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A VIEW FROM THE TOP:
DOMINATING THE HOLIDAYS
IN 2018
August, 2018
 The Ghosts of Holidays Past: Get Ready for 2018  Aug. 1
JONATHAN LAVERENTZ & GREGG SHUPE, ChannelAdvisor
Register or view on-demand
 Unwrapping Marketing Success Just in Time for the Holidays  Aug. 8
LINK WALLS, VP of Digital Marketing Strategy, ChannelAdvisor
Register or view on-demand
 Google Shopping Actions  Aug. 15
STEPHANIE EISELE, Shopping Partners Lead, Google
Register or view on-demand
 Holiday 2018: Planning a Smart Fulfillment Strategy  Aug. 22
DAN COLL, Senior Manager, FedEx Fulfillment, FedEx Supply Chain
Register or view on-demand
 A View From the Top: Dominating the Holidays in 2018  Aug. 29
DAVID SPITZ, ChannelAdvisor CEO, SCOT WINGO, ChannelAdvisor Co-Founder
Register or view on-demand
2
Watch the Entire Holiday E-Commerce Strategy Series
Copyright 2018 ChannelAdvisor | Confidential
SCOT WINGO
INDUSTRY HOLIDAY GUIDE
Macro Setup Heading Into 18
3Copyright 2018 ChannelAdvisor
4
#MALLAGEDDON
Copyright 2018 ChannelAdvisor
5
#MALLAGEDDON
Source: CoreSight Research
Copyright 2018 ChannelAdvisor
 2017 Recap
 7,000 store closures
 3,200 store openings
 2,800 net fewer stores
 2018 as of 8/10/18
 4,379 closures
 2,239 openings announced (900  dollar general)
 2,100 net fewer stores
6Copyright 2018 ChannelAdvisor
7Copyright 2018 ChannelAdvisor
8Copyright 2018 ChannelAdvisor
9Copyright 2018 ChannelAdvisor
10Copyright 2018 ChannelAdvisor
Questions?
Copyright 2018 ChannelAdvisor 11
12
Examples: (this week)
 Walmart: SSS 4.5% (10yrs)
 E-commerce 40%
 Target: SSS 6.5% (13yrs)
 E-commerce 41%
 TJX SSS 6%
Copyright 2018 ChannelAdvisor
ButSigns we are Bottoming out?
Why?
息Copyright ChannelAdvisor 2017
14Copyright 2018 ChannelAdvisor
Consumer Confidence August
15Copyright 2018 ChannelAdvisor
Employment Trends August 2018
16Copyright 2018 ChannelAdvisor
Tight Labor Supply Means
Economy today:
 Unemployment down
 Salaries rising
 Consumer confidence high
 Conclusion:
 Great setup for Holiday 18!
17Copyright 2018 ChannelAdvisor
Q2 E-Commerce Grew 15% - vs 16.5% Q4 17
18
Scots Magic Snow Globe
Copyright 2018 ChannelAdvisor
 We have a great setup coming into Holiday 18
 High CCI, increasing wages
 We may be bottoming in #mallageddon
 Wingos Holiday E-Commerce Growth Prediction: 20-25%
 Food for thought: Is US e-commerce only growing 15%, is that
possible?
19
Grinch ALERT!
 The setup almost feels too good
(after ~20yrs of scar tissue from the
retail world)
 What could de-rail us?
 Political backdrop (the I word)
 Tariffs/trade war
 And the biggie for e-commerce,
delivery capacity
Copyright 2018 ChannelAdvisor
Packages Shipped Growth Rate, 2010-2017 (CAGR)
9.6%
5.4%
3.6%
16.0%
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
USPS FedEx UPS eCom Growth
Source: Cowen and Company; Company Reports; FedEx based on fiscal yr; FedEx acquisition of TNT closed in 16.
