Welcome to the presentations from Retail's 8th Annual BIG Breakfast presentation - the #1 retail event to kick off another successful year of retailing!
This year's theme was "What I learnt in the last 2 Covid years, and how this will help retail in the future". Guests heard key takeaways from c-suite retailers discussing their plans for 2022, pivotal learnings from 2021 and what they see happening in the next chapter of retail.
The attached presentations are from:
-. Erica Berchtold, CEO at THE ICONIC
- Daniel Bracken, CEO at Michael Hill
- Paul Greenberg, Ecomm Entrepreneur & Investor
- Stephen Kulmar, Founder of RetailOasis
- Nicole Noye, CEO at Collective Wellness Group
- Trent Rigby, Co-Director of RetailOasis
- Mark Teperson, Chief Strategy Officer at Afterpay
If you missed Retail's 7th Annual BIG Breakfast event or enjoyed it so much you want to watch it again - well, here it is!
Last week on Wednesday more than 300+ retailers came together at Sydney's MCA and online to listen to the latest in retail from:
- Rachel Kelly, EVP of ANZ Sales & Global Instore at Afterpay
- Steve Kulmar, Founder at RetailOasis
- James Johnson, Director of Retail Industry Strategy at Salesforce
- Pippa Kulmar, Co-Director at RetailOasis
- Marie Driscoll, Managing Director Luxury & Fashion at Coresight Research
If you'd like more information for how your business can work with RetailOasis, please contact us at enquire@retailoasis.com
Enjoy!
In 2007, BBDO published a piece of research entitled The Rituals Masters. Twelve years on, the world has changed dramatically, which has had a significant impact on our needs and on our rituals.
As the COVID 19 pandemic holds the world hostage, the tiny virus has lefta dent in the global economy and has affected each person in multifariousways- both positive and negative.
Visit for any query: https://www.market-xcel.com/contact.html
If you missed Retail's 7th Annual BIG Breakfast event or enjoyed it so much you want to watch it again - well, here it is!
Last week on Wednesday more than 300+ retailers came together at Sydney's MCA and online to listen to the latest in retail from:
- Rachel Kelly, EVP of ANZ Sales & Global Instore at Afterpay
- Steve Kulmar, Founder at RetailOasis
- James Johnson, Director of Retail Industry Strategy at Salesforce
- Pippa Kulmar, Co-Director at RetailOasis
- Marie Driscoll, Managing Director Luxury & Fashion at Coresight Research
If you'd like more information for how your business can work with RetailOasis, please contact us at enquire@retailoasis.com
Enjoy!
In 2007, BBDO published a piece of research entitled The Rituals Masters. Twelve years on, the world has changed dramatically, which has had a significant impact on our needs and on our rituals.
As the COVID 19 pandemic holds the world hostage, the tiny virus has lefta dent in the global economy and has affected each person in multifariousways- both positive and negative.
Visit for any query: https://www.market-xcel.com/contact.html
This presentation was first presented at the latest MRS Conference by Flamingo Group Co-CEO Kirsty Fuller, alongside alongside our client Angharad Massie, PR Director at Weight Watchers on "Uncovering our toxic environment: the cultural shifts which drive our urge to eat".
This collaboration is in conjunction with a Flamingo Cultural Intelligence project, where we partnered with Weight Watchers to map the way we live in this toxic environment, exploring the key changes in our world and crucially how it affects our urge to eat. The trends that we produced translated very specifically into press coverage, Weight Watchers tool and initiatives.
Please see the 'notes' tab for full commentary below.
The youth Trend Direction - Deactivate address the need to distance oneself from everything 'digital' during the onset of the pandemic. It talks about the need to take a social media detox.
Corona Virus in China - Impact & Recovery - Ipsos Report - March 2020Next Ren Shanghai
After more than two months of fighting against Corona Virus, great progress has been made in China and situation is getting better. But with infections breaking out globally, the virus is not contained and people need to make great efforts to resist the virus.
Ipsos analyses the impact and recovery in China and hope to provide more information and reference to brands.
Key learnings are as below:
For China
To some extent we can expect to see a spike pattern in China during recovery, but many feel it will be a slower recovery than SARS, due to China’s global integration and the wider impact of the coronavirus which is now growing worldwide.
