• Sales at autos & parts dealers continued to grow, rising 0.8% m/m even after January's upward revision to 4.6% vs. (5.7% reported earlier). Growth was concentrated in auto dealers, while sales in automotive parts & tire stores declined. Excluding autos, retail sales were up 0.2% m/m. • Sales at gasoline stations were up 5.3% m/m, but most of it is explained by hefty price growth, with gasoline prices up by 6.6% m/m. Building materials retailers saw a gain of 0.9% m/m in February. • Sales in the "control group", which exclude the above categories and are used in calculating personal consumption expenditures (and GDP), were down by 1.2% m/m. However, January's sales were revised to stronger +6.7% m/m from the advance reading of +4.8% m/m. • Within the group, the biggest contributors to growth were sales at food services & drinking places (+2.5% m/m), miscellaneous stores retailers sporting goods (+1.9% m/m), hobby, book & music stores (+1.7% m/m), clothing & accessory stores (+1.1% m/m). • The fortunes of non-store retailers reversed this month with a decline of 3.7%, but that's after an upwardly revised gain of 20.6% m/m in January (from +14.5% m/m reported earlier). Another contributor to the decline were health & personal care stores (-1.8% m/m) while all other categories reported marginal losses. Source - https://economics.td.com/us-retail-sales

1. Retail Sales –
The United
States
Paul Young CPA CGA
March 16, 2022

2. Paul Young - Bio
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: Paul_Young_CGA@hotmail.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
Youtube - https://www.youtube.com/user/youngercga1968/videos

3. Agenda
• Overview of Retail Sales
• Sales by key segment
• Retail / Cargo
• Port Capacity
• ESG Reporting
• Transforming eCommerce Strategy
• Shopping Malls/retail Sales

4. USA / Overall Retail Sales
USA Retail Sales -
March 2022.pdf

5. USA vs Canada – Retail Sales
BMO -
https://economics.bmo.com/en/publications/detail/77632c50-
2629-4c6d-9534-23e2bb5f65dc/
https://economics.bmo.com/en/publicati
ons/detail/aa07ad91-c6e1-4f66-9955-
c8e8ab17638d/
Canadian Retail Sales
(Dec.) — An Omicron Tale.pdf
U.S. Retail Sales The
Pause That Refreshes - Consumer spending.pdf

6. • Source – USA government
USA RETAIL SALES BY KEY SEGMENT

7. Containers
Last month, a series of COVID-19 outbreaks in Chinese ports caused the worst shipping delays in years, the impacts
of which we will likely still be feeling by the time the holiday season arrives. But port closures are only part of the
story behind the recent shipping delays impacting virtually every sector, from furniture deliveries to food product
shortages.
Shipping containers, especially refrigerated ones, have been extremely hard for manufacturers and distributors to find
and fill with goods over the past few months. A key element of the supply chain, shipping containers transport large
volumes of goods along global shipping routes. Problems first arose in early 2020 when shipping lines canceled some
routes amid growing COVID-19 case numbers worldwide, but shipping container availability worsened as
unpredictable port closures, the Suez Canal blockage, and intensifying labor shortages left containers stranded. As a
result, international freight costs have also grown dramatically, with limited availability, lengthy delays, and lackluster
service causing issues throughout the global supply chain.
https://www.thomasnet.com/insights/record-breaking-box-demand-stranded-containers-lead-to-worst-shipping-delays-in-
years/?ecms_id=7a28bad3-cea7-44d2-b9f6-
4897b99c1042&ecms_short=ART5655&doc_type=ted_video_article&parent_id=949c240b-29da-4827-aa56-
f2d4e5339f53&utm_content=featuredvideo&linktype=image&channel=email&campaign_type=thomas_industry_update&campaig
n_name=tiu210816&utm_campaign=tiu210816&utm_medium=email&utm_source=thomas_industry_update&tinid=221763045
Here are additional links on supply chain –
Here is my work on supply chain - https://ibm.box.com/s/bqy9mr0ktlgi64sbf49o4rg5d9w0rqkn

8. Blog - Supply Chain Leaders Are Optimistic About
Capacity Ahead of ‘Official’ Peak Shipping Season
-
• Companies have confidence in their e-commerce strategies ahead of the official 2021 peak shipping season that
traditionally runs from September through December, according to a study released on August 31 from GlobalTranz
Enterprices, LLC.
• At the same time, the survey of supply chain decision-makers highlights anticipated challenges for the second half of
the year, from new COVID-19 variants threatening another phase of lockdowns to ongoing challenges in recruiting
and retaining employees. https://www.mhlnews.com/transportation-distribution/article/21174207/supply-chain-
leaders-are-optimism-about-capacity-ahead-of-official-peak-shipping-
season?utm_source=IY+IW+Supply+Chain+Insights&utm_medium=email&utm_campaign=CPS210908101&o_eid=7
930I4506489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
My work on supply chain - https://ibm.box.com/s/bqy9mr0ktlgi64sbf49o4rg5d9w0rqkn

