Retail and Consumer Goods Retail and Consumer Goods Economic Confidence Index Outlook for Economy in 2011 Top Investment/Finance Sites Online Retail Spending Department Store Advertisers Youth Influence and Purchases Number of Online Content Buys BEN would like to thank Marketing Charts.com , Data Insights, The Marketing Data Box, and Hub Spot who provided the source data for the following charts. Improving Economic Mood Economic Confidence Index 2009-2010, Full-year Trend, Base: US Consumers, Monthly Averages Source: Gallup Economy mood swings 0 -10 -20 -22 -26 -29 -24 -30 -30 -27 -23 -24 -28 -27 -33 -30 -34 -40 -25 -27 -33 -32 -33 July Aug Sept -29 -30 -31 Oct Nov Dec -50 -49 -60 -54 Jan -58 Feb March April May June 2009 2010 65% See Pros of Social Media 3 The Marketing Data Box Perhaps testament to the realities of the country’s financial growth economic confidence indices are still reflecting a shift in consumer perspective according to Gallup data. Gallup’s Economic Confidence Index averaged -31 over the first two weeks of December, fully offsetting November’s improvement to -24, and essentially matching the monthly readings of -29 in October and -33 in September. 58% Believe That 2011 Will be Better Outlook for Economy in 2011 Base: % of adults, January 2011 Source: Gallup Economy mood swings 62 56 55 55 52 52 51 51 50 48 46 32 31 27 25 21 24 27 25 26 22 25 18 21 23 20 21 23 20 17 Better Same 23 16 19 Worse 65% See Pros of Social Media 4 The Marketing Data Box With the turn of the year, perhaps buoyed by the holidays and new year cheer, Americans report considerably more optimism than pessimism about what it may bring. Fifty-eight percent of respondents say 2011 will be better than 2010, 20% say 2011 will be worse, and 21% say it will be the same. 41% Say Economy is “Better” Top 10 Investment/Finance Sites by U.S. Market Share of Visits (%), March 2011 Source: Experian Hitwise Yahoo! Finance msn money Economy mood swings, optimism grows 29.8% 6.2% Fidelity Investments 4.7% Scottrade 4.6% By January, another Gallup poll revealed that forty-one percent of Americans said the economy is “getting better,” up 17% from 35% in December 2010 and about 8% from 38% a year ago. This level of optimism ties for the highest since TD AMERITRADE CNN Money.com Charles Schwab Gallup daily tracking began in January 2008. 3.9% 3.4% 2.8% The Wall Street Journal 2.3% E*Financial 2.2% CNBC 2.2% 65% See Pros of Social Media 5 The Marketing Data Box Top Investment / Finance Sites Top 10 Investment/Finance Sites by U.S. Market Share of Visits (%), Jan. & Feb. 2011 Source: Experian Hitwise 32.6 Yahoo! Finance msn money 7.0 29.3 Yahoo! Finance msn money 6.2 Fidelity Investments 4.7 Fidelity Investments 4.9 Scottrade 4.5 Scottrade 4.9 TD AMERITRADE 3.7 TD AMERITRADE 3.9 CNN Money.com 3.0 CNN Money.com 3.3 Charles Schwab 2.8 Charles Schwab 3.0 The Wall Street Journal 2.4 E*Financial 2.3 Yahoo! Message Boards 2.1 Yahoo! Message Boards 2.2 E*Financial 2.1 The Wall Street Journal 2.2 January 2011 February 2011 65% See Pros of Social Media 6 The Marketing Data Box Online Retail Hits Record $43.4 Billion Online Retail Spending 2007-2010, Base: All U.S. adults, % change Source: Pew Research Record online retail spending $50,000 25% consumer spending: US online retail $43,432 $45,000 23% 23% $39,132 20% $39,045 $38,071 $40,000 $31,178 17% $32,942 $31,031 15% $30,581 $33,984 $30,000 $27,970 $25,000 13% $28,441 $27,176 $30,274 $39 billion in Q4 2009 and 35% from 11% 11% 10% $32.1 billion in Q3 2010. This marks 10% 9% 9% 5% 6% $15,000 comScore. This figure is up 11% from $32,133 $30,169$29,552 $20,000 spending reached a record $43.4 billion during Q4 2010, according to 19% $35,000 As the mood picks up, so does the fifth consecutive quarter of positive year-over-year growth and 3% $10,000 0% second