Retail's 7th Annual BIG Breakfast for 2021

We would like to acknowledge the Gadigal
people of the Eora Nation, the traditional
custodians of this land we gather on today.

GARY JOHNSTON
Inmemoryof...
FOUNDER OF JAYCAR
1949-2021

16TH
17TH
18TH
19TH
20TH
21ST
22ND
23RD
O
ffi
cials warn 150,000 Australians could die under worse-case scenarios.
Australians overseas urged to come home.
Australians advised not to travel overseas - Anzac Day ceremonies cancelled and Universities
told to reduce number of students in lectures.
Reserve Bank and government inject $105B into the banking sector. Qantas grounds its
international
fl
eet.
International borders closes. Banks announce they will defer loan repayments. Federal budget
delayed until Oct.
National outrage as thousands defy social distancing rules at Bondi Beach.
$66.1b in stimulus unleashed including $550-a-fortnight coronavirus supplement. National cabinet
agrees that night to close pubs, gyms, cinemas, churches; restrict cafes, restaurants and takeaway.
Lockdown starts with long lines forming outside Centrelink o
ffi
ces. Total cases in AUS hit 364.
THE COUNTDOWN TO LOCKDOWN, A WHOLE YEAR AGO…
MARCH
2020

“THERE ARE
DECADES WHERE
NOTHING HAPPENS;
AND THERE ARE
WEEKS WHERE
DECADES HAPPEN.”
Vladimir Lenin

On average it takes 66 days*
to build a habit. The range
being 18 to 254 days.

We’re at day 370 and moved
out of level 3 restrictions on day
58. With the expectation life
won’t return to normal until
January ’22 or day 646.

Source: University College London in European Journal of Social Psychology
Wecana
ss
umeamajority
ofbehaviourwi
ll
change...

TOP 5 ACCELERATORS
SUBSCRIPTION
STREAMING
WORK LIFE
REBALANCE
RE-COMMERCE SHOPPING LOCAL
DIGITAL COMMERCE

SUBSCRIPTION
STREAMING
WORK LIFE
REBALANCE
DIGITAL COMMERCE
#1 DIGITAL COMMERCE

THE RISE OF DIGITAL COMMERCE
U.S ECOMMERCE PENETRATION
 
(% OF RETAIL SALES 2009-2020)
*SOURCE: BANK OF AMERICA U.S DEPARTMENT OF COMMERCE

SUBSCRIPTION
STREAMING
WORK LIFE
REBALANCE
DIGITAL COMMERCE
#2 RE-COMMERCE

*SOURCE: GLOBALDATA COVID SURVEY, GOOGLE, ACCENTURE
THE COVID PANDEMIC HAS MATCHED CONSUMER
BEHAVIOUR TO ATTITUDE
88%
adopted a new thrift hobby
during covid (kitchen garden,
mending clothes, reselling
clothes,
4,550%
increase in Google searches for
‘How to live a sustainable
lifestyle’
64%
of global survey respondents are
more interested in reducing food
waste
33%
the number of full time workers
pre-covid that want to return to
the office

GARTNER PREDICTS THAT BY 2029, THE CIRCULAR
ECONOMY WILL BE THE ONLY ECONOMY,
REPLACING WASTEFUL LINEAR ECONOMIES.
*SOURCE: GARTNER PRESS RELEASE

*SOURCE: GLOBALDATA MARKET SIZING VIA THRED UP
RESALE IS EXPECTED TO REPLACE FAST FASHION BY 2029
0
13
25
38
50
2009 2019 2029
US$43B
US$36B
US$22B
US$36B
US$21B
US$10B
US$44B
US$7B
US$0B
Resale
Traditional Second hand
Fast Fashion
GLOBAL RESALE, SECONDHAND + FAST FASHION MARKETS

SUBSCRIPTION
STREAMING
WORK LIFE
REBALANCE
DIGITAL COMMERCE
#3 SHOPPING LOCAL

SUPPORTING LOCAL BUSINESSES WAS THE THIRD HIGHEST
REASONS FOR CONSUMERS SHOPPING AT A NEW RETAILER/
STORE/WEBSITE IN THE PAST 3 MONTHS
REASONS FOR SHOPPING AT A NEW RETAILER/STORE/
WEBSITE IN THE PAST 3 MONTHS
*SOURCE: MCKINSEY & CO COVID-19 CONSUMER PULSE SURVEY
Better prices/promotions
Better value
Supporting local businesses
Better shipping/delivery costs
Offers good delivery/pick up options
Better quality
More easily accesible from my home
Less crowds/shorter lines
I can get all the items I need in one place
Offers natural/organic options
Cleaner/has better hygiene mesaures
The company treats their employees well
0% 11% 23% 34% 45%

