Introduction

      What does the tsunami look like?




Source: Hitwise


                                © Amblique 2012
Frequency - Return Visits

         Why are pure plays growing so fast? Return visits.
         Pure plays - avg. 81%                                 Multi-channel - avg. 65%
         •     Catch Of The Day                                •    General Pants
                                                               •    Forever New
         •     BrandsExclusive
                                            93%                •    Sportsgirl      77%
         •     Ozsale                                          •    City Beach
         •     BuyInvite                                       •    Cotton On
         •     ASOS                                            •    Supre
         •     Amazon                                          •    Country Road
         •     SurfStitch                                      •    Big W
         •     EziBuy (AU)                                     •    Toys R Us
                                                               •    David Jones
         •     Deals Direct                                                         53%
         •     StyleTread
                                            61%                •    Officeworks
                                                               •    Myer
                                                               •    Kmart
                                                               •    Rebel Sport


                    Visitors are 25% more likely to revisit a pure play*
                     Returning visitors 67% more likely to convert**
* Hitwise
** Google Analytics May 2011 – April 2012

                                                  © Amblique 2012
What’s Going To Save Established Retailers?




                                         Let’s explore disruptors detail

                                         1. Pure plays
                                         2. Internationals
                                         3. Mobile
                                         4. New digital channels
                                         5. Social Media

                                © Amblique 2012
Pure Plays – Brand Awareness in Apparel

YoY the pie is 51% bigger

Top Performers

• New Pure plays (+167%)
• ASOS (+163%)
• Forever New (+57%)

Pure plays in red went
from 16% to 29% of the
pie in 1 year




Source: Google Insights Mar-12 vs. Mar-11
New pure plays inc. SurfStitch (SS), TheIconic (TI) & StyleTread (ST)


                                                                        © Amblique 2012
Pure Plays - ASOS

 • Traffic up 279% year on year for March
 • Social drives 19% of traffic
 • 36% of traffic from search




                                              Source: Hitwise Mar-12 vs. Mar-11


                            © Amblique 2012
Pure Plays - ASOS

 • Traffic up 279% year on year for March
 • Social drives 19% of traffic
 • 36% of traffic from search




                                              Source: Hitwise Mar-12 vs. Mar-11


                            © Amblique 2012
Pure Plays – Brand Awareness in Broader Retail

YoY the pie is 19% bigger

Top Performers

•     COTD (+37%)
•     Toys R Us (+36%)
•     Amazon (+29%)
•     Kmart (+29%)

Amazon grew the most in
absolute numbers




Source: Google Insights Mar-12 vs. Mar-11


                                            © Amblique 2012
Established Retailers – David Jones

    •     Traffic up 21% year on year for March
    •     Social drives 6% of traffic
    •     Took 80% more traffic from Myer YoY
    •     53% of traffic from search




Source: Hitwise Mar-12 vs. Mar-11


                                    © Amblique 2012
Established Retailers – David Jones

    •     Traffic up 21% year on year for March
    •     Social drives 6% of traffic
    •     Took 80% more traffic from Myer YoY
    •     53% of traffic from search




Source: Hitwise Mar-12 vs. Mar-11


                                    © Amblique 2012
International Retail

  Top 100 Apparel Sites
  April 2012

                                              40%
                                              Multi-
                                              channel



                          38%




   46% Category Growth Contribution
                            © Amblique 2012
International Retailers Pushing Online




                                 © Amblique 2012
International Retailers Pushing Online




                                 © Amblique 2012
International Retailers Pushing Online




                                         Launching
                                         May 15th in
                                          Australia
Mobile & Tablets

      • Mobile & tablets account to up to 22% of traffic




Source: Google Analytics for 9 fashion clients


                                                 © Amblique 2012
Mobile & Tablets

      • Tablets up to 283% more $/visit




Source: Google Analytics for 9 fashion clients


                                                 © Amblique 2012
Mobile




                  Traffic                                           SMS
                 20% of all                                        98% open
                  visits+                                            rate**


                                              Email                                       Store
                                       27% of email                                     locators
                                        opened on                                  47% more
                                         mobile*                                 from mobiles+



* Mobile Email Opens Report, Knotice April 2012 based on US data
** The Benefits of SMS Marketing, Power Retail April 2012
+ Google Analytics for various clients, March 2012

                                                                      © Amblique 2012
New Digital Channels

                       Private Sales
                             Clubs                  Aggregators




   25% Top 100 Apparel                              ~20% shopping traffic




       Deals / Group Buying                                    Comparison

                                  © Amblique 2012
Channels Are Shifting

  Top 100 apparel visit share is changing….

             April 2011                                        April 2012



        25%
       Pure Play
                          47%                             32%                   43%
                       Multi-Channel                     Pure Play
                                                                              Multi-Channel
          28%
       Private Sales
                                                                  25%
                                                              Private Sales



                                       © Amblique 2012
Transactional Aggregators – Reach/Value/Loyalty

    Transactional aggregator channel engagement increases customer value


                                                                                2.1x

                                                  1.6x
                                                                                                       2%
                                                                                                       Engage
                        1                             2                             3



                                        of aggregator customers
       35-45%                           were new to brand (online)                                              7%
                                                                                                            Value
                                        aggregator introduced customers
        90% +                           spend direct at some stage (online)

Source: Actual client sales data. Two apparel sits with multiple aggregators and significant volume.


