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

      eMwebinar

      copy 2016 eMarketer Inc

      Recap

      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

      and a 33 gain for total retail sales looks to be on target

      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

      Mobile As expected mcommerce continues to grow rapidly

      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

      eMwebinar

      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

      - Max Levchin Founder

      54

      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

      The unintended consequence is the incredible impact wersquove had on retailersrdquo

      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

      are empowered to buy what works for them - leading to higher conversions

      $1500M ODERN COUCH

      MONTHLY PAYMENTS AS LOW AS

      $51671mo for 3 months

      $26477mo for 6 months

      $13892mo for 12 months

      55

      Affirm builds trust through transparency

      Modern financing delivers results for retailers

      Source Affirm Merchant Case Study March 2016

      57

      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

      are typically in pursuit of big sales and slashed prices however we sold our

      $2000+ bikes for full price ldquo

      2016 Affirm Holiday Shopping Report December 2016

      - Graham Stanton President and co-founder of Peloton

      aff i rmcombusiness

      copy 2016 eMarketer Inc

      Learn more about digital marketing with an eMarketer corporate subscription

      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

      QampA Session

      Made possible by

      You will receive an email tomorrow with a link to view the

      deck and webinar recording

      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

      Yory Wurmser

      Mid-Holiday Season Retail Update amp Post-Thanksgiving

      Recap

      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

      US Mcommerce Update 2016 Behind the Rapid Growth

      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

      Performance Marketing in Retail

      • Slide Number 1
      • Agenda
      • Slide Number 3
      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
      • Short Answer
      • Longer Answer A lot has happened since September
      • 1 Economic performance since September Q3 economic figures were revised upward
      • Preliminary October and November numbers also indicate a strong US economy
      • Consumer confidence rebounded strongly in November
      • 2 Online shopping around the election was depressed
      • As a result of the election ecommerce growth in the first half of November came in low
      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
      • hellip But in-store retail sales still fell
      • Amazon Prime members are increasingly skipping Black Friday crowds
      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
      • Thanksgiving Weekend online sales went up sharply
      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
      • Slide Number 20
      • Backstory Amazon has been laying waste to other retailers in ecommerce
      • Amazon is becoming a leading product search engine for mobile shoppers
      • Backstory Amazon has been laying waste to other retailers in ecommerce
      • Retailers fought back this year with digital advertising and steeper discounts
      • While digital spending went up total ad spending by big retailers went down
      • Retailers also seem to be doing a better job with in-store pickup of online purchases
      • Net promoter scores for online shoppers of omnichannel retailers went up in November
      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
      • Slide Number 30
      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
      • lsquoThanksgiving Eversquo is becoming a bigger event
      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
      • Slide Number 35
      • US retail mcommerce sales are expected to accelerate in 2016
      • The largest part of mcommerce growth will come from purchases via smartphones
      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
      • Mcommercersquos sales share peaked on Thanksgiving Day
      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
      • The majority of mobile shopping visits on Cyber Monday came from apps
      • Mobile performance was up across the board
      • Slide Number 43
      • Apparel was the leading category of online purchases over Thanksgiving Weekend
      • Shoes were one of the fastest growing subcategories for online purchases
      • Top 10 toy searches on Hooklogic retailer sites
      • Slide Number 47
      • Impact of competitive discounting on holiday ecommerce
      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
      • Recap
      • Slide Number 53
      • Slide Number 54
      • Slide Number 55
      • Slide Number 56
      • Slide Number 57
      • Slide Number 58
      • Slide Number 59
        Online Retail Visits on Cyber Monday
        Desktop44
        Mobile Web27
        Mobile App29
        Desktop
        Mobile Web
        Mobile App
        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
        1 Input category names dates and data into CHART DATA section below
        (if your s arent s first change the cell format to numbers)
        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
        3 Make other formatting changes as desired to make chart fit your needs
        4 Use color for emphasis
        CHART DATA
        2011201220132014201520162020
        CAT1222730344046
        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
        CHART DATA
        AugSeptOctNov20192020
        CAT11018104110081071095096
        CAT2810820830840850860
        CAT3710720730740750760
        CAT4610620630640650660
        CAT5510520530540550560
        CAT6410420430440450460
        CAT7310320330340350360
        CAT8210220230240250260
        CAT9110120130140150160
        CAT10102030405060
        INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
        CHART DATA
        20142015
        CAT1900950
        CAT2800850
        CAT3700750
        CAT4600650
        CAT5500550
        CAT6400450
        CAT7300350
        CAT8200250
        CAT9100150
        CAT100050
        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
        CHART DATA
        2Election Day1Cyber SundayCyber Monday20192020
        Mobile Share of Online Orders5348504841950960
        CAT2800810820830840850860
        CAT3700710720730740750760
        CAT4600610620630640650660
        CAT5500510520530540550560
        CAT6400410420430440450460
        CAT7300310320330340350360
        CAT8200210220230240250260
        CAT9100110120130140150160
        CAT1000102030405060
        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
        CHART DATA
        Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
        Mobile Share of Online Orders5348504841950960
        CAT2800810820830840850860
        CAT3700710720730740750760
        CAT4600610620630640650660
        CAT5500510520530540550560
        CAT6400410420430440450460
        CAT7300310320330340350360
        CAT8200210220230240250260
        CAT9100110120130140150160
        CAT1000102030405060
        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
        CHART DATA 1
        CAT1Cyber MondayBlack FridayThanksgiving
        Pure Play393225
        Multichannel616875
        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
        AB
        CAT11010
        CAT21010
        CAT31010
        CAT41010
        CAT51010
        CAT61010
        CAT71010
        CAT81010
        CAT91010
        CAT101010
        INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
        CHART DATA
        Data Series Label
        CAT1066 B
        CAT2150 B
        CAT3173 B
        CAT4209 B
        CAT5233 B
        CAT6238 B
        CAT7327 B
        CAT8343 B
        CAT9349 B
        CAT10665 B
        INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
        Do not editCHART DATA
        DOT SPACING
        COLUMNS20152016
        11CAT11$13335$16115
        10CAT10$8083$10320
        9CAT9$1672$2221
        8CAT8$1167$1464
        7CAT7$1037$1202
        6CAT6$926$1125
        5CAT5$766$896
        4CAT4$284$378
        3CAT3$184$248
        2CAT2$199$255DOT PLOT
        1CAT1$14362$16614
        CHART DATA
        20152016
        CAT11340950
        CAT10800850
        CAT9700750
        CAT8600650
        CAT7500550
        CAT6400450
        CAT5300350
        CAT4200250
        CAT3220440
        CAT2340540
        CAT1220360
        INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
        CHART DATA
        2014201520162017201820192020
        CAT1900910920930940950960
        CAT2800810820830840850860
        CAT3700710720730740750760
        CAT4600610620630640650660
        CAT5500510520530540550560
        CAT6400410420430440450460
        CAT7300310320330340350360
        CAT8200210220230240250260
        CAT9100110120130140150160
        CAT1000102030405060
        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
        CHART DATA
        201320142015201620192020
        CAT1$102$115$116$128095096
        CAT2810820830840850860
        CAT3710720730740750760
        CAT4610620630640650660
        CAT5510520530540550560
        CAT6410420430440450460
        CAT7310320330340350360
        CAT8210220230240250260
        CAT9110120130140150160
        CAT10102030405060
        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
        CHART DATA 1
        CAT1Cyber MondayBlack FridayThanksgiving
        Pure Play432717
        Multichannel577357
        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
        AB
        CAT11010
        CAT21010
        CAT31010
        CAT41010
        CAT51010
        CAT61010
        CAT71010
        CAT81010
        CAT91010
        CAT101010
        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
        CHART DATA
        201320142015201620192020
        CAT1$102$115$116$128095096
        CAT2810820830840850860
        CAT3710720730740750760
        CAT4610620630640650660
        CAT5510520530540550560
        CAT6410420430440450460
        CAT7310320330340350360
        CAT8210220230240250260
        CAT9110120130140150160
        CAT10102030405060
        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
        1 Input category names dates and data into CHART DATA section below
        (if your s arent s first change the cell format to numbers)
        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
        3 Make other formatting changes as desired to make chart fit your needs
        4 Use color for emphasis
        CHART DATA
        201520162020
        Prime Members Who Will Shop in Stores on Black Friday6559
        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
        1 Input category names dates and data into CHART DATA section below
        (if your s arent s first change the cell format to numbers)
        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
        3 Make other formatting changes as desired to make chart fit your needs
        4 Use color for emphasis
        CHART DATA
        Black FridayBlack SaturdayBlack Sunday
        Year-over-Year Change in Foot Traffic00-21-25
        F
        Black Friday
        Black Saturday
        Black Sunday

        copy 2016 eMarketer Inc

        Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season

        Retail ecommerce sales will jump 172 for the season the highest rate since 2011

        Retail sales will rebound slightly from a weak 2015 to rise 33

        eMwebinar

        copy 2016 eMarketer Inc

        Short Answer

        eMwebinar

        copy 2016 eMarketer Inc

        Longer Answer A lot has happened since September

        1 Robust economic performance reported for Q3 and early Q4

        2 The Trump upset in the US presidential election

        3 Thanksgiving Weekend slightly exceeded expectations for online sales

        eMwebinar

        copy 2016 eMarketer Inc

        1 Economic performance since September Q3 economic figures were revised upward

        32GDP growth

        up from 29 estimateSource Department of Commerce Nov 2016

        28increase in household

        purchases up from 21 estimate

        Source Department of Commerce Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Preliminary October and November numbers also indicate a strong US economy

        October

        06 increase in incomes in October

        best since April

        Source Department of Commerce Nov 2016

        14 Increase in spending on nondurable goods

        Source Department of Commerce Nov 2016

        November

        216000additional private sector jobs

        Source ADP Nov 2016

        46Unemployment rate in November

        lowest since August 2007

        Source Department of Labor Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Consumer confidence rebounded strongly in November

        1071 was the highest consumer confidence level since July 2007

        1018

        1071

        90

        110

        Aug Sept Oct Nov

        Source The Conference Board Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        2 Online shopping around the election was depressed

        1116 16

        12

        41 -5 -16 -23

        24

        -30

        0

        30 Product Page Views on the Hooklogic Network

        Source Hooklogic Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        As a result of the election ecommerce growth in the first half of November came in low

        135increase in online sales

        between November 1 and November 14Source Adobe Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        3 Thanksgiving Weekend saw healthy gains in spending per shopper

        $102

        $128

        50

        100

        150

        2013 2014 2015 2016

        Source Gallup Tracking Poll Nov 26-28 2016

        eMwebinar

        copy 2016 eMarketer Inc

        A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

        Source Shoppertrak Nov 2016

        eMwebinar

        Chart1

        Year-over-Year Change in Foot Traffic
        0
        -0021
        -0025

        Foot traffic

        Foot traffic

        Source Shoppertrak
        Year-over-Year Change in Foot Traffic

        Amazon Prime shoppers

        Step by step instructions on how to edit a Vertical Bar
        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        4) Turn onoff Categories as required

        Amazon Prime shoppers

        Source InfoScout Nov 26 Survey of Prime members
        Prime Members Who Will Shop in Stores on Black Friday

        Mobile Share (CA)

        Step by step instructions on how to edit a Vertical Bar
        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        4) Turn onoff Categories as required

        Mobile Share (CA)

        Source Gallup
        CAT1
        []

        Comscore share (2)

        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        7) Change Number Category from Percentage to Number
        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        8) Press Reset on the maximum bounds number
        9) change Units-Major value to match the Bounds-Maximum value
        Do this by clicking once then a second time this will select a single data label
        5) Delete all data labels leaving only the first and last
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Comscore share (2)

        Cyber Monday
        Black Friday
        Source comScore Percent share of desktop ecommerce
        Pure Play
        Multichannel

        Black Friday spending

        B
        Chart title here (Unit value here)
        A
        CAT1
        CAT2
        CAT3
        CAT4
        CAT5
        CAT6
        CAT7
        CAT8
        CAT9
        CAT10
        [VALUE]

        Area Graph

        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
        2) If needed change the number of categories see Step 3 Otherwise go to step 5
        1) Start data entry at cell I19
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        4) Turn onoff Categories as required
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Area Graph

        Source Gallup
        CAT1
        []

        Dot Plot

        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        7) Change Number Category from Percentage to Number
        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        8) Press Reset on the maximum bounds number
        9) change Units-Major value to match the Bounds-Maximum value
        Do this by clicking once then a second time this will select a single data label
        5) Delete all data labels leaving only the first and last
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Dot Plot

        CAT1
        CAT2
        CAT3
        CAT4
        CAT5
        CAT6
        CAT7
        CAT8
        CAT9
        CAT10
        Chart title here (Unit value here)
        CAT1
        CAT2
        CAT3
        CAT4
        CAT5
        CAT6
        CAT7
        CAT8
        CAT9
        CAT10

        Horizontal Bar

        Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        6) Change Number Category from Percentage to Number
        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        7) Press Reset on the maximum bounds number
        8) change Units-Major value to match the Bounds-Maximum value
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Horizontal Bar

        2015
        2016
        CAT11
        CAT10
        CAT9
        CAT8
        CAT7
        CAT6
        CAT5
        CAT4
        CAT3
        CAT2
        CAT1
        Chart title here (Unit value here)
        2016
        2015

        Comscore share

        2015
        2016
        CAT11
        CAT10
        CAT9
        CAT8
        CAT7
        CAT6
        CAT5
        CAT4
        CAT3
        CAT2
        CAT1
        Chart title here (Unit value here)
        2016
        2015

        Line Graph

        Step by step instructions on how to edit a Dot Plot
        2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
        1) Start data entry at CAT1
        6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
        3) Select chart and click on the top right + (Chart Elements)
        4) Turn on Axes
        6) Turn off Axes
        7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Line Graph

        Chart title here (Unit value here)
        Data Series Label

        Election impact

        Step by step instructions on how to edit a Horizontal Bar
        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        4) Turn onoff Series Categories as required
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Election impact

        Cyber Monday
        Black Friday
        Source comScore Percent share of desktop ecommerce
        Pure Play
        Multichannel

        Slope Graph

        B
        Chart title here (Unit value here)
        A
        CAT1
        CAT2
        CAT3
        CAT4
        CAT5
        CAT6
        CAT7
        CAT8
        CAT9
        CAT10
        [VALUE]

        Consumer Confidence

        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
        2) If needed change the number of categories see Step 3 Otherwise go to step 5
        1) Start data entry at cell I19
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        4) Turn onoff Categories as required
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Consumer Confidence

        Source Channel Advisor
        Mobile Share of Online Orders

        Vertical bar

        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        7) Change Number Category from Percentage to Number
        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        8) Press Reset on the maximum bounds number
        9) change Units-Major value to match the Bounds-Maximum value
        Do this by clicking once then a second time this will select a single data label
        5) Delete all data labels leaving only the first and last
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

        Vertical bar

        Source Hooklogic
        Mobile Share of Online Orders
        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        7) Change Number Category from Percentage to Number
        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        8) Press Reset on the maximum bounds number
        9) change Units-Major value to match the Bounds-Maximum value
        Do this by clicking once then a second time this will select a single data label
        5) Delete all data labels leaving only the first and last
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
        Chart title here (Unit value here)
        CAT1
        CAT2
        CAT3
        CAT4
        CAT5
        CAT6
        CAT7
        CAT8
        CAT9
        CAT10
        CAT1
        CAT2
        CAT3
        CAT4
        CAT5
        CAT6
        CAT7
        CAT8
        CAT9
        CAT10
        Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        6) Change Number Category from Percentage to Number
        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        7) Press Reset on the maximum bounds number
        8) change Units-Major value to match the Bounds-Maximum value
        3) Select chart and click on the top right + (Chart Elements)
        4) Turn on Primary Vertical
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
        Source The Conference Board
        CAT1
        []
        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        7) Change Number Category from Percentage to Number
        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
        4) Turn onoff Series Categories as required
        8) Press Reset on the maximum bounds number
        9) change Units-Major value to match the Bounds-Maximum value
        Do this by clicking once then a second time this will select a single data label
        5) Delete all data labels leaving only the first and last
        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
        Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
        CAT1
        Step by step instructions on how to edit a Vertical Bar
        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
        1) Start data entry at CAT1
        3) Select chart and click on the top right funnel symbol (Chart Filters)
        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
        4) Turn onoff Categories as required

        copy 2016 eMarketer Inc

        hellip But in-store retail sales still fell

        -50net sales on Thanksgiving Day and Black Friday

        Source RetailNext Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Amazon Prime members are increasingly skipping Black Friday crowds

        6559

        0

        100

        2015 2016

        Prime Members Who Will Shop in Stores on Black Friday

        Source InfoScout Nov 26 survey of Prime members

        eMwebinar

        copy 2016 eMarketer Inc

        Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

        44 of consumers

        shopped online

        40 of consumers

        shopped in-store

        Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Thanksgiving Weekend online sales went up sharply

        eMwebinar

        copy 2016 eMarketer Inc

        Only 19 of US smartphone users bought the majority of their purchases spontaneously

        eMwebinar

        copy 2016 eMarketer Inc

        Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

        SeptemberndashNovember economic performance

        Election effect

        Thanksgiving and Cyber Week

        Total Retail Ecommerce

        eMwebinar

        copy 2016 eMarketer Inc

        Big Retailers Launch Online Counterattack

        copy 2016 eMarketer Inc

        Backstory Amazon has been laying waste to other retailers in ecommerce

        2227 30 34

        4046

        0

        100

        2011 2012 2013 2014 2015 2016

        Amazonrsquos Share of Retail Ecommerce Sales

        Source Institute for Local Self-Reliance

        eMwebinar

        copy 2016 eMarketer Inc

        Amazon is becoming a leading product search engine for mobile shoppers

        eMwebinar

        copy 2016 eMarketer Inc

        Backstory Amazon has been laying waste to other retailers in ecommerce

        Amazon accounted for at least

        37 of US ecommerce sales from November 24ndash28

        Source Internet Retailer Nov 29 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

        Day and 138 jump on Black Friday Source AdRoll Nov 2016

        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        While digital spending went up total ad spending by big retailers went down

        -9drop in overall retailer ad spending in the four weeks

        ending on November 27Source Kantar Media Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Retailers also seem to be doing a better job with in-store pickup of online purchases

        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

        eMwebinar

        copy 2016 eMarketer Inc

        Net promoter scores for online shoppers of omnichannel retailers went up in November

        39 in October 2016 to 45 in November 2016

        Amazon stayed flat albeit at a higher level

        Source Bain amp Company Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

        39

        32

        25

        61

        68

        75

        0 100Pure Play Multichannel

        Cyber Monday

        Black Friday

        Percent share of desktop ecommerce

        Thanksgiving

        43

        27

        17

        57

        73

        83

        0 100Pure Play Multichannel

        Cyber Monday

        Black Friday

        Percent share of desktop ecommerce

        Thanksgiving

        2015 2016

        Source comScore Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

        eMwebinar

        copy 2016 eMarketer Inc

        Thanksgiving Promotions Starting Earlier and Ending

        Later

        copy 2016 eMarketer Inc

        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

        (pre-Black Friday Sale)

        BLACKFRIDAY(select deals)

        Image Creative commons

        November 2016

        eMwebinar

        copy 2016 eMarketer Inc

        lsquoThanksgiving Eversquo is becoming a bigger event

        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

        eMwebinar

        copy 2016 eMarketer Inc

        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

        The peak online shopping hour on Cyber Monday

        NetElixir 7-8pm Hooklogic 8-9pm

        Bloomreach 630pm

        eMwebinar

        copy 2016 eMarketer Inc

        Mobile Commerce Revolution Continues

        copy 2016 eMarketer Inc

        US retail mcommerce sales are expected to accelerate in 2016

        Mcommerce sales will rise 432 in 2016

        eMwebinar

        copy 2016 eMarketer Inc

        The largest part of mcommerce growth will come from purchases via smartphones

        eMwebinar

        copy 2016 eMarketer Inc

        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

        26

        41

        29

        0

        50

        Thanksgiving Day Black Friday Cyber Monday

        Mcommerce Sales Growth 2015ndash2016

        Source comScore Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Mcommercersquos sales share peaked on Thanksgiving Day

        eMwebinar

        copy 2016 eMarketer Inc

        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

        5350 52 51

        43

        0

        100Mobile Share of Unique

        User Visits

        Source Hooklogic Nov 2016

        5755 59 58

        47

        0

        100Mobile Share of Visits

        Source NetElixir Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        The majority of mobile shopping visits on Cyber Monday came from apps

        Source ComScore Dec 2016

        eMwebinar

        Chart1

        Online Retail Visits on Cyber Monday
        044
        027
        029

        Sheet1

        copy 2016 eMarketer Inc

        Mobile performance was up across the board

        Compared with 2015 this yearrsquos Cyber Weekend saw

        Smartphone conversion rates up 53

        Average order value up 29

        eMwebinar

        copy 2016 eMarketer Inc

        Product Trends

        copy 2016 eMarketer Inc

        Apparel was the leading category of online purchases over Thanksgiving Weekend

        26

        3639

        43

        0

        50

        Books amp Entertainment Electronics Toys Apparel amp accessories

        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

        Source Branding Brand Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Shoes were one of the fastest growing subcategories for online purchases

        53 year-over-year increase in online purchases of shoes

        Source comScore Dec 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Top 10 toy searches on Hooklogic retailer sites

        1 Hatchimals

        2 Nintendo

        3 Shopkins

        4 Lego

        5 Paw Patrol

        6 NES Classic Edition

        7 PokeacutemonPokeacutemon cards

        8 Barbie

        9 Our Generation

        10 Xbox One

        Source Hooklogic

        eMwebinar

        copy 2016 eMarketer Inc

        Expectations for the Rest of the Season

        copy 2016 eMarketer Inc

        Impact of competitive discounting on holiday ecommerce

        SalesTrafficMargins

        eMwebinar

        copy 2016 eMarketer Inc

        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

        9 of shoppers had completed their shopping by the start

        of Cyber Monday down from 11 in 2015

        23 hadnrsquot started shopping by the start of Cyber Monday

        up from 19 in 2015

        Source National Retail Federation and Prosper Analytics Nov 2016

        eMwebinar

        copy 2016 eMarketer Inc

        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

        eMwebinar

        copy 2016 eMarketer Inc

        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

        eMwebinar

        copy 2016 eMarketer Inc

        Recap

        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

        and a 33 gain for total retail sales looks to be on target

        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

        Mobile As expected mcommerce continues to grow rapidly

        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

        eMwebinar

        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

        - Max Levchin Founder

        54

        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

        The unintended consequence is the incredible impact wersquove had on retailersrdquo

        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

        are empowered to buy what works for them - leading to higher conversions

        $1500M ODERN COUCH

        MONTHLY PAYMENTS AS LOW AS

        $51671mo for 3 months

        $26477mo for 6 months

        $13892mo for 12 months

        55

        Affirm builds trust through transparency

        Modern financing delivers results for retailers

        Source Affirm Merchant Case Study March 2016

        57

        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

        are typically in pursuit of big sales and slashed prices however we sold our

        $2000+ bikes for full price ldquo

        2016 Affirm Holiday Shopping Report December 2016

        - Graham Stanton President and co-founder of Peloton

        aff i rmcombusiness

        copy 2016 eMarketer Inc

        Learn more about digital marketing with an eMarketer corporate subscription

        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

        QampA Session

        Made possible by

        You will receive an email tomorrow with a link to view the

        deck and webinar recording

        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

        Yory Wurmser

        Mid-Holiday Season Retail Update amp Post-Thanksgiving

        Recap

        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

        US Mcommerce Update 2016 Behind the Rapid Growth

        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

        Performance Marketing in Retail

        • Slide Number 1
        • Agenda
        • Slide Number 3
        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
        • Short Answer
        • Longer Answer A lot has happened since September
        • 1 Economic performance since September Q3 economic figures were revised upward
        • Preliminary October and November numbers also indicate a strong US economy
        • Consumer confidence rebounded strongly in November
        • 2 Online shopping around the election was depressed
        • As a result of the election ecommerce growth in the first half of November came in low
        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
        • hellip But in-store retail sales still fell
        • Amazon Prime members are increasingly skipping Black Friday crowds
        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
        • Thanksgiving Weekend online sales went up sharply
        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
        • Slide Number 20
        • Backstory Amazon has been laying waste to other retailers in ecommerce
        • Amazon is becoming a leading product search engine for mobile shoppers
        • Backstory Amazon has been laying waste to other retailers in ecommerce
        • Retailers fought back this year with digital advertising and steeper discounts
        • While digital spending went up total ad spending by big retailers went down
        • Retailers also seem to be doing a better job with in-store pickup of online purchases
        • Net promoter scores for online shoppers of omnichannel retailers went up in November
        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
        • Slide Number 30
        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
        • lsquoThanksgiving Eversquo is becoming a bigger event
        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
        • Slide Number 35
        • US retail mcommerce sales are expected to accelerate in 2016
        • The largest part of mcommerce growth will come from purchases via smartphones
        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
        • Mcommercersquos sales share peaked on Thanksgiving Day
        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
        • The majority of mobile shopping visits on Cyber Monday came from apps
        • Mobile performance was up across the board
        • Slide Number 43
        • Apparel was the leading category of online purchases over Thanksgiving Weekend
        • Shoes were one of the fastest growing subcategories for online purchases
        • Top 10 toy searches on Hooklogic retailer sites
        • Slide Number 47
        • Impact of competitive discounting on holiday ecommerce
        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
        • Recap
        • Slide Number 53
        • Slide Number 54
        • Slide Number 55
        • Slide Number 56
        • Slide Number 57
        • Slide Number 58
        • Slide Number 59
          Online Retail Visits on Cyber Monday
          Desktop44
          Mobile Web27
          Mobile App29
          Desktop
          Mobile Web
          Mobile App
          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
          1 Input category names dates and data into CHART DATA section below
          (if your s arent s first change the cell format to numbers)
          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
          3 Make other formatting changes as desired to make chart fit your needs
          4 Use color for emphasis
          CHART DATA
          2011201220132014201520162020
          CAT1222730344046
          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
          CHART DATA
          AugSeptOctNov20192020
          CAT11018104110081071095096
          CAT2810820830840850860
          CAT3710720730740750760
          CAT4610620630640650660
          CAT5510520530540550560
          CAT6410420430440450460
          CAT7310320330340350360
          CAT8210220230240250260
          CAT9110120130140150160
          CAT10102030405060
          INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
          CHART DATA
          20142015
          CAT1900950
          CAT2800850
          CAT3700750
          CAT4600650
          CAT5500550
          CAT6400450
          CAT7300350
          CAT8200250
          CAT9100150
          CAT100050
          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
          CHART DATA
          2Election Day1Cyber SundayCyber Monday20192020
          Mobile Share of Online Orders5348504841950960
          CAT2800810820830840850860
          CAT3700710720730740750760
          CAT4600610620630640650660
          CAT5500510520530540550560
          CAT6400410420430440450460
          CAT7300310320330340350360
          CAT8200210220230240250260
          CAT9100110120130140150160
          CAT1000102030405060
          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
          CHART DATA
          Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
          Mobile Share of Online Orders5348504841950960
          CAT2800810820830840850860
          CAT3700710720730740750760
          CAT4600610620630640650660
          CAT5500510520530540550560
          CAT6400410420430440450460
          CAT7300310320330340350360
          CAT8200210220230240250260
          CAT9100110120130140150160
          CAT1000102030405060
          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
          CHART DATA 1
          CAT1Cyber MondayBlack FridayThanksgiving
          Pure Play393225
          Multichannel616875
          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
          AB
          CAT11010
          CAT21010
          CAT31010
          CAT41010
          CAT51010
          CAT61010
          CAT71010
          CAT81010
          CAT91010
          CAT101010
          INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
          CHART DATA
          Data Series Label
          CAT1066 B
          CAT2150 B
          CAT3173 B
          CAT4209 B
          CAT5233 B
          CAT6238 B
          CAT7327 B
          CAT8343 B
          CAT9349 B
          CAT10665 B
          INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
          Do not editCHART DATA
          DOT SPACING
          COLUMNS20152016
          11CAT11$13335$16115
          10CAT10$8083$10320
          9CAT9$1672$2221
          8CAT8$1167$1464
          7CAT7$1037$1202
          6CAT6$926$1125
          5CAT5$766$896
          4CAT4$284$378
          3CAT3$184$248
          2CAT2$199$255DOT PLOT
          1CAT1$14362$16614
          CHART DATA
          20152016
          CAT11340950
          CAT10800850
          CAT9700750
          CAT8600650
          CAT7500550
          CAT6400450
          CAT5300350
          CAT4200250
          CAT3220440
          CAT2340540
          CAT1220360
          INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
          CHART DATA
          2014201520162017201820192020
          CAT1900910920930940950960
          CAT2800810820830840850860
          CAT3700710720730740750760
          CAT4600610620630640650660
          CAT5500510520530540550560
          CAT6400410420430440450460
          CAT7300310320330340350360
          CAT8200210220230240250260
          CAT9100110120130140150160
          CAT1000102030405060
          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
          CHART DATA
          201320142015201620192020
          CAT1$102$115$116$128095096
          CAT2810820830840850860
          CAT3710720730740750760
          CAT4610620630640650660
          CAT5510520530540550560
          CAT6410420430440450460
          CAT7310320330340350360
          CAT8210220230240250260
          CAT9110120130140150160
          CAT10102030405060
          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
          CHART DATA 1
          CAT1Cyber MondayBlack FridayThanksgiving
          Pure Play432717
          Multichannel577357
          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
          AB
          CAT11010
          CAT21010
          CAT31010
          CAT41010
          CAT51010
          CAT61010
          CAT71010
          CAT81010
          CAT91010
          CAT101010
          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
          CHART DATA
          201320142015201620192020
          CAT1$102$115$116$128095096
          CAT2810820830840850860
          CAT3710720730740750760
          CAT4610620630640650660
          CAT5510520530540550560
          CAT6410420430440450460
          CAT7310320330340350360
          CAT8210220230240250260
          CAT9110120130140150160
          CAT10102030405060
          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
          1 Input category names dates and data into CHART DATA section below
          (if your s arent s first change the cell format to numbers)
          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
          3 Make other formatting changes as desired to make chart fit your needs
          4 Use color for emphasis
          CHART DATA
          201520162020
          Prime Members Who Will Shop in Stores on Black Friday6559
          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
          1 Input category names dates and data into CHART DATA section below
          (if your s arent s first change the cell format to numbers)
          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
          3 Make other formatting changes as desired to make chart fit your needs
          4 Use color for emphasis
          CHART DATA
          Black FridayBlack SaturdayBlack Sunday
          Year-over-Year Change in Foot Traffic00-21-25
          F
          Black Friday
          Black Saturday
          Black Sunday

          copy 2016 eMarketer Inc

          Short Answer

          eMwebinar

          copy 2016 eMarketer Inc

          Longer Answer A lot has happened since September

          1 Robust economic performance reported for Q3 and early Q4

          2 The Trump upset in the US presidential election

          3 Thanksgiving Weekend slightly exceeded expectations for online sales

          eMwebinar

          copy 2016 eMarketer Inc

          1 Economic performance since September Q3 economic figures were revised upward

          32GDP growth

          up from 29 estimateSource Department of Commerce Nov 2016

          28increase in household

          purchases up from 21 estimate

          Source Department of Commerce Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Preliminary October and November numbers also indicate a strong US economy

          October

          06 increase in incomes in October

          best since April

          Source Department of Commerce Nov 2016

          14 Increase in spending on nondurable goods

          Source Department of Commerce Nov 2016

          November

          216000additional private sector jobs

          Source ADP Nov 2016

          46Unemployment rate in November

          lowest since August 2007

          Source Department of Labor Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Consumer confidence rebounded strongly in November

          1071 was the highest consumer confidence level since July 2007

          1018

          1071

          90

          110

          Aug Sept Oct Nov

          Source The Conference Board Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          2 Online shopping around the election was depressed

          1116 16

          12

          41 -5 -16 -23

          24

          -30

          0

          30 Product Page Views on the Hooklogic Network

          Source Hooklogic Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          As a result of the election ecommerce growth in the first half of November came in low

          135increase in online sales

          between November 1 and November 14Source Adobe Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          3 Thanksgiving Weekend saw healthy gains in spending per shopper

          $102

          $128

          50

          100

          150

          2013 2014 2015 2016

          Source Gallup Tracking Poll Nov 26-28 2016

          eMwebinar

          copy 2016 eMarketer Inc

          A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

          Source Shoppertrak Nov 2016

          eMwebinar

          Chart1

          Year-over-Year Change in Foot Traffic
          0
          -0021
          -0025

          Foot traffic

          Foot traffic

          Source Shoppertrak
          Year-over-Year Change in Foot Traffic

          Amazon Prime shoppers

          Step by step instructions on how to edit a Vertical Bar
          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          4) Turn onoff Categories as required

          Amazon Prime shoppers

          Source InfoScout Nov 26 Survey of Prime members
          Prime Members Who Will Shop in Stores on Black Friday

          Mobile Share (CA)

          Step by step instructions on how to edit a Vertical Bar
          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          4) Turn onoff Categories as required

          Mobile Share (CA)

          Source Gallup
          CAT1
          []

          Comscore share (2)

          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          7) Change Number Category from Percentage to Number
          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          8) Press Reset on the maximum bounds number
          9) change Units-Major value to match the Bounds-Maximum value
          Do this by clicking once then a second time this will select a single data label
          5) Delete all data labels leaving only the first and last
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Comscore share (2)

          Cyber Monday
          Black Friday
          Source comScore Percent share of desktop ecommerce
          Pure Play
          Multichannel

          Black Friday spending

          B
          Chart title here (Unit value here)
          A
          CAT1
          CAT2
          CAT3
          CAT4
          CAT5
          CAT6
          CAT7
          CAT8
          CAT9
          CAT10
          [VALUE]

          Area Graph

          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
          2) If needed change the number of categories see Step 3 Otherwise go to step 5
          1) Start data entry at cell I19
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          4) Turn onoff Categories as required
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Area Graph

          Source Gallup
          CAT1
          []

          Dot Plot

          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          7) Change Number Category from Percentage to Number
          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          8) Press Reset on the maximum bounds number
          9) change Units-Major value to match the Bounds-Maximum value
          Do this by clicking once then a second time this will select a single data label
          5) Delete all data labels leaving only the first and last
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Dot Plot

          CAT1
          CAT2
          CAT3
          CAT4
          CAT5
          CAT6
          CAT7
          CAT8
          CAT9
          CAT10
          Chart title here (Unit value here)
          CAT1
          CAT2
          CAT3
          CAT4
          CAT5
          CAT6
          CAT7
          CAT8
          CAT9
          CAT10

          Horizontal Bar

          Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          6) Change Number Category from Percentage to Number
          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          7) Press Reset on the maximum bounds number
          8) change Units-Major value to match the Bounds-Maximum value
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Horizontal Bar

          2015
          2016
          CAT11
          CAT10
          CAT9
          CAT8
          CAT7
          CAT6
          CAT5
          CAT4
          CAT3
          CAT2
          CAT1
          Chart title here (Unit value here)
          2016
          2015

          Comscore share

          2015
          2016
          CAT11
          CAT10
          CAT9
          CAT8
          CAT7
          CAT6
          CAT5
          CAT4
          CAT3
          CAT2
          CAT1
          Chart title here (Unit value here)
          2016
          2015

          Line Graph

          Step by step instructions on how to edit a Dot Plot
          2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
          1) Start data entry at CAT1
          6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
          3) Select chart and click on the top right + (Chart Elements)
          4) Turn on Axes
          6) Turn off Axes
          7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Line Graph

          Chart title here (Unit value here)
          Data Series Label

          Election impact

          Step by step instructions on how to edit a Horizontal Bar
          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          4) Turn onoff Series Categories as required
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Election impact

          Cyber Monday
          Black Friday
          Source comScore Percent share of desktop ecommerce
          Pure Play
          Multichannel

          Slope Graph

          B
          Chart title here (Unit value here)
          A
          CAT1
          CAT2
          CAT3
          CAT4
          CAT5
          CAT6
          CAT7
          CAT8
          CAT9
          CAT10
          [VALUE]

          Consumer Confidence

          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
          2) If needed change the number of categories see Step 3 Otherwise go to step 5
          1) Start data entry at cell I19
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          4) Turn onoff Categories as required
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Consumer Confidence

          Source Channel Advisor
          Mobile Share of Online Orders

          Vertical bar

          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          7) Change Number Category from Percentage to Number
          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          8) Press Reset on the maximum bounds number
          9) change Units-Major value to match the Bounds-Maximum value
          Do this by clicking once then a second time this will select a single data label
          5) Delete all data labels leaving only the first and last
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

          Vertical bar

          Source Hooklogic
          Mobile Share of Online Orders
          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          7) Change Number Category from Percentage to Number
          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          8) Press Reset on the maximum bounds number
          9) change Units-Major value to match the Bounds-Maximum value
          Do this by clicking once then a second time this will select a single data label
          5) Delete all data labels leaving only the first and last
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
          Chart title here (Unit value here)
          CAT1
          CAT2
          CAT3
          CAT4
          CAT5
          CAT6
          CAT7
          CAT8
          CAT9
          CAT10
          CAT1
          CAT2
          CAT3
          CAT4
          CAT5
          CAT6
          CAT7
          CAT8
          CAT9
          CAT10
          Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          6) Change Number Category from Percentage to Number
          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          7) Press Reset on the maximum bounds number
          8) change Units-Major value to match the Bounds-Maximum value
          3) Select chart and click on the top right + (Chart Elements)
          4) Turn on Primary Vertical
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
          Source The Conference Board
          CAT1
          []
          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          7) Change Number Category from Percentage to Number
          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
          4) Turn onoff Series Categories as required
          8) Press Reset on the maximum bounds number
          9) change Units-Major value to match the Bounds-Maximum value
          Do this by clicking once then a second time this will select a single data label
          5) Delete all data labels leaving only the first and last
          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
          Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
          CAT1
          Step by step instructions on how to edit a Vertical Bar
          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
          1) Start data entry at CAT1
          3) Select chart and click on the top right funnel symbol (Chart Filters)
          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
          4) Turn onoff Categories as required

          copy 2016 eMarketer Inc

          hellip But in-store retail sales still fell

          -50net sales on Thanksgiving Day and Black Friday

          Source RetailNext Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Amazon Prime members are increasingly skipping Black Friday crowds

          6559

          0

          100

          2015 2016

          Prime Members Who Will Shop in Stores on Black Friday

          Source InfoScout Nov 26 survey of Prime members

          eMwebinar

          copy 2016 eMarketer Inc

          Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

          44 of consumers

          shopped online

          40 of consumers

          shopped in-store

          Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Thanksgiving Weekend online sales went up sharply

          eMwebinar

          copy 2016 eMarketer Inc

          Only 19 of US smartphone users bought the majority of their purchases spontaneously

          eMwebinar

          copy 2016 eMarketer Inc

          Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

          SeptemberndashNovember economic performance

          Election effect

          Thanksgiving and Cyber Week

          Total Retail Ecommerce

          eMwebinar

          copy 2016 eMarketer Inc

          Big Retailers Launch Online Counterattack

          copy 2016 eMarketer Inc

          Backstory Amazon has been laying waste to other retailers in ecommerce

          2227 30 34

          4046

          0

          100

          2011 2012 2013 2014 2015 2016

          Amazonrsquos Share of Retail Ecommerce Sales

          Source Institute for Local Self-Reliance

          eMwebinar

          copy 2016 eMarketer Inc

          Amazon is becoming a leading product search engine for mobile shoppers

          eMwebinar

          copy 2016 eMarketer Inc

          Backstory Amazon has been laying waste to other retailers in ecommerce

          Amazon accounted for at least

          37 of US ecommerce sales from November 24ndash28

          Source Internet Retailer Nov 29 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

          Day and 138 jump on Black Friday Source AdRoll Nov 2016

          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          While digital spending went up total ad spending by big retailers went down

          -9drop in overall retailer ad spending in the four weeks

          ending on November 27Source Kantar Media Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Retailers also seem to be doing a better job with in-store pickup of online purchases

          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

          eMwebinar

          copy 2016 eMarketer Inc

          Net promoter scores for online shoppers of omnichannel retailers went up in November

          39 in October 2016 to 45 in November 2016

          Amazon stayed flat albeit at a higher level

          Source Bain amp Company Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

          39

          32

          25

          61

          68

          75

          0 100Pure Play Multichannel

          Cyber Monday

          Black Friday

          Percent share of desktop ecommerce

          Thanksgiving

          43

          27

          17

          57

          73

          83

          0 100Pure Play Multichannel

          Cyber Monday

          Black Friday

          Percent share of desktop ecommerce

          Thanksgiving

          2015 2016

          Source comScore Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

          eMwebinar

          copy 2016 eMarketer Inc

          Thanksgiving Promotions Starting Earlier and Ending

          Later

          copy 2016 eMarketer Inc

          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

          (pre-Black Friday Sale)

          BLACKFRIDAY(select deals)

          Image Creative commons

          November 2016

          eMwebinar

          copy 2016 eMarketer Inc

          lsquoThanksgiving Eversquo is becoming a bigger event

          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

          eMwebinar

          copy 2016 eMarketer Inc

          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

          The peak online shopping hour on Cyber Monday

          NetElixir 7-8pm Hooklogic 8-9pm

          Bloomreach 630pm

          eMwebinar

          copy 2016 eMarketer Inc

          Mobile Commerce Revolution Continues

          copy 2016 eMarketer Inc

          US retail mcommerce sales are expected to accelerate in 2016

          Mcommerce sales will rise 432 in 2016

          eMwebinar

          copy 2016 eMarketer Inc

          The largest part of mcommerce growth will come from purchases via smartphones

          eMwebinar

          copy 2016 eMarketer Inc

          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

          26

          41

          29

          0

          50

          Thanksgiving Day Black Friday Cyber Monday

          Mcommerce Sales Growth 2015ndash2016

          Source comScore Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Mcommercersquos sales share peaked on Thanksgiving Day

          eMwebinar

          copy 2016 eMarketer Inc

          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

          5350 52 51

          43

          0

          100Mobile Share of Unique

          User Visits

          Source Hooklogic Nov 2016

          5755 59 58

          47

          0

          100Mobile Share of Visits

          Source NetElixir Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          The majority of mobile shopping visits on Cyber Monday came from apps

          Source ComScore Dec 2016

          eMwebinar

          Chart1

          Online Retail Visits on Cyber Monday
          044
          027
          029

          Sheet1

          copy 2016 eMarketer Inc

          Mobile performance was up across the board

          Compared with 2015 this yearrsquos Cyber Weekend saw

          Smartphone conversion rates up 53

          Average order value up 29

          eMwebinar

          copy 2016 eMarketer Inc

          Product Trends

          copy 2016 eMarketer Inc

          Apparel was the leading category of online purchases over Thanksgiving Weekend

          26

          3639

          43

          0

          50

          Books amp Entertainment Electronics Toys Apparel amp accessories

          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

          Source Branding Brand Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Shoes were one of the fastest growing subcategories for online purchases

          53 year-over-year increase in online purchases of shoes

          Source comScore Dec 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Top 10 toy searches on Hooklogic retailer sites

          1 Hatchimals

          2 Nintendo

          3 Shopkins

          4 Lego

          5 Paw Patrol

          6 NES Classic Edition

          7 PokeacutemonPokeacutemon cards

          8 Barbie

          9 Our Generation

          10 Xbox One

          Source Hooklogic

          eMwebinar

          copy 2016 eMarketer Inc

          Expectations for the Rest of the Season

          copy 2016 eMarketer Inc

          Impact of competitive discounting on holiday ecommerce

          SalesTrafficMargins

          eMwebinar

          copy 2016 eMarketer Inc

          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

          9 of shoppers had completed their shopping by the start

          of Cyber Monday down from 11 in 2015

          23 hadnrsquot started shopping by the start of Cyber Monday

          up from 19 in 2015

          Source National Retail Federation and Prosper Analytics Nov 2016

          eMwebinar

          copy 2016 eMarketer Inc

          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

          eMwebinar

          copy 2016 eMarketer Inc

          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

          eMwebinar

          copy 2016 eMarketer Inc

          Recap

          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

          and a 33 gain for total retail sales looks to be on target

          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

          Mobile As expected mcommerce continues to grow rapidly

          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

          eMwebinar

          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

          - Max Levchin Founder

          54

          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

          The unintended consequence is the incredible impact wersquove had on retailersrdquo

          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

          are empowered to buy what works for them - leading to higher conversions

          $1500M ODERN COUCH

          MONTHLY PAYMENTS AS LOW AS

          $51671mo for 3 months

          $26477mo for 6 months

          $13892mo for 12 months

          55

          Affirm builds trust through transparency

          Modern financing delivers results for retailers

          Source Affirm Merchant Case Study March 2016

          57

          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

          are typically in pursuit of big sales and slashed prices however we sold our

          $2000+ bikes for full price ldquo

          2016 Affirm Holiday Shopping Report December 2016

          - Graham Stanton President and co-founder of Peloton

          aff i rmcombusiness

          copy 2016 eMarketer Inc

          Learn more about digital marketing with an eMarketer corporate subscription

          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

          QampA Session

          Made possible by

          You will receive an email tomorrow with a link to view the

          deck and webinar recording

          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

          Yory Wurmser

          Mid-Holiday Season Retail Update amp Post-Thanksgiving

          Recap

          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

          US Mcommerce Update 2016 Behind the Rapid Growth

          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

          Performance Marketing in Retail

          • Slide Number 1
          • Agenda
          • Slide Number 3
          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
          • Short Answer
          • Longer Answer A lot has happened since September
          • 1 Economic performance since September Q3 economic figures were revised upward
          • Preliminary October and November numbers also indicate a strong US economy
          • Consumer confidence rebounded strongly in November
          • 2 Online shopping around the election was depressed
          • As a result of the election ecommerce growth in the first half of November came in low
          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
          • hellip But in-store retail sales still fell
          • Amazon Prime members are increasingly skipping Black Friday crowds
          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
          • Thanksgiving Weekend online sales went up sharply
          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
          • Slide Number 20
          • Backstory Amazon has been laying waste to other retailers in ecommerce
          • Amazon is becoming a leading product search engine for mobile shoppers
          • Backstory Amazon has been laying waste to other retailers in ecommerce
          • Retailers fought back this year with digital advertising and steeper discounts
          • While digital spending went up total ad spending by big retailers went down
          • Retailers also seem to be doing a better job with in-store pickup of online purchases
          • Net promoter scores for online shoppers of omnichannel retailers went up in November
          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
          • Slide Number 30
          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
          • lsquoThanksgiving Eversquo is becoming a bigger event
          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
          • Slide Number 35
          • US retail mcommerce sales are expected to accelerate in 2016
          • The largest part of mcommerce growth will come from purchases via smartphones
          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
          • Mcommercersquos sales share peaked on Thanksgiving Day
          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
          • The majority of mobile shopping visits on Cyber Monday came from apps
          • Mobile performance was up across the board
          • Slide Number 43
          • Apparel was the leading category of online purchases over Thanksgiving Weekend
          • Shoes were one of the fastest growing subcategories for online purchases
          • Top 10 toy searches on Hooklogic retailer sites
          • Slide Number 47
          • Impact of competitive discounting on holiday ecommerce
          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
          • Recap
          • Slide Number 53
          • Slide Number 54
          • Slide Number 55
          • Slide Number 56
          • Slide Number 57
          • Slide Number 58
          • Slide Number 59
            Online Retail Visits on Cyber Monday
            Desktop44
            Mobile Web27
            Mobile App29
            Desktop
            Mobile Web
            Mobile App
            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
            1 Input category names dates and data into CHART DATA section below
            (if your s arent s first change the cell format to numbers)
            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
            3 Make other formatting changes as desired to make chart fit your needs
            4 Use color for emphasis
            CHART DATA
            2011201220132014201520162020
            CAT1222730344046
            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
            CHART DATA
            AugSeptOctNov20192020
            CAT11018104110081071095096
            CAT2810820830840850860
            CAT3710720730740750760
            CAT4610620630640650660
            CAT5510520530540550560
            CAT6410420430440450460
            CAT7310320330340350360
            CAT8210220230240250260
            CAT9110120130140150160
            CAT10102030405060
            INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
            CHART DATA
            20142015
            CAT1900950
            CAT2800850
            CAT3700750
            CAT4600650
            CAT5500550
            CAT6400450
            CAT7300350
            CAT8200250
            CAT9100150
            CAT100050
            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
            CHART DATA
            2Election Day1Cyber SundayCyber Monday20192020
            Mobile Share of Online Orders5348504841950960
            CAT2800810820830840850860
            CAT3700710720730740750760
            CAT4600610620630640650660
            CAT5500510520530540550560
            CAT6400410420430440450460
            CAT7300310320330340350360
            CAT8200210220230240250260
            CAT9100110120130140150160
            CAT1000102030405060
            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
            CHART DATA
            Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
            Mobile Share of Online Orders5348504841950960
            CAT2800810820830840850860
            CAT3700710720730740750760
            CAT4600610620630640650660
            CAT5500510520530540550560
            CAT6400410420430440450460
            CAT7300310320330340350360
            CAT8200210220230240250260
            CAT9100110120130140150160
            CAT1000102030405060
            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
            CHART DATA 1
            CAT1Cyber MondayBlack FridayThanksgiving
            Pure Play393225
            Multichannel616875
            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
            AB
            CAT11010
            CAT21010
            CAT31010
            CAT41010
            CAT51010
            CAT61010
            CAT71010
            CAT81010
            CAT91010
            CAT101010
            INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
            CHART DATA
            Data Series Label
            CAT1066 B
            CAT2150 B
            CAT3173 B
            CAT4209 B
            CAT5233 B
            CAT6238 B
            CAT7327 B
            CAT8343 B
            CAT9349 B
            CAT10665 B
            INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
            Do not editCHART DATA
            DOT SPACING
            COLUMNS20152016
            11CAT11$13335$16115
            10CAT10$8083$10320
            9CAT9$1672$2221
            8CAT8$1167$1464
            7CAT7$1037$1202
            6CAT6$926$1125
            5CAT5$766$896
            4CAT4$284$378
            3CAT3$184$248
            2CAT2$199$255DOT PLOT
            1CAT1$14362$16614
            CHART DATA
            20152016
            CAT11340950
            CAT10800850
            CAT9700750
            CAT8600650
            CAT7500550
            CAT6400450
            CAT5300350
            CAT4200250
            CAT3220440
            CAT2340540
            CAT1220360
            INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
            CHART DATA
            2014201520162017201820192020
            CAT1900910920930940950960
            CAT2800810820830840850860
            CAT3700710720730740750760
            CAT4600610620630640650660
            CAT5500510520530540550560
            CAT6400410420430440450460
            CAT7300310320330340350360
            CAT8200210220230240250260
            CAT9100110120130140150160
            CAT1000102030405060
            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
            CHART DATA
            201320142015201620192020
            CAT1$102$115$116$128095096
            CAT2810820830840850860
            CAT3710720730740750760
            CAT4610620630640650660
            CAT5510520530540550560
            CAT6410420430440450460
            CAT7310320330340350360
            CAT8210220230240250260
            CAT9110120130140150160
            CAT10102030405060
            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
            CHART DATA 1
            CAT1Cyber MondayBlack FridayThanksgiving
            Pure Play432717
            Multichannel577357
            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
            AB
            CAT11010
            CAT21010
            CAT31010
            CAT41010
            CAT51010
            CAT61010
            CAT71010
            CAT81010
            CAT91010
            CAT101010
            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
            CHART DATA
            201320142015201620192020
            CAT1$102$115$116$128095096
            CAT2810820830840850860
            CAT3710720730740750760
            CAT4610620630640650660
            CAT5510520530540550560
            CAT6410420430440450460
            CAT7310320330340350360
            CAT8210220230240250260
            CAT9110120130140150160
            CAT10102030405060
            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
            1 Input category names dates and data into CHART DATA section below
            (if your s arent s first change the cell format to numbers)
            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
            3 Make other formatting changes as desired to make chart fit your needs
            4 Use color for emphasis
            CHART DATA
            201520162020
            Prime Members Who Will Shop in Stores on Black Friday6559
            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
            1 Input category names dates and data into CHART DATA section below
            (if your s arent s first change the cell format to numbers)
            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
            3 Make other formatting changes as desired to make chart fit your needs
            4 Use color for emphasis
            CHART DATA
            Black FridayBlack SaturdayBlack Sunday
            Year-over-Year Change in Foot Traffic00-21-25
            F
            Black Friday
            Black Saturday
            Black Sunday

            copy 2016 eMarketer Inc

            Longer Answer A lot has happened since September

            1 Robust economic performance reported for Q3 and early Q4

            2 The Trump upset in the US presidential election

            3 Thanksgiving Weekend slightly exceeded expectations for online sales

            eMwebinar

            copy 2016 eMarketer Inc

            1 Economic performance since September Q3 economic figures were revised upward

            32GDP growth

            up from 29 estimateSource Department of Commerce Nov 2016

            28increase in household

            purchases up from 21 estimate

            Source Department of Commerce Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Preliminary October and November numbers also indicate a strong US economy

            October

            06 increase in incomes in October

            best since April

            Source Department of Commerce Nov 2016

            14 Increase in spending on nondurable goods

            Source Department of Commerce Nov 2016

            November

            216000additional private sector jobs

            Source ADP Nov 2016

            46Unemployment rate in November

            lowest since August 2007

            Source Department of Labor Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Consumer confidence rebounded strongly in November

            1071 was the highest consumer confidence level since July 2007

            1018

            1071

            90

            110

            Aug Sept Oct Nov

            Source The Conference Board Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            2 Online shopping around the election was depressed

            1116 16

            12

            41 -5 -16 -23

            24

            -30

            0

            30 Product Page Views on the Hooklogic Network

            Source Hooklogic Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            As a result of the election ecommerce growth in the first half of November came in low

            135increase in online sales

            between November 1 and November 14Source Adobe Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            3 Thanksgiving Weekend saw healthy gains in spending per shopper

            $102

            $128

            50

            100

            150

            2013 2014 2015 2016

            Source Gallup Tracking Poll Nov 26-28 2016

            eMwebinar

            copy 2016 eMarketer Inc

            A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

            Source Shoppertrak Nov 2016

            eMwebinar

            Chart1

            Year-over-Year Change in Foot Traffic
            0
            -0021
            -0025

            Foot traffic

            Foot traffic

            Source Shoppertrak
            Year-over-Year Change in Foot Traffic

            Amazon Prime shoppers

            Step by step instructions on how to edit a Vertical Bar
            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            4) Turn onoff Categories as required

            Amazon Prime shoppers

            Source InfoScout Nov 26 Survey of Prime members
            Prime Members Who Will Shop in Stores on Black Friday

            Mobile Share (CA)

            Step by step instructions on how to edit a Vertical Bar
            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            4) Turn onoff Categories as required

            Mobile Share (CA)

            Source Gallup
            CAT1
            []

            Comscore share (2)

            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            7) Change Number Category from Percentage to Number
            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            8) Press Reset on the maximum bounds number
            9) change Units-Major value to match the Bounds-Maximum value
            Do this by clicking once then a second time this will select a single data label
            5) Delete all data labels leaving only the first and last
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Comscore share (2)

            Cyber Monday
            Black Friday
            Source comScore Percent share of desktop ecommerce
            Pure Play
            Multichannel

            Black Friday spending

            B
            Chart title here (Unit value here)
            A
            CAT1
            CAT2
            CAT3
            CAT4
            CAT5
            CAT6
            CAT7
            CAT8
            CAT9
            CAT10
            [VALUE]

            Area Graph

            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
            2) If needed change the number of categories see Step 3 Otherwise go to step 5
            1) Start data entry at cell I19
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            4) Turn onoff Categories as required
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Area Graph

            Source Gallup
            CAT1
            []

            Dot Plot

            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            7) Change Number Category from Percentage to Number
            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            8) Press Reset on the maximum bounds number
            9) change Units-Major value to match the Bounds-Maximum value
            Do this by clicking once then a second time this will select a single data label
            5) Delete all data labels leaving only the first and last
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Dot Plot

            CAT1
            CAT2
            CAT3
            CAT4
            CAT5
            CAT6
            CAT7
            CAT8
            CAT9
            CAT10
            Chart title here (Unit value here)
            CAT1
            CAT2
            CAT3
            CAT4
            CAT5
            CAT6
            CAT7
            CAT8
            CAT9
            CAT10

            Horizontal Bar

            Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            6) Change Number Category from Percentage to Number
            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            7) Press Reset on the maximum bounds number
            8) change Units-Major value to match the Bounds-Maximum value
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Horizontal Bar

            2015
            2016
            CAT11
            CAT10
            CAT9
            CAT8
            CAT7
            CAT6
            CAT5
            CAT4
            CAT3
            CAT2
            CAT1
            Chart title here (Unit value here)
            2016
            2015

            Comscore share

            2015
            2016
            CAT11
            CAT10
            CAT9
            CAT8
            CAT7
            CAT6
            CAT5
            CAT4
            CAT3
            CAT2
            CAT1
            Chart title here (Unit value here)
            2016
            2015

            Line Graph

            Step by step instructions on how to edit a Dot Plot
            2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
            1) Start data entry at CAT1
            6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
            3) Select chart and click on the top right + (Chart Elements)
            4) Turn on Axes
            6) Turn off Axes
            7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Line Graph

            Chart title here (Unit value here)
            Data Series Label

            Election impact

            Step by step instructions on how to edit a Horizontal Bar
            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            4) Turn onoff Series Categories as required
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Election impact

            Cyber Monday
            Black Friday
            Source comScore Percent share of desktop ecommerce
            Pure Play
            Multichannel

            Slope Graph

            B
            Chart title here (Unit value here)
            A
            CAT1
            CAT2
            CAT3
            CAT4
            CAT5
            CAT6
            CAT7
            CAT8
            CAT9
            CAT10
            [VALUE]

            Consumer Confidence

            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
            2) If needed change the number of categories see Step 3 Otherwise go to step 5
            1) Start data entry at cell I19
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            4) Turn onoff Categories as required
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Consumer Confidence

            Source Channel Advisor
            Mobile Share of Online Orders

            Vertical bar

            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            7) Change Number Category from Percentage to Number
            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            8) Press Reset on the maximum bounds number
            9) change Units-Major value to match the Bounds-Maximum value
            Do this by clicking once then a second time this will select a single data label
            5) Delete all data labels leaving only the first and last
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

            Vertical bar

            Source Hooklogic
            Mobile Share of Online Orders
            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            7) Change Number Category from Percentage to Number
            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            8) Press Reset on the maximum bounds number
            9) change Units-Major value to match the Bounds-Maximum value
            Do this by clicking once then a second time this will select a single data label
            5) Delete all data labels leaving only the first and last
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
            Chart title here (Unit value here)
            CAT1
            CAT2
            CAT3
            CAT4
            CAT5
            CAT6
            CAT7
            CAT8
            CAT9
            CAT10
            CAT1
            CAT2
            CAT3
            CAT4
            CAT5
            CAT6
            CAT7
            CAT8
            CAT9
            CAT10
            Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            6) Change Number Category from Percentage to Number
            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            7) Press Reset on the maximum bounds number
            8) change Units-Major value to match the Bounds-Maximum value
            3) Select chart and click on the top right + (Chart Elements)
            4) Turn on Primary Vertical
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
            Source The Conference Board
            CAT1
            []
            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            7) Change Number Category from Percentage to Number
            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
            4) Turn onoff Series Categories as required
            8) Press Reset on the maximum bounds number
            9) change Units-Major value to match the Bounds-Maximum value
            Do this by clicking once then a second time this will select a single data label
            5) Delete all data labels leaving only the first and last
            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
            Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
            CAT1
            Step by step instructions on how to edit a Vertical Bar
            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
            1) Start data entry at CAT1
            3) Select chart and click on the top right funnel symbol (Chart Filters)
            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
            4) Turn onoff Categories as required

            copy 2016 eMarketer Inc

            hellip But in-store retail sales still fell

            -50net sales on Thanksgiving Day and Black Friday

            Source RetailNext Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Amazon Prime members are increasingly skipping Black Friday crowds

            6559

            0

            100

            2015 2016

            Prime Members Who Will Shop in Stores on Black Friday

            Source InfoScout Nov 26 survey of Prime members

            eMwebinar

            copy 2016 eMarketer Inc

            Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

            44 of consumers

            shopped online

            40 of consumers

            shopped in-store

            Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Thanksgiving Weekend online sales went up sharply

            eMwebinar

            copy 2016 eMarketer Inc

            Only 19 of US smartphone users bought the majority of their purchases spontaneously

            eMwebinar

            copy 2016 eMarketer Inc

            Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

            SeptemberndashNovember economic performance

            Election effect

            Thanksgiving and Cyber Week

            Total Retail Ecommerce

            eMwebinar

            copy 2016 eMarketer Inc

            Big Retailers Launch Online Counterattack

            copy 2016 eMarketer Inc

            Backstory Amazon has been laying waste to other retailers in ecommerce

            2227 30 34

            4046

            0

            100

            2011 2012 2013 2014 2015 2016

            Amazonrsquos Share of Retail Ecommerce Sales

            Source Institute for Local Self-Reliance

            eMwebinar

            copy 2016 eMarketer Inc

            Amazon is becoming a leading product search engine for mobile shoppers

            eMwebinar

            copy 2016 eMarketer Inc

            Backstory Amazon has been laying waste to other retailers in ecommerce

            Amazon accounted for at least

            37 of US ecommerce sales from November 24ndash28

            Source Internet Retailer Nov 29 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

            Day and 138 jump on Black Friday Source AdRoll Nov 2016

            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            While digital spending went up total ad spending by big retailers went down

            -9drop in overall retailer ad spending in the four weeks

            ending on November 27Source Kantar Media Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Retailers also seem to be doing a better job with in-store pickup of online purchases

            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

            eMwebinar

            copy 2016 eMarketer Inc

            Net promoter scores for online shoppers of omnichannel retailers went up in November

            39 in October 2016 to 45 in November 2016

            Amazon stayed flat albeit at a higher level

            Source Bain amp Company Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

            39

            32

            25

            61

            68

            75

            0 100Pure Play Multichannel

            Cyber Monday

            Black Friday

            Percent share of desktop ecommerce

            Thanksgiving

            43

            27

            17

            57

            73

            83

            0 100Pure Play Multichannel

            Cyber Monday

            Black Friday

            Percent share of desktop ecommerce

            Thanksgiving

            2015 2016

            Source comScore Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

            eMwebinar

            copy 2016 eMarketer Inc

            Thanksgiving Promotions Starting Earlier and Ending

            Later

            copy 2016 eMarketer Inc

            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

            (pre-Black Friday Sale)

            BLACKFRIDAY(select deals)

            Image Creative commons

            November 2016

            eMwebinar

            copy 2016 eMarketer Inc

            lsquoThanksgiving Eversquo is becoming a bigger event

            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

            eMwebinar

            copy 2016 eMarketer Inc

            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

            The peak online shopping hour on Cyber Monday

            NetElixir 7-8pm Hooklogic 8-9pm

            Bloomreach 630pm

            eMwebinar

            copy 2016 eMarketer Inc

            Mobile Commerce Revolution Continues

            copy 2016 eMarketer Inc

            US retail mcommerce sales are expected to accelerate in 2016

            Mcommerce sales will rise 432 in 2016

            eMwebinar

            copy 2016 eMarketer Inc

            The largest part of mcommerce growth will come from purchases via smartphones

            eMwebinar

            copy 2016 eMarketer Inc

            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

            26

            41

            29

            0

            50

            Thanksgiving Day Black Friday Cyber Monday

            Mcommerce Sales Growth 2015ndash2016

            Source comScore Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Mcommercersquos sales share peaked on Thanksgiving Day

            eMwebinar

            copy 2016 eMarketer Inc

            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

            5350 52 51

            43

            0

            100Mobile Share of Unique

            User Visits

            Source Hooklogic Nov 2016

            5755 59 58

            47

            0

            100Mobile Share of Visits

            Source NetElixir Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            The majority of mobile shopping visits on Cyber Monday came from apps

            Source ComScore Dec 2016

            eMwebinar

            Chart1

            Online Retail Visits on Cyber Monday
            044
            027
            029

            Sheet1

            copy 2016 eMarketer Inc

            Mobile performance was up across the board

            Compared with 2015 this yearrsquos Cyber Weekend saw

            Smartphone conversion rates up 53

            Average order value up 29

            eMwebinar

            copy 2016 eMarketer Inc

            Product Trends

            copy 2016 eMarketer Inc

            Apparel was the leading category of online purchases over Thanksgiving Weekend

            26

            3639

            43

            0

            50

            Books amp Entertainment Electronics Toys Apparel amp accessories

            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

            Source Branding Brand Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Shoes were one of the fastest growing subcategories for online purchases

            53 year-over-year increase in online purchases of shoes

            Source comScore Dec 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Top 10 toy searches on Hooklogic retailer sites

            1 Hatchimals

            2 Nintendo

            3 Shopkins

            4 Lego

            5 Paw Patrol

            6 NES Classic Edition

            7 PokeacutemonPokeacutemon cards

            8 Barbie

            9 Our Generation

            10 Xbox One

            Source Hooklogic

            eMwebinar

            copy 2016 eMarketer Inc

            Expectations for the Rest of the Season

            copy 2016 eMarketer Inc

            Impact of competitive discounting on holiday ecommerce

            SalesTrafficMargins

            eMwebinar

            copy 2016 eMarketer Inc

            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

            9 of shoppers had completed their shopping by the start

            of Cyber Monday down from 11 in 2015

            23 hadnrsquot started shopping by the start of Cyber Monday

            up from 19 in 2015

            Source National Retail Federation and Prosper Analytics Nov 2016

            eMwebinar

            copy 2016 eMarketer Inc

            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

            eMwebinar

            copy 2016 eMarketer Inc

            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

            eMwebinar

            copy 2016 eMarketer Inc

            Recap

            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

            and a 33 gain for total retail sales looks to be on target

            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

            Mobile As expected mcommerce continues to grow rapidly

            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

            eMwebinar

            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

            - Max Levchin Founder

            54

            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

            The unintended consequence is the incredible impact wersquove had on retailersrdquo

            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

            are empowered to buy what works for them - leading to higher conversions

            $1500M ODERN COUCH

            MONTHLY PAYMENTS AS LOW AS

            $51671mo for 3 months

            $26477mo for 6 months

            $13892mo for 12 months

            55

            Affirm builds trust through transparency

            Modern financing delivers results for retailers

            Source Affirm Merchant Case Study March 2016

            57

            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

            are typically in pursuit of big sales and slashed prices however we sold our

            $2000+ bikes for full price ldquo

            2016 Affirm Holiday Shopping Report December 2016

            - Graham Stanton President and co-founder of Peloton

            aff i rmcombusiness

            copy 2016 eMarketer Inc

            Learn more about digital marketing with an eMarketer corporate subscription

            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

            QampA Session

            Made possible by

            You will receive an email tomorrow with a link to view the

            deck and webinar recording

            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

            Yory Wurmser

            Mid-Holiday Season Retail Update amp Post-Thanksgiving

            Recap

            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

            US Mcommerce Update 2016 Behind the Rapid Growth

            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

            Performance Marketing in Retail

            • Slide Number 1
            • Agenda
            • Slide Number 3
            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
            • Short Answer
            • Longer Answer A lot has happened since September
            • 1 Economic performance since September Q3 economic figures were revised upward
            • Preliminary October and November numbers also indicate a strong US economy
            • Consumer confidence rebounded strongly in November
            • 2 Online shopping around the election was depressed
            • As a result of the election ecommerce growth in the first half of November came in low
            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
            • hellip But in-store retail sales still fell
            • Amazon Prime members are increasingly skipping Black Friday crowds
            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
            • Thanksgiving Weekend online sales went up sharply
            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
            • Slide Number 20
            • Backstory Amazon has been laying waste to other retailers in ecommerce
            • Amazon is becoming a leading product search engine for mobile shoppers
            • Backstory Amazon has been laying waste to other retailers in ecommerce
            • Retailers fought back this year with digital advertising and steeper discounts
            • While digital spending went up total ad spending by big retailers went down
            • Retailers also seem to be doing a better job with in-store pickup of online purchases
            • Net promoter scores for online shoppers of omnichannel retailers went up in November
            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
            • Slide Number 30
            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
            • lsquoThanksgiving Eversquo is becoming a bigger event
            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
            • Slide Number 35
            • US retail mcommerce sales are expected to accelerate in 2016
            • The largest part of mcommerce growth will come from purchases via smartphones
            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
            • Mcommercersquos sales share peaked on Thanksgiving Day
            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
            • The majority of mobile shopping visits on Cyber Monday came from apps
            • Mobile performance was up across the board
            • Slide Number 43
            • Apparel was the leading category of online purchases over Thanksgiving Weekend
            • Shoes were one of the fastest growing subcategories for online purchases
            • Top 10 toy searches on Hooklogic retailer sites
            • Slide Number 47
            • Impact of competitive discounting on holiday ecommerce
            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
            • Recap
            • Slide Number 53
            • Slide Number 54
            • Slide Number 55
            • Slide Number 56
            • Slide Number 57
            • Slide Number 58
            • Slide Number 59
              Online Retail Visits on Cyber Monday
              Desktop44
              Mobile Web27
              Mobile App29
              Desktop
              Mobile Web
              Mobile App
              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
              1 Input category names dates and data into CHART DATA section below
              (if your s arent s first change the cell format to numbers)
              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
              3 Make other formatting changes as desired to make chart fit your needs
              4 Use color for emphasis
              CHART DATA
              2011201220132014201520162020
              CAT1222730344046
              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
              CHART DATA
              AugSeptOctNov20192020
              CAT11018104110081071095096
              CAT2810820830840850860
              CAT3710720730740750760
              CAT4610620630640650660
              CAT5510520530540550560
              CAT6410420430440450460
              CAT7310320330340350360
              CAT8210220230240250260
              CAT9110120130140150160
              CAT10102030405060
              INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
              CHART DATA
              20142015
              CAT1900950
              CAT2800850
              CAT3700750
              CAT4600650
              CAT5500550
              CAT6400450
              CAT7300350
              CAT8200250
              CAT9100150
              CAT100050
              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
              CHART DATA
              2Election Day1Cyber SundayCyber Monday20192020
              Mobile Share of Online Orders5348504841950960
              CAT2800810820830840850860
              CAT3700710720730740750760
              CAT4600610620630640650660
              CAT5500510520530540550560
              CAT6400410420430440450460
              CAT7300310320330340350360
              CAT8200210220230240250260
              CAT9100110120130140150160
              CAT1000102030405060
              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
              CHART DATA
              Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
              Mobile Share of Online Orders5348504841950960
              CAT2800810820830840850860
              CAT3700710720730740750760
              CAT4600610620630640650660
              CAT5500510520530540550560
              CAT6400410420430440450460
              CAT7300310320330340350360
              CAT8200210220230240250260
              CAT9100110120130140150160
              CAT1000102030405060
              INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
              CHART DATA 1
              CAT1Cyber MondayBlack FridayThanksgiving
              Pure Play393225
              Multichannel616875
              CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
              AB
              CAT11010
              CAT21010
              CAT31010
              CAT41010
              CAT51010
              CAT61010
              CAT71010
              CAT81010
              CAT91010
              CAT101010
              INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
              CHART DATA
              Data Series Label
              CAT1066 B
              CAT2150 B
              CAT3173 B
              CAT4209 B
              CAT5233 B
              CAT6238 B
              CAT7327 B
              CAT8343 B
              CAT9349 B
              CAT10665 B
              INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
              Do not editCHART DATA
              DOT SPACING
              COLUMNS20152016
              11CAT11$13335$16115
              10CAT10$8083$10320
              9CAT9$1672$2221
              8CAT8$1167$1464
              7CAT7$1037$1202
              6CAT6$926$1125
              5CAT5$766$896
              4CAT4$284$378
              3CAT3$184$248
              2CAT2$199$255DOT PLOT
              1CAT1$14362$16614
              CHART DATA
              20152016
              CAT11340950
              CAT10800850
              CAT9700750
              CAT8600650
              CAT7500550
              CAT6400450
              CAT5300350
              CAT4200250
              CAT3220440
              CAT2340540
              CAT1220360
              INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
              CHART DATA
              2014201520162017201820192020
              CAT1900910920930940950960
              CAT2800810820830840850860
              CAT3700710720730740750760
              CAT4600610620630640650660
              CAT5500510520530540550560
              CAT6400410420430440450460
              CAT7300310320330340350360
              CAT8200210220230240250260
              CAT9100110120130140150160
              CAT1000102030405060
              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
              CHART DATA
              201320142015201620192020
              CAT1$102$115$116$128095096
              CAT2810820830840850860
              CAT3710720730740750760
              CAT4610620630640650660
              CAT5510520530540550560
              CAT6410420430440450460
              CAT7310320330340350360
              CAT8210220230240250260
              CAT9110120130140150160
              CAT10102030405060
              INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
              CHART DATA 1
              CAT1Cyber MondayBlack FridayThanksgiving
              Pure Play432717
              Multichannel577357
              CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
              AB
              CAT11010
              CAT21010
              CAT31010
              CAT41010
              CAT51010
              CAT61010
              CAT71010
              CAT81010
              CAT91010
              CAT101010
              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
              CHART DATA
              201320142015201620192020
              CAT1$102$115$116$128095096
              CAT2810820830840850860
              CAT3710720730740750760
              CAT4610620630640650660
              CAT5510520530540550560
              CAT6410420430440450460
              CAT7310320330340350360
              CAT8210220230240250260
              CAT9110120130140150160
              CAT10102030405060
              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
              1 Input category names dates and data into CHART DATA section below
              (if your s arent s first change the cell format to numbers)
              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
              3 Make other formatting changes as desired to make chart fit your needs
              4 Use color for emphasis
              CHART DATA
              201520162020
              Prime Members Who Will Shop in Stores on Black Friday6559
              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
              1 Input category names dates and data into CHART DATA section below
              (if your s arent s first change the cell format to numbers)
              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
              3 Make other formatting changes as desired to make chart fit your needs
              4 Use color for emphasis
              CHART DATA
              Black FridayBlack SaturdayBlack Sunday
              Year-over-Year Change in Foot Traffic00-21-25
              F
              Black Friday
              Black Saturday
              Black Sunday

              copy 2016 eMarketer Inc

              1 Economic performance since September Q3 economic figures were revised upward

              32GDP growth

              up from 29 estimateSource Department of Commerce Nov 2016

              28increase in household

              purchases up from 21 estimate

              Source Department of Commerce Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Preliminary October and November numbers also indicate a strong US economy

              October

              06 increase in incomes in October

              best since April

              Source Department of Commerce Nov 2016

              14 Increase in spending on nondurable goods

              Source Department of Commerce Nov 2016

              November

              216000additional private sector jobs

              Source ADP Nov 2016

              46Unemployment rate in November

              lowest since August 2007

              Source Department of Labor Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Consumer confidence rebounded strongly in November

              1071 was the highest consumer confidence level since July 2007

              1018

              1071

              90

              110

              Aug Sept Oct Nov

              Source The Conference Board Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              2 Online shopping around the election was depressed

              1116 16

              12

              41 -5 -16 -23

              24

              -30

              0

              30 Product Page Views on the Hooklogic Network

              Source Hooklogic Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              As a result of the election ecommerce growth in the first half of November came in low

              135increase in online sales

              between November 1 and November 14Source Adobe Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              3 Thanksgiving Weekend saw healthy gains in spending per shopper

              $102

              $128

              50

              100

              150

              2013 2014 2015 2016

              Source Gallup Tracking Poll Nov 26-28 2016

              eMwebinar

              copy 2016 eMarketer Inc

              A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

              Source Shoppertrak Nov 2016

              eMwebinar

              Chart1

              Year-over-Year Change in Foot Traffic
              0
              -0021
              -0025

              Foot traffic

              Foot traffic

              Source Shoppertrak
              Year-over-Year Change in Foot Traffic

              Amazon Prime shoppers

              Step by step instructions on how to edit a Vertical Bar
              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              4) Turn onoff Categories as required

              Amazon Prime shoppers

              Source InfoScout Nov 26 Survey of Prime members
              Prime Members Who Will Shop in Stores on Black Friday

              Mobile Share (CA)

              Step by step instructions on how to edit a Vertical Bar
              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              4) Turn onoff Categories as required

              Mobile Share (CA)

              Source Gallup
              CAT1
              []

              Comscore share (2)

              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              7) Change Number Category from Percentage to Number
              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              8) Press Reset on the maximum bounds number
              9) change Units-Major value to match the Bounds-Maximum value
              Do this by clicking once then a second time this will select a single data label
              5) Delete all data labels leaving only the first and last
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Comscore share (2)

              Cyber Monday
              Black Friday
              Source comScore Percent share of desktop ecommerce
              Pure Play
              Multichannel

              Black Friday spending

              B
              Chart title here (Unit value here)
              A
              CAT1
              CAT2
              CAT3
              CAT4
              CAT5
              CAT6
              CAT7
              CAT8
              CAT9
              CAT10
              [VALUE]

              Area Graph

              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
              2) If needed change the number of categories see Step 3 Otherwise go to step 5
              1) Start data entry at cell I19
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              4) Turn onoff Categories as required
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Area Graph

              Source Gallup
              CAT1
              []

              Dot Plot

              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              7) Change Number Category from Percentage to Number
              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              8) Press Reset on the maximum bounds number
              9) change Units-Major value to match the Bounds-Maximum value
              Do this by clicking once then a second time this will select a single data label
              5) Delete all data labels leaving only the first and last
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Dot Plot

              CAT1
              CAT2
              CAT3
              CAT4
              CAT5
              CAT6
              CAT7
              CAT8
              CAT9
              CAT10
              Chart title here (Unit value here)
              CAT1
              CAT2
              CAT3
              CAT4
              CAT5
              CAT6
              CAT7
              CAT8
              CAT9
              CAT10

              Horizontal Bar

              Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              6) Change Number Category from Percentage to Number
              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              7) Press Reset on the maximum bounds number
              8) change Units-Major value to match the Bounds-Maximum value
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Horizontal Bar

              2015
              2016
              CAT11
              CAT10
              CAT9
              CAT8
              CAT7
              CAT6
              CAT5
              CAT4
              CAT3
              CAT2
              CAT1
              Chart title here (Unit value here)
              2016
              2015

              Comscore share

              2015
              2016
              CAT11
              CAT10
              CAT9
              CAT8
              CAT7
              CAT6
              CAT5
              CAT4
              CAT3
              CAT2
              CAT1
              Chart title here (Unit value here)
              2016
              2015

              Line Graph

              Step by step instructions on how to edit a Dot Plot
              2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
              1) Start data entry at CAT1
              6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
              3) Select chart and click on the top right + (Chart Elements)
              4) Turn on Axes
              6) Turn off Axes
              7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Line Graph

              Chart title here (Unit value here)
              Data Series Label

              Election impact

              Step by step instructions on how to edit a Horizontal Bar
              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              4) Turn onoff Series Categories as required
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Election impact

              Cyber Monday
              Black Friday
              Source comScore Percent share of desktop ecommerce
              Pure Play
              Multichannel

              Slope Graph

              B
              Chart title here (Unit value here)
              A
              CAT1
              CAT2
              CAT3
              CAT4
              CAT5
              CAT6
              CAT7
              CAT8
              CAT9
              CAT10
              [VALUE]

              Consumer Confidence

              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
              2) If needed change the number of categories see Step 3 Otherwise go to step 5
              1) Start data entry at cell I19
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              4) Turn onoff Categories as required
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Consumer Confidence

              Source Channel Advisor
              Mobile Share of Online Orders

              Vertical bar

              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              7) Change Number Category from Percentage to Number
              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              8) Press Reset on the maximum bounds number
              9) change Units-Major value to match the Bounds-Maximum value
              Do this by clicking once then a second time this will select a single data label
              5) Delete all data labels leaving only the first and last
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

              Vertical bar

              Source Hooklogic
              Mobile Share of Online Orders
              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              7) Change Number Category from Percentage to Number
              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              8) Press Reset on the maximum bounds number
              9) change Units-Major value to match the Bounds-Maximum value
              Do this by clicking once then a second time this will select a single data label
              5) Delete all data labels leaving only the first and last
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
              Chart title here (Unit value here)
              CAT1
              CAT2
              CAT3
              CAT4
              CAT5
              CAT6
              CAT7
              CAT8
              CAT9
              CAT10
              CAT1
              CAT2
              CAT3
              CAT4
              CAT5
              CAT6
              CAT7
              CAT8
              CAT9
              CAT10
              Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              6) Change Number Category from Percentage to Number
              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              7) Press Reset on the maximum bounds number
              8) change Units-Major value to match the Bounds-Maximum value
              3) Select chart and click on the top right + (Chart Elements)
              4) Turn on Primary Vertical
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
              Source The Conference Board
              CAT1
              []
              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              7) Change Number Category from Percentage to Number
              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
              4) Turn onoff Series Categories as required
              8) Press Reset on the maximum bounds number
              9) change Units-Major value to match the Bounds-Maximum value
              Do this by clicking once then a second time this will select a single data label
              5) Delete all data labels leaving only the first and last
              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
              Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
              CAT1
              Step by step instructions on how to edit a Vertical Bar
              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
              1) Start data entry at CAT1
              3) Select chart and click on the top right funnel symbol (Chart Filters)
              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
              4) Turn onoff Categories as required

              copy 2016 eMarketer Inc

              hellip But in-store retail sales still fell

              -50net sales on Thanksgiving Day and Black Friday

              Source RetailNext Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Amazon Prime members are increasingly skipping Black Friday crowds

              6559

              0

              100

              2015 2016

              Prime Members Who Will Shop in Stores on Black Friday

              Source InfoScout Nov 26 survey of Prime members

              eMwebinar

              copy 2016 eMarketer Inc

              Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

              44 of consumers

              shopped online

              40 of consumers

              shopped in-store

              Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Thanksgiving Weekend online sales went up sharply

              eMwebinar

              copy 2016 eMarketer Inc

              Only 19 of US smartphone users bought the majority of their purchases spontaneously

              eMwebinar

              copy 2016 eMarketer Inc

              Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

              SeptemberndashNovember economic performance

              Election effect

              Thanksgiving and Cyber Week

              Total Retail Ecommerce

              eMwebinar

              copy 2016 eMarketer Inc

              Big Retailers Launch Online Counterattack

              copy 2016 eMarketer Inc

              Backstory Amazon has been laying waste to other retailers in ecommerce

              2227 30 34

              4046

              0

              100

              2011 2012 2013 2014 2015 2016

              Amazonrsquos Share of Retail Ecommerce Sales

              Source Institute for Local Self-Reliance

              eMwebinar

              copy 2016 eMarketer Inc

              Amazon is becoming a leading product search engine for mobile shoppers

              eMwebinar

              copy 2016 eMarketer Inc

              Backstory Amazon has been laying waste to other retailers in ecommerce

              Amazon accounted for at least

              37 of US ecommerce sales from November 24ndash28

              Source Internet Retailer Nov 29 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

              Day and 138 jump on Black Friday Source AdRoll Nov 2016

              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              While digital spending went up total ad spending by big retailers went down

              -9drop in overall retailer ad spending in the four weeks

              ending on November 27Source Kantar Media Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Retailers also seem to be doing a better job with in-store pickup of online purchases

              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

              eMwebinar

              copy 2016 eMarketer Inc

              Net promoter scores for online shoppers of omnichannel retailers went up in November

              39 in October 2016 to 45 in November 2016

              Amazon stayed flat albeit at a higher level

              Source Bain amp Company Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

              39

              32

              25

              61

              68

              75

              0 100Pure Play Multichannel

              Cyber Monday

              Black Friday

              Percent share of desktop ecommerce

              Thanksgiving

              43

              27

              17

              57

              73

              83

              0 100Pure Play Multichannel

              Cyber Monday

              Black Friday

              Percent share of desktop ecommerce

              Thanksgiving

              2015 2016

              Source comScore Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

              eMwebinar

              copy 2016 eMarketer Inc

              Thanksgiving Promotions Starting Earlier and Ending

              Later

              copy 2016 eMarketer Inc

              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

              (pre-Black Friday Sale)

              BLACKFRIDAY(select deals)

              Image Creative commons

              November 2016

              eMwebinar

              copy 2016 eMarketer Inc

              lsquoThanksgiving Eversquo is becoming a bigger event

              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

              eMwebinar

              copy 2016 eMarketer Inc

              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

              The peak online shopping hour on Cyber Monday

              NetElixir 7-8pm Hooklogic 8-9pm

              Bloomreach 630pm

              eMwebinar

              copy 2016 eMarketer Inc

              Mobile Commerce Revolution Continues

              copy 2016 eMarketer Inc

              US retail mcommerce sales are expected to accelerate in 2016

              Mcommerce sales will rise 432 in 2016

              eMwebinar

              copy 2016 eMarketer Inc

              The largest part of mcommerce growth will come from purchases via smartphones

              eMwebinar

              copy 2016 eMarketer Inc

              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

              26

              41

              29

              0

              50

              Thanksgiving Day Black Friday Cyber Monday

              Mcommerce Sales Growth 2015ndash2016

              Source comScore Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Mcommercersquos sales share peaked on Thanksgiving Day

              eMwebinar

              copy 2016 eMarketer Inc

              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

              5350 52 51

              43

              0

              100Mobile Share of Unique

              User Visits

              Source Hooklogic Nov 2016

              5755 59 58

              47

              0

              100Mobile Share of Visits

              Source NetElixir Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              The majority of mobile shopping visits on Cyber Monday came from apps

              Source ComScore Dec 2016

              eMwebinar

              Chart1

              Online Retail Visits on Cyber Monday
              044
              027
              029

              Sheet1

              copy 2016 eMarketer Inc

              Mobile performance was up across the board

              Compared with 2015 this yearrsquos Cyber Weekend saw

              Smartphone conversion rates up 53

              Average order value up 29

              eMwebinar

              copy 2016 eMarketer Inc

              Product Trends

              copy 2016 eMarketer Inc

              Apparel was the leading category of online purchases over Thanksgiving Weekend

              26

              3639

              43

              0

              50

              Books amp Entertainment Electronics Toys Apparel amp accessories

              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

              Source Branding Brand Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Shoes were one of the fastest growing subcategories for online purchases

              53 year-over-year increase in online purchases of shoes

              Source comScore Dec 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Top 10 toy searches on Hooklogic retailer sites

              1 Hatchimals

              2 Nintendo

              3 Shopkins

              4 Lego

              5 Paw Patrol

              6 NES Classic Edition

              7 PokeacutemonPokeacutemon cards

              8 Barbie

              9 Our Generation

              10 Xbox One

              Source Hooklogic

              eMwebinar

              copy 2016 eMarketer Inc

              Expectations for the Rest of the Season

              copy 2016 eMarketer Inc

              Impact of competitive discounting on holiday ecommerce

              SalesTrafficMargins

              eMwebinar

              copy 2016 eMarketer Inc

              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

              9 of shoppers had completed their shopping by the start

              of Cyber Monday down from 11 in 2015

              23 hadnrsquot started shopping by the start of Cyber Monday

              up from 19 in 2015

              Source National Retail Federation and Prosper Analytics Nov 2016

              eMwebinar

              copy 2016 eMarketer Inc

              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

              eMwebinar

              copy 2016 eMarketer Inc

              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

              eMwebinar

              copy 2016 eMarketer Inc

              Recap

              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

              and a 33 gain for total retail sales looks to be on target

              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

              Mobile As expected mcommerce continues to grow rapidly

              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

              eMwebinar

              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

              - Max Levchin Founder

              54

              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

              The unintended consequence is the incredible impact wersquove had on retailersrdquo

              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

              are empowered to buy what works for them - leading to higher conversions

              $1500M ODERN COUCH

              MONTHLY PAYMENTS AS LOW AS

              $51671mo for 3 months

              $26477mo for 6 months

              $13892mo for 12 months

              55

              Affirm builds trust through transparency

              Modern financing delivers results for retailers

              Source Affirm Merchant Case Study March 2016

              57

              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

              are typically in pursuit of big sales and slashed prices however we sold our

              $2000+ bikes for full price ldquo

              2016 Affirm Holiday Shopping Report December 2016

              - Graham Stanton President and co-founder of Peloton

              aff i rmcombusiness

              copy 2016 eMarketer Inc

              Learn more about digital marketing with an eMarketer corporate subscription

              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

              QampA Session

              Made possible by

              You will receive an email tomorrow with a link to view the

              deck and webinar recording

              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

              Yory Wurmser

              Mid-Holiday Season Retail Update amp Post-Thanksgiving

              Recap

              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

              US Mcommerce Update 2016 Behind the Rapid Growth

              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

              Performance Marketing in Retail

              • Slide Number 1
              • Agenda
              • Slide Number 3
              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
              • Short Answer
              • Longer Answer A lot has happened since September
              • 1 Economic performance since September Q3 economic figures were revised upward
              • Preliminary October and November numbers also indicate a strong US economy
              • Consumer confidence rebounded strongly in November
              • 2 Online shopping around the election was depressed
              • As a result of the election ecommerce growth in the first half of November came in low
              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
              • hellip But in-store retail sales still fell
              • Amazon Prime members are increasingly skipping Black Friday crowds
              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
              • Thanksgiving Weekend online sales went up sharply
              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
              • Slide Number 20
              • Backstory Amazon has been laying waste to other retailers in ecommerce
              • Amazon is becoming a leading product search engine for mobile shoppers
              • Backstory Amazon has been laying waste to other retailers in ecommerce
              • Retailers fought back this year with digital advertising and steeper discounts
              • While digital spending went up total ad spending by big retailers went down
              • Retailers also seem to be doing a better job with in-store pickup of online purchases
              • Net promoter scores for online shoppers of omnichannel retailers went up in November
              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
              • Slide Number 30
              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
              • lsquoThanksgiving Eversquo is becoming a bigger event
              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
              • Slide Number 35
              • US retail mcommerce sales are expected to accelerate in 2016
              • The largest part of mcommerce growth will come from purchases via smartphones
              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
              • Mcommercersquos sales share peaked on Thanksgiving Day
              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
              • The majority of mobile shopping visits on Cyber Monday came from apps
              • Mobile performance was up across the board
              • Slide Number 43
              • Apparel was the leading category of online purchases over Thanksgiving Weekend
              • Shoes were one of the fastest growing subcategories for online purchases
              • Top 10 toy searches on Hooklogic retailer sites
              • Slide Number 47
              • Impact of competitive discounting on holiday ecommerce
              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
              • Recap
              • Slide Number 53
              • Slide Number 54
              • Slide Number 55
              • Slide Number 56
              • Slide Number 57
              • Slide Number 58
              • Slide Number 59
                Online Retail Visits on Cyber Monday
                Desktop44
                Mobile Web27
                Mobile App29
                Desktop
                Mobile Web
                Mobile App
                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                1 Input category names dates and data into CHART DATA section below
                (if your s arent s first change the cell format to numbers)
                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                3 Make other formatting changes as desired to make chart fit your needs
                4 Use color for emphasis
                CHART DATA
                2011201220132014201520162020
                CAT1222730344046
                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                CHART DATA
                AugSeptOctNov20192020
                CAT11018104110081071095096
                CAT2810820830840850860
                CAT3710720730740750760
                CAT4610620630640650660
                CAT5510520530540550560
                CAT6410420430440450460
                CAT7310320330340350360
                CAT8210220230240250260
                CAT9110120130140150160
                CAT10102030405060
                INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                CHART DATA
                20142015
                CAT1900950
                CAT2800850
                CAT3700750
                CAT4600650
                CAT5500550
                CAT6400450
                CAT7300350
                CAT8200250
                CAT9100150
                CAT100050
                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                CHART DATA
                2Election Day1Cyber SundayCyber Monday20192020
                Mobile Share of Online Orders5348504841950960
                CAT2800810820830840850860
                CAT3700710720730740750760
                CAT4600610620630640650660
                CAT5500510520530540550560
                CAT6400410420430440450460
                CAT7300310320330340350360
                CAT8200210220230240250260
                CAT9100110120130140150160
                CAT1000102030405060
                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                CHART DATA
                Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                Mobile Share of Online Orders5348504841950960
                CAT2800810820830840850860
                CAT3700710720730740750760
                CAT4600610620630640650660
                CAT5500510520530540550560
                CAT6400410420430440450460
                CAT7300310320330340350360
                CAT8200210220230240250260
                CAT9100110120130140150160
                CAT1000102030405060
                INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                CHART DATA 1
                CAT1Cyber MondayBlack FridayThanksgiving
                Pure Play393225
                Multichannel616875
                CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                AB
                CAT11010
                CAT21010
                CAT31010
                CAT41010
                CAT51010
                CAT61010
                CAT71010
                CAT81010
                CAT91010
                CAT101010
                INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                CHART DATA
                Data Series Label
                CAT1066 B
                CAT2150 B
                CAT3173 B
                CAT4209 B
                CAT5233 B
                CAT6238 B
                CAT7327 B
                CAT8343 B
                CAT9349 B
                CAT10665 B
                INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                Do not editCHART DATA
                DOT SPACING
                COLUMNS20152016
                11CAT11$13335$16115
                10CAT10$8083$10320
                9CAT9$1672$2221
                8CAT8$1167$1464
                7CAT7$1037$1202
                6CAT6$926$1125
                5CAT5$766$896
                4CAT4$284$378
                3CAT3$184$248
                2CAT2$199$255DOT PLOT
                1CAT1$14362$16614
                CHART DATA
                20152016
                CAT11340950
                CAT10800850
                CAT9700750
                CAT8600650
                CAT7500550
                CAT6400450
                CAT5300350
                CAT4200250
                CAT3220440
                CAT2340540
                CAT1220360
                INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                CHART DATA
                2014201520162017201820192020
                CAT1900910920930940950960
                CAT2800810820830840850860
                CAT3700710720730740750760
                CAT4600610620630640650660
                CAT5500510520530540550560
                CAT6400410420430440450460
                CAT7300310320330340350360
                CAT8200210220230240250260
                CAT9100110120130140150160
                CAT1000102030405060
                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                CHART DATA
                201320142015201620192020
                CAT1$102$115$116$128095096
                CAT2810820830840850860
                CAT3710720730740750760
                CAT4610620630640650660
                CAT5510520530540550560
                CAT6410420430440450460
                CAT7310320330340350360
                CAT8210220230240250260
                CAT9110120130140150160
                CAT10102030405060
                INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                CHART DATA 1
                CAT1Cyber MondayBlack FridayThanksgiving
                Pure Play432717
                Multichannel577357
                CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                AB
                CAT11010
                CAT21010
                CAT31010
                CAT41010
                CAT51010
                CAT61010
                CAT71010
                CAT81010
                CAT91010
                CAT101010
                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                CHART DATA
                201320142015201620192020
                CAT1$102$115$116$128095096
                CAT2810820830840850860
                CAT3710720730740750760
                CAT4610620630640650660
                CAT5510520530540550560
                CAT6410420430440450460
                CAT7310320330340350360
                CAT8210220230240250260
                CAT9110120130140150160
                CAT10102030405060
                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                1 Input category names dates and data into CHART DATA section below
                (if your s arent s first change the cell format to numbers)
                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                3 Make other formatting changes as desired to make chart fit your needs
                4 Use color for emphasis
                CHART DATA
                201520162020
                Prime Members Who Will Shop in Stores on Black Friday6559
                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                1 Input category names dates and data into CHART DATA section below
                (if your s arent s first change the cell format to numbers)
                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                3 Make other formatting changes as desired to make chart fit your needs
                4 Use color for emphasis
                CHART DATA
                Black FridayBlack SaturdayBlack Sunday
                Year-over-Year Change in Foot Traffic00-21-25
                F
                Black Friday
                Black Saturday
                Black Sunday

                copy 2016 eMarketer Inc

                Preliminary October and November numbers also indicate a strong US economy

                October

                06 increase in incomes in October

                best since April

                Source Department of Commerce Nov 2016

                14 Increase in spending on nondurable goods

                Source Department of Commerce Nov 2016

                November

                216000additional private sector jobs

                Source ADP Nov 2016

                46Unemployment rate in November

                lowest since August 2007

                Source Department of Labor Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Consumer confidence rebounded strongly in November

                1071 was the highest consumer confidence level since July 2007

                1018

                1071

                90

                110

                Aug Sept Oct Nov

                Source The Conference Board Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                2 Online shopping around the election was depressed

                1116 16

                12

                41 -5 -16 -23

                24

                -30

                0

                30 Product Page Views on the Hooklogic Network

                Source Hooklogic Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                As a result of the election ecommerce growth in the first half of November came in low

                135increase in online sales

                between November 1 and November 14Source Adobe Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                3 Thanksgiving Weekend saw healthy gains in spending per shopper

                $102

                $128

                50

                100

                150

                2013 2014 2015 2016

                Source Gallup Tracking Poll Nov 26-28 2016

                eMwebinar

                copy 2016 eMarketer Inc

                A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

                Source Shoppertrak Nov 2016

                eMwebinar

                Chart1

                Year-over-Year Change in Foot Traffic
                0
                -0021
                -0025

                Foot traffic

                Foot traffic

                Source Shoppertrak
                Year-over-Year Change in Foot Traffic

                Amazon Prime shoppers

                Step by step instructions on how to edit a Vertical Bar
                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                4) Turn onoff Categories as required

                Amazon Prime shoppers

                Source InfoScout Nov 26 Survey of Prime members
                Prime Members Who Will Shop in Stores on Black Friday

                Mobile Share (CA)

                Step by step instructions on how to edit a Vertical Bar
                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                4) Turn onoff Categories as required

                Mobile Share (CA)

                Source Gallup
                CAT1
                []

                Comscore share (2)

                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                7) Change Number Category from Percentage to Number
                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                8) Press Reset on the maximum bounds number
                9) change Units-Major value to match the Bounds-Maximum value
                Do this by clicking once then a second time this will select a single data label
                5) Delete all data labels leaving only the first and last
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Comscore share (2)

                Cyber Monday
                Black Friday
                Source comScore Percent share of desktop ecommerce
                Pure Play
                Multichannel

                Black Friday spending

                B
                Chart title here (Unit value here)
                A
                CAT1
                CAT2
                CAT3
                CAT4
                CAT5
                CAT6
                CAT7
                CAT8
                CAT9
                CAT10
                [VALUE]

                Area Graph

                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                1) Start data entry at cell I19
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                4) Turn onoff Categories as required
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Area Graph

                Source Gallup
                CAT1
                []

                Dot Plot

                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                7) Change Number Category from Percentage to Number
                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                8) Press Reset on the maximum bounds number
                9) change Units-Major value to match the Bounds-Maximum value
                Do this by clicking once then a second time this will select a single data label
                5) Delete all data labels leaving only the first and last
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Dot Plot

                CAT1
                CAT2
                CAT3
                CAT4
                CAT5
                CAT6
                CAT7
                CAT8
                CAT9
                CAT10
                Chart title here (Unit value here)
                CAT1
                CAT2
                CAT3
                CAT4
                CAT5
                CAT6
                CAT7
                CAT8
                CAT9
                CAT10

                Horizontal Bar

                Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                6) Change Number Category from Percentage to Number
                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                7) Press Reset on the maximum bounds number
                8) change Units-Major value to match the Bounds-Maximum value
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Horizontal Bar

                2015
                2016
                CAT11
                CAT10
                CAT9
                CAT8
                CAT7
                CAT6
                CAT5
                CAT4
                CAT3
                CAT2
                CAT1
                Chart title here (Unit value here)
                2016
                2015

                Comscore share

                2015
                2016
                CAT11
                CAT10
                CAT9
                CAT8
                CAT7
                CAT6
                CAT5
                CAT4
                CAT3
                CAT2
                CAT1
                Chart title here (Unit value here)
                2016
                2015

                Line Graph

                Step by step instructions on how to edit a Dot Plot
                2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                1) Start data entry at CAT1
                6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                3) Select chart and click on the top right + (Chart Elements)
                4) Turn on Axes
                6) Turn off Axes
                7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Line Graph

                Chart title here (Unit value here)
                Data Series Label

                Election impact

                Step by step instructions on how to edit a Horizontal Bar
                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                4) Turn onoff Series Categories as required
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Election impact

                Cyber Monday
                Black Friday
                Source comScore Percent share of desktop ecommerce
                Pure Play
                Multichannel

                Slope Graph

                B
                Chart title here (Unit value here)
                A
                CAT1
                CAT2
                CAT3
                CAT4
                CAT5
                CAT6
                CAT7
                CAT8
                CAT9
                CAT10
                [VALUE]

                Consumer Confidence

                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                1) Start data entry at cell I19
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                4) Turn onoff Categories as required
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Consumer Confidence

                Source Channel Advisor
                Mobile Share of Online Orders

                Vertical bar

                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                7) Change Number Category from Percentage to Number
                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                8) Press Reset on the maximum bounds number
                9) change Units-Major value to match the Bounds-Maximum value
                Do this by clicking once then a second time this will select a single data label
                5) Delete all data labels leaving only the first and last
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                Vertical bar

                Source Hooklogic
                Mobile Share of Online Orders
                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                7) Change Number Category from Percentage to Number
                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                8) Press Reset on the maximum bounds number
                9) change Units-Major value to match the Bounds-Maximum value
                Do this by clicking once then a second time this will select a single data label
                5) Delete all data labels leaving only the first and last
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                Chart title here (Unit value here)
                CAT1
                CAT2
                CAT3
                CAT4
                CAT5
                CAT6
                CAT7
                CAT8
                CAT9
                CAT10
                CAT1
                CAT2
                CAT3
                CAT4
                CAT5
                CAT6
                CAT7
                CAT8
                CAT9
                CAT10
                Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                6) Change Number Category from Percentage to Number
                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                7) Press Reset on the maximum bounds number
                8) change Units-Major value to match the Bounds-Maximum value
                3) Select chart and click on the top right + (Chart Elements)
                4) Turn on Primary Vertical
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                Source The Conference Board
                CAT1
                []
                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                7) Change Number Category from Percentage to Number
                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                4) Turn onoff Series Categories as required
                8) Press Reset on the maximum bounds number
                9) change Units-Major value to match the Bounds-Maximum value
                Do this by clicking once then a second time this will select a single data label
                5) Delete all data labels leaving only the first and last
                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                CAT1
                Step by step instructions on how to edit a Vertical Bar
                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                1) Start data entry at CAT1
                3) Select chart and click on the top right funnel symbol (Chart Filters)
                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                4) Turn onoff Categories as required

                copy 2016 eMarketer Inc

                hellip But in-store retail sales still fell

                -50net sales on Thanksgiving Day and Black Friday

                Source RetailNext Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Amazon Prime members are increasingly skipping Black Friday crowds

                6559

                0

                100

                2015 2016

                Prime Members Who Will Shop in Stores on Black Friday

                Source InfoScout Nov 26 survey of Prime members

                eMwebinar

                copy 2016 eMarketer Inc

                Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                44 of consumers

                shopped online

                40 of consumers

                shopped in-store

                Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Thanksgiving Weekend online sales went up sharply

                eMwebinar

                copy 2016 eMarketer Inc

                Only 19 of US smartphone users bought the majority of their purchases spontaneously

                eMwebinar

                copy 2016 eMarketer Inc

                Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                SeptemberndashNovember economic performance

                Election effect

                Thanksgiving and Cyber Week

                Total Retail Ecommerce

                eMwebinar

                copy 2016 eMarketer Inc

                Big Retailers Launch Online Counterattack

                copy 2016 eMarketer Inc

                Backstory Amazon has been laying waste to other retailers in ecommerce

                2227 30 34

                4046

                0

                100

                2011 2012 2013 2014 2015 2016

                Amazonrsquos Share of Retail Ecommerce Sales

                Source Institute for Local Self-Reliance

                eMwebinar

                copy 2016 eMarketer Inc

                Amazon is becoming a leading product search engine for mobile shoppers

                eMwebinar

                copy 2016 eMarketer Inc

                Backstory Amazon has been laying waste to other retailers in ecommerce

                Amazon accounted for at least

                37 of US ecommerce sales from November 24ndash28

                Source Internet Retailer Nov 29 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                While digital spending went up total ad spending by big retailers went down

                -9drop in overall retailer ad spending in the four weeks

                ending on November 27Source Kantar Media Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Retailers also seem to be doing a better job with in-store pickup of online purchases

                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                eMwebinar

                copy 2016 eMarketer Inc

                Net promoter scores for online shoppers of omnichannel retailers went up in November

                39 in October 2016 to 45 in November 2016

                Amazon stayed flat albeit at a higher level

                Source Bain amp Company Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                39

                32

                25

                61

                68

                75

                0 100Pure Play Multichannel

                Cyber Monday

                Black Friday

                Percent share of desktop ecommerce

                Thanksgiving

                43

                27

                17

                57

                73

                83

                0 100Pure Play Multichannel

                Cyber Monday

                Black Friday

                Percent share of desktop ecommerce

                Thanksgiving

                2015 2016

                Source comScore Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                eMwebinar

                copy 2016 eMarketer Inc

                Thanksgiving Promotions Starting Earlier and Ending

                Later

                copy 2016 eMarketer Inc

                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                (pre-Black Friday Sale)

                BLACKFRIDAY(select deals)

                Image Creative commons

                November 2016

                eMwebinar

                copy 2016 eMarketer Inc

                lsquoThanksgiving Eversquo is becoming a bigger event

                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                eMwebinar

                copy 2016 eMarketer Inc

                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                The peak online shopping hour on Cyber Monday

                NetElixir 7-8pm Hooklogic 8-9pm

                Bloomreach 630pm

                eMwebinar

                copy 2016 eMarketer Inc

                Mobile Commerce Revolution Continues

                copy 2016 eMarketer Inc

                US retail mcommerce sales are expected to accelerate in 2016

                Mcommerce sales will rise 432 in 2016

                eMwebinar

                copy 2016 eMarketer Inc

                The largest part of mcommerce growth will come from purchases via smartphones

                eMwebinar

                copy 2016 eMarketer Inc

                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                26

                41

                29

                0

                50

                Thanksgiving Day Black Friday Cyber Monday

                Mcommerce Sales Growth 2015ndash2016

                Source comScore Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Mcommercersquos sales share peaked on Thanksgiving Day

                eMwebinar

                copy 2016 eMarketer Inc

                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                5350 52 51

                43

                0

                100Mobile Share of Unique

                User Visits

                Source Hooklogic Nov 2016

                5755 59 58

                47

                0

                100Mobile Share of Visits

                Source NetElixir Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                The majority of mobile shopping visits on Cyber Monday came from apps

                Source ComScore Dec 2016

                eMwebinar

                Chart1

                Online Retail Visits on Cyber Monday
                044
                027
                029

                Sheet1

                copy 2016 eMarketer Inc

                Mobile performance was up across the board

                Compared with 2015 this yearrsquos Cyber Weekend saw

                Smartphone conversion rates up 53

                Average order value up 29

                eMwebinar

                copy 2016 eMarketer Inc

                Product Trends

                copy 2016 eMarketer Inc

                Apparel was the leading category of online purchases over Thanksgiving Weekend

                26

                3639

                43

                0

                50

                Books amp Entertainment Electronics Toys Apparel amp accessories

                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                Source Branding Brand Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Shoes were one of the fastest growing subcategories for online purchases

                53 year-over-year increase in online purchases of shoes

                Source comScore Dec 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Top 10 toy searches on Hooklogic retailer sites

                1 Hatchimals

                2 Nintendo

                3 Shopkins

                4 Lego

                5 Paw Patrol

                6 NES Classic Edition

                7 PokeacutemonPokeacutemon cards

                8 Barbie

                9 Our Generation

                10 Xbox One

                Source Hooklogic

                eMwebinar

                copy 2016 eMarketer Inc

                Expectations for the Rest of the Season

                copy 2016 eMarketer Inc

                Impact of competitive discounting on holiday ecommerce

                SalesTrafficMargins

                eMwebinar

                copy 2016 eMarketer Inc

                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                9 of shoppers had completed their shopping by the start

                of Cyber Monday down from 11 in 2015

                23 hadnrsquot started shopping by the start of Cyber Monday

                up from 19 in 2015

                Source National Retail Federation and Prosper Analytics Nov 2016

                eMwebinar

                copy 2016 eMarketer Inc

                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                eMwebinar

                copy 2016 eMarketer Inc

                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                eMwebinar

                copy 2016 eMarketer Inc

                Recap

                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                and a 33 gain for total retail sales looks to be on target

                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                Mobile As expected mcommerce continues to grow rapidly

                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                eMwebinar

                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                - Max Levchin Founder

                54

                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                are empowered to buy what works for them - leading to higher conversions

                $1500M ODERN COUCH

                MONTHLY PAYMENTS AS LOW AS

                $51671mo for 3 months

                $26477mo for 6 months

                $13892mo for 12 months

                55

                Affirm builds trust through transparency

                Modern financing delivers results for retailers

                Source Affirm Merchant Case Study March 2016

                57

                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                are typically in pursuit of big sales and slashed prices however we sold our

                $2000+ bikes for full price ldquo

                2016 Affirm Holiday Shopping Report December 2016

                - Graham Stanton President and co-founder of Peloton

                aff i rmcombusiness

                copy 2016 eMarketer Inc

                Learn more about digital marketing with an eMarketer corporate subscription

                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                QampA Session

                Made possible by

                You will receive an email tomorrow with a link to view the

                deck and webinar recording

                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                Yory Wurmser

                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                Recap

                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                US Mcommerce Update 2016 Behind the Rapid Growth

                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                Performance Marketing in Retail

