State of the U.S. Online Retail Economy in Q4 2011 (comScore) -Feb12

State of the U.S. Online Retail Economy in Q4 2011
February 2012

Gian Fulgoni, Chairman, comScore, Inc.
Andrew Lipsman, VP Industry Analysis, comScore, Inc.
Note: A copy of this presentation will be sent to all attendees within 24 hours of today’s webinar

Data sourced from comScore‟s global panel of 2 million Internet
users via behavioral tracking and custom surveys

2 million person panel
Analysis Parameters
360°View of Consumer Behavior

 E-commerce data includes all worldwide buying on U.S.
sites
Web Visiting
& Search  Unless explicitly stated otherwise, the term e-commerce
refers to online retail spending, as measured by
Online Behavior Online comScore, which excludes travel, autos and auctions
& Offline Advertising
Buying Exposure  Behavioral activity through December 2011 measured via
the fixed Internet

Advertising  Survey conducted week of January 30, 2012 (n=1083)
Transactions Effectiveness
 Consumer Measurements:
– Site Visitation
Media & Video Demographics, – Online Buying
Consumption PANEL Lifestyles – Attitudes and Sentiment
& Attitudes – Demographic Segments
– Mobile e-commerce
Mobile Internet
 Retailer Views:
Usage & Behavior
– Large vs. Small Retailers
– Impact of Social Media

© comScore, Inc. Proprietary and Confidential. 2

Validation of comScore Sales Data:
Comparison of comScore data to U.S. Department of Commerce

Quarterly U.S. e-Commerce Growth* vs. YA
Source: comScore & U.S. Department of Commerce (DOC)

50%
Dept. of Commerce (DOC) comScore Estimate of DOC

40%

30%
% Growth vs. YA

Correlation: 0.96

20%

10%

0%
2005 2005 2005 2005 2006 2006 2006 2006 2007 2007 2007 2007 2008 2008 2008 2008 2009 2009 2009 2009 2010 2010 2010 2010 2011 2011 2011
- Q1 - Q2 - Q3 - Q4 - Q1 - Q2 - Q3 - Q4 - Q1 - Q2 - Q3 - Q4 - Q1 - Q2 - Q3 - Q4 - Q1 - Q2 - Q3 - Q4 - Q1 - Q2 - Q3 - Q4 - Q1 - Q2 - Q3

-10%

*Note: To be consistent with DOC, comScore estimate excludes
© comScore, Inc. Proprietary and Confidential. 3 travel and event tickets but includes auction fees and autos.

State of the Economy
A Review of Key Macroeconomic Trends


Total e-Commerce spending continues to recover strongly from the
recession, posting a +12% gain Y/Y in 2011. Retail e-Commerce up 14%

U.S. e-Commerce Dollar Sales Growth ($ Billions)
Source: comScore e-Commerce Measurement

+12%
+9%
+7%
-2% $256
$214 $209 $228
+17%
+19%
$200 $94 +11%
+22%
$171 $84
$85 +6%
+26%
$77
+9%
$80 -5%
+29% $143 +12%

$117 $69 +13%

$93 $61 +20%

$72 $51 +28%

$40 +33% +6% $162 +14%
0% $142 +10%
Travel $30 $123 +20% $130 $130
$102 +24%
+26% $67 +26% $82 +24%
Retail
$42 $53

2002 2003 2004 2005 2006 2007 2008 2009 2010 2011


Channel shift accelerating: e-Commerce growth shows significant gains,
nearly triple the growth rate of total retail in Q4 2011

Quarterly e-Commerce Sales Growth vs. YA

23% 23%
19%
17%
14% 14%
13% 11% 12%
10%
13%
11%
9% 9%
3%
6% 0% -1%
-3% -2%
Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
2007 2007 2007 2007 2008 2008 2008 2008 2009 2009 2009 2009 2010 2010 2010 2010 2011 2011 2011 2011

When excluding autos, gas and
Quarterly Retail & Food Services Sales Growth* vs. YA food/beverage, Q4 2011 retail growth
Source: U.S. Department of Commerce (DOC)
is up only +3% versus 2010

8%
5% 6% 7%
4% 4% 3% 4%
2%
1% 2% 7% 7% 7%
5% 5%

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
2007 2007 2007 2007 2008 2008 2008 2008 2009 2009 2009 2009 2010 2010 2010 2010 2011 2011 2011 2011
-8% -7%
-10% -9%
*Note: The U.S. Department of Commerce calculation includes total
retail and food service sales, which also includes motor vehicles and
parts dealers.

