Christmas In July:
Retailing's biggest season starts earlier every year, and so do the opportunities

Sometimes the numbers tell the story, and this year that story is all about the shift up to an earlier, deeper and bigger holiday season, making the last four months of the year more important than ever.  As Wharton marketing professor Stephen Hoch says, "It's like a mini-arms race.  The competition means nobody wants to be second."

For several years, the trend has been toward a holiday season that starts almost as soon as Labor Day is over.  One reason is logistics: a longer season allows retailers to smoothly bring products into the store without extra hiring.  Building capacity early avoids spikes in the supply chain and gives managers that all important "read and react" opportunity so that fast sellers can be restocked quickly. 

At the same time, the end of the four month period is getting more important.  Last year, sales for the week ending December 24 increased a whopping 25.5% over the same period in 2004.  In fact, Friday the 23rd of December was the second biggest shopping day of the year, behind only "Black Friday," the day after Thanksgiving. (Source: ShopperTrak, National Retail Sales Estimate).

The effect of these changes can be seen in this summary of annual retail sales patterns.  The last four months of the year now accounts for over 40% of sales. 

This shift toward end of year buying is also occurring over a broad range, with October and November also showing increases compared to previous years.  The implications: shoppers, spurred on by early season bargains and other factors are both creating and adjusting to the longer year-end season.

But seasonality is not the only shift in consumer preferences.  According to Retail Forward, the number of stores Americans frequented is falling, from an average of 20.1 in 2003 to 17.2 today.  This consolidation, driven by time constraints and higher gas prices, means that the stores that retain foot traffic are filling the void by offering a greater variety of products than ever before.

As a result of these changes, shoppers are becoming more open to promotions and impulse buying.  In a recent survey, commissioned by the International Council of Shopping Centers, it was found that 48% of consumers spent more than they anticipated for holiday gifts, a total of $620 on average.

As a wholesale buyer of merchandise for dollar stores or discount stores, this all means you need to be ready for shoppers, who will start looking for Christmas items earlier in the year.  If you have it, they'll buy it.  If you don't, they'll get it somewhere else.

The bottom line for retailers is clear.  The last four months of the year offer opportunities that simply don't exist at other times, as shoppers begin to look early for bargains in stores that give them the widest possible range of choices.  By stocking early, managers can capitalize on these trends and derive maximum sales from their supply chain.

 

 


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