SUBSCRIPTION
STREAMING
WORK LIFE
REBALANCE
DIGITAL COMMERCE
#4 SUBSCRIPTION STREAMING

*SOURCE: STATISTA
WE LIVE IN UNCERTAIN TIMES WITH RESTRICTIONS ON WHAT WE CAN DO SOCIALLY AND
MANY PEOPLE ARE TURNING TO ENTERTAINMENT FOR RELAXATION, CONNECTION,
COMFORT AND STIMULATION, JUST LOOK AT NETFLIX'S GROWTH IN SUBSCRIBERS…
Number
of
Netflix
Paid
Subscribers
(M)
55
110
165
220
2
0
1
3
Q
1
2
0
1
3
Q
2
2
0
1
3
Q
3
2
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Q
4
2
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1
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Q
1
2
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Q
3
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1
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Q
4
2
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Q
1
2
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1
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Q
2
2
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1
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Q
3
2
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Q
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2
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6
Q
1
2
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1
6
Q
2
2
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1
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Q
3
2
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1
6
Q
4
2
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1
7
Q
1
2
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7
Q
2
2
0
1
7
Q
3
2
0
1
7
Q
4
2
0
1
8
Q
1
2
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1
8
Q
2
2
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1
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Q
3
2
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8
Q
4
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9
Q
1
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Q
2
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Q
3
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Q
4
2
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0
Q
1
2
0
2
0
Q
2
2
0
2
0
Q
3
2
0
2
0
Q
4
NUMBER OF NETFLIX PAID SUBSCRIBERS WORLDWIDE

GEN Z

(1995 & After)
Millennial
 
(1980-1994)
Gen X

(1965-1979)
Interested in content
provided by these services
47% 44% 39%
More affordable than cable or
satellite television
42% 41% 38%
More convenient to use these
services (mobile, TV, etc.)
32% 29% 28%
TOP REASON(S) FOR USING MORE STREAMING SERVICES IN 2021 BY GENERATION

SUBSCRIPTION
STREAMING
WORK LIFE
REBALANCE
DIGITAL COMMERCE
#5 WORK LIFE REBALANCE

WORKING FROM HOME BEFORE AND DURING THE HEIGHT OF COVID-19
THE WORKPLACE WAS DISRUPTED BY COVID, WITH THE GOVERNMENT
ENCOURAGING EMPLOYEES TO WORK FROM HOME (WHERE PRACTICAL)

STUDIES SHOW AUSTRALIANS
WANT TO CONTINUE TO
WORK FROM HOME EVEN
AFTER THE PANDEMIC.

ON AVERAGE, EMPLOYEES
WANT TO WORK IN THE
OFFICE 3 DAYS A WEEK AND
WORK FROM HOME THE
OTHER 2 DAYS.
*SOURCE: OPINION SURVEY - UNIVERSITY OF SYDNEY

23
"FOR EVERY REACTION THERE IS AN EQUAL
AND OPPOSITE REACTION.”
- ISAAC NEWTON

INTERNATIONAL
 
TRAVEL
CHINESE
 
SUPPLY
IMMIGRATION/
POPULATION GROWTH
HIGHER
EDUCATION
INCOME GROWTH
TOP 5 DE-ACCELERATORS

*SOURCE: AUSTRALIAN BUREAU OF STATISTICS
In 2020, more people left
Australia than arrived - this is
the
fi
rst migration out
fl
ow since
the end of World War II.
Behavioural responses to the
pandemic will keep immigration
well below preceding levels for
at least several years.

22.6%
26.7%
46.3%
40.5%
34.3%
*SOURCE: UNIVERSITY RANKINGS - OFFICIAL # INTERNATIONAL STUDENT ENROLMENT
Just two years ago, prior to the
pandemic, the university sector
pulled in about $37 billion in
revenue.
 