                                                                                  © Amblique 2012
Social



                     13%          YOUR                       10%
                                 WEBSITE
                         8%                                     7%

                          Consumer Buying Journey


     1.          2.             3.                      4.              5.           6.
  Consider    Evaluate         Buy                 Experience        Advocate       Bond



                              Retailer Engagement
         MONITOR          RESPOND                      AMPLIFY               LEAD

                                     © Amblique 2012
Social – Advocate Recommendations Are Key




                                            Shipping + Range
   24 comments in a day
                          © Amblique 2012
Social - Immediacy




                         …42 minutes later…




                     © Amblique 2012
Social – What Is It Worth?



What value can be attributed to a Fan??

                             1.8 visits (0.4 – 6)
                             1.7% transacted (0.4% - 6.7%)
                             $1.52 ($0.22-$5.59)
          Value should = Purchase Value + Referral Value
                               NPS is better system

Note: Average across 10 apparel sites for 1 year (end April 2012). Only includes online spend.

                                           © Amblique 2012
Social – Interesting In-Store Integration




                                  © Amblique 2012
What Is Required To Compete?

 1. Resource & structure appropriately
 2. Be omnipresent
 3. Leverage offline > online
 4. BYO clearance channel




                               © Amblique 2012
Offline to Online




                             Australian GDP
                                 96.6%




                    Online
                     3.4%
What Is Required To Compete?

 1. Resource & structure appropriately
 2. Be omnipresent
 3. Leverage offline > online
 4. BYO clearance channel

 AND Amazon principles apply to all

 1. The equation of the business
 2. Customer centricity
 3. Bridging the physical & the digital




                               © Amblique 2012
Amazon Principles – The Equation of the Business




Source: eCommera
                                © Amblique 2012
What Is Required To Compete?

 1. Resource & structure appropriately
 2. Be omnipresent
 3. Leverage offline > online
 4. BYO clearance channel

 AND Amazon principles apply to all

 1. The equation of the business
 2. Customer centricity
 3. Bridging the physical & the digital




                               © Amblique 2012
Amblique Showreel




           www.youtube.com/watch?v=0DjvfkUZsXk

                          © Amblique 2012
Blogs & Resources


  •   http://blog.kissmetrics.com
  •   http://www.marketingexperiments.com/blog
  •   http://www.mequoda.com
  •   http://blog.comscore.com
  •   http://blog.demandware.com
  •   http://socialcommercetoday.com
  •   http://www.theverge.com



                               Thank you!
                 Justus Wilde                                 Tim Griffin
                 Online Strategy Director                     Search Marketing Director
                 jw@amblique.com                              tg@amblique.com