e-Commerce share of all consumer sales continues to grow, with
almost one in every ten discretionary dollars spent online

e-Commerce Share of Corresponding Consumer Spending*
Source: comScore for e-Commerce & U.S. Department of Commerce (DOC) for Retail

10.0%
8.9%
9.0% 8.6%
8.1% 8.0%
e-Commerce Share

7.7%
8.0% 7.4% 7.3% 7.6% 7.7%

7.0% 6.7% 7.7% 7.6%
6.4%
5.9% 6.9% 7.1% 7.1%
6.8%
6.0% 6.3% 6.5% 6.6%
5.1%
5.9%
5.0% 5.3% 5.3%
4.3%
5.0%
4.0% 4.6% 4.5% e-Commerce share peaks in
4.3%
4.0% colder seasons (Q4 & Q1)
3.7%
3.0%

2.0%

1.0%

0.0%

*Note: e-Commerce share is shown as a percent of DOC’s Total Retail Sales excluding Food
Service & Drinking, Food & Bev. Stores, Motor Vehicles & Parts, Gasoline Stations and Health &
Personal Care Stores.


Overall e-Commerce dollar sales posted double-digit gains in every
quarter in 2011, reaching almost $50 billion in Q4

e-Commerce Dollar Sales ($ Billions)

% Chg vs.YA

+11% +13% +6% -3% 0% -1% -2% +3% +10% +9% +9% +11% +12% +14% +13% +14%

$49.7

$43.4

$38.1 $39.0 $38.0 $37.5 $36.3
$33.9
Billions ($)

$32.9 $32.1
$31.2 $30.6 $31.0 $30.2
$30.3 $29.6

Q1 '08 Q2 '08 Q3 '08 Q4 '08 Q1 '09 Q2 '09 Q3 '09 Q4 '09 Q1 '10 Q2 '10 Q3 '10 Q4 '10 Q1 '11 Q2 '11 Q3 '11 Q4 '11


Consumers earning $100k+ showed double-digit e-commerce growth rates for the
third consecutive quarter, while the middle class also grew at the best rate in more
than a year
e-Commerce Sales by Income Segment ($ Billions)
Growth vs. YA

Under $50K $50K - $99K $100K or more
(23% of Total) (43% of Total) (34% of Total)

+6% +2% +8% +3% +9% +9% +7% +12% +15% +16%

$20.0
$18.3 $17.5

+26% +39% +28% +31% +22% $15.1
$15.3 $15.4
$14.6 $13.5
$12.2
$12.4 $12.1
$10.0 $10.3
$9.4
$8.9

Q4 '10 Q1 '11 Q2 '11 Q3 '11 Q4 '11 Q4 '10 Q1 '11 Q2 '11 Q3 '11 Q4 '11 Q4 '10 Q1 '11 Q2 '11 Q3 '11 Q4 '11


Overall consumer sentiment has improved, with 54% stating the
economy is in „poor‟ condition (2nd lowest percentage since 2009)

Percent of Consumers Who View The Economy as Poor
Q. How would you rate economic conditions today?
Source: comScore Surveys

77%
68% 66%
61% 61% 59% 62% 61% 59% 60% 62% 60%
52% 54%

Jan-09 Apr-09 Jul-09 Oct-09 Jan-10 Apr-10 Jul-10 Oct-10 Jan-11 Apr-11 Jul-11 Aug-11 Oct-11 Jan-12


Consumer concern over unemployment dropped to 31% in January

Percent of Respondents Citing Their One Most Important Issue
Q. Based on your current situation, which one of the following economic conditions most concerns you?
Source: comScore Surveys

54%
50%
46% 45%
44%
Unemployment / 42% 42%
40% 43%
Job Security 38%
42% 37%

Rising 33%
32% 32% 37% 37%
Prices 30% 36%
31%
28%
Financial 29% 29%
27%
Markets

Real Estate / Home 15%
Values 13% 13% 13%
11% 12% 12% 10%
7% 9% 10%
7%
10% 9% 10%
8% 8% 8% 9% 8% 9% 8%
7% 7%

Apr-09 Jul-09 Oct-09 Jan-10 Apr-10 Jul-10 Oct-10 Jan-11 Apr-11 Jul-11 Oct-11 Jan-12


Retailer and Product Category Overview


Most categories show strong growth in Q4 2011 versus Q4 2010
Q3 2011 e-Commerce Sales Growth vs. YA by Retail Category
Relative Chg Q4 2011
Product Category Growth Rate Q4 Growth
2011 vs. Q3 2011 vs. YA
Digital Content and Subscriptions Very Strong
Jewelry & Watches Very Strong
Consumer Electronics (x PC Peripherals) Very Strong Q4 growth rates of 15% or
higher
Sport & Fitness Very Strong
Computers/Peripherals/PDAs Very Strong
Apparel & Accessories Very Strong
Event Tickets Strong
Flowers, Greetings & Misc. Gifts Strong
Books & Magazines Strong
Q4 growth rates of 10-14%
Video Games, Consoles & Accessories Strong
Furniture, Appliances & Equipment Strong
Consumer Packaged Goods Strong
Office Supplies Moderate
Q4 growth rates of 5% to 9%
Home & Garden Moderate


E-Commerce has shown growth in essentially every metric versus a year
ago, including total buyers, dollars per buyer and average order value

Key e-Commerce Buyer and Transaction Measures
Q4 2011 vs. YA

Metric Q4 2010 Q4 2011 % change

Dollar Sales ($ Billions) $43 $50 +14%

Dollars per buyer $261 $272 +4%

Buyers (Millions) 166 182 +10%

Average Order Value $92 $97 +6%

Transactions (Millions) 475 511 +8%

Transactions per Buyer 2.9 2.8 -2%

Buyer Penetration (Total Internet) 69% 74% +7%


Compared to 2010, smaller retailers gained share of quarterly e-
Commerce sales versus the top-25 retailers

Top-25 Retailers vs. All Other Retailers: Share of Quarterly
U.S. e-Commerce Sales

32.3% 30.1% 31.2% 32.3% 33.6% 32.1% 32.4%

All Other Retailers
Top 25 Retailers

67.7% 69.9% 68.8% 67.7% 66.4% 67.9% 67.6%

Q2-2010 Q3-2010 Q4-2010 Q1-2011 Q2-2011 Q3-2011 Q4-2011


Over half of all online transactions included free shipping in Q4 2011,
the highest level ever seen

Percentage of e-Commerce Transactions with
Free Shipping

51% 53% 48%
58% 56% 61% 60% 59% 57% 60%

49% 47% 52%
42% 44% 39% 40% 41% 43% 40%

Q3 09 Q4 09 Q1 '10 Q2 '10 Q3 '10 Q4 '10 Q1 '11 Q2 '11 Q3 '11 Q4 '11

% Transactions with Free Shipping
% Transactions with Paid Shipping

54% of consumers stated in a recent survey* that if they reached the end of an e-Commerce
transaction and free shipping was not offered, they would cancel their purchase

*comScore survey – Jan 2012

Amazon sites continue to break their own records, reaching 111
Million UVs in Q4, a 31% increase from 2010

Avg. Monthly UVs (MM) on Select Retail Sites in Q4 2011
Source: comScore Media Metrix U.S. Data

Amazon Sites 111.5

Wal-Mart 53.2

Apple.com 50.6

Target Corporation 34.9 +31% vs. Q4 2010
+11% vs. Q3 2011
Best Buy Sites 30.7

Netflix.com 29.7

Hewlett Packard 25.6

Sears.com 17.8

JCPenney Sites 17.3

Macy's Inc. 16.5


The overall popularity of flash-sale sites continues to grow, with
several sites showing triple-digit growth versus a year ago

U.S. Unique Visitors (000) to Leading U.S. Flash Sales Sites
Source: comScore Media Metrix, U.S., December 2011
Y/Y Growth

Woot.com 2,428 +62%

HauteLook.com 1,701 +115%

Zulily.com 1,655 +153%

Gilt Groupe 1,186 +30%

MyHabit.com 1,163 N/A

Ideeli.com 925 +40%

OneKingsLane.com 716 +206%

RueLaLa.com 590 +36%
Totsy.com 520 +8,306%
EBay Fashion Vault 487 N/A

Kids clothing site Totsy.com has exploded on the Flash Sale scene,
reaching 520,000 UVs in Dec-2011, vs. just 6,000 in Dec-2010