                • Slide Number 1
                • Agenda
                • Slide Number 3
                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                • Short Answer
                • Longer Answer A lot has happened since September
                • 1 Economic performance since September Q3 economic figures were revised upward
                • Preliminary October and November numbers also indicate a strong US economy
                • Consumer confidence rebounded strongly in November
                • 2 Online shopping around the election was depressed
                • As a result of the election ecommerce growth in the first half of November came in low
                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                • hellip But in-store retail sales still fell
                • Amazon Prime members are increasingly skipping Black Friday crowds
                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                • Thanksgiving Weekend online sales went up sharply
                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                • Slide Number 20
                • Backstory Amazon has been laying waste to other retailers in ecommerce
                • Amazon is becoming a leading product search engine for mobile shoppers
                • Backstory Amazon has been laying waste to other retailers in ecommerce
                • Retailers fought back this year with digital advertising and steeper discounts
                • While digital spending went up total ad spending by big retailers went down
                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                • Slide Number 30
                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                • lsquoThanksgiving Eversquo is becoming a bigger event
                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                • Slide Number 35
                • US retail mcommerce sales are expected to accelerate in 2016
                • The largest part of mcommerce growth will come from purchases via smartphones
                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                • Mcommercersquos sales share peaked on Thanksgiving Day
                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                • The majority of mobile shopping visits on Cyber Monday came from apps
                • Mobile performance was up across the board
                • Slide Number 43
                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                • Shoes were one of the fastest growing subcategories for online purchases
                • Top 10 toy searches on Hooklogic retailer sites
                • Slide Number 47
                • Impact of competitive discounting on holiday ecommerce
                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                • Recap
                • Slide Number 53
                • Slide Number 54
                • Slide Number 55
                • Slide Number 56
                • Slide Number 57
                • Slide Number 58
                • Slide Number 59
                  Online Retail Visits on Cyber Monday
                  Desktop44
                  Mobile Web27
                  Mobile App29
                  Desktop
                  Mobile Web
                  Mobile App
                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                  1 Input category names dates and data into CHART DATA section below
                  (if your s arent s first change the cell format to numbers)
                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                  3 Make other formatting changes as desired to make chart fit your needs
                  4 Use color for emphasis
                  CHART DATA
                  2011201220132014201520162020
                  CAT1222730344046
                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                  CHART DATA
                  AugSeptOctNov20192020
                  CAT11018104110081071095096
                  CAT2810820830840850860
                  CAT3710720730740750760
                  CAT4610620630640650660
                  CAT5510520530540550560
                  CAT6410420430440450460
                  CAT7310320330340350360
                  CAT8210220230240250260
                  CAT9110120130140150160
                  CAT10102030405060
                  INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                  CHART DATA
                  20142015
                  CAT1900950
                  CAT2800850
                  CAT3700750
                  CAT4600650
                  CAT5500550
                  CAT6400450
                  CAT7300350
                  CAT8200250
                  CAT9100150
                  CAT100050
                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                  CHART DATA
                  2Election Day1Cyber SundayCyber Monday20192020
                  Mobile Share of Online Orders5348504841950960
                  CAT2800810820830840850860
                  CAT3700710720730740750760
                  CAT4600610620630640650660
                  CAT5500510520530540550560
                  CAT6400410420430440450460
                  CAT7300310320330340350360
                  CAT8200210220230240250260
                  CAT9100110120130140150160
                  CAT1000102030405060
                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                  CHART DATA
                  Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                  Mobile Share of Online Orders5348504841950960
                  CAT2800810820830840850860
                  CAT3700710720730740750760
                  CAT4600610620630640650660
                  CAT5500510520530540550560
                  CAT6400410420430440450460
                  CAT7300310320330340350360
                  CAT8200210220230240250260
                  CAT9100110120130140150160
                  CAT1000102030405060
                  INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                  CHART DATA 1
                  CAT1Cyber MondayBlack FridayThanksgiving
                  Pure Play393225
                  Multichannel616875
                  CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                  AB
                  CAT11010
                  CAT21010
                  CAT31010
                  CAT41010
                  CAT51010
                  CAT61010
                  CAT71010
                  CAT81010
                  CAT91010
                  CAT101010
                  INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                  CHART DATA
                  Data Series Label
                  CAT1066 B
                  CAT2150 B
                  CAT3173 B
                  CAT4209 B
                  CAT5233 B
                  CAT6238 B
                  CAT7327 B
                  CAT8343 B
                  CAT9349 B
                  CAT10665 B
                  INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                  Do not editCHART DATA
                  DOT SPACING
                  COLUMNS20152016
                  11CAT11$13335$16115
                  10CAT10$8083$10320
                  9CAT9$1672$2221
                  8CAT8$1167$1464
                  7CAT7$1037$1202
                  6CAT6$926$1125
                  5CAT5$766$896
                  4CAT4$284$378
                  3CAT3$184$248
                  2CAT2$199$255DOT PLOT
                  1CAT1$14362$16614
                  CHART DATA
                  20152016
                  CAT11340950
                  CAT10800850
                  CAT9700750
                  CAT8600650
                  CAT7500550
                  CAT6400450
                  CAT5300350
                  CAT4200250
                  CAT3220440
                  CAT2340540
                  CAT1220360
                  INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                  CHART DATA
                  2014201520162017201820192020
                  CAT1900910920930940950960
                  CAT2800810820830840850860
                  CAT3700710720730740750760
                  CAT4600610620630640650660
                  CAT5500510520530540550560
                  CAT6400410420430440450460
                  CAT7300310320330340350360
                  CAT8200210220230240250260
                  CAT9100110120130140150160
                  CAT1000102030405060
                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                  CHART DATA
                  201320142015201620192020
                  CAT1$102$115$116$128095096
                  CAT2810820830840850860
                  CAT3710720730740750760
                  CAT4610620630640650660
                  CAT5510520530540550560
                  CAT6410420430440450460
                  CAT7310320330340350360
                  CAT8210220230240250260
                  CAT9110120130140150160
                  CAT10102030405060
                  INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                  CHART DATA 1
                  CAT1Cyber MondayBlack FridayThanksgiving
                  Pure Play432717
                  Multichannel577357
                  CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                  AB
                  CAT11010
                  CAT21010
                  CAT31010
                  CAT41010
                  CAT51010
                  CAT61010
                  CAT71010
                  CAT81010
                  CAT91010
                  CAT101010
                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                  CHART DATA
                  201320142015201620192020
                  CAT1$102$115$116$128095096
                  CAT2810820830840850860
                  CAT3710720730740750760
                  CAT4610620630640650660
                  CAT5510520530540550560
                  CAT6410420430440450460
                  CAT7310320330340350360
                  CAT8210220230240250260
                  CAT9110120130140150160
                  CAT10102030405060
                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                  1 Input category names dates and data into CHART DATA section below
                  (if your s arent s first change the cell format to numbers)
                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                  3 Make other formatting changes as desired to make chart fit your needs
                  4 Use color for emphasis
                  CHART DATA
                  201520162020
                  Prime Members Who Will Shop in Stores on Black Friday6559
                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                  1 Input category names dates and data into CHART DATA section below
                  (if your s arent s first change the cell format to numbers)
                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                  3 Make other formatting changes as desired to make chart fit your needs
                  4 Use color for emphasis
                  CHART DATA
                  Black FridayBlack SaturdayBlack Sunday
                  Year-over-Year Change in Foot Traffic00-21-25
                  F
                  Black Friday
                  Black Saturday
                  Black Sunday

                  copy 2016 eMarketer Inc

                  Consumer confidence rebounded strongly in November

                  1071 was the highest consumer confidence level since July 2007

                  1018

                  1071

                  90

                  110

                  Aug Sept Oct Nov

                  Source The Conference Board Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  2 Online shopping around the election was depressed

                  1116 16

                  12

                  41 -5 -16 -23

                  24

                  -30

                  0

                  30 Product Page Views on the Hooklogic Network

                  Source Hooklogic Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  As a result of the election ecommerce growth in the first half of November came in low

                  135increase in online sales

                  between November 1 and November 14Source Adobe Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  3 Thanksgiving Weekend saw healthy gains in spending per shopper

                  $102

                  $128

                  50

                  100

                  150

                  2013 2014 2015 2016

                  Source Gallup Tracking Poll Nov 26-28 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

                  Source Shoppertrak Nov 2016

                  eMwebinar

                  Chart1

                  Year-over-Year Change in Foot Traffic
                  0
                  -0021
                  -0025

                  Foot traffic

                  Foot traffic

                  Source Shoppertrak
                  Year-over-Year Change in Foot Traffic

                  Amazon Prime shoppers

                  Step by step instructions on how to edit a Vertical Bar
                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  4) Turn onoff Categories as required

                  Amazon Prime shoppers

                  Source InfoScout Nov 26 Survey of Prime members
                  Prime Members Who Will Shop in Stores on Black Friday

                  Mobile Share (CA)

                  Step by step instructions on how to edit a Vertical Bar
                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  4) Turn onoff Categories as required

                  Mobile Share (CA)

                  Source Gallup
                  CAT1
                  []

                  Comscore share (2)

                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  7) Change Number Category from Percentage to Number
                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  8) Press Reset on the maximum bounds number
                  9) change Units-Major value to match the Bounds-Maximum value
                  Do this by clicking once then a second time this will select a single data label
                  5) Delete all data labels leaving only the first and last
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Comscore share (2)

                  Cyber Monday
                  Black Friday
                  Source comScore Percent share of desktop ecommerce
                  Pure Play
                  Multichannel

                  Black Friday spending

                  B
                  Chart title here (Unit value here)
                  A
                  CAT1
                  CAT2
                  CAT3
                  CAT4
                  CAT5
                  CAT6
                  CAT7
                  CAT8
                  CAT9
                  CAT10
                  [VALUE]

                  Area Graph

                  Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                  2) If needed change the number of categories see Step 3 Otherwise go to step 5
                  1) Start data entry at cell I19
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  4) Turn onoff Categories as required
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Area Graph

                  Source Gallup
                  CAT1
                  []

                  Dot Plot

                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  7) Change Number Category from Percentage to Number
                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  8) Press Reset on the maximum bounds number
                  9) change Units-Major value to match the Bounds-Maximum value
                  Do this by clicking once then a second time this will select a single data label
                  5) Delete all data labels leaving only the first and last
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Dot Plot

                  CAT1
                  CAT2
                  CAT3
                  CAT4
                  CAT5
                  CAT6
                  CAT7
                  CAT8
                  CAT9
                  CAT10
                  Chart title here (Unit value here)
                  CAT1
                  CAT2
                  CAT3
                  CAT4
                  CAT5
                  CAT6
                  CAT7
                  CAT8
                  CAT9
                  CAT10

                  Horizontal Bar

                  Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  6) Change Number Category from Percentage to Number
                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  7) Press Reset on the maximum bounds number
                  8) change Units-Major value to match the Bounds-Maximum value
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Horizontal Bar

                  2015
                  2016
                  CAT11
                  CAT10
                  CAT9
                  CAT8
                  CAT7
                  CAT6
                  CAT5
                  CAT4
                  CAT3
                  CAT2
                  CAT1
                  Chart title here (Unit value here)
                  2016
                  2015

                  Comscore share

                  2015
                  2016
                  CAT11
                  CAT10
                  CAT9
                  CAT8
                  CAT7
                  CAT6
                  CAT5
                  CAT4
                  CAT3
                  CAT2
                  CAT1
                  Chart title here (Unit value here)
                  2016
                  2015

                  Line Graph

                  Step by step instructions on how to edit a Dot Plot
                  2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                  1) Start data entry at CAT1
                  6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  3) Select chart and click on the top right + (Chart Elements)
                  4) Turn on Axes
                  6) Turn off Axes
                  7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Line Graph

                  Chart title here (Unit value here)
                  Data Series Label

                  Election impact

                  Step by step instructions on how to edit a Horizontal Bar
                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  4) Turn onoff Series Categories as required
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Election impact

                  Cyber Monday
                  Black Friday
                  Source comScore Percent share of desktop ecommerce
                  Pure Play
                  Multichannel

                  Slope Graph

                  B
                  Chart title here (Unit value here)
                  A
                  CAT1
                  CAT2
                  CAT3
                  CAT4
                  CAT5
                  CAT6
                  CAT7
                  CAT8
                  CAT9
                  CAT10
                  [VALUE]

                  Consumer Confidence

                  Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                  2) If needed change the number of categories see Step 3 Otherwise go to step 5
                  1) Start data entry at cell I19
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  4) Turn onoff Categories as required
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Consumer Confidence

                  Source Channel Advisor
                  Mobile Share of Online Orders

                  Vertical bar

                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  7) Change Number Category from Percentage to Number
                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  8) Press Reset on the maximum bounds number
                  9) change Units-Major value to match the Bounds-Maximum value
                  Do this by clicking once then a second time this will select a single data label
                  5) Delete all data labels leaving only the first and last
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                  Vertical bar

                  Source Hooklogic
                  Mobile Share of Online Orders
                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  7) Change Number Category from Percentage to Number
                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  8) Press Reset on the maximum bounds number
                  9) change Units-Major value to match the Bounds-Maximum value
                  Do this by clicking once then a second time this will select a single data label
                  5) Delete all data labels leaving only the first and last
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                  Chart title here (Unit value here)
                  CAT1
                  CAT2
                  CAT3
                  CAT4
                  CAT5
                  CAT6
                  CAT7
                  CAT8
                  CAT9
                  CAT10
                  CAT1
                  CAT2
                  CAT3
                  CAT4
                  CAT5
                  CAT6
                  CAT7
                  CAT8
                  CAT9
                  CAT10
                  Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  6) Change Number Category from Percentage to Number
                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  7) Press Reset on the maximum bounds number
                  8) change Units-Major value to match the Bounds-Maximum value
                  3) Select chart and click on the top right + (Chart Elements)
                  4) Turn on Primary Vertical
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                  Source The Conference Board
                  CAT1
                  []
                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  7) Change Number Category from Percentage to Number
                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                  4) Turn onoff Series Categories as required
                  8) Press Reset on the maximum bounds number
                  9) change Units-Major value to match the Bounds-Maximum value
                  Do this by clicking once then a second time this will select a single data label
                  5) Delete all data labels leaving only the first and last
                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                  Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                  CAT1
                  Step by step instructions on how to edit a Vertical Bar
                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                  1) Start data entry at CAT1
                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                  4) Turn onoff Categories as required

                  copy 2016 eMarketer Inc

                  hellip But in-store retail sales still fell

                  -50net sales on Thanksgiving Day and Black Friday

                  Source RetailNext Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Amazon Prime members are increasingly skipping Black Friday crowds

                  6559

                  0

                  100

                  2015 2016

                  Prime Members Who Will Shop in Stores on Black Friday

                  Source InfoScout Nov 26 survey of Prime members

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                  44 of consumers

                  shopped online

                  40 of consumers

                  shopped in-store

                  Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Thanksgiving Weekend online sales went up sharply

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Only 19 of US smartphone users bought the majority of their purchases spontaneously

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                  SeptemberndashNovember economic performance

                  Election effect

                  Thanksgiving and Cyber Week

                  Total Retail Ecommerce

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Big Retailers Launch Online Counterattack

                  copy 2016 eMarketer Inc

                  Backstory Amazon has been laying waste to other retailers in ecommerce

                  2227 30 34

                  4046

                  0

                  100

                  2011 2012 2013 2014 2015 2016

                  Amazonrsquos Share of Retail Ecommerce Sales

                  Source Institute for Local Self-Reliance

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Amazon is becoming a leading product search engine for mobile shoppers

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Backstory Amazon has been laying waste to other retailers in ecommerce

                  Amazon accounted for at least

                  37 of US ecommerce sales from November 24ndash28

                  Source Internet Retailer Nov 29 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                  Day and 138 jump on Black Friday Source AdRoll Nov 2016

                  More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                  More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                  Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                  More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  While digital spending went up total ad spending by big retailers went down

                  -9drop in overall retailer ad spending in the four weeks

                  ending on November 27Source Kantar Media Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                  39 in October 2016 to 45 in November 2016

                  Amazon stayed flat albeit at a higher level

                  Source Bain amp Company Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                  39

                  32

                  25

                  61

                  68

                  75

                  0 100Pure Play Multichannel

                  Cyber Monday

                  Black Friday

                  Percent share of desktop ecommerce

                  Thanksgiving

                  43

                  27

                  17

                  57

                  73

                  83

                  0 100Pure Play Multichannel

                  Cyber Monday

                  Black Friday

                  Percent share of desktop ecommerce

                  Thanksgiving

                  2015 2016

                  Source comScore Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Thanksgiving Promotions Starting Earlier and Ending

                  Later

                  copy 2016 eMarketer Inc

                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                  (pre-Black Friday Sale)

                  BLACKFRIDAY(select deals)

                  Image Creative commons

                  November 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  lsquoThanksgiving Eversquo is becoming a bigger event

                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                  The peak online shopping hour on Cyber Monday

                  NetElixir 7-8pm Hooklogic 8-9pm

                  Bloomreach 630pm

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Mobile Commerce Revolution Continues

                  copy 2016 eMarketer Inc

                  US retail mcommerce sales are expected to accelerate in 2016

                  Mcommerce sales will rise 432 in 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  The largest part of mcommerce growth will come from purchases via smartphones

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                  26

                  41

                  29

                  0

                  50

                  Thanksgiving Day Black Friday Cyber Monday

                  Mcommerce Sales Growth 2015ndash2016

                  Source comScore Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Mcommercersquos sales share peaked on Thanksgiving Day

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                  5350 52 51

                  43

                  0

                  100Mobile Share of Unique

                  User Visits

                  Source Hooklogic Nov 2016

                  5755 59 58

                  47

                  0

                  100Mobile Share of Visits

                  Source NetElixir Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  The majority of mobile shopping visits on Cyber Monday came from apps

                  Source ComScore Dec 2016

                  eMwebinar

                  Chart1

                  Online Retail Visits on Cyber Monday
                  044
                  027
                  029

                  Sheet1

                  copy 2016 eMarketer Inc

                  Mobile performance was up across the board

                  Compared with 2015 this yearrsquos Cyber Weekend saw

                  Smartphone conversion rates up 53

                  Average order value up 29

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Product Trends

                  copy 2016 eMarketer Inc

                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                  26

                  3639

                  43

                  0

                  50

                  Books amp Entertainment Electronics Toys Apparel amp accessories

                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                  Source Branding Brand Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Shoes were one of the fastest growing subcategories for online purchases

                  53 year-over-year increase in online purchases of shoes

                  Source comScore Dec 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Top 10 toy searches on Hooklogic retailer sites

                  1 Hatchimals

                  2 Nintendo

                  3 Shopkins

                  4 Lego

                  5 Paw Patrol

                  6 NES Classic Edition

                  7 PokeacutemonPokeacutemon cards

                  8 Barbie

                  9 Our Generation

                  10 Xbox One

                  Source Hooklogic

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Expectations for the Rest of the Season

                  copy 2016 eMarketer Inc

                  Impact of competitive discounting on holiday ecommerce

                  SalesTrafficMargins

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                  9 of shoppers had completed their shopping by the start

                  of Cyber Monday down from 11 in 2015

                  23 hadnrsquot started shopping by the start of Cyber Monday

                  up from 19 in 2015

                  Source National Retail Federation and Prosper Analytics Nov 2016

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                  eMwebinar

                  copy 2016 eMarketer Inc

                  Recap

                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                  and a 33 gain for total retail sales looks to be on target

                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                  Mobile As expected mcommerce continues to grow rapidly

                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                  eMwebinar

                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                  - Max Levchin Founder

                  54

                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                  are empowered to buy what works for them - leading to higher conversions

                  $1500M ODERN COUCH

                  MONTHLY PAYMENTS AS LOW AS

                  $51671mo for 3 months

                  $26477mo for 6 months

                  $13892mo for 12 months

                  55

                  Affirm builds trust through transparency

                  Modern financing delivers results for retailers

                  Source Affirm Merchant Case Study March 2016

                  57

                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                  are typically in pursuit of big sales and slashed prices however we sold our

                  $2000+ bikes for full price ldquo

                  2016 Affirm Holiday Shopping Report December 2016

                  - Graham Stanton President and co-founder of Peloton

                  aff i rmcombusiness

                  copy 2016 eMarketer Inc

                  Learn more about digital marketing with an eMarketer corporate subscription

                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                  QampA Session

                  Made possible by

                  You will receive an email tomorrow with a link to view the

                  deck and webinar recording

                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                  Yory Wurmser

                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                  Recap

                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                  US Mcommerce Update 2016 Behind the Rapid Growth

                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                  Performance Marketing in Retail

                  • Slide Number 1
                  • Agenda
                  • Slide Number 3
                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                  • Short Answer
                  • Longer Answer A lot has happened since September
                  • 1 Economic performance since September Q3 economic figures were revised upward
                  • Preliminary October and November numbers also indicate a strong US economy
                  • Consumer confidence rebounded strongly in November
                  • 2 Online shopping around the election was depressed
                  • As a result of the election ecommerce growth in the first half of November came in low
                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                  • hellip But in-store retail sales still fell
                  • Amazon Prime members are increasingly skipping Black Friday crowds
                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                  • Thanksgiving Weekend online sales went up sharply
                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                  • Slide Number 20
                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                  • Amazon is becoming a leading product search engine for mobile shoppers
                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                  • Retailers fought back this year with digital advertising and steeper discounts
                  • While digital spending went up total ad spending by big retailers went down
                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                  • Slide Number 30
                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                  • lsquoThanksgiving Eversquo is becoming a bigger event
                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                  • Slide Number 35
                  • US retail mcommerce sales are expected to accelerate in 2016
                  • The largest part of mcommerce growth will come from purchases via smartphones
                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                  • Mcommercersquos sales share peaked on Thanksgiving Day
                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                  • The majority of mobile shopping visits on Cyber Monday came from apps
                  • Mobile performance was up across the board
                  • Slide Number 43
                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                  • Shoes were one of the fastest growing subcategories for online purchases
                  • Top 10 toy searches on Hooklogic retailer sites
                  • Slide Number 47
                  • Impact of competitive discounting on holiday ecommerce
                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                  • Recap
                  • Slide Number 53
                  • Slide Number 54
                  • Slide Number 55
                  • Slide Number 56
                  • Slide Number 57
                  • Slide Number 58
                  • Slide Number 59
                    Online Retail Visits on Cyber Monday
                    Desktop44
                    Mobile Web27
                    Mobile App29
                    Desktop
                    Mobile Web
                    Mobile App
                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                    1 Input category names dates and data into CHART DATA section below
                    (if your s arent s first change the cell format to numbers)
                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                    3 Make other formatting changes as desired to make chart fit your needs
                    4 Use color for emphasis
                    CHART DATA
                    2011201220132014201520162020
                    CAT1222730344046
                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                    CHART DATA
                    AugSeptOctNov20192020
                    CAT11018104110081071095096
                    CAT2810820830840850860
                    CAT3710720730740750760
                    CAT4610620630640650660
                    CAT5510520530540550560
                    CAT6410420430440450460
                    CAT7310320330340350360
                    CAT8210220230240250260
                    CAT9110120130140150160
                    CAT10102030405060
                    INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                    CHART DATA
                    20142015
                    CAT1900950
                    CAT2800850
                    CAT3700750
                    CAT4600650
                    CAT5500550
                    CAT6400450
                    CAT7300350
                    CAT8200250
                    CAT9100150
                    CAT100050
                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                    CHART DATA
                    2Election Day1Cyber SundayCyber Monday20192020
                    Mobile Share of Online Orders5348504841950960
                    CAT2800810820830840850860
                    CAT3700710720730740750760
                    CAT4600610620630640650660
                    CAT5500510520530540550560
                    CAT6400410420430440450460
                    CAT7300310320330340350360
                    CAT8200210220230240250260
                    CAT9100110120130140150160
                    CAT1000102030405060
                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                    CHART DATA
                    Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                    Mobile Share of Online Orders5348504841950960
                    CAT2800810820830840850860
                    CAT3700710720730740750760
                    CAT4600610620630640650660
                    CAT5500510520530540550560
                    CAT6400410420430440450460
                    CAT7300310320330340350360
                    CAT8200210220230240250260
                    CAT9100110120130140150160
                    CAT1000102030405060
                    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                    CHART DATA 1
                    CAT1Cyber MondayBlack FridayThanksgiving
                    Pure Play393225
                    Multichannel616875
                    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                    AB
                    CAT11010
                    CAT21010
                    CAT31010
                    CAT41010
                    CAT51010
                    CAT61010
                    CAT71010
                    CAT81010
                    CAT91010
                    CAT101010
                    INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                    CHART DATA
                    Data Series Label
                    CAT1066 B
                    CAT2150 B
                    CAT3173 B
                    CAT4209 B
                    CAT5233 B
                    CAT6238 B
                    CAT7327 B
                    CAT8343 B
                    CAT9349 B
                    CAT10665 B
                    INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                    Do not editCHART DATA
                    DOT SPACING
                    COLUMNS20152016
                    11CAT11$13335$16115
                    10CAT10$8083$10320
                    9CAT9$1672$2221
                    8CAT8$1167$1464
                    7CAT7$1037$1202
                    6CAT6$926$1125
                    5CAT5$766$896
                    4CAT4$284$378
                    3CAT3$184$248
                    2CAT2$199$255DOT PLOT
                    1CAT1$14362$16614
                    CHART DATA
                    20152016
                    CAT11340950
                    CAT10800850
                    CAT9700750
                    CAT8600650
                    CAT7500550
                    CAT6400450
                    CAT5300350
                    CAT4200250
                    CAT3220440
                    CAT2340540
                    CAT1220360
                    INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                    CHART DATA
                    2014201520162017201820192020
                    CAT1900910920930940950960
                    CAT2800810820830840850860
                    CAT3700710720730740750760
                    CAT4600610620630640650660
                    CAT5500510520530540550560
                    CAT6400410420430440450460
                    CAT7300310320330340350360
                    CAT8200210220230240250260
                    CAT9100110120130140150160
                    CAT1000102030405060
                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                    CHART DATA
                    201320142015201620192020
                    CAT1$102$115$116$128095096
                    CAT2810820830840850860
                    CAT3710720730740750760
                    CAT4610620630640650660
                    CAT5510520530540550560
                    CAT6410420430440450460
                    CAT7310320330340350360
                    CAT8210220230240250260
                    CAT9110120130140150160
                    CAT10102030405060
                    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                    CHART DATA 1
                    CAT1Cyber MondayBlack FridayThanksgiving
                    Pure Play432717
                    Multichannel577357
                    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                    AB
                    CAT11010
                    CAT21010
                    CAT31010
                    CAT41010
                    CAT51010
                    CAT61010
                    CAT71010
                    CAT81010
                    CAT91010
                    CAT101010
                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                    CHART DATA
                    201320142015201620192020
                    CAT1$102$115$116$128095096
                    CAT2810820830840850860
                    CAT3710720730740750760
                    CAT4610620630640650660
                    CAT5510520530540550560
                    CAT6410420430440450460
                    CAT7310320330340350360
                    CAT8210220230240250260
                    CAT9110120130140150160
                    CAT10102030405060
                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                    1 Input category names dates and data into CHART DATA section below
                    (if your s arent s first change the cell format to numbers)
                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                    3 Make other formatting changes as desired to make chart fit your needs
                    4 Use color for emphasis
                    CHART DATA
                    201520162020
                    Prime Members Who Will Shop in Stores on Black Friday6559
                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                    1 Input category names dates and data into CHART DATA section below
                    (if your s arent s first change the cell format to numbers)
                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                    3 Make other formatting changes as desired to make chart fit your needs
                    4 Use color for emphasis
                    CHART DATA
                    Black FridayBlack SaturdayBlack Sunday
                    Year-over-Year Change in Foot Traffic00-21-25
                    F
                    Black Friday
                    Black Saturday
                    Black Sunday

                    copy 2016 eMarketer Inc

                    2 Online shopping around the election was depressed

                    1116 16

                    12

                    41 -5 -16 -23

                    24

                    -30

                    0

                    30 Product Page Views on the Hooklogic Network

                    Source Hooklogic Nov 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    As a result of the election ecommerce growth in the first half of November came in low

                    135increase in online sales

                    between November 1 and November 14Source Adobe Nov 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    3 Thanksgiving Weekend saw healthy gains in spending per shopper

                    $102

                    $128

                    50

                    100

                    150

                    2013 2014 2015 2016

                    Source Gallup Tracking Poll Nov 26-28 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

                    Source Shoppertrak Nov 2016

                    eMwebinar

                    Chart1

                    Year-over-Year Change in Foot Traffic
                    0
                    -0021
                    -0025

                    Foot traffic

                    Foot traffic

                    Source Shoppertrak
                    Year-over-Year Change in Foot Traffic

                    Amazon Prime shoppers

                    Step by step instructions on how to edit a Vertical Bar
                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    4) Turn onoff Categories as required

                    Amazon Prime shoppers

                    Source InfoScout Nov 26 Survey of Prime members
                    Prime Members Who Will Shop in Stores on Black Friday

                    Mobile Share (CA)

                    Step by step instructions on how to edit a Vertical Bar
                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    4) Turn onoff Categories as required

                    Mobile Share (CA)

                    Source Gallup
                    CAT1
                    []

                    Comscore share (2)

                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    7) Change Number Category from Percentage to Number
                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    8) Press Reset on the maximum bounds number
                    9) change Units-Major value to match the Bounds-Maximum value
                    Do this by clicking once then a second time this will select a single data label
                    5) Delete all data labels leaving only the first and last
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Comscore share (2)

                    Cyber Monday
                    Black Friday
                    Source comScore Percent share of desktop ecommerce
                    Pure Play
                    Multichannel

                    Black Friday spending

                    B
                    Chart title here (Unit value here)
                    A
                    CAT1
                    CAT2
                    CAT3
                    CAT4
                    CAT5
                    CAT6
                    CAT7
                    CAT8
                    CAT9
                    CAT10
                    [VALUE]

                    Area Graph

                    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                    2) If needed change the number of categories see Step 3 Otherwise go to step 5
                    1) Start data entry at cell I19
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    4) Turn onoff Categories as required
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Area Graph

                    Source Gallup
                    CAT1
                    []

                    Dot Plot

                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    7) Change Number Category from Percentage to Number
                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    8) Press Reset on the maximum bounds number
                    9) change Units-Major value to match the Bounds-Maximum value
                    Do this by clicking once then a second time this will select a single data label
                    5) Delete all data labels leaving only the first and last
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Dot Plot

                    CAT1
                    CAT2
                    CAT3
                    CAT4
                    CAT5
                    CAT6
                    CAT7
                    CAT8
                    CAT9
                    CAT10
                    Chart title here (Unit value here)
                    CAT1
                    CAT2
                    CAT3
                    CAT4
                    CAT5
                    CAT6
                    CAT7
                    CAT8
                    CAT9
                    CAT10

                    Horizontal Bar

                    Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    6) Change Number Category from Percentage to Number
                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    7) Press Reset on the maximum bounds number
                    8) change Units-Major value to match the Bounds-Maximum value
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Horizontal Bar

                    2015
                    2016
                    CAT11
                    CAT10
                    CAT9
                    CAT8
                    CAT7
                    CAT6
                    CAT5
                    CAT4
                    CAT3
                    CAT2
                    CAT1
                    Chart title here (Unit value here)
                    2016
                    2015

                    Comscore share

                    2015
                    2016
                    CAT11
                    CAT10
                    CAT9
                    CAT8
                    CAT7
                    CAT6
                    CAT5
                    CAT4
                    CAT3
                    CAT2
                    CAT1
                    Chart title here (Unit value here)
                    2016
                    2015

                    Line Graph

                    Step by step instructions on how to edit a Dot Plot
                    2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                    1) Start data entry at CAT1
                    6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    3) Select chart and click on the top right + (Chart Elements)
                    4) Turn on Axes
                    6) Turn off Axes
                    7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Line Graph

                    Chart title here (Unit value here)
                    Data Series Label

                    Election impact

                    Step by step instructions on how to edit a Horizontal Bar
                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    4) Turn onoff Series Categories as required
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Election impact

                    Cyber Monday
                    Black Friday
                    Source comScore Percent share of desktop ecommerce
                    Pure Play
                    Multichannel

                    Slope Graph

                    B
                    Chart title here (Unit value here)
                    A
                    CAT1
                    CAT2
                    CAT3
                    CAT4
                    CAT5
                    CAT6
                    CAT7
                    CAT8
                    CAT9
                    CAT10
                    [VALUE]

                    Consumer Confidence

                    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                    2) If needed change the number of categories see Step 3 Otherwise go to step 5
                    1) Start data entry at cell I19
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    4) Turn onoff Categories as required
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Consumer Confidence

                    Source Channel Advisor
                    Mobile Share of Online Orders

                    Vertical bar

                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    7) Change Number Category from Percentage to Number
                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    8) Press Reset on the maximum bounds number
                    9) change Units-Major value to match the Bounds-Maximum value
                    Do this by clicking once then a second time this will select a single data label
                    5) Delete all data labels leaving only the first and last
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                    Vertical bar

                    Source Hooklogic
                    Mobile Share of Online Orders
                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    7) Change Number Category from Percentage to Number
                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    8) Press Reset on the maximum bounds number
                    9) change Units-Major value to match the Bounds-Maximum value
                    Do this by clicking once then a second time this will select a single data label
                    5) Delete all data labels leaving only the first and last
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                    Chart title here (Unit value here)
                    CAT1
                    CAT2
                    CAT3
                    CAT4
                    CAT5
                    CAT6
                    CAT7
                    CAT8
                    CAT9
                    CAT10
                    CAT1
                    CAT2
                    CAT3
                    CAT4
                    CAT5
                    CAT6
                    CAT7
                    CAT8
                    CAT9
                    CAT10
                    Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    6) Change Number Category from Percentage to Number
                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    7) Press Reset on the maximum bounds number
                    8) change Units-Major value to match the Bounds-Maximum value
                    3) Select chart and click on the top right + (Chart Elements)
                    4) Turn on Primary Vertical
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                    Source The Conference Board
                    CAT1
                    []
                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    7) Change Number Category from Percentage to Number
                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                    4) Turn onoff Series Categories as required
                    8) Press Reset on the maximum bounds number
                    9) change Units-Major value to match the Bounds-Maximum value
                    Do this by clicking once then a second time this will select a single data label
                    5) Delete all data labels leaving only the first and last
                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                    Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                    CAT1
                    Step by step instructions on how to edit a Vertical Bar
                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                    1) Start data entry at CAT1
                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                    4) Turn onoff Categories as required

                    copy 2016 eMarketer Inc

                    hellip But in-store retail sales still fell

                    -50net sales on Thanksgiving Day and Black Friday

                    Source RetailNext Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Amazon Prime members are increasingly skipping Black Friday crowds

                    6559

                    0

                    100

                    2015 2016

                    Prime Members Who Will Shop in Stores on Black Friday

                    Source InfoScout Nov 26 survey of Prime members

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                    44 of consumers

                    shopped online

                    40 of consumers

                    shopped in-store

                    Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Thanksgiving Weekend online sales went up sharply

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Only 19 of US smartphone users bought the majority of their purchases spontaneously

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                    SeptemberndashNovember economic performance

                    Election effect

                    Thanksgiving and Cyber Week

                    Total Retail Ecommerce

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Big Retailers Launch Online Counterattack

                    copy 2016 eMarketer Inc

                    Backstory Amazon has been laying waste to other retailers in ecommerce

                    2227 30 34

                    4046

                    0

                    100

                    2011 2012 2013 2014 2015 2016

                    Amazonrsquos Share of Retail Ecommerce Sales

                    Source Institute for Local Self-Reliance

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Amazon is becoming a leading product search engine for mobile shoppers

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Backstory Amazon has been laying waste to other retailers in ecommerce

                    Amazon accounted for at least

                    37 of US ecommerce sales from November 24ndash28

                    Source Internet Retailer Nov 29 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                    Day and 138 jump on Black Friday Source AdRoll Nov 2016

                    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    While digital spending went up total ad spending by big retailers went down

                    -9drop in overall retailer ad spending in the four weeks

                    ending on November 27Source Kantar Media Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                    39 in October 2016 to 45 in November 2016

                    Amazon stayed flat albeit at a higher level

                    Source Bain amp Company Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                    39

                    32

                    25

                    61

                    68

                    75

                    0 100Pure Play Multichannel

                    Cyber Monday

                    Black Friday

                    Percent share of desktop ecommerce

                    Thanksgiving

                    43

                    27

                    17

                    57

                    73

                    83

                    0 100Pure Play Multichannel

                    Cyber Monday

                    Black Friday

                    Percent share of desktop ecommerce

                    Thanksgiving

                    2015 2016

                    Source comScore Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Thanksgiving Promotions Starting Earlier and Ending

                    Later

                    copy 2016 eMarketer Inc

                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                    (pre-Black Friday Sale)

                    BLACKFRIDAY(select deals)

                    Image Creative commons

                    November 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    lsquoThanksgiving Eversquo is becoming a bigger event

                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                    The peak online shopping hour on Cyber Monday

                    NetElixir 7-8pm Hooklogic 8-9pm

                    Bloomreach 630pm

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Mobile Commerce Revolution Continues

                    copy 2016 eMarketer Inc

                    US retail mcommerce sales are expected to accelerate in 2016

                    Mcommerce sales will rise 432 in 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    The largest part of mcommerce growth will come from purchases via smartphones

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                    26

                    41

                    29

                    0

                    50

                    Thanksgiving Day Black Friday Cyber Monday

                    Mcommerce Sales Growth 2015ndash2016

                    Source comScore Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Mcommercersquos sales share peaked on Thanksgiving Day

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                    5350 52 51

                    43

                    0

                    100Mobile Share of Unique

                    User Visits

                    Source Hooklogic Nov 2016

                    5755 59 58

                    47

                    0

                    100Mobile Share of Visits

                    Source NetElixir Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    The majority of mobile shopping visits on Cyber Monday came from apps

                    Source ComScore Dec 2016

                    eMwebinar

                    Chart1

                    Online Retail Visits on Cyber Monday
                    044
                    027
                    029

                    Sheet1

                    copy 2016 eMarketer Inc

                    Mobile performance was up across the board

                    Compared with 2015 this yearrsquos Cyber Weekend saw

                    Smartphone conversion rates up 53

                    Average order value up 29

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Product Trends

                    copy 2016 eMarketer Inc

                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                    26

                    3639

                    43

                    0

                    50

                    Books amp Entertainment Electronics Toys Apparel amp accessories

                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                    Source Branding Brand Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Shoes were one of the fastest growing subcategories for online purchases

                    53 year-over-year increase in online purchases of shoes

                    Source comScore Dec 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Top 10 toy searches on Hooklogic retailer sites

                    1 Hatchimals

                    2 Nintendo

                    3 Shopkins

                    4 Lego

                    5 Paw Patrol

                    6 NES Classic Edition

                    7 PokeacutemonPokeacutemon cards

                    8 Barbie

                    9 Our Generation

                    10 Xbox One

                    Source Hooklogic

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Expectations for the Rest of the Season

                    copy 2016 eMarketer Inc

                    Impact of competitive discounting on holiday ecommerce

                    SalesTrafficMargins

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                    9 of shoppers had completed their shopping by the start

                    of Cyber Monday down from 11 in 2015

                    23 hadnrsquot started shopping by the start of Cyber Monday

                    up from 19 in 2015

                    Source National Retail Federation and Prosper Analytics Nov 2016

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                    eMwebinar

                    copy 2016 eMarketer Inc

                    Recap

                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                    and a 33 gain for total retail sales looks to be on target

                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                    Mobile As expected mcommerce continues to grow rapidly

                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                    eMwebinar

                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                    - Max Levchin Founder

                    54

                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                    are empowered to buy what works for them - leading to higher conversions

                    $1500M ODERN COUCH

                    MONTHLY PAYMENTS AS LOW AS

                    $51671mo for 3 months

                    $26477mo for 6 months

                    $13892mo for 12 months

                    55

                    Affirm builds trust through transparency

                    Modern financing delivers results for retailers

                    Source Affirm Merchant Case Study March 2016

                    57

                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                    are typically in pursuit of big sales and slashed prices however we sold our

                    $2000+ bikes for full price ldquo

                    2016 Affirm Holiday Shopping Report December 2016

                    - Graham Stanton President and co-founder of Peloton

                    aff i rmcombusiness

                    copy 2016 eMarketer Inc

                    Learn more about digital marketing with an eMarketer corporate subscription

                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                    QampA Session

                    Made possible by

                    You will receive an email tomorrow with a link to view the

                    deck and webinar recording

                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                    Yory Wurmser

                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                    Recap

                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                    US Mcommerce Update 2016 Behind the Rapid Growth

                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                    Performance Marketing in Retail

                    • Slide Number 1
                    • Agenda
                    • Slide Number 3
                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                    • Short Answer
                    • Longer Answer A lot has happened since September
                    • 1 Economic performance since September Q3 economic figures were revised upward
                    • Preliminary October and November numbers also indicate a strong US economy
                    • Consumer confidence rebounded strongly in November
                    • 2 Online shopping around the election was depressed
                    • As a result of the election ecommerce growth in the first half of November came in low
                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                    • hellip But in-store retail sales still fell
                    • Amazon Prime members are increasingly skipping Black Friday crowds
                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                    • Thanksgiving Weekend online sales went up sharply
                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                    • Slide Number 20
                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                    • Amazon is becoming a leading product search engine for mobile shoppers
                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                    • Retailers fought back this year with digital advertising and steeper discounts
                    • While digital spending went up total ad spending by big retailers went down
                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                    • Slide Number 30
                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                    • lsquoThanksgiving Eversquo is becoming a bigger event
                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                    • Slide Number 35
                    • US retail mcommerce sales are expected to accelerate in 2016
                    • The largest part of mcommerce growth will come from purchases via smartphones
                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                    • Mcommercersquos sales share peaked on Thanksgiving Day
                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                    • The majority of mobile shopping visits on Cyber Monday came from apps
                    • Mobile performance was up across the board
                    • Slide Number 43
                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                    • Shoes were one of the fastest growing subcategories for online purchases
                    • Top 10 toy searches on Hooklogic retailer sites
                    • Slide Number 47
                    • Impact of competitive discounting on holiday ecommerce
                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                    • Recap
                    • Slide Number 53
                    • Slide Number 54
                    • Slide Number 55
                    • Slide Number 56
                    • Slide Number 57
                    • Slide Number 58
                    • Slide Number 59
                      Online Retail Visits on Cyber Monday
                      Desktop44
                      Mobile Web27
                      Mobile App29
                      Desktop
                      Mobile Web
                      Mobile App
                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                      1 Input category names dates and data into CHART DATA section below
                      (if your s arent s first change the cell format to numbers)
                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                      3 Make other formatting changes as desired to make chart fit your needs
                      4 Use color for emphasis
                      CHART DATA
                      2011201220132014201520162020
                      CAT1222730344046
                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                      CHART DATA
                      AugSeptOctNov20192020
                      CAT11018104110081071095096
                      CAT2810820830840850860
                      CAT3710720730740750760
                      CAT4610620630640650660
                      CAT5510520530540550560
                      CAT6410420430440450460
                      CAT7310320330340350360
                      CAT8210220230240250260
                      CAT9110120130140150160
                      CAT10102030405060
                      INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                      CHART DATA
                      20142015
                      CAT1900950
                      CAT2800850
                      CAT3700750
                      CAT4600650
                      CAT5500550
                      CAT6400450
                      CAT7300350
                      CAT8200250
                      CAT9100150
                      CAT100050
                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                      CHART DATA
                      2Election Day1Cyber SundayCyber Monday20192020
                      Mobile Share of Online Orders5348504841950960
                      CAT2800810820830840850860
                      CAT3700710720730740750760
                      CAT4600610620630640650660
                      CAT5500510520530540550560
                      CAT6400410420430440450460
                      CAT7300310320330340350360
                      CAT8200210220230240250260
                      CAT9100110120130140150160
                      CAT1000102030405060
                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                      CHART DATA
                      Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                      Mobile Share of Online Orders5348504841950960
                      CAT2800810820830840850860
                      CAT3700710720730740750760
                      CAT4600610620630640650660
                      CAT5500510520530540550560
                      CAT6400410420430440450460
                      CAT7300310320330340350360
                      CAT8200210220230240250260
                      CAT9100110120130140150160
                      CAT1000102030405060
                      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                      CHART DATA 1
                      CAT1Cyber MondayBlack FridayThanksgiving
                      Pure Play393225
                      Multichannel616875
                      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                      AB
                      CAT11010
                      CAT21010
                      CAT31010
                      CAT41010
                      CAT51010
                      CAT61010
                      CAT71010
                      CAT81010
                      CAT91010
                      CAT101010
                      INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                      CHART DATA
                      Data Series Label
                      CAT1066 B
                      CAT2150 B
                      CAT3173 B
                      CAT4209 B
                      CAT5233 B
                      CAT6238 B
                      CAT7327 B
                      CAT8343 B
                      CAT9349 B
                      CAT10665 B
                      INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                      Do not editCHART DATA
                      DOT SPACING
                      COLUMNS20152016
                      11CAT11$13335$16115
                      10CAT10$8083$10320
                      9CAT9$1672$2221
                      8CAT8$1167$1464
                      7CAT7$1037$1202
                      6CAT6$926$1125
                      5CAT5$766$896
                      4CAT4$284$378
                      3CAT3$184$248
                      2CAT2$199$255DOT PLOT
                      1CAT1$14362$16614
                      CHART DATA
                      20152016
                      CAT11340950
                      CAT10800850
                      CAT9700750
                      CAT8600650
                      CAT7500550
                      CAT6400450
                      CAT5300350
                      CAT4200250
                      CAT3220440
                      CAT2340540
                      CAT1220360
                      INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                      CHART DATA
                      2014201520162017201820192020
                      CAT1900910920930940950960
                      CAT2800810820830840850860
                      CAT3700710720730740750760
                      CAT4600610620630640650660
                      CAT5500510520530540550560
                      CAT6400410420430440450460
                      CAT7300310320330340350360
                      CAT8200210220230240250260
                      CAT9100110120130140150160
                      CAT1000102030405060
                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                      CHART DATA
                      201320142015201620192020
                      CAT1$102$115$116$128095096
                      CAT2810820830840850860
                      CAT3710720730740750760
                      CAT4610620630640650660
                      CAT5510520530540550560
                      CAT6410420430440450460
                      CAT7310320330340350360
                      CAT8210220230240250260
                      CAT9110120130140150160
                      CAT10102030405060
                      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                      CHART DATA 1
                      CAT1Cyber MondayBlack FridayThanksgiving
                      Pure Play432717
                      Multichannel577357
                      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                      AB
                      CAT11010
                      CAT21010
                      CAT31010
                      CAT41010
                      CAT51010
                      CAT61010
                      CAT71010
                      CAT81010
                      CAT91010
                      CAT101010
                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                      CHART DATA
                      201320142015201620192020
                      CAT1$102$115$116$128095096
                      CAT2810820830840850860
                      CAT3710720730740750760
                      CAT4610620630640650660
                      CAT5510520530540550560
                      CAT6410420430440450460
                      CAT7310320330340350360
                      CAT8210220230240250260
                      CAT9110120130140150160
                      CAT10102030405060
                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                      1 Input category names dates and data into CHART DATA section below
                      (if your s arent s first change the cell format to numbers)
                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                      3 Make other formatting changes as desired to make chart fit your needs
                      4 Use color for emphasis
                      CHART DATA
                      201520162020
                      Prime Members Who Will Shop in Stores on Black Friday6559
                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                      1 Input category names dates and data into CHART DATA section below
                      (if your s arent s first change the cell format to numbers)
                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                      3 Make other formatting changes as desired to make chart fit your needs
                      4 Use color for emphasis
                      CHART DATA
                      Black FridayBlack SaturdayBlack Sunday
                      Year-over-Year Change in Foot Traffic00-21-25
                      F
                      Black Friday
                      Black Saturday
                      Black Sunday

                      copy 2016 eMarketer Inc

                      As a result of the election ecommerce growth in the first half of November came in low

                      135increase in online sales

                      between November 1 and November 14Source Adobe Nov 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      3 Thanksgiving Weekend saw healthy gains in spending per shopper

                      $102

                      $128

                      50

                      100

                      150

                      2013 2014 2015 2016

                      Source Gallup Tracking Poll Nov 26-28 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

                      Source Shoppertrak Nov 2016

                      eMwebinar

                      Chart1

                      Year-over-Year Change in Foot Traffic
                      0
                      -0021
                      -0025

                      Foot traffic

                      Foot traffic

                      Source Shoppertrak
                      Year-over-Year Change in Foot Traffic

                      Amazon Prime shoppers

                      Step by step instructions on how to edit a Vertical Bar
                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      4) Turn onoff Categories as required

                      Amazon Prime shoppers

                      Source InfoScout Nov 26 Survey of Prime members
                      Prime Members Who Will Shop in Stores on Black Friday

                      Mobile Share (CA)

                      Step by step instructions on how to edit a Vertical Bar
                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      4) Turn onoff Categories as required

                      Mobile Share (CA)

                      Source Gallup
                      CAT1
                      []

                      Comscore share (2)

                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      7) Change Number Category from Percentage to Number
                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      8) Press Reset on the maximum bounds number
                      9) change Units-Major value to match the Bounds-Maximum value
                      Do this by clicking once then a second time this will select a single data label
                      5) Delete all data labels leaving only the first and last
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Comscore share (2)

                      Cyber Monday
                      Black Friday
                      Source comScore Percent share of desktop ecommerce
                      Pure Play
                      Multichannel

                      Black Friday spending

                      B
                      Chart title here (Unit value here)
                      A
                      CAT1
                      CAT2
                      CAT3
                      CAT4
                      CAT5
                      CAT6
                      CAT7
                      CAT8
                      CAT9
                      CAT10
                      [VALUE]

                      Area Graph

                      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                      2) If needed change the number of categories see Step 3 Otherwise go to step 5
                      1) Start data entry at cell I19
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      4) Turn onoff Categories as required
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Area Graph

                      Source Gallup
                      CAT1
                      []

                      Dot Plot

                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      7) Change Number Category from Percentage to Number
                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      8) Press Reset on the maximum bounds number
                      9) change Units-Major value to match the Bounds-Maximum value
                      Do this by clicking once then a second time this will select a single data label
                      5) Delete all data labels leaving only the first and last
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Dot Plot

                      CAT1
                      CAT2
                      CAT3
                      CAT4
                      CAT5
                      CAT6
                      CAT7
                      CAT8
                      CAT9
                      CAT10
                      Chart title here (Unit value here)
                      CAT1
                      CAT2
                      CAT3
                      CAT4
                      CAT5
                      CAT6
                      CAT7
                      CAT8
                      CAT9
                      CAT10

                      Horizontal Bar

                      Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      6) Change Number Category from Percentage to Number
                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      7) Press Reset on the maximum bounds number
                      8) change Units-Major value to match the Bounds-Maximum value
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Horizontal Bar

                      2015
                      2016
                      CAT11
                      CAT10
                      CAT9
                      CAT8
                      CAT7
                      CAT6
                      CAT5
                      CAT4
                      CAT3
                      CAT2
                      CAT1
                      Chart title here (Unit value here)
                      2016
                      2015

                      Comscore share

                      2015
                      2016
                      CAT11
                      CAT10
                      CAT9
                      CAT8
                      CAT7
                      CAT6
                      CAT5
                      CAT4
                      CAT3
                      CAT2
                      CAT1
                      Chart title here (Unit value here)
                      2016
                      2015

                      Line Graph

                      Step by step instructions on how to edit a Dot Plot
                      2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                      1) Start data entry at CAT1
                      6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      3) Select chart and click on the top right + (Chart Elements)
                      4) Turn on Axes
                      6) Turn off Axes
                      7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Line Graph

                      Chart title here (Unit value here)
                      Data Series Label

                      Election impact

                      Step by step instructions on how to edit a Horizontal Bar
                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      4) Turn onoff Series Categories as required
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Election impact

                      Cyber Monday
                      Black Friday
                      Source comScore Percent share of desktop ecommerce
                      Pure Play
                      Multichannel

                      Slope Graph

                      B
                      Chart title here (Unit value here)
                      A
                      CAT1
                      CAT2
                      CAT3
                      CAT4
                      CAT5
                      CAT6
                      CAT7
                      CAT8
                      CAT9
                      CAT10
                      [VALUE]

                      Consumer Confidence

                      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                      2) If needed change the number of categories see Step 3 Otherwise go to step 5
                      1) Start data entry at cell I19
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      4) Turn onoff Categories as required
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Consumer Confidence

                      Source Channel Advisor
                      Mobile Share of Online Orders

                      Vertical bar

                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      7) Change Number Category from Percentage to Number
                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      8) Press Reset on the maximum bounds number
                      9) change Units-Major value to match the Bounds-Maximum value
                      Do this by clicking once then a second time this will select a single data label
                      5) Delete all data labels leaving only the first and last
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                      Vertical bar

                      Source Hooklogic
                      Mobile Share of Online Orders
                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      7) Change Number Category from Percentage to Number
                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      8) Press Reset on the maximum bounds number
                      9) change Units-Major value to match the Bounds-Maximum value
                      Do this by clicking once then a second time this will select a single data label
                      5) Delete all data labels leaving only the first and last
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                      Chart title here (Unit value here)
                      CAT1
                      CAT2
                      CAT3
                      CAT4
                      CAT5
                      CAT6
                      CAT7
                      CAT8
                      CAT9
                      CAT10
                      CAT1
                      CAT2
                      CAT3
                      CAT4
                      CAT5
                      CAT6
                      CAT7
                      CAT8
                      CAT9
                      CAT10
                      Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      6) Change Number Category from Percentage to Number
                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      7) Press Reset on the maximum bounds number
                      8) change Units-Major value to match the Bounds-Maximum value
                      3) Select chart and click on the top right + (Chart Elements)
                      4) Turn on Primary Vertical
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                      Source The Conference Board
                      CAT1
                      []
                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      7) Change Number Category from Percentage to Number
                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                      4) Turn onoff Series Categories as required
                      8) Press Reset on the maximum bounds number
                      9) change Units-Major value to match the Bounds-Maximum value
                      Do this by clicking once then a second time this will select a single data label
                      5) Delete all data labels leaving only the first and last
                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                      Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                      CAT1
                      Step by step instructions on how to edit a Vertical Bar
                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                      1) Start data entry at CAT1
                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                      4) Turn onoff Categories as required

                      copy 2016 eMarketer Inc

                      hellip But in-store retail sales still fell

                      -50net sales on Thanksgiving Day and Black Friday

                      Source RetailNext Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Amazon Prime members are increasingly skipping Black Friday crowds

                      6559

                      0

                      100

                      2015 2016

                      Prime Members Who Will Shop in Stores on Black Friday

                      Source InfoScout Nov 26 survey of Prime members

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                      44 of consumers

                      shopped online

                      40 of consumers

                      shopped in-store

                      Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Thanksgiving Weekend online sales went up sharply

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Only 19 of US smartphone users bought the majority of their purchases spontaneously

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                      SeptemberndashNovember economic performance

                      Election effect

                      Thanksgiving and Cyber Week

                      Total Retail Ecommerce

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Big Retailers Launch Online Counterattack

                      copy 2016 eMarketer Inc

                      Backstory Amazon has been laying waste to other retailers in ecommerce

                      2227 30 34

                      4046

                      0

                      100

                      2011 2012 2013 2014 2015 2016

                      Amazonrsquos Share of Retail Ecommerce Sales

                      Source Institute for Local Self-Reliance

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Amazon is becoming a leading product search engine for mobile shoppers

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Backstory Amazon has been laying waste to other retailers in ecommerce

                      Amazon accounted for at least

                      37 of US ecommerce sales from November 24ndash28

                      Source Internet Retailer Nov 29 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                      Day and 138 jump on Black Friday Source AdRoll Nov 2016

                      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      While digital spending went up total ad spending by big retailers went down

                      -9drop in overall retailer ad spending in the four weeks

                      ending on November 27Source Kantar Media Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Retailers also seem to be doing a better job with in-store pickup of online purchases

                      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                      39 in October 2016 to 45 in November 2016

                      Amazon stayed flat albeit at a higher level

                      Source Bain amp Company Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                      39

                      32

                      25

                      61

                      68

                      75

                      0 100Pure Play Multichannel

                      Cyber Monday

                      Black Friday

                      Percent share of desktop ecommerce

                      Thanksgiving

                      43

                      27

                      17

                      57

                      73

                      83

                      0 100Pure Play Multichannel

                      Cyber Monday

                      Black Friday

                      Percent share of desktop ecommerce

                      Thanksgiving

                      2015 2016

                      Source comScore Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Thanksgiving Promotions Starting Earlier and Ending

                      Later

                      copy 2016 eMarketer Inc

                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                      (pre-Black Friday Sale)

                      BLACKFRIDAY(select deals)

                      Image Creative commons

                      November 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      lsquoThanksgiving Eversquo is becoming a bigger event

                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                      The peak online shopping hour on Cyber Monday

                      NetElixir 7-8pm Hooklogic 8-9pm

                      Bloomreach 630pm

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Mobile Commerce Revolution Continues

                      copy 2016 eMarketer Inc

                      US retail mcommerce sales are expected to accelerate in 2016

                      Mcommerce sales will rise 432 in 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      The largest part of mcommerce growth will come from purchases via smartphones

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                      26

                      41

                      29

                      0

                      50

                      Thanksgiving Day Black Friday Cyber Monday

                      Mcommerce Sales Growth 2015ndash2016

                      Source comScore Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Mcommercersquos sales share peaked on Thanksgiving Day

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                      5350 52 51

                      43

                      0

                      100Mobile Share of Unique

                      User Visits

                      Source Hooklogic Nov 2016

                      5755 59 58

                      47

                      0

                      100Mobile Share of Visits

                      Source NetElixir Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      The majority of mobile shopping visits on Cyber Monday came from apps

                      Source ComScore Dec 2016

                      eMwebinar

                      Chart1

                      Online Retail Visits on Cyber Monday
                      044
                      027
                      029

                      Sheet1

                      copy 2016 eMarketer Inc

                      Mobile performance was up across the board

                      Compared with 2015 this yearrsquos Cyber Weekend saw

                      Smartphone conversion rates up 53

                      Average order value up 29

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Product Trends

                      copy 2016 eMarketer Inc

                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                      26

                      3639

                      43

                      0

                      50

                      Books amp Entertainment Electronics Toys Apparel amp accessories

                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                      Source Branding Brand Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Shoes were one of the fastest growing subcategories for online purchases

                      53 year-over-year increase in online purchases of shoes

                      Source comScore Dec 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Top 10 toy searches on Hooklogic retailer sites

                      1 Hatchimals

                      2 Nintendo

                      3 Shopkins

                      4 Lego

                      5 Paw Patrol

                      6 NES Classic Edition

                      7 PokeacutemonPokeacutemon cards

                      8 Barbie

                      9 Our Generation

                      10 Xbox One

                      Source Hooklogic

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Expectations for the Rest of the Season

                      copy 2016 eMarketer Inc

                      Impact of competitive discounting on holiday ecommerce

                      SalesTrafficMargins

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                      9 of shoppers had completed their shopping by the start

                      of Cyber Monday down from 11 in 2015

                      23 hadnrsquot started shopping by the start of Cyber Monday

                      up from 19 in 2015

                      Source National Retail Federation and Prosper Analytics Nov 2016

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                      eMwebinar

                      copy 2016 eMarketer Inc

                      Recap

                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                      and a 33 gain for total retail sales looks to be on target

                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                      Mobile As expected mcommerce continues to grow rapidly

                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                      eMwebinar

                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                      - Max Levchin Founder

                      54

                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                      are empowered to buy what works for them - leading to higher conversions

                      $1500M ODERN COUCH

                      MONTHLY PAYMENTS AS LOW AS

                      $51671mo for 3 months

                      $26477mo for 6 months

                      $13892mo for 12 months

                      55

                      Affirm builds trust through transparency

                      Modern financing delivers results for retailers

                      Source Affirm Merchant Case Study March 2016

                      57

                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                      are typically in pursuit of big sales and slashed prices however we sold our

                      $2000+ bikes for full price ldquo

                      2016 Affirm Holiday Shopping Report December 2016

                      - Graham Stanton President and co-founder of Peloton

                      aff i rmcombusiness

                      copy 2016 eMarketer Inc

                      Learn more about digital marketing with an eMarketer corporate subscription

                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                      QampA Session

                      Made possible by

                      You will receive an email tomorrow with a link to view the

                      deck and webinar recording

                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                      Yory Wurmser

                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                      Recap

                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                      US Mcommerce Update 2016 Behind the Rapid Growth

                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                      Performance Marketing in Retail

                      • Slide Number 1
                      • Agenda
                      • Slide Number 3
                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                      • Short Answer
                      • Longer Answer A lot has happened since September
                      • 1 Economic performance since September Q3 economic figures were revised upward
                      • Preliminary October and November numbers also indicate a strong US economy
                      • Consumer confidence rebounded strongly in November
                      • 2 Online shopping around the election was depressed
                      • As a result of the election ecommerce growth in the first half of November came in low
                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                      • hellip But in-store retail sales still fell
                      • Amazon Prime members are increasingly skipping Black Friday crowds
                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                      • Thanksgiving Weekend online sales went up sharply
                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                      • Slide Number 20
                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                      • Amazon is becoming a leading product search engine for mobile shoppers
                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                      • Retailers fought back this year with digital advertising and steeper discounts
                      • While digital spending went up total ad spending by big retailers went down
                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                      • Slide Number 30
                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                      • lsquoThanksgiving Eversquo is becoming a bigger event
                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                      • Slide Number 35
                      • US retail mcommerce sales are expected to accelerate in 2016
                      • The largest part of mcommerce growth will come from purchases via smartphones
                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                      • Mcommercersquos sales share peaked on Thanksgiving Day
                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                      • The majority of mobile shopping visits on Cyber Monday came from apps
                      • Mobile performance was up across the board
                      • Slide Number 43
                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                      • Shoes were one of the fastest growing subcategories for online purchases
                      • Top 10 toy searches on Hooklogic retailer sites
                      • Slide Number 47
                      • Impact of competitive discounting on holiday ecommerce
                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                      • Recap
                      • Slide Number 53
                      • Slide Number 54
                      • Slide Number 55
                      • Slide Number 56
                      • Slide Number 57
                      • Slide Number 58
                      • Slide Number 59
                        Online Retail Visits on Cyber Monday
                        Desktop44
                        Mobile Web27
                        Mobile App29
                        Desktop
                        Mobile Web
                        Mobile App
                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                        1 Input category names dates and data into CHART DATA section below
                        (if your s arent s first change the cell format to numbers)
                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                        3 Make other formatting changes as desired to make chart fit your needs
                        4 Use color for emphasis
                        CHART DATA
                        2011201220132014201520162020
                        CAT1222730344046
                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                        CHART DATA
                        AugSeptOctNov20192020
                        CAT11018104110081071095096
                        CAT2810820830840850860
                        CAT3710720730740750760
                        CAT4610620630640650660
                        CAT5510520530540550560
                        CAT6410420430440450460
                        CAT7310320330340350360
                        CAT8210220230240250260
                        CAT9110120130140150160
                        CAT10102030405060
                        INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                        CHART DATA
                        20142015
                        CAT1900950
                        CAT2800850
                        CAT3700750
                        CAT4600650
                        CAT5500550
                        CAT6400450
                        CAT7300350
                        CAT8200250
                        CAT9100150
                        CAT100050
                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                        CHART DATA
                        2Election Day1Cyber SundayCyber Monday20192020
                        Mobile Share of Online Orders5348504841950960
                        CAT2800810820830840850860
                        CAT3700710720730740750760
                        CAT4600610620630640650660
                        CAT5500510520530540550560
                        CAT6400410420430440450460
                        CAT7300310320330340350360
                        CAT8200210220230240250260
                        CAT9100110120130140150160
                        CAT1000102030405060
                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                        CHART DATA
                        Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                        Mobile Share of Online Orders5348504841950960
                        CAT2800810820830840850860
                        CAT3700710720730740750760
                        CAT4600610620630640650660
                        CAT5500510520530540550560
                        CAT6400410420430440450460
                        CAT7300310320330340350360
                        CAT8200210220230240250260
                        CAT9100110120130140150160
                        CAT1000102030405060
                        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                        CHART DATA 1
                        CAT1Cyber MondayBlack FridayThanksgiving
                        Pure Play393225
                        Multichannel616875
                        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                        AB
                        CAT11010
                        CAT21010
                        CAT31010
                        CAT41010
                        CAT51010
                        CAT61010
                        CAT71010
                        CAT81010
                        CAT91010
                        CAT101010
                        INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                        CHART DATA
                        Data Series Label
                        CAT1066 B
                        CAT2150 B
                        CAT3173 B
                        CAT4209 B
                        CAT5233 B
                        CAT6238 B
                        CAT7327 B
                        CAT8343 B
                        CAT9349 B
                        CAT10665 B
                        INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                        Do not editCHART DATA
                        DOT SPACING
                        COLUMNS20152016
                        11CAT11$13335$16115
                        10CAT10$8083$10320
                        9CAT9$1672$2221
                        8CAT8$1167$1464
                        7CAT7$1037$1202
                        6CAT6$926$1125
                        5CAT5$766$896
                        4CAT4$284$378
                        3CAT3$184$248
                        2CAT2$199$255DOT PLOT
                        1CAT1$14362$16614
                        CHART DATA
                        20152016
                        CAT11340950
                        CAT10800850
                        CAT9700750
                        CAT8600650
                        CAT7500550
                        CAT6400450
                        CAT5300350
                        CAT4200250
                        CAT3220440
                        CAT2340540
                        CAT1220360
                        INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                        CHART DATA
                        2014201520162017201820192020
                        CAT1900910920930940950960
                        CAT2800810820830840850860
                        CAT3700710720730740750760
                        CAT4600610620630640650660
                        CAT5500510520530540550560
                        CAT6400410420430440450460
                        CAT7300310320330340350360
                        CAT8200210220230240250260
                        CAT9100110120130140150160
                        CAT1000102030405060
                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                        CHART DATA
                        201320142015201620192020
                        CAT1$102$115$116$128095096
                        CAT2810820830840850860
                        CAT3710720730740750760
                        CAT4610620630640650660
                        CAT5510520530540550560
                        CAT6410420430440450460
                        CAT7310320330340350360
                        CAT8210220230240250260
                        CAT9110120130140150160
                        CAT10102030405060
                        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                        CHART DATA 1
                        CAT1Cyber MondayBlack FridayThanksgiving
                        Pure Play432717
                        Multichannel577357
                        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                        AB
                        CAT11010
                        CAT21010
                        CAT31010
                        CAT41010
                        CAT51010
                        CAT61010
                        CAT71010
                        CAT81010
                        CAT91010
                        CAT101010
                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                        CHART DATA
                        201320142015201620192020
                        CAT1$102$115$116$128095096
                        CAT2810820830840850860
                        CAT3710720730740750760
                        CAT4610620630640650660
                        CAT5510520530540550560
                        CAT6410420430440450460
                        CAT7310320330340350360
                        CAT8210220230240250260
                        CAT9110120130140150160
                        CAT10102030405060
                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                        1 Input category names dates and data into CHART DATA section below
                        (if your s arent s first change the cell format to numbers)
                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                        3 Make other formatting changes as desired to make chart fit your needs
                        4 Use color for emphasis
                        CHART DATA
                        201520162020
                        Prime Members Who Will Shop in Stores on Black Friday6559
                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                        1 Input category names dates and data into CHART DATA section below
                        (if your s arent s first change the cell format to numbers)
                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                        3 Make other formatting changes as desired to make chart fit your needs
                        4 Use color for emphasis
                        CHART DATA
                        Black FridayBlack SaturdayBlack Sunday
                        Year-over-Year Change in Foot Traffic00-21-25
                        F
                        Black Friday
                        Black Saturday
                        Black Sunday

                        copy 2016 eMarketer Inc

                        3 Thanksgiving Weekend saw healthy gains in spending per shopper

                        $102

                        $128

                        50

                        100

                        150

                        2013 2014 2015 2016

                        Source Gallup Tracking Poll Nov 26-28 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

                        Source Shoppertrak Nov 2016

                        eMwebinar

                        Chart1

                        Year-over-Year Change in Foot Traffic
                        0
                        -0021
                        -0025

                        Foot traffic

                        Foot traffic

                        Source Shoppertrak
                        Year-over-Year Change in Foot Traffic

                        Amazon Prime shoppers

                        Step by step instructions on how to edit a Vertical Bar
                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        4) Turn onoff Categories as required

                        Amazon Prime shoppers

                        Source InfoScout Nov 26 Survey of Prime members
                        Prime Members Who Will Shop in Stores on Black Friday

                        Mobile Share (CA)

                        Step by step instructions on how to edit a Vertical Bar
                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        4) Turn onoff Categories as required

                        Mobile Share (CA)

                        Source Gallup
                        CAT1
                        []

                        Comscore share (2)

                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        7) Change Number Category from Percentage to Number
                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        8) Press Reset on the maximum bounds number
                        9) change Units-Major value to match the Bounds-Maximum value
                        Do this by clicking once then a second time this will select a single data label
                        5) Delete all data labels leaving only the first and last
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Comscore share (2)

                        Cyber Monday
                        Black Friday
                        Source comScore Percent share of desktop ecommerce
                        Pure Play
                        Multichannel

                        Black Friday spending

                        B
                        Chart title here (Unit value here)
                        A
                        CAT1
                        CAT2
                        CAT3
                        CAT4
                        CAT5
                        CAT6
                        CAT7
                        CAT8
                        CAT9
                        CAT10
                        [VALUE]

                        Area Graph

                        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                        2) If needed change the number of categories see Step 3 Otherwise go to step 5
                        1) Start data entry at cell I19
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        4) Turn onoff Categories as required
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Area Graph

                        Source Gallup
                        CAT1
                        []

                        Dot Plot

                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        7) Change Number Category from Percentage to Number
                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        8) Press Reset on the maximum bounds number
                        9) change Units-Major value to match the Bounds-Maximum value
                        Do this by clicking once then a second time this will select a single data label
                        5) Delete all data labels leaving only the first and last
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Dot Plot

                        CAT1
                        CAT2
                        CAT3
                        CAT4
                        CAT5
                        CAT6
                        CAT7
                        CAT8
                        CAT9
                        CAT10
                        Chart title here (Unit value here)
                        CAT1
                        CAT2
                        CAT3
                        CAT4
                        CAT5
                        CAT6
                        CAT7
                        CAT8
                        CAT9
                        CAT10

                        Horizontal Bar

                        Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        6) Change Number Category from Percentage to Number
                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        7) Press Reset on the maximum bounds number
                        8) change Units-Major value to match the Bounds-Maximum value
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Horizontal Bar

                        2015
                        2016
                        CAT11
                        CAT10
                        CAT9
                        CAT8
                        CAT7
                        CAT6
                        CAT5
                        CAT4
                        CAT3
                        CAT2
                        CAT1
                        Chart title here (Unit value here)
                        2016
                        2015

                        Comscore share

                        2015
                        2016
                        CAT11
                        CAT10
                        CAT9
                        CAT8
                        CAT7
                        CAT6
                        CAT5
                        CAT4
                        CAT3
                        CAT2
                        CAT1
                        Chart title here (Unit value here)
                        2016
                        2015

                        Line Graph

                        Step by step instructions on how to edit a Dot Plot
                        2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                        1) Start data entry at CAT1
                        6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        3) Select chart and click on the top right + (Chart Elements)
                        4) Turn on Axes
                        6) Turn off Axes
                        7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Line Graph

                        Chart title here (Unit value here)
                        Data Series Label

                        Election impact

                        Step by step instructions on how to edit a Horizontal Bar
                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        4) Turn onoff Series Categories as required
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Election impact

                        Cyber Monday
                        Black Friday
                        Source comScore Percent share of desktop ecommerce
                        Pure Play
                        Multichannel

                        Slope Graph

                        B
                        Chart title here (Unit value here)
                        A
                        CAT1
                        CAT2
                        CAT3
                        CAT4
                        CAT5
                        CAT6
                        CAT7
                        CAT8
                        CAT9
                        CAT10
                        [VALUE]

                        Consumer Confidence

                        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                        2) If needed change the number of categories see Step 3 Otherwise go to step 5
                        1) Start data entry at cell I19
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        4) Turn onoff Categories as required
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Consumer Confidence

                        Source Channel Advisor
                        Mobile Share of Online Orders

                        Vertical bar

                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        7) Change Number Category from Percentage to Number
                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        8) Press Reset on the maximum bounds number
                        9) change Units-Major value to match the Bounds-Maximum value
                        Do this by clicking once then a second time this will select a single data label
                        5) Delete all data labels leaving only the first and last
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                        Vertical bar

                        Source Hooklogic
                        Mobile Share of Online Orders
                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        7) Change Number Category from Percentage to Number
                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        8) Press Reset on the maximum bounds number
                        9) change Units-Major value to match the Bounds-Maximum value
                        Do this by clicking once then a second time this will select a single data label
                        5) Delete all data labels leaving only the first and last
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                        Chart title here (Unit value here)
                        CAT1
                        CAT2
                        CAT3
                        CAT4
                        CAT5
                        CAT6
                        CAT7
                        CAT8
                        CAT9
                        CAT10
                        CAT1
                        CAT2
                        CAT3
                        CAT4
                        CAT5
                        CAT6
                        CAT7
                        CAT8
                        CAT9
                        CAT10
                        Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        6) Change Number Category from Percentage to Number
                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        7) Press Reset on the maximum bounds number
                        8) change Units-Major value to match the Bounds-Maximum value
                        3) Select chart and click on the top right + (Chart Elements)
                        4) Turn on Primary Vertical
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                        Source The Conference Board
                        CAT1
                        []
                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        7) Change Number Category from Percentage to Number
                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                        4) Turn onoff Series Categories as required
                        8) Press Reset on the maximum bounds number
                        9) change Units-Major value to match the Bounds-Maximum value
                        Do this by clicking once then a second time this will select a single data label
                        5) Delete all data labels leaving only the first and last
                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                        Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                        CAT1
                        Step by step instructions on how to edit a Vertical Bar
                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                        1) Start data entry at CAT1
                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                        4) Turn onoff Categories as required

                        copy 2016 eMarketer Inc

                        hellip But in-store retail sales still fell

                        -50net sales on Thanksgiving Day and Black Friday

                        Source RetailNext Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Amazon Prime members are increasingly skipping Black Friday crowds

                        6559

                        0

                        100

                        2015 2016

                        Prime Members Who Will Shop in Stores on Black Friday

                        Source InfoScout Nov 26 survey of Prime members

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                        44 of consumers

                        shopped online

                        40 of consumers

                        shopped in-store

                        Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Thanksgiving Weekend online sales went up sharply

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Only 19 of US smartphone users bought the majority of their purchases spontaneously

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                        SeptemberndashNovember economic performance

                        Election effect

                        Thanksgiving and Cyber Week

                        Total Retail Ecommerce

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Big Retailers Launch Online Counterattack

                        copy 2016 eMarketer Inc

                        Backstory Amazon has been laying waste to other retailers in ecommerce

                        2227 30 34

                        4046

                        0

                        100

                        2011 2012 2013 2014 2015 2016

                        Amazonrsquos Share of Retail Ecommerce Sales

                        Source Institute for Local Self-Reliance

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Amazon is becoming a leading product search engine for mobile shoppers

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Backstory Amazon has been laying waste to other retailers in ecommerce

                        Amazon accounted for at least

                        37 of US ecommerce sales from November 24ndash28

                        Source Internet Retailer Nov 29 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                        Day and 138 jump on Black Friday Source AdRoll Nov 2016

                        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        While digital spending went up total ad spending by big retailers went down

                        -9drop in overall retailer ad spending in the four weeks

                        ending on November 27Source Kantar Media Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Retailers also seem to be doing a better job with in-store pickup of online purchases

                        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Net promoter scores for online shoppers of omnichannel retailers went up in November

                        39 in October 2016 to 45 in November 2016

                        Amazon stayed flat albeit at a higher level

                        Source Bain amp Company Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                        39

                        32

                        25

                        61

                        68

                        75

                        0 100Pure Play Multichannel

                        Cyber Monday

                        Black Friday

                        Percent share of desktop ecommerce

                        Thanksgiving

                        43

                        27

                        17

                        57

                        73

                        83

                        0 100Pure Play Multichannel

                        Cyber Monday

                        Black Friday

                        Percent share of desktop ecommerce

                        Thanksgiving

                        2015 2016

                        Source comScore Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Thanksgiving Promotions Starting Earlier and Ending

                        Later

                        copy 2016 eMarketer Inc

                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                        (pre-Black Friday Sale)

                        BLACKFRIDAY(select deals)

                        Image Creative commons

                        November 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        lsquoThanksgiving Eversquo is becoming a bigger event

                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                        The peak online shopping hour on Cyber Monday

                        NetElixir 7-8pm Hooklogic 8-9pm

                        Bloomreach 630pm

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Mobile Commerce Revolution Continues

                        copy 2016 eMarketer Inc

                        US retail mcommerce sales are expected to accelerate in 2016

                        Mcommerce sales will rise 432 in 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        The largest part of mcommerce growth will come from purchases via smartphones

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                        26

                        41

                        29

                        0

                        50

                        Thanksgiving Day Black Friday Cyber Monday

                        Mcommerce Sales Growth 2015ndash2016

                        Source comScore Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Mcommercersquos sales share peaked on Thanksgiving Day

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                        5350 52 51

                        43

                        0

                        100Mobile Share of Unique

                        User Visits

                        Source Hooklogic Nov 2016

                        5755 59 58

                        47

                        0

                        100Mobile Share of Visits

                        Source NetElixir Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        The majority of mobile shopping visits on Cyber Monday came from apps

                        Source ComScore Dec 2016

                        eMwebinar

                        Chart1

                        Online Retail Visits on Cyber Monday
                        044
                        027
                        029

                        Sheet1

                        copy 2016 eMarketer Inc

                        Mobile performance was up across the board

                        Compared with 2015 this yearrsquos Cyber Weekend saw

                        Smartphone conversion rates up 53

                        Average order value up 29

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Product Trends

                        copy 2016 eMarketer Inc

                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                        26

                        3639

                        43

                        0

                        50

                        Books amp Entertainment Electronics Toys Apparel amp accessories

                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                        Source Branding Brand Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Shoes were one of the fastest growing subcategories for online purchases

                        53 year-over-year increase in online purchases of shoes

                        Source comScore Dec 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Top 10 toy searches on Hooklogic retailer sites

                        1 Hatchimals

                        2 Nintendo

                        3 Shopkins

                        4 Lego

                        5 Paw Patrol

                        6 NES Classic Edition

                        7 PokeacutemonPokeacutemon cards

                        8 Barbie

                        9 Our Generation

                        10 Xbox One

                        Source Hooklogic

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Expectations for the Rest of the Season

                        copy 2016 eMarketer Inc

                        Impact of competitive discounting on holiday ecommerce

                        SalesTrafficMargins

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                        9 of shoppers had completed their shopping by the start

                        of Cyber Monday down from 11 in 2015

                        23 hadnrsquot started shopping by the start of Cyber Monday

                        up from 19 in 2015

                        Source National Retail Federation and Prosper Analytics Nov 2016

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                        eMwebinar

                        copy 2016 eMarketer Inc

                        Recap

                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                        and a 33 gain for total retail sales looks to be on target

                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                        Mobile As expected mcommerce continues to grow rapidly

                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                        eMwebinar

                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                        - Max Levchin Founder

                        54

                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                        are empowered to buy what works for them - leading to higher conversions

                        $1500M ODERN COUCH

                        MONTHLY PAYMENTS AS LOW AS

                        $51671mo for 3 months

                        $26477mo for 6 months

                        $13892mo for 12 months

                        55

                        Affirm builds trust through transparency

                        Modern financing delivers results for retailers

                        Source Affirm Merchant Case Study March 2016

                        57

                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                        are typically in pursuit of big sales and slashed prices however we sold our

                        $2000+ bikes for full price ldquo

                        2016 Affirm Holiday Shopping Report December 2016

                        - Graham Stanton President and co-founder of Peloton

                        aff i rmcombusiness

                        copy 2016 eMarketer Inc

                        Learn more about digital marketing with an eMarketer corporate subscription

                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                        QampA Session

                        Made possible by

                        You will receive an email tomorrow with a link to view the

                        deck and webinar recording

                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                        Yory Wurmser

                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                        Recap

                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                        US Mcommerce Update 2016 Behind the Rapid Growth

                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                        Performance Marketing in Retail

                        • Slide Number 1
                        • Agenda
                        • Slide Number 3
                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                        • Short Answer
                        • Longer Answer A lot has happened since September
                        • 1 Economic performance since September Q3 economic figures were revised upward
                        • Preliminary October and November numbers also indicate a strong US economy
                        • Consumer confidence rebounded strongly in November
                        • 2 Online shopping around the election was depressed
                        • As a result of the election ecommerce growth in the first half of November came in low
                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                        • hellip But in-store retail sales still fell
                        • Amazon Prime members are increasingly skipping Black Friday crowds
                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                        • Thanksgiving Weekend online sales went up sharply
                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                        • Slide Number 20
                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                        • Amazon is becoming a leading product search engine for mobile shoppers
                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                        • Retailers fought back this year with digital advertising and steeper discounts
                        • While digital spending went up total ad spending by big retailers went down
                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                        • Slide Number 30
                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                        • lsquoThanksgiving Eversquo is becoming a bigger event
                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                        • Slide Number 35
                        • US retail mcommerce sales are expected to accelerate in 2016
                        • The largest part of mcommerce growth will come from purchases via smartphones
                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                        • Mcommercersquos sales share peaked on Thanksgiving Day
                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                        • The majority of mobile shopping visits on Cyber Monday came from apps
                        • Mobile performance was up across the board
                        • Slide Number 43
                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                        • Shoes were one of the fastest growing subcategories for online purchases
                        • Top 10 toy searches on Hooklogic retailer sites
                        • Slide Number 47
                        • Impact of competitive discounting on holiday ecommerce
                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                        • Recap
                        • Slide Number 53
                        • Slide Number 54
                        • Slide Number 55
                        • Slide Number 56
                        • Slide Number 57
                        • Slide Number 58
                        • Slide Number 59
                          Online Retail Visits on Cyber Monday
                          Desktop44
                          Mobile Web27
                          Mobile App29
                          Desktop
                          Mobile Web
                          Mobile App
                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                          1 Input category names dates and data into CHART DATA section below
                          (if your s arent s first change the cell format to numbers)
                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                          3 Make other formatting changes as desired to make chart fit your needs
                          4 Use color for emphasis
                          CHART DATA
                          2011201220132014201520162020
                          CAT1222730344046
                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                          CHART DATA
                          AugSeptOctNov20192020
                          CAT11018104110081071095096
                          CAT2810820830840850860
                          CAT3710720730740750760
                          CAT4610620630640650660
                          CAT5510520530540550560
                          CAT6410420430440450460
                          CAT7310320330340350360
                          CAT8210220230240250260
                          CAT9110120130140150160
                          CAT10102030405060
                          INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                          CHART DATA
                          20142015
                          CAT1900950
                          CAT2800850
                          CAT3700750
                          CAT4600650
                          CAT5500550
                          CAT6400450
                          CAT7300350
                          CAT8200250
                          CAT9100150
                          CAT100050
                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                          CHART DATA
                          2Election Day1Cyber SundayCyber Monday20192020
                          Mobile Share of Online Orders5348504841950960
                          CAT2800810820830840850860
                          CAT3700710720730740750760
                          CAT4600610620630640650660
                          CAT5500510520530540550560
                          CAT6400410420430440450460
                          CAT7300310320330340350360
                          CAT8200210220230240250260
                          CAT9100110120130140150160
                          CAT1000102030405060
                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                          CHART DATA
                          Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                          Mobile Share of Online Orders5348504841950960
                          CAT2800810820830840850860
                          CAT3700710720730740750760
                          CAT4600610620630640650660
                          CAT5500510520530540550560
                          CAT6400410420430440450460
                          CAT7300310320330340350360
                          CAT8200210220230240250260
                          CAT9100110120130140150160
                          CAT1000102030405060
                          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                          CHART DATA 1
                          CAT1Cyber MondayBlack FridayThanksgiving
                          Pure Play393225
                          Multichannel616875
                          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                          AB
                          CAT11010
                          CAT21010
                          CAT31010
                          CAT41010
                          CAT51010
                          CAT61010
                          CAT71010
                          CAT81010
                          CAT91010
                          CAT101010
                          INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                          CHART DATA
                          Data Series Label
                          CAT1066 B
                          CAT2150 B
                          CAT3173 B
                          CAT4209 B
                          CAT5233 B
                          CAT6238 B
                          CAT7327 B
                          CAT8343 B
                          CAT9349 B
                          CAT10665 B
                          INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                          Do not editCHART DATA
                          DOT SPACING
                          COLUMNS20152016
                          11CAT11$13335$16115
                          10CAT10$8083$10320
                          9CAT9$1672$2221
                          8CAT8$1167$1464
                          7CAT7$1037$1202
                          6CAT6$926$1125
                          5CAT5$766$896
                          4CAT4$284$378
                          3CAT3$184$248
                          2CAT2$199$255DOT PLOT
                          1CAT1$14362$16614
                          CHART DATA
                          20152016
                          CAT11340950
                          CAT10800850
                          CAT9700750
                          CAT8600650
                          CAT7500550
                          CAT6400450
                          CAT5300350
                          CAT4200250
                          CAT3220440
                          CAT2340540
                          CAT1220360
                          INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                          CHART DATA
                          2014201520162017201820192020
                          CAT1900910920930940950960
                          CAT2800810820830840850860
                          CAT3700710720730740750760
                          CAT4600610620630640650660
                          CAT5500510520530540550560
                          CAT6400410420430440450460
                          CAT7300310320330340350360
                          CAT8200210220230240250260
                          CAT9100110120130140150160
                          CAT1000102030405060
                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                          CHART DATA
                          201320142015201620192020
                          CAT1$102$115$116$128095096
                          CAT2810820830840850860
                          CAT3710720730740750760
                          CAT4610620630640650660
                          CAT5510520530540550560
                          CAT6410420430440450460
                          CAT7310320330340350360
                          CAT8210220230240250260
                          CAT9110120130140150160
                          CAT10102030405060
                          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                          CHART DATA 1
                          CAT1Cyber MondayBlack FridayThanksgiving
                          Pure Play432717
                          Multichannel577357
                          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                          AB
                          CAT11010
                          CAT21010
                          CAT31010
                          CAT41010
                          CAT51010
                          CAT61010
                          CAT71010
                          CAT81010
                          CAT91010
                          CAT101010
                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                          CHART DATA
                          201320142015201620192020
                          CAT1$102$115$116$128095096
                          CAT2810820830840850860
                          CAT3710720730740750760
                          CAT4610620630640650660
                          CAT5510520530540550560
                          CAT6410420430440450460
                          CAT7310320330340350360
                          CAT8210220230240250260
                          CAT9110120130140150160
                          CAT10102030405060
                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                          1 Input category names dates and data into CHART DATA section below
                          (if your s arent s first change the cell format to numbers)
                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                          3 Make other formatting changes as desired to make chart fit your needs
                          4 Use color for emphasis
                          CHART DATA
                          201520162020
                          Prime Members Who Will Shop in Stores on Black Friday6559
                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                          1 Input category names dates and data into CHART DATA section below
                          (if your s arent s first change the cell format to numbers)
                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                          3 Make other formatting changes as desired to make chart fit your needs
                          4 Use color for emphasis
                          CHART DATA
                          Black FridayBlack SaturdayBlack Sunday
                          Year-over-Year Change in Foot Traffic00-21-25
                          F
                          Black Friday
                          Black Saturday
                          Black Sunday

                          copy 2016 eMarketer Inc

                          A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend

                          Source Shoppertrak Nov 2016

                          eMwebinar

                          Chart1

                          Year-over-Year Change in Foot Traffic
                          0
                          -0021
                          -0025

                          Foot traffic

                          Foot traffic

                          Source Shoppertrak
                          Year-over-Year Change in Foot Traffic

                          Amazon Prime shoppers

                          Step by step instructions on how to edit a Vertical Bar
                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          4) Turn onoff Categories as required

                          Amazon Prime shoppers

                          Source InfoScout Nov 26 Survey of Prime members
                          Prime Members Who Will Shop in Stores on Black Friday

                          Mobile Share (CA)

                          Step by step instructions on how to edit a Vertical Bar
                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          4) Turn onoff Categories as required

                          Mobile Share (CA)

                          Source Gallup
                          CAT1
                          []

                          Comscore share (2)

                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          7) Change Number Category from Percentage to Number
                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          8) Press Reset on the maximum bounds number
                          9) change Units-Major value to match the Bounds-Maximum value
                          Do this by clicking once then a second time this will select a single data label
                          5) Delete all data labels leaving only the first and last
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Comscore share (2)

                          Cyber Monday
                          Black Friday
                          Source comScore Percent share of desktop ecommerce
                          Pure Play
                          Multichannel

                          Black Friday spending

                          B
                          Chart title here (Unit value here)
                          A
                          CAT1
                          CAT2
                          CAT3
                          CAT4
                          CAT5
                          CAT6
                          CAT7
                          CAT8
                          CAT9
                          CAT10
                          [VALUE]

                          Area Graph

                          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                          2) If needed change the number of categories see Step 3 Otherwise go to step 5
                          1) Start data entry at cell I19
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          4) Turn onoff Categories as required
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Area Graph

                          Source Gallup
                          CAT1
                          []

                          Dot Plot

                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          7) Change Number Category from Percentage to Number
                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          8) Press Reset on the maximum bounds number
                          9) change Units-Major value to match the Bounds-Maximum value
                          Do this by clicking once then a second time this will select a single data label
                          5) Delete all data labels leaving only the first and last
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Dot Plot

                          CAT1
                          CAT2
                          CAT3
                          CAT4
                          CAT5
                          CAT6
                          CAT7
                          CAT8
                          CAT9
                          CAT10
                          Chart title here (Unit value here)
                          CAT1
                          CAT2
                          CAT3
                          CAT4
                          CAT5
                          CAT6
                          CAT7
                          CAT8
                          CAT9
                          CAT10

                          Horizontal Bar

                          Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          6) Change Number Category from Percentage to Number
                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          7) Press Reset on the maximum bounds number
                          8) change Units-Major value to match the Bounds-Maximum value
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Horizontal Bar

                          2015
                          2016
                          CAT11
                          CAT10
                          CAT9
                          CAT8
                          CAT7
                          CAT6
                          CAT5
                          CAT4
                          CAT3
                          CAT2
                          CAT1
                          Chart title here (Unit value here)
                          2016
                          2015

                          Comscore share

                          2015
                          2016
                          CAT11
                          CAT10
                          CAT9
                          CAT8
                          CAT7
                          CAT6
                          CAT5
                          CAT4
                          CAT3
                          CAT2
                          CAT1
                          Chart title here (Unit value here)
                          2016
                          2015

                          Line Graph

                          Step by step instructions on how to edit a Dot Plot
                          2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                          1) Start data entry at CAT1
                          6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          3) Select chart and click on the top right + (Chart Elements)
                          4) Turn on Axes
                          6) Turn off Axes
                          7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Line Graph

                          Chart title here (Unit value here)
                          Data Series Label

                          Election impact

                          Step by step instructions on how to edit a Horizontal Bar
                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          4) Turn onoff Series Categories as required
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Election impact

                          Cyber Monday
                          Black Friday
                          Source comScore Percent share of desktop ecommerce
                          Pure Play
                          Multichannel

                          Slope Graph

                          B
                          Chart title here (Unit value here)
                          A
                          CAT1
                          CAT2
                          CAT3
                          CAT4
                          CAT5
                          CAT6
                          CAT7
                          CAT8
                          CAT9
                          CAT10
                          [VALUE]

                          Consumer Confidence

                          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                          2) If needed change the number of categories see Step 3 Otherwise go to step 5
                          1) Start data entry at cell I19
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          4) Turn onoff Categories as required
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Consumer Confidence

                          Source Channel Advisor
                          Mobile Share of Online Orders

                          Vertical bar

                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          7) Change Number Category from Percentage to Number
                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          8) Press Reset on the maximum bounds number
                          9) change Units-Major value to match the Bounds-Maximum value
                          Do this by clicking once then a second time this will select a single data label
                          5) Delete all data labels leaving only the first and last
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                          Vertical bar

                          Source Hooklogic
                          Mobile Share of Online Orders
                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          7) Change Number Category from Percentage to Number
                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          8) Press Reset on the maximum bounds number
                          9) change Units-Major value to match the Bounds-Maximum value
                          Do this by clicking once then a second time this will select a single data label
                          5) Delete all data labels leaving only the first and last
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                          Chart title here (Unit value here)
                          CAT1
                          CAT2
                          CAT3
                          CAT4
                          CAT5
                          CAT6
                          CAT7
                          CAT8
                          CAT9
                          CAT10
                          CAT1
                          CAT2
                          CAT3
                          CAT4
                          CAT5
                          CAT6
                          CAT7
                          CAT8
                          CAT9
                          CAT10
                          Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          6) Change Number Category from Percentage to Number
                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          7) Press Reset on the maximum bounds number
                          8) change Units-Major value to match the Bounds-Maximum value
                          3) Select chart and click on the top right + (Chart Elements)
                          4) Turn on Primary Vertical
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                          Source The Conference Board
                          CAT1
                          []
                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          7) Change Number Category from Percentage to Number
                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                          4) Turn onoff Series Categories as required
                          8) Press Reset on the maximum bounds number
                          9) change Units-Major value to match the Bounds-Maximum value
                          Do this by clicking once then a second time this will select a single data label
                          5) Delete all data labels leaving only the first and last
                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                          Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                          CAT1
                          Step by step instructions on how to edit a Vertical Bar
                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                          1) Start data entry at CAT1
                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                          4) Turn onoff Categories as required

                          copy 2016 eMarketer Inc

                          hellip But in-store retail sales still fell

                          -50net sales on Thanksgiving Day and Black Friday

                          Source RetailNext Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Amazon Prime members are increasingly skipping Black Friday crowds

                          6559

                          0

                          100

                          2015 2016

                          Prime Members Who Will Shop in Stores on Black Friday

                          Source InfoScout Nov 26 survey of Prime members

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                          44 of consumers

                          shopped online

                          40 of consumers

                          shopped in-store

                          Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Thanksgiving Weekend online sales went up sharply

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Only 19 of US smartphone users bought the majority of their purchases spontaneously

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                          SeptemberndashNovember economic performance

                          Election effect

                          Thanksgiving and Cyber Week

                          Total Retail Ecommerce

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Big Retailers Launch Online Counterattack

                          copy 2016 eMarketer Inc

                          Backstory Amazon has been laying waste to other retailers in ecommerce

                          2227 30 34

                          4046

                          0

                          100

                          2011 2012 2013 2014 2015 2016

                          Amazonrsquos Share of Retail Ecommerce Sales

                          Source Institute for Local Self-Reliance

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Amazon is becoming a leading product search engine for mobile shoppers

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Backstory Amazon has been laying waste to other retailers in ecommerce

                          Amazon accounted for at least

                          37 of US ecommerce sales from November 24ndash28

                          Source Internet Retailer Nov 29 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                          Day and 138 jump on Black Friday Source AdRoll Nov 2016

                          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          While digital spending went up total ad spending by big retailers went down

                          -9drop in overall retailer ad spending in the four weeks

                          ending on November 27Source Kantar Media Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Retailers also seem to be doing a better job with in-store pickup of online purchases

                          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Net promoter scores for online shoppers of omnichannel retailers went up in November

                          39 in October 2016 to 45 in November 2016

                          Amazon stayed flat albeit at a higher level

                          Source Bain amp Company Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                          39

                          32

                          25

                          61

                          68

                          75

                          0 100Pure Play Multichannel

                          Cyber Monday

                          Black Friday

                          Percent share of desktop ecommerce

                          Thanksgiving

                          43

                          27

                          17

                          57

                          73

                          83

                          0 100Pure Play Multichannel

                          Cyber Monday

                          Black Friday

                          Percent share of desktop ecommerce

                          Thanksgiving

                          2015 2016

                          Source comScore Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Thanksgiving Promotions Starting Earlier and Ending

                          Later

                          copy 2016 eMarketer Inc

                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                          (pre-Black Friday Sale)

                          BLACKFRIDAY(select deals)

                          Image Creative commons

                          November 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          lsquoThanksgiving Eversquo is becoming a bigger event

                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                          The peak online shopping hour on Cyber Monday

                          NetElixir 7-8pm Hooklogic 8-9pm

                          Bloomreach 630pm

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Mobile Commerce Revolution Continues

                          copy 2016 eMarketer Inc

                          US retail mcommerce sales are expected to accelerate in 2016

                          Mcommerce sales will rise 432 in 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          The largest part of mcommerce growth will come from purchases via smartphones

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                          26

                          41

                          29

                          0

                          50

                          Thanksgiving Day Black Friday Cyber Monday

                          Mcommerce Sales Growth 2015ndash2016

                          Source comScore Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Mcommercersquos sales share peaked on Thanksgiving Day

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                          5350 52 51

                          43

                          0

                          100Mobile Share of Unique

                          User Visits

                          Source Hooklogic Nov 2016

                          5755 59 58

                          47

                          0

                          100Mobile Share of Visits

                          Source NetElixir Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          The majority of mobile shopping visits on Cyber Monday came from apps

                          Source ComScore Dec 2016

                          eMwebinar

                          Chart1

                          Online Retail Visits on Cyber Monday
                          044
                          027
                          029

                          Sheet1

                          copy 2016 eMarketer Inc

                          Mobile performance was up across the board

                          Compared with 2015 this yearrsquos Cyber Weekend saw

                          Smartphone conversion rates up 53

                          Average order value up 29

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Product Trends

                          copy 2016 eMarketer Inc

                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                          26

                          3639

                          43

                          0

                          50

                          Books amp Entertainment Electronics Toys Apparel amp accessories

                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                          Source Branding Brand Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Shoes were one of the fastest growing subcategories for online purchases

                          53 year-over-year increase in online purchases of shoes

                          Source comScore Dec 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Top 10 toy searches on Hooklogic retailer sites

                          1 Hatchimals

                          2 Nintendo

                          3 Shopkins

                          4 Lego

                          5 Paw Patrol

                          6 NES Classic Edition

                          7 PokeacutemonPokeacutemon cards

                          8 Barbie

                          9 Our Generation

                          10 Xbox One

                          Source Hooklogic

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Expectations for the Rest of the Season

                          copy 2016 eMarketer Inc

                          Impact of competitive discounting on holiday ecommerce

                          SalesTrafficMargins

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                          9 of shoppers had completed their shopping by the start

                          of Cyber Monday down from 11 in 2015

                          23 hadnrsquot started shopping by the start of Cyber Monday

                          up from 19 in 2015

                          Source National Retail Federation and Prosper Analytics Nov 2016

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                          eMwebinar

                          copy 2016 eMarketer Inc

                          Recap

                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                          and a 33 gain for total retail sales looks to be on target

                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                          Mobile As expected mcommerce continues to grow rapidly

                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                          eMwebinar

                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                          - Max Levchin Founder

                          54

                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                          are empowered to buy what works for them - leading to higher conversions

                          $1500M ODERN COUCH

                          MONTHLY PAYMENTS AS LOW AS

                          $51671mo for 3 months

                          $26477mo for 6 months

                          $13892mo for 12 months

                          55

                          Affirm builds trust through transparency

                          Modern financing delivers results for retailers

                          Source Affirm Merchant Case Study March 2016

                          57

                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                          are typically in pursuit of big sales and slashed prices however we sold our

                          $2000+ bikes for full price ldquo

                          2016 Affirm Holiday Shopping Report December 2016

                          - Graham Stanton President and co-founder of Peloton

                          aff i rmcombusiness

                          copy 2016 eMarketer Inc

                          Learn more about digital marketing with an eMarketer corporate subscription

                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                          QampA Session

                          Made possible by

                          You will receive an email tomorrow with a link to view the

                          deck and webinar recording

                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                          Yory Wurmser

                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                          Recap

                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                          US Mcommerce Update 2016 Behind the Rapid Growth

                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                          Performance Marketing in Retail

                          • Slide Number 1
                          • Agenda
                          • Slide Number 3
                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                          • Short Answer
                          • Longer Answer A lot has happened since September
                          • 1 Economic performance since September Q3 economic figures were revised upward
                          • Preliminary October and November numbers also indicate a strong US economy
                          • Consumer confidence rebounded strongly in November
                          • 2 Online shopping around the election was depressed
                          • As a result of the election ecommerce growth in the first half of November came in low
                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                          • hellip But in-store retail sales still fell
                          • Amazon Prime members are increasingly skipping Black Friday crowds
                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                          • Thanksgiving Weekend online sales went up sharply
                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                          • Slide Number 20
                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                          • Amazon is becoming a leading product search engine for mobile shoppers
                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                          • Retailers fought back this year with digital advertising and steeper discounts
                          • While digital spending went up total ad spending by big retailers went down
                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                          • Slide Number 30
                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                          • lsquoThanksgiving Eversquo is becoming a bigger event
                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                          • Slide Number 35
                          • US retail mcommerce sales are expected to accelerate in 2016
                          • The largest part of mcommerce growth will come from purchases via smartphones
                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                          • Mcommercersquos sales share peaked on Thanksgiving Day
                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                          • The majority of mobile shopping visits on Cyber Monday came from apps
                          • Mobile performance was up across the board
                          • Slide Number 43
                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                          • Shoes were one of the fastest growing subcategories for online purchases
                          • Top 10 toy searches on Hooklogic retailer sites
                          • Slide Number 47
                          • Impact of competitive discounting on holiday ecommerce
                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                          • Recap
                          • Slide Number 53
                          • Slide Number 54
                          • Slide Number 55
                          • Slide Number 56
                          • Slide Number 57
                          • Slide Number 58
                          • Slide Number 59
                            Online Retail Visits on Cyber Monday
                            Desktop44
                            Mobile Web27
                            Mobile App29
                            Desktop
                            Mobile Web
                            Mobile App
                            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                            1 Input category names dates and data into CHART DATA section below
                            (if your s arent s first change the cell format to numbers)
                            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                            3 Make other formatting changes as desired to make chart fit your needs
                            4 Use color for emphasis
                            CHART DATA
                            2011201220132014201520162020
                            CAT1222730344046
                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                            CHART DATA
                            AugSeptOctNov20192020
                            CAT11018104110081071095096
                            CAT2810820830840850860
                            CAT3710720730740750760
                            CAT4610620630640650660
                            CAT5510520530540550560
                            CAT6410420430440450460
                            CAT7310320330340350360
                            CAT8210220230240250260
                            CAT9110120130140150160
                            CAT10102030405060
                            INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                            CHART DATA
                            20142015
                            CAT1900950
                            CAT2800850
                            CAT3700750
                            CAT4600650
                            CAT5500550
                            CAT6400450
                            CAT7300350
                            CAT8200250
                            CAT9100150
                            CAT100050
                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                            CHART DATA
                            2Election Day1Cyber SundayCyber Monday20192020
                            Mobile Share of Online Orders5348504841950960
                            CAT2800810820830840850860
                            CAT3700710720730740750760
                            CAT4600610620630640650660
                            CAT5500510520530540550560
                            CAT6400410420430440450460
                            CAT7300310320330340350360
                            CAT8200210220230240250260
                            CAT9100110120130140150160
                            CAT1000102030405060
                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                            CHART DATA
                            Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                            Mobile Share of Online Orders5348504841950960
                            CAT2800810820830840850860
                            CAT3700710720730740750760
                            CAT4600610620630640650660
                            CAT5500510520530540550560
                            CAT6400410420430440450460
                            CAT7300310320330340350360
                            CAT8200210220230240250260
                            CAT9100110120130140150160
                            CAT1000102030405060
                            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                            CHART DATA 1
                            CAT1Cyber MondayBlack FridayThanksgiving
                            Pure Play393225
                            Multichannel616875
                            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                            AB
                            CAT11010
                            CAT21010
                            CAT31010
                            CAT41010
                            CAT51010
                            CAT61010
                            CAT71010
                            CAT81010
                            CAT91010
                            CAT101010
                            INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                            CHART DATA
                            Data Series Label
                            CAT1066 B
                            CAT2150 B
                            CAT3173 B
                            CAT4209 B
                            CAT5233 B
                            CAT6238 B
                            CAT7327 B
                            CAT8343 B
                            CAT9349 B
                            CAT10665 B
                            INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                            Do not editCHART DATA
                            DOT SPACING
                            COLUMNS20152016
                            11CAT11$13335$16115
                            10CAT10$8083$10320
                            9CAT9$1672$2221
                            8CAT8$1167$1464
                            7CAT7$1037$1202
                            6CAT6$926$1125
                            5CAT5$766$896
                            4CAT4$284$378
                            3CAT3$184$248
                            2CAT2$199$255DOT PLOT
                            1CAT1$14362$16614
                            CHART DATA
                            20152016
                            CAT11340950
                            CAT10800850
                            CAT9700750
                            CAT8600650
                            CAT7500550
                            CAT6400450
                            CAT5300350
                            CAT4200250
                            CAT3220440
                            CAT2340540
                            CAT1220360
                            INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                            CHART DATA
                            2014201520162017201820192020
                            CAT1900910920930940950960
                            CAT2800810820830840850860
                            CAT3700710720730740750760
                            CAT4600610620630640650660
                            CAT5500510520530540550560
                            CAT6400410420430440450460
                            CAT7300310320330340350360
                            CAT8200210220230240250260
                            CAT9100110120130140150160
                            CAT1000102030405060
                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                            CHART DATA
                            201320142015201620192020
                            CAT1$102$115$116$128095096
                            CAT2810820830840850860
                            CAT3710720730740750760
                            CAT4610620630640650660
                            CAT5510520530540550560
                            CAT6410420430440450460
                            CAT7310320330340350360
                            CAT8210220230240250260
                            CAT9110120130140150160
                            CAT10102030405060
                            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                            CHART DATA 1
                            CAT1Cyber MondayBlack FridayThanksgiving
                            Pure Play432717
                            Multichannel577357
                            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                            AB
                            CAT11010
                            CAT21010
                            CAT31010
                            CAT41010
                            CAT51010
                            CAT61010
                            CAT71010
                            CAT81010
                            CAT91010
                            CAT101010
                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                            CHART DATA
                            201320142015201620192020
                            CAT1$102$115$116$128095096
                            CAT2810820830840850860
                            CAT3710720730740750760
                            CAT4610620630640650660
                            CAT5510520530540550560
                            CAT6410420430440450460
                            CAT7310320330340350360
                            CAT8210220230240250260
                            CAT9110120130140150160
                            CAT10102030405060
                            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                            1 Input category names dates and data into CHART DATA section below
                            (if your s arent s first change the cell format to numbers)
                            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                            3 Make other formatting changes as desired to make chart fit your needs
                            4 Use color for emphasis
                            CHART DATA
                            201520162020
                            Prime Members Who Will Shop in Stores on Black Friday6559
                            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                            1 Input category names dates and data into CHART DATA section below
                            (if your s arent s first change the cell format to numbers)
                            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                            3 Make other formatting changes as desired to make chart fit your needs
                            4 Use color for emphasis
                            CHART DATA
                            Black FridayBlack SaturdayBlack Sunday
                            Year-over-Year Change in Foot Traffic00-21-25
                            F
                            Black Friday
                            Black Saturday
                            Black Sunday

                            Chart1

                            Year-over-Year Change in Foot Traffic
                            0
                            -0021
                            -0025

                            Foot traffic

                            Foot traffic

                            Source Shoppertrak
                            Year-over-Year Change in Foot Traffic

                            Amazon Prime shoppers

                            Step by step instructions on how to edit a Vertical Bar
                            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            4) Turn onoff Categories as required

                            Amazon Prime shoppers

                            Source InfoScout Nov 26 Survey of Prime members
                            Prime Members Who Will Shop in Stores on Black Friday

                            Mobile Share (CA)

                            Step by step instructions on how to edit a Vertical Bar
                            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            4) Turn onoff Categories as required

                            Mobile Share (CA)

                            Source Gallup
                            CAT1
                            []

                            Comscore share (2)

                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            7) Change Number Category from Percentage to Number
                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            8) Press Reset on the maximum bounds number
                            9) change Units-Major value to match the Bounds-Maximum value
                            Do this by clicking once then a second time this will select a single data label
                            5) Delete all data labels leaving only the first and last
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Comscore share (2)

                            Cyber Monday
                            Black Friday
                            Source comScore Percent share of desktop ecommerce
                            Pure Play
                            Multichannel

                            Black Friday spending

                            B
                            Chart title here (Unit value here)
                            A
                            CAT1
                            CAT2
                            CAT3
                            CAT4
                            CAT5
                            CAT6
                            CAT7
                            CAT8
                            CAT9
                            CAT10
                            [VALUE]

                            Area Graph

                            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                            2) If needed change the number of categories see Step 3 Otherwise go to step 5
                            1) Start data entry at cell I19
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            4) Turn onoff Categories as required
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Area Graph

                            Source Gallup
                            CAT1
                            []

                            Dot Plot

                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            7) Change Number Category from Percentage to Number
                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            8) Press Reset on the maximum bounds number
                            9) change Units-Major value to match the Bounds-Maximum value
                            Do this by clicking once then a second time this will select a single data label
                            5) Delete all data labels leaving only the first and last
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Dot Plot

                            CAT1
                            CAT2
                            CAT3
                            CAT4
                            CAT5
                            CAT6
                            CAT7
                            CAT8
                            CAT9
                            CAT10
                            Chart title here (Unit value here)
                            CAT1
                            CAT2
                            CAT3
                            CAT4
                            CAT5
                            CAT6
                            CAT7
                            CAT8
                            CAT9
                            CAT10

                            Horizontal Bar

                            Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            6) Change Number Category from Percentage to Number
                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            7) Press Reset on the maximum bounds number
                            8) change Units-Major value to match the Bounds-Maximum value
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Horizontal Bar

                            2015
                            2016
                            CAT11
                            CAT10
                            CAT9
                            CAT8
                            CAT7
                            CAT6
                            CAT5
                            CAT4
                            CAT3
                            CAT2
                            CAT1
                            Chart title here (Unit value here)
                            2016
                            2015

                            Comscore share

                            2015
                            2016
                            CAT11
                            CAT10
                            CAT9
                            CAT8
                            CAT7
                            CAT6
                            CAT5
                            CAT4
                            CAT3
                            CAT2
                            CAT1
                            Chart title here (Unit value here)
                            2016
                            2015

                            Line Graph

                            Step by step instructions on how to edit a Dot Plot
                            2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                            1) Start data entry at CAT1
                            6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            3) Select chart and click on the top right + (Chart Elements)
                            4) Turn on Axes
                            6) Turn off Axes
                            7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Line Graph

                            Chart title here (Unit value here)
                            Data Series Label

                            Election impact

                            Step by step instructions on how to edit a Horizontal Bar
                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            4) Turn onoff Series Categories as required
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Election impact

                            Cyber Monday
                            Black Friday
                            Source comScore Percent share of desktop ecommerce
                            Pure Play
                            Multichannel

                            Slope Graph

                            B
                            Chart title here (Unit value here)
                            A
                            CAT1
                            CAT2
                            CAT3
                            CAT4
                            CAT5
                            CAT6
                            CAT7
                            CAT8
                            CAT9
                            CAT10
                            [VALUE]

                            Consumer Confidence

                            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                            2) If needed change the number of categories see Step 3 Otherwise go to step 5
                            1) Start data entry at cell I19
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            4) Turn onoff Categories as required
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Consumer Confidence

                            Source Channel Advisor
                            Mobile Share of Online Orders

                            Vertical bar

                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            7) Change Number Category from Percentage to Number
                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            8) Press Reset on the maximum bounds number
                            9) change Units-Major value to match the Bounds-Maximum value
                            Do this by clicking once then a second time this will select a single data label
                            5) Delete all data labels leaving only the first and last
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                            Vertical bar

