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Online Holiday Sales Pass $29 Billion

JANUARY 10, 2008


Jeffrey Grau, Senior Analyst

FBLI
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US online spending during the 2007 holiday season (November and December) totaled $29.2 billion, a 19% increase over 2006, estimates comScore.

comScore said that “Green Monday” (Monday, December 10) was the season’s heaviest spending day online, ringing up $881 million in sales, a hefty 33% increase over the same day in 2006.

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Online spending was also heavy on other notable days such as Thanksgiving, Black Friday and Cyber Monday. For each of these days, year-on-year sales growth exceeded the 19% growth rate for the entire holiday season. One explanation for this is that consumers held back spending in early November in anticipation of big promotions offered later in the holiday season.

“Ultimately, the softness in the growth of online retail sales during the first ten days of November proved difficult to overcome and prevented the season’s growth rate from reaching our forecast of 20%," said Gian Fulgoni, Chairman of comScore.

US Holiday Season Retail E-Commerce, by Shopping Period, 2006 & 2007 (billions and % change (1))

comScore’s online holiday sales growth rate closely approximates eMarketer’s forecast of 18.5%, published in November 2007. While 18.5% growth is considered strong by most analysts, it is a noticeable drop off from the prior year’s 24.8% rate and is the lowest online holiday sales growth rate since at least 2003. Two reasons for forecasting slower growth were a maturing e-commerce sector and a more difficult economic time for consumers.

US Retail E-Commerce Holiday Season Sales, 2003-2007 (billions and % increase vs. prior year)

Forrester Research and JupiterResearch also released pre-holiday season projections that online sales would increase by at least 20%. Much of the variation in sales and growth rates is due to different research methodologies.

Unlike eMarketer and Jupiter, both of which define the holiday season as November and December, Forrester considers the holiday season as Thanksgiving to Christmas, the period when online spending appears to have ramped up. Forrester’s forecast also included online auctions sales, which were excluded from eMarketer’s estimate.

Comparative Estimates: US Retail E-Commerce Holiday Season Sales, 2007 (billions and % increase vs. prior year)

Forecasts of total US retail sales growth (the vast majority of which are store sales) for the 2007 holiday season paled in comparison with forecasts of online holiday sales. The consensus among leading research organizations was for sales growth in the 4%-to-5% range.

Comparative Estimates: US Holiday Season Retail Sales Growth, 2007 (% increase vs. prior year)

The eMarketer Multi-Channel Retailing report will be published in February 2008. Click here to be notified when it is released.  

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