1、Cyber Monday 2017 - US November 27, 2017 2 2 2Source: Takeaways from Cyber Monday 2017 Cyber Monday and Black Friday proved that the US retail sector is being revitalized through “”omnishopping”: shoppers using multiple channels and devices for gift buying. The number of US online shoppers grew 4.8%

2、 while the number of purchasers grew 13.4%. The differential between those growth numbers indicates that shoppers had already done their “pre shopping” and were ready to buy when the big deals of Black Friday and Cyber Monday were implemented. Of the days in this holiday period Thanksgiving emerged

3、as the new ecommerce-driven holiday. Black Thanksgiving had the highest cart sizes of the season and the highest percent of mobile commerce. Cart sizes on Cyber Monday were an average of $149, with an average item price of $50. There was no difference between the value of an item bought on a compute

4、r vs a mobile phone. The conversion pattern for Cyber Monday shows that purchasing spiked at 9 AM EST, when shoppers got to work, lunch time (12 2 PM) and 9 PM in the hours before deals expired. The breakout gifts of the week based on what shoppers were searching for were Google Home Minis, Smart TV

5、s, Instant Pots, Legos, PS4s, Apple Watches and Fitbits. 3 3 3Source:Criteo Sponsored Products data 11/1 27 2017 Cyber Monday: US Shoppers grew 4.8% YoY on Cyber Monday CYBER MONDAY - US 3% -4% -1% 5% 17% 28% 39% 20% 8% 0% 5%5% 8% 4% 7% 4% 3% 3% 5% 8% 2% 4% 3% 4% 1% -1% 5% -10% -5% 0% 5% 10% 15% 20%

6、 25% 30% 35% 40% 45% Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday 11/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 11/1011/1111/1

7、211/1311/1411/1511/1611/1711/1811/1911/2011/2111/2211/2311/2411/2511/2611/27 Change in Shoppers YoY 4 4 4Source:Criteo Sponsored Products data 11/1 27, 2017 Black Friday: Purchasers increased 13.4% YoY CYBER MONDAY - US 23% 8% 6% 12% 50% 40% 54% 31% 12% 23% 24% 3% 29% 16% 22% 10% 9% -6% 4% 10% 3% 11

8、% 25% 13% 12% -10% 13% -20% -10% 0% 10% 20% 30% 40% 50% 60% Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday 11/1 11/2 11/3 11/4

9、11/5 11/6 11/7 11/8 11/9 11/1011/1111/1211/1311/1411/1511/1611/1711/1811/1911/2011/2111/2211/2311/2411/2511/2611/27 Change in User Purchasers YoY 5 5 5Source:Criteo Sponsored Products data 11/1 27, 2017 Cyber Monday: Purchasing peaked from 9-10PM EST CYBER MONDAY - US 3.2 2.2 1.5 1.3 1.0 1.2 2.2 4.0

10、 6.4 8.7 10.2 11.0 11.1 11.1 11.1 10.7 10.6 10.4 10.7 12.8 15.3 17.1 15.1 15.3 0 2 4 6 8 10 12 14 16 18 Purchaser Traffic Index Indexed to the Lowest Hour Midnight conversions Shoppers arrive at work Lunchtime plateau Dinner/ commuting dip Pre-bed buy Shoppers emerged from the holiday weekend ready

11、to buy and purchasing spiked as they arrived at work. There was a 9 PM EST purchasing frenzy as they rushed to buy before deals expired. Note: this data is collected on Eastern time and not normalized by time zone so 9 AM EST = 6 AM PST. 6 6 6Source: Cyber Monday cart size: on average $149; average

12、item was $50 Criteo Sponsored Products data, November 18, 2017: CYBER MONDAY - US $154 $161 $157 $137 $145 $150 $146 $156 $156 $116 $170 $146 $147 $148 $143 $145 $153 $133 $155 $174 $165 $158 $180 $168 $151 $145 $149 $43 $48 $49 $45 $44 $47 $46 $50 $50 $40 $60 $48 $47 $46 $45 $43 $51 $45 $55 $45 $48

13、 $45 $56 $53 $49 $50 $50 $0 $20 $40 $60 $80 $100 $120 $140 $160 $180 $200 11/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 11/1011/1111/1211/1311/1411/1511/1611/1711/1811/1911/2011/2111/2211/2311/2411/2511/2611/27 AOVUnit Price Cart size was slightly less than the November average of $155. Discounts wer

14、e typically at their highest point of the year, and shoppers may have already purchased their “big gifts” like TVs and gaming systems. 7 7 7Source: 33% of purchasing done on a mobile phone on Cyber Monday Criteo Sponsored Products data, November 18, 2017: Holiday First Look 61% 58% 56% 48% 49% 57% 5

15、8% 57% 56% 56% 48% 49% 57% 57% 57% 57%56% 46% 48% 56%55% 53% 45% 50% 48% 49% 58% 32% 32% 34% 39% 38% 33% 32% 33% 34% 33% 39% 38% 33% 33% 33% 33% 34% 41% 39% 34% 35% 37% 44% 40% 41% 39%33% 8% 10% 10% 13% 13% 10% 10%10%10% 12% 13% 13% 10% 10% 10% 11% 10% 12% 13% 10% 10% 10% 11%10%11% 12% 9% 0% 10% 20%