 
According to the latest data
from the peak body, that
dropped by $1.8 billion last year
and at least 17,300 jobs were
lost; a mixture of casual, part
time and permanent positions.
PRE-COVID NUMBER OF OVERSEAS
STUDENTS AS % OF TOTAL STUDENTS
*SOURCE:ABC NEWS

INTERNATIONAL
 
TRAVEL
CHINESE

SUPPLY
IMMIGRATION/
POPULATION GROWTH
HIGHER
EDUCATION
INCOME GROWTH
#5 CHINESE SUPPLY

94% OF FORTUNE 1000 COMPANIES HAVE EXPERIENCED
CORONAVIRUS SUPPLY CHAIN DISRUPTIONS

THE PANDEMIC HIGHLIGHTED JUST HOW MANY GLOBAL
SUPPLY CHAINS RELY ON OFFSHORE MANUFACTURING

#1 INCOME
GROWTH

#2 IMMIGRATION/

POP GROWTH
#1 INCOME
GROWTH

#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH

#4 INTERNATIONAL
 
TRAVEL
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
#4 INTERNATIONAL
 
TRAVEL

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
TOP 5 ACCELERATORS
#4 INTERNATIONAL
 
TRAVEL

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
#5 WORK LIFE
REBALANCE
TOP 5 ACCELERATORS
#4 INTERNATIONAL
 
TRAVEL

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
#4 SUBSCRIPTION
STREAMING
#5 WORK LIFE
REBALANCE
TOP 5 ACCELERATORS
#4 INTERNATIONAL
 
TRAVEL

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
#4 SUBSCRIPTION
STREAMING
#5 WORK LIFE
REBALANCE
#3 SHOPPING
LOCAL
TOP 5 ACCELERATORS
#4 INTERNATIONAL
 
TRAVEL

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
#4 SUBSCRIPTION
STREAMING
#5 WORK LIFE
REBALANCE
#2 RE-
COMMERCE
#3 SHOPPING
LOCAL
TOP 5 ACCELERATORS
#4 INTERNATIONAL
 
TRAVEL

#5 CHINESE
 
SUPPLY
#2 IMMIGRATION/

POP GROWTH
#3 HIGHER
EDUCATION
#1 INCOME
GROWTH
#4 SUBSCRIPTION
STREAMING
#5 WORK LIFE
REBALANCE
#2 RE-
COMMERCE
#3 SHOPPING
LOCAL
#1 DIGITAL
COMMERCE
TOP 5 ACCELERATORS
#4 INTERNATIONAL
 
TRAVEL

50
THERE’S NO FUTURE

IN TOEING THE LINE

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1
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Proprietary & Confidential
Marie Driscoll | MarieDriscoll@coresight.com
The Future of Retail:
A Look at 2021 and Beyond

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2
Introduction to Coresight Research
The New Consumer
Behaviors that Will Stick
Behaviors that Will Revert
Retail in 2021
Longer-Term Opportunities
Today’s Discussion

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3
Coresight Research is a research and advisory firm at the intersection of retail
and technology. We provide leading retailers, brands, technology companies
and investors with insights, data and advice to anticipate change and profit
from the disruption reshaping the global retail landscape.

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4
The Coresight Research Advantage
New York
London
Mangalore
Hong Kong
Shanghai
San Francisco
Nigeria
Tel Aviv
Deep retail expertise
• Founded by Deborah Weinswig, top ranked
retail analyst and influencer
• Senior team with experience as retail
executives, advisors and analysts
Global reach
• Offices in New York, San Francisco,
London, Tel Aviv, Hong Kong, Shanghai,
Mangalore, India and Nigeria
Industry leadership
• Extensive network of retail executives and
influencers
• Spearheading new retail concepts such as
the 10.10 Shopping Festival

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5
The New Consumer
Retail in 2021

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• We expect US e-commerce sales to
reach over $770 billion in 2021
• “Shop more online, less in stores” is
most likely to be retained by
consumers in the long run
• Consumers are not just switching
spending online; they are also
diversifying the online channels and
modes of interaction where they
spend time and money
Behaviors that Consumers Plan To Retain
Source: Coresight Research
THE NEW CONSUMER: BEHAVIORS THAT WILL STICK
Consumers Spending More Time and Money on Digital Channels
CORESIGHT
RESEARCH
PROPRIETARY
DATA

