Wednesday, December 26, 2012

Post-Christmas Retail Reading List

Whether we blame Superstorm Sandy or fears of a 'fiscal cliff', it seems retailers are not having a very merry Christmas so far. There's still (a sliver) of hope as Washington has a few days left to act, and post-Christmas spending typically accounts for roughly 15% of seasonal spending - gift-card revenue is not recorded until redemption.

With that being said, relatively lean inventories, lower cotton costs and controlled promotions will help bolster margins - we will get a clearer picture as 50 or so chains report November-December results early in the new year.
  • U.S. holiday retail sales growth weakest since 2008 (AP) and U.S. Holiday Sales Rise 0.7% as Washington Hurts Confidence (Bloomberg) and Retail sales creep higher in weak holiday season (Reuters) and Early Data Show Weak Holiday Sales (WSJ)
  • E-commerce spending up 16% to $38.7 billion for first 51 days of holiday shopping season (comScore)
  • Surging yes, but mobile shopping still has a long way to go (Fortune)
  • Why Shopping at Malls Is on the Decline (AllThingsD)
  • Warby Parker Wants To Destroy $20 Billion Company With An Eyewear Monopoly (Business Insider)
  • Retailers Try to Adapt to Device-Hopping Shoppers (NY Times)
  • Showrooming little threat to brand-name clothiers in ho-hum holidays (Reuters)
  • Catalogs find niche as online shopping tool (Pocono Record)
  • How Data Analysis Helps H.Bloom Improve Flower Delivery (Businessweek)
  • Websites Vary Prices, Deals Based on Users' Information (WSJ)
  • What Really Goes On Inside An Apple Retail Store (Gizmodo)
  • How U.S. retailers are building up their online muscle (Chicago Tribune)
  • How Polyvore's Stylish Social Commerce Is Cracking Retail 3.0 (Forbes)
  • Amazon, Google on collision course in 2013 (Reuters)
  • US airports trade layover horror for 'terminal bliss' with high-end shopping & dining (Star Tribune)
  • Pawn shops enter holiday-shopping fray (MarketWatch)
  • E-gifts turn social as "the next big thing" in digital commerce (NY Post)
  • Dragging Fashion Wholesalers Into the Digital Age (Businessweek)

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