Online Retail Advertising in 2011


Internet advertising spending surged in 2011, reaching $7.9 Billion in Q3,
up 22% vs YA -- a growth rate about 6X faster than all media spending

Quarterly Revenue Trend ($ Billions)
2000 - 2011 Q3 2011 $7.9 B
+22% vs YA
$8

$7

$6

$5

$4

$3

$2

$1

$-
$0
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011

Source: IAB Internet Advertising Revenue Report, Q1 2000 - Q3 2011 IAB &
PricewaterhouseCoopers

Netflix and eBay were the top retail advertisers in 2011, serving 37
billion and 28 billion total impressions, respectively

Total Advertising Impressions (Billions) Served Across the Internet in 2011 – Top Retailers
Source: comScore Ad Metrix

Netflix 37.0

eBay 28.0

QuiBids 11.2

JustFabulous 9.8

Amazon.com 8.2

Sears 6.2

Apple Inc. 5.9

Wal-Mart 5.1

ShoeDazzle.com 5.0

Target 4.8

RadioShack 4.5


Ad impressions delivered on Amazon.com (not including Amazon‟s
own ads) are up 81% versus a year ago

Impressions Delivered (in Millions) & Selected Leading Creatives on Amazon & Walmart
Source: comScore Ad Metrix, U.S., Jul-2010 to Dec-2011

3,000
+81% vs. Dec ‟10 Amazon.com
Amazon.com +12% vs. Nov „11
2,500
Walmart.com

2,000

1,500

1,000 Walmart.com

500

0


Despite click rates of only 0.1%, comScore research has shown that
display ads can lift retailer sales – both online and offline

Dollar Sales Lift Among Households
Exposed to Online Advertising
Conclusions

% Lift: 17%  Exposure to display ads
doesn‟t just impact online
$11,550 sales – it lifts in-store
$9,905 sales as well

 The absolute dollar lift
% Lift: 27% in offline sales is 5x higher
than the lift in e-commerce
sales
$994 $1,263

 The click is misleading
Online Offline as a measure of campaign
effectiveness
Unexposed Exposed

Source: “Whither the Click?” 139 comScore studies in the
June 2009 Journal of Advertising Research

Making Measurement Make Sense (3MS) Mission:

 Reduce costs of doing business due to
complexity of digital advertising ecosystem
 „Single Tag‟ solution to reduce complexity
 Improve reporting of ad exposure
 Bolster confidence that ads delivered are
actually visible


Billions of impressions are being delivered – how can retailers ensure
the right consumers are seeing the messaging?


vCE Charter Study

18 campaigns
2 billion impressions
400k sites

Allstate


Charter Findings

In-view ad rates ranged from
55% to 93% across 18 campaigns

69%
AVERAGE

0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%


Mobile Retail Trends


2011: The Rise of Mobile & Tablet Commerce

Percentage of Total e-Commerce Dollars Spent via Mobile or Tablet Device
Source: comScore Mobile Measurements

9%
Spike in percentage of 8%
e-commerce sales via
mobile coincides with
surge in tablet ownership

5% 6%

3% 3%

2%

Q2 Q3 Q4 Q1 Q2 Q3 Q4
2010 2010 2010 2011 2011 2011 2011


6.5 million new smartphones were activated in Dec 2011, the highest month
of activations on record; almost 100 million people now own smartphones

Acquisition Trend for Smartphone Subscriber Base and
Total Smartphone Subscriber Base
Source: comScore MobiLens, 3 Mo. Avg. Sep-2009 to Dec-2011

New Smartphone Acquisitions (In Millions)

Total Smartphone Subscriber Base (In Thousands)
+7.0 +6.5 120,000

+6.0 100,000

+5.0
80,000
+4.0 +3.6 +3.8
+3.3 60,000
+2.9 +2.9 +3.1
+3.0 +2.7 +2.7 +2.5
+2.3 +2.3 +2.2 +2.2
+2.1 +2.0 +2.1 40,000
+1.9 +1.8
+2.0 +1.3 +1.6
+1.3 +1.3+1.3 +1.4
+1.1 +1.0
+1.0 +0.7 20,000

+0.0 0


Mobile retail activities are surging as smartphone adoption approaches 100
million people in the U.S.

Content Categories Consumed by Mobile Phone Owners (000) & Growth vs. YA
Source: comScore Mobilens, Dec-2011, U.S.

Retail Content Categories Are Among the Fastest Growing for Mobile
40,000
Dec-2010 Dec-2011 +89%
35,000

+76%
30,000

+123% +116%
25,000
+104% +96%
+112%
20,000 +93%

15,000 +115% +69%

10,000

5,000

0
Classifieds Online Real Estate E-Payments Auction Credit Shopping Bank Restaurant Travel
Retail Listings Sites Cards Guides Accounts Info Service


1 in 3 smartphone owners have used a phone to find a store location,
while about 20% compared product prices or features

Retail Activities by Smartphone Users (000) and % of Audience
Source: comScore Mobilens, Dec-2011

40,000
33%
35,000

30,000
Total Audience (000)

25,000 21% 20% 19%
17% 17%
20,000
16%
15,000

10,000

5,000

0
Found store Compared Researched Found Made Checked Used deal-a-
location product prices product coupons or shopping lists product day
features deals availability


While in a brick-and-mortar retail store, 12% of smartphone owners
compared prices and 10% searched for information on product features

Activities Performed on Mobile While in a Retail Store, % of Smartphone Audience
Source: comScore Mobilens, Dec-2011, U.S.

22%
21%

18%
17%

13%
12%
10%
9%

6%

Took picture of Texted or Scanned a Sent picture of Found store Compared Found Researched Checked
a product called product product to location product prices coupons or product product
friends/family barcode family/friends deals features availability
about a
product


2011 Holiday Shopping Season
e-Commerce Wrap-Up and Key Findings


The 2011 U.S. e-Commerce holiday season surpassed all previous
years in sales and grew 15% versus year ago

Holiday Season* Retail e-Commerce Sales ($ Billions)
Growth vs. YA

Holiday Season $ in Billions Y/Y Growth Rates
$40.0 $37.2 30%

$35.0 $32.6 25%
+26% $29.2 $29.1
$30.0 $28.0 20%
$24.6
+15%**
$25.0 +19% +12% 15%
$19.6
$20.0 10%

$15.0 5%
+4%
$10.0 0%

$5.0 -4% -5%

$0.0 -10%
2005 2006 2007 2008 2009 2010 2011

* Holiday Season includes November and December
**Percentage change includes seasonal adjustment to account for unequal
number of weekdays and weekend days in 2010 and 2011

Through Dec 31st, ten individual days this past season have
surpassed $1 Billion in spending, compared to only one last year
2011 U.S. Online Holiday Spending by Day
Source: comScore e-Commerce Measurement, 2011

Cyber Monday
$1,400,000,000 +22% Green Monday
+19% Free Shipping Day
+14%
$1,200,000,000 Black Friday
+26%

$1,000,000,000 Thanksgiving
+18%
$800,000,000

$600,000,000

$400,000,000

$200,000,000

$-


For the second consecutive year, Cyber Monday was the highest
spending day throughout the holiday season
Cyber Monday U.S. Online Spending in
Cyber Monday - Spending Day Rank
Millions (% growth vs. YA) Source: comScore E-commerce Measurement. 2005-2011
Source: comScore E-commerce Measurement, 2005-2011

2005 2006 2007 2008 2009 2010 2011
0
+22%
$1,251 2 1 1
2
+16%

Spending Day Rank
4 3
+5% $1,028
+15%
+21% $887 6
$846
+26% $733
8
$608 8
10 9
$484

12
12
14

2005 2006 2007 2008 2009 2010 2011
Cyber Monday - Spending Day Rank


Cyber Monday 2011 activity saw a relatively higher percentage of sales occur
in the early morning as consumers sought out early deals and in the evening
hours as retailers continued to push promotions throughout the day

Cyber Monday Spending by Time of Day
Source: comScore, Inc.