                            Source Hooklogic
                            Mobile Share of Online Orders
                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            7) Change Number Category from Percentage to Number
                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            8) Press Reset on the maximum bounds number
                            9) change Units-Major value to match the Bounds-Maximum value
                            Do this by clicking once then a second time this will select a single data label
                            5) Delete all data labels leaving only the first and last
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                            Chart title here (Unit value here)
                            CAT1
                            CAT2
                            CAT3
                            CAT4
                            CAT5
                            CAT6
                            CAT7
                            CAT8
                            CAT9
                            CAT10
                            CAT1
                            CAT2
                            CAT3
                            CAT4
                            CAT5
                            CAT6
                            CAT7
                            CAT8
                            CAT9
                            CAT10
                            Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            6) Change Number Category from Percentage to Number
                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            7) Press Reset on the maximum bounds number
                            8) change Units-Major value to match the Bounds-Maximum value
                            3) Select chart and click on the top right + (Chart Elements)
                            4) Turn on Primary Vertical
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                            Source The Conference Board
                            CAT1
                            []
                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            7) Change Number Category from Percentage to Number
                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                            4) Turn onoff Series Categories as required
                            8) Press Reset on the maximum bounds number
                            9) change Units-Major value to match the Bounds-Maximum value
                            Do this by clicking once then a second time this will select a single data label
                            5) Delete all data labels leaving only the first and last
                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                            Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                            CAT1
                            Step by step instructions on how to edit a Vertical Bar
                            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                            1) Start data entry at CAT1
                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                            4) Turn onoff Categories as required

                            copy 2016 eMarketer Inc

                            hellip But in-store retail sales still fell

                            -50net sales on Thanksgiving Day and Black Friday

                            Source RetailNext Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Amazon Prime members are increasingly skipping Black Friday crowds

                            6559

                            0

                            100

                            2015 2016

                            Prime Members Who Will Shop in Stores on Black Friday

                            Source InfoScout Nov 26 survey of Prime members

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                            44 of consumers

                            shopped online

                            40 of consumers

                            shopped in-store

                            Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Thanksgiving Weekend online sales went up sharply

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Only 19 of US smartphone users bought the majority of their purchases spontaneously

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                            SeptemberndashNovember economic performance

                            Election effect

                            Thanksgiving and Cyber Week

                            Total Retail Ecommerce

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Big Retailers Launch Online Counterattack

                            copy 2016 eMarketer Inc

                            Backstory Amazon has been laying waste to other retailers in ecommerce

                            2227 30 34

                            4046

                            0

                            100

                            2011 2012 2013 2014 2015 2016

                            Amazonrsquos Share of Retail Ecommerce Sales

                            Source Institute for Local Self-Reliance

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Amazon is becoming a leading product search engine for mobile shoppers

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Backstory Amazon has been laying waste to other retailers in ecommerce

                            Amazon accounted for at least

                            37 of US ecommerce sales from November 24ndash28

                            Source Internet Retailer Nov 29 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                            Day and 138 jump on Black Friday Source AdRoll Nov 2016

                            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            While digital spending went up total ad spending by big retailers went down

                            -9drop in overall retailer ad spending in the four weeks

                            ending on November 27Source Kantar Media Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Retailers also seem to be doing a better job with in-store pickup of online purchases

                            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Net promoter scores for online shoppers of omnichannel retailers went up in November

                            39 in October 2016 to 45 in November 2016

                            Amazon stayed flat albeit at a higher level

                            Source Bain amp Company Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                            39

                            32

                            25

                            61

                            68

                            75

                            0 100Pure Play Multichannel

                            Cyber Monday

                            Black Friday

                            Percent share of desktop ecommerce

                            Thanksgiving

                            43

                            27

                            17

                            57

                            73

                            83

                            0 100Pure Play Multichannel

                            Cyber Monday

                            Black Friday

                            Percent share of desktop ecommerce

                            Thanksgiving

                            2015 2016

                            Source comScore Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Thanksgiving Promotions Starting Earlier and Ending

                            Later

                            copy 2016 eMarketer Inc

                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                            (pre-Black Friday Sale)

                            BLACKFRIDAY(select deals)

                            Image Creative commons

                            November 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            lsquoThanksgiving Eversquo is becoming a bigger event

                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                            The peak online shopping hour on Cyber Monday

                            NetElixir 7-8pm Hooklogic 8-9pm

                            Bloomreach 630pm

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Mobile Commerce Revolution Continues

                            copy 2016 eMarketer Inc

                            US retail mcommerce sales are expected to accelerate in 2016

                            Mcommerce sales will rise 432 in 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            The largest part of mcommerce growth will come from purchases via smartphones

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                            26

                            41

                            29

                            0

                            50

                            Thanksgiving Day Black Friday Cyber Monday

                            Mcommerce Sales Growth 2015ndash2016

                            Source comScore Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Mcommercersquos sales share peaked on Thanksgiving Day

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                            5350 52 51

                            43

                            0

                            100Mobile Share of Unique

                            User Visits

                            Source Hooklogic Nov 2016

                            5755 59 58

                            47

                            0

                            100Mobile Share of Visits

                            Source NetElixir Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            The majority of mobile shopping visits on Cyber Monday came from apps

                            Source ComScore Dec 2016

                            eMwebinar

                            Chart1

                            Online Retail Visits on Cyber Monday
                            044
                            027
                            029

                            Sheet1

                            copy 2016 eMarketer Inc

                            Mobile performance was up across the board

                            Compared with 2015 this yearrsquos Cyber Weekend saw

                            Smartphone conversion rates up 53

                            Average order value up 29

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Product Trends

                            copy 2016 eMarketer Inc

                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                            26

                            3639

                            43

                            0

                            50

                            Books amp Entertainment Electronics Toys Apparel amp accessories

                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                            Source Branding Brand Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Shoes were one of the fastest growing subcategories for online purchases

                            53 year-over-year increase in online purchases of shoes

                            Source comScore Dec 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Top 10 toy searches on Hooklogic retailer sites

                            1 Hatchimals

                            2 Nintendo

                            3 Shopkins

                            4 Lego

                            5 Paw Patrol

                            6 NES Classic Edition

                            7 PokeacutemonPokeacutemon cards

                            8 Barbie

                            9 Our Generation

                            10 Xbox One

                            Source Hooklogic

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Expectations for the Rest of the Season

                            copy 2016 eMarketer Inc

                            Impact of competitive discounting on holiday ecommerce

                            SalesTrafficMargins

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                            9 of shoppers had completed their shopping by the start

                            of Cyber Monday down from 11 in 2015

                            23 hadnrsquot started shopping by the start of Cyber Monday

                            up from 19 in 2015

                            Source National Retail Federation and Prosper Analytics Nov 2016

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                            eMwebinar

                            copy 2016 eMarketer Inc

                            Recap

                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                            and a 33 gain for total retail sales looks to be on target

                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                            Mobile As expected mcommerce continues to grow rapidly

                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                            eMwebinar

                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                            - Max Levchin Founder

                            54

                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                            are empowered to buy what works for them - leading to higher conversions

                            $1500M ODERN COUCH

                            MONTHLY PAYMENTS AS LOW AS

                            $51671mo for 3 months

                            $26477mo for 6 months

                            $13892mo for 12 months

                            55

                            Affirm builds trust through transparency

                            Modern financing delivers results for retailers

                            Source Affirm Merchant Case Study March 2016

                            57

                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                            are typically in pursuit of big sales and slashed prices however we sold our

                            $2000+ bikes for full price ldquo

                            2016 Affirm Holiday Shopping Report December 2016

                            - Graham Stanton President and co-founder of Peloton

                            aff i rmcombusiness

                            copy 2016 eMarketer Inc

                            Learn more about digital marketing with an eMarketer corporate subscription

                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                            QampA Session

                            Made possible by

                            You will receive an email tomorrow with a link to view the

                            deck and webinar recording

                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                            Yory Wurmser

                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                            Recap

                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                            US Mcommerce Update 2016 Behind the Rapid Growth

                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                            Performance Marketing in Retail

                            • Slide Number 1
                            • Agenda
                            • Slide Number 3
                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                            • Short Answer
                            • Longer Answer A lot has happened since September
                            • 1 Economic performance since September Q3 economic figures were revised upward
                            • Preliminary October and November numbers also indicate a strong US economy
                            • Consumer confidence rebounded strongly in November
                            • 2 Online shopping around the election was depressed
                            • As a result of the election ecommerce growth in the first half of November came in low
                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                            • hellip But in-store retail sales still fell
                            • Amazon Prime members are increasingly skipping Black Friday crowds
                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                            • Thanksgiving Weekend online sales went up sharply
                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                            • Slide Number 20
                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                            • Amazon is becoming a leading product search engine for mobile shoppers
                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                            • Retailers fought back this year with digital advertising and steeper discounts
                            • While digital spending went up total ad spending by big retailers went down
                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                            • Slide Number 30
                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                            • lsquoThanksgiving Eversquo is becoming a bigger event
                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                            • Slide Number 35
                            • US retail mcommerce sales are expected to accelerate in 2016
                            • The largest part of mcommerce growth will come from purchases via smartphones
                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                            • Mcommercersquos sales share peaked on Thanksgiving Day
                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                            • The majority of mobile shopping visits on Cyber Monday came from apps
                            • Mobile performance was up across the board
                            • Slide Number 43
                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                            • Shoes were one of the fastest growing subcategories for online purchases
                            • Top 10 toy searches on Hooklogic retailer sites
                            • Slide Number 47
                            • Impact of competitive discounting on holiday ecommerce
                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                            • Recap
                            • Slide Number 53
                            • Slide Number 54
                            • Slide Number 55
                            • Slide Number 56
                            • Slide Number 57
                            • Slide Number 58
                            • Slide Number 59
                              Online Retail Visits on Cyber Monday
                              Desktop44
                              Mobile Web27
                              Mobile App29
                              Desktop
                              Mobile Web
                              Mobile App
                              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                              1 Input category names dates and data into CHART DATA section below
                              (if your s arent s first change the cell format to numbers)
                              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                              3 Make other formatting changes as desired to make chart fit your needs
                              4 Use color for emphasis
                              CHART DATA
                              2011201220132014201520162020
                              CAT1222730344046
                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                              CHART DATA
                              AugSeptOctNov20192020
                              CAT11018104110081071095096
                              CAT2810820830840850860
                              CAT3710720730740750760
                              CAT4610620630640650660
                              CAT5510520530540550560
                              CAT6410420430440450460
                              CAT7310320330340350360
                              CAT8210220230240250260
                              CAT9110120130140150160
                              CAT10102030405060
                              INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                              CHART DATA
                              20142015
                              CAT1900950
                              CAT2800850
                              CAT3700750
                              CAT4600650
                              CAT5500550
                              CAT6400450
                              CAT7300350
                              CAT8200250
                              CAT9100150
                              CAT100050
                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                              CHART DATA
                              2Election Day1Cyber SundayCyber Monday20192020
                              Mobile Share of Online Orders5348504841950960
                              CAT2800810820830840850860
                              CAT3700710720730740750760
                              CAT4600610620630640650660
                              CAT5500510520530540550560
                              CAT6400410420430440450460
                              CAT7300310320330340350360
                              CAT8200210220230240250260
                              CAT9100110120130140150160
                              CAT1000102030405060
                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                              CHART DATA
                              Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                              Mobile Share of Online Orders5348504841950960
                              CAT2800810820830840850860
                              CAT3700710720730740750760
                              CAT4600610620630640650660
                              CAT5500510520530540550560
                              CAT6400410420430440450460
                              CAT7300310320330340350360
                              CAT8200210220230240250260
                              CAT9100110120130140150160
                              CAT1000102030405060
                              INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                              CHART DATA 1
                              CAT1Cyber MondayBlack FridayThanksgiving
                              Pure Play393225
                              Multichannel616875
                              CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                              AB
                              CAT11010
                              CAT21010
                              CAT31010
                              CAT41010
                              CAT51010
                              CAT61010
                              CAT71010
                              CAT81010
                              CAT91010
                              CAT101010
                              INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                              CHART DATA
                              Data Series Label
                              CAT1066 B
                              CAT2150 B
                              CAT3173 B
                              CAT4209 B
                              CAT5233 B
                              CAT6238 B
                              CAT7327 B
                              CAT8343 B
                              CAT9349 B
                              CAT10665 B
                              INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                              Do not editCHART DATA
                              DOT SPACING
                              COLUMNS20152016
                              11CAT11$13335$16115
                              10CAT10$8083$10320
                              9CAT9$1672$2221
                              8CAT8$1167$1464
                              7CAT7$1037$1202
                              6CAT6$926$1125
                              5CAT5$766$896
                              4CAT4$284$378
                              3CAT3$184$248
                              2CAT2$199$255DOT PLOT
                              1CAT1$14362$16614
                              CHART DATA
                              20152016
                              CAT11340950
                              CAT10800850
                              CAT9700750
                              CAT8600650
                              CAT7500550
                              CAT6400450
                              CAT5300350
                              CAT4200250
                              CAT3220440
                              CAT2340540
                              CAT1220360
                              INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                              CHART DATA
                              2014201520162017201820192020
                              CAT1900910920930940950960
                              CAT2800810820830840850860
                              CAT3700710720730740750760
                              CAT4600610620630640650660
                              CAT5500510520530540550560
                              CAT6400410420430440450460
                              CAT7300310320330340350360
                              CAT8200210220230240250260
                              CAT9100110120130140150160
                              CAT1000102030405060
                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                              CHART DATA
                              201320142015201620192020
                              CAT1$102$115$116$128095096
                              CAT2810820830840850860
                              CAT3710720730740750760
                              CAT4610620630640650660
                              CAT5510520530540550560
                              CAT6410420430440450460
                              CAT7310320330340350360
                              CAT8210220230240250260
                              CAT9110120130140150160
                              CAT10102030405060
                              INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                              CHART DATA 1
                              CAT1Cyber MondayBlack FridayThanksgiving
                              Pure Play432717
                              Multichannel577357
                              CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                              AB
                              CAT11010
                              CAT21010
                              CAT31010
                              CAT41010
                              CAT51010
                              CAT61010
                              CAT71010
                              CAT81010
                              CAT91010
                              CAT101010
                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                              CHART DATA
                              201320142015201620192020
                              CAT1$102$115$116$128095096
                              CAT2810820830840850860
                              CAT3710720730740750760
                              CAT4610620630640650660
                              CAT5510520530540550560
                              CAT6410420430440450460
                              CAT7310320330340350360
                              CAT8210220230240250260
                              CAT9110120130140150160
                              CAT10102030405060
                              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                              1 Input category names dates and data into CHART DATA section below
                              (if your s arent s first change the cell format to numbers)
                              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                              3 Make other formatting changes as desired to make chart fit your needs
                              4 Use color for emphasis
                              CHART DATA
                              201520162020
                              Prime Members Who Will Shop in Stores on Black Friday6559
                              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                              1 Input category names dates and data into CHART DATA section below
                              (if your s arent s first change the cell format to numbers)
                              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                              3 Make other formatting changes as desired to make chart fit your needs
                              4 Use color for emphasis
                              CHART DATA
                              Black FridayBlack SaturdayBlack Sunday
                              Year-over-Year Change in Foot Traffic00-21-25
                              F
                              Black Friday
                              Black Saturday
                              Black Sunday

                              Foot traffic

                              Foot traffic

                              Source Shoppertrak
                              Year-over-Year Change in Foot Traffic

                              Amazon Prime shoppers

                              Step by step instructions on how to edit a Vertical Bar
                              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              4) Turn onoff Categories as required

                              Amazon Prime shoppers

                              Source InfoScout Nov 26 Survey of Prime members
                              Prime Members Who Will Shop in Stores on Black Friday

                              Mobile Share (CA)

                              Step by step instructions on how to edit a Vertical Bar
                              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              4) Turn onoff Categories as required

                              Mobile Share (CA)

                              Source Gallup
                              CAT1
                              []

                              Comscore share (2)

                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              7) Change Number Category from Percentage to Number
                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              8) Press Reset on the maximum bounds number
                              9) change Units-Major value to match the Bounds-Maximum value
                              Do this by clicking once then a second time this will select a single data label
                              5) Delete all data labels leaving only the first and last
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Comscore share (2)

                              Cyber Monday
                              Black Friday
                              Source comScore Percent share of desktop ecommerce
                              Pure Play
                              Multichannel

                              Black Friday spending

                              B
                              Chart title here (Unit value here)
                              A
                              CAT1
                              CAT2
                              CAT3
                              CAT4
                              CAT5
                              CAT6
                              CAT7
                              CAT8
                              CAT9
                              CAT10
                              [VALUE]

                              Area Graph

                              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                              2) If needed change the number of categories see Step 3 Otherwise go to step 5
                              1) Start data entry at cell I19
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              4) Turn onoff Categories as required
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Area Graph

                              Source Gallup
                              CAT1
                              []

                              Dot Plot

                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              7) Change Number Category from Percentage to Number
                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              8) Press Reset on the maximum bounds number
                              9) change Units-Major value to match the Bounds-Maximum value
                              Do this by clicking once then a second time this will select a single data label
                              5) Delete all data labels leaving only the first and last
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Dot Plot

                              CAT1
                              CAT2
                              CAT3
                              CAT4
                              CAT5
                              CAT6
                              CAT7
                              CAT8
                              CAT9
                              CAT10
                              Chart title here (Unit value here)
                              CAT1
                              CAT2
                              CAT3
                              CAT4
                              CAT5
                              CAT6
                              CAT7
                              CAT8
                              CAT9
                              CAT10

                              Horizontal Bar

                              Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              6) Change Number Category from Percentage to Number
                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              7) Press Reset on the maximum bounds number
                              8) change Units-Major value to match the Bounds-Maximum value
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Horizontal Bar

                              2015
                              2016
                              CAT11
                              CAT10
                              CAT9
                              CAT8
                              CAT7
                              CAT6
                              CAT5
                              CAT4
                              CAT3
                              CAT2
                              CAT1
                              Chart title here (Unit value here)
                              2016
                              2015

                              Comscore share

                              2015
                              2016
                              CAT11
                              CAT10
                              CAT9
                              CAT8
                              CAT7
                              CAT6
                              CAT5
                              CAT4
                              CAT3
                              CAT2
                              CAT1
                              Chart title here (Unit value here)
                              2016
                              2015

                              Line Graph

                              Step by step instructions on how to edit a Dot Plot
                              2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                              1) Start data entry at CAT1
                              6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              3) Select chart and click on the top right + (Chart Elements)
                              4) Turn on Axes
                              6) Turn off Axes
                              7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Line Graph

                              Chart title here (Unit value here)
                              Data Series Label

                              Election impact

                              Step by step instructions on how to edit a Horizontal Bar
                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              4) Turn onoff Series Categories as required
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Election impact

                              Cyber Monday
                              Black Friday
                              Source comScore Percent share of desktop ecommerce
                              Pure Play
                              Multichannel

                              Slope Graph

                              B
                              Chart title here (Unit value here)
                              A
                              CAT1
                              CAT2
                              CAT3
                              CAT4
                              CAT5
                              CAT6
                              CAT7
                              CAT8
                              CAT9
                              CAT10
                              [VALUE]

                              Consumer Confidence

                              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                              2) If needed change the number of categories see Step 3 Otherwise go to step 5
                              1) Start data entry at cell I19
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              4) Turn onoff Categories as required
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Consumer Confidence

                              Source Channel Advisor
                              Mobile Share of Online Orders

                              Vertical bar

                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              7) Change Number Category from Percentage to Number
                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              8) Press Reset on the maximum bounds number
                              9) change Units-Major value to match the Bounds-Maximum value
                              Do this by clicking once then a second time this will select a single data label
                              5) Delete all data labels leaving only the first and last
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                              Vertical bar

                              Source Hooklogic
                              Mobile Share of Online Orders
                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              7) Change Number Category from Percentage to Number
                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              8) Press Reset on the maximum bounds number
                              9) change Units-Major value to match the Bounds-Maximum value
                              Do this by clicking once then a second time this will select a single data label
                              5) Delete all data labels leaving only the first and last
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                              Chart title here (Unit value here)
                              CAT1
                              CAT2
                              CAT3
                              CAT4
                              CAT5
                              CAT6
                              CAT7
                              CAT8
                              CAT9
                              CAT10
                              CAT1
                              CAT2
                              CAT3
                              CAT4
                              CAT5
                              CAT6
                              CAT7
                              CAT8
                              CAT9
                              CAT10
                              Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              6) Change Number Category from Percentage to Number
                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              7) Press Reset on the maximum bounds number
                              8) change Units-Major value to match the Bounds-Maximum value
                              3) Select chart and click on the top right + (Chart Elements)
                              4) Turn on Primary Vertical
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                              Source The Conference Board
                              CAT1
                              []
                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              7) Change Number Category from Percentage to Number
                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                              4) Turn onoff Series Categories as required
                              8) Press Reset on the maximum bounds number
                              9) change Units-Major value to match the Bounds-Maximum value
                              Do this by clicking once then a second time this will select a single data label
                              5) Delete all data labels leaving only the first and last
                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                              Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                              CAT1
                              Step by step instructions on how to edit a Vertical Bar
                              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                              1) Start data entry at CAT1
                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                              4) Turn onoff Categories as required

                              copy 2016 eMarketer Inc

                              hellip But in-store retail sales still fell

                              -50net sales on Thanksgiving Day and Black Friday

                              Source RetailNext Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Amazon Prime members are increasingly skipping Black Friday crowds

                              6559

                              0

                              100

                              2015 2016

                              Prime Members Who Will Shop in Stores on Black Friday

                              Source InfoScout Nov 26 survey of Prime members

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                              44 of consumers

                              shopped online

                              40 of consumers

                              shopped in-store

                              Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Thanksgiving Weekend online sales went up sharply

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Only 19 of US smartphone users bought the majority of their purchases spontaneously

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                              SeptemberndashNovember economic performance

                              Election effect

                              Thanksgiving and Cyber Week

                              Total Retail Ecommerce

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Big Retailers Launch Online Counterattack

                              copy 2016 eMarketer Inc

                              Backstory Amazon has been laying waste to other retailers in ecommerce

                              2227 30 34

                              4046

                              0

                              100

                              2011 2012 2013 2014 2015 2016

                              Amazonrsquos Share of Retail Ecommerce Sales

                              Source Institute for Local Self-Reliance

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Amazon is becoming a leading product search engine for mobile shoppers

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Backstory Amazon has been laying waste to other retailers in ecommerce

                              Amazon accounted for at least

                              37 of US ecommerce sales from November 24ndash28

                              Source Internet Retailer Nov 29 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                              Day and 138 jump on Black Friday Source AdRoll Nov 2016

                              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              While digital spending went up total ad spending by big retailers went down

                              -9drop in overall retailer ad spending in the four weeks

                              ending on November 27Source Kantar Media Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Retailers also seem to be doing a better job with in-store pickup of online purchases

                              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Net promoter scores for online shoppers of omnichannel retailers went up in November

                              39 in October 2016 to 45 in November 2016

                              Amazon stayed flat albeit at a higher level

                              Source Bain amp Company Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                              39

                              32

                              25

                              61

                              68

                              75

                              0 100Pure Play Multichannel

                              Cyber Monday

                              Black Friday

                              Percent share of desktop ecommerce

                              Thanksgiving

                              43

                              27

                              17

                              57

                              73

                              83

                              0 100Pure Play Multichannel

                              Cyber Monday

                              Black Friday

                              Percent share of desktop ecommerce

                              Thanksgiving

                              2015 2016

                              Source comScore Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Thanksgiving Promotions Starting Earlier and Ending

                              Later

                              copy 2016 eMarketer Inc

                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                              (pre-Black Friday Sale)

                              BLACKFRIDAY(select deals)

                              Image Creative commons

                              November 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              lsquoThanksgiving Eversquo is becoming a bigger event

                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                              The peak online shopping hour on Cyber Monday

                              NetElixir 7-8pm Hooklogic 8-9pm

                              Bloomreach 630pm

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Mobile Commerce Revolution Continues

                              copy 2016 eMarketer Inc

                              US retail mcommerce sales are expected to accelerate in 2016

                              Mcommerce sales will rise 432 in 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              The largest part of mcommerce growth will come from purchases via smartphones

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                              26

                              41

                              29

                              0

                              50

                              Thanksgiving Day Black Friday Cyber Monday

                              Mcommerce Sales Growth 2015ndash2016

                              Source comScore Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Mcommercersquos sales share peaked on Thanksgiving Day

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                              5350 52 51

                              43

                              0

                              100Mobile Share of Unique

                              User Visits

                              Source Hooklogic Nov 2016

                              5755 59 58

                              47

                              0

                              100Mobile Share of Visits

                              Source NetElixir Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              The majority of mobile shopping visits on Cyber Monday came from apps

                              Source ComScore Dec 2016

                              eMwebinar

                              Chart1

                              Online Retail Visits on Cyber Monday
                              044
                              027
                              029

                              Sheet1

                              copy 2016 eMarketer Inc

                              Mobile performance was up across the board

                              Compared with 2015 this yearrsquos Cyber Weekend saw

                              Smartphone conversion rates up 53

                              Average order value up 29

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Product Trends

                              copy 2016 eMarketer Inc

                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                              26

                              3639

                              43

                              0

                              50

                              Books amp Entertainment Electronics Toys Apparel amp accessories

                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                              Source Branding Brand Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Shoes were one of the fastest growing subcategories for online purchases

                              53 year-over-year increase in online purchases of shoes

                              Source comScore Dec 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Top 10 toy searches on Hooklogic retailer sites

                              1 Hatchimals

                              2 Nintendo

                              3 Shopkins

                              4 Lego

                              5 Paw Patrol

                              6 NES Classic Edition

                              7 PokeacutemonPokeacutemon cards

                              8 Barbie

                              9 Our Generation

                              10 Xbox One

                              Source Hooklogic

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Expectations for the Rest of the Season

                              copy 2016 eMarketer Inc

                              Impact of competitive discounting on holiday ecommerce

                              SalesTrafficMargins

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                              9 of shoppers had completed their shopping by the start

                              of Cyber Monday down from 11 in 2015

                              23 hadnrsquot started shopping by the start of Cyber Monday

                              up from 19 in 2015

                              Source National Retail Federation and Prosper Analytics Nov 2016

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                              eMwebinar

                              copy 2016 eMarketer Inc

                              Recap

                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                              and a 33 gain for total retail sales looks to be on target

                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                              Mobile As expected mcommerce continues to grow rapidly

                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                              eMwebinar

                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                              - Max Levchin Founder

                              54

                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                              are empowered to buy what works for them - leading to higher conversions

                              $1500M ODERN COUCH

                              MONTHLY PAYMENTS AS LOW AS

                              $51671mo for 3 months

                              $26477mo for 6 months

                              $13892mo for 12 months

                              55

                              Affirm builds trust through transparency

                              Modern financing delivers results for retailers

                              Source Affirm Merchant Case Study March 2016

                              57

                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                              are typically in pursuit of big sales and slashed prices however we sold our

                              $2000+ bikes for full price ldquo

                              2016 Affirm Holiday Shopping Report December 2016

                              - Graham Stanton President and co-founder of Peloton

                              aff i rmcombusiness

                              copy 2016 eMarketer Inc

                              Learn more about digital marketing with an eMarketer corporate subscription

                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                              QampA Session

                              Made possible by

                              You will receive an email tomorrow with a link to view the

                              deck and webinar recording

                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                              Yory Wurmser

                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                              Recap

                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                              US Mcommerce Update 2016 Behind the Rapid Growth

                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                              Performance Marketing in Retail

                              • Slide Number 1
                              • Agenda
                              • Slide Number 3
                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                              • Short Answer
                              • Longer Answer A lot has happened since September
                              • 1 Economic performance since September Q3 economic figures were revised upward
                              • Preliminary October and November numbers also indicate a strong US economy
                              • Consumer confidence rebounded strongly in November
                              • 2 Online shopping around the election was depressed
                              • As a result of the election ecommerce growth in the first half of November came in low
                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                              • hellip But in-store retail sales still fell
                              • Amazon Prime members are increasingly skipping Black Friday crowds
                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                              • Thanksgiving Weekend online sales went up sharply
                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                              • Slide Number 20
                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                              • Amazon is becoming a leading product search engine for mobile shoppers
                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                              • Retailers fought back this year with digital advertising and steeper discounts
                              • While digital spending went up total ad spending by big retailers went down
                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                              • Slide Number 30
                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                              • lsquoThanksgiving Eversquo is becoming a bigger event
                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                              • Slide Number 35
                              • US retail mcommerce sales are expected to accelerate in 2016
                              • The largest part of mcommerce growth will come from purchases via smartphones
                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                              • Mcommercersquos sales share peaked on Thanksgiving Day
                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                              • The majority of mobile shopping visits on Cyber Monday came from apps
                              • Mobile performance was up across the board
                              • Slide Number 43
                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                              • Shoes were one of the fastest growing subcategories for online purchases
                              • Top 10 toy searches on Hooklogic retailer sites
                              • Slide Number 47
                              • Impact of competitive discounting on holiday ecommerce
                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                              • Recap
                              • Slide Number 53
                              • Slide Number 54
                              • Slide Number 55
                              • Slide Number 56
                              • Slide Number 57
                              • Slide Number 58
                              • Slide Number 59
                                Online Retail Visits on Cyber Monday
                                Desktop44
                                Mobile Web27
                                Mobile App29
                                Desktop
                                Mobile Web
                                Mobile App
                                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                1 Input category names dates and data into CHART DATA section below
                                (if your s arent s first change the cell format to numbers)
                                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                3 Make other formatting changes as desired to make chart fit your needs
                                4 Use color for emphasis
                                CHART DATA
                                2011201220132014201520162020
                                CAT1222730344046
                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                CHART DATA
                                AugSeptOctNov20192020
                                CAT11018104110081071095096
                                CAT2810820830840850860
                                CAT3710720730740750760
                                CAT4610620630640650660
                                CAT5510520530540550560
                                CAT6410420430440450460
                                CAT7310320330340350360
                                CAT8210220230240250260
                                CAT9110120130140150160
                                CAT10102030405060
                                INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                CHART DATA
                                20142015
                                CAT1900950
                                CAT2800850
                                CAT3700750
                                CAT4600650
                                CAT5500550
                                CAT6400450
                                CAT7300350
                                CAT8200250
                                CAT9100150
                                CAT100050
                                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                CHART DATA
                                2Election Day1Cyber SundayCyber Monday20192020
                                Mobile Share of Online Orders5348504841950960
                                CAT2800810820830840850860
                                CAT3700710720730740750760
                                CAT4600610620630640650660
                                CAT5500510520530540550560
                                CAT6400410420430440450460
                                CAT7300310320330340350360
                                CAT8200210220230240250260
                                CAT9100110120130140150160
                                CAT1000102030405060
                                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                CHART DATA
                                Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                Mobile Share of Online Orders5348504841950960
                                CAT2800810820830840850860
                                CAT3700710720730740750760
                                CAT4600610620630640650660
                                CAT5500510520530540550560
                                CAT6400410420430440450460
                                CAT7300310320330340350360
                                CAT8200210220230240250260
                                CAT9100110120130140150160
                                CAT1000102030405060
                                INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                CHART DATA 1
                                CAT1Cyber MondayBlack FridayThanksgiving
                                Pure Play393225
                                Multichannel616875
                                CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                AB
                                CAT11010
                                CAT21010
                                CAT31010
                                CAT41010
                                CAT51010
                                CAT61010
                                CAT71010
                                CAT81010
                                CAT91010
                                CAT101010
                                INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                CHART DATA
                                Data Series Label
                                CAT1066 B
                                CAT2150 B
                                CAT3173 B
                                CAT4209 B
                                CAT5233 B
                                CAT6238 B
                                CAT7327 B
                                CAT8343 B
                                CAT9349 B
                                CAT10665 B
                                INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                Do not editCHART DATA
                                DOT SPACING
                                COLUMNS20152016
                                11CAT11$13335$16115
                                10CAT10$8083$10320
                                9CAT9$1672$2221
                                8CAT8$1167$1464
                                7CAT7$1037$1202
                                6CAT6$926$1125
                                5CAT5$766$896
                                4CAT4$284$378
                                3CAT3$184$248
                                2CAT2$199$255DOT PLOT
                                1CAT1$14362$16614
                                CHART DATA
                                20152016
                                CAT11340950
                                CAT10800850
                                CAT9700750
                                CAT8600650
                                CAT7500550
                                CAT6400450
                                CAT5300350
                                CAT4200250
                                CAT3220440
                                CAT2340540
                                CAT1220360
                                INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                CHART DATA
                                2014201520162017201820192020
                                CAT1900910920930940950960
                                CAT2800810820830840850860
                                CAT3700710720730740750760
                                CAT4600610620630640650660
                                CAT5500510520530540550560
                                CAT6400410420430440450460
                                CAT7300310320330340350360
                                CAT8200210220230240250260
                                CAT9100110120130140150160
                                CAT1000102030405060
                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                CHART DATA
                                201320142015201620192020
                                CAT1$102$115$116$128095096
                                CAT2810820830840850860
                                CAT3710720730740750760
                                CAT4610620630640650660
                                CAT5510520530540550560
                                CAT6410420430440450460
                                CAT7310320330340350360
                                CAT8210220230240250260
                                CAT9110120130140150160
                                CAT10102030405060
                                INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                CHART DATA 1
                                CAT1Cyber MondayBlack FridayThanksgiving
                                Pure Play432717
                                Multichannel577357
                                CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                AB
                                CAT11010
                                CAT21010
                                CAT31010
                                CAT41010
                                CAT51010
                                CAT61010
                                CAT71010
                                CAT81010
                                CAT91010
                                CAT101010
                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                CHART DATA
                                201320142015201620192020
                                CAT1$102$115$116$128095096
                                CAT2810820830840850860
                                CAT3710720730740750760
                                CAT4610620630640650660
                                CAT5510520530540550560
                                CAT6410420430440450460
                                CAT7310320330340350360
                                CAT8210220230240250260
                                CAT9110120130140150160
                                CAT10102030405060
                                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                1 Input category names dates and data into CHART DATA section below
                                (if your s arent s first change the cell format to numbers)
                                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                3 Make other formatting changes as desired to make chart fit your needs
                                4 Use color for emphasis
                                CHART DATA
                                201520162020
                                Prime Members Who Will Shop in Stores on Black Friday6559
                                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                1 Input category names dates and data into CHART DATA section below
                                (if your s arent s first change the cell format to numbers)
                                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                3 Make other formatting changes as desired to make chart fit your needs
                                4 Use color for emphasis
                                CHART DATA
                                Black FridayBlack SaturdayBlack Sunday
                                Year-over-Year Change in Foot Traffic00-21-25
                                F

                                Foot traffic

                                Source Shoppertrak
                                Year-over-Year Change in Foot Traffic

                                Amazon Prime shoppers

                                Step by step instructions on how to edit a Vertical Bar
                                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                4) Turn onoff Categories as required

                                Amazon Prime shoppers

                                Source InfoScout Nov 26 Survey of Prime members
                                Prime Members Who Will Shop in Stores on Black Friday

                                Mobile Share (CA)

                                Step by step instructions on how to edit a Vertical Bar
                                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                4) Turn onoff Categories as required

                                Mobile Share (CA)

                                Source Gallup
                                CAT1
                                []

                                Comscore share (2)

                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                7) Change Number Category from Percentage to Number
                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                8) Press Reset on the maximum bounds number
                                9) change Units-Major value to match the Bounds-Maximum value
                                Do this by clicking once then a second time this will select a single data label
                                5) Delete all data labels leaving only the first and last
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Comscore share (2)

                                Cyber Monday
                                Black Friday
                                Source comScore Percent share of desktop ecommerce
                                Pure Play
                                Multichannel

                                Black Friday spending

                                B
                                Chart title here (Unit value here)
                                A
                                CAT1
                                CAT2
                                CAT3
                                CAT4
                                CAT5
                                CAT6
                                CAT7
                                CAT8
                                CAT9
                                CAT10
                                [VALUE]

                                Area Graph

                                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                1) Start data entry at cell I19
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                4) Turn onoff Categories as required
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Area Graph

                                Source Gallup
                                CAT1
                                []

                                Dot Plot

                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                7) Change Number Category from Percentage to Number
                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                8) Press Reset on the maximum bounds number
                                9) change Units-Major value to match the Bounds-Maximum value
                                Do this by clicking once then a second time this will select a single data label
                                5) Delete all data labels leaving only the first and last
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Dot Plot

                                CAT1
                                CAT2
                                CAT3
                                CAT4
                                CAT5
                                CAT6
                                CAT7
                                CAT8
                                CAT9
                                CAT10
                                Chart title here (Unit value here)
                                CAT1
                                CAT2
                                CAT3
                                CAT4
                                CAT5
                                CAT6
                                CAT7
                                CAT8
                                CAT9
                                CAT10

                                Horizontal Bar

                                Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                6) Change Number Category from Percentage to Number
                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                7) Press Reset on the maximum bounds number
                                8) change Units-Major value to match the Bounds-Maximum value
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Horizontal Bar

                                2015
                                2016
                                CAT11
                                CAT10
                                CAT9
                                CAT8
                                CAT7
                                CAT6
                                CAT5
                                CAT4
                                CAT3
                                CAT2
                                CAT1
                                Chart title here (Unit value here)
                                2016
                                2015

                                Comscore share

                                2015
                                2016
                                CAT11
                                CAT10
                                CAT9
                                CAT8
                                CAT7
                                CAT6
                                CAT5
                                CAT4
                                CAT3
                                CAT2
                                CAT1
                                Chart title here (Unit value here)
                                2016
                                2015

                                Line Graph

                                Step by step instructions on how to edit a Dot Plot
                                2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                1) Start data entry at CAT1
                                6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                3) Select chart and click on the top right + (Chart Elements)
                                4) Turn on Axes
                                6) Turn off Axes
                                7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Line Graph

                                Chart title here (Unit value here)
                                Data Series Label

                                Election impact

                                Step by step instructions on how to edit a Horizontal Bar
                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                4) Turn onoff Series Categories as required
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Election impact

                                Cyber Monday
                                Black Friday
                                Source comScore Percent share of desktop ecommerce
                                Pure Play
                                Multichannel

                                Slope Graph

                                B
                                Chart title here (Unit value here)
                                A
                                CAT1
                                CAT2
                                CAT3
                                CAT4
                                CAT5
                                CAT6
                                CAT7
                                CAT8
                                CAT9
                                CAT10
                                [VALUE]

                                Consumer Confidence

                                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                1) Start data entry at cell I19
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                4) Turn onoff Categories as required
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Consumer Confidence

                                Source Channel Advisor
                                Mobile Share of Online Orders

                                Vertical bar

                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                7) Change Number Category from Percentage to Number
                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                8) Press Reset on the maximum bounds number
                                9) change Units-Major value to match the Bounds-Maximum value
                                Do this by clicking once then a second time this will select a single data label
                                5) Delete all data labels leaving only the first and last
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                Vertical bar

                                Source Hooklogic
                                Mobile Share of Online Orders
                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                7) Change Number Category from Percentage to Number
                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                8) Press Reset on the maximum bounds number
                                9) change Units-Major value to match the Bounds-Maximum value
                                Do this by clicking once then a second time this will select a single data label
                                5) Delete all data labels leaving only the first and last
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                Chart title here (Unit value here)
                                CAT1
                                CAT2
                                CAT3
                                CAT4
                                CAT5
                                CAT6
                                CAT7
                                CAT8
                                CAT9
                                CAT10
                                CAT1
                                CAT2
                                CAT3
                                CAT4
                                CAT5
                                CAT6
                                CAT7
                                CAT8
                                CAT9
                                CAT10
                                Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                6) Change Number Category from Percentage to Number
                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                7) Press Reset on the maximum bounds number
                                8) change Units-Major value to match the Bounds-Maximum value
                                3) Select chart and click on the top right + (Chart Elements)
                                4) Turn on Primary Vertical
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                Source The Conference Board
                                CAT1
                                []
                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                7) Change Number Category from Percentage to Number
                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                4) Turn onoff Series Categories as required
                                8) Press Reset on the maximum bounds number
                                9) change Units-Major value to match the Bounds-Maximum value
                                Do this by clicking once then a second time this will select a single data label
                                5) Delete all data labels leaving only the first and last
                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                CAT1
                                Step by step instructions on how to edit a Vertical Bar
                                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                1) Start data entry at CAT1
                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                4) Turn onoff Categories as required

                                copy 2016 eMarketer Inc

                                hellip But in-store retail sales still fell

                                -50net sales on Thanksgiving Day and Black Friday

                                Source RetailNext Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Amazon Prime members are increasingly skipping Black Friday crowds

                                6559

                                0

                                100

                                2015 2016

                                Prime Members Who Will Shop in Stores on Black Friday

                                Source InfoScout Nov 26 survey of Prime members

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                44 of consumers

                                shopped online

                                40 of consumers

                                shopped in-store

                                Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Thanksgiving Weekend online sales went up sharply

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                SeptemberndashNovember economic performance

                                Election effect

                                Thanksgiving and Cyber Week

                                Total Retail Ecommerce

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Big Retailers Launch Online Counterattack

                                copy 2016 eMarketer Inc

                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                2227 30 34

                                4046

                                0

                                100

                                2011 2012 2013 2014 2015 2016

                                Amazonrsquos Share of Retail Ecommerce Sales

                                Source Institute for Local Self-Reliance

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Amazon is becoming a leading product search engine for mobile shoppers

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                Amazon accounted for at least

                                37 of US ecommerce sales from November 24ndash28

                                Source Internet Retailer Nov 29 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                While digital spending went up total ad spending by big retailers went down

                                -9drop in overall retailer ad spending in the four weeks

                                ending on November 27Source Kantar Media Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Retailers also seem to be doing a better job with in-store pickup of online purchases

                                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Net promoter scores for online shoppers of omnichannel retailers went up in November

                                39 in October 2016 to 45 in November 2016

                                Amazon stayed flat albeit at a higher level

                                Source Bain amp Company Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                39

                                32

                                25

                                61

                                68

                                75

                                0 100Pure Play Multichannel

                                Cyber Monday

                                Black Friday

                                Percent share of desktop ecommerce

                                Thanksgiving

                                43

                                27

                                17

                                57

                                73

                                83

                                0 100Pure Play Multichannel

                                Cyber Monday

                                Black Friday

                                Percent share of desktop ecommerce

                                Thanksgiving

                                2015 2016

                                Source comScore Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Thanksgiving Promotions Starting Earlier and Ending

                                Later

                                copy 2016 eMarketer Inc

                                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                (pre-Black Friday Sale)

                                BLACKFRIDAY(select deals)

                                Image Creative commons

                                November 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                lsquoThanksgiving Eversquo is becoming a bigger event

                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                The peak online shopping hour on Cyber Monday

                                NetElixir 7-8pm Hooklogic 8-9pm

                                Bloomreach 630pm

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Mobile Commerce Revolution Continues

                                copy 2016 eMarketer Inc

                                US retail mcommerce sales are expected to accelerate in 2016

                                Mcommerce sales will rise 432 in 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                The largest part of mcommerce growth will come from purchases via smartphones

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                26

                                41

                                29

                                0

                                50

                                Thanksgiving Day Black Friday Cyber Monday

                                Mcommerce Sales Growth 2015ndash2016

                                Source comScore Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Mcommercersquos sales share peaked on Thanksgiving Day

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                5350 52 51

                                43

                                0

                                100Mobile Share of Unique

                                User Visits

                                Source Hooklogic Nov 2016

                                5755 59 58

                                47

                                0

                                100Mobile Share of Visits

                                Source NetElixir Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                The majority of mobile shopping visits on Cyber Monday came from apps

                                Source ComScore Dec 2016

                                eMwebinar

                                Chart1

                                Online Retail Visits on Cyber Monday
                                044
                                027
                                029

                                Sheet1

                                copy 2016 eMarketer Inc

                                Mobile performance was up across the board

                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                Smartphone conversion rates up 53

                                Average order value up 29

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Product Trends

                                copy 2016 eMarketer Inc

                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                26

                                3639

                                43

                                0

                                50

                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                Source Branding Brand Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Shoes were one of the fastest growing subcategories for online purchases

                                53 year-over-year increase in online purchases of shoes

                                Source comScore Dec 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Top 10 toy searches on Hooklogic retailer sites

                                1 Hatchimals

                                2 Nintendo

                                3 Shopkins

                                4 Lego

                                5 Paw Patrol

                                6 NES Classic Edition

                                7 PokeacutemonPokeacutemon cards

                                8 Barbie

                                9 Our Generation

                                10 Xbox One

                                Source Hooklogic

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Expectations for the Rest of the Season

                                copy 2016 eMarketer Inc

                                Impact of competitive discounting on holiday ecommerce

                                SalesTrafficMargins

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                9 of shoppers had completed their shopping by the start

                                of Cyber Monday down from 11 in 2015

                                23 hadnrsquot started shopping by the start of Cyber Monday

                                up from 19 in 2015

                                Source National Retail Federation and Prosper Analytics Nov 2016

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                eMwebinar

                                copy 2016 eMarketer Inc

                                Recap

                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                and a 33 gain for total retail sales looks to be on target

                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                Mobile As expected mcommerce continues to grow rapidly

                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                eMwebinar

                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                - Max Levchin Founder

                                54

                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                are empowered to buy what works for them - leading to higher conversions

                                $1500M ODERN COUCH

                                MONTHLY PAYMENTS AS LOW AS

                                $51671mo for 3 months

                                $26477mo for 6 months

                                $13892mo for 12 months

                                55

                                Affirm builds trust through transparency

                                Modern financing delivers results for retailers

                                Source Affirm Merchant Case Study March 2016

                                57

                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                are typically in pursuit of big sales and slashed prices however we sold our

                                $2000+ bikes for full price ldquo

                                2016 Affirm Holiday Shopping Report December 2016

                                - Graham Stanton President and co-founder of Peloton

                                aff i rmcombusiness

                                copy 2016 eMarketer Inc

                                Learn more about digital marketing with an eMarketer corporate subscription

                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                QampA Session

                                Made possible by

                                You will receive an email tomorrow with a link to view the

                                deck and webinar recording

                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                Yory Wurmser

                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                Recap

                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                US Mcommerce Update 2016 Behind the Rapid Growth

                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                Performance Marketing in Retail

                                • Slide Number 1
                                • Agenda
                                • Slide Number 3
                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                • Short Answer
                                • Longer Answer A lot has happened since September
                                • 1 Economic performance since September Q3 economic figures were revised upward
                                • Preliminary October and November numbers also indicate a strong US economy
                                • Consumer confidence rebounded strongly in November
                                • 2 Online shopping around the election was depressed
                                • As a result of the election ecommerce growth in the first half of November came in low
                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                • hellip But in-store retail sales still fell
                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                • Thanksgiving Weekend online sales went up sharply
                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                • Slide Number 20
                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                • Amazon is becoming a leading product search engine for mobile shoppers
                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                • Retailers fought back this year with digital advertising and steeper discounts
                                • While digital spending went up total ad spending by big retailers went down
                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                • Slide Number 30
                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                • Slide Number 35
                                • US retail mcommerce sales are expected to accelerate in 2016
                                • The largest part of mcommerce growth will come from purchases via smartphones
                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                • Mobile performance was up across the board
                                • Slide Number 43
                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                • Shoes were one of the fastest growing subcategories for online purchases
                                • Top 10 toy searches on Hooklogic retailer sites
                                • Slide Number 47
                                • Impact of competitive discounting on holiday ecommerce
                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                • Recap
                                • Slide Number 53
                                • Slide Number 54
                                • Slide Number 55
                                • Slide Number 56
                                • Slide Number 57
                                • Slide Number 58
                                • Slide Number 59
                                  Online Retail Visits on Cyber Monday
                                  Desktop44
                                  Mobile Web27
                                  Mobile App29
                                  Desktop
                                  Mobile Web
                                  Mobile App
                                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                  1 Input category names dates and data into CHART DATA section below
                                  (if your s arent s first change the cell format to numbers)
                                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                  3 Make other formatting changes as desired to make chart fit your needs
                                  4 Use color for emphasis
                                  CHART DATA
                                  2011201220132014201520162020
                                  CAT1222730344046
                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                  CHART DATA
                                  AugSeptOctNov20192020
                                  CAT11018104110081071095096
                                  CAT2810820830840850860
                                  CAT3710720730740750760
                                  CAT4610620630640650660
                                  CAT5510520530540550560
                                  CAT6410420430440450460
                                  CAT7310320330340350360
                                  CAT8210220230240250260
                                  CAT9110120130140150160
                                  CAT10102030405060
                                  INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                  CHART DATA
                                  20142015
                                  CAT1900950
                                  CAT2800850
                                  CAT3700750
                                  CAT4600650
                                  CAT5500550
                                  CAT6400450
                                  CAT7300350
                                  CAT8200250
                                  CAT9100150
                                  CAT100050
                                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                  CHART DATA
                                  2Election Day1Cyber SundayCyber Monday20192020
                                  Mobile Share of Online Orders5348504841950960
                                  CAT2800810820830840850860
                                  CAT3700710720730740750760
                                  CAT4600610620630640650660
                                  CAT5500510520530540550560
                                  CAT6400410420430440450460
                                  CAT7300310320330340350360
                                  CAT8200210220230240250260
                                  CAT9100110120130140150160
                                  CAT1000102030405060
                                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                  CHART DATA
                                  Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                  Mobile Share of Online Orders5348504841950960
                                  CAT2800810820830840850860
                                  CAT3700710720730740750760
                                  CAT4600610620630640650660
                                  CAT5500510520530540550560
                                  CAT6400410420430440450460
                                  CAT7300310320330340350360
                                  CAT8200210220230240250260
                                  CAT9100110120130140150160
                                  CAT1000102030405060
                                  INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                  CHART DATA 1
                                  CAT1Cyber MondayBlack FridayThanksgiving
                                  Pure Play393225
                                  Multichannel616875
                                  CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                  AB
                                  CAT11010
                                  CAT21010
                                  CAT31010
                                  CAT41010
                                  CAT51010
                                  CAT61010
                                  CAT71010
                                  CAT81010
                                  CAT91010
                                  CAT101010
                                  INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                  CHART DATA
                                  Data Series Label
                                  CAT1066 B
                                  CAT2150 B
                                  CAT3173 B
                                  CAT4209 B
                                  CAT5233 B
                                  CAT6238 B
                                  CAT7327 B
                                  CAT8343 B
                                  CAT9349 B
                                  CAT10665 B
                                  INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                  Do not editCHART DATA
                                  DOT SPACING
                                  COLUMNS20152016
                                  11CAT11$13335$16115
                                  10CAT10$8083$10320
                                  9CAT9$1672$2221
                                  8CAT8$1167$1464
                                  7CAT7$1037$1202
                                  6CAT6$926$1125
                                  5CAT5$766$896
                                  4CAT4$284$378
                                  3CAT3$184$248
                                  2CAT2$199$255DOT PLOT
                                  1CAT1$14362$16614
                                  CHART DATA
                                  20152016
                                  CAT11340950
                                  CAT10800850
                                  CAT9700750
                                  CAT8600650
                                  CAT7500550
                                  CAT6400450
                                  CAT5300350
                                  CAT4200250
                                  CAT3220440
                                  CAT2340540
                                  CAT1220360
                                  INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                  CHART DATA
                                  2014201520162017201820192020
                                  CAT1900910920930940950960
                                  CAT2800810820830840850860
                                  CAT3700710720730740750760
                                  CAT4600610620630640650660
                                  CAT5500510520530540550560
                                  CAT6400410420430440450460
                                  CAT7300310320330340350360
                                  CAT8200210220230240250260
                                  CAT9100110120130140150160
                                  CAT1000102030405060
                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                  CHART DATA
                                  201320142015201620192020
                                  CAT1$102$115$116$128095096
                                  CAT2810820830840850860
                                  CAT3710720730740750760
                                  CAT4610620630640650660
                                  CAT5510520530540550560
                                  CAT6410420430440450460
                                  CAT7310320330340350360
                                  CAT8210220230240250260
                                  CAT9110120130140150160
                                  CAT10102030405060
                                  INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                  CHART DATA 1
                                  CAT1Cyber MondayBlack FridayThanksgiving
                                  Pure Play432717
                                  Multichannel577357
                                  CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                  AB
                                  CAT11010
                                  CAT21010
                                  CAT31010
                                  CAT41010
                                  CAT51010
                                  CAT61010
                                  CAT71010
                                  CAT81010
                                  CAT91010
                                  CAT101010
                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                  CHART DATA
                                  201320142015201620192020
                                  CAT1$102$115$116$128095096
                                  CAT2810820830840850860
                                  CAT3710720730740750760
                                  CAT4610620630640650660
                                  CAT5510520530540550560
                                  CAT6410420430440450460
                                  CAT7310320330340350360
                                  CAT8210220230240250260
                                  CAT9110120130140150160
                                  CAT10102030405060
                                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                  1 Input category names dates and data into CHART DATA section below
                                  (if your s arent s first change the cell format to numbers)
                                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                  3 Make other formatting changes as desired to make chart fit your needs
                                  4 Use color for emphasis
                                  CHART DATA
                                  201520162020
                                  Prime Members Who Will Shop in Stores on Black Friday6559

                                  Amazon Prime shoppers

                                  Step by step instructions on how to edit a Vertical Bar
                                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  4) Turn onoff Categories as required

                                  Amazon Prime shoppers

                                  Source InfoScout Nov 26 Survey of Prime members
                                  Prime Members Who Will Shop in Stores on Black Friday

                                  Mobile Share (CA)

                                  Step by step instructions on how to edit a Vertical Bar
                                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  4) Turn onoff Categories as required

                                  Mobile Share (CA)

                                  Source Gallup
                                  CAT1
                                  []

                                  Comscore share (2)

                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  7) Change Number Category from Percentage to Number
                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  8) Press Reset on the maximum bounds number
                                  9) change Units-Major value to match the Bounds-Maximum value
                                  Do this by clicking once then a second time this will select a single data label
                                  5) Delete all data labels leaving only the first and last
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Comscore share (2)

                                  Cyber Monday
                                  Black Friday
                                  Source comScore Percent share of desktop ecommerce
                                  Pure Play
                                  Multichannel

                                  Black Friday spending

                                  B
                                  Chart title here (Unit value here)
                                  A
                                  CAT1
                                  CAT2
                                  CAT3
                                  CAT4
                                  CAT5
                                  CAT6
                                  CAT7
                                  CAT8
                                  CAT9
                                  CAT10
                                  [VALUE]

                                  Area Graph

                                  Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                  2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                  1) Start data entry at cell I19
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  4) Turn onoff Categories as required
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Area Graph

                                  Source Gallup
                                  CAT1
                                  []

                                  Dot Plot

                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  7) Change Number Category from Percentage to Number
                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  8) Press Reset on the maximum bounds number
                                  9) change Units-Major value to match the Bounds-Maximum value
                                  Do this by clicking once then a second time this will select a single data label
                                  5) Delete all data labels leaving only the first and last
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Dot Plot

                                  CAT1
                                  CAT2
                                  CAT3
                                  CAT4
                                  CAT5
                                  CAT6
                                  CAT7
                                  CAT8
                                  CAT9
                                  CAT10
                                  Chart title here (Unit value here)
                                  CAT1
                                  CAT2
                                  CAT3
                                  CAT4
                                  CAT5
                                  CAT6
                                  CAT7
                                  CAT8
                                  CAT9
                                  CAT10

                                  Horizontal Bar

                                  Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  6) Change Number Category from Percentage to Number
                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  7) Press Reset on the maximum bounds number
                                  8) change Units-Major value to match the Bounds-Maximum value
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Horizontal Bar

                                  2015
                                  2016
                                  CAT11
                                  CAT10
                                  CAT9
                                  CAT8
                                  CAT7
                                  CAT6
                                  CAT5
                                  CAT4
                                  CAT3
                                  CAT2
                                  CAT1
                                  Chart title here (Unit value here)
                                  2016
                                  2015

                                  Comscore share

                                  2015
                                  2016
                                  CAT11
                                  CAT10
                                  CAT9
                                  CAT8
                                  CAT7
                                  CAT6
                                  CAT5
                                  CAT4
                                  CAT3
                                  CAT2
                                  CAT1
                                  Chart title here (Unit value here)
                                  2016
                                  2015

                                  Line Graph

                                  Step by step instructions on how to edit a Dot Plot
                                  2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                  1) Start data entry at CAT1
                                  6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  3) Select chart and click on the top right + (Chart Elements)
                                  4) Turn on Axes
                                  6) Turn off Axes
                                  7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Line Graph

                                  Chart title here (Unit value here)
                                  Data Series Label

                                  Election impact

                                  Step by step instructions on how to edit a Horizontal Bar
                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  4) Turn onoff Series Categories as required
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Election impact

                                  Cyber Monday
                                  Black Friday
                                  Source comScore Percent share of desktop ecommerce
                                  Pure Play
                                  Multichannel

                                  Slope Graph

                                  B
                                  Chart title here (Unit value here)
                                  A
                                  CAT1
                                  CAT2
                                  CAT3
                                  CAT4
                                  CAT5
                                  CAT6
                                  CAT7
                                  CAT8
                                  CAT9
                                  CAT10
                                  [VALUE]

                                  Consumer Confidence

                                  Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                  2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                  1) Start data entry at cell I19
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  4) Turn onoff Categories as required
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Consumer Confidence

                                  Source Channel Advisor
                                  Mobile Share of Online Orders

                                  Vertical bar

                                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  7) Change Number Category from Percentage to Number
                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  8) Press Reset on the maximum bounds number
                                  9) change Units-Major value to match the Bounds-Maximum value
                                  Do this by clicking once then a second time this will select a single data label
                                  5) Delete all data labels leaving only the first and last
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                  Vertical bar

                                  Source Hooklogic
                                  Mobile Share of Online Orders
                                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  7) Change Number Category from Percentage to Number
                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  8) Press Reset on the maximum bounds number
                                  9) change Units-Major value to match the Bounds-Maximum value
                                  Do this by clicking once then a second time this will select a single data label
                                  5) Delete all data labels leaving only the first and last
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                  Chart title here (Unit value here)
                                  CAT1
                                  CAT2
                                  CAT3
                                  CAT4
                                  CAT5
                                  CAT6
                                  CAT7
                                  CAT8
                                  CAT9
                                  CAT10
                                  CAT1
                                  CAT2
                                  CAT3
                                  CAT4
                                  CAT5
                                  CAT6
                                  CAT7
                                  CAT8
                                  CAT9
                                  CAT10
                                  Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  6) Change Number Category from Percentage to Number
                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  7) Press Reset on the maximum bounds number
                                  8) change Units-Major value to match the Bounds-Maximum value
                                  3) Select chart and click on the top right + (Chart Elements)
                                  4) Turn on Primary Vertical
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                  Source The Conference Board
                                  CAT1
                                  []
                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  7) Change Number Category from Percentage to Number
                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                  4) Turn onoff Series Categories as required
                                  8) Press Reset on the maximum bounds number
                                  9) change Units-Major value to match the Bounds-Maximum value
                                  Do this by clicking once then a second time this will select a single data label
                                  5) Delete all data labels leaving only the first and last
                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                  Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                  CAT1
                                  Step by step instructions on how to edit a Vertical Bar
                                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                  1) Start data entry at CAT1
                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                  4) Turn onoff Categories as required

                                  copy 2016 eMarketer Inc

                                  hellip But in-store retail sales still fell

                                  -50net sales on Thanksgiving Day and Black Friday

                                  Source RetailNext Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Amazon Prime members are increasingly skipping Black Friday crowds

                                  6559

                                  0

                                  100

                                  2015 2016

                                  Prime Members Who Will Shop in Stores on Black Friday

                                  Source InfoScout Nov 26 survey of Prime members

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                  44 of consumers

                                  shopped online

                                  40 of consumers

                                  shopped in-store

                                  Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Thanksgiving Weekend online sales went up sharply

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                  SeptemberndashNovember economic performance

                                  Election effect

                                  Thanksgiving and Cyber Week

                                  Total Retail Ecommerce

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Big Retailers Launch Online Counterattack

                                  copy 2016 eMarketer Inc

                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                  2227 30 34

                                  4046

                                  0

                                  100

                                  2011 2012 2013 2014 2015 2016

                                  Amazonrsquos Share of Retail Ecommerce Sales

                                  Source Institute for Local Self-Reliance

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Amazon is becoming a leading product search engine for mobile shoppers

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                  Amazon accounted for at least

                                  37 of US ecommerce sales from November 24ndash28

                                  Source Internet Retailer Nov 29 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                  Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                  More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                  More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                  Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                  More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  While digital spending went up total ad spending by big retailers went down

                                  -9drop in overall retailer ad spending in the four weeks

                                  ending on November 27Source Kantar Media Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                                  39 in October 2016 to 45 in November 2016

                                  Amazon stayed flat albeit at a higher level

                                  Source Bain amp Company Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                  39

                                  32

                                  25

                                  61

                                  68

                                  75

                                  0 100Pure Play Multichannel

                                  Cyber Monday

                                  Black Friday

                                  Percent share of desktop ecommerce

                                  Thanksgiving

                                  43

                                  27

                                  17

                                  57

                                  73

                                  83

                                  0 100Pure Play Multichannel

                                  Cyber Monday

                                  Black Friday

                                  Percent share of desktop ecommerce

                                  Thanksgiving

                                  2015 2016

                                  Source comScore Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Thanksgiving Promotions Starting Earlier and Ending

                                  Later

                                  copy 2016 eMarketer Inc

                                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                  (pre-Black Friday Sale)

                                  BLACKFRIDAY(select deals)

                                  Image Creative commons

                                  November 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  lsquoThanksgiving Eversquo is becoming a bigger event

                                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                  The peak online shopping hour on Cyber Monday

                                  NetElixir 7-8pm Hooklogic 8-9pm

                                  Bloomreach 630pm

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Mobile Commerce Revolution Continues

                                  copy 2016 eMarketer Inc

                                  US retail mcommerce sales are expected to accelerate in 2016

                                  Mcommerce sales will rise 432 in 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  The largest part of mcommerce growth will come from purchases via smartphones

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                  26

                                  41

                                  29

                                  0

                                  50

                                  Thanksgiving Day Black Friday Cyber Monday

                                  Mcommerce Sales Growth 2015ndash2016

                                  Source comScore Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                  5350 52 51

                                  43

                                  0

                                  100Mobile Share of Unique

                                  User Visits

                                  Source Hooklogic Nov 2016

                                  5755 59 58

                                  47

                                  0

                                  100Mobile Share of Visits

                                  Source NetElixir Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                  Source ComScore Dec 2016

                                  eMwebinar

                                  Chart1

                                  Online Retail Visits on Cyber Monday
                                  044
                                  027
                                  029

                                  Sheet1

                                  copy 2016 eMarketer Inc

                                  Mobile performance was up across the board

                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                  Smartphone conversion rates up 53

                                  Average order value up 29

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Product Trends

                                  copy 2016 eMarketer Inc

                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                  26

                                  3639

                                  43

                                  0

                                  50

                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                  Source Branding Brand Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Shoes were one of the fastest growing subcategories for online purchases

                                  53 year-over-year increase in online purchases of shoes

                                  Source comScore Dec 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Top 10 toy searches on Hooklogic retailer sites

                                  1 Hatchimals

                                  2 Nintendo

                                  3 Shopkins

                                  4 Lego

                                  5 Paw Patrol

                                  6 NES Classic Edition

                                  7 PokeacutemonPokeacutemon cards

                                  8 Barbie

                                  9 Our Generation

                                  10 Xbox One

                                  Source Hooklogic

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Expectations for the Rest of the Season

                                  copy 2016 eMarketer Inc

                                  Impact of competitive discounting on holiday ecommerce

                                  SalesTrafficMargins

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                  9 of shoppers had completed their shopping by the start

                                  of Cyber Monday down from 11 in 2015

                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                  up from 19 in 2015

                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                  eMwebinar

                                  copy 2016 eMarketer Inc

                                  Recap

                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                  and a 33 gain for total retail sales looks to be on target

                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                  Mobile As expected mcommerce continues to grow rapidly

                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                  eMwebinar

                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                  - Max Levchin Founder

                                  54

                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                  are empowered to buy what works for them - leading to higher conversions

                                  $1500M ODERN COUCH

                                  MONTHLY PAYMENTS AS LOW AS

                                  $51671mo for 3 months

                                  $26477mo for 6 months

                                  $13892mo for 12 months

                                  55

                                  Affirm builds trust through transparency

                                  Modern financing delivers results for retailers

                                  Source Affirm Merchant Case Study March 2016

                                  57

                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                  are typically in pursuit of big sales and slashed prices however we sold our

                                  $2000+ bikes for full price ldquo

                                  2016 Affirm Holiday Shopping Report December 2016

                                  - Graham Stanton President and co-founder of Peloton

                                  aff i rmcombusiness

                                  copy 2016 eMarketer Inc

                                  Learn more about digital marketing with an eMarketer corporate subscription

                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                  QampA Session

                                  Made possible by

                                  You will receive an email tomorrow with a link to view the

                                  deck and webinar recording

                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                  Yory Wurmser

                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                  Recap

                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                  Performance Marketing in Retail

                                  • Slide Number 1
                                  • Agenda
                                  • Slide Number 3
                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                  • Short Answer
                                  • Longer Answer A lot has happened since September
                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                  • Preliminary October and November numbers also indicate a strong US economy
                                  • Consumer confidence rebounded strongly in November
                                  • 2 Online shopping around the election was depressed
                                  • As a result of the election ecommerce growth in the first half of November came in low
                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                  • hellip But in-store retail sales still fell
                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                  • Thanksgiving Weekend online sales went up sharply
                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                  • Slide Number 20
                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                  • Retailers fought back this year with digital advertising and steeper discounts
                                  • While digital spending went up total ad spending by big retailers went down
                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                  • Slide Number 30
                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                  • Slide Number 35
                                  • US retail mcommerce sales are expected to accelerate in 2016
                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                  • Mobile performance was up across the board
                                  • Slide Number 43
                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                  • Shoes were one of the fastest growing subcategories for online purchases
                                  • Top 10 toy searches on Hooklogic retailer sites
                                  • Slide Number 47
                                  • Impact of competitive discounting on holiday ecommerce
                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                  • Recap
                                  • Slide Number 53
                                  • Slide Number 54
                                  • Slide Number 55
                                  • Slide Number 56
                                  • Slide Number 57
                                  • Slide Number 58
                                  • Slide Number 59
                                    Online Retail Visits on Cyber Monday
                                    Desktop44
                                    Mobile Web27
                                    Mobile App29
                                    Desktop
                                    Mobile Web
                                    Mobile App
                                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                    1 Input category names dates and data into CHART DATA section below
                                    (if your s arent s first change the cell format to numbers)
                                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                    3 Make other formatting changes as desired to make chart fit your needs
                                    4 Use color for emphasis
                                    CHART DATA
                                    2011201220132014201520162020
                                    CAT1222730344046
                                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                    CHART DATA
                                    AugSeptOctNov20192020
                                    CAT11018104110081071095096
                                    CAT2810820830840850860
                                    CAT3710720730740750760
                                    CAT4610620630640650660
                                    CAT5510520530540550560
                                    CAT6410420430440450460
                                    CAT7310320330340350360
                                    CAT8210220230240250260
                                    CAT9110120130140150160
                                    CAT10102030405060
                                    INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                    CHART DATA
                                    20142015
                                    CAT1900950
                                    CAT2800850
                                    CAT3700750
                                    CAT4600650
                                    CAT5500550
                                    CAT6400450
                                    CAT7300350
                                    CAT8200250
                                    CAT9100150
                                    CAT100050
                                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                    CHART DATA
                                    2Election Day1Cyber SundayCyber Monday20192020
                                    Mobile Share of Online Orders5348504841950960
                                    CAT2800810820830840850860
                                    CAT3700710720730740750760
                                    CAT4600610620630640650660
                                    CAT5500510520530540550560
                                    CAT6400410420430440450460
                                    CAT7300310320330340350360
                                    CAT8200210220230240250260
                                    CAT9100110120130140150160
                                    CAT1000102030405060
                                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                    CHART DATA
                                    Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                    Mobile Share of Online Orders5348504841950960
                                    CAT2800810820830840850860
                                    CAT3700710720730740750760
                                    CAT4600610620630640650660
                                    CAT5500510520530540550560
                                    CAT6400410420430440450460
                                    CAT7300310320330340350360
                                    CAT8200210220230240250260
                                    CAT9100110120130140150160
                                    CAT1000102030405060
                                    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                    CHART DATA 1
                                    CAT1Cyber MondayBlack FridayThanksgiving
                                    Pure Play393225
                                    Multichannel616875
                                    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                    AB
                                    CAT11010
                                    CAT21010
                                    CAT31010
                                    CAT41010
                                    CAT51010
                                    CAT61010
                                    CAT71010
                                    CAT81010
                                    CAT91010
                                    CAT101010
                                    INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                    CHART DATA
                                    Data Series Label
                                    CAT1066 B
                                    CAT2150 B
                                    CAT3173 B
                                    CAT4209 B
                                    CAT5233 B
                                    CAT6238 B
                                    CAT7327 B
                                    CAT8343 B
                                    CAT9349 B
                                    CAT10665 B
                                    INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                    Do not editCHART DATA
                                    DOT SPACING
                                    COLUMNS20152016
                                    11CAT11$13335$16115
                                    10CAT10$8083$10320
                                    9CAT9$1672$2221
                                    8CAT8$1167$1464
                                    7CAT7$1037$1202
                                    6CAT6$926$1125
                                    5CAT5$766$896
                                    4CAT4$284$378
                                    3CAT3$184$248
                                    2CAT2$199$255DOT PLOT
                                    1CAT1$14362$16614
                                    CHART DATA
                                    20152016
                                    CAT11340950
                                    CAT10800850
                                    CAT9700750
                                    CAT8600650
                                    CAT7500550
                                    CAT6400450
                                    CAT5300350
                                    CAT4200250
                                    CAT3220440
                                    CAT2340540
                                    CAT1220360
                                    INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                    CHART DATA
                                    2014201520162017201820192020
                                    CAT1900910920930940950960
                                    CAT2800810820830840850860
                                    CAT3700710720730740750760
                                    CAT4600610620630640650660
                                    CAT5500510520530540550560
                                    CAT6400410420430440450460
                                    CAT7300310320330340350360
                                    CAT8200210220230240250260
                                    CAT9100110120130140150160
                                    CAT1000102030405060
                                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                    CHART DATA
                                    201320142015201620192020
                                    CAT1$102$115$116$128095096
                                    CAT2810820830840850860
                                    CAT3710720730740750760
                                    CAT4610620630640650660
                                    CAT5510520530540550560
                                    CAT6410420430440450460
                                    CAT7310320330340350360
                                    CAT8210220230240250260
                                    CAT9110120130140150160
                                    CAT10102030405060
                                    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                    CHART DATA 1
                                    CAT1Cyber MondayBlack FridayThanksgiving
                                    Pure Play432717
                                    Multichannel577357
                                    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                    AB
                                    CAT11010
                                    CAT21010
                                    CAT31010
                                    CAT41010
                                    CAT51010
                                    CAT61010
                                    CAT71010
                                    CAT81010
                                    CAT91010
                                    CAT101010
                                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                    CHART DATA
                                    201320142015201620192020
                                    CAT1$102$115$116$128095096
                                    CAT2810820830840850860
                                    CAT3710720730740750760
                                    CAT4610620630640650660
                                    CAT5510520530540550560
                                    CAT6410420430440450460
                                    CAT7310320330340350360
                                    CAT8210220230240250260
                                    CAT9110120130140150160
                                    CAT10102030405060
                                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                    1 Input category names dates and data into CHART DATA section below
                                    (if your s arent s first change the cell format to numbers)
                                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                    3 Make other formatting changes as desired to make chart fit your needs
                                    4 Use color for emphasis
                                    CHART DATA
                                    201520162020
                                    Prime Members Who Will Shop in Stores on Black Friday6559

                                    Amazon Prime shoppers

                                    Source InfoScout Nov 26 Survey of Prime members
                                    Prime Members Who Will Shop in Stores on Black Friday

                                    Mobile Share (CA)

                                    Step by step instructions on how to edit a Vertical Bar
                                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    4) Turn onoff Categories as required

                                    Mobile Share (CA)

                                    Source Gallup
                                    CAT1
                                    []

                                    Comscore share (2)

                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    7) Change Number Category from Percentage to Number
                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    8) Press Reset on the maximum bounds number
                                    9) change Units-Major value to match the Bounds-Maximum value
                                    Do this by clicking once then a second time this will select a single data label
                                    5) Delete all data labels leaving only the first and last
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Comscore share (2)

                                    Cyber Monday
                                    Black Friday
                                    Source comScore Percent share of desktop ecommerce
                                    Pure Play
                                    Multichannel

                                    Black Friday spending

                                    B
                                    Chart title here (Unit value here)
                                    A
                                    CAT1
                                    CAT2
                                    CAT3
                                    CAT4
                                    CAT5
                                    CAT6
                                    CAT7
                                    CAT8
                                    CAT9
                                    CAT10
                                    [VALUE]

                                    Area Graph

                                    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                    2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                    1) Start data entry at cell I19
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    4) Turn onoff Categories as required
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Area Graph

                                    Source Gallup
                                    CAT1
                                    []

                                    Dot Plot

                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    7) Change Number Category from Percentage to Number
                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    8) Press Reset on the maximum bounds number
                                    9) change Units-Major value to match the Bounds-Maximum value
                                    Do this by clicking once then a second time this will select a single data label
                                    5) Delete all data labels leaving only the first and last
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Dot Plot

                                    CAT1
                                    CAT2
                                    CAT3
                                    CAT4
                                    CAT5
                                    CAT6
                                    CAT7
                                    CAT8
                                    CAT9
                                    CAT10
                                    Chart title here (Unit value here)
                                    CAT1
                                    CAT2
                                    CAT3
                                    CAT4
                                    CAT5
                                    CAT6
                                    CAT7
                                    CAT8
                                    CAT9
                                    CAT10

                                    Horizontal Bar

                                    Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    6) Change Number Category from Percentage to Number
                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    7) Press Reset on the maximum bounds number
                                    8) change Units-Major value to match the Bounds-Maximum value
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Horizontal Bar

                                    2015
                                    2016
                                    CAT11
                                    CAT10
                                    CAT9
                                    CAT8
                                    CAT7
                                    CAT6
                                    CAT5
                                    CAT4
                                    CAT3
                                    CAT2
                                    CAT1
                                    Chart title here (Unit value here)
                                    2016
                                    2015

                                    Comscore share

                                    2015
                                    2016
                                    CAT11
                                    CAT10
                                    CAT9
                                    CAT8
                                    CAT7
                                    CAT6
                                    CAT5
                                    CAT4
                                    CAT3
                                    CAT2
                                    CAT1
                                    Chart title here (Unit value here)
                                    2016
                                    2015

                                    Line Graph

                                    Step by step instructions on how to edit a Dot Plot
                                    2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                    1) Start data entry at CAT1
                                    6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    3) Select chart and click on the top right + (Chart Elements)
                                    4) Turn on Axes
                                    6) Turn off Axes
                                    7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Line Graph

                                    Chart title here (Unit value here)
                                    Data Series Label

                                    Election impact

                                    Step by step instructions on how to edit a Horizontal Bar
                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    4) Turn onoff Series Categories as required
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Election impact

                                    Cyber Monday
                                    Black Friday
                                    Source comScore Percent share of desktop ecommerce
                                    Pure Play
                                    Multichannel

                                    Slope Graph

                                    B
                                    Chart title here (Unit value here)
                                    A
                                    CAT1
                                    CAT2
                                    CAT3
                                    CAT4
                                    CAT5
                                    CAT6
                                    CAT7
                                    CAT8
                                    CAT9
                                    CAT10
                                    [VALUE]

                                    Consumer Confidence

                                    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                    2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                    1) Start data entry at cell I19
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    4) Turn onoff Categories as required
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Consumer Confidence

                                    Source Channel Advisor
                                    Mobile Share of Online Orders

                                    Vertical bar

                                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    7) Change Number Category from Percentage to Number
                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    8) Press Reset on the maximum bounds number
                                    9) change Units-Major value to match the Bounds-Maximum value
                                    Do this by clicking once then a second time this will select a single data label
                                    5) Delete all data labels leaving only the first and last
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                    Vertical bar

                                    Source Hooklogic
                                    Mobile Share of Online Orders
                                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    7) Change Number Category from Percentage to Number
                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    8) Press Reset on the maximum bounds number
                                    9) change Units-Major value to match the Bounds-Maximum value
                                    Do this by clicking once then a second time this will select a single data label
                                    5) Delete all data labels leaving only the first and last
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                    Chart title here (Unit value here)
                                    CAT1
                                    CAT2
                                    CAT3
                                    CAT4
                                    CAT5
                                    CAT6
                                    CAT7
                                    CAT8
                                    CAT9
                                    CAT10
                                    CAT1
                                    CAT2
                                    CAT3
                                    CAT4
                                    CAT5
                                    CAT6
                                    CAT7
                                    CAT8
                                    CAT9
                                    CAT10
                                    Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    6) Change Number Category from Percentage to Number
                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    7) Press Reset on the maximum bounds number
                                    8) change Units-Major value to match the Bounds-Maximum value
                                    3) Select chart and click on the top right + (Chart Elements)
                                    4) Turn on Primary Vertical
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                    Source The Conference Board
                                    CAT1
                                    []
                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    7) Change Number Category from Percentage to Number
                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                    4) Turn onoff Series Categories as required
                                    8) Press Reset on the maximum bounds number
                                    9) change Units-Major value to match the Bounds-Maximum value
                                    Do this by clicking once then a second time this will select a single data label
                                    5) Delete all data labels leaving only the first and last
                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                    Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                    CAT1
                                    Step by step instructions on how to edit a Vertical Bar
                                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                    1) Start data entry at CAT1
                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                    4) Turn onoff Categories as required

                                    copy 2016 eMarketer Inc

                                    hellip But in-store retail sales still fell

                                    -50net sales on Thanksgiving Day and Black Friday

                                    Source RetailNext Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Amazon Prime members are increasingly skipping Black Friday crowds

                                    6559

                                    0

                                    100

                                    2015 2016

                                    Prime Members Who Will Shop in Stores on Black Friday

                                    Source InfoScout Nov 26 survey of Prime members

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                    44 of consumers

                                    shopped online

                                    40 of consumers

                                    shopped in-store

                                    Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Thanksgiving Weekend online sales went up sharply

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                    SeptemberndashNovember economic performance

                                    Election effect

                                    Thanksgiving and Cyber Week

                                    Total Retail Ecommerce

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Big Retailers Launch Online Counterattack

                                    copy 2016 eMarketer Inc

                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                    2227 30 34

                                    4046

                                    0

                                    100

                                    2011 2012 2013 2014 2015 2016

                                    Amazonrsquos Share of Retail Ecommerce Sales

                                    Source Institute for Local Self-Reliance

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Amazon is becoming a leading product search engine for mobile shoppers

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                    Amazon accounted for at least

                                    37 of US ecommerce sales from November 24ndash28

                                    Source Internet Retailer Nov 29 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                    Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    While digital spending went up total ad spending by big retailers went down

                                    -9drop in overall retailer ad spending in the four weeks

                                    ending on November 27Source Kantar Media Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                                    39 in October 2016 to 45 in November 2016

                                    Amazon stayed flat albeit at a higher level

                                    Source Bain amp Company Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                    39

                                    32

                                    25

                                    61

                                    68

                                    75

                                    0 100Pure Play Multichannel

                                    Cyber Monday

                                    Black Friday

                                    Percent share of desktop ecommerce

                                    Thanksgiving

                                    43

                                    27

                                    17

                                    57

                                    73

                                    83

                                    0 100Pure Play Multichannel

                                    Cyber Monday

                                    Black Friday

                                    Percent share of desktop ecommerce

                                    Thanksgiving

                                    2015 2016

                                    Source comScore Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Thanksgiving Promotions Starting Earlier and Ending

                                    Later

                                    copy 2016 eMarketer Inc

                                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                    (pre-Black Friday Sale)

                                    BLACKFRIDAY(select deals)

                                    Image Creative commons

                                    November 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    lsquoThanksgiving Eversquo is becoming a bigger event

                                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                    The peak online shopping hour on Cyber Monday

                                    NetElixir 7-8pm Hooklogic 8-9pm

                                    Bloomreach 630pm

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Mobile Commerce Revolution Continues

                                    copy 2016 eMarketer Inc

                                    US retail mcommerce sales are expected to accelerate in 2016

                                    Mcommerce sales will rise 432 in 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    The largest part of mcommerce growth will come from purchases via smartphones

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                    26

                                    41

                                    29

                                    0

                                    50

                                    Thanksgiving Day Black Friday Cyber Monday

                                    Mcommerce Sales Growth 2015ndash2016

                                    Source comScore Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                    5350 52 51

                                    43

                                    0

                                    100Mobile Share of Unique

                                    User Visits

                                    Source Hooklogic Nov 2016

                                    5755 59 58

                                    47

                                    0

                                    100Mobile Share of Visits

                                    Source NetElixir Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                    Source ComScore Dec 2016

                                    eMwebinar

                                    Chart1

                                    Online Retail Visits on Cyber Monday
                                    044
                                    027
                                    029

                                    Sheet1

                                    copy 2016 eMarketer Inc

                                    Mobile performance was up across the board

                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                    Smartphone conversion rates up 53

                                    Average order value up 29

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Product Trends

                                    copy 2016 eMarketer Inc

                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                    26

                                    3639

                                    43

                                    0

                                    50

                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                    Source Branding Brand Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Shoes were one of the fastest growing subcategories for online purchases

                                    53 year-over-year increase in online purchases of shoes

                                    Source comScore Dec 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Top 10 toy searches on Hooklogic retailer sites

                                    1 Hatchimals

                                    2 Nintendo

                                    3 Shopkins

                                    4 Lego

                                    5 Paw Patrol

                                    6 NES Classic Edition

                                    7 PokeacutemonPokeacutemon cards

                                    8 Barbie

                                    9 Our Generation

                                    10 Xbox One

                                    Source Hooklogic

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Expectations for the Rest of the Season

                                    copy 2016 eMarketer Inc

                                    Impact of competitive discounting on holiday ecommerce

                                    SalesTrafficMargins

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                    9 of shoppers had completed their shopping by the start

                                    of Cyber Monday down from 11 in 2015

                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                    up from 19 in 2015

                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                    eMwebinar

                                    copy 2016 eMarketer Inc

                                    Recap

                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                    and a 33 gain for total retail sales looks to be on target

                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                    Mobile As expected mcommerce continues to grow rapidly

                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                    eMwebinar

                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                    - Max Levchin Founder

                                    54

                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                    are empowered to buy what works for them - leading to higher conversions

                                    $1500M ODERN COUCH

                                    MONTHLY PAYMENTS AS LOW AS

                                    $51671mo for 3 months

                                    $26477mo for 6 months

                                    $13892mo for 12 months

                                    55

                                    Affirm builds trust through transparency

                                    Modern financing delivers results for retailers

                                    Source Affirm Merchant Case Study March 2016

                                    57

                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                    are typically in pursuit of big sales and slashed prices however we sold our

                                    $2000+ bikes for full price ldquo

                                    2016 Affirm Holiday Shopping Report December 2016

                                    - Graham Stanton President and co-founder of Peloton

                                    aff i rmcombusiness

                                    copy 2016 eMarketer Inc

                                    Learn more about digital marketing with an eMarketer corporate subscription

                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                    QampA Session

                                    Made possible by

                                    You will receive an email tomorrow with a link to view the

                                    deck and webinar recording

                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                    Yory Wurmser

                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                    Recap

                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                    Performance Marketing in Retail

                                    • Slide Number 1
                                    • Agenda
                                    • Slide Number 3
                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                    • Short Answer
                                    • Longer Answer A lot has happened since September
                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                    • Preliminary October and November numbers also indicate a strong US economy
                                    • Consumer confidence rebounded strongly in November
                                    • 2 Online shopping around the election was depressed
                                    • As a result of the election ecommerce growth in the first half of November came in low
                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                    • hellip But in-store retail sales still fell
                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                    • Thanksgiving Weekend online sales went up sharply
                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                    • Slide Number 20
                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                    • Retailers fought back this year with digital advertising and steeper discounts
                                    • While digital spending went up total ad spending by big retailers went down
                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                    • Slide Number 30
                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                    • Slide Number 35
                                    • US retail mcommerce sales are expected to accelerate in 2016
                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                    • Mobile performance was up across the board
                                    • Slide Number 43
                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                    • Shoes were one of the fastest growing subcategories for online purchases
                                    • Top 10 toy searches on Hooklogic retailer sites
                                    • Slide Number 47
                                    • Impact of competitive discounting on holiday ecommerce
                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                    • Recap
                                    • Slide Number 53
                                    • Slide Number 54
                                    • Slide Number 55
                                    • Slide Number 56
                                    • Slide Number 57
                                    • Slide Number 58
                                    • Slide Number 59
                                      Online Retail Visits on Cyber Monday
                                      Desktop44
                                      Mobile Web27
                                      Mobile App29
                                      Desktop
                                      Mobile Web
                                      Mobile App
                                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                      1 Input category names dates and data into CHART DATA section below
                                      (if your s arent s first change the cell format to numbers)
                                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                      3 Make other formatting changes as desired to make chart fit your needs
                                      4 Use color for emphasis
                                      CHART DATA
                                      2011201220132014201520162020
                                      CAT1222730344046
                                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                      CHART DATA
                                      AugSeptOctNov20192020
                                      CAT11018104110081071095096
                                      CAT2810820830840850860
                                      CAT3710720730740750760
                                      CAT4610620630640650660
                                      CAT5510520530540550560
                                      CAT6410420430440450460
                                      CAT7310320330340350360
                                      CAT8210220230240250260
                                      CAT9110120130140150160
                                      CAT10102030405060
                                      INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                      CHART DATA
                                      20142015
                                      CAT1900950
                                      CAT2800850
                                      CAT3700750
                                      CAT4600650
                                      CAT5500550
                                      CAT6400450
                                      CAT7300350
                                      CAT8200250
                                      CAT9100150
                                      CAT100050
                                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                      CHART DATA
                                      2Election Day1Cyber SundayCyber Monday20192020
                                      Mobile Share of Online Orders5348504841950960
                                      CAT2800810820830840850860
                                      CAT3700710720730740750760
                                      CAT4600610620630640650660
                                      CAT5500510520530540550560
                                      CAT6400410420430440450460
                                      CAT7300310320330340350360
                                      CAT8200210220230240250260
                                      CAT9100110120130140150160
                                      CAT1000102030405060
                                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                      CHART DATA
                                      Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                      Mobile Share of Online Orders5348504841950960
                                      CAT2800810820830840850860
                                      CAT3700710720730740750760
                                      CAT4600610620630640650660
                                      CAT5500510520530540550560
                                      CAT6400410420430440450460
                                      CAT7300310320330340350360
                                      CAT8200210220230240250260
                                      CAT9100110120130140150160
                                      CAT1000102030405060
                                      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                      CHART DATA 1
                                      CAT1Cyber MondayBlack FridayThanksgiving
                                      Pure Play393225
                                      Multichannel616875
                                      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                      AB
                                      CAT11010
                                      CAT21010
                                      CAT31010
                                      CAT41010
                                      CAT51010
                                      CAT61010
                                      CAT71010
                                      CAT81010
                                      CAT91010
                                      CAT101010
                                      INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                      CHART DATA
                                      Data Series Label
                                      CAT1066 B
                                      CAT2150 B
                                      CAT3173 B
                                      CAT4209 B
                                      CAT5233 B
                                      CAT6238 B
                                      CAT7327 B
                                      CAT8343 B
                                      CAT9349 B
                                      CAT10665 B
                                      INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                      Do not editCHART DATA
                                      DOT SPACING
                                      COLUMNS20152016
                                      11CAT11$13335$16115
                                      10CAT10$8083$10320
                                      9CAT9$1672$2221
                                      8CAT8$1167$1464
                                      7CAT7$1037$1202
                                      6CAT6$926$1125
                                      5CAT5$766$896
                                      4CAT4$284$378
                                      3CAT3$184$248
                                      2CAT2$199$255DOT PLOT
                                      1CAT1$14362$16614
                                      CHART DATA
                                      20152016
                                      CAT11340950
                                      CAT10800850
                                      CAT9700750
                                      CAT8600650
                                      CAT7500550
                                      CAT6400450
                                      CAT5300350
                                      CAT4200250
                                      CAT3220440
                                      CAT2340540
                                      CAT1220360
                                      INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                      CHART DATA
                                      2014201520162017201820192020
                                      CAT1900910920930940950960
                                      CAT2800810820830840850860
                                      CAT3700710720730740750760
                                      CAT4600610620630640650660
                                      CAT5500510520530540550560
                                      CAT6400410420430440450460
                                      CAT7300310320330340350360
                                      CAT8200210220230240250260
                                      CAT9100110120130140150160
                                      CAT1000102030405060
                                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                      CHART DATA
                                      201320142015201620192020
                                      CAT1$102$115$116$128095096
                                      CAT2810820830840850860
                                      CAT3710720730740750760
                                      CAT4610620630640650660
                                      CAT5510520530540550560
                                      CAT6410420430440450460
                                      CAT7310320330340350360
                                      CAT8210220230240250260
                                      CAT9110120130140150160
                                      CAT10102030405060
                                      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                      CHART DATA 1
                                      CAT1Cyber MondayBlack FridayThanksgiving
                                      Pure Play432717
                                      Multichannel577357
                                      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                      AB
                                      CAT11010
                                      CAT21010
                                      CAT31010
                                      CAT41010
                                      CAT51010
                                      CAT61010
                                      CAT71010
                                      CAT81010
                                      CAT91010
                                      CAT101010
                                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                      CHART DATA
                                      201320142015201620192020
                                      CAT1$102$115$116$128095096
                                      CAT2810820830840850860
                                      CAT3710720730740750760
                                      CAT4610620630640650660
                                      CAT5510520530540550560
                                      CAT6410420430440450460
                                      CAT7310320330340350360
                                      CAT8210220230240250260
                                      CAT9110120130140150160
                                      CAT10102030405060

                                      Mobile Share (CA)

                                      Step by step instructions on how to edit a Vertical Bar
                                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      4) Turn onoff Categories as required

                                      Mobile Share (CA)

                                      Source Gallup
                                      CAT1
                                      []

                                      Comscore share (2)

                                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      7) Change Number Category from Percentage to Number
                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      8) Press Reset on the maximum bounds number
                                      9) change Units-Major value to match the Bounds-Maximum value
                                      Do this by clicking once then a second time this will select a single data label
                                      5) Delete all data labels leaving only the first and last
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Comscore share (2)

                                      Cyber Monday
                                      Black Friday
                                      Source comScore Percent share of desktop ecommerce
                                      Pure Play
                                      Multichannel

                                      Black Friday spending

                                      B
                                      Chart title here (Unit value here)
                                      A
                                      CAT1
                                      CAT2
                                      CAT3
                                      CAT4
                                      CAT5
                                      CAT6
                                      CAT7
                                      CAT8
                                      CAT9
                                      CAT10
                                      [VALUE]

                                      Area Graph

                                      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                      2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                      1) Start data entry at cell I19
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      4) Turn onoff Categories as required
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Area Graph

                                      Source Gallup
                                      CAT1
                                      []

                                      Dot Plot

                                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      7) Change Number Category from Percentage to Number
                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      8) Press Reset on the maximum bounds number
                                      9) change Units-Major value to match the Bounds-Maximum value
                                      Do this by clicking once then a second time this will select a single data label
                                      5) Delete all data labels leaving only the first and last
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Dot Plot

                                      CAT1
                                      CAT2
                                      CAT3
                                      CAT4
                                      CAT5
                                      CAT6
                                      CAT7
                                      CAT8
                                      CAT9
                                      CAT10
                                      Chart title here (Unit value here)
                                      CAT1
                                      CAT2
                                      CAT3
                                      CAT4
                                      CAT5
                                      CAT6
                                      CAT7
                                      CAT8
                                      CAT9
                                      CAT10

                                      Horizontal Bar

                                      Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      6) Change Number Category from Percentage to Number
                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      7) Press Reset on the maximum bounds number
                                      8) change Units-Major value to match the Bounds-Maximum value
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Horizontal Bar

                                      2015
                                      2016
                                      CAT11
                                      CAT10
                                      CAT9
                                      CAT8
                                      CAT7
                                      CAT6
                                      CAT5
                                      CAT4
                                      CAT3
                                      CAT2
                                      CAT1
                                      Chart title here (Unit value here)
                                      2016
                                      2015

                                      Comscore share

                                      2015
                                      2016
                                      CAT11
                                      CAT10
                                      CAT9
                                      CAT8
                                      CAT7
                                      CAT6
                                      CAT5
                                      CAT4
                                      CAT3
                                      CAT2
                                      CAT1
                                      Chart title here (Unit value here)
                                      2016
                                      2015

                                      Line Graph

                                      Step by step instructions on how to edit a Dot Plot
                                      2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                      1) Start data entry at CAT1
                                      6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      3) Select chart and click on the top right + (Chart Elements)
                                      4) Turn on Axes
                                      6) Turn off Axes
                                      7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Line Graph

                                      Chart title here (Unit value here)
                                      Data Series Label

                                      Election impact

                                      Step by step instructions on how to edit a Horizontal Bar
                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      4) Turn onoff Series Categories as required
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Election impact

                                      Cyber Monday
                                      Black Friday
                                      Source comScore Percent share of desktop ecommerce
                                      Pure Play
                                      Multichannel

                                      Slope Graph

                                      B
                                      Chart title here (Unit value here)
                                      A
                                      CAT1
                                      CAT2
                                      CAT3
                                      CAT4
                                      CAT5
                                      CAT6
                                      CAT7
                                      CAT8
                                      CAT9
                                      CAT10
                                      [VALUE]

                                      Consumer Confidence

                                      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                      2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                      1) Start data entry at cell I19
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      4) Turn onoff Categories as required
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Consumer Confidence

                                      Source Channel Advisor
                                      Mobile Share of Online Orders

                                      Vertical bar

                                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      7) Change Number Category from Percentage to Number
                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      8) Press Reset on the maximum bounds number
                                      9) change Units-Major value to match the Bounds-Maximum value
                                      Do this by clicking once then a second time this will select a single data label
                                      5) Delete all data labels leaving only the first and last
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                      Vertical bar

                                      Source Hooklogic
                                      Mobile Share of Online Orders
                                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      7) Change Number Category from Percentage to Number
                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      8) Press Reset on the maximum bounds number
                                      9) change Units-Major value to match the Bounds-Maximum value
                                      Do this by clicking once then a second time this will select a single data label
                                      5) Delete all data labels leaving only the first and last
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                      Chart title here (Unit value here)
                                      CAT1
                                      CAT2
                                      CAT3
                                      CAT4
                                      CAT5
                                      CAT6
                                      CAT7
                                      CAT8
                                      CAT9
                                      CAT10
                                      CAT1
                                      CAT2
                                      CAT3
                                      CAT4
                                      CAT5
                                      CAT6
                                      CAT7
                                      CAT8
                                      CAT9
                                      CAT10
                                      Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      6) Change Number Category from Percentage to Number
                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      7) Press Reset on the maximum bounds number
                                      8) change Units-Major value to match the Bounds-Maximum value
                                      3) Select chart and click on the top right + (Chart Elements)
                                      4) Turn on Primary Vertical
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                      Source The Conference Board
                                      CAT1
                                      []
                                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      7) Change Number Category from Percentage to Number
                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                      4) Turn onoff Series Categories as required
                                      8) Press Reset on the maximum bounds number
                                      9) change Units-Major value to match the Bounds-Maximum value
                                      Do this by clicking once then a second time this will select a single data label
                                      5) Delete all data labels leaving only the first and last
                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                      Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                      CAT1
                                      Step by step instructions on how to edit a Vertical Bar
                                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                      1) Start data entry at CAT1
                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                      4) Turn onoff Categories as required

                                      copy 2016 eMarketer Inc

                                      hellip But in-store retail sales still fell

                                      -50net sales on Thanksgiving Day and Black Friday

                                      Source RetailNext Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Amazon Prime members are increasingly skipping Black Friday crowds

                                      6559

                                      0

                                      100

                                      2015 2016

                                      Prime Members Who Will Shop in Stores on Black Friday

                                      Source InfoScout Nov 26 survey of Prime members

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                      44 of consumers

                                      shopped online

                                      40 of consumers

                                      shopped in-store

                                      Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Thanksgiving Weekend online sales went up sharply

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                      SeptemberndashNovember economic performance

                                      Election effect

                                      Thanksgiving and Cyber Week

                                      Total Retail Ecommerce

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Big Retailers Launch Online Counterattack

                                      copy 2016 eMarketer Inc

                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                      2227 30 34

                                      4046

                                      0

                                      100

                                      2011 2012 2013 2014 2015 2016

                                      Amazonrsquos Share of Retail Ecommerce Sales

                                      Source Institute for Local Self-Reliance

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Amazon is becoming a leading product search engine for mobile shoppers

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                      Amazon accounted for at least

                                      37 of US ecommerce sales from November 24ndash28

                                      Source Internet Retailer Nov 29 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                      Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      While digital spending went up total ad spending by big retailers went down

                                      -9drop in overall retailer ad spending in the four weeks

                                      ending on November 27Source Kantar Media Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Retailers also seem to be doing a better job with in-store pickup of online purchases

                                      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                                      39 in October 2016 to 45 in November 2016

                                      Amazon stayed flat albeit at a higher level

                                      Source Bain amp Company Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                      39

                                      32

                                      25

                                      61

                                      68

                                      75

                                      0 100Pure Play Multichannel

                                      Cyber Monday

                                      Black Friday

                                      Percent share of desktop ecommerce

                                      Thanksgiving

                                      43

                                      27

                                      17

                                      57

                                      73

                                      83

                                      0 100Pure Play Multichannel

                                      Cyber Monday

                                      Black Friday

                                      Percent share of desktop ecommerce

                                      Thanksgiving

                                      2015 2016

                                      Source comScore Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Thanksgiving Promotions Starting Earlier and Ending

                                      Later

                                      copy 2016 eMarketer Inc

                                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                      (pre-Black Friday Sale)

                                      BLACKFRIDAY(select deals)

                                      Image Creative commons

                                      November 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      lsquoThanksgiving Eversquo is becoming a bigger event

                                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                      The peak online shopping hour on Cyber Monday

                                      NetElixir 7-8pm Hooklogic 8-9pm

                                      Bloomreach 630pm

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Mobile Commerce Revolution Continues

                                      copy 2016 eMarketer Inc

                                      US retail mcommerce sales are expected to accelerate in 2016

                                      Mcommerce sales will rise 432 in 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      The largest part of mcommerce growth will come from purchases via smartphones

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                      26

                                      41

                                      29

                                      0

                                      50

                                      Thanksgiving Day Black Friday Cyber Monday

                                      Mcommerce Sales Growth 2015ndash2016

                                      Source comScore Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                      5350 52 51

                                      43

                                      0

                                      100Mobile Share of Unique

                                      User Visits

                                      Source Hooklogic Nov 2016

                                      5755 59 58

                                      47

                                      0

                                      100Mobile Share of Visits

                                      Source NetElixir Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                      Source ComScore Dec 2016

                                      eMwebinar

                                      Chart1

                                      Online Retail Visits on Cyber Monday
                                      044
                                      027
                                      029

                                      Sheet1

                                      copy 2016 eMarketer Inc

                                      Mobile performance was up across the board

                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                      Smartphone conversion rates up 53

                                      Average order value up 29

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Product Trends

                                      copy 2016 eMarketer Inc

                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                      26

                                      3639

                                      43

                                      0

                                      50

                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                      Source Branding Brand Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Shoes were one of the fastest growing subcategories for online purchases

                                      53 year-over-year increase in online purchases of shoes

                                      Source comScore Dec 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Top 10 toy searches on Hooklogic retailer sites

                                      1 Hatchimals

                                      2 Nintendo

                                      3 Shopkins

                                      4 Lego

                                      5 Paw Patrol

                                      6 NES Classic Edition

                                      7 PokeacutemonPokeacutemon cards

                                      8 Barbie

                                      9 Our Generation

                                      10 Xbox One

                                      Source Hooklogic

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Expectations for the Rest of the Season

                                      copy 2016 eMarketer Inc

                                      Impact of competitive discounting on holiday ecommerce

                                      SalesTrafficMargins

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                      9 of shoppers had completed their shopping by the start

                                      of Cyber Monday down from 11 in 2015

                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                      up from 19 in 2015

                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                      eMwebinar

                                      copy 2016 eMarketer Inc

                                      Recap

                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                      and a 33 gain for total retail sales looks to be on target

                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                      Mobile As expected mcommerce continues to grow rapidly

                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                      eMwebinar

                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                      - Max Levchin Founder

                                      54

                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                      are empowered to buy what works for them - leading to higher conversions

                                      $1500M ODERN COUCH

                                      MONTHLY PAYMENTS AS LOW AS

                                      $51671mo for 3 months

                                      $26477mo for 6 months

                                      $13892mo for 12 months

                                      55

                                      Affirm builds trust through transparency

                                      Modern financing delivers results for retailers

                                      Source Affirm Merchant Case Study March 2016

                                      57

                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                      are typically in pursuit of big sales and slashed prices however we sold our

                                      $2000+ bikes for full price ldquo

                                      2016 Affirm Holiday Shopping Report December 2016

                                      - Graham Stanton President and co-founder of Peloton

                                      aff i rmcombusiness

                                      copy 2016 eMarketer Inc

                                      Learn more about digital marketing with an eMarketer corporate subscription

                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                      QampA Session

                                      Made possible by

                                      You will receive an email tomorrow with a link to view the

                                      deck and webinar recording

                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                      Yory Wurmser

                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                      Recap

                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                      Performance Marketing in Retail

                                      • Slide Number 1
                                      • Agenda
                                      • Slide Number 3
                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                      • Short Answer
                                      • Longer Answer A lot has happened since September
                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                      • Preliminary October and November numbers also indicate a strong US economy
                                      • Consumer confidence rebounded strongly in November
                                      • 2 Online shopping around the election was depressed
                                      • As a result of the election ecommerce growth in the first half of November came in low
                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                      • hellip But in-store retail sales still fell
                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                      • Thanksgiving Weekend online sales went up sharply
                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                      • Slide Number 20
                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                      • Retailers fought back this year with digital advertising and steeper discounts
                                      • While digital spending went up total ad spending by big retailers went down
                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                      • Slide Number 30
                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                      • Slide Number 35
                                      • US retail mcommerce sales are expected to accelerate in 2016
                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                      • Mobile performance was up across the board
                                      • Slide Number 43
                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                      • Shoes were one of the fastest growing subcategories for online purchases
                                      • Top 10 toy searches on Hooklogic retailer sites
                                      • Slide Number 47
                                      • Impact of competitive discounting on holiday ecommerce
                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                      • Recap
                                      • Slide Number 53
                                      • Slide Number 54
                                      • Slide Number 55
                                      • Slide Number 56
                                      • Slide Number 57
                                      • Slide Number 58
                                      • Slide Number 59
                                        Online Retail Visits on Cyber Monday
                                        Desktop44
                                        Mobile Web27
                                        Mobile App29
                                        Desktop
                                        Mobile Web
                                        Mobile App
                                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                        1 Input category names dates and data into CHART DATA section below
                                        (if your s arent s first change the cell format to numbers)
                                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                        3 Make other formatting changes as desired to make chart fit your needs
                                        4 Use color for emphasis
                                        CHART DATA
                                        2011201220132014201520162020
                                        CAT1222730344046
                                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                        CHART DATA
                                        AugSeptOctNov20192020
                                        CAT11018104110081071095096
                                        CAT2810820830840850860
                                        CAT3710720730740750760
                                        CAT4610620630640650660
                                        CAT5510520530540550560
                                        CAT6410420430440450460
                                        CAT7310320330340350360
                                        CAT8210220230240250260
                                        CAT9110120130140150160
                                        CAT10102030405060
                                        INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                        CHART DATA
                                        20142015
                                        CAT1900950
                                        CAT2800850
                                        CAT3700750
                                        CAT4600650
                                        CAT5500550
                                        CAT6400450
                                        CAT7300350
                                        CAT8200250
                                        CAT9100150
                                        CAT100050
                                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                        CHART DATA
                                        2Election Day1Cyber SundayCyber Monday20192020
                                        Mobile Share of Online Orders5348504841950960
                                        CAT2800810820830840850860
                                        CAT3700710720730740750760
                                        CAT4600610620630640650660
                                        CAT5500510520530540550560
                                        CAT6400410420430440450460
                                        CAT7300310320330340350360
                                        CAT8200210220230240250260
                                        CAT9100110120130140150160
                                        CAT1000102030405060
                                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                        CHART DATA
                                        Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                        Mobile Share of Online Orders5348504841950960
                                        CAT2800810820830840850860
                                        CAT3700710720730740750760
                                        CAT4600610620630640650660
                                        CAT5500510520530540550560
                                        CAT6400410420430440450460
                                        CAT7300310320330340350360
                                        CAT8200210220230240250260
                                        CAT9100110120130140150160
                                        CAT1000102030405060
                                        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                        CHART DATA 1
                                        CAT1Cyber MondayBlack FridayThanksgiving
                                        Pure Play393225
                                        Multichannel616875
                                        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                        AB
                                        CAT11010
                                        CAT21010
                                        CAT31010
                                        CAT41010
                                        CAT51010
                                        CAT61010
                                        CAT71010
                                        CAT81010
                                        CAT91010
                                        CAT101010
                                        INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                        CHART DATA
                                        Data Series Label
                                        CAT1066 B
                                        CAT2150 B
                                        CAT3173 B
                                        CAT4209 B
                                        CAT5233 B
                                        CAT6238 B
                                        CAT7327 B
                                        CAT8343 B
                                        CAT9349 B
                                        CAT10665 B
                                        INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                        Do not editCHART DATA
                                        DOT SPACING
                                        COLUMNS20152016
                                        11CAT11$13335$16115
                                        10CAT10$8083$10320
                                        9CAT9$1672$2221
                                        8CAT8$1167$1464
                                        7CAT7$1037$1202
                                        6CAT6$926$1125
                                        5CAT5$766$896
                                        4CAT4$284$378
                                        3CAT3$184$248
                                        2CAT2$199$255DOT PLOT
                                        1CAT1$14362$16614
                                        CHART DATA
                                        20152016
                                        CAT11340950
                                        CAT10800850
                                        CAT9700750
                                        CAT8600650
                                        CAT7500550
                                        CAT6400450
                                        CAT5300350
                                        CAT4200250
                                        CAT3220440
                                        CAT2340540
                                        CAT1220360
                                        INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                        CHART DATA
                                        2014201520162017201820192020
                                        CAT1900910920930940950960
                                        CAT2800810820830840850860
                                        CAT3700710720730740750760
                                        CAT4600610620630640650660
                                        CAT5500510520530540550560
                                        CAT6400410420430440450460
                                        CAT7300310320330340350360
                                        CAT8200210220230240250260
                                        CAT9100110120130140150160
                                        CAT1000102030405060
                                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                        CHART DATA
                                        201320142015201620192020
                                        CAT1$102$115$116$128095096
                                        CAT2810820830840850860
                                        CAT3710720730740750760
                                        CAT4610620630640650660
                                        CAT5510520530540550560
                                        CAT6410420430440450460
                                        CAT7310320330340350360
                                        CAT8210220230240250260
                                        CAT9110120130140150160
                                        CAT10102030405060
                                        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                        CHART DATA 1
                                        CAT1Cyber MondayBlack FridayThanksgiving
                                        Pure Play432717
                                        Multichannel577357
                                        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                        AB
                                        CAT11010
                                        CAT21010
                                        CAT31010
                                        CAT41010
                                        CAT51010
                                        CAT61010
                                        CAT71010
                                        CAT81010
                                        CAT91010
                                        CAT101010
                                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                        CHART DATA
                                        201320142015201620192020
                                        CAT1$102$115$116$128095096
                                        CAT2810820830840850860
                                        CAT3710720730740750760
                                        CAT4610620630640650660
                                        CAT5510520530540550560
                                        CAT6410420430440450460
                                        CAT7310320330340350360
                                        CAT8210220230240250260
                                        CAT9110120130140150160
                                        CAT10102030405060

                                        Mobile Share (CA)

                                        Source Gallup
                                        CAT1
                                        []

                                        Comscore share (2)

                                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        7) Change Number Category from Percentage to Number
                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        8) Press Reset on the maximum bounds number
                                        9) change Units-Major value to match the Bounds-Maximum value
                                        Do this by clicking once then a second time this will select a single data label
                                        5) Delete all data labels leaving only the first and last
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Comscore share (2)

                                        Cyber Monday
                                        Black Friday
                                        Source comScore Percent share of desktop ecommerce
                                        Pure Play
                                        Multichannel

                                        Black Friday spending

                                        B
                                        Chart title here (Unit value here)
                                        A
                                        CAT1
                                        CAT2
                                        CAT3
                                        CAT4
                                        CAT5
                                        CAT6
                                        CAT7
                                        CAT8
                                        CAT9
                                        CAT10
                                        [VALUE]

                                        Area Graph

                                        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                        2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                        1) Start data entry at cell I19
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        4) Turn onoff Categories as required
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Area Graph

                                        Source Gallup
                                        CAT1
                                        []

                                        Dot Plot

                                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        7) Change Number Category from Percentage to Number
                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        8) Press Reset on the maximum bounds number
                                        9) change Units-Major value to match the Bounds-Maximum value
                                        Do this by clicking once then a second time this will select a single data label
                                        5) Delete all data labels leaving only the first and last
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Dot Plot

                                        CAT1
                                        CAT2
                                        CAT3
                                        CAT4
                                        CAT5
                                        CAT6
                                        CAT7
                                        CAT8
                                        CAT9
                                        CAT10
                                        Chart title here (Unit value here)
                                        CAT1
                                        CAT2
                                        CAT3
                                        CAT4
                                        CAT5
                                        CAT6
                                        CAT7
                                        CAT8
                                        CAT9
                                        CAT10

                                        Horizontal Bar

                                        Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        6) Change Number Category from Percentage to Number
                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        7) Press Reset on the maximum bounds number
                                        8) change Units-Major value to match the Bounds-Maximum value
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Horizontal Bar

                                        2015
                                        2016
                                        CAT11
                                        CAT10
                                        CAT9
                                        CAT8
                                        CAT7
                                        CAT6
                                        CAT5
                                        CAT4
                                        CAT3
                                        CAT2
                                        CAT1
                                        Chart title here (Unit value here)
                                        2016
                                        2015

