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Deep Dive into Customer Segmentation (Part 1 of 2)

Tom Spencer

Think about apparel products: in many countries, stores are still the primary place to buy clothes whereas in China, physical stores are in decline in favour of e-commerce. Due to the boom of the internet, nearly one third of apparel and footwear was sold online in 2018 (vs 1% in 2010). Psychographic segmentation.

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December Retail Sales Negative; Other Economic Data Horrid

MishTalk

Despite glowing reports of last minute Christmas sales, none of which I believed, December retail sales are best described as awful. Apparel was a standout, down 0.9%. Retail sales proved disappointing in December, down 0.1 Retail sales proved disappointing in December, down 0.1 Ex-auto sales also fell 0.1

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Retail Sales Weaker Than Expected, Led by Autos; Car Boom Ending?

MishTalk

This month the retail sales consensus expectation was for a 0.3% In addition, last month's retail sales were revised lower to +0.0% Nonetheless Bloomberg managed to put an amazing amount of lipstick on today's report. Retail sales slowed in October but fundamentally remain solid. Sales rose only 0.1 for the month.

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Wholesale Trade Inventories Surge Led By Autos

MishTalk

Autos are the sales Energizer bunny. percent rise in September sales that keeps the stock-to-sales ratio for wholesalers unchanged at 1.31. percent rise in September sales that keeps the stock-to-sales ratio for wholesalers unchanged at 1.31. Excluding autos, the stock-to-sales wholesale ratio is unchanged at 1.27.

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Wholesale Trade: Another Bad Report, Inventories Decline, Prior Month Revised Way Lower; Expect Negative Revisions to 3rd and 4th Quarter GDP; What About Autos?

MishTalk

percent in October against no change for sales, keeping the stock-to-sales ratio for this sector unchanged at 1.31. percent decline for sales. Inventory builds reflecting falling sales include metals and autos, though strong sales of the latter at the retail level point to a bounce back for related wholesale sales.

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Severe Weather Threatens Businesses. It’s Time to Measure and Disclose the Risks

Harvard Business

When weather conditions are on average adverse over days, weeks, or entire seasons, shortfalls in sales cause reduced cash flows and can lead to financial distress and business failure. In the apparel sector, for instance, the unusually warm winter temperatures across Europe and the U.S. These disruptions add up. alone, or 3.5%

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Black and Blue Friday Coming Up

MishTalk

Appliances, entertainment items, infant products and hardware showed narrowing discounts, MarketTrak reported, while promotions for apparel, toys and electronics were getting bigger. Consumers were cautious going into the holidays, with sales at Macy's, Nordstrom Inc and Best Buy missing expectations in recent quarterly results.