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• Environmentally conscious: 29% of US
consumers report that the pandemic has
made sustainability more of a factor to them
when shopping
• Health and wellness focused: Consumers
increasingly value health and wellness, and
are taking the management of these areas
into their own hands
• Socially conscious: Consumers take the
identities of their brands very seriously,
seeking brands that reaffirm their values;
brands that do not articulate a clear brand
identity get lost in the noise
Whether the Crisis Has Made Sustainability More or Less of a
Factor When Shopping for US Consumers (% of Respondents)
The Proliferation of Conscious and Healthy Consumers
CORESIGHT
RESEARCH
PROPRIETARY
DATA

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• As of late February 2021, 36% of US
households had at least one adult substitute
some or all of their typical in-person work
for telework because of the coronavirus
pandemic
• We estimate that US livestreaming
e-commerce will be a $6 billion+ market in
2021, as consumers look for more
stimulated online experiences to replicate
the joy of in-store shopping
• Consumers are not just switching
spending online; they are also diversifying
the online channels and modes of
interaction where they spend time and
money online
14.9%
19.0%
34.7%
61.4%
Less than high school
High school or GED
Some college/associate's degree
Bachelor's degree or higher
Proportion of Households with At Least One Member Substituting
Telework for In-Person Work, by Education Level of Worker (%)
Source: US Census Bureau
New Home-Based Modes of Work, Shopping and Entertainment

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The New Consumer
Retail in 2021

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• When consumers are able and
confident to travel, enter entertainment
venues and restaurants, they are likely
to want to resume their prior behaviors
• Once consumers view the pandemic as
no longer a threat, the spending ratio of
goods to services will likely revert to the
prior trend
• According to Coresight Research’s US
Consumer Tracker, nearly half of US
consumers currently expect to behave
differently or retain a changed way of
living in the long term, although this
percentage has been eroding over time
(from 67% in June 2020 to 45% in
February 2021)
0.53
0.51
0.48
0.48
0.49 0.49 0.49
0.49
0.47
0.46 0.46 0.45
0.45
0.49
0.40
0.42
0.44
0.46
0.48
0.50
0.52
0.54
07 08 09 10 11 12 13 14 15 16 17 18 19 20
Declining Trend
Ratio of US Consumer Spending on Goods vs. Services
Source: BEA/Coresight Research
Year
Goods
to
Service
Spending
Ratio THE NEW CONSUMER: BEHAVIORS THAT WILL REVERT
Spending Shifts Back to Services from Goods

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• In 2020, essential retailers saw solid
growth, while many discretionary
sectors struggled even as overall
retail sales increased by 6.8%
• Once consumer behaviors revert to
normal patterns, pent-up demand will
likely boost spending in out-of-favor
sectors such as clothing and
electronics
(26.4)%
(14.3)%
(5.3)%
2.5%
5.5%
13.9%
11.5%
6.6%
1.7%
Clothing and Accessories
Electronics
Furniture
General Merchandise
Sporting Goods
Building Supplies
Food and Beverage
Warehouse Clubs
Health & Personal Care
Non-Essential
Essential
Source: US Census Bureau
Retail Sales Change in 2020, by Selected Category (%)
THE NEW CONSUMER: BEHAVIORS THAT WILL REVERT
Spending Shift from Essential to Non-Essential Retailers

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• Consumers are slowly returning to
cities: Over the second half of winter,
Apple data suggest a surge in foot
traffic on streets in New York City
• In January 2021, rent in New York
City (as measured by the Zillow
Observed Index) rose for the first time
since before the pandemic
Source: Apple/Zillow
Daily Requests for Walking Directions in New York City
(Seven-Day Average; January 13, 2020 = 100)
THE NEW CONSUMER: BEHAVIORS THAT WILL REVERT
Suburbanization to Re-Urbanization
50
55
60
65
70
75
80
Feb 1 Feb 8 Feb 15 Feb 22 Mar 1 Mar 8 Mar 15

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The New Consumer
Retail in 2021