                                        Comscore share

                                        2015
                                        2016
                                        CAT11
                                        CAT10
                                        CAT9
                                        CAT8
                                        CAT7
                                        CAT6
                                        CAT5
                                        CAT4
                                        CAT3
                                        CAT2
                                        CAT1
                                        Chart title here (Unit value here)
                                        2016
                                        2015

                                        Line Graph

                                        Step by step instructions on how to edit a Dot Plot
                                        2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                        1) Start data entry at CAT1
                                        6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        3) Select chart and click on the top right + (Chart Elements)
                                        4) Turn on Axes
                                        6) Turn off Axes
                                        7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Line Graph

                                        Chart title here (Unit value here)
                                        Data Series Label

                                        Election impact

                                        Step by step instructions on how to edit a Horizontal Bar
                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        4) Turn onoff Series Categories as required
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Election impact

                                        Cyber Monday
                                        Black Friday
                                        Source comScore Percent share of desktop ecommerce
                                        Pure Play
                                        Multichannel

                                        Slope Graph

                                        B
                                        Chart title here (Unit value here)
                                        A
                                        CAT1
                                        CAT2
                                        CAT3
                                        CAT4
                                        CAT5
                                        CAT6
                                        CAT7
                                        CAT8
                                        CAT9
                                        CAT10
                                        [VALUE]

                                        Consumer Confidence

                                        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                        2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                        1) Start data entry at cell I19
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        4) Turn onoff Categories as required
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Consumer Confidence

                                        Source Channel Advisor
                                        Mobile Share of Online Orders

                                        Vertical bar

                                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        7) Change Number Category from Percentage to Number
                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        8) Press Reset on the maximum bounds number
                                        9) change Units-Major value to match the Bounds-Maximum value
                                        Do this by clicking once then a second time this will select a single data label
                                        5) Delete all data labels leaving only the first and last
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                        Vertical bar

                                        Source Hooklogic
                                        Mobile Share of Online Orders
                                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        7) Change Number Category from Percentage to Number
                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        8) Press Reset on the maximum bounds number
                                        9) change Units-Major value to match the Bounds-Maximum value
                                        Do this by clicking once then a second time this will select a single data label
                                        5) Delete all data labels leaving only the first and last
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                        Chart title here (Unit value here)
                                        CAT1
                                        CAT2
                                        CAT3
                                        CAT4
                                        CAT5
                                        CAT6
                                        CAT7
                                        CAT8
                                        CAT9
                                        CAT10
                                        CAT1
                                        CAT2
                                        CAT3
                                        CAT4
                                        CAT5
                                        CAT6
                                        CAT7
                                        CAT8
                                        CAT9
                                        CAT10
                                        Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        6) Change Number Category from Percentage to Number
                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        7) Press Reset on the maximum bounds number
                                        8) change Units-Major value to match the Bounds-Maximum value
                                        3) Select chart and click on the top right + (Chart Elements)
                                        4) Turn on Primary Vertical
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                        Source The Conference Board
                                        CAT1
                                        []
                                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        7) Change Number Category from Percentage to Number
                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                        4) Turn onoff Series Categories as required
                                        8) Press Reset on the maximum bounds number
                                        9) change Units-Major value to match the Bounds-Maximum value
                                        Do this by clicking once then a second time this will select a single data label
                                        5) Delete all data labels leaving only the first and last
                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                        Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                        CAT1
                                        Step by step instructions on how to edit a Vertical Bar
                                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                        1) Start data entry at CAT1
                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                        4) Turn onoff Categories as required

                                        copy 2016 eMarketer Inc

                                        hellip But in-store retail sales still fell

                                        -50net sales on Thanksgiving Day and Black Friday

                                        Source RetailNext Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Amazon Prime members are increasingly skipping Black Friday crowds

                                        6559

                                        0

                                        100

                                        2015 2016

                                        Prime Members Who Will Shop in Stores on Black Friday

                                        Source InfoScout Nov 26 survey of Prime members

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                        44 of consumers

                                        shopped online

                                        40 of consumers

                                        shopped in-store

                                        Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Thanksgiving Weekend online sales went up sharply

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                        SeptemberndashNovember economic performance

                                        Election effect

                                        Thanksgiving and Cyber Week

                                        Total Retail Ecommerce

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Big Retailers Launch Online Counterattack

                                        copy 2016 eMarketer Inc

                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                        2227 30 34

                                        4046

                                        0

                                        100

                                        2011 2012 2013 2014 2015 2016

                                        Amazonrsquos Share of Retail Ecommerce Sales

                                        Source Institute for Local Self-Reliance

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Amazon is becoming a leading product search engine for mobile shoppers

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                        Amazon accounted for at least

                                        37 of US ecommerce sales from November 24ndash28

                                        Source Internet Retailer Nov 29 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                        Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        While digital spending went up total ad spending by big retailers went down

                                        -9drop in overall retailer ad spending in the four weeks

                                        ending on November 27Source Kantar Media Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Retailers also seem to be doing a better job with in-store pickup of online purchases

                                        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Net promoter scores for online shoppers of omnichannel retailers went up in November

                                        39 in October 2016 to 45 in November 2016

                                        Amazon stayed flat albeit at a higher level

                                        Source Bain amp Company Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                        39

                                        32

                                        25

                                        61

                                        68

                                        75

                                        0 100Pure Play Multichannel

                                        Cyber Monday

                                        Black Friday

                                        Percent share of desktop ecommerce

                                        Thanksgiving

                                        43

                                        27

                                        17

                                        57

                                        73

                                        83

                                        0 100Pure Play Multichannel

                                        Cyber Monday

                                        Black Friday

                                        Percent share of desktop ecommerce

                                        Thanksgiving

                                        2015 2016

                                        Source comScore Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Thanksgiving Promotions Starting Earlier and Ending

                                        Later

                                        copy 2016 eMarketer Inc

                                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                        (pre-Black Friday Sale)

                                        BLACKFRIDAY(select deals)

                                        Image Creative commons

                                        November 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        lsquoThanksgiving Eversquo is becoming a bigger event

                                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                        The peak online shopping hour on Cyber Monday

                                        NetElixir 7-8pm Hooklogic 8-9pm

                                        Bloomreach 630pm

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Mobile Commerce Revolution Continues

                                        copy 2016 eMarketer Inc

                                        US retail mcommerce sales are expected to accelerate in 2016

                                        Mcommerce sales will rise 432 in 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        The largest part of mcommerce growth will come from purchases via smartphones

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                        26

                                        41

                                        29

                                        0

                                        50

                                        Thanksgiving Day Black Friday Cyber Monday

                                        Mcommerce Sales Growth 2015ndash2016

                                        Source comScore Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                        5350 52 51

                                        43

                                        0

                                        100Mobile Share of Unique

                                        User Visits

                                        Source Hooklogic Nov 2016

                                        5755 59 58

                                        47

                                        0

                                        100Mobile Share of Visits

                                        Source NetElixir Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                        Source ComScore Dec 2016

                                        eMwebinar

                                        Chart1

                                        Online Retail Visits on Cyber Monday
                                        044
                                        027
                                        029

                                        Sheet1

                                        copy 2016 eMarketer Inc

                                        Mobile performance was up across the board

                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                        Smartphone conversion rates up 53

                                        Average order value up 29

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Product Trends

                                        copy 2016 eMarketer Inc

                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                        26

                                        3639

                                        43

                                        0

                                        50

                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                        Source Branding Brand Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Shoes were one of the fastest growing subcategories for online purchases

                                        53 year-over-year increase in online purchases of shoes

                                        Source comScore Dec 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Top 10 toy searches on Hooklogic retailer sites

                                        1 Hatchimals

                                        2 Nintendo

                                        3 Shopkins

                                        4 Lego

                                        5 Paw Patrol

                                        6 NES Classic Edition

                                        7 PokeacutemonPokeacutemon cards

                                        8 Barbie

                                        9 Our Generation

                                        10 Xbox One

                                        Source Hooklogic

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Expectations for the Rest of the Season

                                        copy 2016 eMarketer Inc

                                        Impact of competitive discounting on holiday ecommerce

                                        SalesTrafficMargins

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                        9 of shoppers had completed their shopping by the start

                                        of Cyber Monday down from 11 in 2015

                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                        up from 19 in 2015

                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                        eMwebinar

                                        copy 2016 eMarketer Inc

                                        Recap

                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                        and a 33 gain for total retail sales looks to be on target

                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                        Mobile As expected mcommerce continues to grow rapidly

                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                        eMwebinar

                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                        - Max Levchin Founder

                                        54

                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                        are empowered to buy what works for them - leading to higher conversions

                                        $1500M ODERN COUCH

                                        MONTHLY PAYMENTS AS LOW AS

                                        $51671mo for 3 months

                                        $26477mo for 6 months

                                        $13892mo for 12 months

                                        55

                                        Affirm builds trust through transparency

                                        Modern financing delivers results for retailers

                                        Source Affirm Merchant Case Study March 2016

                                        57

                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                        are typically in pursuit of big sales and slashed prices however we sold our

                                        $2000+ bikes for full price ldquo

                                        2016 Affirm Holiday Shopping Report December 2016

                                        - Graham Stanton President and co-founder of Peloton

                                        aff i rmcombusiness

                                        copy 2016 eMarketer Inc

                                        Learn more about digital marketing with an eMarketer corporate subscription

                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                        QampA Session

                                        Made possible by

                                        You will receive an email tomorrow with a link to view the

                                        deck and webinar recording

                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                        Yory Wurmser

                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                        Recap

                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                        Performance Marketing in Retail

                                        • Slide Number 1
                                        • Agenda
                                        • Slide Number 3
                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                        • Short Answer
                                        • Longer Answer A lot has happened since September
                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                        • Preliminary October and November numbers also indicate a strong US economy
                                        • Consumer confidence rebounded strongly in November
                                        • 2 Online shopping around the election was depressed
                                        • As a result of the election ecommerce growth in the first half of November came in low
                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                        • hellip But in-store retail sales still fell
                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                        • Thanksgiving Weekend online sales went up sharply
                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                        • Slide Number 20
                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                        • Retailers fought back this year with digital advertising and steeper discounts
                                        • While digital spending went up total ad spending by big retailers went down
                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                        • Slide Number 30
                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                        • Slide Number 35
                                        • US retail mcommerce sales are expected to accelerate in 2016
                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                        • Mobile performance was up across the board
                                        • Slide Number 43
                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                        • Shoes were one of the fastest growing subcategories for online purchases
                                        • Top 10 toy searches on Hooklogic retailer sites
                                        • Slide Number 47
                                        • Impact of competitive discounting on holiday ecommerce
                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                        • Recap
                                        • Slide Number 53
                                        • Slide Number 54
                                        • Slide Number 55
                                        • Slide Number 56
                                        • Slide Number 57
                                        • Slide Number 58
                                        • Slide Number 59
                                          Online Retail Visits on Cyber Monday
                                          Desktop44
                                          Mobile Web27
                                          Mobile App29
                                          Desktop
                                          Mobile Web
                                          Mobile App
                                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                          1 Input category names dates and data into CHART DATA section below
                                          (if your s arent s first change the cell format to numbers)
                                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                          3 Make other formatting changes as desired to make chart fit your needs
                                          4 Use color for emphasis
                                          CHART DATA
                                          2011201220132014201520162020
                                          CAT1222730344046
                                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                          CHART DATA
                                          AugSeptOctNov20192020
                                          CAT11018104110081071095096
                                          CAT2810820830840850860
                                          CAT3710720730740750760
                                          CAT4610620630640650660
                                          CAT5510520530540550560
                                          CAT6410420430440450460
                                          CAT7310320330340350360
                                          CAT8210220230240250260
                                          CAT9110120130140150160
                                          CAT10102030405060
                                          INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                          CHART DATA
                                          20142015
                                          CAT1900950
                                          CAT2800850
                                          CAT3700750
                                          CAT4600650
                                          CAT5500550
                                          CAT6400450
                                          CAT7300350
                                          CAT8200250
                                          CAT9100150
                                          CAT100050
                                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                          CHART DATA
                                          2Election Day1Cyber SundayCyber Monday20192020
                                          Mobile Share of Online Orders5348504841950960
                                          CAT2800810820830840850860
                                          CAT3700710720730740750760
                                          CAT4600610620630640650660
                                          CAT5500510520530540550560
                                          CAT6400410420430440450460
                                          CAT7300310320330340350360
                                          CAT8200210220230240250260
                                          CAT9100110120130140150160
                                          CAT1000102030405060
                                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                          CHART DATA
                                          Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                          Mobile Share of Online Orders5348504841950960
                                          CAT2800810820830840850860
                                          CAT3700710720730740750760
                                          CAT4600610620630640650660
                                          CAT5500510520530540550560
                                          CAT6400410420430440450460
                                          CAT7300310320330340350360
                                          CAT8200210220230240250260
                                          CAT9100110120130140150160
                                          CAT1000102030405060
                                          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                          CHART DATA 1
                                          CAT1Cyber MondayBlack FridayThanksgiving
                                          Pure Play393225
                                          Multichannel616875
                                          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                          AB
                                          CAT11010
                                          CAT21010
                                          CAT31010
                                          CAT41010
                                          CAT51010
                                          CAT61010
                                          CAT71010
                                          CAT81010
                                          CAT91010
                                          CAT101010
                                          INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                          CHART DATA
                                          Data Series Label
                                          CAT1066 B
                                          CAT2150 B
                                          CAT3173 B
                                          CAT4209 B
                                          CAT5233 B
                                          CAT6238 B
                                          CAT7327 B
                                          CAT8343 B
                                          CAT9349 B
                                          CAT10665 B
                                          INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                          Do not editCHART DATA
                                          DOT SPACING
                                          COLUMNS20152016
                                          11CAT11$13335$16115
                                          10CAT10$8083$10320
                                          9CAT9$1672$2221
                                          8CAT8$1167$1464
                                          7CAT7$1037$1202
                                          6CAT6$926$1125
                                          5CAT5$766$896
                                          4CAT4$284$378
                                          3CAT3$184$248
                                          2CAT2$199$255DOT PLOT
                                          1CAT1$14362$16614
                                          CHART DATA
                                          20152016
                                          CAT11340950
                                          CAT10800850
                                          CAT9700750
                                          CAT8600650
                                          CAT7500550
                                          CAT6400450
                                          CAT5300350
                                          CAT4200250
                                          CAT3220440
                                          CAT2340540
                                          CAT1220360
                                          INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                          CHART DATA
                                          2014201520162017201820192020
                                          CAT1900910920930940950960
                                          CAT2800810820830840850860
                                          CAT3700710720730740750760
                                          CAT4600610620630640650660
                                          CAT5500510520530540550560
                                          CAT6400410420430440450460
                                          CAT7300310320330340350360
                                          CAT8200210220230240250260
                                          CAT9100110120130140150160
                                          CAT1000102030405060
                                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                          CHART DATA
                                          201320142015201620192020
                                          CAT1$102$115$116$128095096
                                          CAT2810820830840850860
                                          CAT3710720730740750760
                                          CAT4610620630640650660
                                          CAT5510520530540550560
                                          CAT6410420430440450460
                                          CAT7310320330340350360
                                          CAT8210220230240250260
                                          CAT9110120130140150160
                                          CAT10102030405060
                                          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                          CHART DATA 1
                                          CAT1Cyber MondayBlack FridayThanksgiving
                                          Pure Play432717
                                          Multichannel577357
                                          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                          AB
                                          CAT11010
                                          CAT21010
                                          CAT31010
                                          CAT41010
                                          CAT51010
                                          CAT61010
                                          CAT71010
                                          CAT81010
                                          CAT91010
                                          CAT101010

                                          Comscore share (2)

                                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          7) Change Number Category from Percentage to Number
                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          8) Press Reset on the maximum bounds number
                                          9) change Units-Major value to match the Bounds-Maximum value
                                          Do this by clicking once then a second time this will select a single data label
                                          5) Delete all data labels leaving only the first and last
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Comscore share (2)

                                          Cyber Monday
                                          Black Friday
                                          Source comScore Percent share of desktop ecommerce
                                          Pure Play
                                          Multichannel

                                          Black Friday spending

                                          B
                                          Chart title here (Unit value here)
                                          A
                                          CAT1
                                          CAT2
                                          CAT3
                                          CAT4
                                          CAT5
                                          CAT6
                                          CAT7
                                          CAT8
                                          CAT9
                                          CAT10
                                          [VALUE]

                                          Area Graph

                                          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                          2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                          1) Start data entry at cell I19
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          4) Turn onoff Categories as required
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Area Graph

                                          Source Gallup
                                          CAT1
                                          []

                                          Dot Plot

                                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          7) Change Number Category from Percentage to Number
                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          8) Press Reset on the maximum bounds number
                                          9) change Units-Major value to match the Bounds-Maximum value
                                          Do this by clicking once then a second time this will select a single data label
                                          5) Delete all data labels leaving only the first and last
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Dot Plot

                                          CAT1
                                          CAT2
                                          CAT3
                                          CAT4
                                          CAT5
                                          CAT6
                                          CAT7
                                          CAT8
                                          CAT9
                                          CAT10
                                          Chart title here (Unit value here)
                                          CAT1
                                          CAT2
                                          CAT3
                                          CAT4
                                          CAT5
                                          CAT6
                                          CAT7
                                          CAT8
                                          CAT9
                                          CAT10

                                          Horizontal Bar

                                          Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          6) Change Number Category from Percentage to Number
                                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          7) Press Reset on the maximum bounds number
                                          8) change Units-Major value to match the Bounds-Maximum value
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Horizontal Bar

                                          2015
                                          2016
                                          CAT11
                                          CAT10
                                          CAT9
                                          CAT8
                                          CAT7
                                          CAT6
                                          CAT5
                                          CAT4
                                          CAT3
                                          CAT2
                                          CAT1
                                          Chart title here (Unit value here)
                                          2016
                                          2015

                                          Comscore share

                                          2015
                                          2016
                                          CAT11
                                          CAT10
                                          CAT9
                                          CAT8
                                          CAT7
                                          CAT6
                                          CAT5
                                          CAT4
                                          CAT3
                                          CAT2
                                          CAT1
                                          Chart title here (Unit value here)
                                          2016
                                          2015

                                          Line Graph

                                          Step by step instructions on how to edit a Dot Plot
                                          2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                          1) Start data entry at CAT1
                                          6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          3) Select chart and click on the top right + (Chart Elements)
                                          4) Turn on Axes
                                          6) Turn off Axes
                                          7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Line Graph

                                          Chart title here (Unit value here)
                                          Data Series Label

                                          Election impact

                                          Step by step instructions on how to edit a Horizontal Bar
                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          4) Turn onoff Series Categories as required
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Election impact

                                          Cyber Monday
                                          Black Friday
                                          Source comScore Percent share of desktop ecommerce
                                          Pure Play
                                          Multichannel

                                          Slope Graph

                                          B
                                          Chart title here (Unit value here)
                                          A
                                          CAT1
                                          CAT2
                                          CAT3
                                          CAT4
                                          CAT5
                                          CAT6
                                          CAT7
                                          CAT8
                                          CAT9
                                          CAT10
                                          [VALUE]

                                          Consumer Confidence

                                          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                          2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                          1) Start data entry at cell I19
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          4) Turn onoff Categories as required
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Consumer Confidence

                                          Source Channel Advisor
                                          Mobile Share of Online Orders

                                          Vertical bar

                                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          7) Change Number Category from Percentage to Number
                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          8) Press Reset on the maximum bounds number
                                          9) change Units-Major value to match the Bounds-Maximum value
                                          Do this by clicking once then a second time this will select a single data label
                                          5) Delete all data labels leaving only the first and last
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                          Vertical bar

                                          Source Hooklogic
                                          Mobile Share of Online Orders
                                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          7) Change Number Category from Percentage to Number
                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          8) Press Reset on the maximum bounds number
                                          9) change Units-Major value to match the Bounds-Maximum value
                                          Do this by clicking once then a second time this will select a single data label
                                          5) Delete all data labels leaving only the first and last
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                          Chart title here (Unit value here)
                                          CAT1
                                          CAT2
                                          CAT3
                                          CAT4
                                          CAT5
                                          CAT6
                                          CAT7
                                          CAT8
                                          CAT9
                                          CAT10
                                          CAT1
                                          CAT2
                                          CAT3
                                          CAT4
                                          CAT5
                                          CAT6
                                          CAT7
                                          CAT8
                                          CAT9
                                          CAT10
                                          Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          6) Change Number Category from Percentage to Number
                                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          7) Press Reset on the maximum bounds number
                                          8) change Units-Major value to match the Bounds-Maximum value
                                          3) Select chart and click on the top right + (Chart Elements)
                                          4) Turn on Primary Vertical
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                          Source The Conference Board
                                          CAT1
                                          []
                                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          7) Change Number Category from Percentage to Number
                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                          4) Turn onoff Series Categories as required
                                          8) Press Reset on the maximum bounds number
                                          9) change Units-Major value to match the Bounds-Maximum value
                                          Do this by clicking once then a second time this will select a single data label
                                          5) Delete all data labels leaving only the first and last
                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                          Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                          CAT1
                                          Step by step instructions on how to edit a Vertical Bar
                                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                          1) Start data entry at CAT1
                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                          4) Turn onoff Categories as required

                                          copy 2016 eMarketer Inc

                                          hellip But in-store retail sales still fell

                                          -50net sales on Thanksgiving Day and Black Friday

                                          Source RetailNext Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Amazon Prime members are increasingly skipping Black Friday crowds

                                          6559

                                          0

                                          100

                                          2015 2016

                                          Prime Members Who Will Shop in Stores on Black Friday

                                          Source InfoScout Nov 26 survey of Prime members

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                          44 of consumers

                                          shopped online

                                          40 of consumers

                                          shopped in-store

                                          Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Thanksgiving Weekend online sales went up sharply

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                          SeptemberndashNovember economic performance

                                          Election effect

                                          Thanksgiving and Cyber Week

                                          Total Retail Ecommerce

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Big Retailers Launch Online Counterattack

                                          copy 2016 eMarketer Inc

                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                          2227 30 34

                                          4046

                                          0

                                          100

                                          2011 2012 2013 2014 2015 2016

                                          Amazonrsquos Share of Retail Ecommerce Sales

                                          Source Institute for Local Self-Reliance

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Amazon is becoming a leading product search engine for mobile shoppers

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                          Amazon accounted for at least

                                          37 of US ecommerce sales from November 24ndash28

                                          Source Internet Retailer Nov 29 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                          Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          While digital spending went up total ad spending by big retailers went down

                                          -9drop in overall retailer ad spending in the four weeks

                                          ending on November 27Source Kantar Media Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Retailers also seem to be doing a better job with in-store pickup of online purchases

                                          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Net promoter scores for online shoppers of omnichannel retailers went up in November

                                          39 in October 2016 to 45 in November 2016

                                          Amazon stayed flat albeit at a higher level

                                          Source Bain amp Company Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                          39

                                          32

                                          25

                                          61

                                          68

                                          75

                                          0 100Pure Play Multichannel

                                          Cyber Monday

                                          Black Friday

                                          Percent share of desktop ecommerce

                                          Thanksgiving

                                          43

                                          27

                                          17

                                          57

                                          73

                                          83

                                          0 100Pure Play Multichannel

                                          Cyber Monday

                                          Black Friday

                                          Percent share of desktop ecommerce

                                          Thanksgiving

                                          2015 2016

                                          Source comScore Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Thanksgiving Promotions Starting Earlier and Ending

                                          Later

                                          copy 2016 eMarketer Inc

                                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                          (pre-Black Friday Sale)

                                          BLACKFRIDAY(select deals)

                                          Image Creative commons

                                          November 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          lsquoThanksgiving Eversquo is becoming a bigger event

                                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                          The peak online shopping hour on Cyber Monday

                                          NetElixir 7-8pm Hooklogic 8-9pm

                                          Bloomreach 630pm

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Mobile Commerce Revolution Continues

                                          copy 2016 eMarketer Inc

                                          US retail mcommerce sales are expected to accelerate in 2016

                                          Mcommerce sales will rise 432 in 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          The largest part of mcommerce growth will come from purchases via smartphones

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                          26

                                          41

                                          29

                                          0

                                          50

                                          Thanksgiving Day Black Friday Cyber Monday

                                          Mcommerce Sales Growth 2015ndash2016

                                          Source comScore Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                          5350 52 51

                                          43

                                          0

                                          100Mobile Share of Unique

                                          User Visits

                                          Source Hooklogic Nov 2016

                                          5755 59 58

                                          47

                                          0

                                          100Mobile Share of Visits

                                          Source NetElixir Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                          Source ComScore Dec 2016

                                          eMwebinar

                                          Chart1

                                          Online Retail Visits on Cyber Monday
                                          044
                                          027
                                          029

                                          Sheet1

                                          copy 2016 eMarketer Inc

                                          Mobile performance was up across the board

                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                          Smartphone conversion rates up 53

                                          Average order value up 29

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Product Trends

                                          copy 2016 eMarketer Inc

                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                          26

                                          3639

                                          43

                                          0

                                          50

                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                          Source Branding Brand Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Shoes were one of the fastest growing subcategories for online purchases

                                          53 year-over-year increase in online purchases of shoes

                                          Source comScore Dec 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Top 10 toy searches on Hooklogic retailer sites

                                          1 Hatchimals

                                          2 Nintendo

                                          3 Shopkins

                                          4 Lego

                                          5 Paw Patrol

                                          6 NES Classic Edition

                                          7 PokeacutemonPokeacutemon cards

                                          8 Barbie

                                          9 Our Generation

                                          10 Xbox One

                                          Source Hooklogic

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Expectations for the Rest of the Season

                                          copy 2016 eMarketer Inc

                                          Impact of competitive discounting on holiday ecommerce

                                          SalesTrafficMargins

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                          9 of shoppers had completed their shopping by the start

                                          of Cyber Monday down from 11 in 2015

                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                          up from 19 in 2015

                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                          eMwebinar

                                          copy 2016 eMarketer Inc

                                          Recap

                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                          and a 33 gain for total retail sales looks to be on target

                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                          Mobile As expected mcommerce continues to grow rapidly

                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                          eMwebinar

                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                          - Max Levchin Founder

                                          54

                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                          are empowered to buy what works for them - leading to higher conversions

                                          $1500M ODERN COUCH

                                          MONTHLY PAYMENTS AS LOW AS

                                          $51671mo for 3 months

                                          $26477mo for 6 months

                                          $13892mo for 12 months

                                          55

                                          Affirm builds trust through transparency

                                          Modern financing delivers results for retailers

                                          Source Affirm Merchant Case Study March 2016

                                          57

                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                          are typically in pursuit of big sales and slashed prices however we sold our

                                          $2000+ bikes for full price ldquo

                                          2016 Affirm Holiday Shopping Report December 2016

                                          - Graham Stanton President and co-founder of Peloton

                                          aff i rmcombusiness

                                          copy 2016 eMarketer Inc

                                          Learn more about digital marketing with an eMarketer corporate subscription

                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                          QampA Session

                                          Made possible by

                                          You will receive an email tomorrow with a link to view the

                                          deck and webinar recording

                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                          Yory Wurmser

                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                          Recap

                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                          Performance Marketing in Retail

                                          • Slide Number 1
                                          • Agenda
                                          • Slide Number 3
                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                          • Short Answer
                                          • Longer Answer A lot has happened since September
                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                          • Preliminary October and November numbers also indicate a strong US economy
                                          • Consumer confidence rebounded strongly in November
                                          • 2 Online shopping around the election was depressed
                                          • As a result of the election ecommerce growth in the first half of November came in low
                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                          • hellip But in-store retail sales still fell
                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                          • Thanksgiving Weekend online sales went up sharply
                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                          • Slide Number 20
                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                          • Retailers fought back this year with digital advertising and steeper discounts
                                          • While digital spending went up total ad spending by big retailers went down
                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                          • Slide Number 30
                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                          • Slide Number 35
                                          • US retail mcommerce sales are expected to accelerate in 2016
                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                          • Mobile performance was up across the board
                                          • Slide Number 43
                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                          • Shoes were one of the fastest growing subcategories for online purchases
                                          • Top 10 toy searches on Hooklogic retailer sites
                                          • Slide Number 47
                                          • Impact of competitive discounting on holiday ecommerce
                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                          • Recap
                                          • Slide Number 53
                                          • Slide Number 54
                                          • Slide Number 55
                                          • Slide Number 56
                                          • Slide Number 57
                                          • Slide Number 58
                                          • Slide Number 59
                                            Online Retail Visits on Cyber Monday
                                            Desktop44
                                            Mobile Web27
                                            Mobile App29
                                            Desktop
                                            Mobile Web
                                            Mobile App
                                            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                            1 Input category names dates and data into CHART DATA section below
                                            (if your s arent s first change the cell format to numbers)
                                            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                            3 Make other formatting changes as desired to make chart fit your needs
                                            4 Use color for emphasis
                                            CHART DATA
                                            2011201220132014201520162020
                                            CAT1222730344046
                                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                            CHART DATA
                                            AugSeptOctNov20192020
                                            CAT11018104110081071095096
                                            CAT2810820830840850860
                                            CAT3710720730740750760
                                            CAT4610620630640650660
                                            CAT5510520530540550560
                                            CAT6410420430440450460
                                            CAT7310320330340350360
                                            CAT8210220230240250260
                                            CAT9110120130140150160
                                            CAT10102030405060
                                            INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                            CHART DATA
                                            20142015
                                            CAT1900950
                                            CAT2800850
                                            CAT3700750
                                            CAT4600650
                                            CAT5500550
                                            CAT6400450
                                            CAT7300350
                                            CAT8200250
                                            CAT9100150
                                            CAT100050
                                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                            CHART DATA
                                            2Election Day1Cyber SundayCyber Monday20192020
                                            Mobile Share of Online Orders5348504841950960
                                            CAT2800810820830840850860
                                            CAT3700710720730740750760
                                            CAT4600610620630640650660
                                            CAT5500510520530540550560
                                            CAT6400410420430440450460
                                            CAT7300310320330340350360
                                            CAT8200210220230240250260
                                            CAT9100110120130140150160
                                            CAT1000102030405060
                                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                            CHART DATA
                                            Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                            Mobile Share of Online Orders5348504841950960
                                            CAT2800810820830840850860
                                            CAT3700710720730740750760
                                            CAT4600610620630640650660
                                            CAT5500510520530540550560
                                            CAT6400410420430440450460
                                            CAT7300310320330340350360
                                            CAT8200210220230240250260
                                            CAT9100110120130140150160
                                            CAT1000102030405060
                                            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                            CHART DATA 1
                                            CAT1Cyber MondayBlack FridayThanksgiving
                                            Pure Play393225
                                            Multichannel616875
                                            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                            AB
                                            CAT11010
                                            CAT21010
                                            CAT31010
                                            CAT41010
                                            CAT51010
                                            CAT61010
                                            CAT71010
                                            CAT81010
                                            CAT91010
                                            CAT101010
                                            INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                            CHART DATA
                                            Data Series Label
                                            CAT1066 B
                                            CAT2150 B
                                            CAT3173 B
                                            CAT4209 B
                                            CAT5233 B
                                            CAT6238 B
                                            CAT7327 B
                                            CAT8343 B
                                            CAT9349 B
                                            CAT10665 B
                                            INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                            Do not editCHART DATA
                                            DOT SPACING
                                            COLUMNS20152016
                                            11CAT11$13335$16115
                                            10CAT10$8083$10320
                                            9CAT9$1672$2221
                                            8CAT8$1167$1464
                                            7CAT7$1037$1202
                                            6CAT6$926$1125
                                            5CAT5$766$896
                                            4CAT4$284$378
                                            3CAT3$184$248
                                            2CAT2$199$255DOT PLOT
                                            1CAT1$14362$16614
                                            CHART DATA
                                            20152016
                                            CAT11340950
                                            CAT10800850
                                            CAT9700750
                                            CAT8600650
                                            CAT7500550
                                            CAT6400450
                                            CAT5300350
                                            CAT4200250
                                            CAT3220440
                                            CAT2340540
                                            CAT1220360
                                            INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                            CHART DATA
                                            2014201520162017201820192020
                                            CAT1900910920930940950960
                                            CAT2800810820830840850860
                                            CAT3700710720730740750760
                                            CAT4600610620630640650660
                                            CAT5500510520530540550560
                                            CAT6400410420430440450460
                                            CAT7300310320330340350360
                                            CAT8200210220230240250260
                                            CAT9100110120130140150160
                                            CAT1000102030405060
                                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                            CHART DATA
                                            201320142015201620192020
                                            CAT1$102$115$116$128095096
                                            CAT2810820830840850860
                                            CAT3710720730740750760
                                            CAT4610620630640650660
                                            CAT5510520530540550560
                                            CAT6410420430440450460
                                            CAT7310320330340350360
                                            CAT8210220230240250260
                                            CAT9110120130140150160
                                            CAT10102030405060
                                            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                            CHART DATA 1
                                            CAT1Cyber MondayBlack FridayThanksgiving
                                            Pure Play432717
                                            Multichannel577357
                                            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                            AB
                                            CAT11010
                                            CAT21010
                                            CAT31010
                                            CAT41010
                                            CAT51010
                                            CAT61010
                                            CAT71010
                                            CAT81010
                                            CAT91010
                                            CAT101010

                                            Comscore share (2)

                                            Cyber Monday
                                            Black Friday
                                            Source comScore Percent share of desktop ecommerce
                                            Pure Play
                                            Multichannel

                                            Black Friday spending

                                            B
                                            Chart title here (Unit value here)
                                            A
                                            CAT1
                                            CAT2
                                            CAT3
                                            CAT4
                                            CAT5
                                            CAT6
                                            CAT7
                                            CAT8
                                            CAT9
                                            CAT10
                                            [VALUE]

                                            Area Graph

                                            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                            2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                            1) Start data entry at cell I19
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            4) Turn onoff Categories as required
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Area Graph

                                            Source Gallup
                                            CAT1
                                            []

                                            Dot Plot

                                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            7) Change Number Category from Percentage to Number
                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            4) Turn onoff Series Categories as required
                                            8) Press Reset on the maximum bounds number
                                            9) change Units-Major value to match the Bounds-Maximum value
                                            Do this by clicking once then a second time this will select a single data label
                                            5) Delete all data labels leaving only the first and last
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Dot Plot

                                            CAT1
                                            CAT2
                                            CAT3
                                            CAT4
                                            CAT5
                                            CAT6
                                            CAT7
                                            CAT8
                                            CAT9
                                            CAT10
                                            Chart title here (Unit value here)
                                            CAT1
                                            CAT2
                                            CAT3
                                            CAT4
                                            CAT5
                                            CAT6
                                            CAT7
                                            CAT8
                                            CAT9
                                            CAT10

                                            Horizontal Bar

                                            Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            6) Change Number Category from Percentage to Number
                                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            4) Turn onoff Series Categories as required
                                            7) Press Reset on the maximum bounds number
                                            8) change Units-Major value to match the Bounds-Maximum value
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Horizontal Bar

                                            2015
                                            2016
                                            CAT11
                                            CAT10
                                            CAT9
                                            CAT8
                                            CAT7
                                            CAT6
                                            CAT5
                                            CAT4
                                            CAT3
                                            CAT2
                                            CAT1
                                            Chart title here (Unit value here)
                                            2016
                                            2015

                                            Comscore share

                                            2015
                                            2016
                                            CAT11
                                            CAT10
                                            CAT9
                                            CAT8
                                            CAT7
                                            CAT6
                                            CAT5
                                            CAT4
                                            CAT3
                                            CAT2
                                            CAT1
                                            Chart title here (Unit value here)
                                            2016
                                            2015

                                            Line Graph

                                            Step by step instructions on how to edit a Dot Plot
                                            2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                            1) Start data entry at CAT1
                                            6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            3) Select chart and click on the top right + (Chart Elements)
                                            4) Turn on Axes
                                            6) Turn off Axes
                                            7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Line Graph

                                            Chart title here (Unit value here)
                                            Data Series Label

                                            Election impact

                                            Step by step instructions on how to edit a Horizontal Bar
                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            4) Turn onoff Series Categories as required
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Election impact

                                            Cyber Monday
                                            Black Friday
                                            Source comScore Percent share of desktop ecommerce
                                            Pure Play
                                            Multichannel

                                            Slope Graph

                                            B
                                            Chart title here (Unit value here)
                                            A
                                            CAT1
                                            CAT2
                                            CAT3
                                            CAT4
                                            CAT5
                                            CAT6
                                            CAT7
                                            CAT8
                                            CAT9
                                            CAT10
                                            [VALUE]

                                            Consumer Confidence

                                            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                            2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                            1) Start data entry at cell I19
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            4) Turn onoff Categories as required
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Consumer Confidence

                                            Source Channel Advisor
                                            Mobile Share of Online Orders

                                            Vertical bar

                                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            7) Change Number Category from Percentage to Number
                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            4) Turn onoff Series Categories as required
                                            8) Press Reset on the maximum bounds number
                                            9) change Units-Major value to match the Bounds-Maximum value
                                            Do this by clicking once then a second time this will select a single data label
                                            5) Delete all data labels leaving only the first and last
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                            Vertical bar

                                            Source Hooklogic
                                            Mobile Share of Online Orders
                                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            7) Change Number Category from Percentage to Number
                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            4) Turn onoff Series Categories as required
                                            8) Press Reset on the maximum bounds number
                                            9) change Units-Major value to match the Bounds-Maximum value
                                            Do this by clicking once then a second time this will select a single data label
                                            5) Delete all data labels leaving only the first and last
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                            Chart title here (Unit value here)
                                            CAT1
                                            CAT2
                                            CAT3
                                            CAT4
                                            CAT5
                                            CAT6
                                            CAT7
                                            CAT8
                                            CAT9
                                            CAT10
                                            CAT1
                                            CAT2
                                            CAT3
                                            CAT4
                                            CAT5
                                            CAT6
                                            CAT7
                                            CAT8
                                            CAT9
                                            CAT10
                                            Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            6) Change Number Category from Percentage to Number
                                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            4) Turn onoff Series Categories as required
                                            7) Press Reset on the maximum bounds number
                                            8) change Units-Major value to match the Bounds-Maximum value
                                            3) Select chart and click on the top right + (Chart Elements)
                                            4) Turn on Primary Vertical
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                            Source The Conference Board
                                            CAT1
                                            []
                                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            7) Change Number Category from Percentage to Number
                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                            4) Turn onoff Series Categories as required
                                            8) Press Reset on the maximum bounds number
                                            9) change Units-Major value to match the Bounds-Maximum value
                                            Do this by clicking once then a second time this will select a single data label
                                            5) Delete all data labels leaving only the first and last
                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                            Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                            CAT1
                                            Step by step instructions on how to edit a Vertical Bar
                                            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                            1) Start data entry at CAT1
                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                            4) Turn onoff Categories as required

                                            copy 2016 eMarketer Inc

                                            hellip But in-store retail sales still fell

                                            -50net sales on Thanksgiving Day and Black Friday

                                            Source RetailNext Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Amazon Prime members are increasingly skipping Black Friday crowds

                                            6559

                                            0

                                            100

                                            2015 2016

                                            Prime Members Who Will Shop in Stores on Black Friday

                                            Source InfoScout Nov 26 survey of Prime members

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                            44 of consumers

                                            shopped online

                                            40 of consumers

                                            shopped in-store

                                            Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Thanksgiving Weekend online sales went up sharply

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                            SeptemberndashNovember economic performance

                                            Election effect

                                            Thanksgiving and Cyber Week

                                            Total Retail Ecommerce

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Big Retailers Launch Online Counterattack

                                            copy 2016 eMarketer Inc

                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                            2227 30 34

                                            4046

                                            0

                                            100

                                            2011 2012 2013 2014 2015 2016

                                            Amazonrsquos Share of Retail Ecommerce Sales

                                            Source Institute for Local Self-Reliance

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Amazon is becoming a leading product search engine for mobile shoppers

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                            Amazon accounted for at least

                                            37 of US ecommerce sales from November 24ndash28

                                            Source Internet Retailer Nov 29 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                            Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            While digital spending went up total ad spending by big retailers went down

                                            -9drop in overall retailer ad spending in the four weeks

                                            ending on November 27Source Kantar Media Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Retailers also seem to be doing a better job with in-store pickup of online purchases

                                            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Net promoter scores for online shoppers of omnichannel retailers went up in November

                                            39 in October 2016 to 45 in November 2016

                                            Amazon stayed flat albeit at a higher level

                                            Source Bain amp Company Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                            39

                                            32

                                            25

                                            61

                                            68

                                            75

                                            0 100Pure Play Multichannel

                                            Cyber Monday

                                            Black Friday

                                            Percent share of desktop ecommerce

                                            Thanksgiving

                                            43

                                            27

                                            17

                                            57

                                            73

                                            83

                                            0 100Pure Play Multichannel

                                            Cyber Monday

                                            Black Friday

                                            Percent share of desktop ecommerce

                                            Thanksgiving

                                            2015 2016

                                            Source comScore Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Thanksgiving Promotions Starting Earlier and Ending

                                            Later

                                            copy 2016 eMarketer Inc

                                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                            (pre-Black Friday Sale)

                                            BLACKFRIDAY(select deals)

                                            Image Creative commons

                                            November 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            lsquoThanksgiving Eversquo is becoming a bigger event

                                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                            The peak online shopping hour on Cyber Monday

                                            NetElixir 7-8pm Hooklogic 8-9pm

                                            Bloomreach 630pm

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Mobile Commerce Revolution Continues

                                            copy 2016 eMarketer Inc

                                            US retail mcommerce sales are expected to accelerate in 2016

                                            Mcommerce sales will rise 432 in 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            The largest part of mcommerce growth will come from purchases via smartphones

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                            26

                                            41

                                            29

                                            0

                                            50

                                            Thanksgiving Day Black Friday Cyber Monday

                                            Mcommerce Sales Growth 2015ndash2016

                                            Source comScore Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                            5350 52 51

                                            43

                                            0

                                            100Mobile Share of Unique

                                            User Visits

                                            Source Hooklogic Nov 2016

                                            5755 59 58

                                            47

                                            0

                                            100Mobile Share of Visits

                                            Source NetElixir Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                            Source ComScore Dec 2016

                                            eMwebinar

                                            Chart1

                                            Online Retail Visits on Cyber Monday
                                            044
                                            027
                                            029

                                            Sheet1

                                            copy 2016 eMarketer Inc

                                            Mobile performance was up across the board

                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                            Smartphone conversion rates up 53

                                            Average order value up 29

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Product Trends

                                            copy 2016 eMarketer Inc

                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                            26

                                            3639

                                            43

                                            0

                                            50

                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                            Source Branding Brand Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Shoes were one of the fastest growing subcategories for online purchases

                                            53 year-over-year increase in online purchases of shoes

                                            Source comScore Dec 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Top 10 toy searches on Hooklogic retailer sites

                                            1 Hatchimals

                                            2 Nintendo

                                            3 Shopkins

                                            4 Lego

                                            5 Paw Patrol

                                            6 NES Classic Edition

                                            7 PokeacutemonPokeacutemon cards

                                            8 Barbie

                                            9 Our Generation

                                            10 Xbox One

                                            Source Hooklogic

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Expectations for the Rest of the Season

                                            copy 2016 eMarketer Inc

                                            Impact of competitive discounting on holiday ecommerce

                                            SalesTrafficMargins

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                            9 of shoppers had completed their shopping by the start

                                            of Cyber Monday down from 11 in 2015

                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                            up from 19 in 2015

                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                            eMwebinar

                                            copy 2016 eMarketer Inc

                                            Recap

                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                            and a 33 gain for total retail sales looks to be on target

                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                            Mobile As expected mcommerce continues to grow rapidly

                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                            eMwebinar

                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                            - Max Levchin Founder

                                            54

                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                            are empowered to buy what works for them - leading to higher conversions

                                            $1500M ODERN COUCH

                                            MONTHLY PAYMENTS AS LOW AS

                                            $51671mo for 3 months

                                            $26477mo for 6 months

                                            $13892mo for 12 months

                                            55

                                            Affirm builds trust through transparency

                                            Modern financing delivers results for retailers

                                            Source Affirm Merchant Case Study March 2016

                                            57

                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                            are typically in pursuit of big sales and slashed prices however we sold our

                                            $2000+ bikes for full price ldquo

                                            2016 Affirm Holiday Shopping Report December 2016

                                            - Graham Stanton President and co-founder of Peloton

                                            aff i rmcombusiness

                                            copy 2016 eMarketer Inc

                                            Learn more about digital marketing with an eMarketer corporate subscription

                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                            QampA Session

                                            Made possible by

                                            You will receive an email tomorrow with a link to view the

                                            deck and webinar recording

                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                            Yory Wurmser

                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                            Recap

                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                            Performance Marketing in Retail

                                            • Slide Number 1
                                            • Agenda
                                            • Slide Number 3
                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                            • Short Answer
                                            • Longer Answer A lot has happened since September
                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                            • Preliminary October and November numbers also indicate a strong US economy
                                            • Consumer confidence rebounded strongly in November
                                            • 2 Online shopping around the election was depressed
                                            • As a result of the election ecommerce growth in the first half of November came in low
                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                            • hellip But in-store retail sales still fell
                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                            • Thanksgiving Weekend online sales went up sharply
                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                            • Slide Number 20
                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                            • Retailers fought back this year with digital advertising and steeper discounts
                                            • While digital spending went up total ad spending by big retailers went down
                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                            • Slide Number 30
                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                            • Slide Number 35
                                            • US retail mcommerce sales are expected to accelerate in 2016
                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                            • Mobile performance was up across the board
                                            • Slide Number 43
                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                            • Shoes were one of the fastest growing subcategories for online purchases
                                            • Top 10 toy searches on Hooklogic retailer sites
                                            • Slide Number 47
                                            • Impact of competitive discounting on holiday ecommerce
                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                            • Recap
                                            • Slide Number 53
                                            • Slide Number 54
                                            • Slide Number 55
                                            • Slide Number 56
                                            • Slide Number 57
                                            • Slide Number 58
                                            • Slide Number 59
                                              Online Retail Visits on Cyber Monday
                                              Desktop44
                                              Mobile Web27
                                              Mobile App29
                                              Desktop
                                              Mobile Web
                                              Mobile App
                                              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                              1 Input category names dates and data into CHART DATA section below
                                              (if your s arent s first change the cell format to numbers)
                                              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                              3 Make other formatting changes as desired to make chart fit your needs
                                              4 Use color for emphasis
                                              CHART DATA
                                              2011201220132014201520162020
                                              CAT1222730344046
                                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                              CHART DATA
                                              AugSeptOctNov20192020
                                              CAT11018104110081071095096
                                              CAT2810820830840850860
                                              CAT3710720730740750760
                                              CAT4610620630640650660
                                              CAT5510520530540550560
                                              CAT6410420430440450460
                                              CAT7310320330340350360
                                              CAT8210220230240250260
                                              CAT9110120130140150160
                                              CAT10102030405060
                                              INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                              CHART DATA
                                              20142015
                                              CAT1900950
                                              CAT2800850
                                              CAT3700750
                                              CAT4600650
                                              CAT5500550
                                              CAT6400450
                                              CAT7300350
                                              CAT8200250
                                              CAT9100150
                                              CAT100050
                                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                              CHART DATA
                                              2Election Day1Cyber SundayCyber Monday20192020
                                              Mobile Share of Online Orders5348504841950960
                                              CAT2800810820830840850860
                                              CAT3700710720730740750760
                                              CAT4600610620630640650660
                                              CAT5500510520530540550560
                                              CAT6400410420430440450460
                                              CAT7300310320330340350360
                                              CAT8200210220230240250260
                                              CAT9100110120130140150160
                                              CAT1000102030405060
                                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                              CHART DATA
                                              Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                              Mobile Share of Online Orders5348504841950960
                                              CAT2800810820830840850860
                                              CAT3700710720730740750760
                                              CAT4600610620630640650660
                                              CAT5500510520530540550560
                                              CAT6400410420430440450460
                                              CAT7300310320330340350360
                                              CAT8200210220230240250260
                                              CAT9100110120130140150160
                                              CAT1000102030405060
                                              INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                              CHART DATA 1
                                              CAT1Cyber MondayBlack FridayThanksgiving
                                              Pure Play393225
                                              Multichannel616875
                                              CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                              AB
                                              CAT11010
                                              CAT21010
                                              CAT31010
                                              CAT41010
                                              CAT51010
                                              CAT61010
                                              CAT71010
                                              CAT81010
                                              CAT91010
                                              CAT101010
                                              INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                              CHART DATA
                                              Data Series Label
                                              CAT1066 B
                                              CAT2150 B
                                              CAT3173 B
                                              CAT4209 B
                                              CAT5233 B
                                              CAT6238 B
                                              CAT7327 B
                                              CAT8343 B
                                              CAT9349 B
                                              CAT10665 B
                                              INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                              Do not editCHART DATA
                                              DOT SPACING
                                              COLUMNS20152016
                                              11CAT11$13335$16115
                                              10CAT10$8083$10320
                                              9CAT9$1672$2221
                                              8CAT8$1167$1464
                                              7CAT7$1037$1202
                                              6CAT6$926$1125
                                              5CAT5$766$896
                                              4CAT4$284$378
                                              3CAT3$184$248
                                              2CAT2$199$255DOT PLOT
                                              1CAT1$14362$16614
                                              CHART DATA
                                              20152016
                                              CAT11340950
                                              CAT10800850
                                              CAT9700750
                                              CAT8600650
                                              CAT7500550
                                              CAT6400450
                                              CAT5300350
                                              CAT4200250
                                              CAT3220440
                                              CAT2340540
                                              CAT1220360
                                              INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                              CHART DATA
                                              2014201520162017201820192020
                                              CAT1900910920930940950960
                                              CAT2800810820830840850860
                                              CAT3700710720730740750760
                                              CAT4600610620630640650660
                                              CAT5500510520530540550560
                                              CAT6400410420430440450460
                                              CAT7300310320330340350360
                                              CAT8200210220230240250260
                                              CAT9100110120130140150160
                                              CAT1000102030405060
                                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                              CHART DATA
                                              201320142015201620192020
                                              CAT1$102$115$116$128095096
                                              CAT2810820830840850860
                                              CAT3710720730740750760
                                              CAT4610620630640650660
                                              CAT5510520530540550560
                                              CAT6410420430440450460
                                              CAT7310320330340350360
                                              CAT8210220230240250260
                                              CAT9110120130140150160
                                              CAT10102030405060

                                              Black Friday spending

                                              B
                                              Chart title here (Unit value here)
                                              A
                                              CAT1
                                              CAT2
                                              CAT3
                                              CAT4
                                              CAT5
                                              CAT6
                                              CAT7
                                              CAT8
                                              CAT9
                                              CAT10
                                              [VALUE]

                                              Area Graph

                                              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                              2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                              1) Start data entry at cell I19
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              4) Turn onoff Categories as required
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Area Graph

                                              Source Gallup
                                              CAT1
                                              []

                                              Dot Plot

                                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              7) Change Number Category from Percentage to Number
                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              4) Turn onoff Series Categories as required
                                              8) Press Reset on the maximum bounds number
                                              9) change Units-Major value to match the Bounds-Maximum value
                                              Do this by clicking once then a second time this will select a single data label
                                              5) Delete all data labels leaving only the first and last
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Dot Plot

                                              CAT1
                                              CAT2
                                              CAT3
                                              CAT4
                                              CAT5
                                              CAT6
                                              CAT7
                                              CAT8
                                              CAT9
                                              CAT10
                                              Chart title here (Unit value here)
                                              CAT1
                                              CAT2
                                              CAT3
                                              CAT4
                                              CAT5
                                              CAT6
                                              CAT7
                                              CAT8
                                              CAT9
                                              CAT10

                                              Horizontal Bar

                                              Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              6) Change Number Category from Percentage to Number
                                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              4) Turn onoff Series Categories as required
                                              7) Press Reset on the maximum bounds number
                                              8) change Units-Major value to match the Bounds-Maximum value
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Horizontal Bar

                                              2015
                                              2016
                                              CAT11
                                              CAT10
                                              CAT9
                                              CAT8
                                              CAT7
                                              CAT6
                                              CAT5
                                              CAT4
                                              CAT3
                                              CAT2
                                              CAT1
                                              Chart title here (Unit value here)
                                              2016
                                              2015

                                              Comscore share

                                              2015
                                              2016
                                              CAT11
                                              CAT10
                                              CAT9
                                              CAT8
                                              CAT7
                                              CAT6
                                              CAT5
                                              CAT4
                                              CAT3
                                              CAT2
                                              CAT1
                                              Chart title here (Unit value here)
                                              2016
                                              2015

                                              Line Graph

                                              Step by step instructions on how to edit a Dot Plot
                                              2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                              1) Start data entry at CAT1
                                              6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              3) Select chart and click on the top right + (Chart Elements)
                                              4) Turn on Axes
                                              6) Turn off Axes
                                              7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Line Graph

                                              Chart title here (Unit value here)
                                              Data Series Label

                                              Election impact

                                              Step by step instructions on how to edit a Horizontal Bar
                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              4) Turn onoff Series Categories as required
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Election impact

                                              Cyber Monday
                                              Black Friday
                                              Source comScore Percent share of desktop ecommerce
                                              Pure Play
                                              Multichannel

                                              Slope Graph

                                              B
                                              Chart title here (Unit value here)
                                              A
                                              CAT1
                                              CAT2
                                              CAT3
                                              CAT4
                                              CAT5
                                              CAT6
                                              CAT7
                                              CAT8
                                              CAT9
                                              CAT10
                                              [VALUE]

                                              Consumer Confidence

                                              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                              2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                              1) Start data entry at cell I19
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              4) Turn onoff Categories as required
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Consumer Confidence

                                              Source Channel Advisor
                                              Mobile Share of Online Orders

                                              Vertical bar

                                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              7) Change Number Category from Percentage to Number
                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              4) Turn onoff Series Categories as required
                                              8) Press Reset on the maximum bounds number
                                              9) change Units-Major value to match the Bounds-Maximum value
                                              Do this by clicking once then a second time this will select a single data label
                                              5) Delete all data labels leaving only the first and last
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                              Vertical bar

                                              Source Hooklogic
                                              Mobile Share of Online Orders
                                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              7) Change Number Category from Percentage to Number
                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              4) Turn onoff Series Categories as required
                                              8) Press Reset on the maximum bounds number
                                              9) change Units-Major value to match the Bounds-Maximum value
                                              Do this by clicking once then a second time this will select a single data label
                                              5) Delete all data labels leaving only the first and last
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                              Chart title here (Unit value here)
                                              CAT1
                                              CAT2
                                              CAT3
                                              CAT4
                                              CAT5
                                              CAT6
                                              CAT7
                                              CAT8
                                              CAT9
                                              CAT10
                                              CAT1
                                              CAT2
                                              CAT3
                                              CAT4
                                              CAT5
                                              CAT6
                                              CAT7
                                              CAT8
                                              CAT9
                                              CAT10
                                              Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              6) Change Number Category from Percentage to Number
                                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              4) Turn onoff Series Categories as required
                                              7) Press Reset on the maximum bounds number
                                              8) change Units-Major value to match the Bounds-Maximum value
                                              3) Select chart and click on the top right + (Chart Elements)
                                              4) Turn on Primary Vertical
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                              Source The Conference Board
                                              CAT1
                                              []
                                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              7) Change Number Category from Percentage to Number
                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                              4) Turn onoff Series Categories as required
                                              8) Press Reset on the maximum bounds number
                                              9) change Units-Major value to match the Bounds-Maximum value
                                              Do this by clicking once then a second time this will select a single data label
                                              5) Delete all data labels leaving only the first and last
                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                              Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                              CAT1
                                              Step by step instructions on how to edit a Vertical Bar
                                              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                              1) Start data entry at CAT1
                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                              4) Turn onoff Categories as required

                                              copy 2016 eMarketer Inc

                                              hellip But in-store retail sales still fell

                                              -50net sales on Thanksgiving Day and Black Friday

                                              Source RetailNext Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Amazon Prime members are increasingly skipping Black Friday crowds

                                              6559

                                              0

                                              100

                                              2015 2016

                                              Prime Members Who Will Shop in Stores on Black Friday

                                              Source InfoScout Nov 26 survey of Prime members

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                              44 of consumers

                                              shopped online

                                              40 of consumers

                                              shopped in-store

                                              Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Thanksgiving Weekend online sales went up sharply

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                              SeptemberndashNovember economic performance

                                              Election effect

                                              Thanksgiving and Cyber Week

                                              Total Retail Ecommerce

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Big Retailers Launch Online Counterattack

                                              copy 2016 eMarketer Inc

                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                              2227 30 34

                                              4046

                                              0

                                              100

                                              2011 2012 2013 2014 2015 2016

                                              Amazonrsquos Share of Retail Ecommerce Sales

                                              Source Institute for Local Self-Reliance

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Amazon is becoming a leading product search engine for mobile shoppers

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                              Amazon accounted for at least

                                              37 of US ecommerce sales from November 24ndash28

                                              Source Internet Retailer Nov 29 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                              Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              While digital spending went up total ad spending by big retailers went down

                                              -9drop in overall retailer ad spending in the four weeks

                                              ending on November 27Source Kantar Media Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Retailers also seem to be doing a better job with in-store pickup of online purchases

                                              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Net promoter scores for online shoppers of omnichannel retailers went up in November

                                              39 in October 2016 to 45 in November 2016

                                              Amazon stayed flat albeit at a higher level

                                              Source Bain amp Company Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                              39

                                              32

                                              25

                                              61

                                              68

                                              75

                                              0 100Pure Play Multichannel

                                              Cyber Monday

                                              Black Friday

                                              Percent share of desktop ecommerce

                                              Thanksgiving

                                              43

                                              27

                                              17

                                              57

                                              73

                                              83

                                              0 100Pure Play Multichannel

                                              Cyber Monday

                                              Black Friday

                                              Percent share of desktop ecommerce

                                              Thanksgiving

                                              2015 2016

                                              Source comScore Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Thanksgiving Promotions Starting Earlier and Ending

                                              Later

                                              copy 2016 eMarketer Inc

                                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                              (pre-Black Friday Sale)

                                              BLACKFRIDAY(select deals)

                                              Image Creative commons

                                              November 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              lsquoThanksgiving Eversquo is becoming a bigger event

                                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                              The peak online shopping hour on Cyber Monday

                                              NetElixir 7-8pm Hooklogic 8-9pm

                                              Bloomreach 630pm

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Mobile Commerce Revolution Continues

                                              copy 2016 eMarketer Inc

                                              US retail mcommerce sales are expected to accelerate in 2016

                                              Mcommerce sales will rise 432 in 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              The largest part of mcommerce growth will come from purchases via smartphones

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                              26

                                              41

                                              29

                                              0

                                              50

                                              Thanksgiving Day Black Friday Cyber Monday

                                              Mcommerce Sales Growth 2015ndash2016

                                              Source comScore Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                              5350 52 51

                                              43

                                              0

                                              100Mobile Share of Unique

                                              User Visits

                                              Source Hooklogic Nov 2016

                                              5755 59 58

                                              47

                                              0

                                              100Mobile Share of Visits

                                              Source NetElixir Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                              Source ComScore Dec 2016

                                              eMwebinar

                                              Chart1

                                              Online Retail Visits on Cyber Monday
                                              044
                                              027
                                              029

                                              Sheet1

                                              copy 2016 eMarketer Inc

                                              Mobile performance was up across the board

                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                              Smartphone conversion rates up 53

                                              Average order value up 29

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Product Trends

                                              copy 2016 eMarketer Inc

                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                              26

                                              3639

                                              43

                                              0

                                              50

                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                              Source Branding Brand Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Shoes were one of the fastest growing subcategories for online purchases

                                              53 year-over-year increase in online purchases of shoes

                                              Source comScore Dec 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Top 10 toy searches on Hooklogic retailer sites

                                              1 Hatchimals

                                              2 Nintendo

                                              3 Shopkins

                                              4 Lego

                                              5 Paw Patrol

                                              6 NES Classic Edition

                                              7 PokeacutemonPokeacutemon cards

                                              8 Barbie

                                              9 Our Generation

                                              10 Xbox One

                                              Source Hooklogic

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Expectations for the Rest of the Season

                                              copy 2016 eMarketer Inc

                                              Impact of competitive discounting on holiday ecommerce

                                              SalesTrafficMargins

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                              9 of shoppers had completed their shopping by the start

                                              of Cyber Monday down from 11 in 2015

                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                              up from 19 in 2015

                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                              eMwebinar

                                              copy 2016 eMarketer Inc

                                              Recap

                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                              and a 33 gain for total retail sales looks to be on target

                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                              Mobile As expected mcommerce continues to grow rapidly

                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                              eMwebinar

                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                              - Max Levchin Founder

                                              54

                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                              are empowered to buy what works for them - leading to higher conversions

                                              $1500M ODERN COUCH

                                              MONTHLY PAYMENTS AS LOW AS

                                              $51671mo for 3 months

                                              $26477mo for 6 months

                                              $13892mo for 12 months

                                              55

                                              Affirm builds trust through transparency

                                              Modern financing delivers results for retailers

                                              Source Affirm Merchant Case Study March 2016

                                              57

                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                              are typically in pursuit of big sales and slashed prices however we sold our

                                              $2000+ bikes for full price ldquo

                                              2016 Affirm Holiday Shopping Report December 2016

                                              - Graham Stanton President and co-founder of Peloton

                                              aff i rmcombusiness

                                              copy 2016 eMarketer Inc

                                              Learn more about digital marketing with an eMarketer corporate subscription

                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                              QampA Session

                                              Made possible by

                                              You will receive an email tomorrow with a link to view the

                                              deck and webinar recording

                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                              Yory Wurmser

                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                              Recap

                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                              Performance Marketing in Retail

                                              • Slide Number 1
                                              • Agenda
                                              • Slide Number 3
                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                              • Short Answer
                                              • Longer Answer A lot has happened since September
                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                              • Preliminary October and November numbers also indicate a strong US economy
                                              • Consumer confidence rebounded strongly in November
                                              • 2 Online shopping around the election was depressed
                                              • As a result of the election ecommerce growth in the first half of November came in low
                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                              • hellip But in-store retail sales still fell
                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                              • Thanksgiving Weekend online sales went up sharply
                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                              • Slide Number 20
                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                              • Retailers fought back this year with digital advertising and steeper discounts
                                              • While digital spending went up total ad spending by big retailers went down
                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                              • Slide Number 30
                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                              • Slide Number 35
                                              • US retail mcommerce sales are expected to accelerate in 2016
                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                              • Mobile performance was up across the board
                                              • Slide Number 43
                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                              • Shoes were one of the fastest growing subcategories for online purchases
                                              • Top 10 toy searches on Hooklogic retailer sites
                                              • Slide Number 47
                                              • Impact of competitive discounting on holiday ecommerce
                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                              • Recap
                                              • Slide Number 53
                                              • Slide Number 54
                                              • Slide Number 55
                                              • Slide Number 56
                                              • Slide Number 57
                                              • Slide Number 58
                                              • Slide Number 59
                                                Online Retail Visits on Cyber Monday
                                                Desktop44
                                                Mobile Web27
                                                Mobile App29
                                                Desktop
                                                Mobile Web
                                                Mobile App
                                                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                1 Input category names dates and data into CHART DATA section below
                                                (if your s arent s first change the cell format to numbers)
                                                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                3 Make other formatting changes as desired to make chart fit your needs
                                                4 Use color for emphasis
                                                CHART DATA
                                                2011201220132014201520162020
                                                CAT1222730344046
                                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                CHART DATA
                                                AugSeptOctNov20192020
                                                CAT11018104110081071095096
                                                CAT2810820830840850860
                                                CAT3710720730740750760
                                                CAT4610620630640650660
                                                CAT5510520530540550560
                                                CAT6410420430440450460
                                                CAT7310320330340350360
                                                CAT8210220230240250260
                                                CAT9110120130140150160
                                                CAT10102030405060
                                                INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                CHART DATA
                                                20142015
                                                CAT1900950
                                                CAT2800850
                                                CAT3700750
                                                CAT4600650
                                                CAT5500550
                                                CAT6400450
                                                CAT7300350
                                                CAT8200250
                                                CAT9100150
                                                CAT100050
                                                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                CHART DATA
                                                2Election Day1Cyber SundayCyber Monday20192020
                                                Mobile Share of Online Orders5348504841950960
                                                CAT2800810820830840850860
                                                CAT3700710720730740750760
                                                CAT4600610620630640650660
                                                CAT5500510520530540550560
                                                CAT6400410420430440450460
                                                CAT7300310320330340350360
                                                CAT8200210220230240250260
                                                CAT9100110120130140150160
                                                CAT1000102030405060
                                                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                CHART DATA
                                                Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                Mobile Share of Online Orders5348504841950960
                                                CAT2800810820830840850860
                                                CAT3700710720730740750760
                                                CAT4600610620630640650660
                                                CAT5500510520530540550560
                                                CAT6400410420430440450460
                                                CAT7300310320330340350360
                                                CAT8200210220230240250260
                                                CAT9100110120130140150160
                                                CAT1000102030405060
                                                INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                CHART DATA 1
                                                CAT1Cyber MondayBlack FridayThanksgiving
                                                Pure Play393225
                                                Multichannel616875
                                                CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                AB
                                                CAT11010
                                                CAT21010
                                                CAT31010
                                                CAT41010
                                                CAT51010
                                                CAT61010
                                                CAT71010
                                                CAT81010
                                                CAT91010
                                                CAT101010
                                                INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                CHART DATA
                                                Data Series Label
                                                CAT1066 B
                                                CAT2150 B
                                                CAT3173 B
                                                CAT4209 B
                                                CAT5233 B
                                                CAT6238 B
                                                CAT7327 B
                                                CAT8343 B
                                                CAT9349 B
                                                CAT10665 B
                                                INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                                Do not editCHART DATA
                                                DOT SPACING
                                                COLUMNS20152016
                                                11CAT11$13335$16115
                                                10CAT10$8083$10320
                                                9CAT9$1672$2221
                                                8CAT8$1167$1464
                                                7CAT7$1037$1202
                                                6CAT6$926$1125
                                                5CAT5$766$896
                                                4CAT4$284$378
                                                3CAT3$184$248
                                                2CAT2$199$255DOT PLOT
                                                1CAT1$14362$16614
                                                CHART DATA
                                                20152016
                                                CAT11340950
                                                CAT10800850
                                                CAT9700750
                                                CAT8600650
                                                CAT7500550
                                                CAT6400450
                                                CAT5300350
                                                CAT4200250
                                                CAT3220440
                                                CAT2340540
                                                CAT1220360
                                                INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                                CHART DATA
                                                2014201520162017201820192020
                                                CAT1900910920930940950960
                                                CAT2800810820830840850860
                                                CAT3700710720730740750760
                                                CAT4600610620630640650660
                                                CAT5500510520530540550560
                                                CAT6400410420430440450460
                                                CAT7300310320330340350360
                                                CAT8200210220230240250260
                                                CAT9100110120130140150160
                                                CAT1000102030405060
                                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                CHART DATA
                                                201320142015201620192020
                                                CAT1$102$115$116$128095096
                                                CAT2810820830840850860
                                                CAT3710720730740750760
                                                CAT4610620630640650660
                                                CAT5510520530540550560
                                                CAT6410420430440450460
                                                CAT7310320330340350360
                                                CAT8210220230240250260
                                                CAT9110120130140150160
                                                CAT10102030405060

                                                Area Graph

                                                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                1) Start data entry at cell I19
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                4) Turn onoff Categories as required
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Area Graph

                                                Source Gallup
                                                CAT1
                                                []

                                                Dot Plot

                                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                7) Change Number Category from Percentage to Number
                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                4) Turn onoff Series Categories as required
                                                8) Press Reset on the maximum bounds number
                                                9) change Units-Major value to match the Bounds-Maximum value
                                                Do this by clicking once then a second time this will select a single data label
                                                5) Delete all data labels leaving only the first and last
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Dot Plot

                                                CAT1
                                                CAT2
                                                CAT3
                                                CAT4
                                                CAT5
                                                CAT6
                                                CAT7
                                                CAT8
                                                CAT9
                                                CAT10
                                                Chart title here (Unit value here)
                                                CAT1
                                                CAT2
                                                CAT3
                                                CAT4
                                                CAT5
                                                CAT6
                                                CAT7
                                                CAT8
                                                CAT9
                                                CAT10

                                                Horizontal Bar

                                                Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                6) Change Number Category from Percentage to Number
                                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                4) Turn onoff Series Categories as required
                                                7) Press Reset on the maximum bounds number
                                                8) change Units-Major value to match the Bounds-Maximum value
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Horizontal Bar

                                                2015
                                                2016
                                                CAT11
                                                CAT10
                                                CAT9
                                                CAT8
                                                CAT7
                                                CAT6
                                                CAT5
                                                CAT4
                                                CAT3
                                                CAT2
                                                CAT1
                                                Chart title here (Unit value here)
                                                2016
                                                2015

                                                Comscore share

                                                2015
                                                2016
                                                CAT11
                                                CAT10
                                                CAT9
                                                CAT8
                                                CAT7
                                                CAT6
                                                CAT5
                                                CAT4
                                                CAT3
                                                CAT2
                                                CAT1
                                                Chart title here (Unit value here)
                                                2016
                                                2015

                                                Line Graph

                                                Step by step instructions on how to edit a Dot Plot
                                                2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                1) Start data entry at CAT1
                                                6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                3) Select chart and click on the top right + (Chart Elements)
                                                4) Turn on Axes
                                                6) Turn off Axes
                                                7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Line Graph

                                                Chart title here (Unit value here)
                                                Data Series Label

                                                Election impact

                                                Step by step instructions on how to edit a Horizontal Bar
                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                4) Turn onoff Series Categories as required
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Election impact

                                                Cyber Monday
                                                Black Friday
                                                Source comScore Percent share of desktop ecommerce
                                                Pure Play
                                                Multichannel

                                                Slope Graph

                                                B
                                                Chart title here (Unit value here)
                                                A
                                                CAT1
                                                CAT2
                                                CAT3
                                                CAT4
                                                CAT5
                                                CAT6
                                                CAT7
                                                CAT8
                                                CAT9
                                                CAT10
                                                [VALUE]

                                                Consumer Confidence

                                                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                1) Start data entry at cell I19
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                4) Turn onoff Categories as required
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Consumer Confidence

                                                Source Channel Advisor
                                                Mobile Share of Online Orders

                                                Vertical bar

                                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                7) Change Number Category from Percentage to Number
                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                4) Turn onoff Series Categories as required
                                                8) Press Reset on the maximum bounds number
                                                9) change Units-Major value to match the Bounds-Maximum value
                                                Do this by clicking once then a second time this will select a single data label
                                                5) Delete all data labels leaving only the first and last
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                Vertical bar

                                                Source Hooklogic
                                                Mobile Share of Online Orders
                                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                7) Change Number Category from Percentage to Number
                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                4) Turn onoff Series Categories as required
                                                8) Press Reset on the maximum bounds number
                                                9) change Units-Major value to match the Bounds-Maximum value
                                                Do this by clicking once then a second time this will select a single data label
                                                5) Delete all data labels leaving only the first and last
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                Chart title here (Unit value here)
                                                CAT1
                                                CAT2
                                                CAT3
                                                CAT4
                                                CAT5
                                                CAT6
                                                CAT7
                                                CAT8
                                                CAT9
                                                CAT10
                                                CAT1
                                                CAT2
                                                CAT3
                                                CAT4
                                                CAT5
                                                CAT6
                                                CAT7
                                                CAT8
                                                CAT9
                                                CAT10
                                                Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                6) Change Number Category from Percentage to Number
                                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                4) Turn onoff Series Categories as required
                                                7) Press Reset on the maximum bounds number
                                                8) change Units-Major value to match the Bounds-Maximum value
                                                3) Select chart and click on the top right + (Chart Elements)
                                                4) Turn on Primary Vertical
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                Source The Conference Board
                                                CAT1
                                                []
                                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                7) Change Number Category from Percentage to Number
                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                4) Turn onoff Series Categories as required
                                                8) Press Reset on the maximum bounds number
                                                9) change Units-Major value to match the Bounds-Maximum value
                                                Do this by clicking once then a second time this will select a single data label
                                                5) Delete all data labels leaving only the first and last
                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                CAT1
                                                Step by step instructions on how to edit a Vertical Bar
                                                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                1) Start data entry at CAT1
                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                4) Turn onoff Categories as required

                                                copy 2016 eMarketer Inc

                                                hellip But in-store retail sales still fell

                                                -50net sales on Thanksgiving Day and Black Friday

                                                Source RetailNext Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Amazon Prime members are increasingly skipping Black Friday crowds

                                                6559

                                                0

                                                100

                                                2015 2016

                                                Prime Members Who Will Shop in Stores on Black Friday

                                                Source InfoScout Nov 26 survey of Prime members

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                44 of consumers

                                                shopped online

                                                40 of consumers

                                                shopped in-store

                                                Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Thanksgiving Weekend online sales went up sharply

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                SeptemberndashNovember economic performance

                                                Election effect

                                                Thanksgiving and Cyber Week

                                                Total Retail Ecommerce

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Big Retailers Launch Online Counterattack

                                                copy 2016 eMarketer Inc

                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                2227 30 34

                                                4046

                                                0

                                                100

                                                2011 2012 2013 2014 2015 2016

                                                Amazonrsquos Share of Retail Ecommerce Sales

                                                Source Institute for Local Self-Reliance

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Amazon is becoming a leading product search engine for mobile shoppers

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                Amazon accounted for at least

                                                37 of US ecommerce sales from November 24ndash28

                                                Source Internet Retailer Nov 29 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                While digital spending went up total ad spending by big retailers went down

                                                -9drop in overall retailer ad spending in the four weeks

                                                ending on November 27Source Kantar Media Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                39 in October 2016 to 45 in November 2016

                                                Amazon stayed flat albeit at a higher level

                                                Source Bain amp Company Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                39

                                                32

                                                25

                                                61

                                                68

                                                75

                                                0 100Pure Play Multichannel

                                                Cyber Monday

                                                Black Friday

                                                Percent share of desktop ecommerce

                                                Thanksgiving

                                                43

                                                27

                                                17

                                                57

                                                73

                                                83

                                                0 100Pure Play Multichannel

                                                Cyber Monday

                                                Black Friday

                                                Percent share of desktop ecommerce

                                                Thanksgiving

                                                2015 2016

                                                Source comScore Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Thanksgiving Promotions Starting Earlier and Ending

                                                Later

                                                copy 2016 eMarketer Inc

                                                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                (pre-Black Friday Sale)

                                                BLACKFRIDAY(select deals)

                                                Image Creative commons

                                                November 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                lsquoThanksgiving Eversquo is becoming a bigger event

                                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                The peak online shopping hour on Cyber Monday

                                                NetElixir 7-8pm Hooklogic 8-9pm

                                                Bloomreach 630pm

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Mobile Commerce Revolution Continues

                                                copy 2016 eMarketer Inc

                                                US retail mcommerce sales are expected to accelerate in 2016

                                                Mcommerce sales will rise 432 in 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                The largest part of mcommerce growth will come from purchases via smartphones

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                26

                                                41

                                                29

                                                0

                                                50

                                                Thanksgiving Day Black Friday Cyber Monday

                                                Mcommerce Sales Growth 2015ndash2016

                                                Source comScore Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Mcommercersquos sales share peaked on Thanksgiving Day

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                5350 52 51

                                                43

                                                0

                                                100Mobile Share of Unique

                                                User Visits

                                                Source Hooklogic Nov 2016

                                                5755 59 58

                                                47

                                                0

                                                100Mobile Share of Visits

                                                Source NetElixir Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                Source ComScore Dec 2016

                                                eMwebinar

                                                Chart1

                                                Online Retail Visits on Cyber Monday
                                                044
                                                027
                                                029

                                                Sheet1

                                                copy 2016 eMarketer Inc

                                                Mobile performance was up across the board

                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                Smartphone conversion rates up 53

                                                Average order value up 29

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Product Trends

                                                copy 2016 eMarketer Inc

                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                26

                                                3639

                                                43

                                                0

                                                50

                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                Source Branding Brand Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Shoes were one of the fastest growing subcategories for online purchases

                                                53 year-over-year increase in online purchases of shoes

                                                Source comScore Dec 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Top 10 toy searches on Hooklogic retailer sites

                                                1 Hatchimals

                                                2 Nintendo

                                                3 Shopkins

                                                4 Lego

                                                5 Paw Patrol

                                                6 NES Classic Edition

                                                7 PokeacutemonPokeacutemon cards

                                                8 Barbie

                                                9 Our Generation

                                                10 Xbox One

                                                Source Hooklogic

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Expectations for the Rest of the Season

                                                copy 2016 eMarketer Inc

                                                Impact of competitive discounting on holiday ecommerce

                                                SalesTrafficMargins

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                9 of shoppers had completed their shopping by the start

                                                of Cyber Monday down from 11 in 2015

                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                up from 19 in 2015

                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                eMwebinar

                                                copy 2016 eMarketer Inc

                                                Recap

                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                and a 33 gain for total retail sales looks to be on target

                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                Mobile As expected mcommerce continues to grow rapidly

                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                eMwebinar

                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                - Max Levchin Founder

                                                54

                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                are empowered to buy what works for them - leading to higher conversions

                                                $1500M ODERN COUCH

                                                MONTHLY PAYMENTS AS LOW AS

                                                $51671mo for 3 months

                                                $26477mo for 6 months

                                                $13892mo for 12 months

                                                55

                                                Affirm builds trust through transparency

                                                Modern financing delivers results for retailers

                                                Source Affirm Merchant Case Study March 2016

                                                57

                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                $2000+ bikes for full price ldquo

                                                2016 Affirm Holiday Shopping Report December 2016

                                                - Graham Stanton President and co-founder of Peloton

                                                aff i rmcombusiness

                                                copy 2016 eMarketer Inc

                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                QampA Session

                                                Made possible by

                                                You will receive an email tomorrow with a link to view the

                                                deck and webinar recording

                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                Yory Wurmser

                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                Recap

                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                Performance Marketing in Retail

                                                • Slide Number 1
                                                • Agenda
                                                • Slide Number 3
                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                • Short Answer
                                                • Longer Answer A lot has happened since September
                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                • Preliminary October and November numbers also indicate a strong US economy
                                                • Consumer confidence rebounded strongly in November
                                                • 2 Online shopping around the election was depressed
                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                • hellip But in-store retail sales still fell
                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                • Thanksgiving Weekend online sales went up sharply
                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                • Slide Number 20
                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                • While digital spending went up total ad spending by big retailers went down
                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                • Slide Number 30
                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                • Slide Number 35
                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                • Mobile performance was up across the board
                                                • Slide Number 43
                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                • Top 10 toy searches on Hooklogic retailer sites
                                                • Slide Number 47
                                                • Impact of competitive discounting on holiday ecommerce
                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                • Recap
                                                • Slide Number 53
                                                • Slide Number 54
                                                • Slide Number 55
                                                • Slide Number 56
                                                • Slide Number 57
                                                • Slide Number 58
                                                • Slide Number 59
                                                  Online Retail Visits on Cyber Monday
                                                  Desktop44
                                                  Mobile Web27
                                                  Mobile App29
                                                  Desktop
                                                  Mobile Web
                                                  Mobile App
                                                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                  1 Input category names dates and data into CHART DATA section below
                                                  (if your s arent s first change the cell format to numbers)
                                                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                  3 Make other formatting changes as desired to make chart fit your needs
                                                  4 Use color for emphasis
                                                  CHART DATA
                                                  2011201220132014201520162020
                                                  CAT1222730344046
                                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                  CHART DATA
                                                  AugSeptOctNov20192020
                                                  CAT11018104110081071095096
                                                  CAT2810820830840850860
                                                  CAT3710720730740750760
                                                  CAT4610620630640650660
                                                  CAT5510520530540550560
                                                  CAT6410420430440450460
                                                  CAT7310320330340350360
                                                  CAT8210220230240250260
                                                  CAT9110120130140150160
                                                  CAT10102030405060
                                                  INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                  CHART DATA
                                                  20142015
                                                  CAT1900950
                                                  CAT2800850
                                                  CAT3700750
                                                  CAT4600650
                                                  CAT5500550
                                                  CAT6400450
                                                  CAT7300350
                                                  CAT8200250
                                                  CAT9100150
                                                  CAT100050
                                                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                  CHART DATA
                                                  2Election Day1Cyber SundayCyber Monday20192020
                                                  Mobile Share of Online Orders5348504841950960
                                                  CAT2800810820830840850860
                                                  CAT3700710720730740750760
                                                  CAT4600610620630640650660
                                                  CAT5500510520530540550560
                                                  CAT6400410420430440450460
                                                  CAT7300310320330340350360
                                                  CAT8200210220230240250260
                                                  CAT9100110120130140150160
                                                  CAT1000102030405060
                                                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                  CHART DATA
                                                  Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                  Mobile Share of Online Orders5348504841950960
                                                  CAT2800810820830840850860
                                                  CAT3700710720730740750760
                                                  CAT4600610620630640650660
                                                  CAT5500510520530540550560
                                                  CAT6400410420430440450460
                                                  CAT7300310320330340350360
                                                  CAT8200210220230240250260
                                                  CAT9100110120130140150160
                                                  CAT1000102030405060
                                                  INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                  CHART DATA 1
                                                  CAT1Cyber MondayBlack FridayThanksgiving
                                                  Pure Play393225
                                                  Multichannel616875
                                                  CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                  AB
                                                  CAT11010
                                                  CAT21010
                                                  CAT31010
                                                  CAT41010
                                                  CAT51010
                                                  CAT61010
                                                  CAT71010
                                                  CAT81010
                                                  CAT91010
                                                  CAT101010
                                                  INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                  CHART DATA
                                                  Data Series Label
                                                  CAT1066 B
                                                  CAT2150 B
                                                  CAT3173 B
                                                  CAT4209 B
                                                  CAT5233 B
                                                  CAT6238 B
                                                  CAT7327 B
                                                  CAT8343 B
                                                  CAT9349 B
                                                  CAT10665 B
                                                  INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                                  Do not editCHART DATA
                                                  DOT SPACING
                                                  COLUMNS20152016
                                                  11CAT11$13335$16115
                                                  10CAT10$8083$10320
                                                  9CAT9$1672$2221
                                                  8CAT8$1167$1464
                                                  7CAT7$1037$1202
                                                  6CAT6$926$1125
                                                  5CAT5$766$896
                                                  4CAT4$284$378
                                                  3CAT3$184$248
                                                  2CAT2$199$255DOT PLOT
                                                  1CAT1$14362$16614
                                                  CHART DATA
                                                  20152016
                                                  CAT11340950
                                                  CAT10800850
                                                  CAT9700750
                                                  CAT8600650
                                                  CAT7500550
                                                  CAT6400450
                                                  CAT5300350
                                                  CAT4200250
                                                  CAT3220440
                                                  CAT2340540
                                                  CAT1220360
                                                  INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                                  CHART DATA
                                                  2014201520162017201820192020
                                                  CAT1900910920930940950960
                                                  CAT2800810820830840850860
                                                  CAT3700710720730740750760
                                                  CAT4600610620630640650660
                                                  CAT5500510520530540550560
                                                  CAT6400410420430440450460
                                                  CAT7300310320330340350360
                                                  CAT8200210220230240250260
                                                  CAT9100110120130140150160
                                                  CAT1000102030405060
                                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                  CHART DATA
                                                  201320142015201620192020
                                                  CAT1$102$115$116$128095096
                                                  CAT2810820830840850860
                                                  CAT3710720730740750760
                                                  CAT4610620630640650660
                                                  CAT5510520530540550560
                                                  CAT6410420430440450460
                                                  CAT7310320330340350360
                                                  CAT8210220230240250260
                                                  CAT9110120130140150160
                                                  CAT10102030405060

                                                  Area Graph

                                                  Source Gallup
                                                  CAT1
                                                  []

                                                  Dot Plot

                                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  7) Change Number Category from Percentage to Number
                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  4) Turn onoff Series Categories as required
                                                  8) Press Reset on the maximum bounds number
                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                  Do this by clicking once then a second time this will select a single data label
                                                  5) Delete all data labels leaving only the first and last
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                  Dot Plot

                                                  CAT1
                                                  CAT2
                                                  CAT3
                                                  CAT4
                                                  CAT5
                                                  CAT6
                                                  CAT7
                                                  CAT8
                                                  CAT9
                                                  CAT10
                                                  Chart title here (Unit value here)
                                                  CAT1
                                                  CAT2
                                                  CAT3
                                                  CAT4
                                                  CAT5
                                                  CAT6
                                                  CAT7
                                                  CAT8
                                                  CAT9
                                                  CAT10

                                                  Horizontal Bar

                                                  Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  6) Change Number Category from Percentage to Number
                                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  4) Turn onoff Series Categories as required
                                                  7) Press Reset on the maximum bounds number
                                                  8) change Units-Major value to match the Bounds-Maximum value
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                  Horizontal Bar

                                                  2015
                                                  2016
                                                  CAT11
                                                  CAT10
                                                  CAT9
                                                  CAT8
                                                  CAT7
                                                  CAT6
                                                  CAT5
                                                  CAT4
                                                  CAT3
                                                  CAT2
                                                  CAT1
                                                  Chart title here (Unit value here)
                                                  2016
                                                  2015

                                                  Comscore share

                                                  2015
                                                  2016
                                                  CAT11
                                                  CAT10
                                                  CAT9
                                                  CAT8
                                                  CAT7
                                                  CAT6
                                                  CAT5
                                                  CAT4
                                                  CAT3
                                                  CAT2
                                                  CAT1
                                                  Chart title here (Unit value here)
                                                  2016
                                                  2015

                                                  Line Graph

                                                  Step by step instructions on how to edit a Dot Plot
                                                  2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                  1) Start data entry at CAT1
                                                  6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  3) Select chart and click on the top right + (Chart Elements)
                                                  4) Turn on Axes
                                                  6) Turn off Axes
                                                  7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                  Line Graph

                                                  Chart title here (Unit value here)
                                                  Data Series Label

                                                  Election impact

                                                  Step by step instructions on how to edit a Horizontal Bar
                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  4) Turn onoff Series Categories as required
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                  Election impact

                                                  Cyber Monday
                                                  Black Friday
                                                  Source comScore Percent share of desktop ecommerce
                                                  Pure Play
                                                  Multichannel

                                                  Slope Graph

                                                  B
                                                  Chart title here (Unit value here)
                                                  A
                                                  CAT1
                                                  CAT2
                                                  CAT3
                                                  CAT4
                                                  CAT5
                                                  CAT6
                                                  CAT7
                                                  CAT8
                                                  CAT9
                                                  CAT10
                                                  [VALUE]

                                                  Consumer Confidence

                                                  Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                  2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                  1) Start data entry at cell I19
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  4) Turn onoff Categories as required
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                  Consumer Confidence

                                                  Source Channel Advisor
                                                  Mobile Share of Online Orders

                                                  Vertical bar

                                                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  7) Change Number Category from Percentage to Number
                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  4) Turn onoff Series Categories as required
                                                  8) Press Reset on the maximum bounds number
                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                  Do this by clicking once then a second time this will select a single data label
                                                  5) Delete all data labels leaving only the first and last
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                  Vertical bar

                                                  Source Hooklogic
                                                  Mobile Share of Online Orders
                                                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  7) Change Number Category from Percentage to Number
                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  4) Turn onoff Series Categories as required
                                                  8) Press Reset on the maximum bounds number
                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                  Do this by clicking once then a second time this will select a single data label
                                                  5) Delete all data labels leaving only the first and last
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                  Chart title here (Unit value here)
                                                  CAT1
                                                  CAT2
                                                  CAT3
                                                  CAT4
                                                  CAT5
                                                  CAT6
                                                  CAT7
                                                  CAT8
                                                  CAT9
                                                  CAT10
                                                  CAT1
                                                  CAT2
                                                  CAT3
                                                  CAT4
                                                  CAT5
                                                  CAT6
                                                  CAT7
                                                  CAT8
                                                  CAT9
                                                  CAT10
                                                  Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  6) Change Number Category from Percentage to Number
                                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  4) Turn onoff Series Categories as required
                                                  7) Press Reset on the maximum bounds number
                                                  8) change Units-Major value to match the Bounds-Maximum value
                                                  3) Select chart and click on the top right + (Chart Elements)
                                                  4) Turn on Primary Vertical
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                  Source The Conference Board
                                                  CAT1
                                                  []
                                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  7) Change Number Category from Percentage to Number
                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                  4) Turn onoff Series Categories as required
                                                  8) Press Reset on the maximum bounds number
                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                  Do this by clicking once then a second time this will select a single data label
                                                  5) Delete all data labels leaving only the first and last
                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                  Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                  CAT1
                                                  Step by step instructions on how to edit a Vertical Bar
                                                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                  1) Start data entry at CAT1
                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                  4) Turn onoff Categories as required

                                                  copy 2016 eMarketer Inc

                                                  hellip But in-store retail sales still fell

                                                  -50net sales on Thanksgiving Day and Black Friday

                                                  Source RetailNext Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Amazon Prime members are increasingly skipping Black Friday crowds

                                                  6559

                                                  0

                                                  100

                                                  2015 2016

                                                  Prime Members Who Will Shop in Stores on Black Friday

                                                  Source InfoScout Nov 26 survey of Prime members

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                  44 of consumers

                                                  shopped online

                                                  40 of consumers

                                                  shopped in-store

                                                  Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Thanksgiving Weekend online sales went up sharply

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                  SeptemberndashNovember economic performance

                                                  Election effect

                                                  Thanksgiving and Cyber Week

                                                  Total Retail Ecommerce

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Big Retailers Launch Online Counterattack

                                                  copy 2016 eMarketer Inc

                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                  2227 30 34

                                                  4046

                                                  0

                                                  100

                                                  2011 2012 2013 2014 2015 2016

                                                  Amazonrsquos Share of Retail Ecommerce Sales

                                                  Source Institute for Local Self-Reliance

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Amazon is becoming a leading product search engine for mobile shoppers

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                  Amazon accounted for at least

                                                  37 of US ecommerce sales from November 24ndash28

                                                  Source Internet Retailer Nov 29 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                  Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                  More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                  More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                  Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                  More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  While digital spending went up total ad spending by big retailers went down

                                                  -9drop in overall retailer ad spending in the four weeks

                                                  ending on November 27Source Kantar Media Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                  39 in October 2016 to 45 in November 2016

                                                  Amazon stayed flat albeit at a higher level

                                                  Source Bain amp Company Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                  39

                                                  32

                                                  25

                                                  61

                                                  68

                                                  75

                                                  0 100Pure Play Multichannel

                                                  Cyber Monday

                                                  Black Friday

                                                  Percent share of desktop ecommerce

                                                  Thanksgiving

                                                  43

                                                  27

                                                  17

                                                  57

                                                  73

                                                  83

                                                  0 100Pure Play Multichannel

                                                  Cyber Monday

                                                  Black Friday

                                                  Percent share of desktop ecommerce

                                                  Thanksgiving

                                                  2015 2016

                                                  Source comScore Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Thanksgiving Promotions Starting Earlier and Ending

                                                  Later

                                                  copy 2016 eMarketer Inc

                                                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                  (pre-Black Friday Sale)

                                                  BLACKFRIDAY(select deals)

                                                  Image Creative commons

                                                  November 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  lsquoThanksgiving Eversquo is becoming a bigger event

                                                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                  The peak online shopping hour on Cyber Monday

                                                  NetElixir 7-8pm Hooklogic 8-9pm

                                                  Bloomreach 630pm

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Mobile Commerce Revolution Continues

                                                  copy 2016 eMarketer Inc

                                                  US retail mcommerce sales are expected to accelerate in 2016

                                                  Mcommerce sales will rise 432 in 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  The largest part of mcommerce growth will come from purchases via smartphones

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                  26

                                                  41

                                                  29

                                                  0

                                                  50

                                                  Thanksgiving Day Black Friday Cyber Monday

                                                  Mcommerce Sales Growth 2015ndash2016

                                                  Source comScore Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                  5350 52 51

                                                  43

                                                  0

                                                  100Mobile Share of Unique

                                                  User Visits

                                                  Source Hooklogic Nov 2016

                                                  5755 59 58

                                                  47

                                                  0

                                                  100Mobile Share of Visits

                                                  Source NetElixir Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                  Source ComScore Dec 2016

                                                  eMwebinar

                                                  Chart1

                                                  Online Retail Visits on Cyber Monday
                                                  044
                                                  027
                                                  029

                                                  Sheet1

                                                  copy 2016 eMarketer Inc

                                                  Mobile performance was up across the board

                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                  Smartphone conversion rates up 53

                                                  Average order value up 29

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Product Trends

                                                  copy 2016 eMarketer Inc

                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                  26

                                                  3639

                                                  43

                                                  0

                                                  50

                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                  Source Branding Brand Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                  53 year-over-year increase in online purchases of shoes

                                                  Source comScore Dec 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Top 10 toy searches on Hooklogic retailer sites

                                                  1 Hatchimals

                                                  2 Nintendo

                                                  3 Shopkins

                                                  4 Lego

                                                  5 Paw Patrol

                                                  6 NES Classic Edition

                                                  7 PokeacutemonPokeacutemon cards

                                                  8 Barbie

                                                  9 Our Generation

                                                  10 Xbox One

                                                  Source Hooklogic

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Expectations for the Rest of the Season

                                                  copy 2016 eMarketer Inc

                                                  Impact of competitive discounting on holiday ecommerce

                                                  SalesTrafficMargins

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                  9 of shoppers had completed their shopping by the start

                                                  of Cyber Monday down from 11 in 2015

                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                  up from 19 in 2015

                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                  eMwebinar

                                                  copy 2016 eMarketer Inc

                                                  Recap

                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                  and a 33 gain for total retail sales looks to be on target

                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                  Mobile As expected mcommerce continues to grow rapidly

                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                  eMwebinar

                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                  - Max Levchin Founder

                                                  54

                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                  are empowered to buy what works for them - leading to higher conversions

                                                  $1500M ODERN COUCH

                                                  MONTHLY PAYMENTS AS LOW AS

                                                  $51671mo for 3 months

                                                  $26477mo for 6 months

                                                  $13892mo for 12 months

                                                  55

                                                  Affirm builds trust through transparency

                                                  Modern financing delivers results for retailers

                                                  Source Affirm Merchant Case Study March 2016

                                                  57

                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                  $2000+ bikes for full price ldquo

                                                  2016 Affirm Holiday Shopping Report December 2016

                                                  - Graham Stanton President and co-founder of Peloton

                                                  aff i rmcombusiness

                                                  copy 2016 eMarketer Inc

                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                  QampA Session

                                                  Made possible by

                                                  You will receive an email tomorrow with a link to view the

                                                  deck and webinar recording

                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                  Yory Wurmser

                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                  Recap

                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                  Performance Marketing in Retail

                                                  • Slide Number 1
                                                  • Agenda
                                                  • Slide Number 3
                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                  • Short Answer
                                                  • Longer Answer A lot has happened since September
                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                  • Consumer confidence rebounded strongly in November
                                                  • 2 Online shopping around the election was depressed
                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                  • hellip But in-store retail sales still fell
                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                  • Thanksgiving Weekend online sales went up sharply
                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                  • Slide Number 20
                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                  • While digital spending went up total ad spending by big retailers went down
                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                  • Slide Number 30
                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                  • Slide Number 35
                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                  • Mobile performance was up across the board
                                                  • Slide Number 43
                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                  • Slide Number 47
                                                  • Impact of competitive discounting on holiday ecommerce
                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                  • Recap
                                                  • Slide Number 53
                                                  • Slide Number 54
                                                  • Slide Number 55
                                                  • Slide Number 56
                                                  • Slide Number 57
                                                  • Slide Number 58
                                                  • Slide Number 59
                                                    Online Retail Visits on Cyber Monday
                                                    Desktop44
                                                    Mobile Web27
                                                    Mobile App29
                                                    Desktop
                                                    Mobile Web
                                                    Mobile App
                                                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                    1 Input category names dates and data into CHART DATA section below
                                                    (if your s arent s first change the cell format to numbers)
                                                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                    3 Make other formatting changes as desired to make chart fit your needs
                                                    4 Use color for emphasis
                                                    CHART DATA
                                                    2011201220132014201520162020
                                                    CAT1222730344046
                                                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                    CHART DATA
                                                    AugSeptOctNov20192020
                                                    CAT11018104110081071095096
                                                    CAT2810820830840850860
                                                    CAT3710720730740750760
                                                    CAT4610620630640650660
                                                    CAT5510520530540550560
                                                    CAT6410420430440450460
                                                    CAT7310320330340350360
                                                    CAT8210220230240250260
                                                    CAT9110120130140150160
                                                    CAT10102030405060
                                                    INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                    CHART DATA
                                                    20142015
                                                    CAT1900950
                                                    CAT2800850
                                                    CAT3700750
                                                    CAT4600650
                                                    CAT5500550
                                                    CAT6400450
                                                    CAT7300350
                                                    CAT8200250
                                                    CAT9100150
                                                    CAT100050
                                                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                    CHART DATA
                                                    2Election Day1Cyber SundayCyber Monday20192020
                                                    Mobile Share of Online Orders5348504841950960
                                                    CAT2800810820830840850860
                                                    CAT3700710720730740750760
                                                    CAT4600610620630640650660
                                                    CAT5500510520530540550560
                                                    CAT6400410420430440450460
                                                    CAT7300310320330340350360
                                                    CAT8200210220230240250260
                                                    CAT9100110120130140150160
                                                    CAT1000102030405060
                                                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                    CHART DATA
                                                    Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                    Mobile Share of Online Orders5348504841950960
                                                    CAT2800810820830840850860
                                                    CAT3700710720730740750760
                                                    CAT4600610620630640650660
                                                    CAT5500510520530540550560
                                                    CAT6400410420430440450460
                                                    CAT7300310320330340350360
                                                    CAT8200210220230240250260
                                                    CAT9100110120130140150160
                                                    CAT1000102030405060
                                                    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                    CHART DATA 1
                                                    CAT1Cyber MondayBlack FridayThanksgiving
                                                    Pure Play393225
                                                    Multichannel616875
                                                    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                    AB
                                                    CAT11010
                                                    CAT21010
                                                    CAT31010
                                                    CAT41010
                                                    CAT51010
                                                    CAT61010
                                                    CAT71010
                                                    CAT81010
                                                    CAT91010
                                                    CAT101010
                                                    INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                    CHART DATA
                                                    Data Series Label
                                                    CAT1066 B
                                                    CAT2150 B
                                                    CAT3173 B
                                                    CAT4209 B
                                                    CAT5233 B
                                                    CAT6238 B
                                                    CAT7327 B
                                                    CAT8343 B
                                                    CAT9349 B
                                                    CAT10665 B
                                                    INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                                    Do not editCHART DATA
                                                    DOT SPACING
                                                    COLUMNS20152016
                                                    11CAT11$13335$16115
                                                    10CAT10$8083$10320
                                                    9CAT9$1672$2221
                                                    8CAT8$1167$1464
                                                    7CAT7$1037$1202
                                                    6CAT6$926$1125
                                                    5CAT5$766$896
                                                    4CAT4$284$378
                                                    3CAT3$184$248
                                                    2CAT2$199$255DOT PLOT
                                                    1CAT1$14362$16614
                                                    CHART DATA
                                                    20152016
                                                    CAT11340950
                                                    CAT10800850
                                                    CAT9700750
                                                    CAT8600650
                                                    CAT7500550
                                                    CAT6400450
                                                    CAT5300350
                                                    CAT4200250
                                                    CAT3220440
                                                    CAT2340540
                                                    CAT1220360
                                                    INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                                    CHART DATA
                                                    2014201520162017201820192020
                                                    CAT1900910920930940950960
                                                    CAT2800810820830840850860
                                                    CAT3700710720730740750760
                                                    CAT4600610620630640650660
                                                    CAT5500510520530540550560
                                                    CAT6400410420430440450460
                                                    CAT7300310320330340350360
                                                    CAT8200210220230240250260
                                                    CAT9100110120130140150160
                                                    CAT1000102030405060

                                                    Dot Plot

                                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    7) Change Number Category from Percentage to Number
                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    4) Turn onoff Series Categories as required
                                                    8) Press Reset on the maximum bounds number
                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                    Do this by clicking once then a second time this will select a single data label
                                                    5) Delete all data labels leaving only the first and last
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                    Dot Plot

                                                    CAT1
                                                    CAT2
                                                    CAT3
                                                    CAT4
                                                    CAT5
                                                    CAT6
                                                    CAT7
                                                    CAT8
                                                    CAT9
                                                    CAT10
                                                    Chart title here (Unit value here)
                                                    CAT1
                                                    CAT2
                                                    CAT3
                                                    CAT4
                                                    CAT5
                                                    CAT6
                                                    CAT7
                                                    CAT8
                                                    CAT9
                                                    CAT10

                                                    Horizontal Bar

                                                    Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    6) Change Number Category from Percentage to Number
                                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    4) Turn onoff Series Categories as required
                                                    7) Press Reset on the maximum bounds number
                                                    8) change Units-Major value to match the Bounds-Maximum value
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                    Horizontal Bar

                                                    2015
                                                    2016
                                                    CAT11
                                                    CAT10
                                                    CAT9
                                                    CAT8
                                                    CAT7
                                                    CAT6
                                                    CAT5
                                                    CAT4
                                                    CAT3
                                                    CAT2
                                                    CAT1
                                                    Chart title here (Unit value here)
                                                    2016
                                                    2015

                                                    Comscore share

                                                    2015
                                                    2016
                                                    CAT11
                                                    CAT10
                                                    CAT9
                                                    CAT8
                                                    CAT7
                                                    CAT6
                                                    CAT5
                                                    CAT4
                                                    CAT3
                                                    CAT2
                                                    CAT1
                                                    Chart title here (Unit value here)
                                                    2016
                                                    2015

                                                    Line Graph

                                                    Step by step instructions on how to edit a Dot Plot
                                                    2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                    1) Start data entry at CAT1
                                                    6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    3) Select chart and click on the top right + (Chart Elements)
                                                    4) Turn on Axes
                                                    6) Turn off Axes
                                                    7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                    Line Graph

                                                    Chart title here (Unit value here)
                                                    Data Series Label

                                                    Election impact

                                                    Step by step instructions on how to edit a Horizontal Bar
                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    4) Turn onoff Series Categories as required
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                    Election impact

                                                    Cyber Monday
                                                    Black Friday
                                                    Source comScore Percent share of desktop ecommerce
                                                    Pure Play
                                                    Multichannel

                                                    Slope Graph

                                                    B
                                                    Chart title here (Unit value here)
                                                    A
                                                    CAT1
                                                    CAT2
                                                    CAT3
                                                    CAT4
                                                    CAT5
                                                    CAT6
                                                    CAT7
                                                    CAT8
                                                    CAT9
                                                    CAT10
                                                    [VALUE]

                                                    Consumer Confidence

                                                    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                    2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                    1) Start data entry at cell I19
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    4) Turn onoff Categories as required
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                    Consumer Confidence

                                                    Source Channel Advisor
                                                    Mobile Share of Online Orders

                                                    Vertical bar

                                                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    7) Change Number Category from Percentage to Number
                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    4) Turn onoff Series Categories as required
                                                    8) Press Reset on the maximum bounds number
                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                    Do this by clicking once then a second time this will select a single data label
                                                    5) Delete all data labels leaving only the first and last
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                    Vertical bar

                                                    Source Hooklogic
                                                    Mobile Share of Online Orders
                                                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    7) Change Number Category from Percentage to Number
                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    4) Turn onoff Series Categories as required
                                                    8) Press Reset on the maximum bounds number
                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                    Do this by clicking once then a second time this will select a single data label
                                                    5) Delete all data labels leaving only the first and last
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                    Chart title here (Unit value here)
                                                    CAT1
                                                    CAT2
                                                    CAT3
                                                    CAT4
                                                    CAT5
                                                    CAT6
                                                    CAT7
                                                    CAT8
                                                    CAT9
                                                    CAT10
                                                    CAT1
                                                    CAT2
                                                    CAT3
                                                    CAT4
                                                    CAT5
                                                    CAT6
                                                    CAT7
                                                    CAT8
                                                    CAT9
                                                    CAT10
                                                    Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    6) Change Number Category from Percentage to Number
                                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    4) Turn onoff Series Categories as required
                                                    7) Press Reset on the maximum bounds number
                                                    8) change Units-Major value to match the Bounds-Maximum value
                                                    3) Select chart and click on the top right + (Chart Elements)
                                                    4) Turn on Primary Vertical
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                    Source The Conference Board
                                                    CAT1
                                                    []
                                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    7) Change Number Category from Percentage to Number
                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                    4) Turn onoff Series Categories as required
                                                    8) Press Reset on the maximum bounds number
                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                    Do this by clicking once then a second time this will select a single data label
                                                    5) Delete all data labels leaving only the first and last
                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                    Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                    CAT1
                                                    Step by step instructions on how to edit a Vertical Bar
                                                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                    1) Start data entry at CAT1
                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                    4) Turn onoff Categories as required

                                                    copy 2016 eMarketer Inc

                                                    hellip But in-store retail sales still fell

                                                    -50net sales on Thanksgiving Day and Black Friday

                                                    Source RetailNext Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Amazon Prime members are increasingly skipping Black Friday crowds

                                                    6559

                                                    0

                                                    100

                                                    2015 2016

                                                    Prime Members Who Will Shop in Stores on Black Friday

                                                    Source InfoScout Nov 26 survey of Prime members

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                    44 of consumers

                                                    shopped online

                                                    40 of consumers

                                                    shopped in-store

                                                    Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Thanksgiving Weekend online sales went up sharply

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                    SeptemberndashNovember economic performance

                                                    Election effect

                                                    Thanksgiving and Cyber Week

                                                    Total Retail Ecommerce

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Big Retailers Launch Online Counterattack

                                                    copy 2016 eMarketer Inc

                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                    2227 30 34

                                                    4046

                                                    0

                                                    100

                                                    2011 2012 2013 2014 2015 2016

                                                    Amazonrsquos Share of Retail Ecommerce Sales

                                                    Source Institute for Local Self-Reliance

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Amazon is becoming a leading product search engine for mobile shoppers

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                    Amazon accounted for at least

                                                    37 of US ecommerce sales from November 24ndash28

                                                    Source Internet Retailer Nov 29 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                    Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    While digital spending went up total ad spending by big retailers went down

                                                    -9drop in overall retailer ad spending in the four weeks

                                                    ending on November 27Source Kantar Media Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                    39 in October 2016 to 45 in November 2016

                                                    Amazon stayed flat albeit at a higher level

                                                    Source Bain amp Company Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                    39

                                                    32

                                                    25

                                                    61

                                                    68

                                                    75

                                                    0 100Pure Play Multichannel

                                                    Cyber Monday

                                                    Black Friday

                                                    Percent share of desktop ecommerce

                                                    Thanksgiving

                                                    43

                                                    27

                                                    17

                                                    57

                                                    73

                                                    83

                                                    0 100Pure Play Multichannel

                                                    Cyber Monday

                                                    Black Friday

                                                    Percent share of desktop ecommerce

                                                    Thanksgiving

                                                    2015 2016

                                                    Source comScore Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Thanksgiving Promotions Starting Earlier and Ending

                                                    Later

                                                    copy 2016 eMarketer Inc

                                                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                    (pre-Black Friday Sale)

                                                    BLACKFRIDAY(select deals)

                                                    Image Creative commons

                                                    November 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    lsquoThanksgiving Eversquo is becoming a bigger event

                                                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                    The peak online shopping hour on Cyber Monday

                                                    NetElixir 7-8pm Hooklogic 8-9pm

                                                    Bloomreach 630pm

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Mobile Commerce Revolution Continues

                                                    copy 2016 eMarketer Inc

                                                    US retail mcommerce sales are expected to accelerate in 2016

                                                    Mcommerce sales will rise 432 in 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    The largest part of mcommerce growth will come from purchases via smartphones

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                    26

                                                    41

                                                    29

                                                    0

                                                    50

                                                    Thanksgiving Day Black Friday Cyber Monday

                                                    Mcommerce Sales Growth 2015ndash2016

                                                    Source comScore Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                    5350 52 51

                                                    43

                                                    0

                                                    100Mobile Share of Unique

                                                    User Visits

                                                    Source Hooklogic Nov 2016

                                                    5755 59 58

                                                    47

                                                    0

                                                    100Mobile Share of Visits

                                                    Source NetElixir Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                                    Source ComScore Dec 2016

                                                    eMwebinar

                                                    Chart1

                                                    Online Retail Visits on Cyber Monday
                                                    044
                                                    027
                                                    029

                                                    Sheet1

                                                    copy 2016 eMarketer Inc

                                                    Mobile performance was up across the board

                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                    Smartphone conversion rates up 53

                                                    Average order value up 29

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Product Trends

                                                    copy 2016 eMarketer Inc

                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                    26

                                                    3639

                                                    43

                                                    0

                                                    50

                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                    Source Branding Brand Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                    53 year-over-year increase in online purchases of shoes

                                                    Source comScore Dec 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Top 10 toy searches on Hooklogic retailer sites

                                                    1 Hatchimals

                                                    2 Nintendo

                                                    3 Shopkins

                                                    4 Lego

                                                    5 Paw Patrol

                                                    6 NES Classic Edition

                                                    7 PokeacutemonPokeacutemon cards

                                                    8 Barbie

                                                    9 Our Generation

                                                    10 Xbox One

                                                    Source Hooklogic

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Expectations for the Rest of the Season

                                                    copy 2016 eMarketer Inc

                                                    Impact of competitive discounting on holiday ecommerce

                                                    SalesTrafficMargins

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                    9 of shoppers had completed their shopping by the start

                                                    of Cyber Monday down from 11 in 2015

                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                    up from 19 in 2015

                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                    eMwebinar

                                                    copy 2016 eMarketer Inc

                                                    Recap

                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                    and a 33 gain for total retail sales looks to be on target

                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                    Mobile As expected mcommerce continues to grow rapidly

                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                    eMwebinar

                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                    - Max Levchin Founder

                                                    54

                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                    are empowered to buy what works for them - leading to higher conversions

                                                    $1500M ODERN COUCH

                                                    MONTHLY PAYMENTS AS LOW AS

                                                    $51671mo for 3 months

                                                    $26477mo for 6 months

                                                    $13892mo for 12 months

                                                    55

                                                    Affirm builds trust through transparency

                                                    Modern financing delivers results for retailers

                                                    Source Affirm Merchant Case Study March 2016

                                                    57

                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                    $2000+ bikes for full price ldquo

                                                    2016 Affirm Holiday Shopping Report December 2016

                                                    - Graham Stanton President and co-founder of Peloton

                                                    aff i rmcombusiness

                                                    copy 2016 eMarketer Inc

                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                    QampA Session