quarter of double-digit growth 0% $5,000 rates in the past year. -1% -2% -3% $0 E-Commerce Spending ($ Millions) -5% Y/Y Percent Change 65% See Pros of Social Media 7 The Marketing Data Box Double Digit Growth for “eTail” Top 10 Department Store Advertisers By No. of Ad Plays, March 2011 Source: Mediaguide E-commerce growth below pre-recession level Macy's 35,546 Though this is an improvement, retail e-commerce growth Kohl's 32,652 rates are still significantly below those reported during 2007, JCPenney's 16,477 Wal-Mart 14,492 Meijer Superstores 5,931 which ranged from 17-23%. They are more in line with the respective 11% and 13% growth rates reported during the first two quarters of 2008 (the current recession is generally considered to have started in December 2007). However, Fred Meyer 5,514 comScore predicts continued double-digit year-over-year Target 2,457 growth in US retail e-commerce spending for the upcoming Sears 2,392 quarters of 2011. Marshalls TJMaxx 2,084 1,264 65% See Pros of Social Media 8 The Marketing Data Box Department Store Advertisers Top 10 Department Store Advertisers By No. of Ad Plays, Jan. & Feb. 2011 Source: Mediaguide Wal-Mart 48,164 Wal-Mart Kohl's 39,779 Macy's Macy's 39,527 Kohl's Sears 16,761 Target Fred Meyer Stores Meijer Superstores JCPenney's 6,149 4,459 3,229 1,814 Sears 57,758 45,865 33,904 15,699 7,254 Meijer Superstores JCPenney's 4,098 Fred Meyer 2,901 Target 2,310 Beall's 483 Kmart 746 Beachwood Place 229 Lord & Taylor 588 January 2011 February 2011 65% See Pros of Social Media 9 The Marketing Data Box Overall self-reported daily consumer spending in stores, restaurants, gas stations, and online averaged $55 per day in the week ending Jan. 9 , 2011, according to Gallup data. This is down 27% from the $75 average for the month of December 2010 (a post-holiday drop was expected), but also well below the $68 average for the same week in 2010. Youth Carry $123.5 Billion “Purse” Youth Influence and Purchases December 2010, (buy or influence others to buy) % of US youths aged 8-21 Source: Harris Interactive 40% Entertainment/ Sports tickets 43% 45% 35% Hand-held video games 20% 31% 27% billion by 2009, reports Harris Interactive. 30% However, this year it is projected to reach 29% 21% Digital media player 24% Ages 8-12 20% 17% Computer declining earlier in the current recession. Total $132.2 billion in 2007, which dipped to $112.8 24% 22% Cell phone/ Smart phone Youth spending may be on the rebound after spending among 8-to-21-year-olds was at 17% Video game system Youth regain hold on purse strings $123.5 billion, a roughly 9% increase. Roughly four in 10 US consumers ages 8-24 will 24% 28% Ages 13-17 personally buy or influence the purchase of 12% TV 17% 20% 10% Camera 20% Ages 18-24 entertainment/sporting event tickets in the next month. 18% Camcorder or video camera 7% 14% 13% 65% See Pros of Social Media 10 The Marketing Data Box Average American Spends Almost $50 for Online Content Users average about $47 for online content 25.0% Nearly two-thirds of internet users (65%) have paid to download or access some kind of “intangible” online Number of Online Content Buys December 2010, Percent (%) of US adults Source: Pew Research 21.0% content. Music, software, and apps are the most popular content for pay-to-access or download 15.0% according to a Pew study. Of them, nearly half (46%) 12.0% 11.0% have purchased only one or two of the types of content. The average expense for online content was 7.0% approximately $47 per month, including both 4.0% subscriptions (an average of $12 per month) and 1.5% 1.4% 1 2 3 4 5 6 7 8 9 0.5% 0.9% 0.6% 0.4% 10 11 12 individual file access (an average of $22 per month). 13 No. of different types of online content purchased by internet users 65% See Pros of Social Media 11 The Marketing Data Box