DAVID SPITZ
CHANNELADVISOR HOLIDAY GUIDE
21Copyright 2018 ChannelAdvisor
22
2018 vs. 2017  Whats Changed, Whats the Same
Copyright 2018 ChannelAdvisor
Consumer is mobile first
23
2018 vs. 2017  Whats Changed, Whats the Same
Copyright 2018 ChannelAdvisor
Consumer is mobile first
Amazon keeps gaining share
24
2018 vs. 2017  Whats Changed, Whats the Same
Copyright 2018 ChannelAdvisor
Consumer is mobile first
Amazon keeps gaining share
3P also gaining share
Source: Amazon.com
25
2018 vs. 2017  Whats Changed, Whats the Same
Copyright 2018 ChannelAdvisor
Consumer is mobile first
Amazon keeps gaining share
3P also gaining share
Promotions happening earlier
Retailers Flip on the Switch with
Early Holiday Promotions
26
2018 vs. 2017  Whats Changed, Whats the Same
Copyright 2018 ChannelAdvisor
Consumer is mobile first
Amazon keeps gaining share
3P also gaining share
Promotions happening earlier
Google Shopping Actions
Ad/Marketplace Convergence
27
2018 vs. 2017  Whats Changed, Whats the Same
Copyright 2018 ChannelAdvisor
Consumer is mobile first
Amazon keeps gaining share
3P also gaining share
Promotions happening earlier
Google Shopping Actions
Amazon Marketing Services
Other Revenue at Amazon
grew 132% in Q1 2018,
primarily advertising revenue
28
Davids Magic Snow Globe
Copyright 2018 ChannelAdvisor
Expect robust consumer behavior this Q4 based on recent retail
performance and consumer sentiment
Amazon will continue to gain share, now with over 100m Prime
members and the strongest Prime Day performance weve seen
We think Google Shopping Actions is a major new channel that
almost every retailer should adopt ASAP
Expect to see other significant marketplaces come online as new
entrants seek to replicate Amazons success
U.S. logistics capacity remains constrained, so plan for higher costs
and have contingency plans in place
29
Davids Nice List
Copyright 2018 ChannelAdvisor
Q4 table stakes: operational excellence is key
Dont run out of stock
Dont have shipping snafus!
Consider partnering if logistics isnt your strong suit
Get going with AMS and Google Shopping Actions in advance of Q4
Advertising and transactional channels are converging be good at both!
Use data to your advantage, e.g. algorithmic repricer and demand
forecaster  we see customers who do grow 2-4x faster
engagement
journey
buyers
journey
Prepare for
the Journey
Weve Got
Technology
& Services
 The Ghosts of Holidays Past: Get Ready for 2018  Aug. 1
JONATHAN LAVERENTZ & GREGG SHUPE, ChannelAdvisor
Register or view on-demand
 Unwrapping Marketing Success Just in Time for the Holidays  Aug. 8
LINK WALLS, VP of Digital Marketing Strategy, ChannelAdvisor
Register or view on-demand
 Google Shopping Actions  Aug. 15
STEPHANIE EISELE, Shopping Partners Lead, Google
Register or view on-demand
 Holiday 2018: Planning a Smart Fulfillment Strategy  Aug. 22
DAN COLL, Senior Manager, FedEx Fulfillment, FedEx Supply Chain
Register or view on-demand
 A View From the Top: Dominating the Holidays in 2018  Aug. 29
DAVID SPITZ, ChannelAdvisor CEO, SCOT WINGO, ChannelAdvisor Co-Founder
Register or view on-demand
32
Watch the Entire Holiday E-Commerce Strategy Series
Copyright 2018 ChannelAdvisor | Confidential
THANK YOU!
marketinginfo@channeladvisor.com

More Related Content

ChannelAdvisor Holiday E-Commerce Strategy Series: Dominating the 2018 Holiday Season

  • 1. A VIEW FROM THE TOP: DOMINATING THE HOLIDAYS IN 2018 August, 2018
  • 2. The Ghosts of Holidays Past: Get Ready for 2018 Aug. 1 JONATHAN LAVERENTZ & GREGG SHUPE, ChannelAdvisor Register or view on-demand Unwrapping Marketing Success Just in Time for the Holidays Aug. 8 LINK WALLS, VP of Digital Marketing Strategy, ChannelAdvisor Register or view on-demand Google Shopping Actions Aug. 15 STEPHANIE EISELE, Shopping Partners Lead, Google Register or view on-demand Holiday 2018: Planning a Smart Fulfillment Strategy Aug. 22 DAN COLL, Senior Manager, FedEx Fulfillment, FedEx Supply Chain Register or view on-demand A View From the Top: Dominating the Holidays in 2018 Aug. 29 DAVID SPITZ, ChannelAdvisor CEO, SCOT WINGO, ChannelAdvisor Co-Founder Register or view on-demand 2 Watch the Entire Holiday E-Commerce Strategy Series Copyright 2018 ChannelAdvisor | Confidential
  • 3. SCOT WINGO INDUSTRY HOLIDAY GUIDE Macro Setup Heading Into 18 3Copyright 2018 ChannelAdvisor
  • 5. 5 #MALLAGEDDON Source: CoreSight Research Copyright 2018 ChannelAdvisor 2017 Recap 7,000 store closures 3,200 store openings 2,800 net fewer stores 2018 as of 8/10/18 4,379 closures 2,239 openings announced (900 dollar general) 2,100 net fewer stores
  • 12. 12 Examples: (this week) Walmart: SSS 4.5% (10yrs) E-commerce 40% Target: SSS 6.5% (13yrs) E-commerce 41% TJX SSS 6% Copyright 2018 ChannelAdvisor ButSigns we are Bottoming out?