                                                    Made possible by

                                                    You will receive an email tomorrow with a link to view the

                                                    deck and webinar recording

                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                    Yory Wurmser

                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                    Recap

                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                    Performance Marketing in Retail

                                                    • Slide Number 1
                                                    • Agenda
                                                    • Slide Number 3
                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                    • Short Answer
                                                    • Longer Answer A lot has happened since September
                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                    • Consumer confidence rebounded strongly in November
                                                    • 2 Online shopping around the election was depressed
                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                    • hellip But in-store retail sales still fell
                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                    • Thanksgiving Weekend online sales went up sharply
                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                    • Slide Number 20
                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                    • While digital spending went up total ad spending by big retailers went down
                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                    • Slide Number 30
                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                    • Slide Number 35
                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                    • Mobile performance was up across the board
                                                    • Slide Number 43
                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                    • Slide Number 47
                                                    • Impact of competitive discounting on holiday ecommerce
                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                    • Recap
                                                    • Slide Number 53
                                                    • Slide Number 54
                                                    • Slide Number 55
                                                    • Slide Number 56
                                                    • Slide Number 57
                                                    • Slide Number 58
                                                    • Slide Number 59
                                                      Online Retail Visits on Cyber Monday
                                                      Desktop44
                                                      Mobile Web27
                                                      Mobile App29
                                                      Desktop
                                                      Mobile Web
                                                      Mobile App
                                                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                      1 Input category names dates and data into CHART DATA section below
                                                      (if your s arent s first change the cell format to numbers)
                                                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                      3 Make other formatting changes as desired to make chart fit your needs
                                                      4 Use color for emphasis
                                                      CHART DATA
                                                      2011201220132014201520162020
                                                      CAT1222730344046
                                                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                      CHART DATA
                                                      AugSeptOctNov20192020
                                                      CAT11018104110081071095096
                                                      CAT2810820830840850860
                                                      CAT3710720730740750760
                                                      CAT4610620630640650660
                                                      CAT5510520530540550560
                                                      CAT6410420430440450460
                                                      CAT7310320330340350360
                                                      CAT8210220230240250260
                                                      CAT9110120130140150160
                                                      CAT10102030405060
                                                      INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                      CHART DATA
                                                      20142015
                                                      CAT1900950
                                                      CAT2800850
                                                      CAT3700750
                                                      CAT4600650
                                                      CAT5500550
                                                      CAT6400450
                                                      CAT7300350
                                                      CAT8200250
                                                      CAT9100150
                                                      CAT100050
                                                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                      CHART DATA
                                                      2Election Day1Cyber SundayCyber Monday20192020
                                                      Mobile Share of Online Orders5348504841950960
                                                      CAT2800810820830840850860
                                                      CAT3700710720730740750760
                                                      CAT4600610620630640650660
                                                      CAT5500510520530540550560
                                                      CAT6400410420430440450460
                                                      CAT7300310320330340350360
                                                      CAT8200210220230240250260
                                                      CAT9100110120130140150160
                                                      CAT1000102030405060
                                                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                      CHART DATA
                                                      Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                      Mobile Share of Online Orders5348504841950960
                                                      CAT2800810820830840850860
                                                      CAT3700710720730740750760
                                                      CAT4600610620630640650660
                                                      CAT5500510520530540550560
                                                      CAT6400410420430440450460
                                                      CAT7300310320330340350360
                                                      CAT8200210220230240250260
                                                      CAT9100110120130140150160
                                                      CAT1000102030405060
                                                      INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                      CHART DATA 1
                                                      CAT1Cyber MondayBlack FridayThanksgiving
                                                      Pure Play393225
                                                      Multichannel616875
                                                      CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                      AB
                                                      CAT11010
                                                      CAT21010
                                                      CAT31010
                                                      CAT41010
                                                      CAT51010
                                                      CAT61010
                                                      CAT71010
                                                      CAT81010
                                                      CAT91010
                                                      CAT101010
                                                      INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                      CHART DATA
                                                      Data Series Label
                                                      CAT1066 B
                                                      CAT2150 B
                                                      CAT3173 B
                                                      CAT4209 B
                                                      CAT5233 B
                                                      CAT6238 B
                                                      CAT7327 B
                                                      CAT8343 B
                                                      CAT9349 B
                                                      CAT10665 B
                                                      INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                                      Do not editCHART DATA
                                                      DOT SPACING
                                                      COLUMNS20152016
                                                      11CAT11$13335$16115
                                                      10CAT10$8083$10320
                                                      9CAT9$1672$2221
                                                      8CAT8$1167$1464
                                                      7CAT7$1037$1202
                                                      6CAT6$926$1125
                                                      5CAT5$766$896
                                                      4CAT4$284$378
                                                      3CAT3$184$248
                                                      2CAT2$199$255DOT PLOT
                                                      1CAT1$14362$16614
                                                      CHART DATA
                                                      20152016
                                                      CAT11340950
                                                      CAT10800850
                                                      CAT9700750
                                                      CAT8600650
                                                      CAT7500550
                                                      CAT6400450
                                                      CAT5300350
                                                      CAT4200250
                                                      CAT3220440
                                                      CAT2340540
                                                      CAT1220360
                                                      INSTRUCTIONSAREA GRAPHHOW TO EDIT AREA GRAPH
                                                      CHART DATA
                                                      2014201520162017201820192020
                                                      CAT1900910920930940950960
                                                      CAT2800810820830840850860
                                                      CAT3700710720730740750760
                                                      CAT4600610620630640650660
                                                      CAT5500510520530540550560
                                                      CAT6400410420430440450460
                                                      CAT7300310320330340350360
                                                      CAT8200210220230240250260
                                                      CAT9100110120130140150160
                                                      CAT1000102030405060

                                                      Dot Plot

                                                      CAT1
                                                      CAT2
                                                      CAT3
                                                      CAT4
                                                      CAT5
                                                      CAT6
                                                      CAT7
                                                      CAT8
                                                      CAT9
                                                      CAT10
                                                      Chart title here (Unit value here)
                                                      CAT1
                                                      CAT2
                                                      CAT3
                                                      CAT4
                                                      CAT5
                                                      CAT6
                                                      CAT7
                                                      CAT8
                                                      CAT9
                                                      CAT10

                                                      Horizontal Bar

                                                      Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      6) Change Number Category from Percentage to Number
                                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                      4) Turn onoff Series Categories as required
                                                      7) Press Reset on the maximum bounds number
                                                      8) change Units-Major value to match the Bounds-Maximum value
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                      Horizontal Bar

                                                      2015
                                                      2016
                                                      CAT11
                                                      CAT10
                                                      CAT9
                                                      CAT8
                                                      CAT7
                                                      CAT6
                                                      CAT5
                                                      CAT4
                                                      CAT3
                                                      CAT2
                                                      CAT1
                                                      Chart title here (Unit value here)
                                                      2016
                                                      2015

                                                      Comscore share

                                                      2015
                                                      2016
                                                      CAT11
                                                      CAT10
                                                      CAT9
                                                      CAT8
                                                      CAT7
                                                      CAT6
                                                      CAT5
                                                      CAT4
                                                      CAT3
                                                      CAT2
                                                      CAT1
                                                      Chart title here (Unit value here)
                                                      2016
                                                      2015

                                                      Line Graph

                                                      Step by step instructions on how to edit a Dot Plot
                                                      2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                      1) Start data entry at CAT1
                                                      6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                      3) Select chart and click on the top right + (Chart Elements)
                                                      4) Turn on Axes
                                                      6) Turn off Axes
                                                      7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                      Line Graph

                                                      Chart title here (Unit value here)
                                                      Data Series Label

                                                      Election impact

                                                      Step by step instructions on how to edit a Horizontal Bar
                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      4) Turn onoff Series Categories as required
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                      Election impact

                                                      Cyber Monday
                                                      Black Friday
                                                      Source comScore Percent share of desktop ecommerce
                                                      Pure Play
                                                      Multichannel

                                                      Slope Graph

                                                      B
                                                      Chart title here (Unit value here)
                                                      A
                                                      CAT1
                                                      CAT2
                                                      CAT3
                                                      CAT4
                                                      CAT5
                                                      CAT6
                                                      CAT7
                                                      CAT8
                                                      CAT9
                                                      CAT10
                                                      [VALUE]

                                                      Consumer Confidence

                                                      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                      2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                      1) Start data entry at cell I19
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      4) Turn onoff Categories as required
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                      Consumer Confidence

                                                      Source Channel Advisor
                                                      Mobile Share of Online Orders

                                                      Vertical bar

                                                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      7) Change Number Category from Percentage to Number
                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                      4) Turn onoff Series Categories as required
                                                      8) Press Reset on the maximum bounds number
                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                      Do this by clicking once then a second time this will select a single data label
                                                      5) Delete all data labels leaving only the first and last
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                      Vertical bar

                                                      Source Hooklogic
                                                      Mobile Share of Online Orders
                                                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      7) Change Number Category from Percentage to Number
                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                      4) Turn onoff Series Categories as required
                                                      8) Press Reset on the maximum bounds number
                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                      Do this by clicking once then a second time this will select a single data label
                                                      5) Delete all data labels leaving only the first and last
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                      Chart title here (Unit value here)
                                                      CAT1
                                                      CAT2
                                                      CAT3
                                                      CAT4
                                                      CAT5
                                                      CAT6
                                                      CAT7
                                                      CAT8
                                                      CAT9
                                                      CAT10
                                                      CAT1
                                                      CAT2
                                                      CAT3
                                                      CAT4
                                                      CAT5
                                                      CAT6
                                                      CAT7
                                                      CAT8
                                                      CAT9
                                                      CAT10
                                                      Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      6) Change Number Category from Percentage to Number
                                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                      4) Turn onoff Series Categories as required
                                                      7) Press Reset on the maximum bounds number
                                                      8) change Units-Major value to match the Bounds-Maximum value
                                                      3) Select chart and click on the top right + (Chart Elements)
                                                      4) Turn on Primary Vertical
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                      Source The Conference Board
                                                      CAT1
                                                      []
                                                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      7) Change Number Category from Percentage to Number
                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                      4) Turn onoff Series Categories as required
                                                      8) Press Reset on the maximum bounds number
                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                      Do this by clicking once then a second time this will select a single data label
                                                      5) Delete all data labels leaving only the first and last
                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                      Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                      CAT1
                                                      Step by step instructions on how to edit a Vertical Bar
                                                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                      1) Start data entry at CAT1
                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                      4) Turn onoff Categories as required

                                                      copy 2016 eMarketer Inc

                                                      hellip But in-store retail sales still fell

                                                      -50net sales on Thanksgiving Day and Black Friday

                                                      Source RetailNext Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Amazon Prime members are increasingly skipping Black Friday crowds

                                                      6559

                                                      0

                                                      100

                                                      2015 2016

                                                      Prime Members Who Will Shop in Stores on Black Friday

                                                      Source InfoScout Nov 26 survey of Prime members

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                      44 of consumers

                                                      shopped online

                                                      40 of consumers

                                                      shopped in-store

                                                      Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Thanksgiving Weekend online sales went up sharply

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                      SeptemberndashNovember economic performance

                                                      Election effect

                                                      Thanksgiving and Cyber Week

                                                      Total Retail Ecommerce

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Big Retailers Launch Online Counterattack

                                                      copy 2016 eMarketer Inc

                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                      2227 30 34

                                                      4046

                                                      0

                                                      100

                                                      2011 2012 2013 2014 2015 2016

                                                      Amazonrsquos Share of Retail Ecommerce Sales

                                                      Source Institute for Local Self-Reliance

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Amazon is becoming a leading product search engine for mobile shoppers

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                      Amazon accounted for at least

                                                      37 of US ecommerce sales from November 24ndash28

                                                      Source Internet Retailer Nov 29 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                      Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      While digital spending went up total ad spending by big retailers went down

                                                      -9drop in overall retailer ad spending in the four weeks

                                                      ending on November 27Source Kantar Media Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                      39 in October 2016 to 45 in November 2016

                                                      Amazon stayed flat albeit at a higher level

                                                      Source Bain amp Company Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                      39

                                                      32

                                                      25

                                                      61

                                                      68

                                                      75

                                                      0 100Pure Play Multichannel

                                                      Cyber Monday

                                                      Black Friday

                                                      Percent share of desktop ecommerce

                                                      Thanksgiving

                                                      43

                                                      27

                                                      17

                                                      57

                                                      73

                                                      83

                                                      0 100Pure Play Multichannel

                                                      Cyber Monday

                                                      Black Friday

                                                      Percent share of desktop ecommerce

                                                      Thanksgiving

                                                      2015 2016

                                                      Source comScore Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Thanksgiving Promotions Starting Earlier and Ending

                                                      Later

                                                      copy 2016 eMarketer Inc

                                                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                      (pre-Black Friday Sale)

                                                      BLACKFRIDAY(select deals)

                                                      Image Creative commons

                                                      November 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      lsquoThanksgiving Eversquo is becoming a bigger event

                                                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                      The peak online shopping hour on Cyber Monday

                                                      NetElixir 7-8pm Hooklogic 8-9pm

                                                      Bloomreach 630pm

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Mobile Commerce Revolution Continues

                                                      copy 2016 eMarketer Inc

                                                      US retail mcommerce sales are expected to accelerate in 2016

                                                      Mcommerce sales will rise 432 in 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      The largest part of mcommerce growth will come from purchases via smartphones

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                      26

                                                      41

                                                      29

                                                      0

                                                      50

                                                      Thanksgiving Day Black Friday Cyber Monday

                                                      Mcommerce Sales Growth 2015ndash2016

                                                      Source comScore Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                      5350 52 51

                                                      43

                                                      0

                                                      100Mobile Share of Unique

                                                      User Visits

                                                      Source Hooklogic Nov 2016

                                                      5755 59 58

                                                      47

                                                      0

                                                      100Mobile Share of Visits

                                                      Source NetElixir Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                                      Source ComScore Dec 2016

                                                      eMwebinar

                                                      Chart1

                                                      Online Retail Visits on Cyber Monday
                                                      044
                                                      027
                                                      029

                                                      Sheet1

                                                      copy 2016 eMarketer Inc

                                                      Mobile performance was up across the board

                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                      Smartphone conversion rates up 53

                                                      Average order value up 29

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Product Trends

                                                      copy 2016 eMarketer Inc

                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                      26

                                                      3639

                                                      43

                                                      0

                                                      50

                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                      Source Branding Brand Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                      53 year-over-year increase in online purchases of shoes

                                                      Source comScore Dec 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Top 10 toy searches on Hooklogic retailer sites

                                                      1 Hatchimals

                                                      2 Nintendo

                                                      3 Shopkins

                                                      4 Lego

                                                      5 Paw Patrol

                                                      6 NES Classic Edition

                                                      7 PokeacutemonPokeacutemon cards

                                                      8 Barbie

                                                      9 Our Generation

                                                      10 Xbox One

                                                      Source Hooklogic

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Expectations for the Rest of the Season

                                                      copy 2016 eMarketer Inc

                                                      Impact of competitive discounting on holiday ecommerce

                                                      SalesTrafficMargins

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                      9 of shoppers had completed their shopping by the start

                                                      of Cyber Monday down from 11 in 2015

                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                      up from 19 in 2015

                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                      eMwebinar

                                                      copy 2016 eMarketer Inc

                                                      Recap

                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                      and a 33 gain for total retail sales looks to be on target

                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                      Mobile As expected mcommerce continues to grow rapidly

                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                      eMwebinar

                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                      - Max Levchin Founder

                                                      54

                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                      are empowered to buy what works for them - leading to higher conversions

                                                      $1500M ODERN COUCH

                                                      MONTHLY PAYMENTS AS LOW AS

                                                      $51671mo for 3 months

                                                      $26477mo for 6 months

                                                      $13892mo for 12 months

                                                      55

                                                      Affirm builds trust through transparency

                                                      Modern financing delivers results for retailers

                                                      Source Affirm Merchant Case Study March 2016

                                                      57

                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                      $2000+ bikes for full price ldquo

                                                      2016 Affirm Holiday Shopping Report December 2016

                                                      - Graham Stanton President and co-founder of Peloton

                                                      aff i rmcombusiness

                                                      copy 2016 eMarketer Inc

                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                      QampA Session

                                                      Made possible by

                                                      You will receive an email tomorrow with a link to view the

                                                      deck and webinar recording

                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                      Yory Wurmser

                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                      Recap

                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                      Performance Marketing in Retail

                                                      • Slide Number 1
                                                      • Agenda
                                                      • Slide Number 3
                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                      • Short Answer
                                                      • Longer Answer A lot has happened since September
                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                      • Consumer confidence rebounded strongly in November
                                                      • 2 Online shopping around the election was depressed
                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                      • hellip But in-store retail sales still fell
                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                      • Thanksgiving Weekend online sales went up sharply
                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                      • Slide Number 20
                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                      • While digital spending went up total ad spending by big retailers went down
                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                      • Slide Number 30
                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                      • Slide Number 35
                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                      • Mobile performance was up across the board
                                                      • Slide Number 43
                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                      • Slide Number 47
                                                      • Impact of competitive discounting on holiday ecommerce
                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                      • Recap
                                                      • Slide Number 53
                                                      • Slide Number 54
                                                      • Slide Number 55
                                                      • Slide Number 56
                                                      • Slide Number 57
                                                      • Slide Number 58
                                                      • Slide Number 59
                                                        Online Retail Visits on Cyber Monday
                                                        Desktop44
                                                        Mobile Web27
                                                        Mobile App29
                                                        Desktop
                                                        Mobile Web
                                                        Mobile App
                                                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                        1 Input category names dates and data into CHART DATA section below
                                                        (if your s arent s first change the cell format to numbers)
                                                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                        3 Make other formatting changes as desired to make chart fit your needs
                                                        4 Use color for emphasis
                                                        CHART DATA
                                                        2011201220132014201520162020
                                                        CAT1222730344046
                                                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                        CHART DATA
                                                        AugSeptOctNov20192020
                                                        CAT11018104110081071095096
                                                        CAT2810820830840850860
                                                        CAT3710720730740750760
                                                        CAT4610620630640650660
                                                        CAT5510520530540550560
                                                        CAT6410420430440450460
                                                        CAT7310320330340350360
                                                        CAT8210220230240250260
                                                        CAT9110120130140150160
                                                        CAT10102030405060
                                                        INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                        CHART DATA
                                                        20142015
                                                        CAT1900950
                                                        CAT2800850
                                                        CAT3700750
                                                        CAT4600650
                                                        CAT5500550
                                                        CAT6400450
                                                        CAT7300350
                                                        CAT8200250
                                                        CAT9100150
                                                        CAT100050
                                                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                        CHART DATA
                                                        2Election Day1Cyber SundayCyber Monday20192020
                                                        Mobile Share of Online Orders5348504841950960
                                                        CAT2800810820830840850860
                                                        CAT3700710720730740750760
                                                        CAT4600610620630640650660
                                                        CAT5500510520530540550560
                                                        CAT6400410420430440450460
                                                        CAT7300310320330340350360
                                                        CAT8200210220230240250260
                                                        CAT9100110120130140150160
                                                        CAT1000102030405060
                                                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                        CHART DATA
                                                        Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                        Mobile Share of Online Orders5348504841950960
                                                        CAT2800810820830840850860
                                                        CAT3700710720730740750760
                                                        CAT4600610620630640650660
                                                        CAT5500510520530540550560
                                                        CAT6400410420430440450460
                                                        CAT7300310320330340350360
                                                        CAT8200210220230240250260
                                                        CAT9100110120130140150160
                                                        CAT1000102030405060
                                                        INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                        CHART DATA 1
                                                        CAT1Cyber MondayBlack FridayThanksgiving
                                                        Pure Play393225
                                                        Multichannel616875
                                                        CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                        AB
                                                        CAT11010
                                                        CAT21010
                                                        CAT31010
                                                        CAT41010
                                                        CAT51010
                                                        CAT61010
                                                        CAT71010
                                                        CAT81010
                                                        CAT91010
                                                        CAT101010
                                                        INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                        CHART DATA
                                                        Data Series Label
                                                        CAT1066 B
                                                        CAT2150 B
                                                        CAT3173 B
                                                        CAT4209 B
                                                        CAT5233 B
                                                        CAT6238 B
                                                        CAT7327 B
                                                        CAT8343 B
                                                        CAT9349 B
                                                        CAT10665 B
                                                        INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                                        Do not editCHART DATA
                                                        DOT SPACING
                                                        COLUMNS20152016
                                                        11CAT11$13335$16115
                                                        10CAT10$8083$10320
                                                        9CAT9$1672$2221
                                                        8CAT8$1167$1464
                                                        7CAT7$1037$1202
                                                        6CAT6$926$1125
                                                        5CAT5$766$896
                                                        4CAT4$284$378
                                                        3CAT3$184$248
                                                        2CAT2$199$255DOT PLOT
                                                        1CAT1$14362$16614
                                                        CHART DATA
                                                        20152016
                                                        CAT11340950
                                                        CAT10800850
                                                        CAT9700750
                                                        CAT8600650
                                                        CAT7500550
                                                        CAT6400450
                                                        CAT5300350
                                                        CAT4200250
                                                        CAT3220440
                                                        CAT2340540
                                                        CAT1220360

                                                        Horizontal Bar

                                                        Step by step instructions on how to edit an Area GraphChanging from to see step 5 Otherwise go to step 9
                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        6) Change Number Category from Percentage to Number
                                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                        4) Turn onoff Series Categories as required
                                                        7) Press Reset on the maximum bounds number
                                                        8) change Units-Major value to match the Bounds-Maximum value
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                        Horizontal Bar

                                                        2015
                                                        2016
                                                        CAT11
                                                        CAT10
                                                        CAT9
                                                        CAT8
                                                        CAT7
                                                        CAT6
                                                        CAT5
                                                        CAT4
                                                        CAT3
                                                        CAT2
                                                        CAT1
                                                        Chart title here (Unit value here)
                                                        2016
                                                        2015

                                                        Comscore share

                                                        2015
                                                        2016
                                                        CAT11
                                                        CAT10
                                                        CAT9
                                                        CAT8
                                                        CAT7
                                                        CAT6
                                                        CAT5
                                                        CAT4
                                                        CAT3
                                                        CAT2
                                                        CAT1
                                                        Chart title here (Unit value here)
                                                        2016
                                                        2015

                                                        Line Graph

                                                        Step by step instructions on how to edit a Dot Plot
                                                        2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                        1) Start data entry at CAT1
                                                        6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                        3) Select chart and click on the top right + (Chart Elements)
                                                        4) Turn on Axes
                                                        6) Turn off Axes
                                                        7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                        Line Graph

                                                        Chart title here (Unit value here)
                                                        Data Series Label

                                                        Election impact

                                                        Step by step instructions on how to edit a Horizontal Bar
                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        4) Turn onoff Series Categories as required
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                        Election impact

                                                        Cyber Monday
                                                        Black Friday
                                                        Source comScore Percent share of desktop ecommerce
                                                        Pure Play
                                                        Multichannel

                                                        Slope Graph

                                                        B
                                                        Chart title here (Unit value here)
                                                        A
                                                        CAT1
                                                        CAT2
                                                        CAT3
                                                        CAT4
                                                        CAT5
                                                        CAT6
                                                        CAT7
                                                        CAT8
                                                        CAT9
                                                        CAT10
                                                        [VALUE]

                                                        Consumer Confidence

                                                        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                        2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                        1) Start data entry at cell I19
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        4) Turn onoff Categories as required
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                        Consumer Confidence

                                                        Source Channel Advisor
                                                        Mobile Share of Online Orders

                                                        Vertical bar

                                                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        7) Change Number Category from Percentage to Number
                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                        4) Turn onoff Series Categories as required
                                                        8) Press Reset on the maximum bounds number
                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                        Do this by clicking once then a second time this will select a single data label
                                                        5) Delete all data labels leaving only the first and last
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                        Vertical bar

                                                        Source Hooklogic
                                                        Mobile Share of Online Orders
                                                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        7) Change Number Category from Percentage to Number
                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                        4) Turn onoff Series Categories as required
                                                        8) Press Reset on the maximum bounds number
                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                        Do this by clicking once then a second time this will select a single data label
                                                        5) Delete all data labels leaving only the first and last
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                        Chart title here (Unit value here)
                                                        CAT1
                                                        CAT2
                                                        CAT3
                                                        CAT4
                                                        CAT5
                                                        CAT6
                                                        CAT7
                                                        CAT8
                                                        CAT9
                                                        CAT10
                                                        CAT1
                                                        CAT2
                                                        CAT3
                                                        CAT4
                                                        CAT5
                                                        CAT6
                                                        CAT7
                                                        CAT8
                                                        CAT9
                                                        CAT10
                                                        Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        6) Change Number Category from Percentage to Number
                                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                        4) Turn onoff Series Categories as required
                                                        7) Press Reset on the maximum bounds number
                                                        8) change Units-Major value to match the Bounds-Maximum value
                                                        3) Select chart and click on the top right + (Chart Elements)
                                                        4) Turn on Primary Vertical
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                        Source The Conference Board
                                                        CAT1
                                                        []
                                                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        7) Change Number Category from Percentage to Number
                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                        4) Turn onoff Series Categories as required
                                                        8) Press Reset on the maximum bounds number
                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                        Do this by clicking once then a second time this will select a single data label
                                                        5) Delete all data labels leaving only the first and last
                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                        Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                        CAT1
                                                        Step by step instructions on how to edit a Vertical Bar
                                                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                        1) Start data entry at CAT1
                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                        4) Turn onoff Categories as required

                                                        copy 2016 eMarketer Inc

                                                        hellip But in-store retail sales still fell

                                                        -50net sales on Thanksgiving Day and Black Friday

                                                        Source RetailNext Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Amazon Prime members are increasingly skipping Black Friday crowds

                                                        6559

                                                        0

                                                        100

                                                        2015 2016

                                                        Prime Members Who Will Shop in Stores on Black Friday

                                                        Source InfoScout Nov 26 survey of Prime members

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                        44 of consumers

                                                        shopped online

                                                        40 of consumers

                                                        shopped in-store

                                                        Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Thanksgiving Weekend online sales went up sharply

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                        SeptemberndashNovember economic performance

                                                        Election effect

                                                        Thanksgiving and Cyber Week

                                                        Total Retail Ecommerce

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Big Retailers Launch Online Counterattack

                                                        copy 2016 eMarketer Inc

                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                        2227 30 34

                                                        4046

                                                        0

                                                        100

                                                        2011 2012 2013 2014 2015 2016

                                                        Amazonrsquos Share of Retail Ecommerce Sales

                                                        Source Institute for Local Self-Reliance

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Amazon is becoming a leading product search engine for mobile shoppers

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                        Amazon accounted for at least

                                                        37 of US ecommerce sales from November 24ndash28

                                                        Source Internet Retailer Nov 29 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                        Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        While digital spending went up total ad spending by big retailers went down

                                                        -9drop in overall retailer ad spending in the four weeks

                                                        ending on November 27Source Kantar Media Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                        39 in October 2016 to 45 in November 2016

                                                        Amazon stayed flat albeit at a higher level

                                                        Source Bain amp Company Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                        39

                                                        32

                                                        25

                                                        61

                                                        68

                                                        75

                                                        0 100Pure Play Multichannel

                                                        Cyber Monday

                                                        Black Friday

                                                        Percent share of desktop ecommerce

                                                        Thanksgiving

                                                        43

                                                        27

                                                        17

                                                        57

                                                        73

                                                        83

                                                        0 100Pure Play Multichannel

                                                        Cyber Monday

                                                        Black Friday

                                                        Percent share of desktop ecommerce

                                                        Thanksgiving

                                                        2015 2016

                                                        Source comScore Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Thanksgiving Promotions Starting Earlier and Ending

                                                        Later

                                                        copy 2016 eMarketer Inc

                                                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                        (pre-Black Friday Sale)

                                                        BLACKFRIDAY(select deals)

                                                        Image Creative commons

                                                        November 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        lsquoThanksgiving Eversquo is becoming a bigger event

                                                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                        The peak online shopping hour on Cyber Monday

                                                        NetElixir 7-8pm Hooklogic 8-9pm

                                                        Bloomreach 630pm

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Mobile Commerce Revolution Continues

                                                        copy 2016 eMarketer Inc

                                                        US retail mcommerce sales are expected to accelerate in 2016

                                                        Mcommerce sales will rise 432 in 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        The largest part of mcommerce growth will come from purchases via smartphones

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                        26

                                                        41

                                                        29

                                                        0

                                                        50

                                                        Thanksgiving Day Black Friday Cyber Monday

                                                        Mcommerce Sales Growth 2015ndash2016

                                                        Source comScore Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                        5350 52 51

                                                        43

                                                        0

                                                        100Mobile Share of Unique

                                                        User Visits

                                                        Source Hooklogic Nov 2016

                                                        5755 59 58

                                                        47

                                                        0

                                                        100Mobile Share of Visits

                                                        Source NetElixir Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                                        Source ComScore Dec 2016

                                                        eMwebinar

                                                        Chart1

                                                        Online Retail Visits on Cyber Monday
                                                        044
                                                        027
                                                        029

                                                        Sheet1

                                                        copy 2016 eMarketer Inc

                                                        Mobile performance was up across the board

                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                        Smartphone conversion rates up 53

                                                        Average order value up 29

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Product Trends

                                                        copy 2016 eMarketer Inc

                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                        26

                                                        3639

                                                        43

                                                        0

                                                        50

                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                        Source Branding Brand Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                        53 year-over-year increase in online purchases of shoes

                                                        Source comScore Dec 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Top 10 toy searches on Hooklogic retailer sites

                                                        1 Hatchimals

                                                        2 Nintendo

                                                        3 Shopkins

                                                        4 Lego

                                                        5 Paw Patrol

                                                        6 NES Classic Edition

                                                        7 PokeacutemonPokeacutemon cards

                                                        8 Barbie

                                                        9 Our Generation

                                                        10 Xbox One

                                                        Source Hooklogic

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Expectations for the Rest of the Season

                                                        copy 2016 eMarketer Inc

                                                        Impact of competitive discounting on holiday ecommerce

                                                        SalesTrafficMargins

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                        9 of shoppers had completed their shopping by the start

                                                        of Cyber Monday down from 11 in 2015

                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                        up from 19 in 2015

                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                        eMwebinar

                                                        copy 2016 eMarketer Inc

                                                        Recap

                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                        and a 33 gain for total retail sales looks to be on target

                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                        Mobile As expected mcommerce continues to grow rapidly

                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                        eMwebinar

                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                        - Max Levchin Founder

                                                        54

                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                        are empowered to buy what works for them - leading to higher conversions

                                                        $1500M ODERN COUCH

                                                        MONTHLY PAYMENTS AS LOW AS

                                                        $51671mo for 3 months

                                                        $26477mo for 6 months

                                                        $13892mo for 12 months

                                                        55

                                                        Affirm builds trust through transparency

                                                        Modern financing delivers results for retailers

                                                        Source Affirm Merchant Case Study March 2016

                                                        57

                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                        $2000+ bikes for full price ldquo

                                                        2016 Affirm Holiday Shopping Report December 2016

                                                        - Graham Stanton President and co-founder of Peloton

                                                        aff i rmcombusiness

                                                        copy 2016 eMarketer Inc

                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                        QampA Session

                                                        Made possible by

                                                        You will receive an email tomorrow with a link to view the

                                                        deck and webinar recording

                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                        Yory Wurmser

                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                        Recap

                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                        Performance Marketing in Retail

                                                        • Slide Number 1
                                                        • Agenda
                                                        • Slide Number 3
                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                        • Short Answer
                                                        • Longer Answer A lot has happened since September
                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                        • Consumer confidence rebounded strongly in November
                                                        • 2 Online shopping around the election was depressed
                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                        • hellip But in-store retail sales still fell
                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                        • Thanksgiving Weekend online sales went up sharply
                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                        • Slide Number 20
                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                        • While digital spending went up total ad spending by big retailers went down
                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                        • Slide Number 30
                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                        • Slide Number 35
                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                        • Mobile performance was up across the board
                                                        • Slide Number 43
                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                        • Slide Number 47
                                                        • Impact of competitive discounting on holiday ecommerce
                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                        • Recap
                                                        • Slide Number 53
                                                        • Slide Number 54
                                                        • Slide Number 55
                                                        • Slide Number 56
                                                        • Slide Number 57
                                                        • Slide Number 58
                                                        • Slide Number 59
                                                          Online Retail Visits on Cyber Monday
                                                          Desktop44
                                                          Mobile Web27
                                                          Mobile App29
                                                          Desktop
                                                          Mobile Web
                                                          Mobile App
                                                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                          1 Input category names dates and data into CHART DATA section below
                                                          (if your s arent s first change the cell format to numbers)
                                                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                          3 Make other formatting changes as desired to make chart fit your needs
                                                          4 Use color for emphasis
                                                          CHART DATA
                                                          2011201220132014201520162020
                                                          CAT1222730344046
                                                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                          CHART DATA
                                                          AugSeptOctNov20192020
                                                          CAT11018104110081071095096
                                                          CAT2810820830840850860
                                                          CAT3710720730740750760
                                                          CAT4610620630640650660
                                                          CAT5510520530540550560
                                                          CAT6410420430440450460
                                                          CAT7310320330340350360
                                                          CAT8210220230240250260
                                                          CAT9110120130140150160
                                                          CAT10102030405060
                                                          INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                          CHART DATA
                                                          20142015
                                                          CAT1900950
                                                          CAT2800850
                                                          CAT3700750
                                                          CAT4600650
                                                          CAT5500550
                                                          CAT6400450
                                                          CAT7300350
                                                          CAT8200250
                                                          CAT9100150
                                                          CAT100050
                                                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                          CHART DATA
                                                          2Election Day1Cyber SundayCyber Monday20192020
                                                          Mobile Share of Online Orders5348504841950960
                                                          CAT2800810820830840850860
                                                          CAT3700710720730740750760
                                                          CAT4600610620630640650660
                                                          CAT5500510520530540550560
                                                          CAT6400410420430440450460
                                                          CAT7300310320330340350360
                                                          CAT8200210220230240250260
                                                          CAT9100110120130140150160
                                                          CAT1000102030405060
                                                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                          CHART DATA
                                                          Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                          Mobile Share of Online Orders5348504841950960
                                                          CAT2800810820830840850860
                                                          CAT3700710720730740750760
                                                          CAT4600610620630640650660
                                                          CAT5500510520530540550560
                                                          CAT6400410420430440450460
                                                          CAT7300310320330340350360
                                                          CAT8200210220230240250260
                                                          CAT9100110120130140150160
                                                          CAT1000102030405060
                                                          INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                          CHART DATA 1
                                                          CAT1Cyber MondayBlack FridayThanksgiving
                                                          Pure Play393225
                                                          Multichannel616875
                                                          CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                          AB
                                                          CAT11010
                                                          CAT21010
                                                          CAT31010
                                                          CAT41010
                                                          CAT51010
                                                          CAT61010
                                                          CAT71010
                                                          CAT81010
                                                          CAT91010
                                                          CAT101010
                                                          INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                          CHART DATA
                                                          Data Series Label
                                                          CAT1066 B
                                                          CAT2150 B
                                                          CAT3173 B
                                                          CAT4209 B
                                                          CAT5233 B
                                                          CAT6238 B
                                                          CAT7327 B
                                                          CAT8343 B
                                                          CAT9349 B
                                                          CAT10665 B
                                                          INSTRUCTIONSDOT PLOTHOW TO EDIT DOT PLOT
                                                          Do not editCHART DATA
                                                          DOT SPACING
                                                          COLUMNS20152016
                                                          11CAT11$13335$16115
                                                          10CAT10$8083$10320
                                                          9CAT9$1672$2221
                                                          8CAT8$1167$1464
                                                          7CAT7$1037$1202
                                                          6CAT6$926$1125
                                                          5CAT5$766$896
                                                          4CAT4$284$378
                                                          3CAT3$184$248
                                                          2CAT2$199$255DOT PLOT
                                                          1CAT1$14362$16614
                                                          CHART DATA
                                                          20152016
                                                          CAT11340950
                                                          CAT10800850
                                                          CAT9700750
                                                          CAT8600650
                                                          CAT7500550
                                                          CAT6400450
                                                          CAT5300350
                                                          CAT4200250
                                                          CAT3220440
                                                          CAT2340540
                                                          CAT1220360

                                                          Horizontal Bar

                                                          2015
                                                          2016
                                                          CAT11
                                                          CAT10
                                                          CAT9
                                                          CAT8
                                                          CAT7
                                                          CAT6
                                                          CAT5
                                                          CAT4
                                                          CAT3
                                                          CAT2
                                                          CAT1
                                                          Chart title here (Unit value here)
                                                          2016
                                                          2015

                                                          Comscore share

                                                          2015
                                                          2016
                                                          CAT11
                                                          CAT10
                                                          CAT9
                                                          CAT8
                                                          CAT7
                                                          CAT6
                                                          CAT5
                                                          CAT4
                                                          CAT3
                                                          CAT2
                                                          CAT1
                                                          Chart title here (Unit value here)
                                                          2016
                                                          2015

                                                          Line Graph

                                                          Step by step instructions on how to edit a Dot Plot
                                                          2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                          1) Start data entry at CAT1
                                                          6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                          3) Select chart and click on the top right + (Chart Elements)
                                                          4) Turn on Axes
                                                          6) Turn off Axes
                                                          7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                          Line Graph

                                                          Chart title here (Unit value here)
                                                          Data Series Label

                                                          Election impact

                                                          Step by step instructions on how to edit a Horizontal Bar
                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                          1) Start data entry at CAT1
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          4) Turn onoff Series Categories as required
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                          Election impact

                                                          Cyber Monday
                                                          Black Friday
                                                          Source comScore Percent share of desktop ecommerce
                                                          Pure Play
                                                          Multichannel

                                                          Slope Graph

                                                          B
                                                          Chart title here (Unit value here)
                                                          A
                                                          CAT1
                                                          CAT2
                                                          CAT3
                                                          CAT4
                                                          CAT5
                                                          CAT6
                                                          CAT7
                                                          CAT8
                                                          CAT9
                                                          CAT10
                                                          [VALUE]

                                                          Consumer Confidence

                                                          Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                          2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                          1) Start data entry at cell I19
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          4) Turn onoff Categories as required
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                          Consumer Confidence

                                                          Source Channel Advisor
                                                          Mobile Share of Online Orders

                                                          Vertical bar

                                                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                          1) Start data entry at CAT1
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          7) Change Number Category from Percentage to Number
                                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                          4) Turn onoff Series Categories as required
                                                          8) Press Reset on the maximum bounds number
                                                          9) change Units-Major value to match the Bounds-Maximum value
                                                          Do this by clicking once then a second time this will select a single data label
                                                          5) Delete all data labels leaving only the first and last
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                          Vertical bar

                                                          Source Hooklogic
                                                          Mobile Share of Online Orders
                                                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                          1) Start data entry at CAT1
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          7) Change Number Category from Percentage to Number
                                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                          4) Turn onoff Series Categories as required
                                                          8) Press Reset on the maximum bounds number
                                                          9) change Units-Major value to match the Bounds-Maximum value
                                                          Do this by clicking once then a second time this will select a single data label
                                                          5) Delete all data labels leaving only the first and last
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                          Chart title here (Unit value here)
                                                          CAT1
                                                          CAT2
                                                          CAT3
                                                          CAT4
                                                          CAT5
                                                          CAT6
                                                          CAT7
                                                          CAT8
                                                          CAT9
                                                          CAT10
                                                          CAT1
                                                          CAT2
                                                          CAT3
                                                          CAT4
                                                          CAT5
                                                          CAT6
                                                          CAT7
                                                          CAT8
                                                          CAT9
                                                          CAT10
                                                          Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                          1) Start data entry at CAT1
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          6) Change Number Category from Percentage to Number
                                                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                          4) Turn onoff Series Categories as required
                                                          7) Press Reset on the maximum bounds number
                                                          8) change Units-Major value to match the Bounds-Maximum value
                                                          3) Select chart and click on the top right + (Chart Elements)
                                                          4) Turn on Primary Vertical
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                          Source The Conference Board
                                                          CAT1
                                                          []
                                                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                          1) Start data entry at CAT1
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          7) Change Number Category from Percentage to Number
                                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                          4) Turn onoff Series Categories as required
                                                          8) Press Reset on the maximum bounds number
                                                          9) change Units-Major value to match the Bounds-Maximum value
                                                          Do this by clicking once then a second time this will select a single data label
                                                          5) Delete all data labels leaving only the first and last
                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                          Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                          CAT1
                                                          Step by step instructions on how to edit a Vertical Bar
                                                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                          1) Start data entry at CAT1
                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                          4) Turn onoff Categories as required

                                                          copy 2016 eMarketer Inc

                                                          hellip But in-store retail sales still fell

                                                          -50net sales on Thanksgiving Day and Black Friday

                                                          Source RetailNext Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Amazon Prime members are increasingly skipping Black Friday crowds

                                                          6559

                                                          0

                                                          100

                                                          2015 2016

                                                          Prime Members Who Will Shop in Stores on Black Friday

                                                          Source InfoScout Nov 26 survey of Prime members

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                          44 of consumers

                                                          shopped online

                                                          40 of consumers

                                                          shopped in-store

                                                          Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Thanksgiving Weekend online sales went up sharply

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                          SeptemberndashNovember economic performance

                                                          Election effect

                                                          Thanksgiving and Cyber Week

                                                          Total Retail Ecommerce

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Big Retailers Launch Online Counterattack

                                                          copy 2016 eMarketer Inc

                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                          2227 30 34

                                                          4046

                                                          0

                                                          100

                                                          2011 2012 2013 2014 2015 2016

                                                          Amazonrsquos Share of Retail Ecommerce Sales

                                                          Source Institute for Local Self-Reliance

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Amazon is becoming a leading product search engine for mobile shoppers

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                          Amazon accounted for at least

                                                          37 of US ecommerce sales from November 24ndash28

                                                          Source Internet Retailer Nov 29 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                          Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          While digital spending went up total ad spending by big retailers went down

                                                          -9drop in overall retailer ad spending in the four weeks

                                                          ending on November 27Source Kantar Media Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                          39 in October 2016 to 45 in November 2016

                                                          Amazon stayed flat albeit at a higher level

                                                          Source Bain amp Company Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                          39

                                                          32

                                                          25

                                                          61

                                                          68

                                                          75

                                                          0 100Pure Play Multichannel

                                                          Cyber Monday

                                                          Black Friday

                                                          Percent share of desktop ecommerce

                                                          Thanksgiving

                                                          43

                                                          27

                                                          17

                                                          57

                                                          73

                                                          83

                                                          0 100Pure Play Multichannel

                                                          Cyber Monday

                                                          Black Friday

                                                          Percent share of desktop ecommerce

                                                          Thanksgiving

                                                          2015 2016

                                                          Source comScore Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Thanksgiving Promotions Starting Earlier and Ending

                                                          Later

                                                          copy 2016 eMarketer Inc

                                                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                          (pre-Black Friday Sale)

                                                          BLACKFRIDAY(select deals)

                                                          Image Creative commons

                                                          November 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          lsquoThanksgiving Eversquo is becoming a bigger event

                                                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                          The peak online shopping hour on Cyber Monday

                                                          NetElixir 7-8pm Hooklogic 8-9pm

                                                          Bloomreach 630pm

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Mobile Commerce Revolution Continues

                                                          copy 2016 eMarketer Inc

                                                          US retail mcommerce sales are expected to accelerate in 2016

                                                          Mcommerce sales will rise 432 in 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          The largest part of mcommerce growth will come from purchases via smartphones

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                          26

                                                          41

                                                          29

                                                          0

                                                          50

                                                          Thanksgiving Day Black Friday Cyber Monday

                                                          Mcommerce Sales Growth 2015ndash2016

                                                          Source comScore Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                          5350 52 51

                                                          43

                                                          0

                                                          100Mobile Share of Unique

                                                          User Visits

                                                          Source Hooklogic Nov 2016

                                                          5755 59 58

                                                          47

                                                          0

                                                          100Mobile Share of Visits

                                                          Source NetElixir Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                                          Source ComScore Dec 2016

                                                          eMwebinar

                                                          Chart1

                                                          Online Retail Visits on Cyber Monday
                                                          044
                                                          027
                                                          029

                                                          Sheet1

                                                          copy 2016 eMarketer Inc

                                                          Mobile performance was up across the board

                                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                                          Smartphone conversion rates up 53

                                                          Average order value up 29

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Product Trends

                                                          copy 2016 eMarketer Inc

                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                          26

                                                          3639

                                                          43

                                                          0

                                                          50

                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                          Source Branding Brand Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                          53 year-over-year increase in online purchases of shoes

                                                          Source comScore Dec 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Top 10 toy searches on Hooklogic retailer sites

                                                          1 Hatchimals

                                                          2 Nintendo

                                                          3 Shopkins

                                                          4 Lego

                                                          5 Paw Patrol

                                                          6 NES Classic Edition

                                                          7 PokeacutemonPokeacutemon cards

                                                          8 Barbie

                                                          9 Our Generation

                                                          10 Xbox One

                                                          Source Hooklogic

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Expectations for the Rest of the Season

                                                          copy 2016 eMarketer Inc

                                                          Impact of competitive discounting on holiday ecommerce

                                                          SalesTrafficMargins

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                          9 of shoppers had completed their shopping by the start

                                                          of Cyber Monday down from 11 in 2015

                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                          up from 19 in 2015

                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                          eMwebinar

                                                          copy 2016 eMarketer Inc

                                                          Recap

                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                          and a 33 gain for total retail sales looks to be on target

                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                          Mobile As expected mcommerce continues to grow rapidly

                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                          eMwebinar

                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                          - Max Levchin Founder

                                                          54

                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                          are empowered to buy what works for them - leading to higher conversions

                                                          $1500M ODERN COUCH

                                                          MONTHLY PAYMENTS AS LOW AS

                                                          $51671mo for 3 months

                                                          $26477mo for 6 months

                                                          $13892mo for 12 months

                                                          55

                                                          Affirm builds trust through transparency

                                                          Modern financing delivers results for retailers

                                                          Source Affirm Merchant Case Study March 2016

                                                          57

                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                          $2000+ bikes for full price ldquo

                                                          2016 Affirm Holiday Shopping Report December 2016

                                                          - Graham Stanton President and co-founder of Peloton

                                                          aff i rmcombusiness

                                                          copy 2016 eMarketer Inc

                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                          QampA Session

                                                          Made possible by

                                                          You will receive an email tomorrow with a link to view the

                                                          deck and webinar recording

                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                          Yory Wurmser

                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                          Recap

                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                          Performance Marketing in Retail

                                                          • Slide Number 1
                                                          • Agenda
                                                          • Slide Number 3
                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                          • Short Answer
                                                          • Longer Answer A lot has happened since September
                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                          • Consumer confidence rebounded strongly in November
                                                          • 2 Online shopping around the election was depressed
                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                          • hellip But in-store retail sales still fell
                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                          • Thanksgiving Weekend online sales went up sharply
                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                          • Slide Number 20
                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                          • While digital spending went up total ad spending by big retailers went down
                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                          • Slide Number 30
                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                          • Slide Number 35
                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                          • Mobile performance was up across the board
                                                          • Slide Number 43
                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                          • Slide Number 47
                                                          • Impact of competitive discounting on holiday ecommerce
                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                          • Recap
                                                          • Slide Number 53
                                                          • Slide Number 54
                                                          • Slide Number 55
                                                          • Slide Number 56
                                                          • Slide Number 57
                                                          • Slide Number 58
                                                          • Slide Number 59
                                                            Online Retail Visits on Cyber Monday
                                                            Desktop44
                                                            Mobile Web27
                                                            Mobile App29
                                                            Desktop
                                                            Mobile Web
                                                            Mobile App
                                                            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                            1 Input category names dates and data into CHART DATA section below
                                                            (if your s arent s first change the cell format to numbers)
                                                            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                            3 Make other formatting changes as desired to make chart fit your needs
                                                            4 Use color for emphasis
                                                            CHART DATA
                                                            2011201220132014201520162020
                                                            CAT1222730344046
                                                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                            CHART DATA
                                                            AugSeptOctNov20192020
                                                            CAT11018104110081071095096
                                                            CAT2810820830840850860
                                                            CAT3710720730740750760
                                                            CAT4610620630640650660
                                                            CAT5510520530540550560
                                                            CAT6410420430440450460
                                                            CAT7310320330340350360
                                                            CAT8210220230240250260
                                                            CAT9110120130140150160
                                                            CAT10102030405060
                                                            INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                            CHART DATA
                                                            20142015
                                                            CAT1900950
                                                            CAT2800850
                                                            CAT3700750
                                                            CAT4600650
                                                            CAT5500550
                                                            CAT6400450
                                                            CAT7300350
                                                            CAT8200250
                                                            CAT9100150
                                                            CAT100050
                                                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                            CHART DATA
                                                            2Election Day1Cyber SundayCyber Monday20192020
                                                            Mobile Share of Online Orders5348504841950960
                                                            CAT2800810820830840850860
                                                            CAT3700710720730740750760
                                                            CAT4600610620630640650660
                                                            CAT5500510520530540550560
                                                            CAT6400410420430440450460
                                                            CAT7300310320330340350360
                                                            CAT8200210220230240250260
                                                            CAT9100110120130140150160
                                                            CAT1000102030405060
                                                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                            CHART DATA
                                                            Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                            Mobile Share of Online Orders5348504841950960
                                                            CAT2800810820830840850860
                                                            CAT3700710720730740750760
                                                            CAT4600610620630640650660
                                                            CAT5500510520530540550560
                                                            CAT6400410420430440450460
                                                            CAT7300310320330340350360
                                                            CAT8200210220230240250260
                                                            CAT9100110120130140150160
                                                            CAT1000102030405060
                                                            INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                            CHART DATA 1
                                                            CAT1Cyber MondayBlack FridayThanksgiving
                                                            Pure Play393225
                                                            Multichannel616875
                                                            CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                            AB
                                                            CAT11010
                                                            CAT21010
                                                            CAT31010
                                                            CAT41010
                                                            CAT51010
                                                            CAT61010
                                                            CAT71010
                                                            CAT81010
                                                            CAT91010
                                                            CAT101010
                                                            INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                            CHART DATA
                                                            Data Series Label
                                                            CAT1066 B
                                                            CAT2150 B
                                                            CAT3173 B
                                                            CAT4209 B
                                                            CAT5233 B
                                                            CAT6238 B
                                                            CAT7327 B
                                                            CAT8343 B
                                                            CAT9349 B
                                                            CAT10665 B

                                                            Comscore share

                                                            2015
                                                            2016
                                                            CAT11
                                                            CAT10
                                                            CAT9
                                                            CAT8
                                                            CAT7
                                                            CAT6
                                                            CAT5
                                                            CAT4
                                                            CAT3
                                                            CAT2
                                                            CAT1
                                                            Chart title here (Unit value here)
                                                            2016
                                                            2015

                                                            Line Graph

                                                            Step by step instructions on how to edit a Dot Plot
                                                            2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                            1) Start data entry at CAT1
                                                            6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                            3) Select chart and click on the top right + (Chart Elements)
                                                            4) Turn on Axes
                                                            6) Turn off Axes
                                                            7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                            Line Graph

                                                            Chart title here (Unit value here)
                                                            Data Series Label

                                                            Election impact

                                                            Step by step instructions on how to edit a Horizontal Bar
                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                            1) Start data entry at CAT1
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            4) Turn onoff Series Categories as required
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                            Election impact

                                                            Cyber Monday
                                                            Black Friday
                                                            Source comScore Percent share of desktop ecommerce
                                                            Pure Play
                                                            Multichannel

                                                            Slope Graph

                                                            B
                                                            Chart title here (Unit value here)
                                                            A
                                                            CAT1
                                                            CAT2
                                                            CAT3
                                                            CAT4
                                                            CAT5
                                                            CAT6
                                                            CAT7
                                                            CAT8
                                                            CAT9
                                                            CAT10
                                                            [VALUE]

                                                            Consumer Confidence

                                                            Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                            2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                            1) Start data entry at cell I19
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            4) Turn onoff Categories as required
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                            Consumer Confidence

                                                            Source Channel Advisor
                                                            Mobile Share of Online Orders

                                                            Vertical bar

                                                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                            1) Start data entry at CAT1
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            7) Change Number Category from Percentage to Number
                                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                            4) Turn onoff Series Categories as required
                                                            8) Press Reset on the maximum bounds number
                                                            9) change Units-Major value to match the Bounds-Maximum value
                                                            Do this by clicking once then a second time this will select a single data label
                                                            5) Delete all data labels leaving only the first and last
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                            Vertical bar

                                                            Source Hooklogic
                                                            Mobile Share of Online Orders
                                                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                            1) Start data entry at CAT1
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            7) Change Number Category from Percentage to Number
                                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                            4) Turn onoff Series Categories as required
                                                            8) Press Reset on the maximum bounds number
                                                            9) change Units-Major value to match the Bounds-Maximum value
                                                            Do this by clicking once then a second time this will select a single data label
                                                            5) Delete all data labels leaving only the first and last
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                            Chart title here (Unit value here)
                                                            CAT1
                                                            CAT2
                                                            CAT3
                                                            CAT4
                                                            CAT5
                                                            CAT6
                                                            CAT7
                                                            CAT8
                                                            CAT9
                                                            CAT10
                                                            CAT1
                                                            CAT2
                                                            CAT3
                                                            CAT4
                                                            CAT5
                                                            CAT6
                                                            CAT7
                                                            CAT8
                                                            CAT9
                                                            CAT10
                                                            Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                            1) Start data entry at CAT1
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            6) Change Number Category from Percentage to Number
                                                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                            4) Turn onoff Series Categories as required
                                                            7) Press Reset on the maximum bounds number
                                                            8) change Units-Major value to match the Bounds-Maximum value
                                                            3) Select chart and click on the top right + (Chart Elements)
                                                            4) Turn on Primary Vertical
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                            Source The Conference Board
                                                            CAT1
                                                            []
                                                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                            1) Start data entry at CAT1
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            7) Change Number Category from Percentage to Number
                                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                            4) Turn onoff Series Categories as required
                                                            8) Press Reset on the maximum bounds number
                                                            9) change Units-Major value to match the Bounds-Maximum value
                                                            Do this by clicking once then a second time this will select a single data label
                                                            5) Delete all data labels leaving only the first and last
                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                            Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                            CAT1
                                                            Step by step instructions on how to edit a Vertical Bar
                                                            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                            1) Start data entry at CAT1
                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                            4) Turn onoff Categories as required

                                                            copy 2016 eMarketer Inc

                                                            hellip But in-store retail sales still fell

                                                            -50net sales on Thanksgiving Day and Black Friday

                                                            Source RetailNext Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Amazon Prime members are increasingly skipping Black Friday crowds

                                                            6559

                                                            0

                                                            100

                                                            2015 2016

                                                            Prime Members Who Will Shop in Stores on Black Friday

                                                            Source InfoScout Nov 26 survey of Prime members

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                            44 of consumers

                                                            shopped online

                                                            40 of consumers

                                                            shopped in-store

                                                            Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Thanksgiving Weekend online sales went up sharply

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                            SeptemberndashNovember economic performance

                                                            Election effect

                                                            Thanksgiving and Cyber Week

                                                            Total Retail Ecommerce

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Big Retailers Launch Online Counterattack

                                                            copy 2016 eMarketer Inc

                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                            2227 30 34

                                                            4046

                                                            0

                                                            100

                                                            2011 2012 2013 2014 2015 2016

                                                            Amazonrsquos Share of Retail Ecommerce Sales

                                                            Source Institute for Local Self-Reliance

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Amazon is becoming a leading product search engine for mobile shoppers

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                            Amazon accounted for at least

                                                            37 of US ecommerce sales from November 24ndash28

                                                            Source Internet Retailer Nov 29 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                            Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            While digital spending went up total ad spending by big retailers went down

                                                            -9drop in overall retailer ad spending in the four weeks

                                                            ending on November 27Source Kantar Media Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                            39 in October 2016 to 45 in November 2016

                                                            Amazon stayed flat albeit at a higher level

                                                            Source Bain amp Company Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                            39

                                                            32

                                                            25

                                                            61

                                                            68

                                                            75

                                                            0 100Pure Play Multichannel

                                                            Cyber Monday

                                                            Black Friday

                                                            Percent share of desktop ecommerce

                                                            Thanksgiving

                                                            43

                                                            27

                                                            17

                                                            57

                                                            73

                                                            83

                                                            0 100Pure Play Multichannel

                                                            Cyber Monday

                                                            Black Friday

                                                            Percent share of desktop ecommerce

                                                            Thanksgiving

                                                            2015 2016

                                                            Source comScore Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Thanksgiving Promotions Starting Earlier and Ending

                                                            Later

                                                            copy 2016 eMarketer Inc

                                                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                            (pre-Black Friday Sale)

                                                            BLACKFRIDAY(select deals)

                                                            Image Creative commons

                                                            November 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            lsquoThanksgiving Eversquo is becoming a bigger event

                                                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                            The peak online shopping hour on Cyber Monday

                                                            NetElixir 7-8pm Hooklogic 8-9pm

                                                            Bloomreach 630pm

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Mobile Commerce Revolution Continues

                                                            copy 2016 eMarketer Inc

                                                            US retail mcommerce sales are expected to accelerate in 2016

                                                            Mcommerce sales will rise 432 in 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            The largest part of mcommerce growth will come from purchases via smartphones

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                            26

                                                            41

                                                            29

                                                            0

                                                            50

                                                            Thanksgiving Day Black Friday Cyber Monday

                                                            Mcommerce Sales Growth 2015ndash2016

                                                            Source comScore Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                            5350 52 51

                                                            43

                                                            0

                                                            100Mobile Share of Unique

                                                            User Visits

                                                            Source Hooklogic Nov 2016

                                                            5755 59 58

                                                            47

                                                            0

                                                            100Mobile Share of Visits

                                                            Source NetElixir Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                                            Source ComScore Dec 2016

                                                            eMwebinar

                                                            Chart1

                                                            Online Retail Visits on Cyber Monday
                                                            044
                                                            027
                                                            029

                                                            Sheet1

                                                            copy 2016 eMarketer Inc

                                                            Mobile performance was up across the board

                                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                                            Smartphone conversion rates up 53

                                                            Average order value up 29

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Product Trends

                                                            copy 2016 eMarketer Inc

                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                            26

                                                            3639

                                                            43

                                                            0

                                                            50

                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                            Source Branding Brand Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                            53 year-over-year increase in online purchases of shoes

                                                            Source comScore Dec 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Top 10 toy searches on Hooklogic retailer sites

                                                            1 Hatchimals

                                                            2 Nintendo

                                                            3 Shopkins

                                                            4 Lego

                                                            5 Paw Patrol

                                                            6 NES Classic Edition

                                                            7 PokeacutemonPokeacutemon cards

                                                            8 Barbie

                                                            9 Our Generation

                                                            10 Xbox One

                                                            Source Hooklogic

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Expectations for the Rest of the Season

                                                            copy 2016 eMarketer Inc

                                                            Impact of competitive discounting on holiday ecommerce

                                                            SalesTrafficMargins

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                            9 of shoppers had completed their shopping by the start

                                                            of Cyber Monday down from 11 in 2015

                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                            up from 19 in 2015

                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                            eMwebinar

                                                            copy 2016 eMarketer Inc

                                                            Recap

                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                            and a 33 gain for total retail sales looks to be on target

                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                            Mobile As expected mcommerce continues to grow rapidly

                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                            eMwebinar

                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                            - Max Levchin Founder

                                                            54

                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                            are empowered to buy what works for them - leading to higher conversions

                                                            $1500M ODERN COUCH

                                                            MONTHLY PAYMENTS AS LOW AS

                                                            $51671mo for 3 months

                                                            $26477mo for 6 months

                                                            $13892mo for 12 months

                                                            55

                                                            Affirm builds trust through transparency

                                                            Modern financing delivers results for retailers

                                                            Source Affirm Merchant Case Study March 2016

                                                            57

                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                            $2000+ bikes for full price ldquo

                                                            2016 Affirm Holiday Shopping Report December 2016

                                                            - Graham Stanton President and co-founder of Peloton

                                                            aff i rmcombusiness

                                                            copy 2016 eMarketer Inc

                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                            QampA Session

                                                            Made possible by

                                                            You will receive an email tomorrow with a link to view the

                                                            deck and webinar recording

                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                            Yory Wurmser

                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                            Recap

                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                            Performance Marketing in Retail

                                                            • Slide Number 1
                                                            • Agenda
                                                            • Slide Number 3
                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                            • Short Answer
                                                            • Longer Answer A lot has happened since September
                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                            • Consumer confidence rebounded strongly in November
                                                            • 2 Online shopping around the election was depressed
                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                            • hellip But in-store retail sales still fell
                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                            • Thanksgiving Weekend online sales went up sharply
                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                            • Slide Number 20
                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                            • While digital spending went up total ad spending by big retailers went down
                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                            • Slide Number 30
                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                            • Slide Number 35
                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                            • Mobile performance was up across the board
                                                            • Slide Number 43
                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                            • Slide Number 47
                                                            • Impact of competitive discounting on holiday ecommerce
                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                            • Recap
                                                            • Slide Number 53
                                                            • Slide Number 54
                                                            • Slide Number 55
                                                            • Slide Number 56
                                                            • Slide Number 57
                                                            • Slide Number 58
                                                            • Slide Number 59
                                                              Online Retail Visits on Cyber Monday
                                                              Desktop44
                                                              Mobile Web27
                                                              Mobile App29
                                                              Desktop
                                                              Mobile Web
                                                              Mobile App
                                                              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                              1 Input category names dates and data into CHART DATA section below
                                                              (if your s arent s first change the cell format to numbers)
                                                              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                              3 Make other formatting changes as desired to make chart fit your needs
                                                              4 Use color for emphasis
                                                              CHART DATA
                                                              2011201220132014201520162020
                                                              CAT1222730344046
                                                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                              CHART DATA
                                                              AugSeptOctNov20192020
                                                              CAT11018104110081071095096
                                                              CAT2810820830840850860
                                                              CAT3710720730740750760
                                                              CAT4610620630640650660
                                                              CAT5510520530540550560
                                                              CAT6410420430440450460
                                                              CAT7310320330340350360
                                                              CAT8210220230240250260
                                                              CAT9110120130140150160
                                                              CAT10102030405060
                                                              INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                              CHART DATA
                                                              20142015
                                                              CAT1900950
                                                              CAT2800850
                                                              CAT3700750
                                                              CAT4600650
                                                              CAT5500550
                                                              CAT6400450
                                                              CAT7300350
                                                              CAT8200250
                                                              CAT9100150
                                                              CAT100050
                                                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                              CHART DATA
                                                              2Election Day1Cyber SundayCyber Monday20192020
                                                              Mobile Share of Online Orders5348504841950960
                                                              CAT2800810820830840850860
                                                              CAT3700710720730740750760
                                                              CAT4600610620630640650660
                                                              CAT5500510520530540550560
                                                              CAT6400410420430440450460
                                                              CAT7300310320330340350360
                                                              CAT8200210220230240250260
                                                              CAT9100110120130140150160
                                                              CAT1000102030405060
                                                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                              CHART DATA
                                                              Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                              Mobile Share of Online Orders5348504841950960
                                                              CAT2800810820830840850860
                                                              CAT3700710720730740750760
                                                              CAT4600610620630640650660
                                                              CAT5500510520530540550560
                                                              CAT6400410420430440450460
                                                              CAT7300310320330340350360
                                                              CAT8200210220230240250260
                                                              CAT9100110120130140150160
                                                              CAT1000102030405060
                                                              INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                              CHART DATA 1
                                                              CAT1Cyber MondayBlack FridayThanksgiving
                                                              Pure Play393225
                                                              Multichannel616875
                                                              CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                              AB
                                                              CAT11010
                                                              CAT21010
                                                              CAT31010
                                                              CAT41010
                                                              CAT51010
                                                              CAT61010
                                                              CAT71010
                                                              CAT81010
                                                              CAT91010
                                                              CAT101010
                                                              INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                              CHART DATA
                                                              Data Series Label
                                                              CAT1066 B
                                                              CAT2150 B
                                                              CAT3173 B
                                                              CAT4209 B
                                                              CAT5233 B
                                                              CAT6238 B
                                                              CAT7327 B
                                                              CAT8343 B
                                                              CAT9349 B
                                                              CAT10665 B

                                                              Line Graph

                                                              Step by step instructions on how to edit a Dot Plot
                                                              2) If needed change the maximum number of categories to hide un-used lines see Step 3ie (from CAT1-11)
                                                              1) Start data entry at CAT1
                                                              6) Set the maximum bounds value to the number of categories in the data setie If you are using CAT1 - CAT5 change Maximum bounds value to 5
                                                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                              3) Select chart and click on the top right + (Chart Elements)
                                                              4) Turn on Axes
                                                              6) Turn off Axes
                                                              7) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                              Line Graph

                                                              Chart title here (Unit value here)
                                                              Data Series Label

                                                              Election impact

                                                              Step by step instructions on how to edit a Horizontal Bar
                                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                              1) Start data entry at CAT1
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              4) Turn onoff Series Categories as required
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                              Election impact

                                                              Cyber Monday
                                                              Black Friday
                                                              Source comScore Percent share of desktop ecommerce
                                                              Pure Play
                                                              Multichannel

                                                              Slope Graph

                                                              B
                                                              Chart title here (Unit value here)
                                                              A
                                                              CAT1
                                                              CAT2
                                                              CAT3
                                                              CAT4
                                                              CAT5
                                                              CAT6
                                                              CAT7
                                                              CAT8
                                                              CAT9
                                                              CAT10
                                                              [VALUE]

                                                              Consumer Confidence

                                                              Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                              2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                              1) Start data entry at cell I19
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              4) Turn onoff Categories as required
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                              Consumer Confidence

                                                              Source Channel Advisor
                                                              Mobile Share of Online Orders

                                                              Vertical bar

                                                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                              1) Start data entry at CAT1
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              7) Change Number Category from Percentage to Number
                                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                              4) Turn onoff Series Categories as required
                                                              8) Press Reset on the maximum bounds number
                                                              9) change Units-Major value to match the Bounds-Maximum value
                                                              Do this by clicking once then a second time this will select a single data label
                                                              5) Delete all data labels leaving only the first and last
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                              Vertical bar

                                                              Source Hooklogic
                                                              Mobile Share of Online Orders
                                                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                              1) Start data entry at CAT1
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              7) Change Number Category from Percentage to Number
                                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                              4) Turn onoff Series Categories as required
                                                              8) Press Reset on the maximum bounds number
                                                              9) change Units-Major value to match the Bounds-Maximum value
                                                              Do this by clicking once then a second time this will select a single data label
                                                              5) Delete all data labels leaving only the first and last
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                              Chart title here (Unit value here)
                                                              CAT1
                                                              CAT2
                                                              CAT3
                                                              CAT4
                                                              CAT5
                                                              CAT6
                                                              CAT7
                                                              CAT8
                                                              CAT9
                                                              CAT10
                                                              CAT1
                                                              CAT2
                                                              CAT3
                                                              CAT4
                                                              CAT5
                                                              CAT6
                                                              CAT7
                                                              CAT8
                                                              CAT9
                                                              CAT10
                                                              Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                              1) Start data entry at CAT1
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              6) Change Number Category from Percentage to Number
                                                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                              4) Turn onoff Series Categories as required
                                                              7) Press Reset on the maximum bounds number
                                                              8) change Units-Major value to match the Bounds-Maximum value
                                                              3) Select chart and click on the top right + (Chart Elements)
                                                              4) Turn on Primary Vertical
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                              Source The Conference Board
                                                              CAT1
                                                              []
                                                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                              1) Start data entry at CAT1
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              7) Change Number Category from Percentage to Number
                                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                              4) Turn onoff Series Categories as required
                                                              8) Press Reset on the maximum bounds number
                                                              9) change Units-Major value to match the Bounds-Maximum value
                                                              Do this by clicking once then a second time this will select a single data label
                                                              5) Delete all data labels leaving only the first and last
                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                              Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                              CAT1
                                                              Step by step instructions on how to edit a Vertical Bar
                                                              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                              1) Start data entry at CAT1
                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                              4) Turn onoff Categories as required

                                                              copy 2016 eMarketer Inc

                                                              hellip But in-store retail sales still fell

                                                              -50net sales on Thanksgiving Day and Black Friday

                                                              Source RetailNext Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Amazon Prime members are increasingly skipping Black Friday crowds

                                                              6559

                                                              0

                                                              100

                                                              2015 2016

                                                              Prime Members Who Will Shop in Stores on Black Friday

                                                              Source InfoScout Nov 26 survey of Prime members

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                              44 of consumers

                                                              shopped online

                                                              40 of consumers

                                                              shopped in-store

                                                              Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Thanksgiving Weekend online sales went up sharply

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                              SeptemberndashNovember economic performance

                                                              Election effect

                                                              Thanksgiving and Cyber Week

                                                              Total Retail Ecommerce

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Big Retailers Launch Online Counterattack

                                                              copy 2016 eMarketer Inc

                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                              2227 30 34

                                                              4046

                                                              0

                                                              100

                                                              2011 2012 2013 2014 2015 2016

                                                              Amazonrsquos Share of Retail Ecommerce Sales

                                                              Source Institute for Local Self-Reliance

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Amazon is becoming a leading product search engine for mobile shoppers

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                              Amazon accounted for at least

                                                              37 of US ecommerce sales from November 24ndash28

                                                              Source Internet Retailer Nov 29 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                              Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              While digital spending went up total ad spending by big retailers went down

                                                              -9drop in overall retailer ad spending in the four weeks

                                                              ending on November 27Source Kantar Media Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                              39 in October 2016 to 45 in November 2016

                                                              Amazon stayed flat albeit at a higher level

                                                              Source Bain amp Company Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                              39

                                                              32

                                                              25

                                                              61

                                                              68

                                                              75

                                                              0 100Pure Play Multichannel

                                                              Cyber Monday

                                                              Black Friday

                                                              Percent share of desktop ecommerce

                                                              Thanksgiving

                                                              43

                                                              27

                                                              17

                                                              57

                                                              73

                                                              83

                                                              0 100Pure Play Multichannel

                                                              Cyber Monday

                                                              Black Friday

                                                              Percent share of desktop ecommerce

                                                              Thanksgiving

                                                              2015 2016

                                                              Source comScore Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Thanksgiving Promotions Starting Earlier and Ending

                                                              Later

                                                              copy 2016 eMarketer Inc

                                                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                              (pre-Black Friday Sale)

                                                              BLACKFRIDAY(select deals)

                                                              Image Creative commons

                                                              November 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              lsquoThanksgiving Eversquo is becoming a bigger event

                                                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                              The peak online shopping hour on Cyber Monday

                                                              NetElixir 7-8pm Hooklogic 8-9pm

                                                              Bloomreach 630pm

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Mobile Commerce Revolution Continues

                                                              copy 2016 eMarketer Inc

                                                              US retail mcommerce sales are expected to accelerate in 2016

                                                              Mcommerce sales will rise 432 in 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              The largest part of mcommerce growth will come from purchases via smartphones

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                              26

                                                              41

                                                              29

                                                              0

                                                              50

                                                              Thanksgiving Day Black Friday Cyber Monday

                                                              Mcommerce Sales Growth 2015ndash2016

                                                              Source comScore Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                              5350 52 51

                                                              43

                                                              0

                                                              100Mobile Share of Unique

                                                              User Visits

                                                              Source Hooklogic Nov 2016

                                                              5755 59 58

                                                              47

                                                              0

                                                              100Mobile Share of Visits

                                                              Source NetElixir Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                                              Source ComScore Dec 2016

                                                              eMwebinar

                                                              Chart1

                                                              Online Retail Visits on Cyber Monday
                                                              044
                                                              027
                                                              029

                                                              Sheet1

                                                              copy 2016 eMarketer Inc

                                                              Mobile performance was up across the board

                                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                                              Smartphone conversion rates up 53

                                                              Average order value up 29

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Product Trends

                                                              copy 2016 eMarketer Inc

                                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                              26

                                                              3639

                                                              43

                                                              0

                                                              50

                                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                              Source Branding Brand Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                              53 year-over-year increase in online purchases of shoes

                                                              Source comScore Dec 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Top 10 toy searches on Hooklogic retailer sites

                                                              1 Hatchimals

                                                              2 Nintendo

                                                              3 Shopkins

                                                              4 Lego

                                                              5 Paw Patrol

                                                              6 NES Classic Edition

                                                              7 PokeacutemonPokeacutemon cards

                                                              8 Barbie

                                                              9 Our Generation

                                                              10 Xbox One

                                                              Source Hooklogic

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Expectations for the Rest of the Season

                                                              copy 2016 eMarketer Inc

                                                              Impact of competitive discounting on holiday ecommerce

                                                              SalesTrafficMargins

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                              9 of shoppers had completed their shopping by the start

                                                              of Cyber Monday down from 11 in 2015

                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                              up from 19 in 2015

                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                              eMwebinar

                                                              copy 2016 eMarketer Inc

                                                              Recap

                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                              and a 33 gain for total retail sales looks to be on target

                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                              Mobile As expected mcommerce continues to grow rapidly

                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                              eMwebinar

                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                              - Max Levchin Founder

                                                              54

                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                              are empowered to buy what works for them - leading to higher conversions

                                                              $1500M ODERN COUCH

                                                              MONTHLY PAYMENTS AS LOW AS

                                                              $51671mo for 3 months

                                                              $26477mo for 6 months

                                                              $13892mo for 12 months

                                                              55

                                                              Affirm builds trust through transparency

                                                              Modern financing delivers results for retailers

                                                              Source Affirm Merchant Case Study March 2016

                                                              57

                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                              $2000+ bikes for full price ldquo

                                                              2016 Affirm Holiday Shopping Report December 2016

                                                              - Graham Stanton President and co-founder of Peloton

                                                              aff i rmcombusiness

                                                              copy 2016 eMarketer Inc

                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                              QampA Session

                                                              Made possible by

                                                              You will receive an email tomorrow with a link to view the

                                                              deck and webinar recording

                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                              Yory Wurmser

                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                              Recap

                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                              Performance Marketing in Retail

                                                              • Slide Number 1
                                                              • Agenda
                                                              • Slide Number 3
                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                              • Short Answer
                                                              • Longer Answer A lot has happened since September
                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                              • Consumer confidence rebounded strongly in November
                                                              • 2 Online shopping around the election was depressed
                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                              • hellip But in-store retail sales still fell
                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                              • Thanksgiving Weekend online sales went up sharply
                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                              • Slide Number 20
                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                              • While digital spending went up total ad spending by big retailers went down
                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                              • Slide Number 30
                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                              • Slide Number 35
                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                              • Mobile performance was up across the board
                                                              • Slide Number 43
                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                              • Slide Number 47
                                                              • Impact of competitive discounting on holiday ecommerce
                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                              • Recap
                                                              • Slide Number 53
                                                              • Slide Number 54
                                                              • Slide Number 55
                                                              • Slide Number 56
                                                              • Slide Number 57
                                                              • Slide Number 58
                                                              • Slide Number 59
                                                                Online Retail Visits on Cyber Monday
                                                                Desktop44
                                                                Mobile Web27
                                                                Mobile App29
                                                                Desktop
                                                                Mobile Web
                                                                Mobile App
                                                                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                1 Input category names dates and data into CHART DATA section below
                                                                (if your s arent s first change the cell format to numbers)
                                                                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                3 Make other formatting changes as desired to make chart fit your needs
                                                                4 Use color for emphasis
                                                                CHART DATA
                                                                2011201220132014201520162020
                                                                CAT1222730344046
                                                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                CHART DATA
                                                                AugSeptOctNov20192020
                                                                CAT11018104110081071095096
                                                                CAT2810820830840850860
                                                                CAT3710720730740750760
                                                                CAT4610620630640650660
                                                                CAT5510520530540550560
                                                                CAT6410420430440450460
                                                                CAT7310320330340350360
                                                                CAT8210220230240250260
                                                                CAT9110120130140150160
                                                                CAT10102030405060
                                                                INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                CHART DATA
                                                                20142015
                                                                CAT1900950
                                                                CAT2800850
                                                                CAT3700750
                                                                CAT4600650
                                                                CAT5500550
                                                                CAT6400450
                                                                CAT7300350
                                                                CAT8200250
                                                                CAT9100150
                                                                CAT100050
                                                                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                CHART DATA
                                                                2Election Day1Cyber SundayCyber Monday20192020
                                                                Mobile Share of Online Orders5348504841950960
                                                                CAT2800810820830840850860
                                                                CAT3700710720730740750760
                                                                CAT4600610620630640650660
                                                                CAT5500510520530540550560
                                                                CAT6400410420430440450460
                                                                CAT7300310320330340350360
                                                                CAT8200210220230240250260
                                                                CAT9100110120130140150160
                                                                CAT1000102030405060
                                                                INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                CHART DATA
                                                                Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                                Mobile Share of Online Orders5348504841950960
                                                                CAT2800810820830840850860
                                                                CAT3700710720730740750760
                                                                CAT4600610620630640650660
                                                                CAT5500510520530540550560
                                                                CAT6400410420430440450460
                                                                CAT7300310320330340350360
                                                                CAT8200210220230240250260
                                                                CAT9100110120130140150160
                                                                CAT1000102030405060
                                                                INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                                CHART DATA 1
                                                                CAT1Cyber MondayBlack FridayThanksgiving
                                                                Pure Play393225
                                                                Multichannel616875
                                                                CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                                AB
                                                                CAT11010
                                                                CAT21010
                                                                CAT31010
                                                                CAT41010
                                                                CAT51010
                                                                CAT61010
                                                                CAT71010
                                                                CAT81010
                                                                CAT91010
                                                                CAT101010
                                                                INSTRUCTIONSHORIZONTAL BARHOW TO EDIT HORIZONTAL BAR
                                                                CHART DATA
                                                                Data Series Label
                                                                CAT1066 B
                                                                CAT2150 B
                                                                CAT3173 B
                                                                CAT4209 B
                                                                CAT5233 B
                                                                CAT6238 B
                                                                CAT7327 B
                                                                CAT8343 B
                                                                CAT9349 B
                                                                CAT10665 B

                                                                Line Graph

                                                                Chart title here (Unit value here)
                                                                Data Series Label

                                                                Election impact

                                                                Step by step instructions on how to edit a Horizontal Bar
                                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                1) Start data entry at CAT1
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                4) Turn onoff Series Categories as required
                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                Election impact

                                                                Cyber Monday
                                                                Black Friday
                                                                Source comScore Percent share of desktop ecommerce
                                                                Pure Play
                                                                Multichannel

                                                                Slope Graph

                                                                B
                                                                Chart title here (Unit value here)
                                                                A
                                                                CAT1
                                                                CAT2
                                                                CAT3
                                                                CAT4
                                                                CAT5
                                                                CAT6
                                                                CAT7
                                                                CAT8
                                                                CAT9
                                                                CAT10
                                                                [VALUE]

                                                                Consumer Confidence

                                                                Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                                2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                                1) Start data entry at cell I19
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                4) Turn onoff Categories as required
                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                Consumer Confidence

                                                                Source Channel Advisor
                                                                Mobile Share of Online Orders

                                                                Vertical bar

                                                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                1) Start data entry at CAT1
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                7) Change Number Category from Percentage to Number
                                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                4) Turn onoff Series Categories as required
                                                                8) Press Reset on the maximum bounds number
                                                                9) change Units-Major value to match the Bounds-Maximum value
                                                                Do this by clicking once then a second time this will select a single data label
                                                                5) Delete all data labels leaving only the first and last
                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                Vertical bar

                                                                Source Hooklogic
                                                                Mobile Share of Online Orders
                                                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                1) Start data entry at CAT1
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                7) Change Number Category from Percentage to Number
                                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                4) Turn onoff Series Categories as required
                                                                8) Press Reset on the maximum bounds number
                                                                9) change Units-Major value to match the Bounds-Maximum value
                                                                Do this by clicking once then a second time this will select a single data label
                                                                5) Delete all data labels leaving only the first and last
                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                Chart title here (Unit value here)
                                                                CAT1
                                                                CAT2
                                                                CAT3
                                                                CAT4
                                                                CAT5
                                                                CAT6
                                                                CAT7
                                                                CAT8
                                                                CAT9
                                                                CAT10
                                                                CAT1
                                                                CAT2
                                                                CAT3
                                                                CAT4
                                                                CAT5
                                                                CAT6
                                                                CAT7
                                                                CAT8
                                                                CAT9
                                                                CAT10
                                                                Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                1) Start data entry at CAT1
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                6) Change Number Category from Percentage to Number
                                                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                4) Turn onoff Series Categories as required
                                                                7) Press Reset on the maximum bounds number
                                                                8) change Units-Major value to match the Bounds-Maximum value
                                                                3) Select chart and click on the top right + (Chart Elements)
                                                                4) Turn on Primary Vertical
                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                Source The Conference Board
                                                                CAT1
                                                                []
                                                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                1) Start data entry at CAT1
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                7) Change Number Category from Percentage to Number
                                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                4) Turn onoff Series Categories as required
                                                                8) Press Reset on the maximum bounds number
                                                                9) change Units-Major value to match the Bounds-Maximum value
                                                                Do this by clicking once then a second time this will select a single data label
                                                                5) Delete all data labels leaving only the first and last
                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                CAT1
                                                                Step by step instructions on how to edit a Vertical Bar
                                                                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                1) Start data entry at CAT1
                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                4) Turn onoff Categories as required

                                                                copy 2016 eMarketer Inc

                                                                hellip But in-store retail sales still fell

                                                                -50net sales on Thanksgiving Day and Black Friday

                                                                Source RetailNext Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Amazon Prime members are increasingly skipping Black Friday crowds

                                                                6559

                                                                0

                                                                100

                                                                2015 2016

                                                                Prime Members Who Will Shop in Stores on Black Friday

                                                                Source InfoScout Nov 26 survey of Prime members

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                44 of consumers

                                                                shopped online

                                                                40 of consumers

                                                                shopped in-store

                                                                Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Thanksgiving Weekend online sales went up sharply

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                SeptemberndashNovember economic performance

                                                                Election effect

                                                                Thanksgiving and Cyber Week

                                                                Total Retail Ecommerce

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Big Retailers Launch Online Counterattack

                                                                copy 2016 eMarketer Inc

                                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                2227 30 34

                                                                4046

                                                                0

                                                                100

                                                                2011 2012 2013 2014 2015 2016

                                                                Amazonrsquos Share of Retail Ecommerce Sales

                                                                Source Institute for Local Self-Reliance

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Amazon is becoming a leading product search engine for mobile shoppers

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                Amazon accounted for at least

                                                                37 of US ecommerce sales from November 24ndash28

                                                                Source Internet Retailer Nov 29 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                While digital spending went up total ad spending by big retailers went down

                                                                -9drop in overall retailer ad spending in the four weeks

                                                                ending on November 27Source Kantar Media Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                39 in October 2016 to 45 in November 2016

                                                                Amazon stayed flat albeit at a higher level

                                                                Source Bain amp Company Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                39

                                                                32

                                                                25

                                                                61

                                                                68

                                                                75

                                                                0 100Pure Play Multichannel

                                                                Cyber Monday

                                                                Black Friday

                                                                Percent share of desktop ecommerce

                                                                Thanksgiving

                                                                43

                                                                27

                                                                17

                                                                57

                                                                73

                                                                83

                                                                0 100Pure Play Multichannel

                                                                Cyber Monday

                                                                Black Friday

                                                                Percent share of desktop ecommerce

                                                                Thanksgiving

                                                                2015 2016

                                                                Source comScore Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Thanksgiving Promotions Starting Earlier and Ending

                                                                Later

                                                                copy 2016 eMarketer Inc

                                                                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                (pre-Black Friday Sale)

                                                                BLACKFRIDAY(select deals)

                                                                Image Creative commons

                                                                November 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                lsquoThanksgiving Eversquo is becoming a bigger event

                                                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                eMwebinar

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                                                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                The peak online shopping hour on Cyber Monday

                                                                NetElixir 7-8pm Hooklogic 8-9pm

                                                                Bloomreach 630pm

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Mobile Commerce Revolution Continues

                                                                copy 2016 eMarketer Inc

                                                                US retail mcommerce sales are expected to accelerate in 2016

                                                                Mcommerce sales will rise 432 in 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                The largest part of mcommerce growth will come from purchases via smartphones

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                26

                                                                41

                                                                29

                                                                0

                                                                50

                                                                Thanksgiving Day Black Friday Cyber Monday

                                                                Mcommerce Sales Growth 2015ndash2016

                                                                Source comScore Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Mcommercersquos sales share peaked on Thanksgiving Day

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                5350 52 51

                                                                43

                                                                0

                                                                100Mobile Share of Unique

                                                                User Visits

                                                                Source Hooklogic Nov 2016

                                                                5755 59 58

                                                                47

                                                                0

                                                                100Mobile Share of Visits

                                                                Source NetElixir Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                                Source ComScore Dec 2016

                                                                eMwebinar

                                                                Chart1

                                                                Online Retail Visits on Cyber Monday
                                                                044
                                                                027
                                                                029

                                                                Sheet1

                                                                copy 2016 eMarketer Inc

                                                                Mobile performance was up across the board

                                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                Smartphone conversion rates up 53

                                                                Average order value up 29

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Product Trends

                                                                copy 2016 eMarketer Inc

                                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                26

                                                                3639

                                                                43

                                                                0

                                                                50

                                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                Source Branding Brand Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Shoes were one of the fastest growing subcategories for online purchases

                                                                53 year-over-year increase in online purchases of shoes

                                                                Source comScore Dec 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                1 Hatchimals

                                                                2 Nintendo

                                                                3 Shopkins

                                                                4 Lego

                                                                5 Paw Patrol

                                                                6 NES Classic Edition

                                                                7 PokeacutemonPokeacutemon cards

                                                                8 Barbie

                                                                9 Our Generation

                                                                10 Xbox One

                                                                Source Hooklogic

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Expectations for the Rest of the Season

                                                                copy 2016 eMarketer Inc

                                                                Impact of competitive discounting on holiday ecommerce

                                                                SalesTrafficMargins

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                9 of shoppers had completed their shopping by the start

                                                                of Cyber Monday down from 11 in 2015

                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                up from 19 in 2015

                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                eMwebinar

                                                                copy 2016 eMarketer Inc

                                                                Recap

                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                and a 33 gain for total retail sales looks to be on target

                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                eMwebinar

                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                - Max Levchin Founder

                                                                54

                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                are empowered to buy what works for them - leading to higher conversions

                                                                $1500M ODERN COUCH

                                                                MONTHLY PAYMENTS AS LOW AS

                                                                $51671mo for 3 months

                                                                $26477mo for 6 months

                                                                $13892mo for 12 months

                                                                55

                                                                Affirm builds trust through transparency

                                                                Modern financing delivers results for retailers

                                                                Source Affirm Merchant Case Study March 2016

                                                                57

                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                $2000+ bikes for full price ldquo

                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                - Graham Stanton President and co-founder of Peloton

                                                                aff i rmcombusiness

                                                                copy 2016 eMarketer Inc

                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                QampA Session

                                                                Made possible by

                                                                You will receive an email tomorrow with a link to view the

                                                                deck and webinar recording

                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                Yory Wurmser

                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                Recap

                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                Performance Marketing in Retail

                                                                • Slide Number 1
                                                                • Agenda
                                                                • Slide Number 3
                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                • Short Answer
                                                                • Longer Answer A lot has happened since September
                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                • Consumer confidence rebounded strongly in November
                                                                • 2 Online shopping around the election was depressed
                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                • hellip But in-store retail sales still fell
                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                • Thanksgiving Weekend online sales went up sharply
                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                • Slide Number 20
                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                • While digital spending went up total ad spending by big retailers went down
                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                • Slide Number 30
                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                • Slide Number 35
                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                • Mobile performance was up across the board
                                                                • Slide Number 43
                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                • Slide Number 47
                                                                • Impact of competitive discounting on holiday ecommerce
                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                • Recap
                                                                • Slide Number 53
                                                                • Slide Number 54
                                                                • Slide Number 55
                                                                • Slide Number 56
                                                                • Slide Number 57
                                                                • Slide Number 58
                                                                • Slide Number 59
                                                                  Online Retail Visits on Cyber Monday
                                                                  Desktop44
                                                                  Mobile Web27
                                                                  Mobile App29
                                                                  Desktop
                                                                  Mobile Web
                                                                  Mobile App
                                                                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                  1 Input category names dates and data into CHART DATA section below
                                                                  (if your s arent s first change the cell format to numbers)
                                                                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                  3 Make other formatting changes as desired to make chart fit your needs
                                                                  4 Use color for emphasis
                                                                  CHART DATA
                                                                  2011201220132014201520162020
                                                                  CAT1222730344046
                                                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                  CHART DATA
                                                                  AugSeptOctNov20192020
                                                                  CAT11018104110081071095096
                                                                  CAT2810820830840850860
                                                                  CAT3710720730740750760
                                                                  CAT4610620630640650660
                                                                  CAT5510520530540550560
                                                                  CAT6410420430440450460
                                                                  CAT7310320330340350360
                                                                  CAT8210220230240250260
                                                                  CAT9110120130140150160
                                                                  CAT10102030405060
                                                                  INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                  CHART DATA
                                                                  20142015
                                                                  CAT1900950
                                                                  CAT2800850
                                                                  CAT3700750
                                                                  CAT4600650
                                                                  CAT5500550
                                                                  CAT6400450
                                                                  CAT7300350
                                                                  CAT8200250
                                                                  CAT9100150
                                                                  CAT100050
                                                                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                  CHART DATA
                                                                  2Election Day1Cyber SundayCyber Monday20192020
                                                                  Mobile Share of Online Orders5348504841950960
                                                                  CAT2800810820830840850860
                                                                  CAT3700710720730740750760
                                                                  CAT4600610620630640650660
                                                                  CAT5500510520530540550560
                                                                  CAT6400410420430440450460
                                                                  CAT7300310320330340350360
                                                                  CAT8200210220230240250260
                                                                  CAT9100110120130140150160
                                                                  CAT1000102030405060
                                                                  INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                  CHART DATA
                                                                  Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                                  Mobile Share of Online Orders5348504841950960
                                                                  CAT2800810820830840850860
                                                                  CAT3700710720730740750760
                                                                  CAT4600610620630640650660
                                                                  CAT5500510520530540550560
                                                                  CAT6400410420430440450460
                                                                  CAT7300310320330340350360
                                                                  CAT8200210220230240250260
                                                                  CAT9100110120130140150160
                                                                  CAT1000102030405060
                                                                  INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                                  CHART DATA 1
                                                                  CAT1Cyber MondayBlack FridayThanksgiving
                                                                  Pure Play393225
                                                                  Multichannel616875
                                                                  CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                                  AB
                                                                  CAT11010
                                                                  CAT21010
                                                                  CAT31010
                                                                  CAT41010
                                                                  CAT51010
                                                                  CAT61010
                                                                  CAT71010
                                                                  CAT81010
                                                                  CAT91010
                                                                  CAT101010

                                                                  Election impact

                                                                  Step by step instructions on how to edit a Horizontal Bar
                                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                  1) Start data entry at CAT1
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  4) Turn onoff Series Categories as required
                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                  Election impact

                                                                  Cyber Monday
                                                                  Black Friday
                                                                  Source comScore Percent share of desktop ecommerce
                                                                  Pure Play
                                                                  Multichannel

                                                                  Slope Graph

                                                                  B
                                                                  Chart title here (Unit value here)
                                                                  A
                                                                  CAT1
                                                                  CAT2
                                                                  CAT3
                                                                  CAT4
                                                                  CAT5
                                                                  CAT6
                                                                  CAT7
                                                                  CAT8
                                                                  CAT9
                                                                  CAT10
                                                                  [VALUE]

                                                                  Consumer Confidence

                                                                  Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                                  2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                                  1) Start data entry at cell I19
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  4) Turn onoff Categories as required
                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                  Consumer Confidence

                                                                  Source Channel Advisor
                                                                  Mobile Share of Online Orders

                                                                  Vertical bar

                                                                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                  1) Start data entry at CAT1
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  7) Change Number Category from Percentage to Number
                                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                  4) Turn onoff Series Categories as required
                                                                  8) Press Reset on the maximum bounds number
                                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                                  Do this by clicking once then a second time this will select a single data label
                                                                  5) Delete all data labels leaving only the first and last
                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                  Vertical bar

                                                                  Source Hooklogic
                                                                  Mobile Share of Online Orders
                                                                  Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                  1) Start data entry at CAT1
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  7) Change Number Category from Percentage to Number
                                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                  4) Turn onoff Series Categories as required
                                                                  8) Press Reset on the maximum bounds number
                                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                                  Do this by clicking once then a second time this will select a single data label
                                                                  5) Delete all data labels leaving only the first and last
                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                  Chart title here (Unit value here)
                                                                  CAT1
                                                                  CAT2
                                                                  CAT3
                                                                  CAT4
                                                                  CAT5
                                                                  CAT6
                                                                  CAT7
                                                                  CAT8
                                                                  CAT9
                                                                  CAT10
                                                                  CAT1
                                                                  CAT2
                                                                  CAT3
                                                                  CAT4
                                                                  CAT5
                                                                  CAT6
                                                                  CAT7
                                                                  CAT8
                                                                  CAT9
                                                                  CAT10
                                                                  Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                  1) Start data entry at CAT1
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  6) Change Number Category from Percentage to Number
                                                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                  4) Turn onoff Series Categories as required
                                                                  7) Press Reset on the maximum bounds number
                                                                  8) change Units-Major value to match the Bounds-Maximum value
                                                                  3) Select chart and click on the top right + (Chart Elements)
                                                                  4) Turn on Primary Vertical
                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                  Source The Conference Board
                                                                  CAT1
                                                                  []
                                                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                  1) Start data entry at CAT1
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  7) Change Number Category from Percentage to Number
                                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                  4) Turn onoff Series Categories as required
                                                                  8) Press Reset on the maximum bounds number
                                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                                  Do this by clicking once then a second time this will select a single data label
                                                                  5) Delete all data labels leaving only the first and last
                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                  Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                  CAT1
                                                                  Step by step instructions on how to edit a Vertical Bar
                                                                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                  1) Start data entry at CAT1
                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                  4) Turn onoff Categories as required

                                                                  copy 2016 eMarketer Inc

                                                                  hellip But in-store retail sales still fell

                                                                  -50net sales on Thanksgiving Day and Black Friday

                                                                  Source RetailNext Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Amazon Prime members are increasingly skipping Black Friday crowds

                                                                  6559

                                                                  0

                                                                  100

                                                                  2015 2016

                                                                  Prime Members Who Will Shop in Stores on Black Friday

                                                                  Source InfoScout Nov 26 survey of Prime members

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                  44 of consumers

                                                                  shopped online

                                                                  40 of consumers

                                                                  shopped in-store

                                                                  Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Thanksgiving Weekend online sales went up sharply

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                  SeptemberndashNovember economic performance

                                                                  Election effect

                                                                  Thanksgiving and Cyber Week

                                                                  Total Retail Ecommerce

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Big Retailers Launch Online Counterattack

                                                                  copy 2016 eMarketer Inc

                                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                  2227 30 34

                                                                  4046

                                                                  0

                                                                  100

                                                                  2011 2012 2013 2014 2015 2016

                                                                  Amazonrsquos Share of Retail Ecommerce Sales

                                                                  Source Institute for Local Self-Reliance

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Amazon is becoming a leading product search engine for mobile shoppers

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                  Amazon accounted for at least

                                                                  37 of US ecommerce sales from November 24ndash28

                                                                  Source Internet Retailer Nov 29 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                  Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                  More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                  More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                  Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                  More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  While digital spending went up total ad spending by big retailers went down

                                                                  -9drop in overall retailer ad spending in the four weeks

                                                                  ending on November 27Source Kantar Media Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                  39 in October 2016 to 45 in November 2016

                                                                  Amazon stayed flat albeit at a higher level

                                                                  Source Bain amp Company Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                  39

                                                                  32

                                                                  25

                                                                  61

                                                                  68

                                                                  75

                                                                  0 100Pure Play Multichannel

                                                                  Cyber Monday

                                                                  Black Friday

                                                                  Percent share of desktop ecommerce

                                                                  Thanksgiving

                                                                  43

                                                                  27

                                                                  17

                                                                  57

                                                                  73

                                                                  83

                                                                  0 100Pure Play Multichannel

                                                                  Cyber Monday

                                                                  Black Friday

                                                                  Percent share of desktop ecommerce

                                                                  Thanksgiving

                                                                  2015 2016

                                                                  Source comScore Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Thanksgiving Promotions Starting Earlier and Ending

                                                                  Later

                                                                  copy 2016 eMarketer Inc

                                                                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                  (pre-Black Friday Sale)

                                                                  BLACKFRIDAY(select deals)

                                                                  Image Creative commons

                                                                  November 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  lsquoThanksgiving Eversquo is becoming a bigger event

                                                                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                  The peak online shopping hour on Cyber Monday

                                                                  NetElixir 7-8pm Hooklogic 8-9pm

                                                                  Bloomreach 630pm

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Mobile Commerce Revolution Continues

                                                                  copy 2016 eMarketer Inc

                                                                  US retail mcommerce sales are expected to accelerate in 2016

                                                                  Mcommerce sales will rise 432 in 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  The largest part of mcommerce growth will come from purchases via smartphones

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                  26

                                                                  41

                                                                  29

                                                                  0

                                                                  50

                                                                  Thanksgiving Day Black Friday Cyber Monday

                                                                  Mcommerce Sales Growth 2015ndash2016

                                                                  Source comScore Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                  5350 52 51

                                                                  43

                                                                  0

                                                                  100Mobile Share of Unique

                                                                  User Visits

                                                                  Source Hooklogic Nov 2016

                                                                  5755 59 58

                                                                  47

                                                                  0

                                                                  100Mobile Share of Visits

                                                                  Source NetElixir Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                                  Source ComScore Dec 2016

                                                                  eMwebinar

                                                                  Chart1

                                                                  Online Retail Visits on Cyber Monday
                                                                  044
                                                                  027
                                                                  029

                                                                  Sheet1

                                                                  copy 2016 eMarketer Inc

                                                                  Mobile performance was up across the board

                                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                  Smartphone conversion rates up 53

                                                                  Average order value up 29

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Product Trends

                                                                  copy 2016 eMarketer Inc

                                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                  26

                                                                  3639

                                                                  43

                                                                  0

                                                                  50

                                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                  Source Branding Brand Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                                  53 year-over-year increase in online purchases of shoes

                                                                  Source comScore Dec 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Top 10 toy searches on Hooklogic retailer sites

                                                                  1 Hatchimals

                                                                  2 Nintendo

                                                                  3 Shopkins

                                                                  4 Lego

                                                                  5 Paw Patrol

                                                                  6 NES Classic Edition

                                                                  7 PokeacutemonPokeacutemon cards

                                                                  8 Barbie

                                                                  9 Our Generation

                                                                  10 Xbox One

                                                                  Source Hooklogic

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Expectations for the Rest of the Season

                                                                  copy 2016 eMarketer Inc

                                                                  Impact of competitive discounting on holiday ecommerce

                                                                  SalesTrafficMargins

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                  9 of shoppers had completed their shopping by the start

                                                                  of Cyber Monday down from 11 in 2015

                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                  up from 19 in 2015

                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                  eMwebinar

                                                                  copy 2016 eMarketer Inc

                                                                  Recap

                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                  and a 33 gain for total retail sales looks to be on target

                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                  eMwebinar

                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                  - Max Levchin Founder

                                                                  54

                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                  $1500M ODERN COUCH

                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                  $51671mo for 3 months

                                                                  $26477mo for 6 months

                                                                  $13892mo for 12 months

                                                                  55

                                                                  Affirm builds trust through transparency

                                                                  Modern financing delivers results for retailers

                                                                  Source Affirm Merchant Case Study March 2016

                                                                  57

                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                  $2000+ bikes for full price ldquo

                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                  - Graham Stanton President and co-founder of Peloton

                                                                  aff i rmcombusiness

                                                                  copy 2016 eMarketer Inc

                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                  QampA Session

                                                                  Made possible by

                                                                  You will receive an email tomorrow with a link to view the

                                                                  deck and webinar recording

                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                  Yory Wurmser

                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                  Recap

                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                  Performance Marketing in Retail

                                                                  • Slide Number 1
                                                                  • Agenda
                                                                  • Slide Number 3
                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                  • Short Answer
                                                                  • Longer Answer A lot has happened since September
                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                  • Consumer confidence rebounded strongly in November
                                                                  • 2 Online shopping around the election was depressed
                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                  • hellip But in-store retail sales still fell
                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                  • Slide Number 20
                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                  • Slide Number 30
                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                  • Slide Number 35
                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                  • Mobile performance was up across the board
                                                                  • Slide Number 43
                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                  • Slide Number 47
                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                  • Recap
                                                                  • Slide Number 53
                                                                  • Slide Number 54
                                                                  • Slide Number 55
                                                                  • Slide Number 56
                                                                  • Slide Number 57
                                                                  • Slide Number 58
                                                                  • Slide Number 59
                                                                    Online Retail Visits on Cyber Monday
                                                                    Desktop44
                                                                    Mobile Web27
                                                                    Mobile App29
                                                                    Desktop
                                                                    Mobile Web
                                                                    Mobile App
                                                                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                    1 Input category names dates and data into CHART DATA section below
                                                                    (if your s arent s first change the cell format to numbers)
                                                                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                    3 Make other formatting changes as desired to make chart fit your needs
                                                                    4 Use color for emphasis
                                                                    CHART DATA
                                                                    2011201220132014201520162020
                                                                    CAT1222730344046
                                                                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                    CHART DATA
                                                                    AugSeptOctNov20192020
                                                                    CAT11018104110081071095096
                                                                    CAT2810820830840850860
                                                                    CAT3710720730740750760
                                                                    CAT4610620630640650660
                                                                    CAT5510520530540550560
                                                                    CAT6410420430440450460
                                                                    CAT7310320330340350360
                                                                    CAT8210220230240250260
                                                                    CAT9110120130140150160
                                                                    CAT10102030405060
                                                                    INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                    CHART DATA
                                                                    20142015
                                                                    CAT1900950
                                                                    CAT2800850
                                                                    CAT3700750
                                                                    CAT4600650
                                                                    CAT5500550
                                                                    CAT6400450
                                                                    CAT7300350
                                                                    CAT8200250
                                                                    CAT9100150
                                                                    CAT100050
                                                                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                    CHART DATA
                                                                    2Election Day1Cyber SundayCyber Monday20192020
                                                                    Mobile Share of Online Orders5348504841950960
                                                                    CAT2800810820830840850860
                                                                    CAT3700710720730740750760
                                                                    CAT4600610620630640650660
                                                                    CAT5500510520530540550560
                                                                    CAT6400410420430440450460
                                                                    CAT7300310320330340350360
                                                                    CAT8200210220230240250260
                                                                    CAT9100110120130140150160
                                                                    CAT1000102030405060
                                                                    INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                    CHART DATA
                                                                    Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                                    Mobile Share of Online Orders5348504841950960
                                                                    CAT2800810820830840850860
                                                                    CAT3700710720730740750760
                                                                    CAT4600610620630640650660
                                                                    CAT5500510520530540550560
                                                                    CAT6400410420430440450460
                                                                    CAT7300310320330340350360
                                                                    CAT8200210220230240250260
                                                                    CAT9100110120130140150160
                                                                    CAT1000102030405060
                                                                    INSTRUCTIONSCHART 1 STACKED HORIZONTAL BAR CHARTHOW TO EDIT STACKED HORIZONTAL BAR CHART
                                                                    CHART DATA 1
                                                                    CAT1Cyber MondayBlack FridayThanksgiving
                                                                    Pure Play393225
                                                                    Multichannel616875
                                                                    CHART DATA 2CHART 2 MULTI STACKED HORIZONTAL BARCHART
                                                                    AB
                                                                    CAT11010
                                                                    CAT21010
                                                                    CAT31010
                                                                    CAT41010
                                                                    CAT51010
                                                                    CAT61010
                                                                    CAT71010
                                                                    CAT81010
                                                                    CAT91010
                                                                    CAT101010

                                                                    Election impact

                                                                    Cyber Monday
                                                                    Black Friday
                                                                    Source comScore Percent share of desktop ecommerce
                                                                    Pure Play
                                                                    Multichannel

                                                                    Slope Graph

                                                                    B
                                                                    Chart title here (Unit value here)
                                                                    A
                                                                    CAT1
                                                                    CAT2
                                                                    CAT3
                                                                    CAT4
                                                                    CAT5
                                                                    CAT6
                                                                    CAT7
                                                                    CAT8
                                                                    CAT9
                                                                    CAT10
                                                                    [VALUE]

                                                                    Consumer Confidence

                                                                    Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                                    2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                                    1) Start data entry at cell I19
                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                    4) Turn onoff Categories as required
                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                    Consumer Confidence

                                                                    Source Channel Advisor
                                                                    Mobile Share of Online Orders

                                                                    Vertical bar

                                                                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                    1) Start data entry at CAT1
                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                    7) Change Number Category from Percentage to Number
                                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                    4) Turn onoff Series Categories as required
                                                                    8) Press Reset on the maximum bounds number
                                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                                    Do this by clicking once then a second time this will select a single data label
                                                                    5) Delete all data labels leaving only the first and last
                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                    Vertical bar

                                                                    Source Hooklogic
                                                                    Mobile Share of Online Orders
                                                                    Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                    1) Start data entry at CAT1
                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                    7) Change Number Category from Percentage to Number
                                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                    4) Turn onoff Series Categories as required
                                                                    8) Press Reset on the maximum bounds number
                                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                                    Do this by clicking once then a second time this will select a single data label
                                                                    5) Delete all data labels leaving only the first and last
                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                    Chart title here (Unit value here)
                                                                    CAT1
                                                                    CAT2
                                                                    CAT3
                                                                    CAT4
                                                                    CAT5
                                                                    CAT6
                                                                    CAT7
                                                                    CAT8
                                                                    CAT9
                                                                    CAT10
                                                                    CAT1
                                                                    CAT2
                                                                    CAT3
                                                                    CAT4
                                                                    CAT5
                                                                    CAT6
                                                                    CAT7
                                                                    CAT8
                                                                    CAT9
                                                                    CAT10
                                                                    Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                    1) Start data entry at CAT1
                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                    6) Change Number Category from Percentage to Number
                                                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                    4) Turn onoff Series Categories as required
                                                                    7) Press Reset on the maximum bounds number
                                                                    8) change Units-Major value to match the Bounds-Maximum value
                                                                    3) Select chart and click on the top right + (Chart Elements)
                                                                    4) Turn on Primary Vertical
                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                    Source The Conference Board
                                                                    CAT1
                                                                    []
                                                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                    1) Start data entry at CAT1
                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                    7) Change Number Category from Percentage to Number
                                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                    4) Turn onoff Series Categories as required
                                                                    8) Press Reset on the maximum bounds number
                                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                                    Do this by clicking once then a second time this will select a single data label
                                                                    5) Delete all data labels leaving only the first and last
                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                    Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                    CAT1
                                                                    Step by step instructions on how to edit a Vertical Bar
                                                                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                    1) Start data entry at CAT1
                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                    4) Turn onoff Categories as required

                                                                    copy 2016 eMarketer Inc

                                                                    hellip But in-store retail sales still fell

                                                                    -50net sales on Thanksgiving Day and Black Friday

                                                                    Source RetailNext Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Amazon Prime members are increasingly skipping Black Friday crowds

                                                                    6559

                                                                    0

                                                                    100

                                                                    2015 2016

                                                                    Prime Members Who Will Shop in Stores on Black Friday

                                                                    Source InfoScout Nov 26 survey of Prime members

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                    44 of consumers

                                                                    shopped online

                                                                    40 of consumers

                                                                    shopped in-store

                                                                    Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Thanksgiving Weekend online sales went up sharply

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                    SeptemberndashNovember economic performance

                                                                    Election effect

                                                                    Thanksgiving and Cyber Week

                                                                    Total Retail Ecommerce

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Big Retailers Launch Online Counterattack

                                                                    copy 2016 eMarketer Inc

                                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                    2227 30 34

                                                                    4046

                                                                    0

                                                                    100

                                                                    2011 2012 2013 2014 2015 2016

                                                                    Amazonrsquos Share of Retail Ecommerce Sales

                                                                    Source Institute for Local Self-Reliance

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Amazon is becoming a leading product search engine for mobile shoppers

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                    Amazon accounted for at least

                                                                    37 of US ecommerce sales from November 24ndash28

                                                                    Source Internet Retailer Nov 29 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                    Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    While digital spending went up total ad spending by big retailers went down

                                                                    -9drop in overall retailer ad spending in the four weeks

                                                                    ending on November 27Source Kantar Media Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                    39 in October 2016 to 45 in November 2016

                                                                    Amazon stayed flat albeit at a higher level

                                                                    Source Bain amp Company Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                    39

                                                                    32

                                                                    25

                                                                    61

                                                                    68

                                                                    75

                                                                    0 100Pure Play Multichannel

                                                                    Cyber Monday

                                                                    Black Friday

                                                                    Percent share of desktop ecommerce

                                                                    Thanksgiving

                                                                    43

                                                                    27

                                                                    17

                                                                    57

                                                                    73

                                                                    83

                                                                    0 100Pure Play Multichannel

                                                                    Cyber Monday

                                                                    Black Friday

                                                                    Percent share of desktop ecommerce

                                                                    Thanksgiving

                                                                    2015 2016

                                                                    Source comScore Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Thanksgiving Promotions Starting Earlier and Ending

                                                                    Later

                                                                    copy 2016 eMarketer Inc

                                                                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                    (pre-Black Friday Sale)

                                                                    BLACKFRIDAY(select deals)

                                                                    Image Creative commons

                                                                    November 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    lsquoThanksgiving Eversquo is becoming a bigger event

                                                                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                    The peak online shopping hour on Cyber Monday

                                                                    NetElixir 7-8pm Hooklogic 8-9pm

                                                                    Bloomreach 630pm

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Mobile Commerce Revolution Continues

                                                                    copy 2016 eMarketer Inc

                                                                    US retail mcommerce sales are expected to accelerate in 2016

                                                                    Mcommerce sales will rise 432 in 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    The largest part of mcommerce growth will come from purchases via smartphones

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                    26

                                                                    41

                                                                    29

                                                                    0

                                                                    50

                                                                    Thanksgiving Day Black Friday Cyber Monday

                                                                    Mcommerce Sales Growth 2015ndash2016

                                                                    Source comScore Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                    5350 52 51