For Global
However, there are learnings to be taken from the China experience as other nations begin to face similar challenges with virus spread. China’s experience of restrictions was cushioned by strong support from digital platforms, cashless payment and efficient delivery and logistics for products and services.
For Brands
Brands have role to play in addressing new needs and providing reassurance to consumers. But consumers are wary of overt commercialism and opportunism as drivers.
Brands providing products and services that address practical and emotional issues are noted during the crisis. And there are opportunities to build your relationship and offer to customers.
Modern Ag Tecnologies in Plants and Animals- Conversations with a Concerned P...University of Florida
A discussion of strategies to discuss modern facets of science with a concerned public, with an emphasis on biotechnology. Presented at Michigan State University for graduate students, and a group or regulators from Mexico and Costa Rica.
El reporte de Ikea sobre la relación que han tenido las personas con su hogar en este 2020, año en el que estamo redefiniendo nuestra vida dentro de esas 4 puertas.
Last year, Edelman’s Wellness360 launched the Edelman Well-Being Study. The multi-generational study aimed to uncover how people define well-being, what they need to achieve well-being, the barriers they face in their well-being pursuits and the role brands play in helping consumers achieve their well-being goals.
Using the findings as a launch-point, Wellness360 conducted secondary research to further explore several behaviors that surfaced based on both the qualitative and quantitative results – stress, community, sleep, finances and personal care. This research exposed several rising wellness trends across the United States.
At some time(s) all of us will lose control; feel anxiety, anger, exposure, vulnerability, threatened, stress, depression, uncertainty, be forgetful, or be of ‘two minds’ and so on. Our behaviors will most likely be modulated, and even strange in some way for some period. But all this is normal and a key component of our physiology of survival, and it is generally transient lasting minutes, hours, or at worst a day or two. When such conditions last for many day or weeks or become episodic, we label them mental illness.
The treatment of mental illness sufferers throughout history has not been a happy story spanning; the possession by spirits and demons, to incarceration, and institutionalization to become objects of fun, entertainment, derision, neglect, and disrespect. In the developed world a deal of progress and enlightenment (in terms of base understanding and treatment) has now been established, but there are still marked differences between the older and younger generations, sub-cultures, religions, and belief systems.
The medical profession has come a long way, and their understanding and science are still advancing, but expertise is in chronically short supply. And so there is a universal plight shared between physical and mental health with a gross shortage of skilled practitioners and physical facilities. In reality, this shortfall cannot be overcome by traditional health models - there are simply insufficient people available to be trained and qualified into all the health professions. Our only hope then; is to turn to new technologies with a progressive migration of patients from a ‘Do It all For Me’ (DIFM) to a ‘Do It For Yourself’ (DIY)_culture and expectation.
This DIFM to DIY transition is getting well established for the physical health sector, but it is still in its infancy for mental patients. Both sectors suffer the irrational/uneducated/unthinking/virulent detractors, but the reality is - we have a very limited number of choices - and we can only move within the framework of the possible. But: it is worth noting that the mental health sector is far more of a ‘minefield’ than the physical precursors. And so we should advance and experiment with great care and be sure to involve patients as a member of the team as opposed to being mere subjects and pseudo ‘lab rats’.
“tread softly, lest you step upon my dreams”
URBAN TRIBES AND URBANITE EMOTIONS - Fluid, hyper-connected and highly person...RPM
Former music journalist, James Poletti, now head of digital strategy at top experiential agency RPM, plus RPM's head of strategy John Viccars, will talk through the trends shaping today's and tomorrow's urban consumer. They'll share how big brands are tapping into trend-setting urban tribes and communicating with them in their language to create compelling campaigns that become part of something more - delivering not just results but a creative and culturally significant legacy.
Read more at http://advertisingweek.eu/calendar/#oJs3cOsvJogwMFKu.99
Does NAMASMARN require any specific conditions?
Does it require money?
Does it require any specific binding, compulsions, conditions etc?
Is it promoted and marketed on TV channels?
Are there any false claims about NAMASMARAN?
Is NAMASMARAN sold by franchise; as is the case with many types of meditation?
MTM - 2021 Seminar - Bright Side of Technology - Feb 2021SamuelWarner9
With lockdown shaping much of our experience in 2020 - and having a continued impact into 2021, the role of digital tools and platforms has never been more prominent. As a result, our relationship with technology - how we use it, and how we feel about it (or perhaps more importantly, how it makes us feel) is undergoing a transformation. The same digital platforms and devices we have told ourselves to detox from have become the only means of keeping in touch with others, providing us with endless entertainment and offering us community.
As we kick into 2021, we ask how brands can adapt to these changes, reaching out to displaced, remote consumers and meeting their expectation of a more positive role of tech.
More Related Content
Similar to RetailOasis 8th Annual BIG Breakfast 2022
This presentation was first presented at the latest MRS Conference by Flamingo Group Co-CEO Kirsty Fuller, alongside alongside our client Angharad Massie, PR Director at Weight Watchers on "Uncovering our toxic environment: the cultural shifts which drive our urge to eat".
This collaboration is in conjunction with a Flamingo Cultural Intelligence project, where we partnered with Weight Watchers to map the way we live in this toxic environment, exploring the key changes in our world and crucially how it affects our urge to eat. The trends that we produced translated very specifically into press coverage, Weight Watchers tool and initiatives.
Please see the 'notes' tab for full commentary below.
The youth Trend Direction - Deactivate address the need to distance oneself from everything 'digital' during the onset of the pandemic. It talks about the need to take a social media detox.
Corona Virus in China - Impact & Recovery - Ipsos Report - March 2020Next Ren Shanghai
After more than two months of fighting against Corona Virus, great progress has been made in China and situation is getting better. But with infections breaking out globally, the virus is not contained and people need to make great efforts to resist the virus.
Ipsos analyses the impact and recovery in China and hope to provide more information and reference to brands.
Key learnings are as below:
For China
To some extent we can expect to see a spike pattern in China during recovery, but many feel it will be a slower recovery than SARS, due to China’s global integration and the wider impact of the coronavirus which is now growing worldwide.
For Global
However, there are learnings to be taken from the China experience as other nations begin to face similar challenges with virus spread. China’s experience of restrictions was cushioned by strong support from digital platforms, cashless payment and efficient delivery and logistics for products and services.
For Brands
Brands have role to play in addressing new needs and providing reassurance to consumers. But consumers are wary of overt commercialism and opportunism as drivers.
Brands providing products and services that address practical and emotional issues are noted during the crisis. And there are opportunities to build your relationship and offer to customers.
Modern Ag Tecnologies in Plants and Animals- Conversations with a Concerned P...University of Florida
A discussion of strategies to discuss modern facets of science with a concerned public, with an emphasis on biotechnology. Presented at Michigan State University for graduate students, and a group or regulators from Mexico and Costa Rica.
El reporte de Ikea sobre la relación que han tenido las personas con su hogar en este 2020, año en el que estamo redefiniendo nuestra vida dentro de esas 4 puertas.
Last year, Edelman’s Wellness360 launched the Edelman Well-Being Study. The multi-generational study aimed to uncover how people define well-being, what they need to achieve well-being, the barriers they face in their well-being pursuits and the role brands play in helping consumers achieve their well-being goals.
Using the findings as a launch-point, Wellness360 conducted secondary research to further explore several behaviors that surfaced based on both the qualitative and quantitative results – stress, community, sleep, finances and personal care. This research exposed several rising wellness trends across the United States.
At some time(s) all of us will lose control; feel anxiety, anger, exposure, vulnerability, threatened, stress, depression, uncertainty, be forgetful, or be of ‘two minds’ and so on. Our behaviors will most likely be modulated, and even strange in some way for some period. But all this is normal and a key component of our physiology of survival, and it is generally transient lasting minutes, hours, or at worst a day or two. When such conditions last for many day or weeks or become episodic, we label them mental illness.
The treatment of mental illness sufferers throughout history has not been a happy story spanning; the possession by spirits and demons, to incarceration, and institutionalization to become objects of fun, entertainment, derision, neglect, and disrespect. In the developed world a deal of progress and enlightenment (in terms of base understanding and treatment) has now been established, but there are still marked differences between the older and younger generations, sub-cultures, religions, and belief systems.
The medical profession has come a long way, and their understanding and science are still advancing, but expertise is in chronically short supply. And so there is a universal plight shared between physical and mental health with a gross shortage of skilled practitioners and physical facilities. In reality, this shortfall cannot be overcome by traditional health models - there are simply insufficient people available to be trained and qualified into all the health professions. Our only hope then; is to turn to new technologies with a progressive migration of patients from a ‘Do It all For Me’ (DIFM) to a ‘Do It For Yourself’ (DIY)_culture and expectation.
This DIFM to DIY transition is getting well established for the physical health sector, but it is still in its infancy for mental patients. Both sectors suffer the irrational/uneducated/unthinking/virulent detractors, but the reality is - we have a very limited number of choices - and we can only move within the framework of the possible. But: it is worth noting that the mental health sector is far more of a ‘minefield’ than the physical precursors. And so we should advance and experiment with great care and be sure to involve patients as a member of the team as opposed to being mere subjects and pseudo ‘lab rats’.
“tread softly, lest you step upon my dreams”
URBAN TRIBES AND URBANITE EMOTIONS - Fluid, hyper-connected and highly person...RPM
Former music journalist, James Poletti, now head of digital strategy at top experiential agency RPM, plus RPM's head of strategy John Viccars, will talk through the trends shaping today's and tomorrow's urban consumer. They'll share how big brands are tapping into trend-setting urban tribes and communicating with them in their language to create compelling campaigns that become part of something more - delivering not just results but a creative and culturally significant legacy.
Read more at http://advertisingweek.eu/calendar/#oJs3cOsvJogwMFKu.99
Does NAMASMARN require any specific conditions?
Does it require money?
Does it require any specific binding, compulsions, conditions etc?
Is it promoted and marketed on TV channels?
Are there any false claims about NAMASMARAN?
Is NAMASMARAN sold by franchise; as is the case with many types of meditation?
MTM - 2021 Seminar - Bright Side of Technology - Feb 2021SamuelWarner9
With lockdown shaping much of our experience in 2020 - and having a continued impact into 2021, the role of digital tools and platforms has never been more prominent. As a result, our relationship with technology - how we use it, and how we feel about it (or perhaps more importantly, how it makes us feel) is undergoing a transformation. The same digital platforms and devices we have told ourselves to detox from have become the only means of keeping in touch with others, providing us with endless entertainment and offering us community.
As we kick into 2021, we ask how brands can adapt to these changes, reaching out to displaced, remote consumers and meeting their expectation of a more positive role of tech.
Similar to RetailOasis 8th Annual BIG Breakfast 2022 (20)
5. Who you’ll hear from today
Paul Greenberg Nicole Noye Daniel Bracken Mark Teperson Erica Berchtold Trent Rigby
CEO The Iconic
Director Retail
Oasis
Chief Strategy
Officer Afterpay
CEO Michael Hill
CEO Collective
Wellness Group
Ecomm
Entrepreneur &
Investor
6. “WHAT HAVE I LEARNT IN THE LAST 2 YEARS…
WHAT ARE WE DOING ABOUT IT?”
THE BRIEF…
8. IT IS NOT THE STRONGEST OF
THE SPECIES THAT SURVIVES
NOR THE MOST INTELLIGENT
THAT SURVIVES.
IT IS THE ONE THAT IS MOST
ADAPTABLE TO CHANGE.
CHARLES DARWIN
9. WHAT DO ALL THESE ADAPTABLE RETAILERS HAVE IN COMMON?
9
They know
how to build
strong brand
ID
They move
quickly and
decisively,
open to
change
They think
customer first
They think
Omni channel
- always
Multiple big
plays running
simultaneously
Brand Love Agile Consumer Led Omni Bet Big
WHAT DO ALL THESE ADAPTABLE
RETAILERS HAVE IN COMMON?
12. TREND 1: HEALTH
Shift towards
greater
management
proactively of both
physical + mental
health as a direct
reaction to the
need to stay
inside.
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
Driven by mandate to stay inside
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
13. TREND 1: HEALTH
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
Driven by mandate to stay inside
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
62% of consumers
say their health is
more important to
them now than it
was before the
pandemic*
Source: https://www.weforum.org/agenda/2022/02/megatrends-future-health-wellness-covid19/
14. HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
TREND 2: HOBBIES
Need to escape to another realm
15. HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
94% of people who
started a new
hobby during the
pandemic have
kept it up.
Source: https://www.bizjournals.com/bizwomen/news/latest-news/2021/04/pandemic-time-off-leads-to-new-pastimes.html?page=all
TREND 2: HOBBIES
Need to escape to another realm
16. TREND 3: HYGIENE
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
A new appreciation for cleanliness
17. TREND 3: HYGIENE
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
75% of consumers
now sanitise their
hands more
frequently compared
to pre-pandemic.
Source: https://www.mintel.com/blog/covid-19/beyond-theater-the-demand-for-cleanliness-post-covid
A new appreciation for cleanliness
18. TREND 4: HOME
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
A renewed interest in creativity and the ‘home’
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
19. HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
28% of consumers
invested in amenities
such as home
theatres, gyms, or
studios to make the
lockdowns bearable,
and >30% plan to
continue spending
on their homes post-
pandemic.
Source: https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/emerging-consumer-trends-in-a-post-covid-19-world
A renewed interest in creativity and the ‘home’
TREND 4: HOME
20. TREND 5: HELP
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
A return to community + connection
HELP
(CONNECTION)
Digitisation of
everything as a
replacement to
physical proximity.
Now help is
available in virtual
form. FaceTime etc.
Plus a drive to
connect even
deeper with local
community.
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
21. TREND 5: HELP
HEALTH
(STIMULATION)
HOBBIES
(ESCAPISM)
HYGIENE
(SAFETY)
HOME
(CREATIVITY)
Continued desire
to escape and
forget/ numb
current emotions
pushing us into
entertainment,
gaming and other
‘time fillers’
Greater awareness
of personal
hygiene, as a
means to stay safe.
New alertness
around any contact
with others and it’s
likelihood to
spread disease
Spending nearly
100% of time at
home, and a drive
to make this a
place you want to
live. Plus a
reinvigoration of
‘traditional’
homemaker
activities - cooking,
knitting etc
HELP
(CONNECTION)
Shift towards greater
management
proactively of both
physical + mental
health as a direct
reaction to the need
to stay inside.
80% of consumers
feel more or as
connected to their
communities and 88%
expect these
connections to stay
long after the virus is
contained.
Source: https://www.accenture.com/au-en/insights/consumer-goods-services/coronavirus-consumer-behavior-research
A return to community + connection
22. THERE ARE DECADES
WHERE NOTHING
HAPPENS;
AND THERE ARE WEEKS
WHERE DECADES
HAPPEN.
VLADIMIR LENIN
Big Breakfast 2021
23. TOP 5 ACCELERATORS
What was expected
to take 2 years in
online, took 7
months.
14% of all retail sales
(compared to 11.3%
LY)
DIGITAL
COMMERCE
RE-COMMERCE
SHOPPING
LOCAL
SUBSCRIPTION
STREAMING
Resale is expected
to replace fast
fashion by 2029.
Resale $44B
Fast fashion $43B
Supporting local
businesses was the
third highest reasons
for consumers
shopping at a new
retailers/store/
website in the past 3
months.
Netflix subscriptions
jumped from 167
million in Q4 2019 to
207 million in Q1
2021
WORK LIFE
REBALANCE
On average
employees want to
work in the of
fi
ce 3
days a week and
work from home the
other 2 days
24. TOP 5 DE-ACCELERATORS
There was virtually
no increase in
average household
disposable income
during the dog days.
INCOME
GROWTH
IMMIGRATION/
POPULATION GROWTH
HIGHER
EDUCATION
INTERNATIONAL/
DOMESTIC TRAVEL
In 2020, more
people left AUS
than arrived - the
fi
rst migration
out
fl
ow since the
end of WWII.
Education is
Australia’s 3rd
largest export.
According to the
latest data, there
was a $1.8B drop
last year & minimum
17,300 jobs were
lost.
Australian tourism
industry has suffered
a massive 99.7%
decrease in arrivals,
the largest fall ever
recorded.
CHINESE
SUPPLY
The pandemic
highlighted just how
many global supply
chains rely on offshore
manufacturing.
25. * Source: University College London in European Journal of Social Psychology
ON AVERAGE IT TAKES 66 DAYS*
TO BUILD A HABIT.
SYDNEY SPENT 30% OF 2021 IN
FORCED LOCKDOWN WITHIN THE
HOME (108 DAYS).
MELBOURNE BECAME THE MOST
LOCKDOWN CITY IN THE WORLD
(263 DAYS).
LOCKDOWN HAS PERMANENTLY
CHANGED OUR BEHAVIOUR.
26. HOW THE PANDEMIC AFFECTED DIFFERENT
GENERATIONS
BOOMERS
Ages 58-76
Approx. 3% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
Lockdown
No Lockdown
Source: McCrindle Research 2021
27. HOW THE PANDEMIC AFFECTED DIFFERENT
GENERATIONS
GEN X
Ages 43- 57
Approx. 4% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
BOOMERS
Ages 58-76
Approx. 3% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
Lockdown
No Lockdown
Source: McCrindle Research 2021
28. HOW THE PANDEMIC AFFECTED DIFFERENT
GENERATIONS
GEN Y
MILLENIALS
GEN X
Ages 28-42
Approx. 6% of their
lives affected by
Covid-19
A significant part of
their ‘prime’ young
adult years
Ages 43- 57
Approx. 4% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
BOOMERS
Ages 58-76
Approx. 3% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
Lockdown
No Lockdown
Source: McCrindle Research 2021
29. HOW THE PANDEMIC AFFECTED DIFFERENT
GENERATIONS
GEN Z
ZOOMERS
GEN Y
MILLENIALS
GEN X
Ages 28-42
Approx. 6% of their
lives affected by
Covid-19
A significant part of
their ‘prime’ young
adult years
Ages 43- 57
Approx. 4% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
BOOMERS
Ages 58-76
Approx. 3% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
Lockdown
No Lockdown
Source: McCrindle Research 2021
Ages 12-27
Approx. 11% of
their lives effected
by Covid-19
A significant part of
their formative
years
30. HOW THE PANDEMIC AFFECTED DIFFERENT
GENERATIONS
Ages 0-11
Approx. 37% of their
lives effected by
Covid-19.
The majority of their
developmental
years.
ALPHA
GEN Z
ZOOMERS
GEN Y
MILLENIALS
GEN X
Ages 28-42
Approx. 6% of their
lives affected by
Covid-19
A significant part of
their ‘prime’ young
adult years
Ages 43- 57
Approx. 4% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
BOOMERS
Ages 58-76
Approx. 3% of their
lives affected by
Covid-19
Likely to return to
habits they had prior
to the pandemic
Lockdown
No Lockdown
Source: McCrindle Research 2021
Ages 12-27
Approx. 11% of
their lives effected
by Covid-19
A significant part of
their formative
years
31. THE WAY TO GET
STARTED IS TO QUIT
TALKING AND BEGIN
DOING.
WALT DISNEY
Big Breakfast 2022
40. WHAT PEOPLE ARE SAYING
The creative and
execution is fantastic
and looking forward to
seeing the campaign
rollout.
- David Sexton
(WeFlex)
This is really good and you should be
proud of the work. Looking forward
to hearing/seeing how the results
come in. Best I have seen out of any
market we serve. #proudAF
- David Mortensen (Self Esteem
Brands President and Co-
founder)
It’s fantastic to see a campaign
that represents how diverse and
culturally rich our anytime
community is. For too long we
have seen very generic
advertisements and
representatives of our brand.
- Sam Green (Franchisee)
This looks great. Very
strong visually and
verbally. Happy we
could provide helpful
input.
- Christine Granger
(Proud2Play)
I just want to applaud your team for
featuring the non typical “gym
people” What a way to celebrate
fitness! I love it!
- Club Member (AF Alexandria)
44. MHJ Pre-COVID
44
• Positive same store sales growth:
• FY20Q1: +11.9%
• FY20Q2: +4.0%
• FY20Q3: +3.1% (9 wks)
• Seven Strategic Pillars with an
emphasis on growth in sales and
margin
• Early strategic execution:
• Digital refresh, doubling sales
• New incentive scheme tested
• Loyalty launched in digital
• Merchandise restructure
• Cost base reset
45. Along came COVID
45
• Complex government mandated safety protocols
• Temporary (snap lockdowns and prolonged) store closures requirements
• Customer & team member safety became an elevated priority
• Agile and resilient team members, dealing with a continual change agenda
• Preservation of the balance sheet and strengthening partnerships with supplier and landlords
• Severe impact on business
• 100% store closures in April 2020; 15% closures during H2 2021; 45% closures in H1 2022
• Over the 2 years lost 40,000 store trading days, equivalent to 20% of trade across the entire period
46. 46
Pivotal Learnings through COVID
Brand & Loyalty
• Elevated brand messaging
• Reduced discount-led campaigns
• Aggressive roll out of loyalty program
• Acceleration of customer segmentation and data
Enhanced Product Offering
• Narrowed the breadth & increased depth
• Product innovation – LGD, elevated offer
• Promoted locally made & Australian craftsmanship
• Increased emphasis on sustainability & quality
Excellence in Supply Chain & Inventory
• Fast track implementation of new ERP platform
• Deliberate resetting of inventory profile
• Opened new Canadian 3PL distribution centre
• Increased focus on “partnerships” with top vendors
Team & Culture
• Deliberate over-communication
• Safe environment for team & customers
• Resilience, agility and determination
• Virtual engagement with teams on a regular basis
Acceleration of Digital
• Increased focus on CX & conversion
• Added new payment platforms
• Launched a new pure play digital brand - Medley
• Connected digital & stores
• Launched virtual appointments & virtual selling,
online booking of instore appointments,
click & reserve, ship from store and click & collect
48. 48
Exploring New Business Opportunities
New markets, new channels
& new service propositions
Dividend
Policy
Organic
Growth
Organic+
Investment
Capital
Investment
Opportunities
Capital Management Framework
49.
50.
51. Internal Presentation | 2020 | CONFIDENTIAL
Mark Teperson
Chief Strategy & Chief Product
Officer
51
Retail Oasis Big Breakfast
March 2022
52. Internal Presentation | 2021 | Confidential
52
Consumer behaviour shifts
1
Experience economy
2
Role of the store
3
Focus and force multipliers
4
55. 55
RETAIL SPENDING OVER TIME FOR
MILLENNIALS AND GEN Z
$BN, AUD
25
15
Millennials and Gen Z peak
earning years to come
2030
2016
GenZ
Millennials
We expect Millennials
and Gen Z share of
discretionary retail
spend will increase to
48% by 2030
MILLENNIALS
AND GEN Z
SHARE
OF SPEND
48%
56. The experience economy
Thinking through complimentary services to product
1
Flexibility + impermanence to drive interest
2
Re-image the role of the store
3
66. Erica Berchtold
What I’ve learnt in the last two COVID years and
how this will help retail in the future.
67. We are the #1 online
retailer for Fashion and
Lifestyle in ANZ.
19M+ visits to site per month
Leading CX with NPS>88%
1,500+ brands
165k products
ANZ’s most downloaded fashion app 5M+
Organic social followers 1.7M+
Market leading sustainability
curation of fashion, sports,
beauty, kids, and home.
World class
2M+ active customers
76. TALKING ABOUT AN
EVOLUTION
- What does the customer want now and what
will they be demanding over the next
fi
ve
years?
- How do the retail and logistics sectors
collaborate to respond to their needs and
wants and what does this mean for
developers, owners and investors in the retail
and logistics sectors?
77. IN LESS THAN A YEAR, GEN’S Y (MILLENNIALS), Z AND ALPHA’S WILL
EXCEED THE PREVIOUS GENERATIONS BY POPULATION
Source: ABS and Roy Morgan, population 14+. Year of birth definitions Builders (1925 - 1945), Baby Boomers (1946 - 1964), Generation X (1965 - 1979), Generation Y (1980 - 1994), Generation Z (1995 - 2010) and Generation Alpha (2011 - 2025).
2013 2016 2019 2022 2025 2028 2031
61%
57%
53%
49%
44%
39%
34%
39%
43%
47%
51%
56%
61%
66%
% volume Digital Immigrants (Gen X, Boomers, Pre-Boomers)
% volume Digital Natives (Gen Y, Gen Z, Alpha)
WE ARE
HERE
2023 2027
TIPPING POINT
("DIGITAL NATIVES” OVERTAKE
“DIGITAL IMMIGRANTS”)
GEN Z OVERTAKE
MILLENNIALS
TO BECOME THE
LEADING GENERATION
5 YEAR RUNWAY NEXT 5 YEARS
78. THIS DEMOGRAPHIC SHIFT IS ONLY ONE (OF FOUR) KEY TRENDS
WE SEE IMPACTING THE FUTURE CONSUMER
NOT MUTUALLY EXCLUSIVE
There are overlaps in how these trends manifest in
retail and logistics.
URBANISATION
(HOME)
SUSTAINABILITY AND
CSR (SOCIETY)
GENERATIONAL
(DEMOGRAPHIC)
DIGITAL NATIVE
(TECHNOLOGY)
71% of population want to
be a global leader in
finding a solution to
climate change.
Increasing interest in
sustainability and desire
for it to be addressed in
retail and logistics.
49% of the population are
digitally native, this will
now only increase. Online
now 16% of total sales.
Technology integrated into
everything in life and more
into the physical
experience.
By ‘23 Gen Z + Gen Y will
make up the majority of the
population (this shift hasn’t
been seen in over 33 years);
Digital natives will
outpace the digital
immigrants.
Population moving
into smaller dwellings
and / or larger cities;
shifting the dynamic
in how we work
(WFH).
86% of population live in
cities (an increase of
3.25m over 10 years);
78% increase in
apartment living over 25
years.
*NOTE THAT COVID HAS ONLY ACTED
AS AN ACCELERATOR TO ALL THESE TRENDS
Source: MIT Sloane Review, Blackrock Capital; ABS , Roy Morgan and Australia Post.
79. Digital pure-play will set the new the
new benchmark across retail
Market shifting to DIGITAL NATIVES (grown up with digital
technology and don’t known a world without it).
“DIGITAL IMIGRANT” consumer dominates
(raised prior to the digital age).
A BUILD IT AND THEY WILL COME retail
strategy (whomever opened the most stores
and had the greatest reach ultimately won
consumer share).
All retailers and logistics need to think DIGITAL FIRST in order
to compete. Digital pure-play will set the NEW INDUSTRY
BENCHMARK.
A TRANSACTIONAL relationship between
the physical retailer and consumer.
Physical stores must provide CONVENIENCE and IN-STORE
EXPERIENTIAL (an experience that cannot be replicated
online).
RETAILER LED approach to logistics.
Logistics that works around consumer’s schedules. FREE SAME
DAY DELIVERY (ACROSS 7 DAYS A WEEK) and FREE
RETURNS now the industry norm.
Sustainability and CSR somewhat important,
but NOT A KEY CONSUMER DRIVER.
PREVIOUSLY… NOW AND EVOLVING INTO THE FUTURE…
Sustainability and CSR a KEY CONSUMER DRIVER AND
CONSIDERATION across THE WHOLE SUPPLY CHAIN.
HOW WILL THIS NEW CONSUMER (AND THEIR EXPECTATIONS)
SHAPE THE FUTURE OF RETAIL AND LOGISTICS?
80. 6 KEY QUESTIONS WE NEED TO ASK OURSELVES AS RETAILERS,
LANDLORDS AND INVESTORS ACROSS RETAILING & LOGISTICS.
81. HOW DO WE CREATE EXPERIENTIAL PHYSICAL SPACES THAT
COMPETE AND DIFFERENTIATE OURSELVES FROM ONLINE PURE-PLAY
RETAILERS?
82. WHAT DOES THE EVOLUTION OF
CONVENIENCE LOOK LIKE ?
Shift to:
• Curb side pick up from click and collect
• Reverse logistics (returns)
• Flexible delivery options to consumers
83. X
X
THE FUTURE OF LOCAL
SHOPPING CENTRES
Given these consumer changes, how does the local shopping centre remain relevant in the future? Has its
role in the community changed (e.g. community hubs, mini logistics hubs and dark stores)?
84. HOW DOES THIS CHANGING CONSUMER MINDSET
EVOLVE HOW WE “VALUE” PHYSICAL RETAIL ASSETS?
85. X
X
WHAT IS THE FUTURE ROLE OF SUSTAINABILITY IN LOGISTICS AND
FUTURE SUPPLY CHAINS?
86. X
X
HOW DO WE SEAMLESSLY BLEND THE TWO ASSET CLASSES TO KEEP UP
WITH CONSUMER EXPECTATIONS?