  • 16. 16Copyright 2018 ChannelAdvisor Tight Labor Supply Means Economy today: Unemployment down Salaries rising Consumer confidence high Conclusion: Great setup for Holiday 18!
  • 17. 17Copyright 2018 ChannelAdvisor Q2 E-Commerce Grew 15% - vs 16.5% Q4 17
  • 18. 18 Scots Magic Snow Globe Copyright 2018 ChannelAdvisor We have a great setup coming into Holiday 18 High CCI, increasing wages We may be bottoming in #mallageddon Wingos Holiday E-Commerce Growth Prediction: 20-25% Food for thought: Is US e-commerce only growing 15%, is that possible?
  • 19. 19 Grinch ALERT! The setup almost feels too good (after ~20yrs of scar tissue from the retail world) What could de-rail us? Political backdrop (the I word) Tariffs/trade war And the biggie for e-commerce, delivery capacity Copyright 2018 ChannelAdvisor
  • 20. Packages Shipped Growth Rate, 2010-2017 (CAGR) 9.6% 5.4% 3.6% 16.0% 0% 2% 4% 6% 8% 10% 12% 14% 16% 18% USPS FedEx UPS eCom Growth Source: Cowen and Company; Company Reports; FedEx based on fiscal yr; FedEx acquisition of TNT closed in 16.
  • 21. DAVID SPITZ CHANNELADVISOR HOLIDAY GUIDE 21Copyright 2018 ChannelAdvisor
  • 22. 22 2018 vs. 2017 Whats Changed, Whats the Same Copyright 2018 ChannelAdvisor Consumer is mobile first
  • 23. 23 2018 vs. 2017 Whats Changed, Whats the Same Copyright 2018 ChannelAdvisor Consumer is mobile first Amazon keeps gaining share
  • 24. 24 2018 vs. 2017 Whats Changed, Whats the Same Copyright 2018 ChannelAdvisor Consumer is mobile first Amazon keeps gaining share 3P also gaining share Source: Amazon.com
  • 25. 25 2018 vs. 2017 Whats Changed, Whats the Same Copyright 2018 ChannelAdvisor Consumer is mobile first Amazon keeps gaining share 3P also gaining share Promotions happening earlier Retailers Flip on the Switch with Early Holiday Promotions
  • 26. 26 2018 vs. 2017 Whats Changed, Whats the Same Copyright 2018 ChannelAdvisor Consumer is mobile first Amazon keeps gaining share 3P also gaining share Promotions happening earlier Google Shopping Actions Ad/Marketplace Convergence
  • 27. 27 2018 vs. 2017 Whats Changed, Whats the Same Copyright 2018 ChannelAdvisor Consumer is mobile first Amazon keeps gaining share 3P also gaining share Promotions happening earlier Google Shopping Actions Amazon Marketing Services Other Revenue at Amazon grew 132% in Q1 2018, primarily advertising revenue
  • 28. 28 Davids Magic Snow Globe Copyright 2018 ChannelAdvisor Expect robust consumer behavior this Q4 based on recent retail performance and consumer sentiment Amazon will continue to gain share, now with over 100m Prime members and the strongest Prime Day performance weve seen We think Google Shopping Actions is a major new channel that almost every retailer should adopt ASAP Expect to see other significant marketplaces come online as new entrants seek to replicate Amazons success U.S. logistics capacity remains constrained, so plan for higher costs and have contingency plans in place
  • 29. 29 Davids Nice List Copyright 2018 ChannelAdvisor Q4 table stakes: operational excellence is key Dont run out of stock Dont have shipping snafus! Consider partnering if logistics isnt your strong suit Get going with AMS and Google Shopping Actions in advance of Q4 Advertising and transactional channels are converging be good at both! Use data to your advantage, e.g. algorithmic repricer and demand forecaster we see customers who do grow 2-4x faster
  • 32. The Ghosts of Holidays Past: Get Ready for 2018 Aug. 1 JONATHAN LAVERENTZ & GREGG SHUPE, ChannelAdvisor Register or view on-demand Unwrapping Marketing Success Just in Time for the Holidays Aug. 8 LINK WALLS, VP of Digital Marketing Strategy, ChannelAdvisor Register or view on-demand Google Shopping Actions Aug. 15 STEPHANIE EISELE, Shopping Partners Lead, Google Register or view on-demand Holiday 2018: Planning a Smart Fulfillment Strategy Aug. 22 DAN COLL, Senior Manager, FedEx Fulfillment, FedEx Supply Chain Register or view on-demand A View From the Top: Dominating the Holidays in 2018 Aug. 29 DAVID SPITZ, ChannelAdvisor CEO, SCOT WINGO, ChannelAdvisor Co-Founder Register or view on-demand 32 Watch the Entire Holiday E-Commerce Strategy Series Copyright 2018 ChannelAdvisor | Confidential

Editor's Notes