                                            © Amblique 2012

Disrupting The Tsunami - iMedia Presentation by Amblique

  • 2.
    Introduction What does the tsunami look like? Source: Hitwise © Amblique 2012
  • 3.
    Frequency - ReturnVisits Why are pure plays growing so fast? Return visits. Pure plays - avg. 81% Multi-channel - avg. 65% • Catch Of The Day • General Pants • Forever New • BrandsExclusive 93% • Sportsgirl 77% • Ozsale • City Beach • BuyInvite • Cotton On • ASOS • Supre • Amazon • Country Road • SurfStitch • Big W • EziBuy (AU) • Toys R Us • David Jones • Deals Direct 53% • StyleTread 61% • Officeworks • Myer • Kmart • Rebel Sport Visitors are 25% more likely to revisit a pure play* Returning visitors 67% more likely to convert** * Hitwise ** Google Analytics May 2011 – April 2012 © Amblique 2012
  • 4.
    What’s Going ToSave Established Retailers? Let’s explore disruptors detail 1. Pure plays 2. Internationals 3. Mobile 4. New digital channels 5. Social Media © Amblique 2012
  • 5.
    Pure Plays –Brand Awareness in Apparel YoY the pie is 51% bigger Top Performers • New Pure plays (+167%) • ASOS (+163%) • Forever New (+57%) Pure plays in red went from 16% to 29% of the pie in 1 year Source: Google Insights Mar-12 vs. Mar-11 New pure plays inc. SurfStitch (SS), TheIconic (TI) & StyleTread (ST) © Amblique 2012
  • 6.
    Pure Plays -ASOS • Traffic up 279% year on year for March • Social drives 19% of traffic • 36% of traffic from search Source: Hitwise Mar-12 vs. Mar-11 © Amblique 2012
  • 7.
    Pure Plays -ASOS • Traffic up 279% year on year for March • Social drives 19% of traffic • 36% of traffic from search Source: Hitwise Mar-12 vs. Mar-11 © Amblique 2012
  • 8.
    Pure Plays –Brand Awareness in Broader Retail YoY the pie is 19% bigger Top Performers • COTD (+37%) • Toys R Us (+36%) • Amazon (+29%) • Kmart (+29%) Amazon grew the most in absolute numbers Source: Google Insights Mar-12 vs. Mar-11 © Amblique 2012
  • 9.
    Established Retailers –David Jones • Traffic up 21% year on year for March • Social drives 6% of traffic • Took 80% more traffic from Myer YoY • 53% of traffic from search Source: Hitwise Mar-12 vs. Mar-11 © Amblique 2012
  • 10.
    Established Retailers –David Jones • Traffic up 21% year on year for March • Social drives 6% of traffic • Took 80% more traffic from Myer YoY • 53% of traffic from search Source: Hitwise Mar-12 vs. Mar-11 © Amblique 2012
  • 11.
    International Retail Top 100 Apparel Sites April 2012 40% Multi- channel 38% 46% Category Growth Contribution © Amblique 2012
  • 12.
    International Retailers PushingOnline © Amblique 2012
  • 13.
    International Retailers PushingOnline © Amblique 2012
  • 14.
    International Retailers PushingOnline Launching May 15th in Australia
  • 15.
    Mobile & Tablets • Mobile & tablets account to up to 22% of traffic Source: Google Analytics for 9 fashion clients © Amblique 2012
  • 16.
    Mobile & Tablets • Tablets up to 283% more $/visit Source: Google Analytics for 9 fashion clients © Amblique 2012
  • 17.
    Mobile Traffic SMS 20% of all 98% open visits+ rate** Email Store 27% of email locators opened on 47% more mobile* from mobiles+ * Mobile Email Opens Report, Knotice April 2012 based on US data ** The Benefits of SMS Marketing, Power Retail April 2012 + Google Analytics for various clients, March 2012 © Amblique 2012
  • 18.
    New Digital Channels Private Sales Clubs Aggregators 25% Top 100 Apparel ~20% shopping traffic Deals / Group Buying Comparison © Amblique 2012
  • 19.
    Channels Are Shifting Top 100 apparel visit share is changing…. April 2011 April 2012 25% Pure Play 47% 32% 43% Multi-Channel Pure Play Multi-Channel 28% Private Sales 25% Private Sales © Amblique 2012
  • 20.
    Transactional Aggregators –Reach/Value/Loyalty Transactional aggregator channel engagement increases customer value 2.1x 1.6x 2% Engage 1 2 3 of aggregator customers 35-45% were new to brand (online) 7% Value aggregator introduced customers 90% + spend direct at some stage (online) Source: Actual client sales data. Two apparel sits with multiple aggregators and significant volume. © Amblique 2012
  • 21.
    Social 13% YOUR 10% WEBSITE 8% 7% Consumer Buying Journey 1. 2. 3. 4. 5. 6. Consider Evaluate Buy Experience Advocate Bond Retailer Engagement MONITOR RESPOND AMPLIFY LEAD © Amblique 2012
  • 22.
    Social – AdvocateRecommendations Are Key Shipping + Range 24 comments in a day © Amblique 2012
  • 23.
    Social - Immediacy …42 minutes later… © Amblique 2012
  • 24.
    Social – WhatIs It Worth? What value can be attributed to a Fan?? 1.8 visits (0.4 – 6) 1.7% transacted (0.4% - 6.7%) $1.52 ($0.22-$5.59) Value should = Purchase Value + Referral Value NPS is better system Note: Average across 10 apparel sites for 1 year (end April 2012). Only includes online spend. © Amblique 2012
  • 25.
    Social – InterestingIn-Store Integration © Amblique 2012
  • 26.
    What Is RequiredTo Compete? 1. Resource & structure appropriately 2. Be omnipresent 3. Leverage offline > online 4. BYO clearance channel © Amblique 2012
  • 27.
    Offline to Online Australian GDP 96.6% Online 3.4%
  • 28.
    What Is RequiredTo Compete? 1. Resource & structure appropriately 2. Be omnipresent 3. Leverage offline > online 4. BYO clearance channel AND Amazon principles apply to all 1. The equation of the business 2. Customer centricity 3. Bridging the physical & the digital © Amblique 2012
  • 29.
    Amazon Principles –The Equation of the Business Source: eCommera © Amblique 2012
  • 30.
    What Is RequiredTo Compete? 1. Resource & structure appropriately 2. Be omnipresent 3. Leverage offline > online 4. BYO clearance channel AND Amazon principles apply to all 1. The equation of the business 2. Customer centricity 3. Bridging the physical & the digital © Amblique 2012
  • 31.
    Amblique Showreel www.youtube.com/watch?v=0DjvfkUZsXk © Amblique 2012
  • 32.
    Blogs & Resources • http://blog.kissmetrics.com • http://www.marketingexperiments.com/blog • http://www.mequoda.com • http://blog.comscore.com • http://blog.demandware.com • http://socialcommercetoday.com • http://www.theverge.com Thank you! Justus Wilde Tim Griffin Online Strategy Director Search Marketing Director jw@amblique.com tg@amblique.com © Amblique 2012