9. ESG Reporting
Key investment into Radicale to help with supporting ESG reporting as it relates to Global Supply Chain Management
With operations in Canada, the US, and Brazil, this funding will enable Radicle to enter new markets to help organizations
across the globe monetize their environmental, social, and corporate governance (ESG) efforts. It will also support further
development and updates to Radicle’s proprietary software to ensure alignment with emerging reporting requirements
being demanded by regulators, clients, and their supply chain
https://www.canadianmanufacturing.com/manufacturing/radicle-announces-investment-by-telus-ventures-273066/
This company is interesting due to complexity of emissions and carbon pricing models. https://radiclebalance.com/our-
story/#team
Here is my work on ESG Reporting - https://ibm.box.com/s/vmyitcackqevvm1hcxv7wke6gudrpnce

10. Retail / Cargo
Blog - Retail Cargo Sees Double-Digit Increases Over 2020 Even with Disruptions -
At the nation's largest retail container ports, imports are continuing to show double-digit growth over last, according
to the monthly Global Port Tracker report released today by the National Retail Federation and Hackett Associates.
This is due to the strong consumer demand which continues to keeps up its momentum.
https://www.mhlnews.com/transportation-distribution/article/21169225/retail-cargo-sees-doubledigit-increases-
over-2020-even-with-
disruptions?utm_source=IY+IW+QM+News&utm_medium=email&utm_campaign=CPS210709114&o_eid=7930I450
6489J2B&rdx.ident%5Bpull%5D=omeda%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
Blog – How to build a resilient Supply Chain using Data and AI
https://ibm.box.com/s/bqy9mr0ktlgi64sbf49o4rg5d9w0rqkn

11. Transformation of an eCommerce Strategy
Blog – 5 Ways to Step Up Your E-Commerce Strategy
1. Be a leader.
2. Build the right team and plan for change management.
3. Start small and grow.
4. Sell your story and your unique value proposition.
5. Make it easy for your customers to buy.
Source - https://www.industryweek.com/technology-and-iiot/digital-tools/article/21168566/most-
manufacturers-lag-in-their-ecommerce-strategy-5-ways-to-step-it-
up?utm_source=IY+IW+Daily+Headlines+-
+Morning&utm_medium=email&utm_campaign=CPS210629049&o_eid=7930I4506489J2B&rdx.ident%5B
pull%5D=omeda%7C7930I4506489J2B&oly_enc_id=7930I4506489J2B
Here is my work:
https://www.slideshare.net/paulyoungcga/retail-sales-usa-may-2021 or https://www.slideshare.net/paulyoungcga/retail-
sales-and-consumer-spending-canada-april-2021 or https://www.slideshare.net/paulyoungcga/retail-sales-for-australia-
april-2021

12. Shopping Malls/Retail Sales
https://globalnews.ca/news/7974283/covid-canada-shopping-malls/
Key focus areas:
- Revamping the store front model
- Adoption of AR and VR
- Adoption of AI
- Mitigation of cybersecurity threats
- Re-visiting the hub and spoke approach to supply chain management
Blog – USA – Retail Sales – May 2021
USA retail sales decline 1.3% for May 2021 as compared to April 2021.
The biggest threats to retailers are supply chain disruption and cybersecurity attacks.
https://www.slideshare.net/paulyoungcga/retail-sales-usa-may-2021

13. Summary
• Retail sector continues to face many challenges
Blog – Retail Sales and Consumer Spending – The United States – February 2022
USA Retail Sales -
March 2022.pdf
U.S. Retail Sales The
Pause That Refreshes - Consumer spending.pdf
Gasoline price surge
hits broader US spending Snap ING Think.pdf
The 10 most
innovative retail companies of 2022.pdf
Expert Top Trends
that will Shape the Near-and Long-Term State of the Retail Industry in Canada [Part 2].pdf
5 Retail Trends You
Need for 2021 - The Peak Beyond.pdf
Zara's Augmented
Reality App Brings Virtual Models to Life in Stores.pdf
THE FUTURE OF THE
SHOPPING MALL - Oberfeld Snowcap.pdf
Brands Must Turn to
Immersive Ecommerce to Remain Competitive.pdf
[Infographic]
Ecommerce vs. total retail sales from 2012-2021.pdf
The Retail
Warehouse of the Future What Should We Expect - Naveo Commerce.pdf
US consumer
spending dips 5% as inflation persists.pdf
Summary:
Driven by less purchasing power, US consumer spending for the month of February dropped 5
per cent compared to a year earlier, a report from Salesforce showed.
Yet even as consumers purchased fewer items, a surge in inflation led to US retailers' online
revenue growing 6 per cent year-over-year. Global online revenue decreased by 5 per cent in the
same time frame.
“Challenges that consumers experienced over the holidays, including inflation and low
inventory, haven’t dissipated in the new year,” said Rob Garf, a Salesforce executive
Source - https://www.thenationalnews.com/business/economy/2022/03/16/us-consumer-spending-
dips-5-as-inflation-persists/