16、 30% 40% 50% 60% 70% 80% 90% 100% Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday Tuesday Wednesday Thursday Friday Saturday Sunday Monday 11/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 1

17、1/1011/1111/1211/1311/1411/1511/1611/1711/1811/1911/2011/2111/2211/2311/2411/2511/2611/27 Share of Purchasers By Device ComputerMobileTablet 8 8 8Source: The average unit price had little variation by device: $50 Criteo Sponsored Products data, November 18, 2017: CYBER MONDAY - US 2017 DateDevice ty

18、peAverage Order ValueAverage Unit PriceUnits/CartItems/Order 11/27 Computer $158 $50 3.2 2.6 11/27 Mobile $131 $50 2.6 2.3 11/27 Tablet $143 $49 2.9 2.5 Grand Total$148 $50 3.0 2.5 Cyber Monday Cart Stats By Device Shoppers are just as likely to buy high value items on a phone as a computer but comp

19、uters are for stocking up: they have 23% more units per cart than those on a mobile phone. 9 9 9Source:Criteo Sponsored Products data: November 1 - 24 2017 - US Breakout Gifts of Cyber Week In a world of Alexa devices, the Google Home Mini: a $29 Bluetooth speaker/virtual assistant was the term with

20、 the greatest increase in rank during Black Friday week Wearable electronics: Fitbits and Apple Watches were increasingly sought after There were two breakout small appliances: the Instant Pot, a new wave pressure cooker, and the air fryer, a healthier alternative to deep fat models. While interest

21、in tablet overall has waned, the iPad has successfully maintained its edge Under Armour was the breakout apparel & accessories brand for holiday gifting Black Friday Week Rank Term Increase in Rank Nov 1 - 18 vs Nov 19 - 24 34Google Home Mini1365 48Fitbit Charge 2935 47Call of Duty WW2276 50computer

22、s224 16iPad153 43Under Armour120 17Apple Watch Series 3115 40drone114 33sheets111 21PS4 games105 26Chromebook104 27xBox One Games103 42smart tv99 24xBox97 35headphones74 20Apple Watch68 14Instant Pot65 12hoverboard58 13air fryer54 38Samsung tv44 32Ugg34 44Pokemon33 39womens dresses22 37Michael Kors

23、handbags13 31womens sweaters13 7Playstation 413 49Paw Patrol11 45Keurig11 2PS411 BLACK FRIDAY - US 101010Source:Criteo Sponsored Products data: November 1 24, 2017 - US Black Friday Week Top Gifts by Search Volume TVs were the most sought after items during Black Friday week. With prices dropping ra

24、dically for smart TVs and UDTV, shoppers were in the midst of a massive upgrade cycle. The PS4 unseated the earlier top ranked Nintendo Switch as a gaming device for the first time this season. Fingerlings, the breakout toy of the season and the top ranked term overall early in November, have been u

25、nseated by the more expensive gifts like TVs, laptops and gaming systems that are typically bought on Black Friday (+ Fingerlings are sold out.) Home cooks may be getting an Instant Pot or an air fryer this holiday. boots xBox Baby Alive Pioneer Woman PS4 games Apple Watch Barbie Nike Apple Watch Se

26、ries 3 iPad Hatchimals Instant Pot air fryer hoverboard Fingerlings Nintendo Switch Lego Xbox One Playstation 4 Fitbit Christmas trees womens boots laptops PS4 tvs Top 25 Retail Search Terms Black Friday Week BLACK FRIDAY - US 111111Source:Criteo Sponsored Products data: July 1 October 31 2017 - US

27、Top Gifts of 2017 Here are the breakout gifts of Holiday 2017 based on their increase in search volume since July. 1.Fingerlings 2.LOL Surprise 3.Hatchimals 4.Legos 1.Christmas pajamas 2.Adult onesies 3.Michael Kors handbags 1.Nintendo Switch 2.PS4 3.Xbox One 1.Fitbit 2.Instant Pot 3.Apple Watch 4.S

28、mart TV 5.UHDTV/4K 12 About the Criteo Retail Data US Shoppers: Unique users seen on our network in a given time period Purchasers: Unique users that complete a transaction on our network AOV: Average order value of a completed transaction Data represents billions of product searches and millions of

29、 completed transactions on retail sites. Data is compiled from retailers in the Criteo Sponsored Products network, which in the US includes retailers such as: Walmart, Target, Best Buy, Toys R Us, Kohls, Costco, Kmart, Wayfair and Macys. Sponsored Products are ads for specific items that appear rele

30、vant to the shopper and to what they are shopping for. Brands buy the ads to increase awareness and drive sales of their goods wherever they may appear on these retail sites. They buy on a CPC (cost per click) model and bid on keyword terms like for paid search placements. Criteo has access to actua

31、l shopper data so that the company can calculate which sales result from an ad impression run on the retail network. The data is all non personally identifiable and used in aggregate. 131313 About Criteo Criteo (NASDAQ: CRTO), the leader in commerce marketing, is building the highest performing and

32、open commerce marketing ecosystem to drive profits and sales for retailers and brands. More than 2,700 Criteo team members partner with 17,000 customers and thousands of publishers across the globe to deliver performance at scale by connecting shoppers to the things they need and love. Designed for commerce, Criteos Commerce Marketing Ecosystem sees over $550 billion in annual commerce sales data. For more information, please visit . For information on commerce marketing and updates on Holiday 2017 throughout the season go to: