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Deals, 
Steals 
and 
Appeals 
What 
Delights 
Consumers 
of 
the 
Black 
Friday 
Specials 
First 
Annual 
Holiday 
Brand 
Roundup 
17 
Nov 
2014
We 
Analyze 
the 
Internet 
of 
Humans 
COLLECT ANALYZE REPORT TAKE ACTION 
60 
50 
40 
30 
20 
10 
0 
Argus Insights 
Estimate Based on Social 
Apple’s Actual Q2 iPhone Unit Metrics 
Volume 
Morgan Stanley 
Estimate 
Consensus 
Estimate 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
22 
7000 
6000 
5000 
4000 
3000 
2000 
1000 
0 
Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 
2011 2011 2011 2011 2012 2012 2012 2012 2013 2013 
Millions of iPhones; Billions of dollars in Revenue 
Buzz Volume for iPhone Models 
Copyright© 2013 Argus Insights, Inc. 
• Mobile 
Phones 
• Home 
AutomaHon 
(IoT) 
• Consumer 
Electronics 
• Wearables 
• Appliances, 
Large 
and 
Small 
• Consumer 
Services 
• CPG 
and 
more!
See 
the 
Consumer 
Demand 
ShiW 
in 
Real 
Time 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
33 
Galaxy 
S3 
Launch 
Challenges 
iPhone 
Dominance 
Galaxy 
S4 
fizzles, 
boosts 
demand 
for 
S3 
and 
iPhone 
5 
Galaxy 
S5 
final 
exceeds 
prior 
two 
launches 
and 
beats 
iPhones
Case 
Study: 
Amazon 
Fire 
Phone’s 
Failure 
To 
Reach 
Escape 
Velocity 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
44 
July 
25 
Fire 
Phone 
Launched 
July 
28 
Argus 
Insights 
Blog 
Predicts 
Failure 
Sep 
8 
Amazon 
Drops 
Price 
to 
99 
cents, 
GreenPeace 
strikes 
Aug 
26 
Amazon 
only 
sells 
35k 
in 
first 
25 
days
Historical View Comparing 2013 to 2014
2013 
Was 
A 
Great 
Year 
For 
Tablets, 
Wearables 
And 
Smartphones 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
66
In 
2013, 
Appliances 
Drove 
PreHoliday 
Consumer 
Demand 
Ahead 
of 
Tablets/Smartphones 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
77
2014 
Showing 
Consumer 
Demand 
Slacking 
Ahead 
of 
Black 
Friday: 
Weaker 
Appliance 
Demand 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
88
Wearables
Wearables 
ConHnue 
to 
Fall 
AWer 
Apple 
Watch 
Announcement 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1100
Motorola 
And 
LG 
Are 
DelighHng 
Wearables 
Users 
Moving 
Into 
Black 
Friday 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1111
Tablets
Apple 
and 
Amazon 
Steal 
Mindshare 
Ahead 
of 
Black 
Friday 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1133
Ipads 
SHll 
Delight 
Consumers 
Despite 
Higher 
Price 
Points, 
Cheap 
Tablets 
Just 
Disappoint 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1144
Smartphones
Apple 
and 
Samsung 
ConHnue 
to 
Drive 
Demand 
Ahead 
of 
Black 
Friday 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1166
OnePlus, 
Sony 
and 
Samsung 
Delight 
More 
than 
Apple 
iPhones 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1177
Laptops, 
2 
in 
1’s, 
Chromebooks 
and 
MacBooks
Laptop 
Interest 
Fell 
DrasHcally 
Ahead 
of 
Black 
Friday 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
1199
Macbooks 
And 
Acer 
Chromebooks 
Should 
Top 
Holiday 
Shopping 
Lists 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
2200
Vacuums 
Cleaners
Interest 
in 
Vacuums 
Losing 
Power 
Ahead 
of 
Black 
Friday 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
2222
Dyson, 
Shark 
and 
iRobot 
ConHnue 
to 
Edge 
Out 
CompeHHon 
© 
22001144 
AArrgguuss 
IInnssiigghhttss,, 
IInncc.. 
CCoonnfifiddeennHaall:: 
DDoo 
NNoott 
DDiissttrriibbuuttee 
PPaaggee 
2233
QuesHons? 
hhp://www.argusinsights.com 
Twiher: 
@argusinsights 
1-­‐877-­‐992-­‐7487 
sales@argusinsights.com

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Deals, Steals and Appeals: What Brands Are Consumers Loving Ahead of Black Friday

  • 1. Deals, Steals and Appeals What Delights Consumers of the Black Friday Specials First Annual Holiday Brand Roundup 17 Nov 2014
  • 2. We Analyze the Internet of Humans COLLECT ANALYZE REPORT TAKE ACTION 60 50 40 30 20 10 0 Argus Insights Estimate Based on Social Apple’s Actual Q2 iPhone Unit Metrics Volume Morgan Stanley Estimate Consensus Estimate © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 22 7000 6000 5000 4000 3000 2000 1000 0 Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 2011 2011 2011 2011 2012 2012 2012 2012 2013 2013 Millions of iPhones; Billions of dollars in Revenue Buzz Volume for iPhone Models Copyright© 2013 Argus Insights, Inc. • Mobile Phones • Home AutomaHon (IoT) • Consumer Electronics • Wearables • Appliances, Large and Small • Consumer Services • CPG and more!
  • 3. See the Consumer Demand ShiW in Real Time © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 33 Galaxy S3 Launch Challenges iPhone Dominance Galaxy S4 fizzles, boosts demand for S3 and iPhone 5 Galaxy S5 final exceeds prior two launches and beats iPhones
  • 4. Case Study: Amazon Fire Phone’s Failure To Reach Escape Velocity © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 44 July 25 Fire Phone Launched July 28 Argus Insights Blog Predicts Failure Sep 8 Amazon Drops Price to 99 cents, GreenPeace strikes Aug 26 Amazon only sells 35k in first 25 days
  • 6. 2013 Was A Great Year For Tablets, Wearables And Smartphones © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 66
  • 7. In 2013, Appliances Drove PreHoliday Consumer Demand Ahead of Tablets/Smartphones © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 77
  • 8. 2014 Showing Consumer Demand Slacking Ahead of Black Friday: Weaker Appliance Demand © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 88
  • 10. Wearables ConHnue to Fall AWer Apple Watch Announcement © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1100
  • 11. Motorola And LG Are DelighHng Wearables Users Moving Into Black Friday © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1111
  • 13. Apple and Amazon Steal Mindshare Ahead of Black Friday © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1133
  • 14. Ipads SHll Delight Consumers Despite Higher Price Points, Cheap Tablets Just Disappoint © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1144
  • 16. Apple and Samsung ConHnue to Drive Demand Ahead of Black Friday © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1166
  • 17. OnePlus, Sony and Samsung Delight More than Apple iPhones © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1177
  • 18. Laptops, 2 in 1’s, Chromebooks and MacBooks
  • 19. Laptop Interest Fell DrasHcally Ahead of Black Friday © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 1199
  • 20. Macbooks And Acer Chromebooks Should Top Holiday Shopping Lists © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 2200
  • 22. Interest in Vacuums Losing Power Ahead of Black Friday © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 2222
  • 23. Dyson, Shark and iRobot ConHnue to Edge Out CompeHHon © 22001144 AArrgguuss IInnssiigghhttss,, IInncc.. CCoonnfifiddeennHaall:: DDoo NNoott DDiissttrriibbuuttee PPaaggee 2233
  • 24. QuesHons? hhp://www.argusinsights.com Twiher: @argusinsights 1-­‐877-­‐992-­‐7487 sales@argusinsights.com