                                                                    43

                                                                    0

                                                                    100Mobile Share of Unique

                                                                    User Visits

                                                                    Source Hooklogic Nov 2016

                                                                    5755 59 58

                                                                    47

                                                                    0

                                                                    100Mobile Share of Visits

                                                                    Source NetElixir Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                                                    Source ComScore Dec 2016

                                                                    eMwebinar

                                                                    Chart1

                                                                    Online Retail Visits on Cyber Monday
                                                                    044
                                                                    027
                                                                    029

                                                                    Sheet1

                                                                    copy 2016 eMarketer Inc

                                                                    Mobile performance was up across the board

                                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                    Smartphone conversion rates up 53

                                                                    Average order value up 29

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Product Trends

                                                                    copy 2016 eMarketer Inc

                                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                    26

                                                                    3639

                                                                    43

                                                                    0

                                                                    50

                                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                    Source Branding Brand Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                                    53 year-over-year increase in online purchases of shoes

                                                                    Source comScore Dec 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Top 10 toy searches on Hooklogic retailer sites

                                                                    1 Hatchimals

                                                                    2 Nintendo

                                                                    3 Shopkins

                                                                    4 Lego

                                                                    5 Paw Patrol

                                                                    6 NES Classic Edition

                                                                    7 PokeacutemonPokeacutemon cards

                                                                    8 Barbie

                                                                    9 Our Generation

                                                                    10 Xbox One

                                                                    Source Hooklogic

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Expectations for the Rest of the Season

                                                                    copy 2016 eMarketer Inc

                                                                    Impact of competitive discounting on holiday ecommerce

                                                                    SalesTrafficMargins

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                    9 of shoppers had completed their shopping by the start

                                                                    of Cyber Monday down from 11 in 2015

                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                    up from 19 in 2015

                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                    eMwebinar

                                                                    copy 2016 eMarketer Inc

                                                                    Recap

                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                    and a 33 gain for total retail sales looks to be on target

                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                    eMwebinar

                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                    - Max Levchin Founder

                                                                    54

                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                    $1500M ODERN COUCH

                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                    $51671mo for 3 months

                                                                    $26477mo for 6 months

                                                                    $13892mo for 12 months

                                                                    55

                                                                    Affirm builds trust through transparency

                                                                    Modern financing delivers results for retailers

                                                                    Source Affirm Merchant Case Study March 2016

                                                                    57

                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                    $2000+ bikes for full price ldquo

                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                    - Graham Stanton President and co-founder of Peloton

                                                                    aff i rmcombusiness

                                                                    copy 2016 eMarketer Inc

                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                    QampA Session

                                                                    Made possible by

                                                                    You will receive an email tomorrow with a link to view the

                                                                    deck and webinar recording

                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                    Yory Wurmser

                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                    Recap

                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                    Performance Marketing in Retail

                                                                    • Slide Number 1
                                                                    • Agenda
                                                                    • Slide Number 3
                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                    • Short Answer
                                                                    • Longer Answer A lot has happened since September
                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                    • Consumer confidence rebounded strongly in November
                                                                    • 2 Online shopping around the election was depressed
                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                    • hellip But in-store retail sales still fell
                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                    • Slide Number 20
                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                    • Slide Number 30
                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                    • Slide Number 35
                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                    • Mobile performance was up across the board
                                                                    • Slide Number 43
                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                    • Slide Number 47
                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                    • Recap
                                                                    • Slide Number 53
                                                                    • Slide Number 54
                                                                    • Slide Number 55
                                                                    • Slide Number 56
                                                                    • Slide Number 57
                                                                    • Slide Number 58
                                                                    • Slide Number 59
                                                                      Online Retail Visits on Cyber Monday
                                                                      Desktop44
                                                                      Mobile Web27
                                                                      Mobile App29
                                                                      Desktop
                                                                      Mobile Web
                                                                      Mobile App
                                                                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                      1 Input category names dates and data into CHART DATA section below
                                                                      (if your s arent s first change the cell format to numbers)
                                                                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                      3 Make other formatting changes as desired to make chart fit your needs
                                                                      4 Use color for emphasis
                                                                      CHART DATA
                                                                      2011201220132014201520162020
                                                                      CAT1222730344046
                                                                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                      CHART DATA
                                                                      AugSeptOctNov20192020
                                                                      CAT11018104110081071095096
                                                                      CAT2810820830840850860
                                                                      CAT3710720730740750760
                                                                      CAT4610620630640650660
                                                                      CAT5510520530540550560
                                                                      CAT6410420430440450460
                                                                      CAT7310320330340350360
                                                                      CAT8210220230240250260
                                                                      CAT9110120130140150160
                                                                      CAT10102030405060
                                                                      INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                      CHART DATA
                                                                      20142015
                                                                      CAT1900950
                                                                      CAT2800850
                                                                      CAT3700750
                                                                      CAT4600650
                                                                      CAT5500550
                                                                      CAT6400450
                                                                      CAT7300350
                                                                      CAT8200250
                                                                      CAT9100150
                                                                      CAT100050
                                                                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                      CHART DATA
                                                                      2Election Day1Cyber SundayCyber Monday20192020
                                                                      Mobile Share of Online Orders5348504841950960
                                                                      CAT2800810820830840850860
                                                                      CAT3700710720730740750760
                                                                      CAT4600610620630640650660
                                                                      CAT5500510520530540550560
                                                                      CAT6400410420430440450460
                                                                      CAT7300310320330340350360
                                                                      CAT8200210220230240250260
                                                                      CAT9100110120130140150160
                                                                      CAT1000102030405060
                                                                      INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                      CHART DATA
                                                                      Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                                      Mobile Share of Online Orders5348504841950960
                                                                      CAT2800810820830840850860
                                                                      CAT3700710720730740750760
                                                                      CAT4600610620630640650660
                                                                      CAT5500510520530540550560
                                                                      CAT6400410420430440450460
                                                                      CAT7300310320330340350360
                                                                      CAT8200210220230240250260
                                                                      CAT9100110120130140150160
                                                                      CAT1000102030405060

                                                                      Slope Graph

                                                                      B
                                                                      Chart title here (Unit value here)
                                                                      A
                                                                      CAT1
                                                                      CAT2
                                                                      CAT3
                                                                      CAT4
                                                                      CAT5
                                                                      CAT6
                                                                      CAT7
                                                                      CAT8
                                                                      CAT9
                                                                      CAT10
                                                                      [VALUE]

                                                                      Consumer Confidence

                                                                      Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                                      2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                                      1) Start data entry at cell I19
                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                      4) Turn onoff Categories as required
                                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                      Consumer Confidence

                                                                      Source Channel Advisor
                                                                      Mobile Share of Online Orders

                                                                      Vertical bar

                                                                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                      1) Start data entry at CAT1
                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                      7) Change Number Category from Percentage to Number
                                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                      4) Turn onoff Series Categories as required
                                                                      8) Press Reset on the maximum bounds number
                                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                                      Do this by clicking once then a second time this will select a single data label
                                                                      5) Delete all data labels leaving only the first and last
                                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                      Vertical bar

                                                                      Source Hooklogic
                                                                      Mobile Share of Online Orders
                                                                      Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                      1) Start data entry at CAT1
                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                      7) Change Number Category from Percentage to Number
                                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                      4) Turn onoff Series Categories as required
                                                                      8) Press Reset on the maximum bounds number
                                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                                      Do this by clicking once then a second time this will select a single data label
                                                                      5) Delete all data labels leaving only the first and last
                                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                      Chart title here (Unit value here)
                                                                      CAT1
                                                                      CAT2
                                                                      CAT3
                                                                      CAT4
                                                                      CAT5
                                                                      CAT6
                                                                      CAT7
                                                                      CAT8
                                                                      CAT9
                                                                      CAT10
                                                                      CAT1
                                                                      CAT2
                                                                      CAT3
                                                                      CAT4
                                                                      CAT5
                                                                      CAT6
                                                                      CAT7
                                                                      CAT8
                                                                      CAT9
                                                                      CAT10
                                                                      Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                      2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                      1) Start data entry at CAT1
                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                      9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                      6) Change Number Category from Percentage to Number
                                                                      5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                      4) Turn onoff Series Categories as required
                                                                      7) Press Reset on the maximum bounds number
                                                                      8) change Units-Major value to match the Bounds-Maximum value
                                                                      3) Select chart and click on the top right + (Chart Elements)
                                                                      4) Turn on Primary Vertical
                                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                      Source The Conference Board
                                                                      CAT1
                                                                      []
                                                                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                      1) Start data entry at CAT1
                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                      7) Change Number Category from Percentage to Number
                                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                      4) Turn onoff Series Categories as required
                                                                      8) Press Reset on the maximum bounds number
                                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                                      Do this by clicking once then a second time this will select a single data label
                                                                      5) Delete all data labels leaving only the first and last
                                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                      Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                      CAT1
                                                                      Step by step instructions on how to edit a Vertical Bar
                                                                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                      1) Start data entry at CAT1
                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                      4) Turn onoff Categories as required

                                                                      copy 2016 eMarketer Inc

                                                                      hellip But in-store retail sales still fell

                                                                      -50net sales on Thanksgiving Day and Black Friday

                                                                      Source RetailNext Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Amazon Prime members are increasingly skipping Black Friday crowds

                                                                      6559

                                                                      0

                                                                      100

                                                                      2015 2016

                                                                      Prime Members Who Will Shop in Stores on Black Friday

                                                                      Source InfoScout Nov 26 survey of Prime members

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                      44 of consumers

                                                                      shopped online

                                                                      40 of consumers

                                                                      shopped in-store

                                                                      Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Thanksgiving Weekend online sales went up sharply

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                      SeptemberndashNovember economic performance

                                                                      Election effect

                                                                      Thanksgiving and Cyber Week

                                                                      Total Retail Ecommerce

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Big Retailers Launch Online Counterattack

                                                                      copy 2016 eMarketer Inc

                                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                      2227 30 34

                                                                      4046

                                                                      0

                                                                      100

                                                                      2011 2012 2013 2014 2015 2016

                                                                      Amazonrsquos Share of Retail Ecommerce Sales

                                                                      Source Institute for Local Self-Reliance

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Amazon is becoming a leading product search engine for mobile shoppers

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                      Amazon accounted for at least

                                                                      37 of US ecommerce sales from November 24ndash28

                                                                      Source Internet Retailer Nov 29 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                      Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      While digital spending went up total ad spending by big retailers went down

                                                                      -9drop in overall retailer ad spending in the four weeks

                                                                      ending on November 27Source Kantar Media Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                      39 in October 2016 to 45 in November 2016

                                                                      Amazon stayed flat albeit at a higher level

                                                                      Source Bain amp Company Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                      39

                                                                      32

                                                                      25

                                                                      61

                                                                      68

                                                                      75

                                                                      0 100Pure Play Multichannel

                                                                      Cyber Monday

                                                                      Black Friday

                                                                      Percent share of desktop ecommerce

                                                                      Thanksgiving

                                                                      43

                                                                      27

                                                                      17

                                                                      57

                                                                      73

                                                                      83

                                                                      0 100Pure Play Multichannel

                                                                      Cyber Monday

                                                                      Black Friday

                                                                      Percent share of desktop ecommerce

                                                                      Thanksgiving

                                                                      2015 2016

                                                                      Source comScore Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Thanksgiving Promotions Starting Earlier and Ending

                                                                      Later

                                                                      copy 2016 eMarketer Inc

                                                                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                      (pre-Black Friday Sale)

                                                                      BLACKFRIDAY(select deals)

                                                                      Image Creative commons

                                                                      November 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      lsquoThanksgiving Eversquo is becoming a bigger event

                                                                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                      The peak online shopping hour on Cyber Monday

                                                                      NetElixir 7-8pm Hooklogic 8-9pm

                                                                      Bloomreach 630pm

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Mobile Commerce Revolution Continues

                                                                      copy 2016 eMarketer Inc

                                                                      US retail mcommerce sales are expected to accelerate in 2016

                                                                      Mcommerce sales will rise 432 in 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      The largest part of mcommerce growth will come from purchases via smartphones

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                      26

                                                                      41

                                                                      29

                                                                      0

                                                                      50

                                                                      Thanksgiving Day Black Friday Cyber Monday

                                                                      Mcommerce Sales Growth 2015ndash2016

                                                                      Source comScore Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                      5350 52 51

                                                                      43

                                                                      0

                                                                      100Mobile Share of Unique

                                                                      User Visits

                                                                      Source Hooklogic Nov 2016

                                                                      5755 59 58

                                                                      47

                                                                      0

                                                                      100Mobile Share of Visits

                                                                      Source NetElixir Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                                                      Source ComScore Dec 2016

                                                                      eMwebinar

                                                                      Chart1

                                                                      Online Retail Visits on Cyber Monday
                                                                      044
                                                                      027
                                                                      029

                                                                      Sheet1

                                                                      copy 2016 eMarketer Inc

                                                                      Mobile performance was up across the board

                                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                      Smartphone conversion rates up 53

                                                                      Average order value up 29

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Product Trends

                                                                      copy 2016 eMarketer Inc

                                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                      26

                                                                      3639

                                                                      43

                                                                      0

                                                                      50

                                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                      Source Branding Brand Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                                      53 year-over-year increase in online purchases of shoes

                                                                      Source comScore Dec 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Top 10 toy searches on Hooklogic retailer sites

                                                                      1 Hatchimals

                                                                      2 Nintendo

                                                                      3 Shopkins

                                                                      4 Lego

                                                                      5 Paw Patrol

                                                                      6 NES Classic Edition

                                                                      7 PokeacutemonPokeacutemon cards

                                                                      8 Barbie

                                                                      9 Our Generation

                                                                      10 Xbox One

                                                                      Source Hooklogic

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Expectations for the Rest of the Season

                                                                      copy 2016 eMarketer Inc

                                                                      Impact of competitive discounting on holiday ecommerce

                                                                      SalesTrafficMargins

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                      9 of shoppers had completed their shopping by the start

                                                                      of Cyber Monday down from 11 in 2015

                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                      up from 19 in 2015

                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                      eMwebinar

                                                                      copy 2016 eMarketer Inc

                                                                      Recap

                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                      and a 33 gain for total retail sales looks to be on target

                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                      eMwebinar

                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                      - Max Levchin Founder

                                                                      54

                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                      $1500M ODERN COUCH

                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                      $51671mo for 3 months

                                                                      $26477mo for 6 months

                                                                      $13892mo for 12 months

                                                                      55

                                                                      Affirm builds trust through transparency

                                                                      Modern financing delivers results for retailers

                                                                      Source Affirm Merchant Case Study March 2016

                                                                      57

                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                      $2000+ bikes for full price ldquo

                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                      - Graham Stanton President and co-founder of Peloton

                                                                      aff i rmcombusiness

                                                                      copy 2016 eMarketer Inc

                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                      QampA Session

                                                                      Made possible by

                                                                      You will receive an email tomorrow with a link to view the

                                                                      deck and webinar recording

                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                      Yory Wurmser

                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                      Recap

                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                      Performance Marketing in Retail

                                                                      • Slide Number 1
                                                                      • Agenda
                                                                      • Slide Number 3
                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                      • Short Answer
                                                                      • Longer Answer A lot has happened since September
                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                      • Consumer confidence rebounded strongly in November
                                                                      • 2 Online shopping around the election was depressed
                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                      • hellip But in-store retail sales still fell
                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                      • Slide Number 20
                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                      • Slide Number 30
                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                      • Slide Number 35
                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                      • Mobile performance was up across the board
                                                                      • Slide Number 43
                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                      • Slide Number 47
                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                      • Recap
                                                                      • Slide Number 53
                                                                      • Slide Number 54
                                                                      • Slide Number 55
                                                                      • Slide Number 56
                                                                      • Slide Number 57
                                                                      • Slide Number 58
                                                                      • Slide Number 59
                                                                        Online Retail Visits on Cyber Monday
                                                                        Desktop44
                                                                        Mobile Web27
                                                                        Mobile App29
                                                                        Desktop
                                                                        Mobile Web
                                                                        Mobile App
                                                                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                        1 Input category names dates and data into CHART DATA section below
                                                                        (if your s arent s first change the cell format to numbers)
                                                                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                        3 Make other formatting changes as desired to make chart fit your needs
                                                                        4 Use color for emphasis
                                                                        CHART DATA
                                                                        2011201220132014201520162020
                                                                        CAT1222730344046
                                                                        INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                        CHART DATA
                                                                        AugSeptOctNov20192020
                                                                        CAT11018104110081071095096
                                                                        CAT2810820830840850860
                                                                        CAT3710720730740750760
                                                                        CAT4610620630640650660
                                                                        CAT5510520530540550560
                                                                        CAT6410420430440450460
                                                                        CAT7310320330340350360
                                                                        CAT8210220230240250260
                                                                        CAT9110120130140150160
                                                                        CAT10102030405060
                                                                        INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                        CHART DATA
                                                                        20142015
                                                                        CAT1900950
                                                                        CAT2800850
                                                                        CAT3700750
                                                                        CAT4600650
                                                                        CAT5500550
                                                                        CAT6400450
                                                                        CAT7300350
                                                                        CAT8200250
                                                                        CAT9100150
                                                                        CAT100050
                                                                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                        CHART DATA
                                                                        2Election Day1Cyber SundayCyber Monday20192020
                                                                        Mobile Share of Online Orders5348504841950960
                                                                        CAT2800810820830840850860
                                                                        CAT3700710720730740750760
                                                                        CAT4600610620630640650660
                                                                        CAT5500510520530540550560
                                                                        CAT6400410420430440450460
                                                                        CAT7300310320330340350360
                                                                        CAT8200210220230240250260
                                                                        CAT9100110120130140150160
                                                                        CAT1000102030405060
                                                                        INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                        CHART DATA
                                                                        Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                                        Mobile Share of Online Orders5348504841950960
                                                                        CAT2800810820830840850860
                                                                        CAT3700710720730740750760
                                                                        CAT4600610620630640650660
                                                                        CAT5500510520530540550560
                                                                        CAT6400410420430440450460
                                                                        CAT7300310320330340350360
                                                                        CAT8200210220230240250260
                                                                        CAT9100110120130140150160
                                                                        CAT1000102030405060

                                                                        Consumer Confidence

                                                                        Step by step instructions on how to edit a Stacked Horizontal Bar Chart
                                                                        2) If needed change the number of categories see Step 3 Otherwise go to step 5
                                                                        1) Start data entry at cell I19
                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                        4) Turn onoff Categories as required
                                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                        Consumer Confidence

                                                                        Source Channel Advisor
                                                                        Mobile Share of Online Orders

                                                                        Vertical bar

                                                                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                        1) Start data entry at CAT1
                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                        7) Change Number Category from Percentage to Number
                                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                        4) Turn onoff Series Categories as required
                                                                        8) Press Reset on the maximum bounds number
                                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                                        Do this by clicking once then a second time this will select a single data label
                                                                        5) Delete all data labels leaving only the first and last
                                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                        Vertical bar

                                                                        Source Hooklogic
                                                                        Mobile Share of Online Orders
                                                                        Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                        1) Start data entry at CAT1
                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                        7) Change Number Category from Percentage to Number
                                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                        4) Turn onoff Series Categories as required
                                                                        8) Press Reset on the maximum bounds number
                                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                                        Do this by clicking once then a second time this will select a single data label
                                                                        5) Delete all data labels leaving only the first and last
                                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                        Chart title here (Unit value here)
                                                                        CAT1
                                                                        CAT2
                                                                        CAT3
                                                                        CAT4
                                                                        CAT5
                                                                        CAT6
                                                                        CAT7
                                                                        CAT8
                                                                        CAT9
                                                                        CAT10
                                                                        CAT1
                                                                        CAT2
                                                                        CAT3
                                                                        CAT4
                                                                        CAT5
                                                                        CAT6
                                                                        CAT7
                                                                        CAT8
                                                                        CAT9
                                                                        CAT10
                                                                        Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                        2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                        1) Start data entry at CAT1
                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                        9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                        6) Change Number Category from Percentage to Number
                                                                        5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                        4) Turn onoff Series Categories as required
                                                                        7) Press Reset on the maximum bounds number
                                                                        8) change Units-Major value to match the Bounds-Maximum value
                                                                        3) Select chart and click on the top right + (Chart Elements)
                                                                        4) Turn on Primary Vertical
                                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                        Source The Conference Board
                                                                        CAT1
                                                                        []
                                                                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                        1) Start data entry at CAT1
                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                        7) Change Number Category from Percentage to Number
                                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                        4) Turn onoff Series Categories as required
                                                                        8) Press Reset on the maximum bounds number
                                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                                        Do this by clicking once then a second time this will select a single data label
                                                                        5) Delete all data labels leaving only the first and last
                                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                        Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                        CAT1
                                                                        Step by step instructions on how to edit a Vertical Bar
                                                                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                        1) Start data entry at CAT1
                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                        4) Turn onoff Categories as required

                                                                        copy 2016 eMarketer Inc

                                                                        hellip But in-store retail sales still fell

                                                                        -50net sales on Thanksgiving Day and Black Friday

                                                                        Source RetailNext Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Amazon Prime members are increasingly skipping Black Friday crowds

                                                                        6559

                                                                        0

                                                                        100

                                                                        2015 2016

                                                                        Prime Members Who Will Shop in Stores on Black Friday

                                                                        Source InfoScout Nov 26 survey of Prime members

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                        44 of consumers

                                                                        shopped online

                                                                        40 of consumers

                                                                        shopped in-store

                                                                        Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Thanksgiving Weekend online sales went up sharply

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                        SeptemberndashNovember economic performance

                                                                        Election effect

                                                                        Thanksgiving and Cyber Week

                                                                        Total Retail Ecommerce

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Big Retailers Launch Online Counterattack

                                                                        copy 2016 eMarketer Inc

                                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                        2227 30 34

                                                                        4046

                                                                        0

                                                                        100

                                                                        2011 2012 2013 2014 2015 2016

                                                                        Amazonrsquos Share of Retail Ecommerce Sales

                                                                        Source Institute for Local Self-Reliance

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Amazon is becoming a leading product search engine for mobile shoppers

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                        Amazon accounted for at least

                                                                        37 of US ecommerce sales from November 24ndash28

                                                                        Source Internet Retailer Nov 29 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                        Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        While digital spending went up total ad spending by big retailers went down

                                                                        -9drop in overall retailer ad spending in the four weeks

                                                                        ending on November 27Source Kantar Media Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                        39 in October 2016 to 45 in November 2016

                                                                        Amazon stayed flat albeit at a higher level

                                                                        Source Bain amp Company Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                        39

                                                                        32

                                                                        25

                                                                        61

                                                                        68

                                                                        75

                                                                        0 100Pure Play Multichannel

                                                                        Cyber Monday

                                                                        Black Friday

                                                                        Percent share of desktop ecommerce

                                                                        Thanksgiving

                                                                        43

                                                                        27

                                                                        17

                                                                        57

                                                                        73

                                                                        83

                                                                        0 100Pure Play Multichannel

                                                                        Cyber Monday

                                                                        Black Friday

                                                                        Percent share of desktop ecommerce

                                                                        Thanksgiving

                                                                        2015 2016

                                                                        Source comScore Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Thanksgiving Promotions Starting Earlier and Ending

                                                                        Later

                                                                        copy 2016 eMarketer Inc

                                                                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                        (pre-Black Friday Sale)

                                                                        BLACKFRIDAY(select deals)

                                                                        Image Creative commons

                                                                        November 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        lsquoThanksgiving Eversquo is becoming a bigger event

                                                                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                        The peak online shopping hour on Cyber Monday

                                                                        NetElixir 7-8pm Hooklogic 8-9pm

                                                                        Bloomreach 630pm

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Mobile Commerce Revolution Continues

                                                                        copy 2016 eMarketer Inc

                                                                        US retail mcommerce sales are expected to accelerate in 2016

                                                                        Mcommerce sales will rise 432 in 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        The largest part of mcommerce growth will come from purchases via smartphones

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                        26

                                                                        41

                                                                        29

                                                                        0

                                                                        50

                                                                        Thanksgiving Day Black Friday Cyber Monday

                                                                        Mcommerce Sales Growth 2015ndash2016

                                                                        Source comScore Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                        5350 52 51

                                                                        43

                                                                        0

                                                                        100Mobile Share of Unique

                                                                        User Visits

                                                                        Source Hooklogic Nov 2016

                                                                        5755 59 58

                                                                        47

                                                                        0

                                                                        100Mobile Share of Visits

                                                                        Source NetElixir Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                                                        Source ComScore Dec 2016

                                                                        eMwebinar

                                                                        Chart1

                                                                        Online Retail Visits on Cyber Monday
                                                                        044
                                                                        027
                                                                        029

                                                                        Sheet1

                                                                        copy 2016 eMarketer Inc

                                                                        Mobile performance was up across the board

                                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                        Smartphone conversion rates up 53

                                                                        Average order value up 29

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Product Trends

                                                                        copy 2016 eMarketer Inc

                                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                        26

                                                                        3639

                                                                        43

                                                                        0

                                                                        50

                                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                        Source Branding Brand Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                                        53 year-over-year increase in online purchases of shoes

                                                                        Source comScore Dec 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Top 10 toy searches on Hooklogic retailer sites

                                                                        1 Hatchimals

                                                                        2 Nintendo

                                                                        3 Shopkins

                                                                        4 Lego

                                                                        5 Paw Patrol

                                                                        6 NES Classic Edition

                                                                        7 PokeacutemonPokeacutemon cards

                                                                        8 Barbie

                                                                        9 Our Generation

                                                                        10 Xbox One

                                                                        Source Hooklogic

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Expectations for the Rest of the Season

                                                                        copy 2016 eMarketer Inc

                                                                        Impact of competitive discounting on holiday ecommerce

                                                                        SalesTrafficMargins

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                        9 of shoppers had completed their shopping by the start

                                                                        of Cyber Monday down from 11 in 2015

                                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                                        up from 19 in 2015

                                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                        eMwebinar

                                                                        copy 2016 eMarketer Inc

                                                                        Recap

                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                        and a 33 gain for total retail sales looks to be on target

                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                        eMwebinar

                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                        - Max Levchin Founder

                                                                        54

                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                        $1500M ODERN COUCH

                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                        $51671mo for 3 months

                                                                        $26477mo for 6 months

                                                                        $13892mo for 12 months

                                                                        55

                                                                        Affirm builds trust through transparency

                                                                        Modern financing delivers results for retailers

                                                                        Source Affirm Merchant Case Study March 2016

                                                                        57

                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                        $2000+ bikes for full price ldquo

                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                        - Graham Stanton President and co-founder of Peloton

                                                                        aff i rmcombusiness

                                                                        copy 2016 eMarketer Inc

                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                        QampA Session

                                                                        Made possible by

                                                                        You will receive an email tomorrow with a link to view the

                                                                        deck and webinar recording

                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                        Yory Wurmser

                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                        Recap

                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                        Performance Marketing in Retail

                                                                        • Slide Number 1
                                                                        • Agenda
                                                                        • Slide Number 3
                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                        • Short Answer
                                                                        • Longer Answer A lot has happened since September
                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                        • Consumer confidence rebounded strongly in November
                                                                        • 2 Online shopping around the election was depressed
                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                        • hellip But in-store retail sales still fell
                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                        • Slide Number 20
                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                        • Slide Number 30
                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                        • Slide Number 35
                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                        • Mobile performance was up across the board
                                                                        • Slide Number 43
                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                        • Slide Number 47
                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                        • Recap
                                                                        • Slide Number 53
                                                                        • Slide Number 54
                                                                        • Slide Number 55
                                                                        • Slide Number 56
                                                                        • Slide Number 57
                                                                        • Slide Number 58
                                                                        • Slide Number 59
                                                                          Online Retail Visits on Cyber Monday
                                                                          Desktop44
                                                                          Mobile Web27
                                                                          Mobile App29
                                                                          Desktop
                                                                          Mobile Web
                                                                          Mobile App
                                                                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                          1 Input category names dates and data into CHART DATA section below
                                                                          (if your s arent s first change the cell format to numbers)
                                                                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                          3 Make other formatting changes as desired to make chart fit your needs
                                                                          4 Use color for emphasis
                                                                          CHART DATA
                                                                          2011201220132014201520162020
                                                                          CAT1222730344046
                                                                          INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                          CHART DATA
                                                                          AugSeptOctNov20192020
                                                                          CAT11018104110081071095096
                                                                          CAT2810820830840850860
                                                                          CAT3710720730740750760
                                                                          CAT4610620630640650660
                                                                          CAT5510520530540550560
                                                                          CAT6410420430440450460
                                                                          CAT7310320330340350360
                                                                          CAT8210220230240250260
                                                                          CAT9110120130140150160
                                                                          CAT10102030405060
                                                                          INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                          CHART DATA
                                                                          20142015
                                                                          CAT1900950
                                                                          CAT2800850
                                                                          CAT3700750
                                                                          CAT4600650
                                                                          CAT5500550
                                                                          CAT6400450
                                                                          CAT7300350
                                                                          CAT8200250
                                                                          CAT9100150
                                                                          CAT100050
                                                                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                          CHART DATA
                                                                          2Election Day1Cyber SundayCyber Monday20192020
                                                                          Mobile Share of Online Orders5348504841950960
                                                                          CAT2800810820830840850860
                                                                          CAT3700710720730740750760
                                                                          CAT4600610620630640650660
                                                                          CAT5500510520530540550560
                                                                          CAT6400410420430440450460
                                                                          CAT7300310320330340350360
                                                                          CAT8200210220230240250260
                                                                          CAT9100110120130140150160
                                                                          CAT1000102030405060
                                                                          INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                          CHART DATA
                                                                          Thanksgiving DayBlack FridayCyber SaturdayCyber SundayCyber Monday20192020
                                                                          Mobile Share of Online Orders5348504841950960
                                                                          CAT2800810820830840850860
                                                                          CAT3700710720730740750760
                                                                          CAT4600610620630640650660
                                                                          CAT5500510520530540550560
                                                                          CAT6400410420430440450460
                                                                          CAT7300310320330340350360
                                                                          CAT8200210220230240250260
                                                                          CAT9100110120130140150160
                                                                          CAT1000102030405060

                                                                          Consumer Confidence

                                                                          Source Channel Advisor
                                                                          Mobile Share of Online Orders

                                                                          Vertical bar

                                                                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                          1) Start data entry at CAT1
                                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                          7) Change Number Category from Percentage to Number
                                                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                          4) Turn onoff Series Categories as required
                                                                          8) Press Reset on the maximum bounds number
                                                                          9) change Units-Major value to match the Bounds-Maximum value
                                                                          Do this by clicking once then a second time this will select a single data label
                                                                          5) Delete all data labels leaving only the first and last
                                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                          Vertical bar

                                                                          Source Hooklogic
                                                                          Mobile Share of Online Orders
                                                                          Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                          1) Start data entry at CAT1
                                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                          7) Change Number Category from Percentage to Number
                                                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                          4) Turn onoff Series Categories as required
                                                                          8) Press Reset on the maximum bounds number
                                                                          9) change Units-Major value to match the Bounds-Maximum value
                                                                          Do this by clicking once then a second time this will select a single data label
                                                                          5) Delete all data labels leaving only the first and last
                                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                          Chart title here (Unit value here)
                                                                          CAT1
                                                                          CAT2
                                                                          CAT3
                                                                          CAT4
                                                                          CAT5
                                                                          CAT6
                                                                          CAT7
                                                                          CAT8
                                                                          CAT9
                                                                          CAT10
                                                                          CAT1
                                                                          CAT2
                                                                          CAT3
                                                                          CAT4
                                                                          CAT5
                                                                          CAT6
                                                                          CAT7
                                                                          CAT8
                                                                          CAT9
                                                                          CAT10
                                                                          Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                          2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                          1) Start data entry at CAT1
                                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                          9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                          6) Change Number Category from Percentage to Number
                                                                          5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                          4) Turn onoff Series Categories as required
                                                                          7) Press Reset on the maximum bounds number
                                                                          8) change Units-Major value to match the Bounds-Maximum value
                                                                          3) Select chart and click on the top right + (Chart Elements)
                                                                          4) Turn on Primary Vertical
                                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                          Source The Conference Board
                                                                          CAT1
                                                                          []
                                                                          Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                          2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                          1) Start data entry at CAT1
                                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                          10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                          7) Change Number Category from Percentage to Number
                                                                          6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                          4) Turn onoff Series Categories as required
                                                                          8) Press Reset on the maximum bounds number
                                                                          9) change Units-Major value to match the Bounds-Maximum value
                                                                          Do this by clicking once then a second time this will select a single data label
                                                                          5) Delete all data labels leaving only the first and last
                                                                          1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                          Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                          CAT1
                                                                          Step by step instructions on how to edit a Vertical Bar
                                                                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                          1) Start data entry at CAT1
                                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                          4) Turn onoff Categories as required

                                                                          copy 2016 eMarketer Inc

                                                                          hellip But in-store retail sales still fell

                                                                          -50net sales on Thanksgiving Day and Black Friday

                                                                          Source RetailNext Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Amazon Prime members are increasingly skipping Black Friday crowds

                                                                          6559

                                                                          0

                                                                          100

                                                                          2015 2016

                                                                          Prime Members Who Will Shop in Stores on Black Friday

                                                                          Source InfoScout Nov 26 survey of Prime members

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                          44 of consumers

                                                                          shopped online

                                                                          40 of consumers

                                                                          shopped in-store

                                                                          Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Thanksgiving Weekend online sales went up sharply

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                          SeptemberndashNovember economic performance

                                                                          Election effect

                                                                          Thanksgiving and Cyber Week

                                                                          Total Retail Ecommerce

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Big Retailers Launch Online Counterattack

                                                                          copy 2016 eMarketer Inc

                                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                          2227 30 34

                                                                          4046

                                                                          0

                                                                          100

                                                                          2011 2012 2013 2014 2015 2016

                                                                          Amazonrsquos Share of Retail Ecommerce Sales

                                                                          Source Institute for Local Self-Reliance

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Amazon is becoming a leading product search engine for mobile shoppers

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                          Amazon accounted for at least

                                                                          37 of US ecommerce sales from November 24ndash28

                                                                          Source Internet Retailer Nov 29 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                          Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          While digital spending went up total ad spending by big retailers went down

                                                                          -9drop in overall retailer ad spending in the four weeks

                                                                          ending on November 27Source Kantar Media Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                          39 in October 2016 to 45 in November 2016

                                                                          Amazon stayed flat albeit at a higher level

                                                                          Source Bain amp Company Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                          39

                                                                          32

                                                                          25

                                                                          61

                                                                          68

                                                                          75

                                                                          0 100Pure Play Multichannel

                                                                          Cyber Monday

                                                                          Black Friday

                                                                          Percent share of desktop ecommerce

                                                                          Thanksgiving

                                                                          43

                                                                          27

                                                                          17

                                                                          57

                                                                          73

                                                                          83

                                                                          0 100Pure Play Multichannel

                                                                          Cyber Monday

                                                                          Black Friday

                                                                          Percent share of desktop ecommerce

                                                                          Thanksgiving

                                                                          2015 2016

                                                                          Source comScore Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Thanksgiving Promotions Starting Earlier and Ending

                                                                          Later

                                                                          copy 2016 eMarketer Inc

                                                                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                          (pre-Black Friday Sale)

                                                                          BLACKFRIDAY(select deals)

                                                                          Image Creative commons

                                                                          November 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          lsquoThanksgiving Eversquo is becoming a bigger event

                                                                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                          The peak online shopping hour on Cyber Monday

                                                                          NetElixir 7-8pm Hooklogic 8-9pm

                                                                          Bloomreach 630pm

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Mobile Commerce Revolution Continues

                                                                          copy 2016 eMarketer Inc

                                                                          US retail mcommerce sales are expected to accelerate in 2016

                                                                          Mcommerce sales will rise 432 in 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          The largest part of mcommerce growth will come from purchases via smartphones

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                          26

                                                                          41

                                                                          29

                                                                          0

                                                                          50

                                                                          Thanksgiving Day Black Friday Cyber Monday

                                                                          Mcommerce Sales Growth 2015ndash2016

                                                                          Source comScore Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                          5350 52 51

                                                                          43

                                                                          0

                                                                          100Mobile Share of Unique

                                                                          User Visits

                                                                          Source Hooklogic Nov 2016

                                                                          5755 59 58

                                                                          47

                                                                          0

                                                                          100Mobile Share of Visits

                                                                          Source NetElixir Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                                                          Source ComScore Dec 2016

                                                                          eMwebinar

                                                                          Chart1

                                                                          Online Retail Visits on Cyber Monday
                                                                          044
                                                                          027
                                                                          029

                                                                          Sheet1

                                                                          copy 2016 eMarketer Inc

                                                                          Mobile performance was up across the board

                                                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                          Smartphone conversion rates up 53

                                                                          Average order value up 29

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Product Trends

                                                                          copy 2016 eMarketer Inc

                                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                          26

                                                                          3639

                                                                          43

                                                                          0

                                                                          50

                                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                          Source Branding Brand Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                                          53 year-over-year increase in online purchases of shoes

                                                                          Source comScore Dec 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Top 10 toy searches on Hooklogic retailer sites

                                                                          1 Hatchimals

                                                                          2 Nintendo

                                                                          3 Shopkins

                                                                          4 Lego

                                                                          5 Paw Patrol

                                                                          6 NES Classic Edition

                                                                          7 PokeacutemonPokeacutemon cards

                                                                          8 Barbie

                                                                          9 Our Generation

                                                                          10 Xbox One

                                                                          Source Hooklogic

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Expectations for the Rest of the Season

                                                                          copy 2016 eMarketer Inc

                                                                          Impact of competitive discounting on holiday ecommerce

                                                                          SalesTrafficMargins

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                          9 of shoppers had completed their shopping by the start

                                                                          of Cyber Monday down from 11 in 2015

                                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                                          up from 19 in 2015

                                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                          eMwebinar

                                                                          copy 2016 eMarketer Inc

                                                                          Recap

                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                          and a 33 gain for total retail sales looks to be on target

                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                          eMwebinar

                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                          - Max Levchin Founder

                                                                          54

                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                          $1500M ODERN COUCH

                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                          $51671mo for 3 months

                                                                          $26477mo for 6 months

                                                                          $13892mo for 12 months

                                                                          55

                                                                          Affirm builds trust through transparency

                                                                          Modern financing delivers results for retailers

                                                                          Source Affirm Merchant Case Study March 2016

                                                                          57

                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                          $2000+ bikes for full price ldquo

                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                          - Graham Stanton President and co-founder of Peloton

                                                                          aff i rmcombusiness

                                                                          copy 2016 eMarketer Inc

                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                          QampA Session

                                                                          Made possible by

                                                                          You will receive an email tomorrow with a link to view the

                                                                          deck and webinar recording

                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                          Yory Wurmser

                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                          Recap

                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                          Performance Marketing in Retail

                                                                          • Slide Number 1
                                                                          • Agenda
                                                                          • Slide Number 3
                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                          • Short Answer
                                                                          • Longer Answer A lot has happened since September
                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                          • Consumer confidence rebounded strongly in November
                                                                          • 2 Online shopping around the election was depressed
                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                          • hellip But in-store retail sales still fell
                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                          • Slide Number 20
                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                          • Slide Number 30
                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                          • Slide Number 35
                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                          • Mobile performance was up across the board
                                                                          • Slide Number 43
                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                          • Slide Number 47
                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                          • Recap
                                                                          • Slide Number 53
                                                                          • Slide Number 54
                                                                          • Slide Number 55
                                                                          • Slide Number 56
                                                                          • Slide Number 57
                                                                          • Slide Number 58
                                                                          • Slide Number 59
                                                                            Online Retail Visits on Cyber Monday
                                                                            Desktop44
                                                                            Mobile Web27
                                                                            Mobile App29
                                                                            Desktop
                                                                            Mobile Web
                                                                            Mobile App
                                                                            INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                            1 Input category names dates and data into CHART DATA section below
                                                                            (if your s arent s first change the cell format to numbers)
                                                                            2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                            3 Make other formatting changes as desired to make chart fit your needs
                                                                            4 Use color for emphasis
                                                                            CHART DATA
                                                                            2011201220132014201520162020
                                                                            CAT1222730344046
                                                                            INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                            CHART DATA
                                                                            AugSeptOctNov20192020
                                                                            CAT11018104110081071095096
                                                                            CAT2810820830840850860
                                                                            CAT3710720730740750760
                                                                            CAT4610620630640650660
                                                                            CAT5510520530540550560
                                                                            CAT6410420430440450460
                                                                            CAT7310320330340350360
                                                                            CAT8210220230240250260
                                                                            CAT9110120130140150160
                                                                            CAT10102030405060
                                                                            INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                            CHART DATA
                                                                            20142015
                                                                            CAT1900950
                                                                            CAT2800850
                                                                            CAT3700750
                                                                            CAT4600650
                                                                            CAT5500550
                                                                            CAT6400450
                                                                            CAT7300350
                                                                            CAT8200250
                                                                            CAT9100150
                                                                            CAT100050
                                                                            INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                            CHART DATA
                                                                            2Election Day1Cyber SundayCyber Monday20192020
                                                                            Mobile Share of Online Orders5348504841950960
                                                                            CAT2800810820830840850860
                                                                            CAT3700710720730740750760
                                                                            CAT4600610620630640650660
                                                                            CAT5500510520530540550560
                                                                            CAT6400410420430440450460
                                                                            CAT7300310320330340350360
                                                                            CAT8200210220230240250260
                                                                            CAT9100110120130140150160
                                                                            CAT1000102030405060

                                                                            Vertical bar

                                                                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                            1) Start data entry at CAT1
                                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                            7) Change Number Category from Percentage to Number
                                                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                            4) Turn onoff Series Categories as required
                                                                            8) Press Reset on the maximum bounds number
                                                                            9) change Units-Major value to match the Bounds-Maximum value
                                                                            Do this by clicking once then a second time this will select a single data label
                                                                            5) Delete all data labels leaving only the first and last
                                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis

                                                                            Vertical bar

                                                                            Source Hooklogic
                                                                            Mobile Share of Online Orders
                                                                            Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                            1) Start data entry at CAT1
                                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                            7) Change Number Category from Percentage to Number
                                                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                            4) Turn onoff Series Categories as required
                                                                            8) Press Reset on the maximum bounds number
                                                                            9) change Units-Major value to match the Bounds-Maximum value
                                                                            Do this by clicking once then a second time this will select a single data label
                                                                            5) Delete all data labels leaving only the first and last
                                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                            Chart title here (Unit value here)
                                                                            CAT1
                                                                            CAT2
                                                                            CAT3
                                                                            CAT4
                                                                            CAT5
                                                                            CAT6
                                                                            CAT7
                                                                            CAT8
                                                                            CAT9
                                                                            CAT10
                                                                            CAT1
                                                                            CAT2
                                                                            CAT3
                                                                            CAT4
                                                                            CAT5
                                                                            CAT6
                                                                            CAT7
                                                                            CAT8
                                                                            CAT9
                                                                            CAT10
                                                                            Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                            2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                            1) Start data entry at CAT1
                                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                            9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                            6) Change Number Category from Percentage to Number
                                                                            5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                            4) Turn onoff Series Categories as required
                                                                            7) Press Reset on the maximum bounds number
                                                                            8) change Units-Major value to match the Bounds-Maximum value
                                                                            3) Select chart and click on the top right + (Chart Elements)
                                                                            4) Turn on Primary Vertical
                                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                            Source The Conference Board
                                                                            CAT1
                                                                            []
                                                                            Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                            2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                            1) Start data entry at CAT1
                                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                            10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                            7) Change Number Category from Percentage to Number
                                                                            6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                            4) Turn onoff Series Categories as required
                                                                            8) Press Reset on the maximum bounds number
                                                                            9) change Units-Major value to match the Bounds-Maximum value
                                                                            Do this by clicking once then a second time this will select a single data label
                                                                            5) Delete all data labels leaving only the first and last
                                                                            1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                            Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                            CAT1
                                                                            Step by step instructions on how to edit a Vertical Bar
                                                                            2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                            1) Start data entry at CAT1
                                                                            3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                            5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                            4) Turn onoff Categories as required

                                                                            copy 2016 eMarketer Inc

                                                                            hellip But in-store retail sales still fell

                                                                            -50net sales on Thanksgiving Day and Black Friday

                                                                            Source RetailNext Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Amazon Prime members are increasingly skipping Black Friday crowds

                                                                            6559

                                                                            0

                                                                            100

                                                                            2015 2016

                                                                            Prime Members Who Will Shop in Stores on Black Friday

                                                                            Source InfoScout Nov 26 survey of Prime members

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                            44 of consumers

                                                                            shopped online

                                                                            40 of consumers

                                                                            shopped in-store

                                                                            Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Thanksgiving Weekend online sales went up sharply

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                            SeptemberndashNovember economic performance

                                                                            Election effect

                                                                            Thanksgiving and Cyber Week

                                                                            Total Retail Ecommerce

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Big Retailers Launch Online Counterattack

                                                                            copy 2016 eMarketer Inc

                                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                            2227 30 34

                                                                            4046

                                                                            0

                                                                            100

                                                                            2011 2012 2013 2014 2015 2016

                                                                            Amazonrsquos Share of Retail Ecommerce Sales

                                                                            Source Institute for Local Self-Reliance

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Amazon is becoming a leading product search engine for mobile shoppers

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                            Amazon accounted for at least

                                                                            37 of US ecommerce sales from November 24ndash28

                                                                            Source Internet Retailer Nov 29 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                            Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            While digital spending went up total ad spending by big retailers went down

                                                                            -9drop in overall retailer ad spending in the four weeks

                                                                            ending on November 27Source Kantar Media Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                            39 in October 2016 to 45 in November 2016

                                                                            Amazon stayed flat albeit at a higher level

                                                                            Source Bain amp Company Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                            39

                                                                            32

                                                                            25

                                                                            61

                                                                            68

                                                                            75

                                                                            0 100Pure Play Multichannel

                                                                            Cyber Monday

                                                                            Black Friday

                                                                            Percent share of desktop ecommerce

                                                                            Thanksgiving

                                                                            43

                                                                            27

                                                                            17

                                                                            57

                                                                            73

                                                                            83

                                                                            0 100Pure Play Multichannel

                                                                            Cyber Monday

                                                                            Black Friday

                                                                            Percent share of desktop ecommerce

                                                                            Thanksgiving

                                                                            2015 2016

                                                                            Source comScore Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Thanksgiving Promotions Starting Earlier and Ending

                                                                            Later

                                                                            copy 2016 eMarketer Inc

                                                                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                            (pre-Black Friday Sale)

                                                                            BLACKFRIDAY(select deals)

                                                                            Image Creative commons

                                                                            November 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            lsquoThanksgiving Eversquo is becoming a bigger event

                                                                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                            The peak online shopping hour on Cyber Monday

                                                                            NetElixir 7-8pm Hooklogic 8-9pm

                                                                            Bloomreach 630pm

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Mobile Commerce Revolution Continues

                                                                            copy 2016 eMarketer Inc

                                                                            US retail mcommerce sales are expected to accelerate in 2016

                                                                            Mcommerce sales will rise 432 in 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            The largest part of mcommerce growth will come from purchases via smartphones

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                            26

                                                                            41

                                                                            29

                                                                            0

                                                                            50

                                                                            Thanksgiving Day Black Friday Cyber Monday

                                                                            Mcommerce Sales Growth 2015ndash2016

                                                                            Source comScore Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                            5350 52 51

                                                                            43

                                                                            0

                                                                            100Mobile Share of Unique

                                                                            User Visits

                                                                            Source Hooklogic Nov 2016

                                                                            5755 59 58

                                                                            47

                                                                            0

                                                                            100Mobile Share of Visits

                                                                            Source NetElixir Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                                                            Source ComScore Dec 2016

                                                                            eMwebinar

                                                                            Chart1

                                                                            Online Retail Visits on Cyber Monday
                                                                            044
                                                                            027
                                                                            029

                                                                            Sheet1

                                                                            copy 2016 eMarketer Inc

                                                                            Mobile performance was up across the board

                                                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                            Smartphone conversion rates up 53

                                                                            Average order value up 29

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Product Trends

                                                                            copy 2016 eMarketer Inc

                                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                            26

                                                                            3639

                                                                            43

                                                                            0

                                                                            50

                                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                            Source Branding Brand Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                                            53 year-over-year increase in online purchases of shoes

                                                                            Source comScore Dec 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Top 10 toy searches on Hooklogic retailer sites

                                                                            1 Hatchimals

                                                                            2 Nintendo

                                                                            3 Shopkins

                                                                            4 Lego

                                                                            5 Paw Patrol

                                                                            6 NES Classic Edition

                                                                            7 PokeacutemonPokeacutemon cards

                                                                            8 Barbie

                                                                            9 Our Generation

                                                                            10 Xbox One

                                                                            Source Hooklogic

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Expectations for the Rest of the Season

                                                                            copy 2016 eMarketer Inc

                                                                            Impact of competitive discounting on holiday ecommerce

                                                                            SalesTrafficMargins

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                            9 of shoppers had completed their shopping by the start

                                                                            of Cyber Monday down from 11 in 2015

                                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                                            up from 19 in 2015

                                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                            eMwebinar

                                                                            copy 2016 eMarketer Inc

                                                                            Recap

                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                            and a 33 gain for total retail sales looks to be on target

                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                            eMwebinar

                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                            - Max Levchin Founder

                                                                            54

                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                            $1500M ODERN COUCH

                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                            $51671mo for 3 months

                                                                            $26477mo for 6 months

                                                                            $13892mo for 12 months

                                                                            55

                                                                            Affirm builds trust through transparency

                                                                            Modern financing delivers results for retailers

                                                                            Source Affirm Merchant Case Study March 2016

                                                                            57

                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                            $2000+ bikes for full price ldquo

                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                            - Graham Stanton President and co-founder of Peloton

                                                                            aff i rmcombusiness

                                                                            copy 2016 eMarketer Inc

                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                            QampA Session

                                                                            Made possible by

                                                                            You will receive an email tomorrow with a link to view the

                                                                            deck and webinar recording

                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                            Yory Wurmser

                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                            Recap

                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                            Performance Marketing in Retail

                                                                            • Slide Number 1
                                                                            • Agenda
                                                                            • Slide Number 3
                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                            • Short Answer
                                                                            • Longer Answer A lot has happened since September
                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                            • Consumer confidence rebounded strongly in November
                                                                            • 2 Online shopping around the election was depressed
                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                            • hellip But in-store retail sales still fell
                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                            • Slide Number 20
                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                            • Slide Number 30
                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                            • Slide Number 35
                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                            • Mobile performance was up across the board
                                                                            • Slide Number 43
                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                            • Slide Number 47
                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                            • Recap
                                                                            • Slide Number 53
                                                                            • Slide Number 54
                                                                            • Slide Number 55
                                                                            • Slide Number 56
                                                                            • Slide Number 57
                                                                            • Slide Number 58
                                                                            • Slide Number 59
                                                                              Online Retail Visits on Cyber Monday
                                                                              Desktop44
                                                                              Mobile Web27
                                                                              Mobile App29
                                                                              Desktop
                                                                              Mobile Web
                                                                              Mobile App
                                                                              INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                              1 Input category names dates and data into CHART DATA section below
                                                                              (if your s arent s first change the cell format to numbers)
                                                                              2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                              3 Make other formatting changes as desired to make chart fit your needs
                                                                              4 Use color for emphasis
                                                                              CHART DATA
                                                                              2011201220132014201520162020
                                                                              CAT1222730344046
                                                                              INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                              CHART DATA
                                                                              AugSeptOctNov20192020
                                                                              CAT11018104110081071095096
                                                                              CAT2810820830840850860
                                                                              CAT3710720730740750760
                                                                              CAT4610620630640650660
                                                                              CAT5510520530540550560
                                                                              CAT6410420430440450460
                                                                              CAT7310320330340350360
                                                                              CAT8210220230240250260
                                                                              CAT9110120130140150160
                                                                              CAT10102030405060
                                                                              INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                              CHART DATA
                                                                              20142015
                                                                              CAT1900950
                                                                              CAT2800850
                                                                              CAT3700750
                                                                              CAT4600650
                                                                              CAT5500550
                                                                              CAT6400450
                                                                              CAT7300350
                                                                              CAT8200250
                                                                              CAT9100150
                                                                              CAT100050
                                                                              INSTRUCTIONSLINE GRAPHHOW TO EDIT LINE GRAPH
                                                                              CHART DATA
                                                                              2Election Day1Cyber SundayCyber Monday20192020
                                                                              Mobile Share of Online Orders5348504841950960
                                                                              CAT2800810820830840850860
                                                                              CAT3700710720730740750760
                                                                              CAT4600610620630640650660
                                                                              CAT5500510520530540550560
                                                                              CAT6400410420430440450460
                                                                              CAT7300310320330340350360
                                                                              CAT8200210220230240250260
                                                                              CAT9100110120130140150160
                                                                              CAT1000102030405060

                                                                              Vertical bar

                                                                              Source Hooklogic
                                                                              Mobile Share of Online Orders
                                                                              Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                              1) Start data entry at CAT1
                                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                              7) Change Number Category from Percentage to Number
                                                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                              4) Turn onoff Series Categories as required
                                                                              8) Press Reset on the maximum bounds number
                                                                              9) change Units-Major value to match the Bounds-Maximum value
                                                                              Do this by clicking once then a second time this will select a single data label
                                                                              5) Delete all data labels leaving only the first and last
                                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                              Chart title here (Unit value here)
                                                                              CAT1
                                                                              CAT2
                                                                              CAT3
                                                                              CAT4
                                                                              CAT5
                                                                              CAT6
                                                                              CAT7
                                                                              CAT8
                                                                              CAT9
                                                                              CAT10
                                                                              CAT1
                                                                              CAT2
                                                                              CAT3
                                                                              CAT4
                                                                              CAT5
                                                                              CAT6
                                                                              CAT7
                                                                              CAT8
                                                                              CAT9
                                                                              CAT10
                                                                              Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                              2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                              1) Start data entry at CAT1
                                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                              9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                              6) Change Number Category from Percentage to Number
                                                                              5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                              4) Turn onoff Series Categories as required
                                                                              7) Press Reset on the maximum bounds number
                                                                              8) change Units-Major value to match the Bounds-Maximum value
                                                                              3) Select chart and click on the top right + (Chart Elements)
                                                                              4) Turn on Primary Vertical
                                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                              Source The Conference Board
                                                                              CAT1
                                                                              []
                                                                              Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                              2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                              1) Start data entry at CAT1
                                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                              10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                              7) Change Number Category from Percentage to Number
                                                                              6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                              4) Turn onoff Series Categories as required
                                                                              8) Press Reset on the maximum bounds number
                                                                              9) change Units-Major value to match the Bounds-Maximum value
                                                                              Do this by clicking once then a second time this will select a single data label
                                                                              5) Delete all data labels leaving only the first and last
                                                                              1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                              Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                              CAT1
                                                                              Step by step instructions on how to edit a Vertical Bar
                                                                              2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                              1) Start data entry at CAT1
                                                                              3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                              5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                              4) Turn onoff Categories as required

                                                                              copy 2016 eMarketer Inc

                                                                              hellip But in-store retail sales still fell

                                                                              -50net sales on Thanksgiving Day and Black Friday

                                                                              Source RetailNext Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Amazon Prime members are increasingly skipping Black Friday crowds

                                                                              6559

                                                                              0

                                                                              100

                                                                              2015 2016

                                                                              Prime Members Who Will Shop in Stores on Black Friday

                                                                              Source InfoScout Nov 26 survey of Prime members

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                              44 of consumers

                                                                              shopped online

                                                                              40 of consumers

                                                                              shopped in-store

                                                                              Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Thanksgiving Weekend online sales went up sharply

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                              SeptemberndashNovember economic performance

                                                                              Election effect

                                                                              Thanksgiving and Cyber Week

                                                                              Total Retail Ecommerce

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Big Retailers Launch Online Counterattack

                                                                              copy 2016 eMarketer Inc

                                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                              2227 30 34

                                                                              4046

                                                                              0

                                                                              100

                                                                              2011 2012 2013 2014 2015 2016

                                                                              Amazonrsquos Share of Retail Ecommerce Sales

                                                                              Source Institute for Local Self-Reliance

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Amazon is becoming a leading product search engine for mobile shoppers

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                              Amazon accounted for at least

                                                                              37 of US ecommerce sales from November 24ndash28

                                                                              Source Internet Retailer Nov 29 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                              Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              While digital spending went up total ad spending by big retailers went down

                                                                              -9drop in overall retailer ad spending in the four weeks

                                                                              ending on November 27Source Kantar Media Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                              39 in October 2016 to 45 in November 2016

                                                                              Amazon stayed flat albeit at a higher level

                                                                              Source Bain amp Company Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                              39

                                                                              32

                                                                              25

                                                                              61

                                                                              68

                                                                              75

                                                                              0 100Pure Play Multichannel

                                                                              Cyber Monday

                                                                              Black Friday

                                                                              Percent share of desktop ecommerce

                                                                              Thanksgiving

                                                                              43

                                                                              27

                                                                              17

                                                                              57

                                                                              73

                                                                              83

                                                                              0 100Pure Play Multichannel

                                                                              Cyber Monday

                                                                              Black Friday

                                                                              Percent share of desktop ecommerce

                                                                              Thanksgiving

                                                                              2015 2016

                                                                              Source comScore Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Thanksgiving Promotions Starting Earlier and Ending

                                                                              Later

                                                                              copy 2016 eMarketer Inc

                                                                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                              (pre-Black Friday Sale)

                                                                              BLACKFRIDAY(select deals)

                                                                              Image Creative commons

                                                                              November 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              lsquoThanksgiving Eversquo is becoming a bigger event

                                                                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                              The peak online shopping hour on Cyber Monday

                                                                              NetElixir 7-8pm Hooklogic 8-9pm

                                                                              Bloomreach 630pm

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Mobile Commerce Revolution Continues

                                                                              copy 2016 eMarketer Inc

                                                                              US retail mcommerce sales are expected to accelerate in 2016

                                                                              Mcommerce sales will rise 432 in 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              The largest part of mcommerce growth will come from purchases via smartphones

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                              26

                                                                              41

                                                                              29

                                                                              0

                                                                              50

                                                                              Thanksgiving Day Black Friday Cyber Monday

                                                                              Mcommerce Sales Growth 2015ndash2016

                                                                              Source comScore Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                              5350 52 51

                                                                              43

                                                                              0

                                                                              100Mobile Share of Unique

                                                                              User Visits

                                                                              Source Hooklogic Nov 2016

                                                                              5755 59 58

                                                                              47

                                                                              0

                                                                              100Mobile Share of Visits

                                                                              Source NetElixir Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                                                              Source ComScore Dec 2016

                                                                              eMwebinar

                                                                              Chart1

                                                                              Online Retail Visits on Cyber Monday
                                                                              044
                                                                              027
                                                                              029

                                                                              Sheet1

                                                                              copy 2016 eMarketer Inc

                                                                              Mobile performance was up across the board

                                                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                              Smartphone conversion rates up 53

                                                                              Average order value up 29

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Product Trends

                                                                              copy 2016 eMarketer Inc

                                                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                              26

                                                                              3639

                                                                              43

                                                                              0

                                                                              50

                                                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                              Source Branding Brand Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                                              53 year-over-year increase in online purchases of shoes

                                                                              Source comScore Dec 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Top 10 toy searches on Hooklogic retailer sites

                                                                              1 Hatchimals

                                                                              2 Nintendo

                                                                              3 Shopkins

                                                                              4 Lego

                                                                              5 Paw Patrol

                                                                              6 NES Classic Edition

                                                                              7 PokeacutemonPokeacutemon cards

                                                                              8 Barbie

                                                                              9 Our Generation

                                                                              10 Xbox One

                                                                              Source Hooklogic

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Expectations for the Rest of the Season

                                                                              copy 2016 eMarketer Inc

                                                                              Impact of competitive discounting on holiday ecommerce

                                                                              SalesTrafficMargins

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                              9 of shoppers had completed their shopping by the start

                                                                              of Cyber Monday down from 11 in 2015

                                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                                              up from 19 in 2015

                                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                              eMwebinar

                                                                              copy 2016 eMarketer Inc

                                                                              Recap

                                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                              and a 33 gain for total retail sales looks to be on target

                                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                              Mobile As expected mcommerce continues to grow rapidly

                                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                              eMwebinar

                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                              - Max Levchin Founder

                                                                              54

                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                              $1500M ODERN COUCH

                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                              $51671mo for 3 months

                                                                              $26477mo for 6 months

                                                                              $13892mo for 12 months

                                                                              55

                                                                              Affirm builds trust through transparency

                                                                              Modern financing delivers results for retailers

                                                                              Source Affirm Merchant Case Study March 2016

                                                                              57

                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                              $2000+ bikes for full price ldquo

                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                              - Graham Stanton President and co-founder of Peloton

                                                                              aff i rmcombusiness

                                                                              copy 2016 eMarketer Inc

                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                              QampA Session

                                                                              Made possible by

                                                                              You will receive an email tomorrow with a link to view the

                                                                              deck and webinar recording

                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                              Yory Wurmser

                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                              Recap

                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                              Performance Marketing in Retail

                                                                              • Slide Number 1
                                                                              • Agenda
                                                                              • Slide Number 3
                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                              • Short Answer
                                                                              • Longer Answer A lot has happened since September
                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                              • Consumer confidence rebounded strongly in November
                                                                              • 2 Online shopping around the election was depressed
                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                              • hellip But in-store retail sales still fell
                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                              • Slide Number 20
                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                              • Slide Number 30
                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                              • Slide Number 35
                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                              • Mobile performance was up across the board
                                                                              • Slide Number 43
                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                              • Slide Number 47
                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                              • Recap
                                                                              • Slide Number 53
                                                                              • Slide Number 54
                                                                              • Slide Number 55
                                                                              • Slide Number 56
                                                                              • Slide Number 57
                                                                              • Slide Number 58
                                                                              • Slide Number 59
                                                                                Online Retail Visits on Cyber Monday
                                                                                Desktop44
                                                                                Mobile Web27
                                                                                Mobile App29
                                                                                Desktop
                                                                                Mobile Web
                                                                                Mobile App
                                                                                INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                                1 Input category names dates and data into CHART DATA section below
                                                                                (if your s arent s first change the cell format to numbers)
                                                                                2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                                3 Make other formatting changes as desired to make chart fit your needs
                                                                                4 Use color for emphasis
                                                                                CHART DATA
                                                                                2011201220132014201520162020
                                                                                CAT1222730344046
                                                                                INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                                CHART DATA
                                                                                AugSeptOctNov20192020
                                                                                CAT11018104110081071095096
                                                                                CAT2810820830840850860
                                                                                CAT3710720730740750760
                                                                                CAT4610620630640650660
                                                                                CAT5510520530540550560
                                                                                CAT6410420430440450460
                                                                                CAT7310320330340350360
                                                                                CAT8210220230240250260
                                                                                CAT9110120130140150160
                                                                                CAT10102030405060
                                                                                INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                                CHART DATA
                                                                                20142015
                                                                                CAT1900950
                                                                                CAT2800850
                                                                                CAT3700750
                                                                                CAT4600650
                                                                                CAT5500550
                                                                                CAT6400450
                                                                                CAT7300350
                                                                                CAT8200250
                                                                                CAT9100150
                                                                                CAT100050
                                                                                Step by step instructions on how to edit a Line GraphChanging from to see step 6 Otherwise go to step 10
                                                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 6
                                                                                1) Start data entry at CAT1
                                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                7) Change Number Category from Percentage to Number
                                                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                4) Turn onoff Series Categories as required
                                                                                8) Press Reset on the maximum bounds number
                                                                                9) change Units-Major value to match the Bounds-Maximum value
                                                                                Do this by clicking once then a second time this will select a single data label
                                                                                5) Delete all data labels leaving only the first and last
                                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                Chart title here (Unit value here)
                                                                                CAT1
                                                                                CAT2
                                                                                CAT3
                                                                                CAT4
                                                                                CAT5
                                                                                CAT6
                                                                                CAT7
                                                                                CAT8
                                                                                CAT9
                                                                                CAT10
                                                                                CAT1
                                                                                CAT2
                                                                                CAT3
                                                                                CAT4
                                                                                CAT5
                                                                                CAT6
                                                                                CAT7
                                                                                CAT8
                                                                                CAT9
                                                                                CAT10
                                                                                Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                                2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                                1) Start data entry at CAT1
                                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                6) Change Number Category from Percentage to Number
                                                                                5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                4) Turn onoff Series Categories as required
                                                                                7) Press Reset on the maximum bounds number
                                                                                8) change Units-Major value to match the Bounds-Maximum value
                                                                                3) Select chart and click on the top right + (Chart Elements)
                                                                                4) Turn on Primary Vertical
                                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                Source The Conference Board
                                                                                CAT1
                                                                                []
                                                                                Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                                2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                                1) Start data entry at CAT1
                                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                7) Change Number Category from Percentage to Number
                                                                                6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                4) Turn onoff Series Categories as required
                                                                                8) Press Reset on the maximum bounds number
                                                                                9) change Units-Major value to match the Bounds-Maximum value
                                                                                Do this by clicking once then a second time this will select a single data label
                                                                                5) Delete all data labels leaving only the first and last
                                                                                1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                                CAT1
                                                                                Step by step instructions on how to edit a Vertical Bar
                                                                                2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                                1) Start data entry at CAT1
                                                                                3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                4) Turn onoff Categories as required

                                                                                copy 2016 eMarketer Inc

                                                                                hellip But in-store retail sales still fell

                                                                                -50net sales on Thanksgiving Day and Black Friday

                                                                                Source RetailNext Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                6559

                                                                                0

                                                                                100

                                                                                2015 2016

                                                                                Prime Members Who Will Shop in Stores on Black Friday

                                                                                Source InfoScout Nov 26 survey of Prime members

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                44 of consumers

                                                                                shopped online

                                                                                40 of consumers

                                                                                shopped in-store

                                                                                Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Thanksgiving Weekend online sales went up sharply

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                SeptemberndashNovember economic performance

                                                                                Election effect

                                                                                Thanksgiving and Cyber Week

                                                                                Total Retail Ecommerce

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Big Retailers Launch Online Counterattack

                                                                                copy 2016 eMarketer Inc

                                                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                2227 30 34

                                                                                4046

                                                                                0

                                                                                100

                                                                                2011 2012 2013 2014 2015 2016

                                                                                Amazonrsquos Share of Retail Ecommerce Sales

                                                                                Source Institute for Local Self-Reliance

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Amazon is becoming a leading product search engine for mobile shoppers

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                Amazon accounted for at least

                                                                                37 of US ecommerce sales from November 24ndash28

                                                                                Source Internet Retailer Nov 29 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                While digital spending went up total ad spending by big retailers went down

                                                                                -9drop in overall retailer ad spending in the four weeks

                                                                                ending on November 27Source Kantar Media Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                39 in October 2016 to 45 in November 2016

                                                                                Amazon stayed flat albeit at a higher level

                                                                                Source Bain amp Company Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                39

                                                                                32

                                                                                25

                                                                                61

                                                                                68

                                                                                75

                                                                                0 100Pure Play Multichannel

                                                                                Cyber Monday

                                                                                Black Friday

                                                                                Percent share of desktop ecommerce

                                                                                Thanksgiving

                                                                                43

                                                                                27

                                                                                17

                                                                                57

                                                                                73

                                                                                83

                                                                                0 100Pure Play Multichannel

                                                                                Cyber Monday

                                                                                Black Friday

                                                                                Percent share of desktop ecommerce

                                                                                Thanksgiving

                                                                                2015 2016

                                                                                Source comScore Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Thanksgiving Promotions Starting Earlier and Ending

                                                                                Later

                                                                                copy 2016 eMarketer Inc

                                                                                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                (pre-Black Friday Sale)

                                                                                BLACKFRIDAY(select deals)

                                                                                Image Creative commons

                                                                                November 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                The peak online shopping hour on Cyber Monday

                                                                                NetElixir 7-8pm Hooklogic 8-9pm

                                                                                Bloomreach 630pm

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Mobile Commerce Revolution Continues

                                                                                copy 2016 eMarketer Inc

                                                                                US retail mcommerce sales are expected to accelerate in 2016

                                                                                Mcommerce sales will rise 432 in 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                The largest part of mcommerce growth will come from purchases via smartphones

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                26

                                                                                41

                                                                                29

                                                                                0

                                                                                50

                                                                                Thanksgiving Day Black Friday Cyber Monday

                                                                                Mcommerce Sales Growth 2015ndash2016

                                                                                Source comScore Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                5350 52 51

                                                                                43

                                                                                0

                                                                                100Mobile Share of Unique

                                                                                User Visits

                                                                                Source Hooklogic Nov 2016

                                                                                5755 59 58

                                                                                47

                                                                                0

                                                                                100Mobile Share of Visits

                                                                                Source NetElixir Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                Source ComScore Dec 2016

                                                                                eMwebinar

                                                                                Chart1

                                                                                Online Retail Visits on Cyber Monday
                                                                                044
                                                                                027
                                                                                029

                                                                                Sheet1

                                                                                copy 2016 eMarketer Inc

                                                                                Mobile performance was up across the board

                                                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                Smartphone conversion rates up 53

                                                                                Average order value up 29

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Product Trends

                                                                                copy 2016 eMarketer Inc

                                                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                26

                                                                                3639

                                                                                43

                                                                                0

                                                                                50

                                                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                Source Branding Brand Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Shoes were one of the fastest growing subcategories for online purchases

                                                                                53 year-over-year increase in online purchases of shoes

                                                                                Source comScore Dec 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                                1 Hatchimals

                                                                                2 Nintendo

                                                                                3 Shopkins

                                                                                4 Lego

                                                                                5 Paw Patrol

                                                                                6 NES Classic Edition

                                                                                7 PokeacutemonPokeacutemon cards

                                                                                8 Barbie

                                                                                9 Our Generation

                                                                                10 Xbox One

                                                                                Source Hooklogic

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Expectations for the Rest of the Season

                                                                                copy 2016 eMarketer Inc

                                                                                Impact of competitive discounting on holiday ecommerce

                                                                                SalesTrafficMargins

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                9 of shoppers had completed their shopping by the start

                                                                                of Cyber Monday down from 11 in 2015

                                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                up from 19 in 2015

                                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                eMwebinar

                                                                                copy 2016 eMarketer Inc

                                                                                Recap

                                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                and a 33 gain for total retail sales looks to be on target

                                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                eMwebinar

                                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                - Max Levchin Founder

                                                                                54

                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                $1500M ODERN COUCH

                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                $51671mo for 3 months

                                                                                $26477mo for 6 months

                                                                                $13892mo for 12 months

                                                                                55

                                                                                Affirm builds trust through transparency

                                                                                Modern financing delivers results for retailers

                                                                                Source Affirm Merchant Case Study March 2016

                                                                                57

                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                $2000+ bikes for full price ldquo

                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                aff i rmcombusiness

                                                                                copy 2016 eMarketer Inc

                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                QampA Session

                                                                                Made possible by

                                                                                You will receive an email tomorrow with a link to view the

                                                                                deck and webinar recording

                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                Yory Wurmser

                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                Recap

                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                Performance Marketing in Retail

                                                                                • Slide Number 1
                                                                                • Agenda
                                                                                • Slide Number 3
                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                • Short Answer
                                                                                • Longer Answer A lot has happened since September
                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                • Consumer confidence rebounded strongly in November
                                                                                • 2 Online shopping around the election was depressed
                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                • hellip But in-store retail sales still fell
                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                • Slide Number 20
                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                • Slide Number 30
                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                • Slide Number 35
                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                • Mobile performance was up across the board
                                                                                • Slide Number 43
                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                • Slide Number 47
                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                • Recap
                                                                                • Slide Number 53
                                                                                • Slide Number 54
                                                                                • Slide Number 55
                                                                                • Slide Number 56
                                                                                • Slide Number 57
                                                                                • Slide Number 58
                                                                                • Slide Number 59
                                                                                  Online Retail Visits on Cyber Monday
                                                                                  Desktop44
                                                                                  Mobile Web27
                                                                                  Mobile App29
                                                                                  Desktop
                                                                                  Mobile Web
                                                                                  Mobile App
                                                                                  INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                                  1 Input category names dates and data into CHART DATA section below
                                                                                  (if your s arent s first change the cell format to numbers)
                                                                                  2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                                  3 Make other formatting changes as desired to make chart fit your needs
                                                                                  4 Use color for emphasis
                                                                                  CHART DATA
                                                                                  2011201220132014201520162020
                                                                                  CAT1222730344046
                                                                                  INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                                  CHART DATA
                                                                                  AugSeptOctNov20192020
                                                                                  CAT11018104110081071095096
                                                                                  CAT2810820830840850860
                                                                                  CAT3710720730740750760
                                                                                  CAT4610620630640650660
                                                                                  CAT5510520530540550560
                                                                                  CAT6410420430440450460
                                                                                  CAT7310320330340350360
                                                                                  CAT8210220230240250260
                                                                                  CAT9110120130140150160
                                                                                  CAT10102030405060
                                                                                  INSTRUCTIONSSLOPE GRAPHHOW TO EDIT SLOPE GRAPH
                                                                                  CHART DATA
                                                                                  20142015
                                                                                  CAT1900950
                                                                                  CAT2800850
                                                                                  CAT3700750
                                                                                  CAT4600650
                                                                                  CAT5500550
                                                                                  CAT6400450
                                                                                  CAT7300350
                                                                                  CAT8200250
                                                                                  CAT9100150
                                                                                  CAT100050
                                                                                  Chart title here (Unit value here)
                                                                                  CAT1
                                                                                  CAT2
                                                                                  CAT3
                                                                                  CAT4
                                                                                  CAT5
                                                                                  CAT6
                                                                                  CAT7
                                                                                  CAT8
                                                                                  CAT9
                                                                                  CAT10
                                                                                  CAT1
                                                                                  CAT2
                                                                                  CAT3
                                                                                  CAT4
                                                                                  CAT5
                                                                                  CAT6
                                                                                  CAT7
                                                                                  CAT8
                                                                                  CAT9
                                                                                  CAT10
                                                                                  Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                                  2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                                  1) Start data entry at CAT1
                                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                  9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                  6) Change Number Category from Percentage to Number
                                                                                  5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                  4) Turn onoff Series Categories as required
                                                                                  7) Press Reset on the maximum bounds number
                                                                                  8) change Units-Major value to match the Bounds-Maximum value
                                                                                  3) Select chart and click on the top right + (Chart Elements)
                                                                                  4) Turn on Primary Vertical
                                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                  Source The Conference Board
                                                                                  CAT1
                                                                                  []
                                                                                  Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                                  2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                                  1) Start data entry at CAT1
                                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                  10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                  7) Change Number Category from Percentage to Number
                                                                                  6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                  4) Turn onoff Series Categories as required
                                                                                  8) Press Reset on the maximum bounds number
                                                                                  9) change Units-Major value to match the Bounds-Maximum value
                                                                                  Do this by clicking once then a second time this will select a single data label
                                                                                  5) Delete all data labels leaving only the first and last
                                                                                  1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                  Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                                  CAT1
                                                                                  Step by step instructions on how to edit a Vertical Bar
                                                                                  2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                                  1) Start data entry at CAT1
                                                                                  3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                  5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                  4) Turn onoff Categories as required

                                                                                  copy 2016 eMarketer Inc

                                                                                  hellip But in-store retail sales still fell

                                                                                  -50net sales on Thanksgiving Day and Black Friday

                                                                                  Source RetailNext Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                  6559

                                                                                  0

                                                                                  100

                                                                                  2015 2016

                                                                                  Prime Members Who Will Shop in Stores on Black Friday

                                                                                  Source InfoScout Nov 26 survey of Prime members

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                  44 of consumers

                                                                                  shopped online

                                                                                  40 of consumers

                                                                                  shopped in-store

                                                                                  Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Thanksgiving Weekend online sales went up sharply

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                  SeptemberndashNovember economic performance

                                                                                  Election effect

                                                                                  Thanksgiving and Cyber Week

                                                                                  Total Retail Ecommerce

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Big Retailers Launch Online Counterattack

                                                                                  copy 2016 eMarketer Inc

                                                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                  2227 30 34

                                                                                  4046

                                                                                  0

                                                                                  100

                                                                                  2011 2012 2013 2014 2015 2016

                                                                                  Amazonrsquos Share of Retail Ecommerce Sales

                                                                                  Source Institute for Local Self-Reliance

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Amazon is becoming a leading product search engine for mobile shoppers

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                  Amazon accounted for at least

                                                                                  37 of US ecommerce sales from November 24ndash28

                                                                                  Source Internet Retailer Nov 29 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                  Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                  More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                  More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                  Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                  More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  While digital spending went up total ad spending by big retailers went down

                                                                                  -9drop in overall retailer ad spending in the four weeks

                                                                                  ending on November 27Source Kantar Media Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                  39 in October 2016 to 45 in November 2016

                                                                                  Amazon stayed flat albeit at a higher level

                                                                                  Source Bain amp Company Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                  39

                                                                                  32

                                                                                  25

                                                                                  61

                                                                                  68

                                                                                  75

                                                                                  0 100Pure Play Multichannel

                                                                                  Cyber Monday

                                                                                  Black Friday

                                                                                  Percent share of desktop ecommerce

                                                                                  Thanksgiving

                                                                                  43

                                                                                  27

                                                                                  17

                                                                                  57

                                                                                  73

                                                                                  83

                                                                                  0 100Pure Play Multichannel

                                                                                  Cyber Monday

                                                                                  Black Friday

                                                                                  Percent share of desktop ecommerce

                                                                                  Thanksgiving

                                                                                  2015 2016

                                                                                  Source comScore Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Thanksgiving Promotions Starting Earlier and Ending

                                                                                  Later

                                                                                  copy 2016 eMarketer Inc

                                                                                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                  (pre-Black Friday Sale)

                                                                                  BLACKFRIDAY(select deals)

                                                                                  Image Creative commons

                                                                                  November 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                  The peak online shopping hour on Cyber Monday

                                                                                  NetElixir 7-8pm Hooklogic 8-9pm

                                                                                  Bloomreach 630pm

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Mobile Commerce Revolution Continues

                                                                                  copy 2016 eMarketer Inc

                                                                                  US retail mcommerce sales are expected to accelerate in 2016

                                                                                  Mcommerce sales will rise 432 in 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  The largest part of mcommerce growth will come from purchases via smartphones

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                  26

                                                                                  41

                                                                                  29

                                                                                  0

                                                                                  50

                                                                                  Thanksgiving Day Black Friday Cyber Monday

                                                                                  Mcommerce Sales Growth 2015ndash2016

                                                                                  Source comScore Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                  5350 52 51

                                                                                  43

                                                                                  0

                                                                                  100Mobile Share of Unique

                                                                                  User Visits

                                                                                  Source Hooklogic Nov 2016

                                                                                  5755 59 58

                                                                                  47

                                                                                  0

                                                                                  100Mobile Share of Visits

                                                                                  Source NetElixir Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                  Source ComScore Dec 2016

                                                                                  eMwebinar

                                                                                  Chart1

                                                                                  Online Retail Visits on Cyber Monday
                                                                                  044
                                                                                  027
                                                                                  029

                                                                                  Sheet1

                                                                                  copy 2016 eMarketer Inc

                                                                                  Mobile performance was up across the board

                                                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                  Smartphone conversion rates up 53

                                                                                  Average order value up 29

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Product Trends

                                                                                  copy 2016 eMarketer Inc

                                                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                  26

                                                                                  3639

                                                                                  43

                                                                                  0

                                                                                  50

                                                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                  Source Branding Brand Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                                                  53 year-over-year increase in online purchases of shoes

                                                                                  Source comScore Dec 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Top 10 toy searches on Hooklogic retailer sites

                                                                                  1 Hatchimals

                                                                                  2 Nintendo

                                                                                  3 Shopkins

                                                                                  4 Lego

                                                                                  5 Paw Patrol

                                                                                  6 NES Classic Edition

                                                                                  7 PokeacutemonPokeacutemon cards

                                                                                  8 Barbie

                                                                                  9 Our Generation

                                                                                  10 Xbox One

                                                                                  Source Hooklogic

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Expectations for the Rest of the Season

                                                                                  copy 2016 eMarketer Inc

                                                                                  Impact of competitive discounting on holiday ecommerce

                                                                                  SalesTrafficMargins

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                  9 of shoppers had completed their shopping by the start

                                                                                  of Cyber Monday down from 11 in 2015

                                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                  up from 19 in 2015

                                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                  eMwebinar

                                                                                  copy 2016 eMarketer Inc

                                                                                  Recap

                                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                  and a 33 gain for total retail sales looks to be on target

                                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                  eMwebinar

                                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                  - Max Levchin Founder

                                                                                  54

                                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                  $1500M ODERN COUCH

                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                  $51671mo for 3 months

                                                                                  $26477mo for 6 months

                                                                                  $13892mo for 12 months

                                                                                  55

                                                                                  Affirm builds trust through transparency

                                                                                  Modern financing delivers results for retailers

                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                  57

                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                  $2000+ bikes for full price ldquo

                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                  aff i rmcombusiness

                                                                                  copy 2016 eMarketer Inc

                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                  QampA Session

                                                                                  Made possible by

                                                                                  You will receive an email tomorrow with a link to view the

                                                                                  deck and webinar recording

                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                  Yory Wurmser

                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                  Recap

                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                  Performance Marketing in Retail

                                                                                  • Slide Number 1
                                                                                  • Agenda
                                                                                  • Slide Number 3
                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                  • Short Answer
                                                                                  • Longer Answer A lot has happened since September
                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                  • Consumer confidence rebounded strongly in November
                                                                                  • 2 Online shopping around the election was depressed
                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                  • hellip But in-store retail sales still fell
                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                  • Slide Number 20
                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                  • Slide Number 30
                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                  • Slide Number 35
                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                  • Mobile performance was up across the board
                                                                                  • Slide Number 43
                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                  • Slide Number 47
                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                  • Recap
                                                                                  • Slide Number 53
                                                                                  • Slide Number 54
                                                                                  • Slide Number 55
                                                                                  • Slide Number 56
                                                                                  • Slide Number 57
                                                                                  • Slide Number 58
                                                                                  • Slide Number 59
                                                                                    Online Retail Visits on Cyber Monday
                                                                                    Desktop44
                                                                                    Mobile Web27
                                                                                    Mobile App29
                                                                                    Desktop
                                                                                    Mobile Web
                                                                                    Mobile App
                                                                                    INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                                    1 Input category names dates and data into CHART DATA section below
                                                                                    (if your s arent s first change the cell format to numbers)
                                                                                    2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                                    3 Make other formatting changes as desired to make chart fit your needs
                                                                                    4 Use color for emphasis
                                                                                    CHART DATA
                                                                                    2011201220132014201520162020
                                                                                    CAT1222730344046
                                                                                    INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                                    CHART DATA
                                                                                    AugSeptOctNov20192020
                                                                                    CAT11018104110081071095096
                                                                                    CAT2810820830840850860
                                                                                    CAT3710720730740750760
                                                                                    CAT4610620630640650660
                                                                                    CAT5510520530540550560
                                                                                    CAT6410420430440450460
                                                                                    CAT7310320330340350360
                                                                                    CAT8210220230240250260
                                                                                    CAT9110120130140150160
                                                                                    CAT10102030405060
                                                                                    Step by step instructions on how to edit aSlope GraphChanging from to see step 5 Otherwise go to step 9
                                                                                    2) If needed change the maximum number of categories see Step 3 Otherwise go to step 5
                                                                                    1) Start data entry at CAT1
                                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                    9) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                    6) Change Number Category from Percentage to Number
                                                                                    5) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                    4) Turn onoff Series Categories as required
                                                                                    7) Press Reset on the maximum bounds number
                                                                                    8) change Units-Major value to match the Bounds-Maximum value
                                                                                    3) Select chart and click on the top right + (Chart Elements)
                                                                                    4) Turn on Primary Vertical
                                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                    Source The Conference Board
                                                                                    CAT1
                                                                                    []
                                                                                    Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                                    2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                                    1) Start data entry at CAT1
                                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                    10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                    7) Change Number Category from Percentage to Number
                                                                                    6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                    4) Turn onoff Series Categories as required
                                                                                    8) Press Reset on the maximum bounds number
                                                                                    9) change Units-Major value to match the Bounds-Maximum value
                                                                                    Do this by clicking once then a second time this will select a single data label
                                                                                    5) Delete all data labels leaving only the first and last
                                                                                    1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                    Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                                    CAT1
                                                                                    Step by step instructions on how to edit a Vertical Bar
                                                                                    2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                                    1) Start data entry at CAT1
                                                                                    3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                    5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                    4) Turn onoff Categories as required

                                                                                    copy 2016 eMarketer Inc

                                                                                    hellip But in-store retail sales still fell

                                                                                    -50net sales on Thanksgiving Day and Black Friday

                                                                                    Source RetailNext Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                    6559

                                                                                    0

                                                                                    100

                                                                                    2015 2016

                                                                                    Prime Members Who Will Shop in Stores on Black Friday

                                                                                    Source InfoScout Nov 26 survey of Prime members

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                    44 of consumers

                                                                                    shopped online

                                                                                    40 of consumers

                                                                                    shopped in-store

                                                                                    Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Thanksgiving Weekend online sales went up sharply

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                    SeptemberndashNovember economic performance

                                                                                    Election effect

                                                                                    Thanksgiving and Cyber Week

                                                                                    Total Retail Ecommerce

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Big Retailers Launch Online Counterattack

                                                                                    copy 2016 eMarketer Inc

                                                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                    2227 30 34

                                                                                    4046

                                                                                    0

                                                                                    100

                                                                                    2011 2012 2013 2014 2015 2016

                                                                                    Amazonrsquos Share of Retail Ecommerce Sales

                                                                                    Source Institute for Local Self-Reliance

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Amazon is becoming a leading product search engine for mobile shoppers

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                    Amazon accounted for at least

                                                                                    37 of US ecommerce sales from November 24ndash28

                                                                                    Source Internet Retailer Nov 29 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                    Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    While digital spending went up total ad spending by big retailers went down

                                                                                    -9drop in overall retailer ad spending in the four weeks

                                                                                    ending on November 27Source Kantar Media Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                    39 in October 2016 to 45 in November 2016

                                                                                    Amazon stayed flat albeit at a higher level

                                                                                    Source Bain amp Company Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                    39

                                                                                    32

                                                                                    25

                                                                                    61

                                                                                    68

                                                                                    75

                                                                                    0 100Pure Play Multichannel

                                                                                    Cyber Monday

                                                                                    Black Friday

                                                                                    Percent share of desktop ecommerce

                                                                                    Thanksgiving

                                                                                    43

                                                                                    27

                                                                                    17

                                                                                    57

                                                                                    73

                                                                                    83

                                                                                    0 100Pure Play Multichannel

                                                                                    Cyber Monday

                                                                                    Black Friday

                                                                                    Percent share of desktop ecommerce

                                                                                    Thanksgiving

                                                                                    2015 2016

                                                                                    Source comScore Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Thanksgiving Promotions Starting Earlier and Ending

                                                                                    Later

                                                                                    copy 2016 eMarketer Inc

                                                                                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                    (pre-Black Friday Sale)

                                                                                    BLACKFRIDAY(select deals)

                                                                                    Image Creative commons

                                                                                    November 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                    The peak online shopping hour on Cyber Monday

                                                                                    NetElixir 7-8pm Hooklogic 8-9pm

                                                                                    Bloomreach 630pm

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Mobile Commerce Revolution Continues

                                                                                    copy 2016 eMarketer Inc

                                                                                    US retail mcommerce sales are expected to accelerate in 2016

                                                                                    Mcommerce sales will rise 432 in 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    The largest part of mcommerce growth will come from purchases via smartphones

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                    26

                                                                                    41

                                                                                    29

                                                                                    0

                                                                                    50

                                                                                    Thanksgiving Day Black Friday Cyber Monday

                                                                                    Mcommerce Sales Growth 2015ndash2016

                                                                                    Source comScore Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                    5350 52 51

                                                                                    43

                                                                                    0

                                                                                    100Mobile Share of Unique

                                                                                    User Visits

                                                                                    Source Hooklogic Nov 2016

                                                                                    5755 59 58

                                                                                    47

                                                                                    0

                                                                                    100Mobile Share of Visits

                                                                                    Source NetElixir Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                    Source ComScore Dec 2016

                                                                                    eMwebinar

                                                                                    Chart1

                                                                                    Online Retail Visits on Cyber Monday
                                                                                    044
                                                                                    027
                                                                                    029

                                                                                    Sheet1

                                                                                    copy 2016 eMarketer Inc

                                                                                    Mobile performance was up across the board

                                                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                    Smartphone conversion rates up 53

                                                                                    Average order value up 29

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Product Trends

                                                                                    copy 2016 eMarketer Inc

                                                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                    26

                                                                                    3639

                                                                                    43

                                                                                    0

                                                                                    50

                                                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                    Source Branding Brand Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                                                    53 year-over-year increase in online purchases of shoes

                                                                                    Source comScore Dec 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Top 10 toy searches on Hooklogic retailer sites

                                                                                    1 Hatchimals

                                                                                    2 Nintendo

                                                                                    3 Shopkins

                                                                                    4 Lego

                                                                                    5 Paw Patrol

                                                                                    6 NES Classic Edition

                                                                                    7 PokeacutemonPokeacutemon cards

                                                                                    8 Barbie

                                                                                    9 Our Generation

                                                                                    10 Xbox One

                                                                                    Source Hooklogic

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Expectations for the Rest of the Season

                                                                                    copy 2016 eMarketer Inc

                                                                                    Impact of competitive discounting on holiday ecommerce

                                                                                    SalesTrafficMargins

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                    9 of shoppers had completed their shopping by the start

                                                                                    of Cyber Monday down from 11 in 2015

                                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                    up from 19 in 2015

                                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                    eMwebinar

                                                                                    copy 2016 eMarketer Inc

                                                                                    Recap

                                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                    and a 33 gain for total retail sales looks to be on target

                                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                    eMwebinar

                                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                    - Max Levchin Founder

                                                                                    54

                                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                                    $1500M ODERN COUCH

                                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                                    $51671mo for 3 months

                                                                                    $26477mo for 6 months

                                                                                    $13892mo for 12 months

                                                                                    55

                                                                                    Affirm builds trust through transparency

                                                                                    Modern financing delivers results for retailers

                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                    57

                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                    $2000+ bikes for full price ldquo

                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                    aff i rmcombusiness

                                                                                    copy 2016 eMarketer Inc

                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                    QampA Session

                                                                                    Made possible by

                                                                                    You will receive an email tomorrow with a link to view the

                                                                                    deck and webinar recording

                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                    Yory Wurmser

                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                    Recap

                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                    Performance Marketing in Retail

                                                                                    • Slide Number 1
                                                                                    • Agenda
                                                                                    • Slide Number 3
                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                    • Short Answer
                                                                                    • Longer Answer A lot has happened since September
                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                    • Consumer confidence rebounded strongly in November
                                                                                    • 2 Online shopping around the election was depressed
                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                    • hellip But in-store retail sales still fell
                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                    • Slide Number 20
                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                    • Slide Number 30
                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                    • Slide Number 35
                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                    • Mobile performance was up across the board
                                                                                    • Slide Number 43
                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                    • Slide Number 47
                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                    • Recap
                                                                                    • Slide Number 53
                                                                                    • Slide Number 54
                                                                                    • Slide Number 55
                                                                                    • Slide Number 56
                                                                                    • Slide Number 57
                                                                                    • Slide Number 58
                                                                                    • Slide Number 59
                                                                                      Online Retail Visits on Cyber Monday
                                                                                      Desktop44
                                                                                      Mobile Web27
                                                                                      Mobile App29
                                                                                      Desktop
                                                                                      Mobile Web
                                                                                      Mobile App
                                                                                      INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                                      1 Input category names dates and data into CHART DATA section below
                                                                                      (if your s arent s first change the cell format to numbers)
                                                                                      2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                                      3 Make other formatting changes as desired to make chart fit your needs
                                                                                      4 Use color for emphasis
                                                                                      CHART DATA
                                                                                      2011201220132014201520162020
                                                                                      CAT1222730344046
                                                                                      INSTRUCTIONSSMALL MULTIPLESHOW TO EDIT SMALL MULTIPLES
                                                                                      CHART DATA
                                                                                      AugSeptOctNov20192020
                                                                                      CAT11018104110081071095096
                                                                                      CAT2810820830840850860
                                                                                      CAT3710720730740750760
                                                                                      CAT4610620630640650660
                                                                                      CAT5510520530540550560
                                                                                      CAT6410420430440450460
                                                                                      CAT7310320330340350360
                                                                                      CAT8210220230240250260
                                                                                      CAT9110120130140150160
                                                                                      CAT10102030405060
                                                                                      Source The Conference Board
                                                                                      CAT1
                                                                                      []
                                                                                      Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                                      2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                                      1) Start data entry at CAT1
                                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                      10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                      7) Change Number Category from Percentage to Number
                                                                                      6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                      4) Turn onoff Series Categories as required
                                                                                      8) Press Reset on the maximum bounds number
                                                                                      9) change Units-Major value to match the Bounds-Maximum value
                                                                                      Do this by clicking once then a second time this will select a single data label
                                                                                      5) Delete all data labels leaving only the first and last
                                                                                      1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                      Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                                      CAT1
                                                                                      Step by step instructions on how to edit a Vertical Bar
                                                                                      2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                                      1) Start data entry at CAT1
                                                                                      3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                      5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                      4) Turn onoff Categories as required

                                                                                      copy 2016 eMarketer Inc

                                                                                      hellip But in-store retail sales still fell

                                                                                      -50net sales on Thanksgiving Day and Black Friday

                                                                                      Source RetailNext Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                      6559

                                                                                      0

                                                                                      100

                                                                                      2015 2016

                                                                                      Prime Members Who Will Shop in Stores on Black Friday

                                                                                      Source InfoScout Nov 26 survey of Prime members

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                      44 of consumers

                                                                                      shopped online

                                                                                      40 of consumers

                                                                                      shopped in-store

                                                                                      Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Thanksgiving Weekend online sales went up sharply

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                      SeptemberndashNovember economic performance

                                                                                      Election effect

                                                                                      Thanksgiving and Cyber Week

                                                                                      Total Retail Ecommerce

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Big Retailers Launch Online Counterattack

                                                                                      copy 2016 eMarketer Inc

                                                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                      2227 30 34

                                                                                      4046

                                                                                      0

                                                                                      100

                                                                                      2011 2012 2013 2014 2015 2016

                                                                                      Amazonrsquos Share of Retail Ecommerce Sales

                                                                                      Source Institute for Local Self-Reliance

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Amazon is becoming a leading product search engine for mobile shoppers

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                      Amazon accounted for at least

                                                                                      37 of US ecommerce sales from November 24ndash28

                                                                                      Source Internet Retailer Nov 29 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                      Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      While digital spending went up total ad spending by big retailers went down

                                                                                      -9drop in overall retailer ad spending in the four weeks

                                                                                      ending on November 27Source Kantar Media Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                      39 in October 2016 to 45 in November 2016

                                                                                      Amazon stayed flat albeit at a higher level

                                                                                      Source Bain amp Company Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                      39

                                                                                      32

                                                                                      25

                                                                                      61

                                                                                      68

                                                                                      75

                                                                                      0 100Pure Play Multichannel

                                                                                      Cyber Monday

                                                                                      Black Friday

                                                                                      Percent share of desktop ecommerce

                                                                                      Thanksgiving

                                                                                      43

                                                                                      27

                                                                                      17

                                                                                      57

                                                                                      73

                                                                                      83

                                                                                      0 100Pure Play Multichannel

                                                                                      Cyber Monday

                                                                                      Black Friday

                                                                                      Percent share of desktop ecommerce

                                                                                      Thanksgiving

                                                                                      2015 2016

                                                                                      Source comScore Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Thanksgiving Promotions Starting Earlier and Ending

                                                                                      Later

                                                                                      copy 2016 eMarketer Inc

                                                                                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                      (pre-Black Friday Sale)

                                                                                      BLACKFRIDAY(select deals)

                                                                                      Image Creative commons

                                                                                      November 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                      The peak online shopping hour on Cyber Monday

                                                                                      NetElixir 7-8pm Hooklogic 8-9pm

                                                                                      Bloomreach 630pm

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Mobile Commerce Revolution Continues

                                                                                      copy 2016 eMarketer Inc

                                                                                      US retail mcommerce sales are expected to accelerate in 2016

                                                                                      Mcommerce sales will rise 432 in 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      The largest part of mcommerce growth will come from purchases via smartphones

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                      26

                                                                                      41

                                                                                      29

                                                                                      0

                                                                                      50

                                                                                      Thanksgiving Day Black Friday Cyber Monday

                                                                                      Mcommerce Sales Growth 2015ndash2016

                                                                                      Source comScore Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                      5350 52 51

                                                                                      43

                                                                                      0

                                                                                      100Mobile Share of Unique

                                                                                      User Visits

                                                                                      Source Hooklogic Nov 2016

                                                                                      5755 59 58

                                                                                      47

                                                                                      0

                                                                                      100Mobile Share of Visits

                                                                                      Source NetElixir Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                      Source ComScore Dec 2016

                                                                                      eMwebinar

                                                                                      Chart1

                                                                                      Online Retail Visits on Cyber Monday
                                                                                      044
                                                                                      027
                                                                                      029

                                                                                      Sheet1

                                                                                      copy 2016 eMarketer Inc

                                                                                      Mobile performance was up across the board

                                                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                      Smartphone conversion rates up 53

                                                                                      Average order value up 29

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Product Trends

                                                                                      copy 2016 eMarketer Inc

                                                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                      26

                                                                                      3639

                                                                                      43

                                                                                      0

                                                                                      50

                                                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                      Source Branding Brand Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                                                      53 year-over-year increase in online purchases of shoes

                                                                                      Source comScore Dec 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Top 10 toy searches on Hooklogic retailer sites

                                                                                      1 Hatchimals

                                                                                      2 Nintendo

                                                                                      3 Shopkins

                                                                                      4 Lego

                                                                                      5 Paw Patrol

                                                                                      6 NES Classic Edition

                                                                                      7 PokeacutemonPokeacutemon cards

                                                                                      8 Barbie

                                                                                      9 Our Generation

                                                                                      10 Xbox One

                                                                                      Source Hooklogic

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Expectations for the Rest of the Season

                                                                                      copy 2016 eMarketer Inc

                                                                                      Impact of competitive discounting on holiday ecommerce

                                                                                      SalesTrafficMargins

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                      9 of shoppers had completed their shopping by the start

                                                                                      of Cyber Monday down from 11 in 2015

                                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                      up from 19 in 2015

                                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                      eMwebinar

                                                                                      copy 2016 eMarketer Inc

                                                                                      Recap

                                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                      and a 33 gain for total retail sales looks to be on target

                                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                      eMwebinar

                                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                      - Max Levchin Founder

                                                                                      54

                                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                                      $1500M ODERN COUCH

                                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                                      $51671mo for 3 months

                                                                                      $26477mo for 6 months

                                                                                      $13892mo for 12 months

                                                                                      55

                                                                                      Affirm builds trust through transparency

                                                                                      Modern financing delivers results for retailers

                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                      57

                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                      $2000+ bikes for full price ldquo

                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                      aff i rmcombusiness

                                                                                      copy 2016 eMarketer Inc

                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                      QampA Session

                                                                                      Made possible by

                                                                                      You will receive an email tomorrow with a link to view the

                                                                                      deck and webinar recording

                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                      Yory Wurmser

                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                      Recap

                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                      Performance Marketing in Retail

                                                                                      • Slide Number 1
                                                                                      • Agenda
                                                                                      • Slide Number 3
                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                      • Short Answer
                                                                                      • Longer Answer A lot has happened since September
                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                      • Consumer confidence rebounded strongly in November
                                                                                      • 2 Online shopping around the election was depressed
                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                      • hellip But in-store retail sales still fell
                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                      • Slide Number 20
                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                      • Slide Number 30
                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                      • Slide Number 35
                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                      • Mobile performance was up across the board
                                                                                      • Slide Number 43
                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                      • Slide Number 47
                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                      • Recap
                                                                                      • Slide Number 53
                                                                                      • Slide Number 54
                                                                                      • Slide Number 55
                                                                                      • Slide Number 56
                                                                                      • Slide Number 57
                                                                                      • Slide Number 58
                                                                                      • Slide Number 59
                                                                                        Online Retail Visits on Cyber Monday
                                                                                        Desktop44
                                                                                        Mobile Web27
                                                                                        Mobile App29
                                                                                        Desktop
                                                                                        Mobile Web
                                                                                        Mobile App
                                                                                        INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                                        1 Input category names dates and data into CHART DATA section below
                                                                                        (if your s arent s first change the cell format to numbers)
                                                                                        2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                                        3 Make other formatting changes as desired to make chart fit your needs
                                                                                        4 Use color for emphasis
                                                                                        CHART DATA
                                                                                        2011201220132014201520162020
                                                                                        CAT1222730344046
                                                                                        Step by step instructions on how to edit Small MultiplesChanging from to see step 6 Otherwise go to step 10
                                                                                        2) To change the displayed category (Currently set to CAT1) see Step 3 Otherwise go to step 6
                                                                                        1) Start data entry at CAT1
                                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                        10) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                        7) Change Number Category from Percentage to Number
                                                                                        6) Right click on Vertical (value) Axis inside the chart and select Format Axis
                                                                                        4) Turn onoff Series Categories as required
                                                                                        8) Press Reset on the maximum bounds number
                                                                                        9) change Units-Major value to match the Bounds-Maximum value
                                                                                        Do this by clicking once then a second time this will select a single data label
                                                                                        5) Delete all data labels leaving only the first and last
                                                                                        1 Input category names dates and data into CHART DATA section below If your s are not first change the cell format to numbers2 Update category CAT names by over writing labels Move text boxes as needed3 Make other formatting changes as desired to make chart fit your needs4 Use color for emphasis
                                                                                        Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                                        CAT1
                                                                                        Step by step instructions on how to edit a Vertical Bar
                                                                                        2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                                        1) Start data entry at CAT1
                                                                                        3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                        5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                        4) Turn onoff Categories as required

                                                                                        copy 2016 eMarketer Inc

                                                                                        hellip But in-store retail sales still fell

                                                                                        -50net sales on Thanksgiving Day and Black Friday

                                                                                        Source RetailNext Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                        6559

                                                                                        0

                                                                                        100

                                                                                        2015 2016

                                                                                        Prime Members Who Will Shop in Stores on Black Friday

                                                                                        Source InfoScout Nov 26 survey of Prime members

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                        44 of consumers

                                                                                        shopped online

                                                                                        40 of consumers

                                                                                        shopped in-store

                                                                                        Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Thanksgiving Weekend online sales went up sharply

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                        SeptemberndashNovember economic performance

                                                                                        Election effect

                                                                                        Thanksgiving and Cyber Week

                                                                                        Total Retail Ecommerce

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Big Retailers Launch Online Counterattack

                                                                                        copy 2016 eMarketer Inc

                                                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                        2227 30 34

                                                                                        4046

                                                                                        0

                                                                                        100

                                                                                        2011 2012 2013 2014 2015 2016

                                                                                        Amazonrsquos Share of Retail Ecommerce Sales

                                                                                        Source Institute for Local Self-Reliance

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Amazon is becoming a leading product search engine for mobile shoppers

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                        Amazon accounted for at least

                                                                                        37 of US ecommerce sales from November 24ndash28

                                                                                        Source Internet Retailer Nov 29 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                        Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        While digital spending went up total ad spending by big retailers went down

                                                                                        -9drop in overall retailer ad spending in the four weeks

                                                                                        ending on November 27Source Kantar Media Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                        39 in October 2016 to 45 in November 2016

                                                                                        Amazon stayed flat albeit at a higher level

                                                                                        Source Bain amp Company Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                        39

                                                                                        32

                                                                                        25

                                                                                        61

                                                                                        68

                                                                                        75

                                                                                        0 100Pure Play Multichannel

                                                                                        Cyber Monday

                                                                                        Black Friday

                                                                                        Percent share of desktop ecommerce

                                                                                        Thanksgiving

                                                                                        43

                                                                                        27

                                                                                        17

                                                                                        57

                                                                                        73

                                                                                        83

                                                                                        0 100Pure Play Multichannel

                                                                                        Cyber Monday

                                                                                        Black Friday

                                                                                        Percent share of desktop ecommerce

                                                                                        Thanksgiving

                                                                                        2015 2016

                                                                                        Source comScore Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Thanksgiving Promotions Starting Earlier and Ending

                                                                                        Later

                                                                                        copy 2016 eMarketer Inc

                                                                                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                        (pre-Black Friday Sale)

                                                                                        BLACKFRIDAY(select deals)

                                                                                        Image Creative commons

                                                                                        November 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                        The peak online shopping hour on Cyber Monday

                                                                                        NetElixir 7-8pm Hooklogic 8-9pm

                                                                                        Bloomreach 630pm

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Mobile Commerce Revolution Continues

                                                                                        copy 2016 eMarketer Inc

                                                                                        US retail mcommerce sales are expected to accelerate in 2016

                                                                                        Mcommerce sales will rise 432 in 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        The largest part of mcommerce growth will come from purchases via smartphones

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                        26

                                                                                        41

                                                                                        29

                                                                                        0

                                                                                        50

                                                                                        Thanksgiving Day Black Friday Cyber Monday

                                                                                        Mcommerce Sales Growth 2015ndash2016

                                                                                        Source comScore Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                        5350 52 51

                                                                                        43

                                                                                        0

                                                                                        100Mobile Share of Unique

                                                                                        User Visits

                                                                                        Source Hooklogic Nov 2016

                                                                                        5755 59 58

                                                                                        47

                                                                                        0

                                                                                        100Mobile Share of Visits

                                                                                        Source NetElixir Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                        Source ComScore Dec 2016

                                                                                        eMwebinar

                                                                                        Chart1

                                                                                        Online Retail Visits on Cyber Monday
                                                                                        044
                                                                                        027
                                                                                        029

                                                                                        Sheet1

                                                                                        copy 2016 eMarketer Inc

                                                                                        Mobile performance was up across the board

                                                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                        Smartphone conversion rates up 53

                                                                                        Average order value up 29

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Product Trends

                                                                                        copy 2016 eMarketer Inc

                                                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                        26

                                                                                        3639

                                                                                        43

                                                                                        0

                                                                                        50

                                                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                        Source Branding Brand Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                                                        53 year-over-year increase in online purchases of shoes

                                                                                        Source comScore Dec 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Top 10 toy searches on Hooklogic retailer sites

                                                                                        1 Hatchimals

                                                                                        2 Nintendo

                                                                                        3 Shopkins

                                                                                        4 Lego

                                                                                        5 Paw Patrol

                                                                                        6 NES Classic Edition

                                                                                        7 PokeacutemonPokeacutemon cards

                                                                                        8 Barbie

                                                                                        9 Our Generation

                                                                                        10 Xbox One

                                                                                        Source Hooklogic

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Expectations for the Rest of the Season

                                                                                        copy 2016 eMarketer Inc

                                                                                        Impact of competitive discounting on holiday ecommerce

                                                                                        SalesTrafficMargins

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                        9 of shoppers had completed their shopping by the start

                                                                                        of Cyber Monday down from 11 in 2015

                                                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                        up from 19 in 2015

                                                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                        eMwebinar

                                                                                        copy 2016 eMarketer Inc

                                                                                        Recap

                                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                        and a 33 gain for total retail sales looks to be on target

                                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                        eMwebinar

                                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                        - Max Levchin Founder

                                                                                        54

                                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                                        $1500M ODERN COUCH

                                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                                        $51671mo for 3 months

                                                                                        $26477mo for 6 months

                                                                                        $13892mo for 12 months

                                                                                        55

                                                                                        Affirm builds trust through transparency

                                                                                        Modern financing delivers results for retailers

                                                                                        Source Affirm Merchant Case Study March 2016

                                                                                        57

                                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                                        $2000+ bikes for full price ldquo

                                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                                        - Graham Stanton President and co-founder of Peloton

                                                                                        aff i rmcombusiness

                                                                                        copy 2016 eMarketer Inc

                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                        QampA Session

                                                                                        Made possible by

                                                                                        You will receive an email tomorrow with a link to view the

                                                                                        deck and webinar recording

                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                        Yory Wurmser

                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                        Recap

                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                        Performance Marketing in Retail

                                                                                        • Slide Number 1
                                                                                        • Agenda
                                                                                        • Slide Number 3
                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                        • Short Answer
                                                                                        • Longer Answer A lot has happened since September
                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                        • Consumer confidence rebounded strongly in November
                                                                                        • 2 Online shopping around the election was depressed
                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                        • hellip But in-store retail sales still fell
                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                        • Slide Number 20
                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                        • Slide Number 30
                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                        • Slide Number 35
                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                        • Mobile performance was up across the board
                                                                                        • Slide Number 43
                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                        • Slide Number 47
                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                        • Recap
                                                                                        • Slide Number 53
                                                                                        • Slide Number 54
                                                                                        • Slide Number 55
                                                                                        • Slide Number 56
                                                                                        • Slide Number 57
                                                                                        • Slide Number 58
                                                                                        • Slide Number 59
                                                                                          Online Retail Visits on Cyber Monday
                                                                                          Desktop44
                                                                                          Mobile Web27
                                                                                          Mobile App29
                                                                                          Desktop
                                                                                          Mobile Web
                                                                                          Mobile App
                                                                                          INSTRUCTIONSVERTICAL BAR - (aka column)HOW TO EDIT VERTICAL BAR
                                                                                          1 Input category names dates and data into CHART DATA section below
                                                                                          (if your s arent s first change the cell format to numbers)
                                                                                          2 Update category (CAT-) names by overwriting labels (move text boxes as needed)
                                                                                          3 Make other formatting changes as desired to make chart fit your needs
                                                                                          4 Use color for emphasis
                                                                                          CHART DATA
                                                                                          2011201220132014201520162020
                                                                                          CAT1222730344046
                                                                                          Source Institute for Local Self-Reliance Amazons Online Share of Retail Sales
                                                                                          CAT1
                                                                                          Step by step instructions on how to edit a Vertical Bar
                                                                                          2) If needed change the maximum number of categories (Years) see Step 3 Otherwise go to step 5
                                                                                          1) Start data entry at CAT1
                                                                                          3) Select chart and click on the top right funnel symbol (Chart Filters)
                                                                                          5) Open the PowerPoint template Create a new slide Read the slide on screen instructions
                                                                                          4) Turn onoff Categories as required

                                                                                          copy 2016 eMarketer Inc

                                                                                          hellip But in-store retail sales still fell

                                                                                          -50net sales on Thanksgiving Day and Black Friday

                                                                                          Source RetailNext Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                          6559

                                                                                          0

                                                                                          100

                                                                                          2015 2016

                                                                                          Prime Members Who Will Shop in Stores on Black Friday

                                                                                          Source InfoScout Nov 26 survey of Prime members

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                          44 of consumers