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Source: Company reports/Coresight Research
Mar. 5
Announces plans
to spin off Saks
online
Mar. 3
Announces plans
to close at least
20% of stores
Feb. 25
Exits bankruptcy
one day after filing
Mar. 4
Activists seek to
take over board
Mar. 3
Announces it
will be acquired
by PE firm Apollo
Feb. 18
Announces plans
to exit US market
Mar. 3
Announces plan to
invest $350B in US
manufacturing
Feb. 28
Makes two key
fintech hires
Feb. 2
Announces plans
to create a SPAC
RETAIL IN 2021
How We Started 2021: Recent Key Retail Events

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Source: The Brookings Institute/MyMove/S&P
300,000
Projected fewer
births in the US
in 2021
>10%
Year-over-year
rise in home
prices
200,000
Residents lost
by New York,
Los Angeles,
Chicago and
San Francisco
in 2020
RETAIL IN 2021
2021 US Macro Overview

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4,689 3,280
2,409 4,000
(9,832)
(8,745)
(2,261)
(10,000)
2019 2020 2021YTD 2021E
Openings Closures
Top 2021 YTD Announced US
Store Openings by Sq. Ft.
1. Dollar General
2. Tractor Supply
3. Aldi
4. Costco
5. Five Below
CORESIGHT
RESEARCH
PROPRIETARY
DATA
Top 2021 YTD Announced US
Store Closures by Sq. Ft.
1. Macy’s
2. Fry’s Electronics
3. Bed, Bath & Beyond
4. JCPenney
5. 7-Eleven
RETAIL IN 2021
Heavy Store Closures Continuing Throughout 2021

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Fulfillment Hub
BOPIS and curbside options
Micro-fulfillment centers
New store designs
Empowered Associates
Automated stocking
Analytics-enhanced
inventory management
Data Driven
Leveraging consumer data to
customize experiences
Integrating data across the supply chain
New Technology
AR and VR technology
Contactless payments
Dynamic displays and promotions
THE REIMAGINED
STORE
RETAIL IN 2021
Reimagining the Store

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Forward
and Reverse
Logistics
Online and
Digitally Native
Brands
CBD Specialty
Stores
Healthcare
Tenants
Grocery
Tenants
Mall Tenant-Mix
Diversification
RETAIL IN 2021
Repurposing of Mall Real Estate

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The New Consumer
Retail in 2021

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1
2
3
4
5
The Convergence of Retail and Healthcare
Explosion of Digital Consumer Health Management
New Ways To Shop
Technology-Turbocharged Retail Is Coming
Fintech Is Sidelining Traditional Financial Institutions
6
Local Manufacturing and Supply Chain Modernization
RETAIL IN 2021
Six Key Future Retail Trends

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1
LONGER-TERM OPPORTUNITIES
Convergence of Retail and Healthcare, Online and Offline

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5.8
8.2
7.5
14.1
0.3 0.7 0.6
1.8
2017 2018 2019 2020
VC Funding
(USD Bil.)
Total Digital Health Digital Behavioral Health
Clinical Services Going Online
$140 million
$110 million $100 million
34%
Three-Year CAGR
82%
Three-Year CAGR
Mindfulness Going Mainstream
Source: Rock Health
Multiple CBD
Acquisitions
Total Digital
Health
Digital Behavioral
Health
2
Explosion of Digital Consumer Health Management,
Particularly in Behavioral Health

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Shopping Festivals Livestreaming Adaptive/Inclusive
3
New Ways To Shop

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Resiliency Agility Diversity
4
Local Manufacturing and Supply Chain Modernization

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Shopping in Virtual Reality Personalized Digital Signage Mobile Stores
5
Technology-Turbocharged Retail Is Coming

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Disrupting Multiple Sectors Coming Acceptance
of Cryptocurrencies
Nigeria—A Leading
Global Fintech Center
6
Fintech Is Sidelining Traditional Financial Institutions

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Thank you!
Marie Driscoll, CFA
mariedriscoll@coresight.com

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NRF2U
Key Takeaways for
NRF2021 Chapter One

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Google Slides does not have
an image placeholder
option.
Please place an image of
speaker over this circle
manually. Place Logo in
circle below.
James Johnson
Director, Retail Industry Strategy

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#1 Reversed role of
online & store
#2 Rise of the low touch
economy
#3 Shoppers expect
next level service
Overview of Key Takeaways
Key themes shared by retailers at NRF2021...
#4 Social responsibility
is no longer optional