Time of Day:
24%
34%
5pm - 9pm

22% 1pm - 5pm
44%

9am - 1pm
32%

29%
Before 9am
12%
3%
2010 2011


The season began earlier because of aggressive retailer promotions
and ended later because of increased confidence in free shipping

2011 Holiday Season e-Commerce Spending vs. Corresponding Days in 2010*

Millions ($)
2010 2011 % Change
November 1 – December 31 $32,589 $37,170 +15%**
Thanksgiving Day (Nov. 24) $407 $479 +18%
Black Friday (Nov. 25) $648 $816 +26%
Cyber Monday (Nov. 28) $1,028 $1,251 +22%
Green Monday (Dec. 12) $954 $1,133 +19%
Free Shipping Day (Dec. 16) $942 $1,072 +14%
Week ending Dec. 25 (Dec. 19-25) $2,450 $2,831 +16%
*Corresponding days based on corresponding shopping days

Heaviest online shopping day on record, surpassing Strong sales approaching
$1 billion in sales for the second consecutive year end of season

**Percentage change includes seasonal adjustment to account for unequal
© comScore, Inc. Proprietary and Confidential. 39 number of weekdays and weekend days in 2010 and 2011

Free shipping in the week leading up to Cyber Monday 2011 reached
a record 64% of total transactions

Percentage of E-commerce Transactions with Free Shipping

70% 2009 2010 2011
64%
65%
59% 59%
60% 56%
56% 56%
55% 52% 51% 53%
55% 51% 52%
50% 54%
50% 50% 52%
50%
47%
45% 45% 46% 45% 44%
42% 44%
40% 41%
41% 40%
35%
30%

Average Order Value on free shipping purchases was $95 during the 2011
holiday season. For non-free shipping purchases, it was $87.


Nearly 1 in 4 consumers purchased a gift via a deal-of-the-day site
this holiday season
Daily Deals As Holiday Gifts
Q. When thinking of this past holiday season, did you purchase any gifts via deal-of-the-day sites?
(Please select all that apply)
Source: comScore Survey – January 2012

Overall, 27% of men and 21% of women bought gifts via
deal-of-the-day sites this season

All consumers Men Women

13% 13%
12% 12%
10% 11%
10%
8%
5%

Yes, I purchased gifts via deal of the day Yes, I purchased a new deal this holiday Yes, I purchased a deal of the day as a
vouchers I had already purchased but not season & used it to buy a gift gift (i.e. gave the voucher itself as a gift)
used


Promotions targeted to Fans can significantly expand the viral impact
of social media to Friends of Fans

2011 Holiday Retail Promotion Analysis
Ratio of Friends of Fans Reached to Fans Reached for Leading U.S. Retailers
Source: comScore Social Essentials, U.S., November 2011

Viral Lift from 3.5x
Promotions 3.4x
1.76
1.53
2.7x
2.2x
0.92
0.67
0.50 0.45
0.31 0.34

Amazon Best Buy Target Walmart
Week Ending Oct. 19 Week Ending Nov. 30

For most retailers, a significantly higher percentage of Fans &
Friends of Fans visited the retailer‟s website

2011 Holiday Retail Promotion Impact Analysis: Week Ending Nov. 30
Percentage of Brand-Exposed Fans & Friends of Fans Who Visited Retailer Website
Source: comScore Social Essentials, U.S., November 2011

64%

Fans of Amazon were more than twice
as likely to have visited the brand’s site
than the general Internet user

36%
27%
22% 21%
18%
13% 12% 12% 14%
8% 9%

Amazon Best Buy Target Walmart
Total Internet Friend of Fan Fan


Key Takeaways


Key Takeaways
 Quarterly e-Commerce sales have increased by double digits Y/Y for five
straight quarters
– Online growth now nearly triple total retail sales, which means that $1 in every $10 of
discretionary spending will soon be spent online
– Channel shift to online has accelerated in 2011

 Overall consumer perception of the economy improving, albeit slowly, but
remains negative with unemployment and high prices top concerns.
 Smartphone adoption continues to explode: 6.5 million new phones activated in
Dec 2011, and overall 98 million people now use smartphones
– Smartphones & tablets used to buy and research competitive price / product features
while in-store, now accounting for 9% of Q4 dollars spent online
 Strong holiday e-commerce sales exceeded $37 billion, up 15% vs YA
 Free shipping growing in importance, far surpassing 50% of all transactions in
holiday season
– Has it become a cost of doing business?
– Negative impact on retailer profit margins?


QUESTIONS?

Please contact us at learnmore@comscore.com if
you have any additional questions or comments.


Thank You!
Note: A copy of this presentation will be sent to all attendees within 24
hours of today‟s webinar.

State of the U.S. Online Retail Economy in Q4 2011 (comScore) -Feb12

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