                                                                                          shopped online

                                                                                          40 of consumers

                                                                                          shopped in-store

                                                                                          Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Thanksgiving Weekend online sales went up sharply

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                          SeptemberndashNovember economic performance

                                                                                          Election effect

                                                                                          Thanksgiving and Cyber Week

                                                                                          Total Retail Ecommerce

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Big Retailers Launch Online Counterattack

                                                                                          copy 2016 eMarketer Inc

                                                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                          2227 30 34

                                                                                          4046

                                                                                          0

                                                                                          100

                                                                                          2011 2012 2013 2014 2015 2016

                                                                                          Amazonrsquos Share of Retail Ecommerce Sales

                                                                                          Source Institute for Local Self-Reliance

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Amazon is becoming a leading product search engine for mobile shoppers

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                          Amazon accounted for at least

                                                                                          37 of US ecommerce sales from November 24ndash28

                                                                                          Source Internet Retailer Nov 29 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                          Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          While digital spending went up total ad spending by big retailers went down

                                                                                          -9drop in overall retailer ad spending in the four weeks

                                                                                          ending on November 27Source Kantar Media Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                          39 in October 2016 to 45 in November 2016

                                                                                          Amazon stayed flat albeit at a higher level

                                                                                          Source Bain amp Company Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                          39

                                                                                          32

                                                                                          25

                                                                                          61

                                                                                          68

                                                                                          75

                                                                                          0 100Pure Play Multichannel

                                                                                          Cyber Monday

                                                                                          Black Friday

                                                                                          Percent share of desktop ecommerce

                                                                                          Thanksgiving

                                                                                          43

                                                                                          27

                                                                                          17

                                                                                          57

                                                                                          73

                                                                                          83

                                                                                          0 100Pure Play Multichannel

                                                                                          Cyber Monday

                                                                                          Black Friday

                                                                                          Percent share of desktop ecommerce

                                                                                          Thanksgiving

                                                                                          2015 2016

                                                                                          Source comScore Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Thanksgiving Promotions Starting Earlier and Ending

                                                                                          Later

                                                                                          copy 2016 eMarketer Inc

                                                                                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                          (pre-Black Friday Sale)

                                                                                          BLACKFRIDAY(select deals)

                                                                                          Image Creative commons

                                                                                          November 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                          The peak online shopping hour on Cyber Monday

                                                                                          NetElixir 7-8pm Hooklogic 8-9pm

                                                                                          Bloomreach 630pm

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Mobile Commerce Revolution Continues

                                                                                          copy 2016 eMarketer Inc

                                                                                          US retail mcommerce sales are expected to accelerate in 2016

                                                                                          Mcommerce sales will rise 432 in 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          The largest part of mcommerce growth will come from purchases via smartphones

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                          26

                                                                                          41

                                                                                          29

                                                                                          0

                                                                                          50

                                                                                          Thanksgiving Day Black Friday Cyber Monday

                                                                                          Mcommerce Sales Growth 2015ndash2016

                                                                                          Source comScore Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                          5350 52 51

                                                                                          43

                                                                                          0

                                                                                          100Mobile Share of Unique

                                                                                          User Visits

                                                                                          Source Hooklogic Nov 2016

                                                                                          5755 59 58

                                                                                          47

                                                                                          0

                                                                                          100Mobile Share of Visits

                                                                                          Source NetElixir Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                          Source ComScore Dec 2016

                                                                                          eMwebinar

                                                                                          Chart1

                                                                                          Online Retail Visits on Cyber Monday
                                                                                          044
                                                                                          027
                                                                                          029

                                                                                          Sheet1

                                                                                          copy 2016 eMarketer Inc

                                                                                          Mobile performance was up across the board

                                                                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                          Smartphone conversion rates up 53

                                                                                          Average order value up 29

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Product Trends

                                                                                          copy 2016 eMarketer Inc

                                                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                          26

                                                                                          3639

                                                                                          43

                                                                                          0

                                                                                          50

                                                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                          Source Branding Brand Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                                                          53 year-over-year increase in online purchases of shoes

                                                                                          Source comScore Dec 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Top 10 toy searches on Hooklogic retailer sites

                                                                                          1 Hatchimals

                                                                                          2 Nintendo

                                                                                          3 Shopkins

                                                                                          4 Lego

                                                                                          5 Paw Patrol

                                                                                          6 NES Classic Edition

                                                                                          7 PokeacutemonPokeacutemon cards

                                                                                          8 Barbie

                                                                                          9 Our Generation

                                                                                          10 Xbox One

                                                                                          Source Hooklogic

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Expectations for the Rest of the Season

                                                                                          copy 2016 eMarketer Inc

                                                                                          Impact of competitive discounting on holiday ecommerce

                                                                                          SalesTrafficMargins

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                          9 of shoppers had completed their shopping by the start

                                                                                          of Cyber Monday down from 11 in 2015

                                                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                          up from 19 in 2015

                                                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                          eMwebinar

                                                                                          copy 2016 eMarketer Inc

                                                                                          Recap

                                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                          and a 33 gain for total retail sales looks to be on target

                                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                          eMwebinar

                                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                          - Max Levchin Founder

                                                                                          54

                                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                                          $1500M ODERN COUCH

                                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                                          $51671mo for 3 months

                                                                                          $26477mo for 6 months

                                                                                          $13892mo for 12 months

                                                                                          55

                                                                                          Affirm builds trust through transparency

                                                                                          Modern financing delivers results for retailers

                                                                                          Source Affirm Merchant Case Study March 2016

                                                                                          57

                                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                                          $2000+ bikes for full price ldquo

                                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                                          - Graham Stanton President and co-founder of Peloton

                                                                                          aff i rmcombusiness

                                                                                          copy 2016 eMarketer Inc

                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                          QampA Session

                                                                                          Made possible by

                                                                                          You will receive an email tomorrow with a link to view the

                                                                                          deck and webinar recording

                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                          Yory Wurmser

                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                          Recap

                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                          Performance Marketing in Retail

                                                                                          • Slide Number 1
                                                                                          • Agenda
                                                                                          • Slide Number 3
                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                          • Short Answer
                                                                                          • Longer Answer A lot has happened since September
                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                          • Consumer confidence rebounded strongly in November
                                                                                          • 2 Online shopping around the election was depressed
                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                          • hellip But in-store retail sales still fell
                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                          • Slide Number 20
                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                          • Slide Number 30
                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                          • Slide Number 35
                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                          • Mobile performance was up across the board
                                                                                          • Slide Number 43
                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                          • Slide Number 47
                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                          • Recap
                                                                                          • Slide Number 53
                                                                                          • Slide Number 54
                                                                                          • Slide Number 55
                                                                                          • Slide Number 56
                                                                                          • Slide Number 57
                                                                                          • Slide Number 58
                                                                                          • Slide Number 59
                                                                                            Online Retail Visits on Cyber Monday
                                                                                            Desktop44
                                                                                            Mobile Web27
                                                                                            Mobile App29
                                                                                            Desktop
                                                                                            Mobile Web
                                                                                            Mobile App

                                                                                            copy 2016 eMarketer Inc

                                                                                            hellip But in-store retail sales still fell

                                                                                            -50net sales on Thanksgiving Day and Black Friday

                                                                                            Source RetailNext Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                            6559

                                                                                            0

                                                                                            100

                                                                                            2015 2016

                                                                                            Prime Members Who Will Shop in Stores on Black Friday

                                                                                            Source InfoScout Nov 26 survey of Prime members

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                            44 of consumers

                                                                                            shopped online

                                                                                            40 of consumers

                                                                                            shopped in-store

                                                                                            Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Thanksgiving Weekend online sales went up sharply

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                            SeptemberndashNovember economic performance

                                                                                            Election effect

                                                                                            Thanksgiving and Cyber Week

                                                                                            Total Retail Ecommerce

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Big Retailers Launch Online Counterattack

                                                                                            copy 2016 eMarketer Inc

                                                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                            2227 30 34

                                                                                            4046

                                                                                            0

                                                                                            100

                                                                                            2011 2012 2013 2014 2015 2016

                                                                                            Amazonrsquos Share of Retail Ecommerce Sales

                                                                                            Source Institute for Local Self-Reliance

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Amazon is becoming a leading product search engine for mobile shoppers

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                            Amazon accounted for at least

                                                                                            37 of US ecommerce sales from November 24ndash28

                                                                                            Source Internet Retailer Nov 29 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                            Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            While digital spending went up total ad spending by big retailers went down

                                                                                            -9drop in overall retailer ad spending in the four weeks

                                                                                            ending on November 27Source Kantar Media Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                            39 in October 2016 to 45 in November 2016

                                                                                            Amazon stayed flat albeit at a higher level

                                                                                            Source Bain amp Company Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                            39

                                                                                            32

                                                                                            25

                                                                                            61

                                                                                            68

                                                                                            75

                                                                                            0 100Pure Play Multichannel

                                                                                            Cyber Monday

                                                                                            Black Friday

                                                                                            Percent share of desktop ecommerce

                                                                                            Thanksgiving

                                                                                            43

                                                                                            27

                                                                                            17

                                                                                            57

                                                                                            73

                                                                                            83

                                                                                            0 100Pure Play Multichannel

                                                                                            Cyber Monday

                                                                                            Black Friday

                                                                                            Percent share of desktop ecommerce

                                                                                            Thanksgiving

                                                                                            2015 2016

                                                                                            Source comScore Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Thanksgiving Promotions Starting Earlier and Ending

                                                                                            Later

                                                                                            copy 2016 eMarketer Inc

                                                                                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                            (pre-Black Friday Sale)

                                                                                            BLACKFRIDAY(select deals)

                                                                                            Image Creative commons

                                                                                            November 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                            The peak online shopping hour on Cyber Monday

                                                                                            NetElixir 7-8pm Hooklogic 8-9pm

                                                                                            Bloomreach 630pm

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Mobile Commerce Revolution Continues

                                                                                            copy 2016 eMarketer Inc

                                                                                            US retail mcommerce sales are expected to accelerate in 2016

                                                                                            Mcommerce sales will rise 432 in 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            The largest part of mcommerce growth will come from purchases via smartphones

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                            26

                                                                                            41

                                                                                            29

                                                                                            0

                                                                                            50

                                                                                            Thanksgiving Day Black Friday Cyber Monday

                                                                                            Mcommerce Sales Growth 2015ndash2016

                                                                                            Source comScore Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                            5350 52 51

                                                                                            43

                                                                                            0

                                                                                            100Mobile Share of Unique

                                                                                            User Visits

                                                                                            Source Hooklogic Nov 2016

                                                                                            5755 59 58

                                                                                            47

                                                                                            0

                                                                                            100Mobile Share of Visits

                                                                                            Source NetElixir Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                            Source ComScore Dec 2016

                                                                                            eMwebinar

                                                                                            Chart1

                                                                                            Online Retail Visits on Cyber Monday
                                                                                            044
                                                                                            027
                                                                                            029

                                                                                            Sheet1

                                                                                            copy 2016 eMarketer Inc

                                                                                            Mobile performance was up across the board

                                                                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                            Smartphone conversion rates up 53

                                                                                            Average order value up 29

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Product Trends

                                                                                            copy 2016 eMarketer Inc

                                                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                            26

                                                                                            3639

                                                                                            43

                                                                                            0

                                                                                            50

                                                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                            Source Branding Brand Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                                                            53 year-over-year increase in online purchases of shoes

                                                                                            Source comScore Dec 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Top 10 toy searches on Hooklogic retailer sites

                                                                                            1 Hatchimals

                                                                                            2 Nintendo

                                                                                            3 Shopkins

                                                                                            4 Lego

                                                                                            5 Paw Patrol

                                                                                            6 NES Classic Edition

                                                                                            7 PokeacutemonPokeacutemon cards

                                                                                            8 Barbie

                                                                                            9 Our Generation

                                                                                            10 Xbox One

                                                                                            Source Hooklogic

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Expectations for the Rest of the Season

                                                                                            copy 2016 eMarketer Inc

                                                                                            Impact of competitive discounting on holiday ecommerce

                                                                                            SalesTrafficMargins

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                            9 of shoppers had completed their shopping by the start

                                                                                            of Cyber Monday down from 11 in 2015

                                                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                            up from 19 in 2015

                                                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                            eMwebinar

                                                                                            copy 2016 eMarketer Inc

                                                                                            Recap

                                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                            and a 33 gain for total retail sales looks to be on target

                                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                            eMwebinar

                                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                            - Max Levchin Founder

                                                                                            54

                                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                                            $1500M ODERN COUCH

                                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                                            $51671mo for 3 months

                                                                                            $26477mo for 6 months

                                                                                            $13892mo for 12 months

                                                                                            55

                                                                                            Affirm builds trust through transparency

                                                                                            Modern financing delivers results for retailers

                                                                                            Source Affirm Merchant Case Study March 2016

                                                                                            57

                                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                                            $2000+ bikes for full price ldquo

                                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                                            - Graham Stanton President and co-founder of Peloton

                                                                                            aff i rmcombusiness

                                                                                            copy 2016 eMarketer Inc

                                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                            QampA Session

                                                                                            Made possible by

                                                                                            You will receive an email tomorrow with a link to view the

                                                                                            deck and webinar recording

                                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                            Yory Wurmser

                                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                            Recap

                                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                            Performance Marketing in Retail

                                                                                            • Slide Number 1
                                                                                            • Agenda
                                                                                            • Slide Number 3
                                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                            • Short Answer
                                                                                            • Longer Answer A lot has happened since September
                                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                                            • Consumer confidence rebounded strongly in November
                                                                                            • 2 Online shopping around the election was depressed
                                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                            • hellip But in-store retail sales still fell
                                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                            • Slide Number 20
                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                            • Slide Number 30
                                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                            • Slide Number 35
                                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                            • Mobile performance was up across the board
                                                                                            • Slide Number 43
                                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                                            • Slide Number 47
                                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                            • Recap
                                                                                            • Slide Number 53
                                                                                            • Slide Number 54
                                                                                            • Slide Number 55
                                                                                            • Slide Number 56
                                                                                            • Slide Number 57
                                                                                            • Slide Number 58
                                                                                            • Slide Number 59
                                                                                              Online Retail Visits on Cyber Monday
                                                                                              Desktop44
                                                                                              Mobile Web27
                                                                                              Mobile App29
                                                                                              Desktop
                                                                                              Mobile Web
                                                                                              Mobile App

                                                                                              copy 2016 eMarketer Inc

                                                                                              Amazon Prime members are increasingly skipping Black Friday crowds

                                                                                              6559

                                                                                              0

                                                                                              100

                                                                                              2015 2016

                                                                                              Prime Members Who Will Shop in Stores on Black Friday

                                                                                              Source InfoScout Nov 26 survey of Prime members

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                              44 of consumers

                                                                                              shopped online

                                                                                              40 of consumers

                                                                                              shopped in-store

                                                                                              Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Thanksgiving Weekend online sales went up sharply

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                              SeptemberndashNovember economic performance

                                                                                              Election effect

                                                                                              Thanksgiving and Cyber Week

                                                                                              Total Retail Ecommerce

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Big Retailers Launch Online Counterattack

                                                                                              copy 2016 eMarketer Inc

                                                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                              2227 30 34

                                                                                              4046

                                                                                              0

                                                                                              100

                                                                                              2011 2012 2013 2014 2015 2016

                                                                                              Amazonrsquos Share of Retail Ecommerce Sales

                                                                                              Source Institute for Local Self-Reliance

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Amazon is becoming a leading product search engine for mobile shoppers

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                              Amazon accounted for at least

                                                                                              37 of US ecommerce sales from November 24ndash28

                                                                                              Source Internet Retailer Nov 29 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                              Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              While digital spending went up total ad spending by big retailers went down

                                                                                              -9drop in overall retailer ad spending in the four weeks

                                                                                              ending on November 27Source Kantar Media Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                              39 in October 2016 to 45 in November 2016

                                                                                              Amazon stayed flat albeit at a higher level

                                                                                              Source Bain amp Company Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                              39

                                                                                              32

                                                                                              25

                                                                                              61

                                                                                              68

                                                                                              75

                                                                                              0 100Pure Play Multichannel

                                                                                              Cyber Monday

                                                                                              Black Friday

                                                                                              Percent share of desktop ecommerce

                                                                                              Thanksgiving

                                                                                              43

                                                                                              27

                                                                                              17

                                                                                              57

                                                                                              73

                                                                                              83

                                                                                              0 100Pure Play Multichannel

                                                                                              Cyber Monday

                                                                                              Black Friday

                                                                                              Percent share of desktop ecommerce

                                                                                              Thanksgiving

                                                                                              2015 2016

                                                                                              Source comScore Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Thanksgiving Promotions Starting Earlier and Ending

                                                                                              Later

                                                                                              copy 2016 eMarketer Inc

                                                                                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                              (pre-Black Friday Sale)

                                                                                              BLACKFRIDAY(select deals)

                                                                                              Image Creative commons

                                                                                              November 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                              The peak online shopping hour on Cyber Monday

                                                                                              NetElixir 7-8pm Hooklogic 8-9pm

                                                                                              Bloomreach 630pm

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Mobile Commerce Revolution Continues

                                                                                              copy 2016 eMarketer Inc

                                                                                              US retail mcommerce sales are expected to accelerate in 2016

                                                                                              Mcommerce sales will rise 432 in 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              The largest part of mcommerce growth will come from purchases via smartphones

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                              26

                                                                                              41

                                                                                              29

                                                                                              0

                                                                                              50

                                                                                              Thanksgiving Day Black Friday Cyber Monday

                                                                                              Mcommerce Sales Growth 2015ndash2016

                                                                                              Source comScore Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                              5350 52 51

                                                                                              43

                                                                                              0

                                                                                              100Mobile Share of Unique

                                                                                              User Visits

                                                                                              Source Hooklogic Nov 2016

                                                                                              5755 59 58

                                                                                              47

                                                                                              0

                                                                                              100Mobile Share of Visits

                                                                                              Source NetElixir Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                              Source ComScore Dec 2016

                                                                                              eMwebinar

                                                                                              Chart1

                                                                                              Online Retail Visits on Cyber Monday
                                                                                              044
                                                                                              027
                                                                                              029

                                                                                              Sheet1

                                                                                              copy 2016 eMarketer Inc

                                                                                              Mobile performance was up across the board

                                                                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                              Smartphone conversion rates up 53

                                                                                              Average order value up 29

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Product Trends

                                                                                              copy 2016 eMarketer Inc

                                                                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                              26

                                                                                              3639

                                                                                              43

                                                                                              0

                                                                                              50

                                                                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                              Source Branding Brand Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                                                              53 year-over-year increase in online purchases of shoes

                                                                                              Source comScore Dec 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Top 10 toy searches on Hooklogic retailer sites

                                                                                              1 Hatchimals

                                                                                              2 Nintendo

                                                                                              3 Shopkins

                                                                                              4 Lego

                                                                                              5 Paw Patrol

                                                                                              6 NES Classic Edition

                                                                                              7 PokeacutemonPokeacutemon cards

                                                                                              8 Barbie

                                                                                              9 Our Generation

                                                                                              10 Xbox One

                                                                                              Source Hooklogic

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Expectations for the Rest of the Season

                                                                                              copy 2016 eMarketer Inc

                                                                                              Impact of competitive discounting on holiday ecommerce

                                                                                              SalesTrafficMargins

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                              9 of shoppers had completed their shopping by the start

                                                                                              of Cyber Monday down from 11 in 2015

                                                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                              up from 19 in 2015

                                                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                              eMwebinar

                                                                                              copy 2016 eMarketer Inc

                                                                                              Recap

                                                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                              and a 33 gain for total retail sales looks to be on target

                                                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                              Mobile As expected mcommerce continues to grow rapidly

                                                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                              eMwebinar

                                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                              - Max Levchin Founder

                                                                                              54

                                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                                              $1500M ODERN COUCH

                                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                                              $51671mo for 3 months

                                                                                              $26477mo for 6 months

                                                                                              $13892mo for 12 months

                                                                                              55

                                                                                              Affirm builds trust through transparency

                                                                                              Modern financing delivers results for retailers

                                                                                              Source Affirm Merchant Case Study March 2016

                                                                                              57

                                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                                              $2000+ bikes for full price ldquo

                                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                                              - Graham Stanton President and co-founder of Peloton

                                                                                              aff i rmcombusiness

                                                                                              copy 2016 eMarketer Inc

                                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                              QampA Session

                                                                                              Made possible by

                                                                                              You will receive an email tomorrow with a link to view the

                                                                                              deck and webinar recording

                                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                              Yory Wurmser

                                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                              Recap

                                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                              Performance Marketing in Retail

                                                                                              • Slide Number 1
                                                                                              • Agenda
                                                                                              • Slide Number 3
                                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                              • Short Answer
                                                                                              • Longer Answer A lot has happened since September
                                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                                              • Consumer confidence rebounded strongly in November
                                                                                              • 2 Online shopping around the election was depressed
                                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                              • hellip But in-store retail sales still fell
                                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                              • Slide Number 20
                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                              • Slide Number 30
                                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                              • Slide Number 35
                                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                              • Mobile performance was up across the board
                                                                                              • Slide Number 43
                                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                                              • Slide Number 47
                                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                              • Recap
                                                                                              • Slide Number 53
                                                                                              • Slide Number 54
                                                                                              • Slide Number 55
                                                                                              • Slide Number 56
                                                                                              • Slide Number 57
                                                                                              • Slide Number 58
                                                                                              • Slide Number 59
                                                                                                Online Retail Visits on Cyber Monday
                                                                                                Desktop44
                                                                                                Mobile Web27
                                                                                                Mobile App29
                                                                                                Desktop
                                                                                                Mobile Web
                                                                                                Mobile App

                                                                                                copy 2016 eMarketer Inc

                                                                                                Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend

                                                                                                44 of consumers

                                                                                                shopped online

                                                                                                40 of consumers

                                                                                                shopped in-store

                                                                                                Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Thanksgiving Weekend online sales went up sharply

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                                SeptemberndashNovember economic performance

                                                                                                Election effect

                                                                                                Thanksgiving and Cyber Week

                                                                                                Total Retail Ecommerce

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Big Retailers Launch Online Counterattack

                                                                                                copy 2016 eMarketer Inc

                                                                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                2227 30 34

                                                                                                4046

                                                                                                0

                                                                                                100

                                                                                                2011 2012 2013 2014 2015 2016

                                                                                                Amazonrsquos Share of Retail Ecommerce Sales

                                                                                                Source Institute for Local Self-Reliance

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                Amazon accounted for at least

                                                                                                37 of US ecommerce sales from November 24ndash28

                                                                                                Source Internet Retailer Nov 29 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                While digital spending went up total ad spending by big retailers went down

                                                                                                -9drop in overall retailer ad spending in the four weeks

                                                                                                ending on November 27Source Kantar Media Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                39 in October 2016 to 45 in November 2016

                                                                                                Amazon stayed flat albeit at a higher level

                                                                                                Source Bain amp Company Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                39

                                                                                                32

                                                                                                25

                                                                                                61

                                                                                                68

                                                                                                75

                                                                                                0 100Pure Play Multichannel

                                                                                                Cyber Monday

                                                                                                Black Friday

                                                                                                Percent share of desktop ecommerce

                                                                                                Thanksgiving

                                                                                                43

                                                                                                27

                                                                                                17

                                                                                                57

                                                                                                73

                                                                                                83

                                                                                                0 100Pure Play Multichannel

                                                                                                Cyber Monday

                                                                                                Black Friday

                                                                                                Percent share of desktop ecommerce

                                                                                                Thanksgiving

                                                                                                2015 2016

                                                                                                Source comScore Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Thanksgiving Promotions Starting Earlier and Ending

                                                                                                Later

                                                                                                copy 2016 eMarketer Inc

                                                                                                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                (pre-Black Friday Sale)

                                                                                                BLACKFRIDAY(select deals)

                                                                                                Image Creative commons

                                                                                                November 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                The peak online shopping hour on Cyber Monday

                                                                                                NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                Bloomreach 630pm

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Mobile Commerce Revolution Continues

                                                                                                copy 2016 eMarketer Inc

                                                                                                US retail mcommerce sales are expected to accelerate in 2016

                                                                                                Mcommerce sales will rise 432 in 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                26

                                                                                                41

                                                                                                29

                                                                                                0

                                                                                                50

                                                                                                Thanksgiving Day Black Friday Cyber Monday

                                                                                                Mcommerce Sales Growth 2015ndash2016

                                                                                                Source comScore Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                5350 52 51

                                                                                                43

                                                                                                0

                                                                                                100Mobile Share of Unique

                                                                                                User Visits

                                                                                                Source Hooklogic Nov 2016

                                                                                                5755 59 58

                                                                                                47

                                                                                                0

                                                                                                100Mobile Share of Visits

                                                                                                Source NetElixir Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                Source ComScore Dec 2016

                                                                                                eMwebinar

                                                                                                Chart1

                                                                                                Online Retail Visits on Cyber Monday
                                                                                                044
                                                                                                027
                                                                                                029

                                                                                                Sheet1

                                                                                                copy 2016 eMarketer Inc

                                                                                                Mobile performance was up across the board

                                                                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                Smartphone conversion rates up 53

                                                                                                Average order value up 29

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Product Trends

                                                                                                copy 2016 eMarketer Inc

                                                                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                26

                                                                                                3639

                                                                                                43

                                                                                                0

                                                                                                50

                                                                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                Source Branding Brand Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Shoes were one of the fastest growing subcategories for online purchases

                                                                                                53 year-over-year increase in online purchases of shoes

                                                                                                Source comScore Dec 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                                                1 Hatchimals

                                                                                                2 Nintendo

                                                                                                3 Shopkins

                                                                                                4 Lego

                                                                                                5 Paw Patrol

                                                                                                6 NES Classic Edition

                                                                                                7 PokeacutemonPokeacutemon cards

                                                                                                8 Barbie

                                                                                                9 Our Generation

                                                                                                10 Xbox One

                                                                                                Source Hooklogic

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Expectations for the Rest of the Season

                                                                                                copy 2016 eMarketer Inc

                                                                                                Impact of competitive discounting on holiday ecommerce

                                                                                                SalesTrafficMargins

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                9 of shoppers had completed their shopping by the start

                                                                                                of Cyber Monday down from 11 in 2015

                                                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                up from 19 in 2015

                                                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                eMwebinar

                                                                                                copy 2016 eMarketer Inc

                                                                                                Recap

                                                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                and a 33 gain for total retail sales looks to be on target

                                                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                eMwebinar

                                                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                - Max Levchin Founder

                                                                                                54

                                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                                $1500M ODERN COUCH

                                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                                $51671mo for 3 months

                                                                                                $26477mo for 6 months

                                                                                                $13892mo for 12 months

                                                                                                55

                                                                                                Affirm builds trust through transparency

                                                                                                Modern financing delivers results for retailers

                                                                                                Source Affirm Merchant Case Study March 2016

                                                                                                57

                                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                $2000+ bikes for full price ldquo

                                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                                aff i rmcombusiness

                                                                                                copy 2016 eMarketer Inc

                                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                QampA Session

                                                                                                Made possible by

                                                                                                You will receive an email tomorrow with a link to view the

                                                                                                deck and webinar recording

                                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                Yory Wurmser

                                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                Recap

                                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                Performance Marketing in Retail

                                                                                                • Slide Number 1
                                                                                                • Agenda
                                                                                                • Slide Number 3
                                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                • Short Answer
                                                                                                • Longer Answer A lot has happened since September
                                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                                • Consumer confidence rebounded strongly in November
                                                                                                • 2 Online shopping around the election was depressed
                                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                • hellip But in-store retail sales still fell
                                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                • Slide Number 20
                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                • Slide Number 30
                                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                • Slide Number 35
                                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                • Mobile performance was up across the board
                                                                                                • Slide Number 43
                                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                                • Slide Number 47
                                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                • Recap
                                                                                                • Slide Number 53
                                                                                                • Slide Number 54
                                                                                                • Slide Number 55
                                                                                                • Slide Number 56
                                                                                                • Slide Number 57
                                                                                                • Slide Number 58
                                                                                                • Slide Number 59
                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                  Desktop44
                                                                                                  Mobile Web27
                                                                                                  Mobile App29
                                                                                                  Desktop
                                                                                                  Mobile Web
                                                                                                  Mobile App

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Thanksgiving Weekend online sales went up sharply

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                                  SeptemberndashNovember economic performance

                                                                                                  Election effect

                                                                                                  Thanksgiving and Cyber Week

                                                                                                  Total Retail Ecommerce

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Big Retailers Launch Online Counterattack

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                  2227 30 34

                                                                                                  4046

                                                                                                  0

                                                                                                  100

                                                                                                  2011 2012 2013 2014 2015 2016

                                                                                                  Amazonrsquos Share of Retail Ecommerce Sales

                                                                                                  Source Institute for Local Self-Reliance

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                  Amazon accounted for at least

                                                                                                  37 of US ecommerce sales from November 24ndash28

                                                                                                  Source Internet Retailer Nov 29 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                  Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                  More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                  More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                  Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                  More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  While digital spending went up total ad spending by big retailers went down

                                                                                                  -9drop in overall retailer ad spending in the four weeks

                                                                                                  ending on November 27Source Kantar Media Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                  39 in October 2016 to 45 in November 2016

                                                                                                  Amazon stayed flat albeit at a higher level

                                                                                                  Source Bain amp Company Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                  39

                                                                                                  32

                                                                                                  25

                                                                                                  61

                                                                                                  68

                                                                                                  75

                                                                                                  0 100Pure Play Multichannel

                                                                                                  Cyber Monday

                                                                                                  Black Friday

                                                                                                  Percent share of desktop ecommerce

                                                                                                  Thanksgiving

                                                                                                  43

                                                                                                  27

                                                                                                  17

                                                                                                  57

                                                                                                  73

                                                                                                  83

                                                                                                  0 100Pure Play Multichannel

                                                                                                  Cyber Monday

                                                                                                  Black Friday

                                                                                                  Percent share of desktop ecommerce

                                                                                                  Thanksgiving

                                                                                                  2015 2016

                                                                                                  Source comScore Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Thanksgiving Promotions Starting Earlier and Ending

                                                                                                  Later

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                  (pre-Black Friday Sale)

                                                                                                  BLACKFRIDAY(select deals)

                                                                                                  Image Creative commons

                                                                                                  November 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                  The peak online shopping hour on Cyber Monday

                                                                                                  NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                  Bloomreach 630pm

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Mobile Commerce Revolution Continues

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  US retail mcommerce sales are expected to accelerate in 2016

                                                                                                  Mcommerce sales will rise 432 in 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                  26

                                                                                                  41

                                                                                                  29

                                                                                                  0

                                                                                                  50

                                                                                                  Thanksgiving Day Black Friday Cyber Monday

                                                                                                  Mcommerce Sales Growth 2015ndash2016

                                                                                                  Source comScore Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                  5350 52 51

                                                                                                  43

                                                                                                  0

                                                                                                  100Mobile Share of Unique

                                                                                                  User Visits

                                                                                                  Source Hooklogic Nov 2016

                                                                                                  5755 59 58

                                                                                                  47

                                                                                                  0

                                                                                                  100Mobile Share of Visits

                                                                                                  Source NetElixir Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                  Source ComScore Dec 2016

                                                                                                  eMwebinar

                                                                                                  Chart1

                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                  044
                                                                                                  027
                                                                                                  029

                                                                                                  Sheet1

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Mobile performance was up across the board

                                                                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                  Smartphone conversion rates up 53

                                                                                                  Average order value up 29

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Product Trends

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                  26

                                                                                                  3639

                                                                                                  43

                                                                                                  0

                                                                                                  50

                                                                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                  Source Branding Brand Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                                                                  53 year-over-year increase in online purchases of shoes

                                                                                                  Source comScore Dec 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Top 10 toy searches on Hooklogic retailer sites

                                                                                                  1 Hatchimals

                                                                                                  2 Nintendo

                                                                                                  3 Shopkins

                                                                                                  4 Lego

                                                                                                  5 Paw Patrol

                                                                                                  6 NES Classic Edition

                                                                                                  7 PokeacutemonPokeacutemon cards

                                                                                                  8 Barbie

                                                                                                  9 Our Generation

                                                                                                  10 Xbox One

                                                                                                  Source Hooklogic

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Expectations for the Rest of the Season

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Impact of competitive discounting on holiday ecommerce

                                                                                                  SalesTrafficMargins

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                  9 of shoppers had completed their shopping by the start

                                                                                                  of Cyber Monday down from 11 in 2015

                                                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                  up from 19 in 2015

                                                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                  eMwebinar

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Recap

                                                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                  and a 33 gain for total retail sales looks to be on target

                                                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                  eMwebinar

                                                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                  - Max Levchin Founder

                                                                                                  54

                                                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                                  $1500M ODERN COUCH

                                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                                  $51671mo for 3 months

                                                                                                  $26477mo for 6 months

                                                                                                  $13892mo for 12 months

                                                                                                  55

                                                                                                  Affirm builds trust through transparency

                                                                                                  Modern financing delivers results for retailers

                                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                                  57

                                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                  $2000+ bikes for full price ldquo

                                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                                  aff i rmcombusiness

                                                                                                  copy 2016 eMarketer Inc

                                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                  QampA Session

                                                                                                  Made possible by

                                                                                                  You will receive an email tomorrow with a link to view the

                                                                                                  deck and webinar recording

                                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                  Yory Wurmser

                                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                  Recap

                                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                  Performance Marketing in Retail

                                                                                                  • Slide Number 1
                                                                                                  • Agenda
                                                                                                  • Slide Number 3
                                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                  • Short Answer
                                                                                                  • Longer Answer A lot has happened since September
                                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                                  • Consumer confidence rebounded strongly in November
                                                                                                  • 2 Online shopping around the election was depressed
                                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                  • hellip But in-store retail sales still fell
                                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                  • Slide Number 20
                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                  • Slide Number 30
                                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                  • Slide Number 35
                                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                  • Mobile performance was up across the board
                                                                                                  • Slide Number 43
                                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                                  • Slide Number 47
                                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                  • Recap
                                                                                                  • Slide Number 53
                                                                                                  • Slide Number 54
                                                                                                  • Slide Number 55
                                                                                                  • Slide Number 56
                                                                                                  • Slide Number 57
                                                                                                  • Slide Number 58
                                                                                                  • Slide Number 59
                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                    Desktop44
                                                                                                    Mobile Web27
                                                                                                    Mobile App29
                                                                                                    Desktop
                                                                                                    Mobile Web
                                                                                                    Mobile App

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Only 19 of US smartphone users bought the majority of their purchases spontaneously

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                                    SeptemberndashNovember economic performance

                                                                                                    Election effect

                                                                                                    Thanksgiving and Cyber Week

                                                                                                    Total Retail Ecommerce

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Big Retailers Launch Online Counterattack

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                    2227 30 34

                                                                                                    4046

                                                                                                    0

                                                                                                    100

                                                                                                    2011 2012 2013 2014 2015 2016

                                                                                                    Amazonrsquos Share of Retail Ecommerce Sales

                                                                                                    Source Institute for Local Self-Reliance

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                    Amazon accounted for at least

                                                                                                    37 of US ecommerce sales from November 24ndash28

                                                                                                    Source Internet Retailer Nov 29 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                    Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                    More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                    More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                    Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                    More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    While digital spending went up total ad spending by big retailers went down

                                                                                                    -9drop in overall retailer ad spending in the four weeks

                                                                                                    ending on November 27Source Kantar Media Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                    39 in October 2016 to 45 in November 2016

                                                                                                    Amazon stayed flat albeit at a higher level

                                                                                                    Source Bain amp Company Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                    39

                                                                                                    32

                                                                                                    25

                                                                                                    61

                                                                                                    68

                                                                                                    75

                                                                                                    0 100Pure Play Multichannel

                                                                                                    Cyber Monday

                                                                                                    Black Friday

                                                                                                    Percent share of desktop ecommerce

                                                                                                    Thanksgiving

                                                                                                    43

                                                                                                    27

                                                                                                    17

                                                                                                    57

                                                                                                    73

                                                                                                    83

                                                                                                    0 100Pure Play Multichannel

                                                                                                    Cyber Monday

                                                                                                    Black Friday

                                                                                                    Percent share of desktop ecommerce

                                                                                                    Thanksgiving

                                                                                                    2015 2016

                                                                                                    Source comScore Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Thanksgiving Promotions Starting Earlier and Ending

                                                                                                    Later

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                    (pre-Black Friday Sale)

                                                                                                    BLACKFRIDAY(select deals)

                                                                                                    Image Creative commons

                                                                                                    November 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                    The peak online shopping hour on Cyber Monday

                                                                                                    NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                    Bloomreach 630pm

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Mobile Commerce Revolution Continues

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    US retail mcommerce sales are expected to accelerate in 2016

                                                                                                    Mcommerce sales will rise 432 in 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                    26

                                                                                                    41

                                                                                                    29

                                                                                                    0

                                                                                                    50

                                                                                                    Thanksgiving Day Black Friday Cyber Monday

                                                                                                    Mcommerce Sales Growth 2015ndash2016

                                                                                                    Source comScore Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                    5350 52 51

                                                                                                    43

                                                                                                    0

                                                                                                    100Mobile Share of Unique

                                                                                                    User Visits

                                                                                                    Source Hooklogic Nov 2016

                                                                                                    5755 59 58

                                                                                                    47

                                                                                                    0

                                                                                                    100Mobile Share of Visits

                                                                                                    Source NetElixir Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                    Source ComScore Dec 2016

                                                                                                    eMwebinar

                                                                                                    Chart1

                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                    044
                                                                                                    027
                                                                                                    029

                                                                                                    Sheet1

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Mobile performance was up across the board

                                                                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                    Smartphone conversion rates up 53

                                                                                                    Average order value up 29

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Product Trends

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                    26

                                                                                                    3639

                                                                                                    43

                                                                                                    0

                                                                                                    50

                                                                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                    Source Branding Brand Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                                                                    53 year-over-year increase in online purchases of shoes

                                                                                                    Source comScore Dec 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Top 10 toy searches on Hooklogic retailer sites

                                                                                                    1 Hatchimals

                                                                                                    2 Nintendo

                                                                                                    3 Shopkins

                                                                                                    4 Lego

                                                                                                    5 Paw Patrol

                                                                                                    6 NES Classic Edition

                                                                                                    7 PokeacutemonPokeacutemon cards

                                                                                                    8 Barbie

                                                                                                    9 Our Generation

                                                                                                    10 Xbox One

                                                                                                    Source Hooklogic

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Expectations for the Rest of the Season

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Impact of competitive discounting on holiday ecommerce

                                                                                                    SalesTrafficMargins

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                    9 of shoppers had completed their shopping by the start

                                                                                                    of Cyber Monday down from 11 in 2015

                                                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                    up from 19 in 2015

                                                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                    eMwebinar

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Recap

                                                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                    and a 33 gain for total retail sales looks to be on target

                                                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                    eMwebinar

                                                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                    - Max Levchin Founder

                                                                                                    54

                                                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                                                    $1500M ODERN COUCH

                                                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                                                    $51671mo for 3 months

                                                                                                    $26477mo for 6 months

                                                                                                    $13892mo for 12 months

                                                                                                    55

                                                                                                    Affirm builds trust through transparency

                                                                                                    Modern financing delivers results for retailers

                                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                                    57

                                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                    $2000+ bikes for full price ldquo

                                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                                    aff i rmcombusiness

                                                                                                    copy 2016 eMarketer Inc

                                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                    QampA Session

                                                                                                    Made possible by

                                                                                                    You will receive an email tomorrow with a link to view the

                                                                                                    deck and webinar recording

                                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                    Yory Wurmser

                                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                    Recap

                                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                    Performance Marketing in Retail

                                                                                                    • Slide Number 1
                                                                                                    • Agenda
                                                                                                    • Slide Number 3
                                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                    • Short Answer
                                                                                                    • Longer Answer A lot has happened since September
                                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                                    • Consumer confidence rebounded strongly in November
                                                                                                    • 2 Online shopping around the election was depressed
                                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                    • hellip But in-store retail sales still fell
                                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                    • Slide Number 20
                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                    • Slide Number 30
                                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                    • Slide Number 35
                                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                    • Mobile performance was up across the board
                                                                                                    • Slide Number 43
                                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                                    • Slide Number 47
                                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                    • Recap
                                                                                                    • Slide Number 53
                                                                                                    • Slide Number 54
                                                                                                    • Slide Number 55
                                                                                                    • Slide Number 56
                                                                                                    • Slide Number 57
                                                                                                    • Slide Number 58
                                                                                                    • Slide Number 59
                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                      Desktop44
                                                                                                      Mobile Web27
                                                                                                      Mobile App29
                                                                                                      Desktop
                                                                                                      Mobile Web
                                                                                                      Mobile App

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds

                                                                                                      SeptemberndashNovember economic performance

                                                                                                      Election effect

                                                                                                      Thanksgiving and Cyber Week

                                                                                                      Total Retail Ecommerce

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Big Retailers Launch Online Counterattack

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                      2227 30 34

                                                                                                      4046

                                                                                                      0

                                                                                                      100

                                                                                                      2011 2012 2013 2014 2015 2016

                                                                                                      Amazonrsquos Share of Retail Ecommerce Sales

                                                                                                      Source Institute for Local Self-Reliance

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                      Amazon accounted for at least

                                                                                                      37 of US ecommerce sales from November 24ndash28

                                                                                                      Source Internet Retailer Nov 29 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                      Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                      More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                      More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                      Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                      More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      While digital spending went up total ad spending by big retailers went down

                                                                                                      -9drop in overall retailer ad spending in the four weeks

                                                                                                      ending on November 27Source Kantar Media Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                      87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                      39 in October 2016 to 45 in November 2016

                                                                                                      Amazon stayed flat albeit at a higher level

                                                                                                      Source Bain amp Company Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                      39

                                                                                                      32

                                                                                                      25

                                                                                                      61

                                                                                                      68

                                                                                                      75

                                                                                                      0 100Pure Play Multichannel

                                                                                                      Cyber Monday

                                                                                                      Black Friday

                                                                                                      Percent share of desktop ecommerce

                                                                                                      Thanksgiving

                                                                                                      43

                                                                                                      27

                                                                                                      17

                                                                                                      57

                                                                                                      73

                                                                                                      83

                                                                                                      0 100Pure Play Multichannel

                                                                                                      Cyber Monday

                                                                                                      Black Friday

                                                                                                      Percent share of desktop ecommerce

                                                                                                      Thanksgiving

                                                                                                      2015 2016

                                                                                                      Source comScore Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Thanksgiving Promotions Starting Earlier and Ending

                                                                                                      Later

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                      (pre-Black Friday Sale)

                                                                                                      BLACKFRIDAY(select deals)

                                                                                                      Image Creative commons

                                                                                                      November 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                      The peak online shopping hour on Cyber Monday

                                                                                                      NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                      Bloomreach 630pm

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Mobile Commerce Revolution Continues

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      US retail mcommerce sales are expected to accelerate in 2016

                                                                                                      Mcommerce sales will rise 432 in 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                      26

                                                                                                      41

                                                                                                      29

                                                                                                      0

                                                                                                      50

                                                                                                      Thanksgiving Day Black Friday Cyber Monday

                                                                                                      Mcommerce Sales Growth 2015ndash2016

                                                                                                      Source comScore Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                      5350 52 51

                                                                                                      43

                                                                                                      0

                                                                                                      100Mobile Share of Unique

                                                                                                      User Visits

                                                                                                      Source Hooklogic Nov 2016

                                                                                                      5755 59 58

                                                                                                      47

                                                                                                      0

                                                                                                      100Mobile Share of Visits

                                                                                                      Source NetElixir Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                      Source ComScore Dec 2016

                                                                                                      eMwebinar

                                                                                                      Chart1

                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                      044
                                                                                                      027
                                                                                                      029

                                                                                                      Sheet1

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Mobile performance was up across the board

                                                                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                      Smartphone conversion rates up 53

                                                                                                      Average order value up 29

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Product Trends

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                      26

                                                                                                      3639

                                                                                                      43

                                                                                                      0

                                                                                                      50

                                                                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                      Source Branding Brand Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                                                                      53 year-over-year increase in online purchases of shoes

                                                                                                      Source comScore Dec 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Top 10 toy searches on Hooklogic retailer sites

                                                                                                      1 Hatchimals

                                                                                                      2 Nintendo

                                                                                                      3 Shopkins

                                                                                                      4 Lego

                                                                                                      5 Paw Patrol

                                                                                                      6 NES Classic Edition

                                                                                                      7 PokeacutemonPokeacutemon cards

                                                                                                      8 Barbie

                                                                                                      9 Our Generation

                                                                                                      10 Xbox One

                                                                                                      Source Hooklogic

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Expectations for the Rest of the Season

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Impact of competitive discounting on holiday ecommerce

                                                                                                      SalesTrafficMargins

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                      9 of shoppers had completed their shopping by the start

                                                                                                      of Cyber Monday down from 11 in 2015

                                                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                      up from 19 in 2015

                                                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                      eMwebinar

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Recap

                                                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                      and a 33 gain for total retail sales looks to be on target

                                                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                      eMwebinar

                                                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                      - Max Levchin Founder

                                                                                                      54

                                                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                                                      $1500M ODERN COUCH

                                                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                                                      $51671mo for 3 months

                                                                                                      $26477mo for 6 months

                                                                                                      $13892mo for 12 months

                                                                                                      55

                                                                                                      Affirm builds trust through transparency

                                                                                                      Modern financing delivers results for retailers

                                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                                      57

                                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                      $2000+ bikes for full price ldquo

                                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                                      aff i rmcombusiness

                                                                                                      copy 2016 eMarketer Inc

                                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                      QampA Session

                                                                                                      Made possible by

                                                                                                      You will receive an email tomorrow with a link to view the

                                                                                                      deck and webinar recording

                                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                      Yory Wurmser

                                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                      Recap

                                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                      Performance Marketing in Retail

                                                                                                      • Slide Number 1
                                                                                                      • Agenda
                                                                                                      • Slide Number 3
                                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                      • Short Answer
                                                                                                      • Longer Answer A lot has happened since September
                                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                                      • Consumer confidence rebounded strongly in November
                                                                                                      • 2 Online shopping around the election was depressed
                                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                      • hellip But in-store retail sales still fell
                                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                      • Slide Number 20
                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                      • Slide Number 30
                                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                      • Slide Number 35
                                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                      • Mobile performance was up across the board
                                                                                                      • Slide Number 43
                                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                                      • Slide Number 47
                                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                      • Recap
                                                                                                      • Slide Number 53
                                                                                                      • Slide Number 54
                                                                                                      • Slide Number 55
                                                                                                      • Slide Number 56
                                                                                                      • Slide Number 57
                                                                                                      • Slide Number 58
                                                                                                      • Slide Number 59
                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                        Desktop44
                                                                                                        Mobile Web27
                                                                                                        Mobile App29
                                                                                                        Desktop
                                                                                                        Mobile Web
                                                                                                        Mobile App

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Big Retailers Launch Online Counterattack

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                        2227 30 34

                                                                                                        4046

                                                                                                        0

                                                                                                        100

                                                                                                        2011 2012 2013 2014 2015 2016

                                                                                                        Amazonrsquos Share of Retail Ecommerce Sales

                                                                                                        Source Institute for Local Self-Reliance

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                        Amazon accounted for at least

                                                                                                        37 of US ecommerce sales from November 24ndash28

                                                                                                        Source Internet Retailer Nov 29 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                        Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                        More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                        More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                        Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                        More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        While digital spending went up total ad spending by big retailers went down

                                                                                                        -9drop in overall retailer ad spending in the four weeks

                                                                                                        ending on November 27Source Kantar Media Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                        87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                        39 in October 2016 to 45 in November 2016

                                                                                                        Amazon stayed flat albeit at a higher level

                                                                                                        Source Bain amp Company Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                        39

                                                                                                        32

                                                                                                        25

                                                                                                        61

                                                                                                        68

                                                                                                        75

                                                                                                        0 100Pure Play Multichannel

                                                                                                        Cyber Monday

                                                                                                        Black Friday

                                                                                                        Percent share of desktop ecommerce

                                                                                                        Thanksgiving

                                                                                                        43

                                                                                                        27

                                                                                                        17

                                                                                                        57

                                                                                                        73

                                                                                                        83

                                                                                                        0 100Pure Play Multichannel

                                                                                                        Cyber Monday

                                                                                                        Black Friday

                                                                                                        Percent share of desktop ecommerce

                                                                                                        Thanksgiving

                                                                                                        2015 2016

                                                                                                        Source comScore Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Thanksgiving Promotions Starting Earlier and Ending

                                                                                                        Later

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                        (pre-Black Friday Sale)

                                                                                                        BLACKFRIDAY(select deals)

                                                                                                        Image Creative commons

                                                                                                        November 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                        The peak online shopping hour on Cyber Monday

                                                                                                        NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                        Bloomreach 630pm

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Mobile Commerce Revolution Continues

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        US retail mcommerce sales are expected to accelerate in 2016

                                                                                                        Mcommerce sales will rise 432 in 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                        26

                                                                                                        41

                                                                                                        29

                                                                                                        0

                                                                                                        50

                                                                                                        Thanksgiving Day Black Friday Cyber Monday

                                                                                                        Mcommerce Sales Growth 2015ndash2016

                                                                                                        Source comScore Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                        5350 52 51

                                                                                                        43

                                                                                                        0

                                                                                                        100Mobile Share of Unique

                                                                                                        User Visits

                                                                                                        Source Hooklogic Nov 2016

                                                                                                        5755 59 58

                                                                                                        47

                                                                                                        0

                                                                                                        100Mobile Share of Visits

                                                                                                        Source NetElixir Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                        Source ComScore Dec 2016

                                                                                                        eMwebinar

                                                                                                        Chart1

                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                        044
                                                                                                        027
                                                                                                        029

                                                                                                        Sheet1

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Mobile performance was up across the board

                                                                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                        Smartphone conversion rates up 53

                                                                                                        Average order value up 29

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Product Trends

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                        26

                                                                                                        3639

                                                                                                        43

                                                                                                        0

                                                                                                        50

                                                                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                        Source Branding Brand Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                                                                        53 year-over-year increase in online purchases of shoes

                                                                                                        Source comScore Dec 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Top 10 toy searches on Hooklogic retailer sites

                                                                                                        1 Hatchimals

                                                                                                        2 Nintendo

                                                                                                        3 Shopkins

                                                                                                        4 Lego

                                                                                                        5 Paw Patrol

                                                                                                        6 NES Classic Edition

                                                                                                        7 PokeacutemonPokeacutemon cards

                                                                                                        8 Barbie

                                                                                                        9 Our Generation

                                                                                                        10 Xbox One

                                                                                                        Source Hooklogic

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Expectations for the Rest of the Season

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Impact of competitive discounting on holiday ecommerce

                                                                                                        SalesTrafficMargins

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                        9 of shoppers had completed their shopping by the start

                                                                                                        of Cyber Monday down from 11 in 2015

                                                                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                        up from 19 in 2015

                                                                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                        eMwebinar

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Recap

                                                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                        and a 33 gain for total retail sales looks to be on target

                                                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                        eMwebinar

                                                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                        - Max Levchin Founder

                                                                                                        54

                                                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                                                        $1500M ODERN COUCH

                                                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                                                        $51671mo for 3 months

                                                                                                        $26477mo for 6 months

                                                                                                        $13892mo for 12 months

                                                                                                        55

                                                                                                        Affirm builds trust through transparency

                                                                                                        Modern financing delivers results for retailers

                                                                                                        Source Affirm Merchant Case Study March 2016

                                                                                                        57

                                                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                        $2000+ bikes for full price ldquo

                                                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                                                        - Graham Stanton President and co-founder of Peloton

                                                                                                        aff i rmcombusiness

                                                                                                        copy 2016 eMarketer Inc

                                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                        QampA Session

                                                                                                        Made possible by

                                                                                                        You will receive an email tomorrow with a link to view the

                                                                                                        deck and webinar recording

                                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                        Yory Wurmser

                                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                        Recap

                                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                        Performance Marketing in Retail

                                                                                                        • Slide Number 1
                                                                                                        • Agenda
                                                                                                        • Slide Number 3
                                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                        • Short Answer
                                                                                                        • Longer Answer A lot has happened since September
                                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                                        • Consumer confidence rebounded strongly in November
                                                                                                        • 2 Online shopping around the election was depressed
                                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                        • hellip But in-store retail sales still fell
                                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                        • Slide Number 20
                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                        • Slide Number 30
                                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                        • Slide Number 35
                                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                        • Mobile performance was up across the board
                                                                                                        • Slide Number 43
                                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                                        • Slide Number 47
                                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                        • Recap
                                                                                                        • Slide Number 53
                                                                                                        • Slide Number 54
                                                                                                        • Slide Number 55
                                                                                                        • Slide Number 56
                                                                                                        • Slide Number 57
                                                                                                        • Slide Number 58
                                                                                                        • Slide Number 59
                                                                                                          Online Retail Visits on Cyber Monday
                                                                                                          Desktop44
                                                                                                          Mobile Web27
                                                                                                          Mobile App29
                                                                                                          Desktop
                                                                                                          Mobile Web
                                                                                                          Mobile App

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                          2227 30 34

                                                                                                          4046

                                                                                                          0

                                                                                                          100

                                                                                                          2011 2012 2013 2014 2015 2016

                                                                                                          Amazonrsquos Share of Retail Ecommerce Sales

                                                                                                          Source Institute for Local Self-Reliance

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                          Amazon accounted for at least

                                                                                                          37 of US ecommerce sales from November 24ndash28

                                                                                                          Source Internet Retailer Nov 29 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                          Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                          More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                          More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                          Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                          More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          While digital spending went up total ad spending by big retailers went down

                                                                                                          -9drop in overall retailer ad spending in the four weeks

                                                                                                          ending on November 27Source Kantar Media Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                          87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                          39 in October 2016 to 45 in November 2016

                                                                                                          Amazon stayed flat albeit at a higher level

                                                                                                          Source Bain amp Company Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                          39

                                                                                                          32

                                                                                                          25

                                                                                                          61

                                                                                                          68

                                                                                                          75

                                                                                                          0 100Pure Play Multichannel

                                                                                                          Cyber Monday

                                                                                                          Black Friday

                                                                                                          Percent share of desktop ecommerce

                                                                                                          Thanksgiving

                                                                                                          43

                                                                                                          27

                                                                                                          17

                                                                                                          57

                                                                                                          73

                                                                                                          83

                                                                                                          0 100Pure Play Multichannel

                                                                                                          Cyber Monday

                                                                                                          Black Friday

                                                                                                          Percent share of desktop ecommerce

                                                                                                          Thanksgiving

                                                                                                          2015 2016

                                                                                                          Source comScore Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Thanksgiving Promotions Starting Earlier and Ending

                                                                                                          Later

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                          (pre-Black Friday Sale)

                                                                                                          BLACKFRIDAY(select deals)

                                                                                                          Image Creative commons

                                                                                                          November 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                          The peak online shopping hour on Cyber Monday

                                                                                                          NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                          Bloomreach 630pm

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Mobile Commerce Revolution Continues

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          US retail mcommerce sales are expected to accelerate in 2016

                                                                                                          Mcommerce sales will rise 432 in 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                          26

                                                                                                          41

                                                                                                          29

                                                                                                          0

                                                                                                          50

                                                                                                          Thanksgiving Day Black Friday Cyber Monday

                                                                                                          Mcommerce Sales Growth 2015ndash2016

                                                                                                          Source comScore Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                          5350 52 51

                                                                                                          43

                                                                                                          0

                                                                                                          100Mobile Share of Unique

                                                                                                          User Visits

                                                                                                          Source Hooklogic Nov 2016

                                                                                                          5755 59 58

                                                                                                          47

                                                                                                          0

                                                                                                          100Mobile Share of Visits

                                                                                                          Source NetElixir Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                          Source ComScore Dec 2016

                                                                                                          eMwebinar

                                                                                                          Chart1

                                                                                                          Online Retail Visits on Cyber Monday
                                                                                                          044
                                                                                                          027
                                                                                                          029

                                                                                                          Sheet1

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Mobile performance was up across the board

                                                                                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                          Smartphone conversion rates up 53

                                                                                                          Average order value up 29

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Product Trends

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                          26

                                                                                                          3639

                                                                                                          43

                                                                                                          0

                                                                                                          50

                                                                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                          Source Branding Brand Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                                                                          53 year-over-year increase in online purchases of shoes

                                                                                                          Source comScore Dec 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Top 10 toy searches on Hooklogic retailer sites

                                                                                                          1 Hatchimals

                                                                                                          2 Nintendo

                                                                                                          3 Shopkins

                                                                                                          4 Lego

                                                                                                          5 Paw Patrol

                                                                                                          6 NES Classic Edition

                                                                                                          7 PokeacutemonPokeacutemon cards

                                                                                                          8 Barbie

                                                                                                          9 Our Generation

                                                                                                          10 Xbox One

                                                                                                          Source Hooklogic

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Expectations for the Rest of the Season

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Impact of competitive discounting on holiday ecommerce

                                                                                                          SalesTrafficMargins

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                          9 of shoppers had completed their shopping by the start

                                                                                                          of Cyber Monday down from 11 in 2015

                                                                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                          up from 19 in 2015

                                                                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                          eMwebinar

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Recap

                                                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                          and a 33 gain for total retail sales looks to be on target

                                                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                          eMwebinar

                                                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                          - Max Levchin Founder

                                                                                                          54

                                                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                                                          $1500M ODERN COUCH

                                                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                                                          $51671mo for 3 months

                                                                                                          $26477mo for 6 months

                                                                                                          $13892mo for 12 months

                                                                                                          55

                                                                                                          Affirm builds trust through transparency

                                                                                                          Modern financing delivers results for retailers

                                                                                                          Source Affirm Merchant Case Study March 2016

                                                                                                          57

                                                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                          $2000+ bikes for full price ldquo

                                                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                                                          - Graham Stanton President and co-founder of Peloton

                                                                                                          aff i rmcombusiness

                                                                                                          copy 2016 eMarketer Inc

                                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                          QampA Session

                                                                                                          Made possible by

                                                                                                          You will receive an email tomorrow with a link to view the

                                                                                                          deck and webinar recording

                                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                          Yory Wurmser

                                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                          Recap

                                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                          Performance Marketing in Retail

                                                                                                          • Slide Number 1
                                                                                                          • Agenda
                                                                                                          • Slide Number 3
                                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                          • Short Answer
                                                                                                          • Longer Answer A lot has happened since September
                                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                                          • Consumer confidence rebounded strongly in November
                                                                                                          • 2 Online shopping around the election was depressed
                                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                          • hellip But in-store retail sales still fell
                                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                          • Slide Number 20
                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                          • Slide Number 30
                                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                          • Slide Number 35
                                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                          • Mobile performance was up across the board
                                                                                                          • Slide Number 43
                                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                                          • Slide Number 47
                                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                          • Recap
                                                                                                          • Slide Number 53
                                                                                                          • Slide Number 54
                                                                                                          • Slide Number 55
                                                                                                          • Slide Number 56
                                                                                                          • Slide Number 57
                                                                                                          • Slide Number 58
                                                                                                          • Slide Number 59
                                                                                                            Online Retail Visits on Cyber Monday
                                                                                                            Desktop44
                                                                                                            Mobile Web27
                                                                                                            Mobile App29
                                                                                                            Desktop
                                                                                                            Mobile Web
                                                                                                            Mobile App

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Amazon is becoming a leading product search engine for mobile shoppers

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                            Amazon accounted for at least

                                                                                                            37 of US ecommerce sales from November 24ndash28

                                                                                                            Source Internet Retailer Nov 29 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                            Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                            More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                            More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                            Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                            More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            While digital spending went up total ad spending by big retailers went down

                                                                                                            -9drop in overall retailer ad spending in the four weeks

                                                                                                            ending on November 27Source Kantar Media Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                            87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                            39 in October 2016 to 45 in November 2016

                                                                                                            Amazon stayed flat albeit at a higher level

                                                                                                            Source Bain amp Company Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                            39

                                                                                                            32

                                                                                                            25

                                                                                                            61

                                                                                                            68

                                                                                                            75

                                                                                                            0 100Pure Play Multichannel

                                                                                                            Cyber Monday

                                                                                                            Black Friday

                                                                                                            Percent share of desktop ecommerce

                                                                                                            Thanksgiving

                                                                                                            43

                                                                                                            27

                                                                                                            17

                                                                                                            57

                                                                                                            73

                                                                                                            83

                                                                                                            0 100Pure Play Multichannel

                                                                                                            Cyber Monday

                                                                                                            Black Friday

                                                                                                            Percent share of desktop ecommerce

                                                                                                            Thanksgiving

                                                                                                            2015 2016

                                                                                                            Source comScore Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Thanksgiving Promotions Starting Earlier and Ending

                                                                                                            Later

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                            (pre-Black Friday Sale)

                                                                                                            BLACKFRIDAY(select deals)

                                                                                                            Image Creative commons

                                                                                                            November 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                            The peak online shopping hour on Cyber Monday

                                                                                                            NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                            Bloomreach 630pm

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Mobile Commerce Revolution Continues

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            US retail mcommerce sales are expected to accelerate in 2016

                                                                                                            Mcommerce sales will rise 432 in 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                            26

                                                                                                            41

                                                                                                            29

                                                                                                            0

                                                                                                            50

                                                                                                            Thanksgiving Day Black Friday Cyber Monday

                                                                                                            Mcommerce Sales Growth 2015ndash2016

                                                                                                            Source comScore Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                            5350 52 51

                                                                                                            43

                                                                                                            0

                                                                                                            100Mobile Share of Unique

                                                                                                            User Visits

                                                                                                            Source Hooklogic Nov 2016

                                                                                                            5755 59 58

                                                                                                            47

                                                                                                            0

                                                                                                            100Mobile Share of Visits

                                                                                                            Source NetElixir Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                            Source ComScore Dec 2016

                                                                                                            eMwebinar

                                                                                                            Chart1

                                                                                                            Online Retail Visits on Cyber Monday
                                                                                                            044
                                                                                                            027
                                                                                                            029

                                                                                                            Sheet1

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Mobile performance was up across the board

                                                                                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                            Smartphone conversion rates up 53

                                                                                                            Average order value up 29

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Product Trends

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                            26

                                                                                                            3639

                                                                                                            43

                                                                                                            0

                                                                                                            50

                                                                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                            Source Branding Brand Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                                                                            53 year-over-year increase in online purchases of shoes

                                                                                                            Source comScore Dec 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Top 10 toy searches on Hooklogic retailer sites

                                                                                                            1 Hatchimals

                                                                                                            2 Nintendo

                                                                                                            3 Shopkins

                                                                                                            4 Lego

                                                                                                            5 Paw Patrol

                                                                                                            6 NES Classic Edition

                                                                                                            7 PokeacutemonPokeacutemon cards

                                                                                                            8 Barbie

                                                                                                            9 Our Generation

                                                                                                            10 Xbox One

                                                                                                            Source Hooklogic

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Expectations for the Rest of the Season

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Impact of competitive discounting on holiday ecommerce

                                                                                                            SalesTrafficMargins

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                            9 of shoppers had completed their shopping by the start

                                                                                                            of Cyber Monday down from 11 in 2015

                                                                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                            up from 19 in 2015

                                                                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                            eMwebinar

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Recap

                                                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                            and a 33 gain for total retail sales looks to be on target

                                                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                            eMwebinar

                                                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                            - Max Levchin Founder

                                                                                                            54

                                                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                                                            $1500M ODERN COUCH

                                                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                                                            $51671mo for 3 months

                                                                                                            $26477mo for 6 months

                                                                                                            $13892mo for 12 months

                                                                                                            55

                                                                                                            Affirm builds trust through transparency

                                                                                                            Modern financing delivers results for retailers

                                                                                                            Source Affirm Merchant Case Study March 2016

                                                                                                            57

                                                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                            $2000+ bikes for full price ldquo

                                                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                                                            - Graham Stanton President and co-founder of Peloton

                                                                                                            aff i rmcombusiness

                                                                                                            copy 2016 eMarketer Inc

                                                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                            QampA Session

                                                                                                            Made possible by

                                                                                                            You will receive an email tomorrow with a link to view the

                                                                                                            deck and webinar recording

                                                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                            Yory Wurmser

                                                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                            Recap

                                                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                            Performance Marketing in Retail

                                                                                                            • Slide Number 1
                                                                                                            • Agenda
                                                                                                            • Slide Number 3
                                                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                            • Short Answer
                                                                                                            • Longer Answer A lot has happened since September
                                                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                                                            • Consumer confidence rebounded strongly in November
                                                                                                            • 2 Online shopping around the election was depressed
                                                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                            • hellip But in-store retail sales still fell
                                                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                            • Slide Number 20
                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                            • Slide Number 30
                                                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                            • Slide Number 35
                                                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                            • Mobile performance was up across the board
                                                                                                            • Slide Number 43
                                                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                                                            • Slide Number 47
                                                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                            • Recap
                                                                                                            • Slide Number 53
                                                                                                            • Slide Number 54
                                                                                                            • Slide Number 55
                                                                                                            • Slide Number 56
                                                                                                            • Slide Number 57
                                                                                                            • Slide Number 58
                                                                                                            • Slide Number 59
                                                                                                              Online Retail Visits on Cyber Monday
                                                                                                              Desktop44
                                                                                                              Mobile Web27
                                                                                                              Mobile App29
                                                                                                              Desktop
                                                                                                              Mobile Web
                                                                                                              Mobile App

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Backstory Amazon has been laying waste to other retailers in ecommerce

                                                                                                              Amazon accounted for at least

                                                                                                              37 of US ecommerce sales from November 24ndash28

                                                                                                              Source Internet Retailer Nov 29 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                              Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                              More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                              More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                              Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                              More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              While digital spending went up total ad spending by big retailers went down

                                                                                                              -9drop in overall retailer ad spending in the four weeks

                                                                                                              ending on November 27Source Kantar Media Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                              87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                              39 in October 2016 to 45 in November 2016

                                                                                                              Amazon stayed flat albeit at a higher level

                                                                                                              Source Bain amp Company Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                              39

                                                                                                              32

                                                                                                              25

                                                                                                              61

                                                                                                              68

                                                                                                              75

                                                                                                              0 100Pure Play Multichannel

                                                                                                              Cyber Monday

                                                                                                              Black Friday

                                                                                                              Percent share of desktop ecommerce

                                                                                                              Thanksgiving

                                                                                                              43

                                                                                                              27

                                                                                                              17

                                                                                                              57

                                                                                                              73

                                                                                                              83

                                                                                                              0 100Pure Play Multichannel

                                                                                                              Cyber Monday

                                                                                                              Black Friday

                                                                                                              Percent share of desktop ecommerce

                                                                                                              Thanksgiving

                                                                                                              2015 2016

                                                                                                              Source comScore Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Thanksgiving Promotions Starting Earlier and Ending

                                                                                                              Later

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                              (pre-Black Friday Sale)

                                                                                                              BLACKFRIDAY(select deals)

                                                                                                              Image Creative commons

                                                                                                              November 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                              The peak online shopping hour on Cyber Monday

                                                                                                              NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                              Bloomreach 630pm

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Mobile Commerce Revolution Continues

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              US retail mcommerce sales are expected to accelerate in 2016

                                                                                                              Mcommerce sales will rise 432 in 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                              26

                                                                                                              41

                                                                                                              29

                                                                                                              0

                                                                                                              50

                                                                                                              Thanksgiving Day Black Friday Cyber Monday

                                                                                                              Mcommerce Sales Growth 2015ndash2016

                                                                                                              Source comScore Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                              5350 52 51

                                                                                                              43

                                                                                                              0

                                                                                                              100Mobile Share of Unique

                                                                                                              User Visits

                                                                                                              Source Hooklogic Nov 2016

                                                                                                              5755 59 58

                                                                                                              47

                                                                                                              0

                                                                                                              100Mobile Share of Visits

                                                                                                              Source NetElixir Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                              Source ComScore Dec 2016

                                                                                                              eMwebinar

                                                                                                              Chart1

                                                                                                              Online Retail Visits on Cyber Monday
                                                                                                              044
                                                                                                              027
                                                                                                              029

                                                                                                              Sheet1

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Mobile performance was up across the board

                                                                                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                              Smartphone conversion rates up 53

                                                                                                              Average order value up 29

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Product Trends

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                              26

                                                                                                              3639

                                                                                                              43

                                                                                                              0

                                                                                                              50

                                                                                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                              Source Branding Brand Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                                                                              53 year-over-year increase in online purchases of shoes

                                                                                                              Source comScore Dec 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Top 10 toy searches on Hooklogic retailer sites

                                                                                                              1 Hatchimals

                                                                                                              2 Nintendo

                                                                                                              3 Shopkins

                                                                                                              4 Lego

                                                                                                              5 Paw Patrol

                                                                                                              6 NES Classic Edition

                                                                                                              7 PokeacutemonPokeacutemon cards

                                                                                                              8 Barbie

                                                                                                              9 Our Generation

                                                                                                              10 Xbox One

                                                                                                              Source Hooklogic

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Expectations for the Rest of the Season

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Impact of competitive discounting on holiday ecommerce

                                                                                                              SalesTrafficMargins

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                              9 of shoppers had completed their shopping by the start

                                                                                                              of Cyber Monday down from 11 in 2015

                                                                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                              up from 19 in 2015

                                                                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                              eMwebinar

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Recap

                                                                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                              and a 33 gain for total retail sales looks to be on target

                                                                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                              Mobile As expected mcommerce continues to grow rapidly

                                                                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                              eMwebinar

                                                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                              - Max Levchin Founder

                                                                                                              54

                                                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                                                              $1500M ODERN COUCH

                                                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                                                              $51671mo for 3 months

                                                                                                              $26477mo for 6 months

                                                                                                              $13892mo for 12 months

                                                                                                              55

                                                                                                              Affirm builds trust through transparency

                                                                                                              Modern financing delivers results for retailers

                                                                                                              Source Affirm Merchant Case Study March 2016

                                                                                                              57

                                                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                              $2000+ bikes for full price ldquo

                                                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                                                              - Graham Stanton President and co-founder of Peloton

                                                                                                              aff i rmcombusiness

                                                                                                              copy 2016 eMarketer Inc

                                                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                              QampA Session

                                                                                                              Made possible by

                                                                                                              You will receive an email tomorrow with a link to view the

                                                                                                              deck and webinar recording

                                                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                              Yory Wurmser

                                                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                              Recap

                                                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                              Performance Marketing in Retail

                                                                                                              • Slide Number 1
                                                                                                              • Agenda
                                                                                                              • Slide Number 3
                                                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                              • Short Answer
                                                                                                              • Longer Answer A lot has happened since September
                                                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                                                              • Consumer confidence rebounded strongly in November
                                                                                                              • 2 Online shopping around the election was depressed
                                                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                              • hellip But in-store retail sales still fell
                                                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                              • Slide Number 20
                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                              • Slide Number 30
                                                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                              • Slide Number 35
                                                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                              • Mobile performance was up across the board
                                                                                                              • Slide Number 43
                                                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                                                              • Slide Number 47
                                                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                              • Recap
                                                                                                              • Slide Number 53
                                                                                                              • Slide Number 54
                                                                                                              • Slide Number 55
                                                                                                              • Slide Number 56
                                                                                                              • Slide Number 57
                                                                                                              • Slide Number 58
                                                                                                              • Slide Number 59
                                                                                                                Online Retail Visits on Cyber Monday
                                                                                                                Desktop44
                                                                                                                Mobile Web27
                                                                                                                Mobile App29
                                                                                                                Desktop
                                                                                                                Mobile Web
                                                                                                                Mobile App

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Retailers fought back this year with digital advertising and steeper discounts More digital ad spend 179 year-over-year increase on Thanksgiving

                                                                                                                Day and 138 jump on Black Friday Source AdRoll Nov 2016

                                                                                                                More notifications Retailers sent 56 more app notifications during the two weeks before Thanksgiving in 2016 than in 2015 Source Urban Airship Nov 2016

                                                                                                                More Product Listing Ads Sales produced by PLAs were up 53year-over-year during ThanksgivingndashCyber Monday Source Merkle Dec 2016

                                                                                                                Steeper discounts Percentage-off deals averaged 263 across the Cyber 5 weekend compared with 258 in 2015 Source RetailMeNot Dec 2016

                                                                                                                More sales promotions 362 of shoppers ldquobought all of theirrdquo Thanksgiving Weekend purchases on sale compared with 325 in 2015 Source National Retail Federation and Prosper Insights amp Analytics Nov 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                While digital spending went up total ad spending by big retailers went down

                                                                                                                -9drop in overall retailer ad spending in the four weeks

                                                                                                                ending on November 27Source Kantar Media Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                                87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                                39 in October 2016 to 45 in November 2016

                                                                                                                Amazon stayed flat albeit at a higher level

                                                                                                                Source Bain amp Company Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                                39

                                                                                                                32

                                                                                                                25

                                                                                                                61

                                                                                                                68

                                                                                                                75

                                                                                                                0 100Pure Play Multichannel

                                                                                                                Cyber Monday

                                                                                                                Black Friday

                                                                                                                Percent share of desktop ecommerce

                                                                                                                Thanksgiving

                                                                                                                43

                                                                                                                27

                                                                                                                17

                                                                                                                57

                                                                                                                73

                                                                                                                83

                                                                                                                0 100Pure Play Multichannel

                                                                                                                Cyber Monday

                                                                                                                Black Friday

                                                                                                                Percent share of desktop ecommerce

                                                                                                                Thanksgiving

                                                                                                                2015 2016

                                                                                                                Source comScore Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                Later

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                (pre-Black Friday Sale)

                                                                                                                BLACKFRIDAY(select deals)

                                                                                                                Image Creative commons

                                                                                                                November 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                The peak online shopping hour on Cyber Monday

                                                                                                                NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                Bloomreach 630pm

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Mobile Commerce Revolution Continues

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                Mcommerce sales will rise 432 in 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                26

                                                                                                                41

                                                                                                                29

                                                                                                                0

                                                                                                                50

                                                                                                                Thanksgiving Day Black Friday Cyber Monday

                                                                                                                Mcommerce Sales Growth 2015ndash2016

                                                                                                                Source comScore Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                5350 52 51

                                                                                                                43

                                                                                                                0

                                                                                                                100Mobile Share of Unique

                                                                                                                User Visits

                                                                                                                Source Hooklogic Nov 2016

                                                                                                                5755 59 58

                                                                                                                47

                                                                                                                0

                                                                                                                100Mobile Share of Visits

                                                                                                                Source NetElixir Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                Source ComScore Dec 2016

                                                                                                                eMwebinar

                                                                                                                Chart1

                                                                                                                Online Retail Visits on Cyber Monday
                                                                                                                044
                                                                                                                027
                                                                                                                029

                                                                                                                Sheet1

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Mobile performance was up across the board

                                                                                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                Smartphone conversion rates up 53

                                                                                                                Average order value up 29

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Product Trends

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                26

                                                                                                                3639

                                                                                                                43

                                                                                                                0

                                                                                                                50

                                                                                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                Source Branding Brand Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                53 year-over-year increase in online purchases of shoes

                                                                                                                Source comScore Dec 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                                                                1 Hatchimals

                                                                                                                2 Nintendo

                                                                                                                3 Shopkins

                                                                                                                4 Lego

                                                                                                                5 Paw Patrol

                                                                                                                6 NES Classic Edition

                                                                                                                7 PokeacutemonPokeacutemon cards

                                                                                                                8 Barbie

                                                                                                                9 Our Generation

                                                                                                                10 Xbox One

                                                                                                                Source Hooklogic

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Expectations for the Rest of the Season

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Impact of competitive discounting on holiday ecommerce

                                                                                                                SalesTrafficMargins

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                9 of shoppers had completed their shopping by the start

                                                                                                                of Cyber Monday down from 11 in 2015

                                                                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                up from 19 in 2015

                                                                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                eMwebinar

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Recap

                                                                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                and a 33 gain for total retail sales looks to be on target

                                                                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                eMwebinar

                                                                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                - Max Levchin Founder

                                                                                                                54

                                                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                                                $1500M ODERN COUCH

                                                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                                                $51671mo for 3 months

                                                                                                                $26477mo for 6 months

                                                                                                                $13892mo for 12 months

                                                                                                                55

                                                                                                                Affirm builds trust through transparency

                                                                                                                Modern financing delivers results for retailers

                                                                                                                Source Affirm Merchant Case Study March 2016

                                                                                                                57

                                                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                $2000+ bikes for full price ldquo

                                                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                                                aff i rmcombusiness

                                                                                                                copy 2016 eMarketer Inc

                                                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                QampA Session

                                                                                                                Made possible by

                                                                                                                You will receive an email tomorrow with a link to view the

                                                                                                                deck and webinar recording

                                                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                Yory Wurmser

                                                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                Recap

                                                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                Performance Marketing in Retail

                                                                                                                • Slide Number 1
                                                                                                                • Agenda
                                                                                                                • Slide Number 3
                                                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                • Short Answer
                                                                                                                • Longer Answer A lot has happened since September
                                                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                • Consumer confidence rebounded strongly in November
                                                                                                                • 2 Online shopping around the election was depressed
                                                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                • hellip But in-store retail sales still fell
                                                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                • Slide Number 20
                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                • Slide Number 30
                                                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                • Slide Number 35
                                                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                • Mobile performance was up across the board
                                                                                                                • Slide Number 43
                                                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                • Slide Number 47
                                                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                • Recap
                                                                                                                • Slide Number 53
                                                                                                                • Slide Number 54
                                                                                                                • Slide Number 55
                                                                                                                • Slide Number 56
                                                                                                                • Slide Number 57
                                                                                                                • Slide Number 58
                                                                                                                • Slide Number 59
                                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                                  Desktop44
                                                                                                                  Mobile Web27
                                                                                                                  Mobile App29
                                                                                                                  Desktop
                                                                                                                  Mobile Web
                                                                                                                  Mobile App

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  While digital spending went up total ad spending by big retailers went down

                                                                                                                  -9drop in overall retailer ad spending in the four weeks

                                                                                                                  ending on November 27Source Kantar Media Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                                  87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                                  39 in October 2016 to 45 in November 2016

                                                                                                                  Amazon stayed flat albeit at a higher level

                                                                                                                  Source Bain amp Company Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                                  39

                                                                                                                  32

                                                                                                                  25

                                                                                                                  61

                                                                                                                  68

                                                                                                                  75

                                                                                                                  0 100Pure Play Multichannel

                                                                                                                  Cyber Monday

                                                                                                                  Black Friday

                                                                                                                  Percent share of desktop ecommerce

                                                                                                                  Thanksgiving

                                                                                                                  43

                                                                                                                  27

                                                                                                                  17

                                                                                                                  57

                                                                                                                  73

                                                                                                                  83

                                                                                                                  0 100Pure Play Multichannel

                                                                                                                  Cyber Monday

                                                                                                                  Black Friday

                                                                                                                  Percent share of desktop ecommerce

                                                                                                                  Thanksgiving

                                                                                                                  2015 2016

                                                                                                                  Source comScore Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                  Later

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                  (pre-Black Friday Sale)

                                                                                                                  BLACKFRIDAY(select deals)

                                                                                                                  Image Creative commons

                                                                                                                  November 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                  39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                  37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                  54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                  The peak online shopping hour on Cyber Monday

                                                                                                                  NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                  Bloomreach 630pm

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Mobile Commerce Revolution Continues

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                  Mcommerce sales will rise 432 in 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                  26

                                                                                                                  41

                                                                                                                  29

                                                                                                                  0

                                                                                                                  50

                                                                                                                  Thanksgiving Day Black Friday Cyber Monday

                                                                                                                  Mcommerce Sales Growth 2015ndash2016

                                                                                                                  Source comScore Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                  5350 52 51

                                                                                                                  43

                                                                                                                  0

                                                                                                                  100Mobile Share of Unique

                                                                                                                  User Visits

                                                                                                                  Source Hooklogic Nov 2016

                                                                                                                  5755 59 58

                                                                                                                  47

                                                                                                                  0

                                                                                                                  100Mobile Share of Visits

                                                                                                                  Source NetElixir Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                  Source ComScore Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  Chart1

                                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                                  044
                                                                                                                  027
                                                                                                                  029

                                                                                                                  Sheet1

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Mobile performance was up across the board

                                                                                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                  Smartphone conversion rates up 53

                                                                                                                  Average order value up 29

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Product Trends

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                  26

                                                                                                                  3639

                                                                                                                  43

                                                                                                                  0

                                                                                                                  50

                                                                                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                  Source Branding Brand Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                  53 year-over-year increase in online purchases of shoes

                                                                                                                  Source comScore Dec 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Top 10 toy searches on Hooklogic retailer sites

                                                                                                                  1 Hatchimals

                                                                                                                  2 Nintendo

                                                                                                                  3 Shopkins

                                                                                                                  4 Lego

                                                                                                                  5 Paw Patrol

                                                                                                                  6 NES Classic Edition

                                                                                                                  7 PokeacutemonPokeacutemon cards

                                                                                                                  8 Barbie

                                                                                                                  9 Our Generation

                                                                                                                  10 Xbox One

                                                                                                                  Source Hooklogic

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Expectations for the Rest of the Season

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Impact of competitive discounting on holiday ecommerce

                                                                                                                  SalesTrafficMargins

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                  9 of shoppers had completed their shopping by the start

                                                                                                                  of Cyber Monday down from 11 in 2015

                                                                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                  up from 19 in 2015

                                                                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                  eMwebinar

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Recap

                                                                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                  and a 33 gain for total retail sales looks to be on target

                                                                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                  eMwebinar

                                                                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                  - Max Levchin Founder

                                                                                                                  54

                                                                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                                                  $1500M ODERN COUCH

                                                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                                                  $51671mo for 3 months

                                                                                                                  $26477mo for 6 months

                                                                                                                  $13892mo for 12 months

                                                                                                                  55

                                                                                                                  Affirm builds trust through transparency

                                                                                                                  Modern financing delivers results for retailers

                                                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                                                  57

                                                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                  $2000+ bikes for full price ldquo

                                                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                                                  aff i rmcombusiness

                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                  QampA Session

                                                                                                                  Made possible by

                                                                                                                  You will receive an email tomorrow with a link to view the

                                                                                                                  deck and webinar recording

                                                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                  Yory Wurmser

                                                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                  Recap

                                                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                  Performance Marketing in Retail

                                                                                                                  • Slide Number 1
                                                                                                                  • Agenda
                                                                                                                  • Slide Number 3
                                                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                  • Short Answer
                                                                                                                  • Longer Answer A lot has happened since September
                                                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                  • Consumer confidence rebounded strongly in November
                                                                                                                  • 2 Online shopping around the election was depressed
                                                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                  • hellip But in-store retail sales still fell
                                                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                  • Slide Number 20
                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                  • Slide Number 30
                                                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                  • Slide Number 35
                                                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                  • Mobile performance was up across the board
                                                                                                                  • Slide Number 43
                                                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                  • Slide Number 47
                                                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                  • Recap
                                                                                                                  • Slide Number 53
                                                                                                                  • Slide Number 54
                                                                                                                  • Slide Number 55
                                                                                                                  • Slide Number 56
                                                                                                                  • Slide Number 57
                                                                                                                  • Slide Number 58
                                                                                                                  • Slide Number 59
                                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                                    Desktop44
                                                                                                                    Mobile Web27
                                                                                                                    Mobile App29
                                                                                                                    Desktop
                                                                                                                    Mobile Web
                                                                                                                    Mobile App

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Retailers also seem to be doing a better job with in-store pickup of online purchases

                                                                                                                    87 of consumers surveyed said that in-store pickup met or exceeded their expectations between Thanksgiving and Cyber Monday

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                                    39 in October 2016 to 45 in November 2016

                                                                                                                    Amazon stayed flat albeit at a higher level

                                                                                                                    Source Bain amp Company Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                                    39

                                                                                                                    32

                                                                                                                    25

                                                                                                                    61

                                                                                                                    68

                                                                                                                    75

                                                                                                                    0 100Pure Play Multichannel

                                                                                                                    Cyber Monday

                                                                                                                    Black Friday

                                                                                                                    Percent share of desktop ecommerce

                                                                                                                    Thanksgiving

                                                                                                                    43

                                                                                                                    27

                                                                                                                    17

                                                                                                                    57

                                                                                                                    73

                                                                                                                    83

                                                                                                                    0 100Pure Play Multichannel

                                                                                                                    Cyber Monday

                                                                                                                    Black Friday

                                                                                                                    Percent share of desktop ecommerce

                                                                                                                    Thanksgiving

                                                                                                                    2015 2016

                                                                                                                    Source comScore Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                    Later

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                    (pre-Black Friday Sale)

                                                                                                                    BLACKFRIDAY(select deals)

                                                                                                                    Image Creative commons

                                                                                                                    November 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                    39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                    37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                    54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                    The peak online shopping hour on Cyber Monday

                                                                                                                    NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                    Bloomreach 630pm

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Mobile Commerce Revolution Continues

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                    Mcommerce sales will rise 432 in 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                    26

                                                                                                                    41

                                                                                                                    29

                                                                                                                    0

                                                                                                                    50

                                                                                                                    Thanksgiving Day Black Friday Cyber Monday

                                                                                                                    Mcommerce Sales Growth 2015ndash2016

                                                                                                                    Source comScore Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                    5350 52 51

                                                                                                                    43

                                                                                                                    0

                                                                                                                    100Mobile Share of Unique

                                                                                                                    User Visits

                                                                                                                    Source Hooklogic Nov 2016

                                                                                                                    5755 59 58

                                                                                                                    47

                                                                                                                    0

                                                                                                                    100Mobile Share of Visits

                                                                                                                    Source NetElixir Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                    Source ComScore Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    Chart1

                                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                                    044
                                                                                                                    027
                                                                                                                    029

                                                                                                                    Sheet1

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Mobile performance was up across the board

                                                                                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                    Smartphone conversion rates up 53

                                                                                                                    Average order value up 29

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Product Trends

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                    26

                                                                                                                    3639

                                                                                                                    43

                                                                                                                    0

                                                                                                                    50

                                                                                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                    Source Branding Brand Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                    53 year-over-year increase in online purchases of shoes

                                                                                                                    Source comScore Dec 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Top 10 toy searches on Hooklogic retailer sites

                                                                                                                    1 Hatchimals

                                                                                                                    2 Nintendo

                                                                                                                    3 Shopkins

                                                                                                                    4 Lego

                                                                                                                    5 Paw Patrol

                                                                                                                    6 NES Classic Edition

                                                                                                                    7 PokeacutemonPokeacutemon cards

                                                                                                                    8 Barbie

                                                                                                                    9 Our Generation

                                                                                                                    10 Xbox One

                                                                                                                    Source Hooklogic

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Expectations for the Rest of the Season

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Impact of competitive discounting on holiday ecommerce

                                                                                                                    SalesTrafficMargins

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                    9 of shoppers had completed their shopping by the start

                                                                                                                    of Cyber Monday down from 11 in 2015

                                                                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                    up from 19 in 2015

                                                                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                    eMwebinar

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Recap

                                                                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                    and a 33 gain for total retail sales looks to be on target

                                                                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                    eMwebinar

                                                                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                    - Max Levchin Founder

                                                                                                                    54

                                                                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                                                                    $1500M ODERN COUCH

                                                                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                                                                    $51671mo for 3 months

                                                                                                                    $26477mo for 6 months

                                                                                                                    $13892mo for 12 months

                                                                                                                    55

                                                                                                                    Affirm builds trust through transparency

                                                                                                                    Modern financing delivers results for retailers

                                                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                                                    57

                                                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                    $2000+ bikes for full price ldquo

                                                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                                                    aff i rmcombusiness

                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                    QampA Session

                                                                                                                    Made possible by

                                                                                                                    You will receive an email tomorrow with a link to view the

                                                                                                                    deck and webinar recording

                                                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                    Yory Wurmser

                                                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                    Recap

                                                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                    Performance Marketing in Retail

                                                                                                                    • Slide Number 1
                                                                                                                    • Agenda
                                                                                                                    • Slide Number 3
                                                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                    • Short Answer
                                                                                                                    • Longer Answer A lot has happened since September
                                                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                    • Consumer confidence rebounded strongly in November
                                                                                                                    • 2 Online shopping around the election was depressed
                                                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                    • hellip But in-store retail sales still fell
                                                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                    • Slide Number 20
                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                    • Slide Number 30
                                                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                    • Slide Number 35
                                                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                    • Mobile performance was up across the board
                                                                                                                    • Slide Number 43
                                                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                    • Slide Number 47
                                                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                    • Recap
                                                                                                                    • Slide Number 53
                                                                                                                    • Slide Number 54
                                                                                                                    • Slide Number 55
                                                                                                                    • Slide Number 56
                                                                                                                    • Slide Number 57
                                                                                                                    • Slide Number 58
                                                                                                                    • Slide Number 59
                                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                                      Desktop44
                                                                                                                      Mobile Web27
                                                                                                                      Mobile App29
                                                                                                                      Desktop
                                                                                                                      Mobile Web
                                                                                                                      Mobile App

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Net promoter scores for online shoppers of omnichannel retailers went up in November

                                                                                                                      39 in October 2016 to 45 in November 2016

                                                                                                                      Amazon stayed flat albeit at a higher level

                                                                                                                      Source Bain amp Company Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                                      39

                                                                                                                      32

                                                                                                                      25

                                                                                                                      61

                                                                                                                      68

                                                                                                                      75

                                                                                                                      0 100Pure Play Multichannel

                                                                                                                      Cyber Monday

                                                                                                                      Black Friday

                                                                                                                      Percent share of desktop ecommerce

                                                                                                                      Thanksgiving

                                                                                                                      43

                                                                                                                      27

                                                                                                                      17

                                                                                                                      57

                                                                                                                      73

                                                                                                                      83

                                                                                                                      0 100Pure Play Multichannel

                                                                                                                      Cyber Monday

                                                                                                                      Black Friday

                                                                                                                      Percent share of desktop ecommerce

                                                                                                                      Thanksgiving

                                                                                                                      2015 2016

                                                                                                                      Source comScore Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                      Later

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                      (pre-Black Friday Sale)

                                                                                                                      BLACKFRIDAY(select deals)

                                                                                                                      Image Creative commons

                                                                                                                      November 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                      39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                      37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                      54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                      The peak online shopping hour on Cyber Monday

                                                                                                                      NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                      Bloomreach 630pm

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Mobile Commerce Revolution Continues

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                      Mcommerce sales will rise 432 in 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                      26

                                                                                                                      41

                                                                                                                      29

                                                                                                                      0

                                                                                                                      50

                                                                                                                      Thanksgiving Day Black Friday Cyber Monday

                                                                                                                      Mcommerce Sales Growth 2015ndash2016

                                                                                                                      Source comScore Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                      5350 52 51

                                                                                                                      43

                                                                                                                      0

                                                                                                                      100Mobile Share of Unique

                                                                                                                      User Visits

                                                                                                                      Source Hooklogic Nov 2016

                                                                                                                      5755 59 58

                                                                                                                      47

                                                                                                                      0

                                                                                                                      100Mobile Share of Visits

                                                                                                                      Source NetElixir Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                      Source ComScore Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      Chart1

                                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                                      044
                                                                                                                      027
                                                                                                                      029

                                                                                                                      Sheet1

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Mobile performance was up across the board

                                                                                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                      Smartphone conversion rates up 53

                                                                                                                      Average order value up 29

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Product Trends

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                      26

                                                                                                                      3639

                                                                                                                      43

                                                                                                                      0

                                                                                                                      50

                                                                                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                      Source Branding Brand Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                      53 year-over-year increase in online purchases of shoes

                                                                                                                      Source comScore Dec 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Top 10 toy searches on Hooklogic retailer sites

                                                                                                                      1 Hatchimals

                                                                                                                      2 Nintendo

                                                                                                                      3 Shopkins

                                                                                                                      4 Lego

                                                                                                                      5 Paw Patrol

                                                                                                                      6 NES Classic Edition

                                                                                                                      7 PokeacutemonPokeacutemon cards

                                                                                                                      8 Barbie

                                                                                                                      9 Our Generation

                                                                                                                      10 Xbox One

                                                                                                                      Source Hooklogic

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Expectations for the Rest of the Season

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Impact of competitive discounting on holiday ecommerce

                                                                                                                      SalesTrafficMargins

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                      9 of shoppers had completed their shopping by the start

                                                                                                                      of Cyber Monday down from 11 in 2015

                                                                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                      up from 19 in 2015

                                                                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                      eMwebinar

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Recap

                                                                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                      and a 33 gain for total retail sales looks to be on target

                                                                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                      eMwebinar

                                                                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                      - Max Levchin Founder

                                                                                                                      54

                                                                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                                                                      $1500M ODERN COUCH

                                                                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                                                                      $51671mo for 3 months

                                                                                                                      $26477mo for 6 months

                                                                                                                      $13892mo for 12 months

                                                                                                                      55

                                                                                                                      Affirm builds trust through transparency

                                                                                                                      Modern financing delivers results for retailers

                                                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                                                      57

                                                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                      $2000+ bikes for full price ldquo

                                                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                                                      aff i rmcombusiness

                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                      QampA Session

                                                                                                                      Made possible by

                                                                                                                      You will receive an email tomorrow with a link to view the

                                                                                                                      deck and webinar recording

                                                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                      Yory Wurmser

                                                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                      Recap

                                                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                      Performance Marketing in Retail

                                                                                                                      • Slide Number 1
                                                                                                                      • Agenda
                                                                                                                      • Slide Number 3
                                                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                      • Short Answer
                                                                                                                      • Longer Answer A lot has happened since September
                                                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                      • Consumer confidence rebounded strongly in November
                                                                                                                      • 2 Online shopping around the election was depressed
                                                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                      • hellip But in-store retail sales still fell
                                                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                      • Slide Number 20
                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                      • Slide Number 30
                                                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                      • Slide Number 35
                                                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                      • Mobile performance was up across the board
                                                                                                                      • Slide Number 43
                                                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                      • Slide Number 47
                                                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                      • Recap
                                                                                                                      • Slide Number 53
                                                                                                                      • Slide Number 54
                                                                                                                      • Slide Number 55
                                                                                                                      • Slide Number 56
                                                                                                                      • Slide Number 57
                                                                                                                      • Slide Number 58
                                                                                                                      • Slide Number 59
                                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                                        Desktop44
                                                                                                                        Mobile Web27
                                                                                                                        Mobile App29
                                                                                                                        Desktop
                                                                                                                        Mobile Web
                                                                                                                        Mobile App

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday

                                                                                                                        39

                                                                                                                        32

                                                                                                                        25

                                                                                                                        61

                                                                                                                        68

                                                                                                                        75

                                                                                                                        0 100Pure Play Multichannel

                                                                                                                        Cyber Monday

                                                                                                                        Black Friday

                                                                                                                        Percent share of desktop ecommerce

                                                                                                                        Thanksgiving

                                                                                                                        43

                                                                                                                        27

                                                                                                                        17

                                                                                                                        57

                                                                                                                        73

                                                                                                                        83

                                                                                                                        0 100Pure Play Multichannel

                                                                                                                        Cyber Monday

                                                                                                                        Black Friday

                                                                                                                        Percent share of desktop ecommerce

                                                                                                                        Thanksgiving

                                                                                                                        2015 2016

                                                                                                                        Source comScore Dec 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                        Later

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                        (pre-Black Friday Sale)

                                                                                                                        BLACKFRIDAY(select deals)

                                                                                                                        Image Creative commons

                                                                                                                        November 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                        39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                        37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                        54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                        The peak online shopping hour on Cyber Monday

                                                                                                                        NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                        Bloomreach 630pm

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Mobile Commerce Revolution Continues

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                        Mcommerce sales will rise 432 in 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                        26

                                                                                                                        41

                                                                                                                        29

                                                                                                                        0

                                                                                                                        50

                                                                                                                        Thanksgiving Day Black Friday Cyber Monday

                                                                                                                        Mcommerce Sales Growth 2015ndash2016

                                                                                                                        Source comScore Dec 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                        5350 52 51

                                                                                                                        43

                                                                                                                        0

                                                                                                                        100Mobile Share of Unique

                                                                                                                        User Visits

                                                                                                                        Source Hooklogic Nov 2016

                                                                                                                        5755 59 58

                                                                                                                        47

                                                                                                                        0

                                                                                                                        100Mobile Share of Visits

                                                                                                                        Source NetElixir Dec 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                        Source ComScore Dec 2016

                                                                                                                        eMwebinar

                                                                                                                        Chart1

                                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                                        044
                                                                                                                        027
                                                                                                                        029

                                                                                                                        Sheet1

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Mobile performance was up across the board

                                                                                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                        Smartphone conversion rates up 53

                                                                                                                        Average order value up 29

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Product Trends

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                        26

                                                                                                                        3639

                                                                                                                        43

                                                                                                                        0

                                                                                                                        50

                                                                                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                        Source Branding Brand Dec 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                        53 year-over-year increase in online purchases of shoes

                                                                                                                        Source comScore Dec 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Top 10 toy searches on Hooklogic retailer sites

                                                                                                                        1 Hatchimals

                                                                                                                        2 Nintendo

                                                                                                                        3 Shopkins

                                                                                                                        4 Lego

                                                                                                                        5 Paw Patrol

                                                                                                                        6 NES Classic Edition

                                                                                                                        7 PokeacutemonPokeacutemon cards

                                                                                                                        8 Barbie

                                                                                                                        9 Our Generation

                                                                                                                        10 Xbox One

                                                                                                                        Source Hooklogic

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Expectations for the Rest of the Season

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Impact of competitive discounting on holiday ecommerce

                                                                                                                        SalesTrafficMargins

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                        9 of shoppers had completed their shopping by the start

                                                                                                                        of Cyber Monday down from 11 in 2015

                                                                                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                        up from 19 in 2015

                                                                                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                        eMwebinar

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Recap

                                                                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                        and a 33 gain for total retail sales looks to be on target

                                                                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                        eMwebinar

                                                                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                        - Max Levchin Founder

                                                                                                                        54

                                                                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                                                                        $1500M ODERN COUCH

                                                                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                                                                        $51671mo for 3 months

                                                                                                                        $26477mo for 6 months

                                                                                                                        $13892mo for 12 months

                                                                                                                        55

                                                                                                                        Affirm builds trust through transparency

                                                                                                                        Modern financing delivers results for retailers

                                                                                                                        Source Affirm Merchant Case Study March 2016

                                                                                                                        57

                                                                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                        $2000+ bikes for full price ldquo

                                                                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                                                                        - Graham Stanton President and co-founder of Peloton

                                                                                                                        aff i rmcombusiness

                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                        QampA Session

                                                                                                                        Made possible by

                                                                                                                        You will receive an email tomorrow with a link to view the

                                                                                                                        deck and webinar recording

                                                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                        Yory Wurmser

                                                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                        Recap

                                                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                        Performance Marketing in Retail

                                                                                                                        • Slide Number 1
                                                                                                                        • Agenda
                                                                                                                        • Slide Number 3
                                                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                        • Short Answer
                                                                                                                        • Longer Answer A lot has happened since September
                                                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                        • Consumer confidence rebounded strongly in November
                                                                                                                        • 2 Online shopping around the election was depressed
                                                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                        • hellip But in-store retail sales still fell
                                                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                        • Slide Number 20
                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                        • Slide Number 30
                                                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                        • Slide Number 35
                                                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                        • Mobile performance was up across the board
                                                                                                                        • Slide Number 43
                                                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                        • Slide Number 47
                                                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                        • Recap
                                                                                                                        • Slide Number 53
                                                                                                                        • Slide Number 54
                                                                                                                        • Slide Number 55
                                                                                                                        • Slide Number 56
                                                                                                                        • Slide Number 57
                                                                                                                        • Slide Number 58
                                                                                                                        • Slide Number 59
                                                                                                                          Online Retail Visits on Cyber Monday
                                                                                                                          Desktop44
                                                                                                                          Mobile Web27
                                                                                                                          Mobile App29
                                                                                                                          Desktop
                                                                                                                          Mobile Web
                                                                                                                          Mobile App

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                          Later

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                          (pre-Black Friday Sale)

                                                                                                                          BLACKFRIDAY(select deals)

                                                                                                                          Image Creative commons

                                                                                                                          November 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                          39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                          37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                          54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                          The peak online shopping hour on Cyber Monday

                                                                                                                          NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                          Bloomreach 630pm

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Mobile Commerce Revolution Continues

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                          Mcommerce sales will rise 432 in 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                          26

                                                                                                                          41

                                                                                                                          29

                                                                                                                          0

                                                                                                                          50

                                                                                                                          Thanksgiving Day Black Friday Cyber Monday

                                                                                                                          Mcommerce Sales Growth 2015ndash2016

                                                                                                                          Source comScore Dec 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                          5350 52 51

                                                                                                                          43

                                                                                                                          0

                                                                                                                          100Mobile Share of Unique

                                                                                                                          User Visits

                                                                                                                          Source Hooklogic Nov 2016

                                                                                                                          5755 59 58

                                                                                                                          47

                                                                                                                          0

                                                                                                                          100Mobile Share of Visits

                                                                                                                          Source NetElixir Dec 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                          Source ComScore Dec 2016

                                                                                                                          eMwebinar

                                                                                                                          Chart1

                                                                                                                          Online Retail Visits on Cyber Monday
                                                                                                                          044
                                                                                                                          027
                                                                                                                          029

                                                                                                                          Sheet1

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Mobile performance was up across the board

                                                                                                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                          Smartphone conversion rates up 53

                                                                                                                          Average order value up 29

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Product Trends

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                          26

                                                                                                                          3639

                                                                                                                          43

                                                                                                                          0

                                                                                                                          50

                                                                                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                          Source Branding Brand Dec 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                          53 year-over-year increase in online purchases of shoes

                                                                                                                          Source comScore Dec 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Top 10 toy searches on Hooklogic retailer sites

                                                                                                                          1 Hatchimals

                                                                                                                          2 Nintendo

                                                                                                                          3 Shopkins

                                                                                                                          4 Lego

                                                                                                                          5 Paw Patrol

                                                                                                                          6 NES Classic Edition

                                                                                                                          7 PokeacutemonPokeacutemon cards

                                                                                                                          8 Barbie

                                                                                                                          9 Our Generation

                                                                                                                          10 Xbox One

                                                                                                                          Source Hooklogic

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Expectations for the Rest of the Season

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Impact of competitive discounting on holiday ecommerce

                                                                                                                          SalesTrafficMargins

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                          9 of shoppers had completed their shopping by the start

                                                                                                                          of Cyber Monday down from 11 in 2015

                                                                                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                          up from 19 in 2015

                                                                                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                          eMwebinar

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Recap

                                                                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                          and a 33 gain for total retail sales looks to be on target

                                                                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                          eMwebinar

                                                                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                          - Max Levchin Founder

                                                                                                                          54

                                                                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                                                                          $1500M ODERN COUCH

                                                                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                                                                          $51671mo for 3 months

                                                                                                                          $26477mo for 6 months

                                                                                                                          $13892mo for 12 months

                                                                                                                          55

                                                                                                                          Affirm builds trust through transparency

                                                                                                                          Modern financing delivers results for retailers

                                                                                                                          Source Affirm Merchant Case Study March 2016

                                                                                                                          57

                                                                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                          $2000+ bikes for full price ldquo

                                                                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                                                                          - Graham Stanton President and co-founder of Peloton

                                                                                                                          aff i rmcombusiness

                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                          QampA Session

                                                                                                                          Made possible by

                                                                                                                          You will receive an email tomorrow with a link to view the

                                                                                                                          deck and webinar recording

                                                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                          Yory Wurmser

                                                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                          Recap

                                                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                          Performance Marketing in Retail

                                                                                                                          • Slide Number 1
                                                                                                                          • Agenda
                                                                                                                          • Slide Number 3
                                                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                          • Short Answer
                                                                                                                          • Longer Answer A lot has happened since September
                                                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                          • Consumer confidence rebounded strongly in November
                                                                                                                          • 2 Online shopping around the election was depressed
                                                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                          • hellip But in-store retail sales still fell
                                                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                          • Slide Number 20
                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                          • Slide Number 30
                                                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                          • Slide Number 35
                                                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                          • Mobile performance was up across the board
                                                                                                                          • Slide Number 43
                                                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                          • Slide Number 47
                                                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                          • Recap
                                                                                                                          • Slide Number 53
                                                                                                                          • Slide Number 54
                                                                                                                          • Slide Number 55
                                                                                                                          • Slide Number 56
                                                                                                                          • Slide Number 57
                                                                                                                          • Slide Number 58
                                                                                                                          • Slide Number 59
                                                                                                                            Online Retail Visits on Cyber Monday
                                                                                                                            Desktop44
                                                                                                                            Mobile Web27
                                                                                                                            Mobile App29
                                                                                                                            Desktop
                                                                                                                            Mobile Web
                                                                                                                            Mobile App

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Thanksgiving Promotions Starting Earlier and Ending

                                                                                                                            Later

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                            (pre-Black Friday Sale)

                                                                                                                            BLACKFRIDAY(select deals)

                                                                                                                            Image Creative commons

                                                                                                                            November 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                            39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                            37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                            54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                            The peak online shopping hour on Cyber Monday

                                                                                                                            NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                            Bloomreach 630pm

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Mobile Commerce Revolution Continues

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                            Mcommerce sales will rise 432 in 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                            26

                                                                                                                            41

                                                                                                                            29

                                                                                                                            0

                                                                                                                            50

                                                                                                                            Thanksgiving Day Black Friday Cyber Monday

                                                                                                                            Mcommerce Sales Growth 2015ndash2016

                                                                                                                            Source comScore Dec 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                            5350 52 51

                                                                                                                            43

                                                                                                                            0

                                                                                                                            100Mobile Share of Unique

                                                                                                                            User Visits

                                                                                                                            Source Hooklogic Nov 2016

                                                                                                                            5755 59 58

                                                                                                                            47

                                                                                                                            0

                                                                                                                            100Mobile Share of Visits

                                                                                                                            Source NetElixir Dec 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                            Source ComScore Dec 2016

                                                                                                                            eMwebinar

                                                                                                                            Chart1

                                                                                                                            Online Retail Visits on Cyber Monday
                                                                                                                            044
                                                                                                                            027
                                                                                                                            029

                                                                                                                            Sheet1

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Mobile performance was up across the board

                                                                                                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                            Smartphone conversion rates up 53

                                                                                                                            Average order value up 29

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Product Trends

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                            26

                                                                                                                            3639

                                                                                                                            43

                                                                                                                            0

                                                                                                                            50

                                                                                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                            Source Branding Brand Dec 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                            53 year-over-year increase in online purchases of shoes

                                                                                                                            Source comScore Dec 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Top 10 toy searches on Hooklogic retailer sites

                                                                                                                            1 Hatchimals

                                                                                                                            2 Nintendo

                                                                                                                            3 Shopkins

                                                                                                                            4 Lego

                                                                                                                            5 Paw Patrol

                                                                                                                            6 NES Classic Edition

                                                                                                                            7 PokeacutemonPokeacutemon cards

                                                                                                                            8 Barbie

                                                                                                                            9 Our Generation

                                                                                                                            10 Xbox One

                                                                                                                            Source Hooklogic

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Expectations for the Rest of the Season

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Impact of competitive discounting on holiday ecommerce

                                                                                                                            SalesTrafficMargins

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                            9 of shoppers had completed their shopping by the start

                                                                                                                            of Cyber Monday down from 11 in 2015

                                                                                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                            up from 19 in 2015

                                                                                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                            eMwebinar

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Recap

                                                                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                            and a 33 gain for total retail sales looks to be on target

                                                                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                            eMwebinar

                                                                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                            - Max Levchin Founder

                                                                                                                            54

                                                                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                                                                            $1500M ODERN COUCH

                                                                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                                                                            $51671mo for 3 months

                                                                                                                            $26477mo for 6 months

                                                                                                                            $13892mo for 12 months

                                                                                                                            55

                                                                                                                            Affirm builds trust through transparency

                                                                                                                            Modern financing delivers results for retailers

                                                                                                                            Source Affirm Merchant Case Study March 2016

                                                                                                                            57

                                                                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                            $2000+ bikes for full price ldquo

                                                                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                                                                            - Graham Stanton President and co-founder of Peloton

                                                                                                                            aff i rmcombusiness

                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                            QampA Session

                                                                                                                            Made possible by

                                                                                                                            You will receive an email tomorrow with a link to view the

                                                                                                                            deck and webinar recording

                                                                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                            Yory Wurmser

                                                                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                            Recap

                                                                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                            Performance Marketing in Retail

                                                                                                                            • Slide Number 1
                                                                                                                            • Agenda
                                                                                                                            • Slide Number 3
                                                                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                            • Short Answer
                                                                                                                            • Longer Answer A lot has happened since September
                                                                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                            • Consumer confidence rebounded strongly in November
                                                                                                                            • 2 Online shopping around the election was depressed
                                                                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                            • hellip But in-store retail sales still fell
                                                                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                            • Slide Number 20
                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                            • Slide Number 30
                                                                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                            • Slide Number 35
                                                                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                            • Mobile performance was up across the board
                                                                                                                            • Slide Number 43
                                                                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                            • Slide Number 47
                                                                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                            • Recap
                                                                                                                            • Slide Number 53
                                                                                                                            • Slide Number 54
                                                                                                                            • Slide Number 55
                                                                                                                            • Slide Number 56
                                                                                                                            • Slide Number 57
                                                                                                                            • Slide Number 58
                                                                                                                            • Slide Number 59
                                                                                                                              Online Retail Visits on Cyber Monday
                                                                                                                              Desktop44
                                                                                                                              Mobile Web27
                                                                                                                              Mobile App29
                                                                                                                              Desktop
                                                                                                                              Mobile Web
                                                                                                                              Mobile App

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving

                                                                                                                              (pre-Black Friday Sale)

                                                                                                                              BLACKFRIDAY(select deals)

                                                                                                                              Image Creative commons

                                                                                                                              November 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                              39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                              37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                              54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                              The peak online shopping hour on Cyber Monday

                                                                                                                              NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                              Bloomreach 630pm

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Mobile Commerce Revolution Continues

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                              Mcommerce sales will rise 432 in 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                              26

                                                                                                                              41

                                                                                                                              29

                                                                                                                              0

                                                                                                                              50

                                                                                                                              Thanksgiving Day Black Friday Cyber Monday

                                                                                                                              Mcommerce Sales Growth 2015ndash2016

                                                                                                                              Source comScore Dec 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                              5350 52 51

                                                                                                                              43

                                                                                                                              0

                                                                                                                              100Mobile Share of Unique

                                                                                                                              User Visits

                                                                                                                              Source Hooklogic Nov 2016

                                                                                                                              5755 59 58

                                                                                                                              47

                                                                                                                              0

                                                                                                                              100Mobile Share of Visits

                                                                                                                              Source NetElixir Dec 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                              Source ComScore Dec 2016

