IO_Summer_21

U.S. Click-and-Collect Sales, 2020 Retailers 2020 $Billions YoY Change % of Total Walmart $15.10 109.3% 20.8% The Home Depot $10.82 116.5% 14.9% Best Buy $7.79 147.9% 10.7% Target $6.08 192% 8.4% Lowe’s $4.44 157% 6.1% Macy’s $1.31 101% 1.8% Nordstrom $0.88 74.7% 1.2% Total of top retailers $46.42 128.4% 64% Source: eMarketer Inside Outdoor | SUMMER 2021 10 Small Business Boom Business is picking up for most brick- and-mortar businesses as pandemic-era limitations are lifted, but the data science team at Zenreach have even better news for small and specialty retailers and res- taurants. Since the beginning of the year through April, foot traffic to small brick-and- mortar businesses increased by 38% com- pared to the 20% increase among enter- prise-level brick and mortar organizations. “This is a huge win and very encouraging for small business owners of retailers and restaurants,” said Megan Wintersteen, vice president of marketing at Zenreach. “With the economy still having a long way to go to recover, it’s promising to see small busi- nesses resonating with consumers more than larger restaurants and retailers.” Camping Continues to Crush It It’s estimated that more than 10 million households camped for the first time in 2020, and 2021 may end up being a bigger year for camping. Measuring demand by the number of consumers shopping on Amazon at a given time, researchers at Pattern Data Science found that demand for camping gear heading into March 2021 was higher than seen in both 2020 and 2019. Click-and-Collect Goliaths Seven major click-and-collect multichannel retailers accounted for 64% of red-hot click-and-collect sales in the U.S. in 2020, according to counts compiled by eMarketer. Together, these companies reaped more than $46 billion in click-and-collect sales. It should be noted, however, that not all of the brands on this list are considered “major ecom- merce players,” nor are in the top 10 for general retail sales. Still, these seven companies provide the models for capitaliz- ing on the spike in interest in click-and-collect. Analysts at eMarketer expect click-and-collects sales to maintain double- digit growth through 2024. DATA POINTS NUMBERS WORTH NOTING DATA POINTS NUMBERS WORTH NOTING GenZ Millenials Nights Spent Camping By Age Household Income 3 or fewer 4 to 7 8 to 14 15 to 30 More than 30 GenX Baby Boomers Silent/Mature 17% 17% 25% 5% 12% 41% 17% 18% 14% 10% <$25,000 $25,000 to $49,999 $50,000 to $74,999 $75,000 to $99,999 $100,000+ 25% 36% 26% 10% 3% 74% 68% 63% 11% 12% 12% 13% 5% 7% 4% 5% 6% 3% 8% 9% Campers n 2016 All Campers in 2019 All Campers in 2020 Comparing Monthly Demand for Camping Gear 2019 - Mar 2021 Source: Pattern Data Science SMB vs Enterprise Foot Traffic Percent Change, January 1, 2021 Source: Zenreach Pre-pandemic Runners Source: RunRepeat Competition or achievement Social interaction Mental or emotional health Physical h 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 70.00% 34.73% 16.90% 61.66% 7 Pre-pandemic runners 2019 2020 2021 New-pandemic runner 18,000,000 on Amazon U.S. marketplace 16,000,000 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 60% 50% 40% 30% 20% 10% 0% 01/11 01/25 02/08 02/22 ENT SMB 03/08 03/22 04/05 04/19 22.83% 11.59% 64.00% 54.52% Nights Spent Camping Income 3 or fewer 4 to 7 8 to 14 15 to 30 More than 30 41% 17% 18% 14% 10% <$25,000 $25,000 to $49,999 $50,000 to $74,999 $75,000 to $99,999 $100,000+ 25% 36% 26% 10% 3% 74% 68% 63% 11% 12% 12% 13% 5% 7% 4% 5% 6% 3% 8% 9% All Campers in 2016 All Campers in 2019 All Campers in 2020 l other Comparing Monthly Demand for Camping Gear 2019 - Mar 2021 Source: Pattern Data Science 59% % SMB vs Enterprise Foot Traffic Percent Change, January 1, 2021 Source: Zenreach Source: RunRepeat Competition or achievement Social in 0.00% 10.00% 20.00% 30.00% 40.00% 50.00% 60.00% 34.73% 16.90% Pre-pandemic run 2019 2020 2021 18,000,000 on Amazon U.S. marketplace 16,000,000 14,000,000 12,000,000 10,000,000 8,000,000 6,000,000 Jan Feb Mar Apr May Jun Jul Aug Sep 60% 50% 40% 30% 20% 10% 0% 01/11 01/25 02/08 02/22 ENT SMB 03/08 03/22 04/05 04/19 22.83%