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Takeaway #1
Reversed role of online
& store
Physical retail is becoming the support system for ecommerce with click &
collect systems and returns (or dark stores for fulfillment)
The pandemic period reversed the
roles of online and physical stores,
where online became more
interactive and social, whereas
stores have become more
transactional and convenient by
design
Online interactions are the one and only channel to personalise and
spend time on “shopping”

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Takeaway #2
Rise of the low touch
economy
The pandemic has given the rise to
a “low touch” economy where
consumers (and employees) would
avoid contact and large crowds and
instead prefer experiences to be
virtual and/or contactless
Cornershop in London featuring
virtual try-on technology
Amazon taking contactless payment
to the next level
Stores used as content creation hub to
generate more online sales
Robots to replace stocking and
shelf label changes

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Takeaway #3
Shoppers expect
next level service
Consumer habits have been
dramatically shifted by the
pandemic and it is likely to be the
“new normal”, leaving old habits
behind and new expectations
ahead that is faster, easier, and
personalised
Smart City Concepts and 5G will reshape the way shoppers experience
last mile delivery and on-demand pop-up stores
Service is the new product for shoppers with subscriptions, and hyper-
personalisation is powered by AI

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Takeaway #4
Social
responsibility is no
longer optional
Pandemic has shown the
vulnerability and impact of
capitalism, making it imperative
for businesses, especially retailers,
to secure the safety, health, and
livelihood of employees - and be
active on social and climate justice
Social justice and giving back to the local community was a key
cornerstone for Lowe’s during the pandemic
IKEA and H&M both promote sustainable products and practices to
environment conscious consumers

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Key Take Outs from Industry Leaders
“There is a real behavior shift to digital. We don’t think this will go away”
Celeste Burgoyne, Global Innovation @ Lululemon
“The sooner we accept that physical retail will become the supporting act to virtual commerce, the sooner we
can press the hard reset button and grow”
Kate Ancketill, CEO @ GDR
“It should be so low effort to shop, so intuitive, that the customer cannot see how seamless the backend
system is”
Marvin Ellison, CEO @ Lowes

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Key Take Outs from Industry Leaders
“Retail is still detail. The number of avenues to access retail has exploded - so the number of details has too”
Fokke de Jong, CEO @ Suitsupply
“Folks don’t internalise how tech is developing - in 5 years haptic phone screens where you can feel the texture
of materials will be the default”
Niraj Shah, Co-founder and CEO @ Wayfair
“Luxury is the comfort food of retail - It was their way to feel — it was something so much more and so much
deeper than a pair of shoes.”
Marc Metrick, CEO @ Saks

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Change Impacting Every Facet of Retail
66%
of customers expect brands
to understand their unique
needs and expectations
79%
of consumers say the
experience a company
provides is as important as
its products
70%
expect consistent,
contextualised experiences
Shopping At
The Edge
Omnichannel
Experience
Personalised
Journeys
Connected
Service
16%
purchases will be made
on emerging commerce
platforms
Source: State of the Connected Customer 4th Edition, Salesforce Research, October 2020 (Consumer) & Salesforce Shopping Index

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Fleur Brown
Australian Retailers
Association
Episode 4 for Retail and Consumer Goods
Trailblazers
April 1st, 2021 11:30 AEST
Register at salesforce.com/liveanz
Salesforce Live ANZ
The Great Acceleration in Retail and Consumer Goods
Katie McNamara Super
Retail Group
Tommy McCubbin
The Rebound
Angus McDonald
Barbeques Galore
Sam Bain
Mecca
Tommy combines his experience of tech and business in The Rebound, Channel 9s most popular
business show, airing to over 100,000 viewers weekly
● Coca-Cola Amatil discuss the revolution of their B2B commerce business
● Barbeques Galore take us on a sizzling virtual store tour
● Super Retail Group on intelligent customer and employee experiences
● MECCA on live commerce trends and transforming to virtual consultations
● ARA share retail trends & perspectives
● Salesforce Live Demonstrations
Sarah O’Toole
Coca Cola Amatil

Survival is the exception not the rule
CarlSagan

Last 6 decades
economic growth
has been the most
important global
policy goal
Infinite growth is
impossible in a

finite world
FACT
STATUS QUO
OUTCOME
Source: Prosperity without Growth, Carl Sagan
Continue as is at a growing
cost to humanity
Rethink the system that
demands infinite growth
NO CHANGE
TOTAL CHANGE