                                                                                                                              eMwebinar

                                                                                                                              Chart1

                                                                                                                              Online Retail Visits on Cyber Monday
                                                                                                                              044
                                                                                                                              027
                                                                                                                              029

                                                                                                                              Sheet1

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Mobile performance was up across the board

                                                                                                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                              Smartphone conversion rates up 53

                                                                                                                              Average order value up 29

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Product Trends

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                              26

                                                                                                                              3639

                                                                                                                              43

                                                                                                                              0

                                                                                                                              50

                                                                                                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                              Source Branding Brand Dec 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                              53 year-over-year increase in online purchases of shoes

                                                                                                                              Source comScore Dec 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Top 10 toy searches on Hooklogic retailer sites

                                                                                                                              1 Hatchimals

                                                                                                                              2 Nintendo

                                                                                                                              3 Shopkins

                                                                                                                              4 Lego

                                                                                                                              5 Paw Patrol

                                                                                                                              6 NES Classic Edition

                                                                                                                              7 PokeacutemonPokeacutemon cards

                                                                                                                              8 Barbie

                                                                                                                              9 Our Generation

                                                                                                                              10 Xbox One

                                                                                                                              Source Hooklogic

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Expectations for the Rest of the Season

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Impact of competitive discounting on holiday ecommerce

                                                                                                                              SalesTrafficMargins

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                              9 of shoppers had completed their shopping by the start

                                                                                                                              of Cyber Monday down from 11 in 2015

                                                                                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                              up from 19 in 2015

                                                                                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                              eMwebinar

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Recap

                                                                                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                              and a 33 gain for total retail sales looks to be on target

                                                                                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                              Mobile As expected mcommerce continues to grow rapidly

                                                                                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                              eMwebinar

                                                                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                              - Max Levchin Founder

                                                                                                                              54

                                                                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                                                                              $1500M ODERN COUCH

                                                                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                                                                              $51671mo for 3 months

                                                                                                                              $26477mo for 6 months

                                                                                                                              $13892mo for 12 months

                                                                                                                              55

                                                                                                                              Affirm builds trust through transparency

                                                                                                                              Modern financing delivers results for retailers

                                                                                                                              Source Affirm Merchant Case Study March 2016

                                                                                                                              57

                                                                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                              $2000+ bikes for full price ldquo

                                                                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                                                                              - Graham Stanton President and co-founder of Peloton

                                                                                                                              aff i rmcombusiness

                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                              QampA Session

                                                                                                                              Made possible by

                                                                                                                              You will receive an email tomorrow with a link to view the

                                                                                                                              deck and webinar recording

                                                                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                              Yory Wurmser

                                                                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                              Recap

                                                                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                              Performance Marketing in Retail

                                                                                                                              • Slide Number 1
                                                                                                                              • Agenda
                                                                                                                              • Slide Number 3
                                                                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                              • Short Answer
                                                                                                                              • Longer Answer A lot has happened since September
                                                                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                              • Consumer confidence rebounded strongly in November
                                                                                                                              • 2 Online shopping around the election was depressed
                                                                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                              • hellip But in-store retail sales still fell
                                                                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                              • Slide Number 20
                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                              • Slide Number 30
                                                                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                              • Slide Number 35
                                                                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                              • Mobile performance was up across the board
                                                                                                                              • Slide Number 43
                                                                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                              • Slide Number 47
                                                                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                              • Recap
                                                                                                                              • Slide Number 53
                                                                                                                              • Slide Number 54
                                                                                                                              • Slide Number 55
                                                                                                                              • Slide Number 56
                                                                                                                              • Slide Number 57
                                                                                                                              • Slide Number 58
                                                                                                                              • Slide Number 59
                                                                                                                                Online Retail Visits on Cyber Monday
                                                                                                                                Desktop44
                                                                                                                                Mobile Web27
                                                                                                                                Mobile App29
                                                                                                                                Desktop
                                                                                                                                Mobile Web
                                                                                                                                Mobile App

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                lsquoThanksgiving Eversquo is becoming a bigger event

                                                                                                                                39 of consumers expected to start holiday weekend shopping on the day before Thanksgiving up from 34 in 2015 Source Nielsen Nov 2016

                                                                                                                                37 YoY increase in same-store online sales on Thanksgiving Eve Source Rakuten Nov 2016

                                                                                                                                54 Higher performance for in-app shopping events compared with a normal Wednesday Source AppsFlyer Nov 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                                The peak online shopping hour on Cyber Monday

                                                                                                                                NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                                Bloomreach 630pm

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Mobile Commerce Revolution Continues

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                                Mcommerce sales will rise 432 in 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                26

                                                                                                                                41

                                                                                                                                29

                                                                                                                                0

                                                                                                                                50

                                                                                                                                Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                Mcommerce Sales Growth 2015ndash2016

                                                                                                                                Source comScore Dec 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                5350 52 51

                                                                                                                                43

                                                                                                                                0

                                                                                                                                100Mobile Share of Unique

                                                                                                                                User Visits

                                                                                                                                Source Hooklogic Nov 2016

                                                                                                                                5755 59 58

                                                                                                                                47

                                                                                                                                0

                                                                                                                                100Mobile Share of Visits

                                                                                                                                Source NetElixir Dec 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                Source ComScore Dec 2016

                                                                                                                                eMwebinar

                                                                                                                                Chart1

                                                                                                                                Online Retail Visits on Cyber Monday
                                                                                                                                044
                                                                                                                                027
                                                                                                                                029

                                                                                                                                Sheet1

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Mobile performance was up across the board

                                                                                                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                Smartphone conversion rates up 53

                                                                                                                                Average order value up 29

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Product Trends

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                26

                                                                                                                                3639

                                                                                                                                43

                                                                                                                                0

                                                                                                                                50

                                                                                                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                Source Branding Brand Dec 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                53 year-over-year increase in online purchases of shoes

                                                                                                                                Source comScore Dec 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                1 Hatchimals

                                                                                                                                2 Nintendo

                                                                                                                                3 Shopkins

                                                                                                                                4 Lego

                                                                                                                                5 Paw Patrol

                                                                                                                                6 NES Classic Edition

                                                                                                                                7 PokeacutemonPokeacutemon cards

                                                                                                                                8 Barbie

                                                                                                                                9 Our Generation

                                                                                                                                10 Xbox One

                                                                                                                                Source Hooklogic

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Expectations for the Rest of the Season

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Impact of competitive discounting on holiday ecommerce

                                                                                                                                SalesTrafficMargins

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                9 of shoppers had completed their shopping by the start

                                                                                                                                of Cyber Monday down from 11 in 2015

                                                                                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                up from 19 in 2015

                                                                                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                eMwebinar

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Recap

                                                                                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                and a 33 gain for total retail sales looks to be on target

                                                                                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                eMwebinar

                                                                                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                - Max Levchin Founder

                                                                                                                                54

                                                                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                                                                $1500M ODERN COUCH

                                                                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                                                                $51671mo for 3 months

                                                                                                                                $26477mo for 6 months

                                                                                                                                $13892mo for 12 months

                                                                                                                                55

                                                                                                                                Affirm builds trust through transparency

                                                                                                                                Modern financing delivers results for retailers

                                                                                                                                Source Affirm Merchant Case Study March 2016

                                                                                                                                57

                                                                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                $2000+ bikes for full price ldquo

                                                                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                                                                aff i rmcombusiness

                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                QampA Session

                                                                                                                                Made possible by

                                                                                                                                You will receive an email tomorrow with a link to view the

                                                                                                                                deck and webinar recording

                                                                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                Yory Wurmser

                                                                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                Recap

                                                                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                Performance Marketing in Retail

                                                                                                                                • Slide Number 1
                                                                                                                                • Agenda
                                                                                                                                • Slide Number 3
                                                                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                • Short Answer
                                                                                                                                • Longer Answer A lot has happened since September
                                                                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                • Consumer confidence rebounded strongly in November
                                                                                                                                • 2 Online shopping around the election was depressed
                                                                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                • hellip But in-store retail sales still fell
                                                                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                • Slide Number 20
                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                • Slide Number 30
                                                                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                • Slide Number 35
                                                                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                • Mobile performance was up across the board
                                                                                                                                • Slide Number 43
                                                                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                • Slide Number 47
                                                                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                • Recap
                                                                                                                                • Slide Number 53
                                                                                                                                • Slide Number 54
                                                                                                                                • Slide Number 55
                                                                                                                                • Slide Number 56
                                                                                                                                • Slide Number 57
                                                                                                                                • Slide Number 58
                                                                                                                                • Slide Number 59
                                                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                                                  Desktop44
                                                                                                                                  Mobile Web27
                                                                                                                                  Mobile App29
                                                                                                                                  Desktop
                                                                                                                                  Mobile Web
                                                                                                                                  Mobile App

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                                  The peak online shopping hour on Cyber Monday

                                                                                                                                  NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                                  Bloomreach 630pm

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Mobile Commerce Revolution Continues

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                                  Mcommerce sales will rise 432 in 2016

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                  26

                                                                                                                                  41

                                                                                                                                  29

                                                                                                                                  0

                                                                                                                                  50

                                                                                                                                  Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                  Mcommerce Sales Growth 2015ndash2016

                                                                                                                                  Source comScore Dec 2016

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                  5350 52 51

                                                                                                                                  43

                                                                                                                                  0

                                                                                                                                  100Mobile Share of Unique

                                                                                                                                  User Visits

                                                                                                                                  Source Hooklogic Nov 2016

                                                                                                                                  5755 59 58

                                                                                                                                  47

                                                                                                                                  0

                                                                                                                                  100Mobile Share of Visits

                                                                                                                                  Source NetElixir Dec 2016

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                  Source ComScore Dec 2016

                                                                                                                                  eMwebinar

                                                                                                                                  Chart1

                                                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                                                  044
                                                                                                                                  027
                                                                                                                                  029

                                                                                                                                  Sheet1

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Mobile performance was up across the board

                                                                                                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                  Smartphone conversion rates up 53

                                                                                                                                  Average order value up 29

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Product Trends

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                  26

                                                                                                                                  3639

                                                                                                                                  43

                                                                                                                                  0

                                                                                                                                  50

                                                                                                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                  Source Branding Brand Dec 2016

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                  53 year-over-year increase in online purchases of shoes

                                                                                                                                  Source comScore Dec 2016

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                  1 Hatchimals

                                                                                                                                  2 Nintendo

                                                                                                                                  3 Shopkins

                                                                                                                                  4 Lego

                                                                                                                                  5 Paw Patrol

                                                                                                                                  6 NES Classic Edition

                                                                                                                                  7 PokeacutemonPokeacutemon cards

                                                                                                                                  8 Barbie

                                                                                                                                  9 Our Generation

                                                                                                                                  10 Xbox One

                                                                                                                                  Source Hooklogic

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Expectations for the Rest of the Season

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Impact of competitive discounting on holiday ecommerce

                                                                                                                                  SalesTrafficMargins

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                  9 of shoppers had completed their shopping by the start

                                                                                                                                  of Cyber Monday down from 11 in 2015

                                                                                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                  up from 19 in 2015

                                                                                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                  eMwebinar

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Recap

                                                                                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                  and a 33 gain for total retail sales looks to be on target

                                                                                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                  eMwebinar

                                                                                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                  - Max Levchin Founder

                                                                                                                                  54

                                                                                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                                                                  $1500M ODERN COUCH

                                                                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                                                                  $51671mo for 3 months

                                                                                                                                  $26477mo for 6 months

                                                                                                                                  $13892mo for 12 months

                                                                                                                                  55

                                                                                                                                  Affirm builds trust through transparency

                                                                                                                                  Modern financing delivers results for retailers

                                                                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                                                                  57

                                                                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                  $2000+ bikes for full price ldquo

                                                                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                                                                  aff i rmcombusiness

                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                  QampA Session

                                                                                                                                  Made possible by

                                                                                                                                  You will receive an email tomorrow with a link to view the

                                                                                                                                  deck and webinar recording

                                                                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                  Yory Wurmser

                                                                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                  Recap

                                                                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                  Performance Marketing in Retail

                                                                                                                                  • Slide Number 1
                                                                                                                                  • Agenda
                                                                                                                                  • Slide Number 3
                                                                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                  • Short Answer
                                                                                                                                  • Longer Answer A lot has happened since September
                                                                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                  • Consumer confidence rebounded strongly in November
                                                                                                                                  • 2 Online shopping around the election was depressed
                                                                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                  • hellip But in-store retail sales still fell
                                                                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                  • Slide Number 20
                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                  • Slide Number 30
                                                                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                  • Slide Number 35
                                                                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                  • Mobile performance was up across the board
                                                                                                                                  • Slide Number 43
                                                                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                  • Slide Number 47
                                                                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                  • Recap
                                                                                                                                  • Slide Number 53
                                                                                                                                  • Slide Number 54
                                                                                                                                  • Slide Number 55
                                                                                                                                  • Slide Number 56
                                                                                                                                  • Slide Number 57
                                                                                                                                  • Slide Number 58
                                                                                                                                  • Slide Number 59
                                                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                                                    Desktop44
                                                                                                                                    Mobile Web27
                                                                                                                                    Mobile App29
                                                                                                                                    Desktop
                                                                                                                                    Mobile Web
                                                                                                                                    Mobile App

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Although desktops lead on Cyber Monday shopping is no longer confined to the workplace

                                                                                                                                    The peak online shopping hour on Cyber Monday

                                                                                                                                    NetElixir 7-8pm Hooklogic 8-9pm

                                                                                                                                    Bloomreach 630pm

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Mobile Commerce Revolution Continues

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                                    Mcommerce sales will rise 432 in 2016

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                    26

                                                                                                                                    41

                                                                                                                                    29

                                                                                                                                    0

                                                                                                                                    50

                                                                                                                                    Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                    Mcommerce Sales Growth 2015ndash2016

                                                                                                                                    Source comScore Dec 2016

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                    5350 52 51

                                                                                                                                    43

                                                                                                                                    0

                                                                                                                                    100Mobile Share of Unique

                                                                                                                                    User Visits

                                                                                                                                    Source Hooklogic Nov 2016

                                                                                                                                    5755 59 58

                                                                                                                                    47

                                                                                                                                    0

                                                                                                                                    100Mobile Share of Visits

                                                                                                                                    Source NetElixir Dec 2016

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                    Source ComScore Dec 2016

                                                                                                                                    eMwebinar

                                                                                                                                    Chart1

                                                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                                                    044
                                                                                                                                    027
                                                                                                                                    029

                                                                                                                                    Sheet1

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Mobile performance was up across the board

                                                                                                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                    Smartphone conversion rates up 53

                                                                                                                                    Average order value up 29

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Product Trends

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                    26

                                                                                                                                    3639

                                                                                                                                    43

                                                                                                                                    0

                                                                                                                                    50

                                                                                                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                    Source Branding Brand Dec 2016

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                    53 year-over-year increase in online purchases of shoes

                                                                                                                                    Source comScore Dec 2016

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                    1 Hatchimals

                                                                                                                                    2 Nintendo

                                                                                                                                    3 Shopkins

                                                                                                                                    4 Lego

                                                                                                                                    5 Paw Patrol

                                                                                                                                    6 NES Classic Edition

                                                                                                                                    7 PokeacutemonPokeacutemon cards

                                                                                                                                    8 Barbie

                                                                                                                                    9 Our Generation

                                                                                                                                    10 Xbox One

                                                                                                                                    Source Hooklogic

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Expectations for the Rest of the Season

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Impact of competitive discounting on holiday ecommerce

                                                                                                                                    SalesTrafficMargins

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                    9 of shoppers had completed their shopping by the start

                                                                                                                                    of Cyber Monday down from 11 in 2015

                                                                                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                    up from 19 in 2015

                                                                                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                    eMwebinar

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Recap

                                                                                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                    and a 33 gain for total retail sales looks to be on target

                                                                                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                    eMwebinar

                                                                                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                    - Max Levchin Founder

                                                                                                                                    54

                                                                                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                                                                                    $1500M ODERN COUCH

                                                                                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                                                                                    $51671mo for 3 months

                                                                                                                                    $26477mo for 6 months

                                                                                                                                    $13892mo for 12 months

                                                                                                                                    55

                                                                                                                                    Affirm builds trust through transparency

                                                                                                                                    Modern financing delivers results for retailers

                                                                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                                                                    57

                                                                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                    $2000+ bikes for full price ldquo

                                                                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                                                                    aff i rmcombusiness

                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                    QampA Session

                                                                                                                                    Made possible by

                                                                                                                                    You will receive an email tomorrow with a link to view the

                                                                                                                                    deck and webinar recording

                                                                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                    Yory Wurmser

                                                                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                    Recap

                                                                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                    Performance Marketing in Retail

                                                                                                                                    • Slide Number 1
                                                                                                                                    • Agenda
                                                                                                                                    • Slide Number 3
                                                                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                    • Short Answer
                                                                                                                                    • Longer Answer A lot has happened since September
                                                                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                    • Consumer confidence rebounded strongly in November
                                                                                                                                    • 2 Online shopping around the election was depressed
                                                                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                    • hellip But in-store retail sales still fell
                                                                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                    • Slide Number 20
                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                    • Slide Number 30
                                                                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                    • Slide Number 35
                                                                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                    • Mobile performance was up across the board
                                                                                                                                    • Slide Number 43
                                                                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                    • Slide Number 47
                                                                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                    • Recap
                                                                                                                                    • Slide Number 53
                                                                                                                                    • Slide Number 54
                                                                                                                                    • Slide Number 55
                                                                                                                                    • Slide Number 56
                                                                                                                                    • Slide Number 57
                                                                                                                                    • Slide Number 58
                                                                                                                                    • Slide Number 59
                                                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                                                      Desktop44
                                                                                                                                      Mobile Web27
                                                                                                                                      Mobile App29
                                                                                                                                      Desktop
                                                                                                                                      Mobile Web
                                                                                                                                      Mobile App

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Mobile Commerce Revolution Continues

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                                      Mcommerce sales will rise 432 in 2016

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                      26

                                                                                                                                      41

                                                                                                                                      29

                                                                                                                                      0

                                                                                                                                      50

                                                                                                                                      Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                      Mcommerce Sales Growth 2015ndash2016

                                                                                                                                      Source comScore Dec 2016

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                      5350 52 51

                                                                                                                                      43

                                                                                                                                      0

                                                                                                                                      100Mobile Share of Unique

                                                                                                                                      User Visits

                                                                                                                                      Source Hooklogic Nov 2016

                                                                                                                                      5755 59 58

                                                                                                                                      47

                                                                                                                                      0

                                                                                                                                      100Mobile Share of Visits

                                                                                                                                      Source NetElixir Dec 2016

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                      Source ComScore Dec 2016

                                                                                                                                      eMwebinar

                                                                                                                                      Chart1

                                                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                                                      044
                                                                                                                                      027
                                                                                                                                      029

                                                                                                                                      Sheet1

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Mobile performance was up across the board

                                                                                                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                      Smartphone conversion rates up 53

                                                                                                                                      Average order value up 29

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Product Trends

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                      26

                                                                                                                                      3639

                                                                                                                                      43

                                                                                                                                      0

                                                                                                                                      50

                                                                                                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                      Source Branding Brand Dec 2016

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                      53 year-over-year increase in online purchases of shoes

                                                                                                                                      Source comScore Dec 2016

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                      1 Hatchimals

                                                                                                                                      2 Nintendo

                                                                                                                                      3 Shopkins

                                                                                                                                      4 Lego

                                                                                                                                      5 Paw Patrol

                                                                                                                                      6 NES Classic Edition

                                                                                                                                      7 PokeacutemonPokeacutemon cards

                                                                                                                                      8 Barbie

                                                                                                                                      9 Our Generation

                                                                                                                                      10 Xbox One

                                                                                                                                      Source Hooklogic

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Expectations for the Rest of the Season

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Impact of competitive discounting on holiday ecommerce

                                                                                                                                      SalesTrafficMargins

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                      9 of shoppers had completed their shopping by the start

                                                                                                                                      of Cyber Monday down from 11 in 2015

                                                                                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                      up from 19 in 2015

                                                                                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                      eMwebinar

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Recap

                                                                                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                      and a 33 gain for total retail sales looks to be on target

                                                                                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                      eMwebinar

                                                                                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                      - Max Levchin Founder

                                                                                                                                      54

                                                                                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                                                                                      $1500M ODERN COUCH

                                                                                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                                                                                      $51671mo for 3 months

                                                                                                                                      $26477mo for 6 months

                                                                                                                                      $13892mo for 12 months

                                                                                                                                      55

                                                                                                                                      Affirm builds trust through transparency

                                                                                                                                      Modern financing delivers results for retailers

                                                                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                                                                      57

                                                                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                      $2000+ bikes for full price ldquo

                                                                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                                                                      aff i rmcombusiness

                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                      QampA Session

                                                                                                                                      Made possible by

                                                                                                                                      You will receive an email tomorrow with a link to view the

                                                                                                                                      deck and webinar recording

                                                                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                      Yory Wurmser

                                                                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                      Recap

                                                                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                      Performance Marketing in Retail

                                                                                                                                      • Slide Number 1
                                                                                                                                      • Agenda
                                                                                                                                      • Slide Number 3
                                                                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                      • Short Answer
                                                                                                                                      • Longer Answer A lot has happened since September
                                                                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                      • Consumer confidence rebounded strongly in November
                                                                                                                                      • 2 Online shopping around the election was depressed
                                                                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                      • hellip But in-store retail sales still fell
                                                                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                      • Slide Number 20
                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                      • Slide Number 30
                                                                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                      • Slide Number 35
                                                                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                      • Mobile performance was up across the board
                                                                                                                                      • Slide Number 43
                                                                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                      • Slide Number 47
                                                                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                      • Recap
                                                                                                                                      • Slide Number 53
                                                                                                                                      • Slide Number 54
                                                                                                                                      • Slide Number 55
                                                                                                                                      • Slide Number 56
                                                                                                                                      • Slide Number 57
                                                                                                                                      • Slide Number 58
                                                                                                                                      • Slide Number 59
                                                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                                                        Desktop44
                                                                                                                                        Mobile Web27
                                                                                                                                        Mobile App29
                                                                                                                                        Desktop
                                                                                                                                        Mobile Web
                                                                                                                                        Mobile App

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        US retail mcommerce sales are expected to accelerate in 2016

                                                                                                                                        Mcommerce sales will rise 432 in 2016

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                        26

                                                                                                                                        41

                                                                                                                                        29

                                                                                                                                        0

                                                                                                                                        50

                                                                                                                                        Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                        Mcommerce Sales Growth 2015ndash2016

                                                                                                                                        Source comScore Dec 2016

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                        5350 52 51

                                                                                                                                        43

                                                                                                                                        0

                                                                                                                                        100Mobile Share of Unique

                                                                                                                                        User Visits

                                                                                                                                        Source Hooklogic Nov 2016

                                                                                                                                        5755 59 58

                                                                                                                                        47

                                                                                                                                        0

                                                                                                                                        100Mobile Share of Visits

                                                                                                                                        Source NetElixir Dec 2016

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                        Source ComScore Dec 2016

                                                                                                                                        eMwebinar

                                                                                                                                        Chart1

                                                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                                                        044
                                                                                                                                        027
                                                                                                                                        029

                                                                                                                                        Sheet1

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Mobile performance was up across the board

                                                                                                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                        Smartphone conversion rates up 53

                                                                                                                                        Average order value up 29

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Product Trends

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                        26

                                                                                                                                        3639

                                                                                                                                        43

                                                                                                                                        0

                                                                                                                                        50

                                                                                                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                        Source Branding Brand Dec 2016

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                        53 year-over-year increase in online purchases of shoes

                                                                                                                                        Source comScore Dec 2016

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                        1 Hatchimals

                                                                                                                                        2 Nintendo

                                                                                                                                        3 Shopkins

                                                                                                                                        4 Lego

                                                                                                                                        5 Paw Patrol

                                                                                                                                        6 NES Classic Edition

                                                                                                                                        7 PokeacutemonPokeacutemon cards

                                                                                                                                        8 Barbie

                                                                                                                                        9 Our Generation

                                                                                                                                        10 Xbox One

                                                                                                                                        Source Hooklogic

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Expectations for the Rest of the Season

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Impact of competitive discounting on holiday ecommerce

                                                                                                                                        SalesTrafficMargins

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                        9 of shoppers had completed their shopping by the start

                                                                                                                                        of Cyber Monday down from 11 in 2015

                                                                                                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                        up from 19 in 2015

                                                                                                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                        eMwebinar

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Recap

                                                                                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                        and a 33 gain for total retail sales looks to be on target

                                                                                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                        eMwebinar

                                                                                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                        - Max Levchin Founder

                                                                                                                                        54

                                                                                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                                                                                        $1500M ODERN COUCH

                                                                                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                                                                                        $51671mo for 3 months

                                                                                                                                        $26477mo for 6 months

                                                                                                                                        $13892mo for 12 months

                                                                                                                                        55

                                                                                                                                        Affirm builds trust through transparency

                                                                                                                                        Modern financing delivers results for retailers

                                                                                                                                        Source Affirm Merchant Case Study March 2016

                                                                                                                                        57

                                                                                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                        $2000+ bikes for full price ldquo

                                                                                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                        - Graham Stanton President and co-founder of Peloton

                                                                                                                                        aff i rmcombusiness

                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                        QampA Session

                                                                                                                                        Made possible by

                                                                                                                                        You will receive an email tomorrow with a link to view the

                                                                                                                                        deck and webinar recording

                                                                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                        Yory Wurmser

                                                                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                        Recap

                                                                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                        Performance Marketing in Retail

                                                                                                                                        • Slide Number 1
                                                                                                                                        • Agenda
                                                                                                                                        • Slide Number 3
                                                                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                        • Short Answer
                                                                                                                                        • Longer Answer A lot has happened since September
                                                                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                        • Consumer confidence rebounded strongly in November
                                                                                                                                        • 2 Online shopping around the election was depressed
                                                                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                        • hellip But in-store retail sales still fell
                                                                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                        • Slide Number 20
                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                        • Slide Number 30
                                                                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                        • Slide Number 35
                                                                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                        • Mobile performance was up across the board
                                                                                                                                        • Slide Number 43
                                                                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                        • Slide Number 47
                                                                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                        • Recap
                                                                                                                                        • Slide Number 53
                                                                                                                                        • Slide Number 54
                                                                                                                                        • Slide Number 55
                                                                                                                                        • Slide Number 56
                                                                                                                                        • Slide Number 57
                                                                                                                                        • Slide Number 58
                                                                                                                                        • Slide Number 59
                                                                                                                                          Online Retail Visits on Cyber Monday
                                                                                                                                          Desktop44
                                                                                                                                          Mobile Web27
                                                                                                                                          Mobile App29
                                                                                                                                          Desktop
                                                                                                                                          Mobile Web
                                                                                                                                          Mobile App

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          The largest part of mcommerce growth will come from purchases via smartphones

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                          26

                                                                                                                                          41

                                                                                                                                          29

                                                                                                                                          0

                                                                                                                                          50

                                                                                                                                          Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                          Mcommerce Sales Growth 2015ndash2016

                                                                                                                                          Source comScore Dec 2016

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                          5350 52 51

                                                                                                                                          43

                                                                                                                                          0

                                                                                                                                          100Mobile Share of Unique

                                                                                                                                          User Visits

                                                                                                                                          Source Hooklogic Nov 2016

                                                                                                                                          5755 59 58

                                                                                                                                          47

                                                                                                                                          0

                                                                                                                                          100Mobile Share of Visits

                                                                                                                                          Source NetElixir Dec 2016

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                          Source ComScore Dec 2016

                                                                                                                                          eMwebinar

                                                                                                                                          Chart1

                                                                                                                                          Online Retail Visits on Cyber Monday
                                                                                                                                          044
                                                                                                                                          027
                                                                                                                                          029

                                                                                                                                          Sheet1

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Mobile performance was up across the board

                                                                                                                                          Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                          Smartphone conversion rates up 53

                                                                                                                                          Average order value up 29

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Product Trends

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                          26

                                                                                                                                          3639

                                                                                                                                          43

                                                                                                                                          0

                                                                                                                                          50

                                                                                                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                          Source Branding Brand Dec 2016

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                          53 year-over-year increase in online purchases of shoes

                                                                                                                                          Source comScore Dec 2016

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                          1 Hatchimals

                                                                                                                                          2 Nintendo

                                                                                                                                          3 Shopkins

                                                                                                                                          4 Lego

                                                                                                                                          5 Paw Patrol

                                                                                                                                          6 NES Classic Edition

                                                                                                                                          7 PokeacutemonPokeacutemon cards

                                                                                                                                          8 Barbie

                                                                                                                                          9 Our Generation

                                                                                                                                          10 Xbox One

                                                                                                                                          Source Hooklogic

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Expectations for the Rest of the Season

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Impact of competitive discounting on holiday ecommerce

                                                                                                                                          SalesTrafficMargins

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                          9 of shoppers had completed their shopping by the start

                                                                                                                                          of Cyber Monday down from 11 in 2015

                                                                                                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                          up from 19 in 2015

                                                                                                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                          eMwebinar

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Recap

                                                                                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                          and a 33 gain for total retail sales looks to be on target

                                                                                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                          eMwebinar

                                                                                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                          - Max Levchin Founder

                                                                                                                                          54

                                                                                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                                                                                          $1500M ODERN COUCH

                                                                                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                                                                                          $51671mo for 3 months

                                                                                                                                          $26477mo for 6 months

                                                                                                                                          $13892mo for 12 months

                                                                                                                                          55

                                                                                                                                          Affirm builds trust through transparency

                                                                                                                                          Modern financing delivers results for retailers

                                                                                                                                          Source Affirm Merchant Case Study March 2016

                                                                                                                                          57

                                                                                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                          $2000+ bikes for full price ldquo

                                                                                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                          - Graham Stanton President and co-founder of Peloton

                                                                                                                                          aff i rmcombusiness

                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                          QampA Session

                                                                                                                                          Made possible by

                                                                                                                                          You will receive an email tomorrow with a link to view the

                                                                                                                                          deck and webinar recording

                                                                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                          Yory Wurmser

                                                                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                          Recap

                                                                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                          Performance Marketing in Retail

                                                                                                                                          • Slide Number 1
                                                                                                                                          • Agenda
                                                                                                                                          • Slide Number 3
                                                                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                          • Short Answer
                                                                                                                                          • Longer Answer A lot has happened since September
                                                                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                          • Consumer confidence rebounded strongly in November
                                                                                                                                          • 2 Online shopping around the election was depressed
                                                                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                          • hellip But in-store retail sales still fell
                                                                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                          • Slide Number 20
                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                          • Slide Number 30
                                                                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                          • Slide Number 35
                                                                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                          • Mobile performance was up across the board
                                                                                                                                          • Slide Number 43
                                                                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                          • Slide Number 47
                                                                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                          • Recap
                                                                                                                                          • Slide Number 53
                                                                                                                                          • Slide Number 54
                                                                                                                                          • Slide Number 55
                                                                                                                                          • Slide Number 56
                                                                                                                                          • Slide Number 57
                                                                                                                                          • Slide Number 58
                                                                                                                                          • Slide Number 59
                                                                                                                                            Online Retail Visits on Cyber Monday
                                                                                                                                            Desktop44
                                                                                                                                            Mobile Web27
                                                                                                                                            Mobile App29
                                                                                                                                            Desktop
                                                                                                                                            Mobile Web
                                                                                                                                            Mobile App

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday

                                                                                                                                            26

                                                                                                                                            41

                                                                                                                                            29

                                                                                                                                            0

                                                                                                                                            50

                                                                                                                                            Thanksgiving Day Black Friday Cyber Monday

                                                                                                                                            Mcommerce Sales Growth 2015ndash2016

                                                                                                                                            Source comScore Dec 2016

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                            5350 52 51

                                                                                                                                            43

                                                                                                                                            0

                                                                                                                                            100Mobile Share of Unique

                                                                                                                                            User Visits

                                                                                                                                            Source Hooklogic Nov 2016

                                                                                                                                            5755 59 58

                                                                                                                                            47

                                                                                                                                            0

                                                                                                                                            100Mobile Share of Visits

                                                                                                                                            Source NetElixir Dec 2016

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                            Source ComScore Dec 2016

                                                                                                                                            eMwebinar

                                                                                                                                            Chart1

                                                                                                                                            Online Retail Visits on Cyber Monday
                                                                                                                                            044
                                                                                                                                            027
                                                                                                                                            029

                                                                                                                                            Sheet1

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Mobile performance was up across the board

                                                                                                                                            Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                            Smartphone conversion rates up 53

                                                                                                                                            Average order value up 29

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Product Trends

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                            26

                                                                                                                                            3639

                                                                                                                                            43

                                                                                                                                            0

                                                                                                                                            50

                                                                                                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                            Source Branding Brand Dec 2016

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                            53 year-over-year increase in online purchases of shoes

                                                                                                                                            Source comScore Dec 2016

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                            1 Hatchimals

                                                                                                                                            2 Nintendo

                                                                                                                                            3 Shopkins

                                                                                                                                            4 Lego

                                                                                                                                            5 Paw Patrol

                                                                                                                                            6 NES Classic Edition

                                                                                                                                            7 PokeacutemonPokeacutemon cards

                                                                                                                                            8 Barbie

                                                                                                                                            9 Our Generation

                                                                                                                                            10 Xbox One

                                                                                                                                            Source Hooklogic

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Expectations for the Rest of the Season

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Impact of competitive discounting on holiday ecommerce

                                                                                                                                            SalesTrafficMargins

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                            9 of shoppers had completed their shopping by the start

                                                                                                                                            of Cyber Monday down from 11 in 2015

                                                                                                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                            up from 19 in 2015

                                                                                                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                            eMwebinar

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Recap

                                                                                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                            and a 33 gain for total retail sales looks to be on target

                                                                                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                            eMwebinar

                                                                                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                            - Max Levchin Founder

                                                                                                                                            54

                                                                                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                                                                                            $1500M ODERN COUCH

                                                                                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                                                                                            $51671mo for 3 months

                                                                                                                                            $26477mo for 6 months

                                                                                                                                            $13892mo for 12 months

                                                                                                                                            55

                                                                                                                                            Affirm builds trust through transparency

                                                                                                                                            Modern financing delivers results for retailers

                                                                                                                                            Source Affirm Merchant Case Study March 2016

                                                                                                                                            57

                                                                                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                            $2000+ bikes for full price ldquo

                                                                                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                            - Graham Stanton President and co-founder of Peloton

                                                                                                                                            aff i rmcombusiness

                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                            QampA Session

                                                                                                                                            Made possible by

                                                                                                                                            You will receive an email tomorrow with a link to view the

                                                                                                                                            deck and webinar recording

                                                                                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                            Yory Wurmser

                                                                                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                            Recap

                                                                                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                            Performance Marketing in Retail

                                                                                                                                            • Slide Number 1
                                                                                                                                            • Agenda
                                                                                                                                            • Slide Number 3
                                                                                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                            • Short Answer
                                                                                                                                            • Longer Answer A lot has happened since September
                                                                                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                            • Consumer confidence rebounded strongly in November
                                                                                                                                            • 2 Online shopping around the election was depressed
                                                                                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                            • hellip But in-store retail sales still fell
                                                                                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                            • Slide Number 20
                                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                            • Slide Number 30
                                                                                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                            • Slide Number 35
                                                                                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                            • Mobile performance was up across the board
                                                                                                                                            • Slide Number 43
                                                                                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                            • Slide Number 47
                                                                                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                            • Recap
                                                                                                                                            • Slide Number 53
                                                                                                                                            • Slide Number 54
                                                                                                                                            • Slide Number 55
                                                                                                                                            • Slide Number 56
                                                                                                                                            • Slide Number 57
                                                                                                                                            • Slide Number 58
                                                                                                                                            • Slide Number 59
                                                                                                                                              Online Retail Visits on Cyber Monday
                                                                                                                                              Desktop44
                                                                                                                                              Mobile Web27
                                                                                                                                              Mobile App29
                                                                                                                                              Desktop
                                                                                                                                              Mobile Web
                                                                                                                                              Mobile App

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Mcommercersquos sales share peaked on Thanksgiving Day

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                              5350 52 51

                                                                                                                                              43

                                                                                                                                              0

                                                                                                                                              100Mobile Share of Unique

                                                                                                                                              User Visits

                                                                                                                                              Source Hooklogic Nov 2016

                                                                                                                                              5755 59 58

                                                                                                                                              47

                                                                                                                                              0

                                                                                                                                              100Mobile Share of Visits

                                                                                                                                              Source NetElixir Dec 2016

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                              Source ComScore Dec 2016

                                                                                                                                              eMwebinar

                                                                                                                                              Chart1

                                                                                                                                              Online Retail Visits on Cyber Monday
                                                                                                                                              044
                                                                                                                                              027
                                                                                                                                              029

                                                                                                                                              Sheet1

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Mobile performance was up across the board

                                                                                                                                              Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                              Smartphone conversion rates up 53

                                                                                                                                              Average order value up 29

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Product Trends

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                              26

                                                                                                                                              3639

                                                                                                                                              43

                                                                                                                                              0

                                                                                                                                              50

                                                                                                                                              Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                              Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                              Source Branding Brand Dec 2016

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                              53 year-over-year increase in online purchases of shoes

                                                                                                                                              Source comScore Dec 2016

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                              1 Hatchimals

                                                                                                                                              2 Nintendo

                                                                                                                                              3 Shopkins

                                                                                                                                              4 Lego

                                                                                                                                              5 Paw Patrol

                                                                                                                                              6 NES Classic Edition

                                                                                                                                              7 PokeacutemonPokeacutemon cards

                                                                                                                                              8 Barbie

                                                                                                                                              9 Our Generation

                                                                                                                                              10 Xbox One

                                                                                                                                              Source Hooklogic

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Expectations for the Rest of the Season

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Impact of competitive discounting on holiday ecommerce

                                                                                                                                              SalesTrafficMargins

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                              9 of shoppers had completed their shopping by the start

                                                                                                                                              of Cyber Monday down from 11 in 2015

                                                                                                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                              up from 19 in 2015

                                                                                                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                              eMwebinar

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Recap

                                                                                                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                              and a 33 gain for total retail sales looks to be on target

                                                                                                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                              Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                              eMwebinar

                                                                                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                              - Max Levchin Founder

                                                                                                                                              54

                                                                                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                                                                                              $1500M ODERN COUCH

                                                                                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                                                                                              $51671mo for 3 months

                                                                                                                                              $26477mo for 6 months

                                                                                                                                              $13892mo for 12 months

                                                                                                                                              55

                                                                                                                                              Affirm builds trust through transparency

                                                                                                                                              Modern financing delivers results for retailers

                                                                                                                                              Source Affirm Merchant Case Study March 2016

                                                                                                                                              57

                                                                                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                              $2000+ bikes for full price ldquo

                                                                                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                              - Graham Stanton President and co-founder of Peloton

                                                                                                                                              aff i rmcombusiness

                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                              QampA Session

                                                                                                                                              Made possible by

                                                                                                                                              You will receive an email tomorrow with a link to view the

                                                                                                                                              deck and webinar recording

                                                                                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                              Yory Wurmser

                                                                                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                              Recap

                                                                                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                              Performance Marketing in Retail

                                                                                                                                              • Slide Number 1
                                                                                                                                              • Agenda
                                                                                                                                              • Slide Number 3
                                                                                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                              • Short Answer
                                                                                                                                              • Longer Answer A lot has happened since September
                                                                                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                              • Consumer confidence rebounded strongly in November
                                                                                                                                              • 2 Online shopping around the election was depressed
                                                                                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                              • hellip But in-store retail sales still fell
                                                                                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                              • Slide Number 20
                                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                              • Slide Number 30
                                                                                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                              • Slide Number 35
                                                                                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                              • Mobile performance was up across the board
                                                                                                                                              • Slide Number 43
                                                                                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                              • Slide Number 47
                                                                                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                              • Recap
                                                                                                                                              • Slide Number 53
                                                                                                                                              • Slide Number 54
                                                                                                                                              • Slide Number 55
                                                                                                                                              • Slide Number 56
                                                                                                                                              • Slide Number 57
                                                                                                                                              • Slide Number 58
                                                                                                                                              • Slide Number 59
                                                                                                                                                Online Retail Visits on Cyber Monday
                                                                                                                                                Desktop44
                                                                                                                                                Mobile Web27
                                                                                                                                                Mobile App29
                                                                                                                                                Desktop
                                                                                                                                                Mobile Web
                                                                                                                                                Mobile App

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday

                                                                                                                                                5350 52 51

                                                                                                                                                43

                                                                                                                                                0

                                                                                                                                                100Mobile Share of Unique

                                                                                                                                                User Visits

                                                                                                                                                Source Hooklogic Nov 2016

                                                                                                                                                5755 59 58

                                                                                                                                                47

                                                                                                                                                0

                                                                                                                                                100Mobile Share of Visits

                                                                                                                                                Source NetElixir Dec 2016

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                                Source ComScore Dec 2016

                                                                                                                                                eMwebinar

                                                                                                                                                Chart1

                                                                                                                                                Online Retail Visits on Cyber Monday
                                                                                                                                                044
                                                                                                                                                027
                                                                                                                                                029

                                                                                                                                                Sheet1

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Mobile performance was up across the board

                                                                                                                                                Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                                Smartphone conversion rates up 53

                                                                                                                                                Average order value up 29

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Product Trends

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                26

                                                                                                                                                3639

                                                                                                                                                43

                                                                                                                                                0

                                                                                                                                                50

                                                                                                                                                Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                Source Branding Brand Dec 2016

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                53 year-over-year increase in online purchases of shoes

                                                                                                                                                Source comScore Dec 2016

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                1 Hatchimals

                                                                                                                                                2 Nintendo

                                                                                                                                                3 Shopkins

                                                                                                                                                4 Lego

                                                                                                                                                5 Paw Patrol

                                                                                                                                                6 NES Classic Edition

                                                                                                                                                7 PokeacutemonPokeacutemon cards

                                                                                                                                                8 Barbie

                                                                                                                                                9 Our Generation

                                                                                                                                                10 Xbox One

                                                                                                                                                Source Hooklogic

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Expectations for the Rest of the Season

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Impact of competitive discounting on holiday ecommerce

                                                                                                                                                SalesTrafficMargins

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                9 of shoppers had completed their shopping by the start

                                                                                                                                                of Cyber Monday down from 11 in 2015

                                                                                                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                up from 19 in 2015

                                                                                                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                eMwebinar

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Recap

                                                                                                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                and a 33 gain for total retail sales looks to be on target

                                                                                                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                eMwebinar

                                                                                                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                - Max Levchin Founder

                                                                                                                                                54

                                                                                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                $1500M ODERN COUCH

                                                                                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                $51671mo for 3 months

                                                                                                                                                $26477mo for 6 months

                                                                                                                                                $13892mo for 12 months

                                                                                                                                                55

                                                                                                                                                Affirm builds trust through transparency

                                                                                                                                                Modern financing delivers results for retailers

                                                                                                                                                Source Affirm Merchant Case Study March 2016

                                                                                                                                                57

                                                                                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                $2000+ bikes for full price ldquo

                                                                                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                                                                                aff i rmcombusiness

                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                QampA Session

                                                                                                                                                Made possible by

                                                                                                                                                You will receive an email tomorrow with a link to view the

                                                                                                                                                deck and webinar recording

                                                                                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                Yory Wurmser

                                                                                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                Recap

                                                                                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                Performance Marketing in Retail

                                                                                                                                                • Slide Number 1
                                                                                                                                                • Agenda
                                                                                                                                                • Slide Number 3
                                                                                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                • Short Answer
                                                                                                                                                • Longer Answer A lot has happened since September
                                                                                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                • Consumer confidence rebounded strongly in November
                                                                                                                                                • 2 Online shopping around the election was depressed
                                                                                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                • hellip But in-store retail sales still fell
                                                                                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                • Slide Number 20
                                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                • Slide Number 30
                                                                                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                • Slide Number 35
                                                                                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                • Mobile performance was up across the board
                                                                                                                                                • Slide Number 43
                                                                                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                • Slide Number 47
                                                                                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                • Recap
                                                                                                                                                • Slide Number 53
                                                                                                                                                • Slide Number 54
                                                                                                                                                • Slide Number 55
                                                                                                                                                • Slide Number 56
                                                                                                                                                • Slide Number 57
                                                                                                                                                • Slide Number 58
                                                                                                                                                • Slide Number 59
                                                                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                                                                  Desktop44
                                                                                                                                                  Mobile Web27
                                                                                                                                                  Mobile App29
                                                                                                                                                  Desktop
                                                                                                                                                  Mobile Web
                                                                                                                                                  Mobile App

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  The majority of mobile shopping visits on Cyber Monday came from apps

                                                                                                                                                  Source ComScore Dec 2016

                                                                                                                                                  eMwebinar

                                                                                                                                                  Chart1

                                                                                                                                                  Online Retail Visits on Cyber Monday
                                                                                                                                                  044
                                                                                                                                                  027
                                                                                                                                                  029

                                                                                                                                                  Sheet1

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Mobile performance was up across the board

                                                                                                                                                  Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                                  Smartphone conversion rates up 53

                                                                                                                                                  Average order value up 29

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Product Trends

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                  26

                                                                                                                                                  3639

                                                                                                                                                  43

                                                                                                                                                  0

                                                                                                                                                  50

                                                                                                                                                  Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                  Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                  Source Branding Brand Dec 2016

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                  53 year-over-year increase in online purchases of shoes

                                                                                                                                                  Source comScore Dec 2016

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                  1 Hatchimals

                                                                                                                                                  2 Nintendo

                                                                                                                                                  3 Shopkins

                                                                                                                                                  4 Lego

                                                                                                                                                  5 Paw Patrol

                                                                                                                                                  6 NES Classic Edition

                                                                                                                                                  7 PokeacutemonPokeacutemon cards

                                                                                                                                                  8 Barbie

                                                                                                                                                  9 Our Generation

                                                                                                                                                  10 Xbox One

                                                                                                                                                  Source Hooklogic

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Expectations for the Rest of the Season

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Impact of competitive discounting on holiday ecommerce

                                                                                                                                                  SalesTrafficMargins

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                  9 of shoppers had completed their shopping by the start

                                                                                                                                                  of Cyber Monday down from 11 in 2015

                                                                                                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                  up from 19 in 2015

                                                                                                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                  eMwebinar

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Recap

                                                                                                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                  and a 33 gain for total retail sales looks to be on target

                                                                                                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                  eMwebinar

                                                                                                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                  - Max Levchin Founder

                                                                                                                                                  54

                                                                                                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                  $1500M ODERN COUCH

                                                                                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                  $51671mo for 3 months

                                                                                                                                                  $26477mo for 6 months

                                                                                                                                                  $13892mo for 12 months

                                                                                                                                                  55

                                                                                                                                                  Affirm builds trust through transparency

                                                                                                                                                  Modern financing delivers results for retailers

                                                                                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                                                                                  57

                                                                                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                  $2000+ bikes for full price ldquo

                                                                                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                                                                                  aff i rmcombusiness

                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                  QampA Session

                                                                                                                                                  Made possible by

                                                                                                                                                  You will receive an email tomorrow with a link to view the

                                                                                                                                                  deck and webinar recording

                                                                                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                  Yory Wurmser

                                                                                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                  Recap

                                                                                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                  Performance Marketing in Retail

                                                                                                                                                  • Slide Number 1
                                                                                                                                                  • Agenda
                                                                                                                                                  • Slide Number 3
                                                                                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                  • Short Answer
                                                                                                                                                  • Longer Answer A lot has happened since September
                                                                                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                  • Consumer confidence rebounded strongly in November
                                                                                                                                                  • 2 Online shopping around the election was depressed
                                                                                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                  • hellip But in-store retail sales still fell
                                                                                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                  • Slide Number 20
                                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                  • Slide Number 30
                                                                                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                  • Slide Number 35
                                                                                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                  • Mobile performance was up across the board
                                                                                                                                                  • Slide Number 43
                                                                                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                  • Slide Number 47
                                                                                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                  • Recap
                                                                                                                                                  • Slide Number 53
                                                                                                                                                  • Slide Number 54
                                                                                                                                                  • Slide Number 55
                                                                                                                                                  • Slide Number 56
                                                                                                                                                  • Slide Number 57
                                                                                                                                                  • Slide Number 58
                                                                                                                                                  • Slide Number 59
                                                                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                                                                    Desktop44
                                                                                                                                                    Mobile Web27
                                                                                                                                                    Mobile App29
                                                                                                                                                    Desktop
                                                                                                                                                    Mobile Web
                                                                                                                                                    Mobile App

                                                                                                                                                    Chart1

                                                                                                                                                    Online Retail Visits on Cyber Monday
                                                                                                                                                    044
                                                                                                                                                    027
                                                                                                                                                    029

                                                                                                                                                    Sheet1

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Mobile performance was up across the board

                                                                                                                                                    Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                                    Smartphone conversion rates up 53

                                                                                                                                                    Average order value up 29

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Product Trends

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                    26

                                                                                                                                                    3639

                                                                                                                                                    43

                                                                                                                                                    0

                                                                                                                                                    50

                                                                                                                                                    Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                    Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                    Source Branding Brand Dec 2016

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                    53 year-over-year increase in online purchases of shoes

                                                                                                                                                    Source comScore Dec 2016

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                    1 Hatchimals

                                                                                                                                                    2 Nintendo

                                                                                                                                                    3 Shopkins

                                                                                                                                                    4 Lego

                                                                                                                                                    5 Paw Patrol

                                                                                                                                                    6 NES Classic Edition

                                                                                                                                                    7 PokeacutemonPokeacutemon cards

                                                                                                                                                    8 Barbie

                                                                                                                                                    9 Our Generation

                                                                                                                                                    10 Xbox One

                                                                                                                                                    Source Hooklogic

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Expectations for the Rest of the Season

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Impact of competitive discounting on holiday ecommerce

                                                                                                                                                    SalesTrafficMargins

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                    9 of shoppers had completed their shopping by the start

                                                                                                                                                    of Cyber Monday down from 11 in 2015

                                                                                                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                    up from 19 in 2015

                                                                                                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                    eMwebinar

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Recap

                                                                                                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                    and a 33 gain for total retail sales looks to be on target

                                                                                                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                    eMwebinar

                                                                                                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                    - Max Levchin Founder

                                                                                                                                                    54

                                                                                                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                    $1500M ODERN COUCH

                                                                                                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                    $51671mo for 3 months

                                                                                                                                                    $26477mo for 6 months

                                                                                                                                                    $13892mo for 12 months

                                                                                                                                                    55

                                                                                                                                                    Affirm builds trust through transparency

                                                                                                                                                    Modern financing delivers results for retailers

                                                                                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                                                                                    57

                                                                                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                    $2000+ bikes for full price ldquo

                                                                                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                                                                                    aff i rmcombusiness

                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                    QampA Session

                                                                                                                                                    Made possible by

                                                                                                                                                    You will receive an email tomorrow with a link to view the

                                                                                                                                                    deck and webinar recording

                                                                                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                    Yory Wurmser

                                                                                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                    Recap

                                                                                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                    Performance Marketing in Retail

                                                                                                                                                    • Slide Number 1
                                                                                                                                                    • Agenda
                                                                                                                                                    • Slide Number 3
                                                                                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                    • Short Answer
                                                                                                                                                    • Longer Answer A lot has happened since September
                                                                                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                    • Consumer confidence rebounded strongly in November
                                                                                                                                                    • 2 Online shopping around the election was depressed
                                                                                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                    • hellip But in-store retail sales still fell
                                                                                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                    • Slide Number 20
                                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                    • Slide Number 30
                                                                                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                    • Slide Number 35
                                                                                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                    • Mobile performance was up across the board
                                                                                                                                                    • Slide Number 43
                                                                                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                    • Slide Number 47
                                                                                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                    • Recap
                                                                                                                                                    • Slide Number 53
                                                                                                                                                    • Slide Number 54
                                                                                                                                                    • Slide Number 55
                                                                                                                                                    • Slide Number 56
                                                                                                                                                    • Slide Number 57
                                                                                                                                                    • Slide Number 58
                                                                                                                                                    • Slide Number 59
                                                                                                                                                      Online Retail Visits on Cyber Monday
                                                                                                                                                      Desktop44
                                                                                                                                                      Mobile Web27
                                                                                                                                                      Mobile App29
                                                                                                                                                      Desktop
                                                                                                                                                      Mobile Web
                                                                                                                                                      Mobile App

                                                                                                                                                      Sheet1

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Mobile performance was up across the board

                                                                                                                                                      Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                                      Smartphone conversion rates up 53

                                                                                                                                                      Average order value up 29

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Product Trends

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                      26

                                                                                                                                                      3639

                                                                                                                                                      43

                                                                                                                                                      0

                                                                                                                                                      50

                                                                                                                                                      Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                      Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                      Source Branding Brand Dec 2016

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                      53 year-over-year increase in online purchases of shoes

                                                                                                                                                      Source comScore Dec 2016

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                      1 Hatchimals

                                                                                                                                                      2 Nintendo

                                                                                                                                                      3 Shopkins

                                                                                                                                                      4 Lego

                                                                                                                                                      5 Paw Patrol

                                                                                                                                                      6 NES Classic Edition

                                                                                                                                                      7 PokeacutemonPokeacutemon cards

                                                                                                                                                      8 Barbie

                                                                                                                                                      9 Our Generation

                                                                                                                                                      10 Xbox One

                                                                                                                                                      Source Hooklogic

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Expectations for the Rest of the Season

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Impact of competitive discounting on holiday ecommerce

                                                                                                                                                      SalesTrafficMargins

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                      9 of shoppers had completed their shopping by the start

                                                                                                                                                      of Cyber Monday down from 11 in 2015

                                                                                                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                      up from 19 in 2015

                                                                                                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                      eMwebinar

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Recap

                                                                                                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                      and a 33 gain for total retail sales looks to be on target

                                                                                                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                      eMwebinar

                                                                                                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                      - Max Levchin Founder

                                                                                                                                                      54

                                                                                                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                      $1500M ODERN COUCH

                                                                                                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                      $51671mo for 3 months

                                                                                                                                                      $26477mo for 6 months

                                                                                                                                                      $13892mo for 12 months

                                                                                                                                                      55

                                                                                                                                                      Affirm builds trust through transparency

                                                                                                                                                      Modern financing delivers results for retailers

                                                                                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                                                                                      57

                                                                                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                      $2000+ bikes for full price ldquo

                                                                                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                                                                                      aff i rmcombusiness

                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                      QampA Session

                                                                                                                                                      Made possible by

                                                                                                                                                      You will receive an email tomorrow with a link to view the

                                                                                                                                                      deck and webinar recording

                                                                                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                      Yory Wurmser

                                                                                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                      Recap

                                                                                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                      Performance Marketing in Retail

                                                                                                                                                      • Slide Number 1
                                                                                                                                                      • Agenda
                                                                                                                                                      • Slide Number 3
                                                                                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                      • Short Answer
                                                                                                                                                      • Longer Answer A lot has happened since September
                                                                                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                      • Consumer confidence rebounded strongly in November
                                                                                                                                                      • 2 Online shopping around the election was depressed
                                                                                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                      • hellip But in-store retail sales still fell
                                                                                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                      • Slide Number 20
                                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                      • Slide Number 30
                                                                                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                      • Slide Number 35
                                                                                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                      • Mobile performance was up across the board
                                                                                                                                                      • Slide Number 43
                                                                                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                      • Slide Number 47
                                                                                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                      • Recap
                                                                                                                                                      • Slide Number 53
                                                                                                                                                      • Slide Number 54
                                                                                                                                                      • Slide Number 55
                                                                                                                                                      • Slide Number 56
                                                                                                                                                      • Slide Number 57
                                                                                                                                                      • Slide Number 58
                                                                                                                                                      • Slide Number 59
                                                                                                                                                        Online Retail Visits on Cyber Monday
                                                                                                                                                        Desktop44
                                                                                                                                                        Mobile Web27
                                                                                                                                                        Mobile App29

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Mobile performance was up across the board

                                                                                                                                                        Compared with 2015 this yearrsquos Cyber Weekend saw

                                                                                                                                                        Smartphone conversion rates up 53

                                                                                                                                                        Average order value up 29

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Product Trends

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                        26

                                                                                                                                                        3639

                                                                                                                                                        43

                                                                                                                                                        0

                                                                                                                                                        50

                                                                                                                                                        Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                        Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                        Source Branding Brand Dec 2016

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                        53 year-over-year increase in online purchases of shoes

                                                                                                                                                        Source comScore Dec 2016

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                        1 Hatchimals

                                                                                                                                                        2 Nintendo

                                                                                                                                                        3 Shopkins

                                                                                                                                                        4 Lego

                                                                                                                                                        5 Paw Patrol

                                                                                                                                                        6 NES Classic Edition

                                                                                                                                                        7 PokeacutemonPokeacutemon cards

                                                                                                                                                        8 Barbie

                                                                                                                                                        9 Our Generation

                                                                                                                                                        10 Xbox One

                                                                                                                                                        Source Hooklogic

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Expectations for the Rest of the Season

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Impact of competitive discounting on holiday ecommerce

                                                                                                                                                        SalesTrafficMargins

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                        9 of shoppers had completed their shopping by the start

                                                                                                                                                        of Cyber Monday down from 11 in 2015

                                                                                                                                                        23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                        up from 19 in 2015

                                                                                                                                                        Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                        eMwebinar

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Recap

                                                                                                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                        and a 33 gain for total retail sales looks to be on target

                                                                                                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                        eMwebinar

                                                                                                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                        - Max Levchin Founder

                                                                                                                                                        54

                                                                                                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                        $1500M ODERN COUCH

                                                                                                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                        $51671mo for 3 months

                                                                                                                                                        $26477mo for 6 months

                                                                                                                                                        $13892mo for 12 months

                                                                                                                                                        55

                                                                                                                                                        Affirm builds trust through transparency

                                                                                                                                                        Modern financing delivers results for retailers

                                                                                                                                                        Source Affirm Merchant Case Study March 2016

                                                                                                                                                        57

                                                                                                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                        $2000+ bikes for full price ldquo

                                                                                                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                        - Graham Stanton President and co-founder of Peloton

                                                                                                                                                        aff i rmcombusiness

                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                        QampA Session

                                                                                                                                                        Made possible by

                                                                                                                                                        You will receive an email tomorrow with a link to view the

                                                                                                                                                        deck and webinar recording

                                                                                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                        Yory Wurmser

                                                                                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                        Recap

                                                                                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                        Performance Marketing in Retail

                                                                                                                                                        • Slide Number 1
                                                                                                                                                        • Agenda
                                                                                                                                                        • Slide Number 3
                                                                                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                        • Short Answer
                                                                                                                                                        • Longer Answer A lot has happened since September
                                                                                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                        • Consumer confidence rebounded strongly in November
                                                                                                                                                        • 2 Online shopping around the election was depressed
                                                                                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                        • hellip But in-store retail sales still fell
                                                                                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                        • Slide Number 20
                                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                        • Slide Number 30
                                                                                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                        • Slide Number 35
                                                                                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                        • Mobile performance was up across the board
                                                                                                                                                        • Slide Number 43
                                                                                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                        • Slide Number 47
                                                                                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                        • Recap
                                                                                                                                                        • Slide Number 53
                                                                                                                                                        • Slide Number 54
                                                                                                                                                        • Slide Number 55
                                                                                                                                                        • Slide Number 56
                                                                                                                                                        • Slide Number 57
                                                                                                                                                        • Slide Number 58
                                                                                                                                                        • Slide Number 59

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Product Trends

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                          26

                                                                                                                                                          3639

                                                                                                                                                          43

                                                                                                                                                          0

                                                                                                                                                          50

                                                                                                                                                          Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                          Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                          Source Branding Brand Dec 2016

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                          53 year-over-year increase in online purchases of shoes

                                                                                                                                                          Source comScore Dec 2016

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                          1 Hatchimals

                                                                                                                                                          2 Nintendo

                                                                                                                                                          3 Shopkins

                                                                                                                                                          4 Lego

                                                                                                                                                          5 Paw Patrol

                                                                                                                                                          6 NES Classic Edition

                                                                                                                                                          7 PokeacutemonPokeacutemon cards

                                                                                                                                                          8 Barbie

                                                                                                                                                          9 Our Generation

                                                                                                                                                          10 Xbox One

                                                                                                                                                          Source Hooklogic

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Expectations for the Rest of the Season

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Impact of competitive discounting on holiday ecommerce

                                                                                                                                                          SalesTrafficMargins

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                          9 of shoppers had completed their shopping by the start

                                                                                                                                                          of Cyber Monday down from 11 in 2015

                                                                                                                                                          23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                          up from 19 in 2015

                                                                                                                                                          Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                          eMwebinar

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Recap

                                                                                                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                          and a 33 gain for total retail sales looks to be on target

                                                                                                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                          eMwebinar

                                                                                                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                          - Max Levchin Founder

                                                                                                                                                          54

                                                                                                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                          $1500M ODERN COUCH

                                                                                                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                          $51671mo for 3 months

                                                                                                                                                          $26477mo for 6 months

                                                                                                                                                          $13892mo for 12 months

                                                                                                                                                          55

                                                                                                                                                          Affirm builds trust through transparency

                                                                                                                                                          Modern financing delivers results for retailers

                                                                                                                                                          Source Affirm Merchant Case Study March 2016

                                                                                                                                                          57

                                                                                                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                          $2000+ bikes for full price ldquo

                                                                                                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                          - Graham Stanton President and co-founder of Peloton

                                                                                                                                                          aff i rmcombusiness

                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                          QampA Session

                                                                                                                                                          Made possible by

                                                                                                                                                          You will receive an email tomorrow with a link to view the

                                                                                                                                                          deck and webinar recording

                                                                                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                          Yory Wurmser

                                                                                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                          Recap

                                                                                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                          Performance Marketing in Retail

                                                                                                                                                          • Slide Number 1
                                                                                                                                                          • Agenda
                                                                                                                                                          • Slide Number 3
                                                                                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                          • Short Answer
                                                                                                                                                          • Longer Answer A lot has happened since September
                                                                                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                          • Consumer confidence rebounded strongly in November
                                                                                                                                                          • 2 Online shopping around the election was depressed
                                                                                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                          • hellip But in-store retail sales still fell
                                                                                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                          • Slide Number 20
                                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                          • Slide Number 30
                                                                                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                          • Slide Number 35
                                                                                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                          • Mobile performance was up across the board
                                                                                                                                                          • Slide Number 43
                                                                                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                          • Slide Number 47
                                                                                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                          • Recap
                                                                                                                                                          • Slide Number 53
                                                                                                                                                          • Slide Number 54
                                                                                                                                                          • Slide Number 55
                                                                                                                                                          • Slide Number 56
                                                                                                                                                          • Slide Number 57
                                                                                                                                                          • Slide Number 58
                                                                                                                                                          • Slide Number 59

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Apparel was the leading category of online purchases over Thanksgiving Weekend

                                                                                                                                                            26

                                                                                                                                                            3639

                                                                                                                                                            43

                                                                                                                                                            0

                                                                                                                                                            50

                                                                                                                                                            Books amp Entertainment Electronics Toys Apparel amp accessories

                                                                                                                                                            Most Popular Purchases Thanksgiving Day to Cyber Monday ( of Respondents)

                                                                                                                                                            Source Branding Brand Dec 2016

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                            53 year-over-year increase in online purchases of shoes

                                                                                                                                                            Source comScore Dec 2016

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                            1 Hatchimals

                                                                                                                                                            2 Nintendo

                                                                                                                                                            3 Shopkins

                                                                                                                                                            4 Lego

                                                                                                                                                            5 Paw Patrol

                                                                                                                                                            6 NES Classic Edition

                                                                                                                                                            7 PokeacutemonPokeacutemon cards

                                                                                                                                                            8 Barbie

                                                                                                                                                            9 Our Generation

                                                                                                                                                            10 Xbox One

                                                                                                                                                            Source Hooklogic

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Expectations for the Rest of the Season

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Impact of competitive discounting on holiday ecommerce

                                                                                                                                                            SalesTrafficMargins

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                            9 of shoppers had completed their shopping by the start

                                                                                                                                                            of Cyber Monday down from 11 in 2015

                                                                                                                                                            23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                            up from 19 in 2015

                                                                                                                                                            Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                            eMwebinar

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Recap

                                                                                                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                            and a 33 gain for total retail sales looks to be on target

                                                                                                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                            eMwebinar

                                                                                                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                            - Max Levchin Founder

                                                                                                                                                            54

                                                                                                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                            $1500M ODERN COUCH

                                                                                                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                            $51671mo for 3 months

                                                                                                                                                            $26477mo for 6 months

                                                                                                                                                            $13892mo for 12 months

                                                                                                                                                            55

                                                                                                                                                            Affirm builds trust through transparency

                                                                                                                                                            Modern financing delivers results for retailers

                                                                                                                                                            Source Affirm Merchant Case Study March 2016

                                                                                                                                                            57

                                                                                                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                            $2000+ bikes for full price ldquo

                                                                                                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                            - Graham Stanton President and co-founder of Peloton

                                                                                                                                                            aff i rmcombusiness

                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                            QampA Session

                                                                                                                                                            Made possible by

                                                                                                                                                            You will receive an email tomorrow with a link to view the

                                                                                                                                                            deck and webinar recording

                                                                                                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                            Yory Wurmser

                                                                                                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                            Recap

                                                                                                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                            Performance Marketing in Retail

                                                                                                                                                            • Slide Number 1
                                                                                                                                                            • Agenda
                                                                                                                                                            • Slide Number 3
                                                                                                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                            • Short Answer
                                                                                                                                                            • Longer Answer A lot has happened since September
                                                                                                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                            • Consumer confidence rebounded strongly in November
                                                                                                                                                            • 2 Online shopping around the election was depressed
                                                                                                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                            • hellip But in-store retail sales still fell
                                                                                                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                            • Slide Number 20
                                                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                            • Slide Number 30
                                                                                                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                            • Slide Number 35
                                                                                                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                            • Mobile performance was up across the board
                                                                                                                                                            • Slide Number 43
                                                                                                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                            • Slide Number 47
                                                                                                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                            • Recap
                                                                                                                                                            • Slide Number 53
                                                                                                                                                            • Slide Number 54
                                                                                                                                                            • Slide Number 55
                                                                                                                                                            • Slide Number 56
                                                                                                                                                            • Slide Number 57
                                                                                                                                                            • Slide Number 58
                                                                                                                                                            • Slide Number 59

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Shoes were one of the fastest growing subcategories for online purchases

                                                                                                                                                              53 year-over-year increase in online purchases of shoes

                                                                                                                                                              Source comScore Dec 2016

                                                                                                                                                              eMwebinar

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                              1 Hatchimals

                                                                                                                                                              2 Nintendo

                                                                                                                                                              3 Shopkins

                                                                                                                                                              4 Lego

                                                                                                                                                              5 Paw Patrol

                                                                                                                                                              6 NES Classic Edition

                                                                                                                                                              7 PokeacutemonPokeacutemon cards

                                                                                                                                                              8 Barbie

                                                                                                                                                              9 Our Generation

                                                                                                                                                              10 Xbox One

                                                                                                                                                              Source Hooklogic

                                                                                                                                                              eMwebinar

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Expectations for the Rest of the Season

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Impact of competitive discounting on holiday ecommerce

                                                                                                                                                              SalesTrafficMargins

                                                                                                                                                              eMwebinar

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                              9 of shoppers had completed their shopping by the start

                                                                                                                                                              of Cyber Monday down from 11 in 2015

                                                                                                                                                              23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                              up from 19 in 2015

                                                                                                                                                              Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                              eMwebinar

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                              eMwebinar

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                              eMwebinar

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Recap

                                                                                                                                                              Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                              and a 33 gain for total retail sales looks to be on target

                                                                                                                                                              Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                              Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                              Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                              eMwebinar

                                                                                                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                              - Max Levchin Founder

                                                                                                                                                              54

                                                                                                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                              $1500M ODERN COUCH

                                                                                                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                              $51671mo for 3 months

                                                                                                                                                              $26477mo for 6 months

                                                                                                                                                              $13892mo for 12 months

                                                                                                                                                              55

                                                                                                                                                              Affirm builds trust through transparency

                                                                                                                                                              Modern financing delivers results for retailers

                                                                                                                                                              Source Affirm Merchant Case Study March 2016

                                                                                                                                                              57

                                                                                                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                              $2000+ bikes for full price ldquo

                                                                                                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                              - Graham Stanton President and co-founder of Peloton

                                                                                                                                                              aff i rmcombusiness

                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                              QampA Session

                                                                                                                                                              Made possible by

                                                                                                                                                              You will receive an email tomorrow with a link to view the

                                                                                                                                                              deck and webinar recording

                                                                                                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                              Yory Wurmser

                                                                                                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                              Recap

                                                                                                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                              Performance Marketing in Retail

                                                                                                                                                              • Slide Number 1
                                                                                                                                                              • Agenda
                                                                                                                                                              • Slide Number 3
                                                                                                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                              • Short Answer
                                                                                                                                                              • Longer Answer A lot has happened since September
                                                                                                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                              • Consumer confidence rebounded strongly in November
                                                                                                                                                              • 2 Online shopping around the election was depressed
                                                                                                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                              • hellip But in-store retail sales still fell
                                                                                                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                              • Slide Number 20
                                                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                              • Slide Number 30
                                                                                                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                              • Slide Number 35
                                                                                                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                              • Mobile performance was up across the board
                                                                                                                                                              • Slide Number 43
                                                                                                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                              • Slide Number 47
                                                                                                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                              • Recap
                                                                                                                                                              • Slide Number 53
                                                                                                                                                              • Slide Number 54
                                                                                                                                                              • Slide Number 55
                                                                                                                                                              • Slide Number 56
                                                                                                                                                              • Slide Number 57
                                                                                                                                                              • Slide Number 58
                                                                                                                                                              • Slide Number 59

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Top 10 toy searches on Hooklogic retailer sites

                                                                                                                                                                1 Hatchimals

                                                                                                                                                                2 Nintendo

                                                                                                                                                                3 Shopkins

                                                                                                                                                                4 Lego

                                                                                                                                                                5 Paw Patrol

                                                                                                                                                                6 NES Classic Edition

                                                                                                                                                                7 PokeacutemonPokeacutemon cards

                                                                                                                                                                8 Barbie

                                                                                                                                                                9 Our Generation

                                                                                                                                                                10 Xbox One

                                                                                                                                                                Source Hooklogic

                                                                                                                                                                eMwebinar

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Expectations for the Rest of the Season

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Impact of competitive discounting on holiday ecommerce

                                                                                                                                                                SalesTrafficMargins

                                                                                                                                                                eMwebinar

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                                9 of shoppers had completed their shopping by the start

                                                                                                                                                                of Cyber Monday down from 11 in 2015

                                                                                                                                                                23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                                up from 19 in 2015

                                                                                                                                                                Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                                eMwebinar

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                                eMwebinar

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                                eMwebinar

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Recap

                                                                                                                                                                Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                eMwebinar

                                                                                                                                                                MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                - Max Levchin Founder

                                                                                                                                                                54

                                                                                                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                $1500M ODERN COUCH

                                                                                                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                $51671mo for 3 months

                                                                                                                                                                $26477mo for 6 months

                                                                                                                                                                $13892mo for 12 months

                                                                                                                                                                55

                                                                                                                                                                Affirm builds trust through transparency

                                                                                                                                                                Modern financing delivers results for retailers

                                                                                                                                                                Source Affirm Merchant Case Study March 2016

                                                                                                                                                                57

                                                                                                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                $2000+ bikes for full price ldquo

                                                                                                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                aff i rmcombusiness

                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                QampA Session

                                                                                                                                                                Made possible by

                                                                                                                                                                You will receive an email tomorrow with a link to view the

                                                                                                                                                                deck and webinar recording

                                                                                                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                Yory Wurmser

                                                                                                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                Recap

                                                                                                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                Performance Marketing in Retail

                                                                                                                                                                • Slide Number 1
                                                                                                                                                                • Agenda
                                                                                                                                                                • Slide Number 3
                                                                                                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                • Short Answer
                                                                                                                                                                • Longer Answer A lot has happened since September
                                                                                                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                • Consumer confidence rebounded strongly in November
                                                                                                                                                                • 2 Online shopping around the election was depressed
                                                                                                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                • hellip But in-store retail sales still fell
                                                                                                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                • Slide Number 20
                                                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                • Slide Number 30
                                                                                                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                • Slide Number 35
                                                                                                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                • Mobile performance was up across the board
                                                                                                                                                                • Slide Number 43
                                                                                                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                • Slide Number 47
                                                                                                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                • Recap
                                                                                                                                                                • Slide Number 53
                                                                                                                                                                • Slide Number 54
                                                                                                                                                                • Slide Number 55
                                                                                                                                                                • Slide Number 56
                                                                                                                                                                • Slide Number 57
                                                                                                                                                                • Slide Number 58
                                                                                                                                                                • Slide Number 59

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Expectations for the Rest of the Season

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Impact of competitive discounting on holiday ecommerce

                                                                                                                                                                  SalesTrafficMargins

                                                                                                                                                                  eMwebinar

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                                  9 of shoppers had completed their shopping by the start

                                                                                                                                                                  of Cyber Monday down from 11 in 2015

                                                                                                                                                                  23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                                  up from 19 in 2015

                                                                                                                                                                  Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                                  eMwebinar

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                                  eMwebinar

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                                  eMwebinar

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Recap

                                                                                                                                                                  Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                  and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                  Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                  Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                  Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                  eMwebinar

                                                                                                                                                                  MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                  - Max Levchin Founder

                                                                                                                                                                  54

                                                                                                                                                                  ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                  The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                  Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                  $1500M ODERN COUCH

                                                                                                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                  $51671mo for 3 months

                                                                                                                                                                  $26477mo for 6 months

                                                                                                                                                                  $13892mo for 12 months

                                                                                                                                                                  55

                                                                                                                                                                  Affirm builds trust through transparency

                                                                                                                                                                  Modern financing delivers results for retailers

                                                                                                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                                                                                                  57

                                                                                                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                  $2000+ bikes for full price ldquo

                                                                                                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                  aff i rmcombusiness

                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                  QampA Session

                                                                                                                                                                  Made possible by

                                                                                                                                                                  You will receive an email tomorrow with a link to view the

                                                                                                                                                                  deck and webinar recording

                                                                                                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                  Yory Wurmser

                                                                                                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                  Recap

                                                                                                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                  Performance Marketing in Retail

                                                                                                                                                                  • Slide Number 1
                                                                                                                                                                  • Agenda
                                                                                                                                                                  • Slide Number 3
                                                                                                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                  • Short Answer
                                                                                                                                                                  • Longer Answer A lot has happened since September
                                                                                                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                  • Consumer confidence rebounded strongly in November
                                                                                                                                                                  • 2 Online shopping around the election was depressed
                                                                                                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                  • hellip But in-store retail sales still fell
                                                                                                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                  • Slide Number 20
                                                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                  • Slide Number 30
                                                                                                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                  • Slide Number 35
                                                                                                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                  • Mobile performance was up across the board
                                                                                                                                                                  • Slide Number 43
                                                                                                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                  • Slide Number 47
                                                                                                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                  • Recap
                                                                                                                                                                  • Slide Number 53
                                                                                                                                                                  • Slide Number 54
                                                                                                                                                                  • Slide Number 55
                                                                                                                                                                  • Slide Number 56
                                                                                                                                                                  • Slide Number 57
                                                                                                                                                                  • Slide Number 58
                                                                                                                                                                  • Slide Number 59

                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                    Impact of competitive discounting on holiday ecommerce

                                                                                                                                                                    SalesTrafficMargins

                                                                                                                                                                    eMwebinar

                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                    Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                                    9 of shoppers had completed their shopping by the start

                                                                                                                                                                    of Cyber Monday down from 11 in 2015

                                                                                                                                                                    23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                                    up from 19 in 2015

                                                                                                                                                                    Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                                    eMwebinar

                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                    Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                                    eMwebinar

                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                    Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                                    eMwebinar

                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                    Recap

                                                                                                                                                                    Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                    and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                    Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                    Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                    Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                    eMwebinar

                                                                                                                                                                    MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                    - Max Levchin Founder

                                                                                                                                                                    54

                                                                                                                                                                    ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                    The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                    Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                    Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                    are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                    $1500M ODERN COUCH

                                                                                                                                                                    MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                    $51671mo for 3 months

                                                                                                                                                                    $26477mo for 6 months

                                                                                                                                                                    $13892mo for 12 months

                                                                                                                                                                    55

                                                                                                                                                                    Affirm builds trust through transparency

                                                                                                                                                                    Modern financing delivers results for retailers

                                                                                                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                                                                                                    57

                                                                                                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                    $2000+ bikes for full price ldquo

                                                                                                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                    aff i rmcombusiness

                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                    QampA Session

                                                                                                                                                                    Made possible by

                                                                                                                                                                    You will receive an email tomorrow with a link to view the

                                                                                                                                                                    deck and webinar recording

                                                                                                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                    Yory Wurmser

                                                                                                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                    Recap

                                                                                                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                    Performance Marketing in Retail

                                                                                                                                                                    • Slide Number 1
                                                                                                                                                                    • Agenda
                                                                                                                                                                    • Slide Number 3
                                                                                                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                    • Short Answer
                                                                                                                                                                    • Longer Answer A lot has happened since September
                                                                                                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                    • Consumer confidence rebounded strongly in November
                                                                                                                                                                    • 2 Online shopping around the election was depressed
                                                                                                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                    • hellip But in-store retail sales still fell
                                                                                                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                    • Slide Number 20
                                                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                    • Slide Number 30
                                                                                                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                    • Slide Number 35
                                                                                                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                    • Mobile performance was up across the board
                                                                                                                                                                    • Slide Number 43
                                                                                                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                    • Slide Number 47
                                                                                                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                    • Recap
                                                                                                                                                                    • Slide Number 53
                                                                                                                                                                    • Slide Number 54
                                                                                                                                                                    • Slide Number 55
                                                                                                                                                                    • Slide Number 56
                                                                                                                                                                    • Slide Number 57
                                                                                                                                                                    • Slide Number 58
                                                                                                                                                                    • Slide Number 59

                                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                                      Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015

                                                                                                                                                                      9 of shoppers had completed their shopping by the start

                                                                                                                                                                      of Cyber Monday down from 11 in 2015

                                                                                                                                                                      23 hadnrsquot started shopping by the start of Cyber Monday

                                                                                                                                                                      up from 19 in 2015

                                                                                                                                                                      Source National Retail Federation and Prosper Analytics Nov 2016

                                                                                                                                                                      eMwebinar

                                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                                      Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                                      eMwebinar

                                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                                      Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                                      eMwebinar

                                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                                      Recap

                                                                                                                                                                      Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                      and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                      Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                      Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                      Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                      eMwebinar

                                                                                                                                                                      MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                      - Max Levchin Founder

                                                                                                                                                                      54

                                                                                                                                                                      ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                      The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                      Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                      Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                      are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                      $1500M ODERN COUCH

                                                                                                                                                                      MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                      $51671mo for 3 months

                                                                                                                                                                      $26477mo for 6 months

                                                                                                                                                                      $13892mo for 12 months

                                                                                                                                                                      55

                                                                                                                                                                      Affirm builds trust through transparency

                                                                                                                                                                      Modern financing delivers results for retailers

                                                                                                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                                                                                                      57

                                                                                                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                      $2000+ bikes for full price ldquo

                                                                                                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                      aff i rmcombusiness

                                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                      QampA Session

                                                                                                                                                                      Made possible by

                                                                                                                                                                      You will receive an email tomorrow with a link to view the

                                                                                                                                                                      deck and webinar recording

                                                                                                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                      Yory Wurmser

                                                                                                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                      Recap

                                                                                                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                      Performance Marketing in Retail

                                                                                                                                                                      • Slide Number 1
                                                                                                                                                                      • Agenda
                                                                                                                                                                      • Slide Number 3
                                                                                                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                      • Short Answer
                                                                                                                                                                      • Longer Answer A lot has happened since September
                                                                                                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                      • Consumer confidence rebounded strongly in November
                                                                                                                                                                      • 2 Online shopping around the election was depressed
                                                                                                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                      • hellip But in-store retail sales still fell
                                                                                                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                      • Slide Number 20
                                                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                      • Slide Number 30
                                                                                                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                      • Slide Number 35
                                                                                                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                      • Mobile performance was up across the board
                                                                                                                                                                      • Slide Number 43
                                                                                                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                      • Slide Number 47
                                                                                                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                      • Recap
                                                                                                                                                                      • Slide Number 53
                                                                                                                                                                      • Slide Number 54
                                                                                                                                                                      • Slide Number 55
                                                                                                                                                                      • Slide Number 56
                                                                                                                                                                      • Slide Number 57
                                                                                                                                                                      • Slide Number 58
                                                                                                                                                                      • Slide Number 59

                                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                                        Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December

                                                                                                                                                                        eMwebinar

                                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                                        Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                                        eMwebinar

                                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                                        Recap

                                                                                                                                                                        Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                        and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                        Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                        Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                        Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                        eMwebinar

                                                                                                                                                                        MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                        - Max Levchin Founder

                                                                                                                                                                        54

                                                                                                                                                                        ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                        The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                        Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                        Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                        are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                        $1500M ODERN COUCH

                                                                                                                                                                        MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                        $51671mo for 3 months

                                                                                                                                                                        $26477mo for 6 months

                                                                                                                                                                        $13892mo for 12 months

                                                                                                                                                                        55

                                                                                                                                                                        Affirm builds trust through transparency

                                                                                                                                                                        Modern financing delivers results for retailers

                                                                                                                                                                        Source Affirm Merchant Case Study March 2016

                                                                                                                                                                        57

                                                                                                                                                                        ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                        are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                        $2000+ bikes for full price ldquo

                                                                                                                                                                        2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                        - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                        aff i rmcombusiness

                                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                        QampA Session

                                                                                                                                                                        Made possible by

                                                                                                                                                                        You will receive an email tomorrow with a link to view the

                                                                                                                                                                        deck and webinar recording

                                                                                                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                        Yory Wurmser

                                                                                                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                        Recap

                                                                                                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                        Performance Marketing in Retail

                                                                                                                                                                        • Slide Number 1
                                                                                                                                                                        • Agenda
                                                                                                                                                                        • Slide Number 3
                                                                                                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                        • Short Answer
                                                                                                                                                                        • Longer Answer A lot has happened since September
                                                                                                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                        • Consumer confidence rebounded strongly in November
                                                                                                                                                                        • 2 Online shopping around the election was depressed
                                                                                                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                        • hellip But in-store retail sales still fell
                                                                                                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                        • Slide Number 20
                                                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                        • Slide Number 30
                                                                                                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                        • Slide Number 35
                                                                                                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                        • Mobile performance was up across the board
                                                                                                                                                                        • Slide Number 43
                                                                                                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                        • Slide Number 47
                                                                                                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                        • Recap
                                                                                                                                                                        • Slide Number 53
                                                                                                                                                                        • Slide Number 54
                                                                                                                                                                        • Slide Number 55
                                                                                                                                                                        • Slide Number 56
                                                                                                                                                                        • Slide Number 57
                                                                                                                                                                        • Slide Number 58
                                                                                                                                                                        • Slide Number 59

                                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                                          Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015

                                                                                                                                                                          eMwebinar

                                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                                          Recap

                                                                                                                                                                          Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                          and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                          Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                          Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                          Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                          eMwebinar

                                                                                                                                                                          MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                          - Max Levchin Founder

                                                                                                                                                                          54

                                                                                                                                                                          ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                          The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                          Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                          Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                          are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                          $1500M ODERN COUCH

                                                                                                                                                                          MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                          $51671mo for 3 months

                                                                                                                                                                          $26477mo for 6 months

                                                                                                                                                                          $13892mo for 12 months

                                                                                                                                                                          55

                                                                                                                                                                          Affirm builds trust through transparency

                                                                                                                                                                          Modern financing delivers results for retailers

                                                                                                                                                                          Source Affirm Merchant Case Study March 2016

                                                                                                                                                                          57

                                                                                                                                                                          ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                          are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                          $2000+ bikes for full price ldquo

                                                                                                                                                                          2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                          - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                          aff i rmcombusiness

                                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                          QampA Session

                                                                                                                                                                          Made possible by

                                                                                                                                                                          You will receive an email tomorrow with a link to view the

                                                                                                                                                                          deck and webinar recording

                                                                                                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                          Yory Wurmser

                                                                                                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                          Recap

                                                                                                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                          Performance Marketing in Retail

                                                                                                                                                                          • Slide Number 1
                                                                                                                                                                          • Agenda
                                                                                                                                                                          • Slide Number 3
                                                                                                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                          • Short Answer
                                                                                                                                                                          • Longer Answer A lot has happened since September
                                                                                                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                          • Consumer confidence rebounded strongly in November
                                                                                                                                                                          • 2 Online shopping around the election was depressed
                                                                                                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                          • hellip But in-store retail sales still fell
                                                                                                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                          • Slide Number 20
                                                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                          • Slide Number 30
                                                                                                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                          • Slide Number 35
                                                                                                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                          • Mobile performance was up across the board
                                                                                                                                                                          • Slide Number 43
                                                                                                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                          • Slide Number 47
                                                                                                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                          • Recap
                                                                                                                                                                          • Slide Number 53
                                                                                                                                                                          • Slide Number 54
                                                                                                                                                                          • Slide Number 55
                                                                                                                                                                          • Slide Number 56
                                                                                                                                                                          • Slide Number 57
                                                                                                                                                                          • Slide Number 58
                                                                                                                                                                          • Slide Number 59

                                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                                            Recap

                                                                                                                                                                            Our mid-season assessments are Growth Our forecast for 172 growth of ecommerce sales

                                                                                                                                                                            and a 33 gain for total retail sales looks to be on target

                                                                                                                                                                            Rest of season A fierce counterattack by retailers is limiting Amazonrsquos growth in market share but hurting margins for retailers overallmdashand will continue to do so

                                                                                                                                                                            Mobile As expected mcommerce continues to grow rapidly

                                                                                                                                                                            Thanksgiving Thanksgiving Weekend shopping is expanding beyond Thanksgiving Day Black Friday and Cyber Monday

                                                                                                                                                                            eMwebinar

                                                                                                                                                                            MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                            - Max Levchin Founder

                                                                                                                                                                            54

                                                                                                                                                                            ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                            The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                            Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                            Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                            are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                            $1500M ODERN COUCH

                                                                                                                                                                            MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                            $51671mo for 3 months

                                                                                                                                                                            $26477mo for 6 months

                                                                                                                                                                            $13892mo for 12 months

                                                                                                                                                                            55

                                                                                                                                                                            Affirm builds trust through transparency

                                                                                                                                                                            Modern financing delivers results for retailers

                                                                                                                                                                            Source Affirm Merchant Case Study March 2016

                                                                                                                                                                            57

                                                                                                                                                                            ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                            are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                            $2000+ bikes for full price ldquo

                                                                                                                                                                            2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                            - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                            aff i rmcombusiness

                                                                                                                                                                            copy 2016 eMarketer Inc

                                                                                                                                                                            Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                            Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                            QampA Session

                                                                                                                                                                            Made possible by

                                                                                                                                                                            You will receive an email tomorrow with a link to view the

                                                                                                                                                                            deck and webinar recording

                                                                                                                                                                            To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                            Yory Wurmser

                                                                                                                                                                            Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                            Recap

                                                                                                                                                                            Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                            US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                            US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                            Performance Marketing in Retail

                                                                                                                                                                            • Slide Number 1
                                                                                                                                                                            • Agenda
                                                                                                                                                                            • Slide Number 3
                                                                                                                                                                            • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                            • Short Answer
                                                                                                                                                                            • Longer Answer A lot has happened since September
                                                                                                                                                                            • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                            • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                            • Consumer confidence rebounded strongly in November
                                                                                                                                                                            • 2 Online shopping around the election was depressed
                                                                                                                                                                            • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                            • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                            • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                            • hellip But in-store retail sales still fell
                                                                                                                                                                            • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                            • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                            • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                            • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                            • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                            • Slide Number 20
                                                                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                            • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                            • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                            • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                            • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                            • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                            • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                            • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                            • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                            • Slide Number 30
                                                                                                                                                                            • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                            • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                            • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                            • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                            • Slide Number 35
                                                                                                                                                                            • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                            • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                            • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                            • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                            • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                            • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                            • Mobile performance was up across the board
                                                                                                                                                                            • Slide Number 43
                                                                                                                                                                            • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                            • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                            • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                            • Slide Number 47
                                                                                                                                                                            • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                            • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                            • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                            • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                            • Recap
                                                                                                                                                                            • Slide Number 53
                                                                                                                                                                            • Slide Number 54
                                                                                                                                                                            • Slide Number 55
                                                                                                                                                                            • Slide Number 56
                                                                                                                                                                            • Slide Number 57
                                                                                                                                                                            • Slide Number 58
                                                                                                                                                                            • Slide Number 59

                                                                                                                                                                              MODERN CONSUMER FINANCING2016 Black Fr iday | Cyber Monday Results

                                                                                                                                                                              - Max Levchin Founder

                                                                                                                                                                              54

                                                                                                                                                                              ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                              The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                              Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                              Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                              are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                              $1500M ODERN COUCH

                                                                                                                                                                              MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                              $51671mo for 3 months

                                                                                                                                                                              $26477mo for 6 months

                                                                                                                                                                              $13892mo for 12 months

                                                                                                                                                                              55

                                                                                                                                                                              Affirm builds trust through transparency

                                                                                                                                                                              Modern financing delivers results for retailers

                                                                                                                                                                              Source Affirm Merchant Case Study March 2016

                                                                                                                                                                              57

                                                                                                                                                                              ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                              are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                              $2000+ bikes for full price ldquo

                                                                                                                                                                              2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                              - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                              aff i rmcombusiness

                                                                                                                                                                              copy 2016 eMarketer Inc

                                                                                                                                                                              Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                              Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                              QampA Session

                                                                                                                                                                              Made possible by

                                                                                                                                                                              You will receive an email tomorrow with a link to view the

                                                                                                                                                                              deck and webinar recording

                                                                                                                                                                              To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                              Yory Wurmser

                                                                                                                                                                              Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                              Recap

                                                                                                                                                                              Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                              US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                              US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                              Performance Marketing in Retail

                                                                                                                                                                              • Slide Number 1
                                                                                                                                                                              • Agenda
                                                                                                                                                                              • Slide Number 3
                                                                                                                                                                              • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                              • Short Answer
                                                                                                                                                                              • Longer Answer A lot has happened since September
                                                                                                                                                                              • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                              • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                              • Consumer confidence rebounded strongly in November
                                                                                                                                                                              • 2 Online shopping around the election was depressed
                                                                                                                                                                              • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                              • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                              • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                              • hellip But in-store retail sales still fell
                                                                                                                                                                              • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                              • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                              • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                              • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                              • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                              • Slide Number 20
                                                                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                              • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                              • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                              • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                              • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                              • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                              • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                              • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                              • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                              • Slide Number 30
                                                                                                                                                                              • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                              • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                              • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                              • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                              • Slide Number 35
                                                                                                                                                                              • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                              • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                              • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                              • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                              • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                              • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                              • Mobile performance was up across the board
                                                                                                                                                                              • Slide Number 43
                                                                                                                                                                              • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                              • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                              • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                              • Slide Number 47
                                                                                                                                                                              • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                              • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                              • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                              • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                              • Recap
                                                                                                                                                                              • Slide Number 53
                                                                                                                                                                              • Slide Number 54
                                                                                                                                                                              • Slide Number 55
                                                                                                                                                                              • Slide Number 56
                                                                                                                                                                              • Slide Number 57
                                                                                                                                                                              • Slide Number 58
                                                                                                                                                                              • Slide Number 59

                                                                                                                                                                                - Max Levchin Founder

                                                                                                                                                                                54

                                                                                                                                                                                ldquoOur first goal is to bring simplicity transparency and fair pricing to consumer credit

                                                                                                                                                                                The unintended consequence is the incredible impact wersquove had on retailersrdquo

                                                                                                                                                                                Hottest Startups of 2015 Worldrsquos Most Innovative Companies of 2016

                                                                                                                                                                                Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                                are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                                $1500M ODERN COUCH

                                                                                                                                                                                MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                                $51671mo for 3 months

                                                                                                                                                                                $26477mo for 6 months

                                                                                                                                                                                $13892mo for 12 months

                                                                                                                                                                                55

                                                                                                                                                                                Affirm builds trust through transparency

                                                                                                                                                                                Modern financing delivers results for retailers

                                                                                                                                                                                Source Affirm Merchant Case Study March 2016

                                                                                                                                                                                57

                                                                                                                                                                                ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                                are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                                $2000+ bikes for full price ldquo

                                                                                                                                                                                2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                                - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                                aff i rmcombusiness

                                                                                                                                                                                copy 2016 eMarketer Inc

                                                                                                                                                                                Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                                Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                                QampA Session

                                                                                                                                                                                Made possible by

                                                                                                                                                                                You will receive an email tomorrow with a link to view the

                                                                                                                                                                                deck and webinar recording

                                                                                                                                                                                To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                                Yory Wurmser

                                                                                                                                                                                Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                                Recap

                                                                                                                                                                                Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                                US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                                US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                                Performance Marketing in Retail

                                                                                                                                                                                • Slide Number 1
                                                                                                                                                                                • Agenda
                                                                                                                                                                                • Slide Number 3
                                                                                                                                                                                • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                                • Short Answer
                                                                                                                                                                                • Longer Answer A lot has happened since September
                                                                                                                                                                                • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                                • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                                • Consumer confidence rebounded strongly in November
                                                                                                                                                                                • 2 Online shopping around the election was depressed
                                                                                                                                                                                • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                                • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                                • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                                • hellip But in-store retail sales still fell
                                                                                                                                                                                • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                                • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                                • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                                • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                                • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                                • Slide Number 20
                                                                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                                • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                                • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                                • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                                • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                                • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                                • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                                • Slide Number 30
                                                                                                                                                                                • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                                • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                                • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                                • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                                • Slide Number 35
                                                                                                                                                                                • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                                • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                                • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                                • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                                • Mobile performance was up across the board
                                                                                                                                                                                • Slide Number 43
                                                                                                                                                                                • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                                • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                                • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                                • Slide Number 47
                                                                                                                                                                                • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                                • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                                • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                                • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                                • Recap
                                                                                                                                                                                • Slide Number 53
                                                                                                                                                                                • Slide Number 54
                                                                                                                                                                                • Slide Number 55
                                                                                                                                                                                • Slide Number 56
                                                                                                                                                                                • Slide Number 57
                                                                                                                                                                                • Slide Number 58
                                                                                                                                                                                • Slide Number 59

                                                                                                                                                                                  Affirm gives shoppers flexibility to pay in 3 6 or 12 month installments And shows exactly how much their purchase will cost ndash with no fees or hidden costs So they

                                                                                                                                                                                  are empowered to buy what works for them - leading to higher conversions

                                                                                                                                                                                  $1500M ODERN COUCH

                                                                                                                                                                                  MONTHLY PAYMENTS AS LOW AS

                                                                                                                                                                                  $51671mo for 3 months

                                                                                                                                                                                  $26477mo for 6 months

                                                                                                                                                                                  $13892mo for 12 months

                                                                                                                                                                                  55

                                                                                                                                                                                  Affirm builds trust through transparency

                                                                                                                                                                                  Modern financing delivers results for retailers

                                                                                                                                                                                  Source Affirm Merchant Case Study March 2016

                                                                                                                                                                                  57

                                                                                                                                                                                  ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                                  are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                                  $2000+ bikes for full price ldquo

                                                                                                                                                                                  2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                                  - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                                  aff i rmcombusiness

                                                                                                                                                                                  copy 2016 eMarketer Inc

                                                                                                                                                                                  Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                                  Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                                  QampA Session

                                                                                                                                                                                  Made possible by

                                                                                                                                                                                  You will receive an email tomorrow with a link to view the

                                                                                                                                                                                  deck and webinar recording

                                                                                                                                                                                  To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                                  Yory Wurmser

                                                                                                                                                                                  Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                                  Recap

                                                                                                                                                                                  Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                                  US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                                  US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                                  Performance Marketing in Retail

                                                                                                                                                                                  • Slide Number 1
                                                                                                                                                                                  • Agenda
                                                                                                                                                                                  • Slide Number 3
                                                                                                                                                                                  • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                                  • Short Answer
                                                                                                                                                                                  • Longer Answer A lot has happened since September
                                                                                                                                                                                  • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                                  • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                                  • Consumer confidence rebounded strongly in November
                                                                                                                                                                                  • 2 Online shopping around the election was depressed
                                                                                                                                                                                  • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                                  • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                                  • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                                  • hellip But in-store retail sales still fell
                                                                                                                                                                                  • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                                  • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                                  • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                                  • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                                  • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                                  • Slide Number 20
                                                                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                  • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                                  • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                  • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                                  • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                                  • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                                  • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                                  • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                                  • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                                  • Slide Number 30
                                                                                                                                                                                  • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                                  • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                                  • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                                  • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                                  • Slide Number 35
                                                                                                                                                                                  • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                                  • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                                  • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                  • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                                  • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                  • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                                  • Mobile performance was up across the board
                                                                                                                                                                                  • Slide Number 43
                                                                                                                                                                                  • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                                  • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                                  • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                                  • Slide Number 47
                                                                                                                                                                                  • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                                  • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                                  • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                                  • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                                  • Recap
                                                                                                                                                                                  • Slide Number 53
                                                                                                                                                                                  • Slide Number 54
                                                                                                                                                                                  • Slide Number 55
                                                                                                                                                                                  • Slide Number 56
                                                                                                                                                                                  • Slide Number 57
                                                                                                                                                                                  • Slide Number 58
                                                                                                                                                                                  • Slide Number 59

                                                                                                                                                                                    Modern financing delivers results for retailers

                                                                                                                                                                                    Source Affirm Merchant Case Study March 2016

                                                                                                                                                                                    57

                                                                                                                                                                                    ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                                    are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                                    $2000+ bikes for full price ldquo

                                                                                                                                                                                    2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                                    - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                                    aff i rmcombusiness

                                                                                                                                                                                    copy 2016 eMarketer Inc

                                                                                                                                                                                    Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                                    Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                                    QampA Session

                                                                                                                                                                                    Made possible by

                                                                                                                                                                                    You will receive an email tomorrow with a link to view the

                                                                                                                                                                                    deck and webinar recording

                                                                                                                                                                                    To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                                    Yory Wurmser

                                                                                                                                                                                    Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                                    Recap

                                                                                                                                                                                    Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                                    US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                                    US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                                    Performance Marketing in Retail

                                                                                                                                                                                    • Slide Number 1
                                                                                                                                                                                    • Agenda
                                                                                                                                                                                    • Slide Number 3
                                                                                                                                                                                    • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                                    • Short Answer
                                                                                                                                                                                    • Longer Answer A lot has happened since September
                                                                                                                                                                                    • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                                    • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                                    • Consumer confidence rebounded strongly in November
                                                                                                                                                                                    • 2 Online shopping around the election was depressed
                                                                                                                                                                                    • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                                    • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                                    • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                                    • hellip But in-store retail sales still fell
                                                                                                                                                                                    • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                                    • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                                    • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                                    • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                                    • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                                    • Slide Number 20
                                                                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                    • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                                    • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                    • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                                    • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                                    • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                                    • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                                    • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                                    • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                                    • Slide Number 30
                                                                                                                                                                                    • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                                    • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                                    • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                                    • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                                    • Slide Number 35
                                                                                                                                                                                    • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                                    • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                                    • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                    • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                                    • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                    • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                                    • Mobile performance was up across the board
                                                                                                                                                                                    • Slide Number 43
                                                                                                                                                                                    • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                                    • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                                    • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                                    • Slide Number 47
                                                                                                                                                                                    • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                                    • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                                    • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                                    • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                                    • Recap
                                                                                                                                                                                    • Slide Number 53
                                                                                                                                                                                    • Slide Number 54
                                                                                                                                                                                    • Slide Number 55
                                                                                                                                                                                    • Slide Number 56
                                                                                                                                                                                    • Slide Number 57
                                                                                                                                                                                    • Slide Number 58
                                                                                                                                                                                    • Slide Number 59

                                                                                                                                                                                      Source Affirm Merchant Case Study March 2016

                                                                                                                                                                                      57

                                                                                                                                                                                      ldquoThanksgiving weekend was another great example of how Affirm continues to help us grow the Peloton business We achieved record sales during a time when shoppers

                                                                                                                                                                                      are typically in pursuit of big sales and slashed prices however we sold our

                                                                                                                                                                                      $2000+ bikes for full price ldquo

                                                                                                                                                                                      2016 Affirm Holiday Shopping Report December 2016

                                                                                                                                                                                      - Graham Stanton President and co-founder of Peloton

                                                                                                                                                                                      aff i rmcombusiness

                                                                                                                                                                                      copy 2016 eMarketer Inc

                                                                                                                                                                                      Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                                      Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                                      QampA Session

                                                                                                                                                                                      Made possible by

                                                                                                                                                                                      You will receive an email tomorrow with a link to view the

                                                                                                                                                                                      deck and webinar recording

                                                                                                                                                                                      To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                                      Yory Wurmser

                                                                                                                                                                                      Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                                      Recap

                                                                                                                                                                                      Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                                      US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                                      US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                                      Performance Marketing in Retail

                                                                                                                                                                                      • Slide Number 1
                                                                                                                                                                                      • Agenda
                                                                                                                                                                                      • Slide Number 3
                                                                                                                                                                                      • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                                      • Short Answer
                                                                                                                                                                                      • Longer Answer A lot has happened since September
                                                                                                                                                                                      • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                                      • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                                      • Consumer confidence rebounded strongly in November
                                                                                                                                                                                      • 2 Online shopping around the election was depressed
                                                                                                                                                                                      • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                                      • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                                      • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                                      • hellip But in-store retail sales still fell
                                                                                                                                                                                      • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                                      • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                                      • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                                      • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                                      • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                                      • Slide Number 20
                                                                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                      • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                                      • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                      • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                                      • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                                      • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                                      • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                                      • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                                      • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                                      • Slide Number 30
                                                                                                                                                                                      • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                                      • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                                      • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                                      • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                                      • Slide Number 35
                                                                                                                                                                                      • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                                      • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                                      • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                      • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                                      • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                      • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                                      • Mobile performance was up across the board
                                                                                                                                                                                      • Slide Number 43
                                                                                                                                                                                      • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                                      • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                                      • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                                      • Slide Number 47
                                                                                                                                                                                      • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                                      • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                                      • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                                      • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                                      • Recap
                                                                                                                                                                                      • Slide Number 53
                                                                                                                                                                                      • Slide Number 54
                                                                                                                                                                                      • Slide Number 55
                                                                                                                                                                                      • Slide Number 56
                                                                                                                                                                                      • Slide Number 57
                                                                                                                                                                                      • Slide Number 58
                                                                                                                                                                                      • Slide Number 59

                                                                                                                                                                                        aff i rmcombusiness

                                                                                                                                                                                        copy 2016 eMarketer Inc

                                                                                                                                                                                        Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                                        Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                                        QampA Session

                                                                                                                                                                                        Made possible by

                                                                                                                                                                                        You will receive an email tomorrow with a link to view the

                                                                                                                                                                                        deck and webinar recording

                                                                                                                                                                                        To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                                        Yory Wurmser

                                                                                                                                                                                        Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                                        Recap

                                                                                                                                                                                        Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                                        US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                                        US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                                        Performance Marketing in Retail

                                                                                                                                                                                        • Slide Number 1
                                                                                                                                                                                        • Agenda
                                                                                                                                                                                        • Slide Number 3
                                                                                                                                                                                        • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                                        • Short Answer
                                                                                                                                                                                        • Longer Answer A lot has happened since September
                                                                                                                                                                                        • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                                        • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                                        • Consumer confidence rebounded strongly in November
                                                                                                                                                                                        • 2 Online shopping around the election was depressed
                                                                                                                                                                                        • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                                        • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                                        • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                                        • hellip But in-store retail sales still fell
                                                                                                                                                                                        • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                                        • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                                        • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                                        • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                                        • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                                        • Slide Number 20
                                                                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                        • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                                        • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                        • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                                        • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                                        • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                                        • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                                        • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                                        • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                                        • Slide Number 30
                                                                                                                                                                                        • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                                        • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                                        • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                                        • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                                        • Slide Number 35
                                                                                                                                                                                        • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                                        • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                                        • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                        • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                                        • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                        • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                                        • Mobile performance was up across the board
                                                                                                                                                                                        • Slide Number 43
                                                                                                                                                                                        • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                                        • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                                        • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                                        • Slide Number 47
                                                                                                                                                                                        • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                                        • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                                        • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                                        • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                                        • Recap
                                                                                                                                                                                        • Slide Number 53
                                                                                                                                                                                        • Slide Number 54
                                                                                                                                                                                        • Slide Number 55
                                                                                                                                                                                        • Slide Number 56
                                                                                                                                                                                        • Slide Number 57
                                                                                                                                                                                        • Slide Number 58
                                                                                                                                                                                        • Slide Number 59

                                                                                                                                                                                          copy 2016 eMarketer Inc

                                                                                                                                                                                          Learn more about digital marketing with an eMarketer corporate subscription

                                                                                                                                                                                          Around 200 eMarketer reports are published each year Here are some recent reports you may be interested in

                                                                                                                                                                                          QampA Session

                                                                                                                                                                                          Made possible by

                                                                                                                                                                                          You will receive an email tomorrow with a link to view the

                                                                                                                                                                                          deck and webinar recording

                                                                                                                                                                                          To learn more wwwemarketercomproducts800-405-0844 or webinarsemarketercom

                                                                                                                                                                                          Yory Wurmser

                                                                                                                                                                                          Mid-Holiday Season Retail Update amp Post-Thanksgiving

                                                                                                                                                                                          Recap

                                                                                                                                                                                          Back-to-School Shopping Preview The Shift to Ecommerce Accelerates

                                                                                                                                                                                          US Mcommerce Update 2016 Behind the Rapid Growth

                                                                                                                                                                                          US Holiday Shopping Preview 2016 Absorbing the Lessons of 2016

                                                                                                                                                                                          Performance Marketing in Retail

                                                                                                                                                                                          • Slide Number 1
                                                                                                                                                                                          • Agenda
                                                                                                                                                                                          • Slide Number 3
                                                                                                                                                                                          • Overall retail sales growth will be moderate but ecommerce will rise rapidly this holiday season
                                                                                                                                                                                          • Short Answer
                                                                                                                                                                                          • Longer Answer A lot has happened since September
                                                                                                                                                                                          • 1 Economic performance since September Q3 economic figures were revised upward
                                                                                                                                                                                          • Preliminary October and November numbers also indicate a strong US economy
                                                                                                                                                                                          • Consumer confidence rebounded strongly in November
                                                                                                                                                                                          • 2 Online shopping around the election was depressed
                                                                                                                                                                                          • As a result of the election ecommerce growth in the first half of November came in low
                                                                                                                                                                                          • 3 Thanksgiving Weekend saw healthy gains in spending per shopper
                                                                                                                                                                                          • A steep fall in foot traffic in early 2015 moderated during the Thanksgiving Weekend
                                                                                                                                                                                          • hellip But in-store retail sales still fell
                                                                                                                                                                                          • Amazon Prime members are increasingly skipping Black Friday crowds
                                                                                                                                                                                          • Ecommerce shoppers outnumbered shoppers in physical stores during Thanksgiving Weekend
                                                                                                                                                                                          • Thanksgiving Weekend online sales went up sharply
                                                                                                                                                                                          • Only 19 of US smartphone users bought the majority of their purchases spontaneously
                                                                                                                                                                                          • Net effect eMarketerrsquos forecast for ecommerce sales growth and retail overall holds
                                                                                                                                                                                          • Slide Number 20
                                                                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                          • Amazon is becoming a leading product search engine for mobile shoppers
                                                                                                                                                                                          • Backstory Amazon has been laying waste to other retailers in ecommerce
                                                                                                                                                                                          • Retailers fought back this year with digital advertising and steeper discounts
                                                                                                                                                                                          • While digital spending went up total ad spending by big retailers went down
                                                                                                                                                                                          • Retailers also seem to be doing a better job with in-store pickup of online purchases
                                                                                                                                                                                          • Net promoter scores for online shoppers of omnichannel retailers went up in November
                                                                                                                                                                                          • Multichannel retailers gained share of desktop commerce on Thanksgiving and Black Friday
                                                                                                                                                                                          • The effect has been an at least temporary halt to Amazonrsquos growing share of ecommerce revenue
                                                                                                                                                                                          • Slide Number 30
                                                                                                                                                                                          • Added effect of retailersrsquo battle with Amazon Black Friday sales starting before Thanksgiving
                                                                                                                                                                                          • lsquoThanksgiving Eversquo is becoming a bigger event
                                                                                                                                                                                          • Deals also extend past Cyber Monday creating whatrsquos being called Cyber Week
                                                                                                                                                                                          • Although desktops lead on Cyber Monday shopping is no longer confined to the workplace
                                                                                                                                                                                          • Slide Number 35
                                                                                                                                                                                          • US retail mcommerce sales are expected to accelerate in 2016
                                                                                                                                                                                          • The largest part of mcommerce growth will come from purchases via smartphones
                                                                                                                                                                                          • Mcommerce sales saw strong growth between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                          • Mcommercersquos sales share peaked on Thanksgiving Day
                                                                                                                                                                                          • Mobile generated the majority of online visits between Thanksgiving Day and Cyber Monday
                                                                                                                                                                                          • The majority of mobile shopping visits on Cyber Monday came from apps
                                                                                                                                                                                          • Mobile performance was up across the board
                                                                                                                                                                                          • Slide Number 43
                                                                                                                                                                                          • Apparel was the leading category of online purchases over Thanksgiving Weekend
                                                                                                                                                                                          • Shoes were one of the fastest growing subcategories for online purchases
                                                                                                                                                                                          • Top 10 toy searches on Hooklogic retailer sites
                                                                                                                                                                                          • Slide Number 47
                                                                                                                                                                                          • Impact of competitive discounting on holiday ecommerce
                                                                                                                                                                                          • Fewer people in 2016 finished their shopping by the start of Cyber Monday than did so in 2015
                                                                                                                                                                                          • Nearly 75 of US internet users aspired to have completed their gift buying by sometime in early December
                                                                                                                                                                                          • Even so only 39 of US internet users had finished holiday shopping by mid-December in 2015
                                                                                                                                                                                          • Recap
                                                                                                                                                                                          • Slide Number 53
                                                                                                                                                                                          • Slide Number 54
                                                                                                                                                                                          • Slide Number 55
                                                                                                                                                                                          • Slide Number 56
                                                                                                                                                                                          • Slide Number 57
                                                                                                                                                                                          • Slide Number 58
                                                                                                                                                                                          • Slide Number 59

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