ETD: 943 2006 Predictions; Retail Spending Rose 8.7% in Holiday '05; Largest retailer in Japan

E-Tailer's Digest etd_post at gapent.com
Tue Dec 27 14:18:53 GMT 2005


  E-Tailer's Digest --- Everything for the  Retailer
  Issue #0943          December 27, 2005
  George Matyjewicz, Moderator         mailto:georgem at gapent.com
  Published by:  GAP Enterprises, Ltd.  http://www.etailersdigest.com
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   CONTENTS
  [1]  Greetings
  [2]  2006 Predictions
  [3]  Retail Spending Rose 8.7% in Holiday '05,
  [4]  Largest retailer in Japan

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  [1]  Greetings.
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Hi All:

Hope everybody is enjoying this holiday season, and I hope that the 
season brought your business much success.

Let's take a look at 2006 and beyond.  What do you think the new 
trends will be?  Will we be ahead of that curve?

It seems retail sales were up 8.7% this year over last according to a 
survey by MasterCard International.  And the season will continue as 
people cash in those gift cards they received, although I am not sure 
how the retailers are recording those sales.  Gift card sales should 
not be a sale, at least not until a product is sold.

There is an interesting article in today's WSJ about the 7-Eleven 
stores in Japan and how that chain will be the largest 
retailer  (through acquisition) in Japan. I found this article 
interesting in that Japanese companies do have unique concepts.  For 
example, 7-Eleven offers a service to retailers whereby you ship 
products to the consumer for pickup at 7-Eleven.  Japanese work long 
hours and get home late, and cannot get to a post office.  Hence the 
ability to pick up the package on your way home is appealing.  I'm 
anxious to see how this new company succeed.

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

Sincerely


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

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  [2]  2006 Predictions
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Each year we see a lot of predictions as to what is coming in the 
following year.  And we have done it a couple of times over the past 
7 years.  So, let's try it again.  What do you see will be the trends 
in 2006?  What will be new?  Let's consider the following sectors:

1.  Retailing (brick & mortar)
2.  E-tailing
3.  Technology
4.  Marketing and advertising
5.  Communications
6.  General business
7.  General economy

George

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  [3]  Retail Spending Rose 8.7% in Holiday '05,
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After a few slumping weeks in early December, consumers came back to 
stores in the last days before Christmas to deliver a solid, if not 
spectacular, holiday season, according to one early projection.

Holiday spending climbed 8.7% ahead of last year, according to 
SpendingPulse, a retail-sales data service from MasterCard 
International's MasterCard Advisors unit. Demand for flat-panel 
television sets, MP3 players and digital cameras helped spur gains, 
as did sales of home furnishings. But sales of jewelry fell this 
season following years of solid gains.

"Overall, we got off to a very strong start, then that evolved into a 
solid finish," says Michael McNamara, vice president of research and 
analysis for MasterCard Advisors. But he cautioned, "It didn't blow 
the barn doors off."

The SpendingPulse data covers the period from Friday, Nov. 25, 
through Saturday, Dec. 24, a 30-day shopping season this year 
compared with only 29 days in 2004. The projection is based on data 
and analysis that includes purchases made via credit and debit cards, 
cash and checks. It includes sales at stores and on the Internet, 
sales of gift cards and sales of food in stores and restaurants. It 
doesn't include auto or gasoline sales.

The strongest category gains came in home furnishings, including 
linens and picture frames, with sales up 15%, according to the 
SpendingPulse data. Sales of consumer electronics grew 11%, fueled in 
part by prices for flat-screen TVs and digital cameras that were 
lower than last year. Sales of sporting goods, books, music and video 
advanced 6.4%, while apparel rose 5.8%, despite the lack of must-have 
items this year. Women's apparel did a little better, with an 8.2% 
gain. Furniture sales rose 5.3%. Sales of jewelry slid 4.6%, perhaps 
as shoppers funneled their big-ticket spending into electronics.

Online spending continued to explode this year, as retailers offered 
Web-only discounts and shipped gifts later than ever. Holiday retail 
sales on the Internet are expected to top predictions of $19.6 
billion in sales this year, a figure that is 24% ahead of the $15.8 
billion consumers spent online last holiday season, according to 
comScore Networks Inc., a Reston, Va., market-research firm.

Details at...
http://online.wsj.com/article/SB113564495859931796.html

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  [4]  Largest retailer in Japan
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Seven & I Holdings Co., which operates supermarkets and 7-Eleven 
convenience stores, said it will acquire a Japanese department-store 
company in a deal valued at $1.7 billion, creating Japan's biggest 
retail conglomerate by sales.

The acquisition underscores how retailers are eager to tap into 
Japanese consumers' wallets just as they begin to spend after more 
than a decade of economic doldrums. It also represents the company's 
expansion into the upscale department-store segment.

Overall consumption also appears to be on the mend: Barclays Capital 
economist Takuji Aida recently estimated that real consumption will 
grow 2.1% in the fiscal year ending March 31, 2006 -- the first time 
it has topped 2% since 1996 -- and 2.4% the following year.

"Now is a good chance for retailers to be making investments in their 
operations," said Tatsuyuki Morikawa, a retail-industry consultant at 
Kurt Salmon Associates in Tokyo. With retail consumers more eager to 
spend, the investments will likely pay off, he said.

Details at...
http://online.wsj.com/article/SB113556130419431499.html


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