Last 6 decades
economic growth
has been the most
important global
policy goal
Infinite growth is
impossible in a

finite world
FACT
STATUS QUO
OUTCOME
Source: Prosperity without Growth, Carl Sagan
Continue as is at a growing
cost to humanity
Rethink the system that
demands infinite growth
NO CHANGE
TOTAL CHANGE
Reuse limited resource to
create growth

BUSINESS DRIVERS TRADITIONAL SOLUTION EMERGING SOLUTION
Decrease cost of doing
business
Increase frequency
of occasion
Grow consumer
base
Create customer
loyalty (retention)
Reduce cost of product -
offshore manufacturing +
outsourcing of labour etc
Increase seasons + introduce
more categories
Introduce diffusion lines,
collabs, sub-brands
Create a CRM + loyalty
program
GROWTH FUELLED BY MORE
(CHEAPER) RESOURCES

BUSINESS DRIVERS TRADITIONAL SOLUTION EMERGING SOLUTION
Decrease cost of doing
business
Increase frequency
of occasion
Broaden
consumer base
Create customer
loyalty (retention)
Reduce cost of product -
offshore manufacturing +
outsourcing of labour etc
Increase seasons + introduce
more categories
Introduce diffusion lines,
collabs, sub-brands
Create a CRM + loyalty
program
GROWTH FUELLED BY MORE
(CHEAPER) RESOURCES
exploit reuse
introduce rental
resell to new audiences
repair product
GROWTH FUELLED BY ‘INFINITE’
RECYCLING OF RESOURCE

RE

economy
REUSE RENTAL
RESELL
REPAIR
Decrease cost of
doing business
Increase frequency
of occasion
Broaden
consumer base
Create customer
loyalty (retention)

we live in a world where courage is
in much shorter supply than genius
PeterThiel

RE

economy
REUSE RENTAL
RESELL
REFILL +
REPAIR
Decrease cost of
doing business
Increase frequency
of occasion
Broaden
consumer base
Create customer
loyalty (retention)

IKEA BUY BACK PROGRAM - 27 COUNTRIES - 100% CIRCULAR BY 2030

PATAGONIA WORN WEAR - REPAIR + RE-CRAFTED GOODS

LOOP BY TERRACYCLE - ULTA, WALGREENS, KROGER, LOBLAWS, CARREFOUR

RE

economy
REUSE RENTAL
RESELL
REFILL +
REPAIR
Decrease cost of
doing business
Increase frequency
of occasion
Broaden
consumer base
Create customer
loyalty (retention)
Inner West Tool
Library

INNER WEST TOOL LIBRARY - COMMUNITY RENTAL TO A ‘LIBRARY OF THINGS’

RALPH LAUREN’S RENTAL ‘THE LAUREN LOOK’

0
13
25
38
50
2009 2019 2029
US$43B
US$36B
US$22B
US$36B
US$21B
US$10B
US$44B
US$7B
US$0B
Resale
Traditional Second hand
Fast Fashion
Source: GlobalData Market Sizing via Thred Up
resale is expected to replace fast fashion by ‘29

70% owned by H&M

Strategic Partnership

Based in Sweden and
growing across Europe
5% owned by Kering
(Gucci etc) Raised
US$454.6M

Valuation >$1B (Unicorn)
IPO on March 25th
(tomorrow)

Valuation at IPO US$1.1B

‘Clean Out Kit’

RE

economy
REUSE RENTAL
RESELL
REPAIR
Decrease cost of
doing business
Increase frequency
of occasion
Broaden
consumer base
Create customer
loyalty (retention)
House of Materialisation

HOUSE OF MATERIALISATION - NFPs, RETAILERS, RESEARCH INSTITUTE

RE

economy
REUSE RENTAL
RESELL
REPAIR
Decrease cost of
doing business
Increase frequency
of occasion
Broaden
consumer base
Create customer
loyalty (retention)
GROWTH FUELLED BY
‘INFINITE’ RECYCLING
OF RESOURCE
GROWTH FUELLED BY
MORE (CHEAPER)
RESOURCES
FROM TO

Thank you
Level 4, 1a Rialto Lane, Manly NSW 2095 retailoasis.com
02 9976 6222

Retail's 7th Annual BIG Breakfast for 2021

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