Cyber Monday 2017 - USNovember 27, 20172 Source:Takeaways from Cyber Monday 2017Cyber Monday and Black Friday proved that the US retail sector is being revitalized through “”omnishopping”: shoppers using multiple channels and devices for gift buying.The number of US online shoppers grew 4.8% while the number of purchasers grew 13.4%.The differential between those growth numbers indicates that shoppers had already done their “pre shopping” and were ready to buy when the big deals of Black Friday and Cyber Monday were implemented.Of the days in this holiday period Thanksgiving emerged as the new ecommerce-driven holiday. Black Thanksgiving had the highest cart sizes of the season and the highest percent of mobile commerce.Cart sizes on Cyber Monday were an average of $149, with an average item price of $50. There was no difference between the value of an item bought on a computer vs a mobile phone.The conversion pattern for Cyber Monday shows that purchasing spiked at 9 AM EST, when shoppers got to work, lunch time (12 2 PM) and 9 PM in the hours before deals expired.The breakout gifts of the week based on what shoppers were searching for were Google Home Minis, Smart TVs, Instant Pots, Legos, PS4s, Apple Watches and Fitbits.3 Source: Criteo Sponsored Products data 11/1 27 2017Cyber Monday: US Shoppers grew 4.8% YoY on Cyber MondayCYBER MONDAY - US3%-4% -1%5%17%28%39%20%8%0%5% 5% 8% 4% 7% 4% 3% 3% 5% 8% 2% 4% 3% 4% 1%-1%5%-10%-5%0%5%10%15%20%25%30%35%40%45%WednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMonday11/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 11/10 11/11 11/12 11/13 11/14 11/15 11/16 11/17 11/18 11/19 11/20 11/21 11/22 11/23 11/24 11/25 11/26 11/27Change in Shoppers YoY4 Source: Criteo Sponsored Products data 11/1 27, 2017Black Friday: Purchasers increased 13.4% YoYCYBER MONDAY - US23%8% 6% 12%50%40%54%31%12%23% 24%3%29%16% 22% 10% 9%-6%4% 10% 3% 11%25%13% 12%-10%13%-20%-10%0%10%20%30%40%50%60%WednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMonday11/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 11/1011/1111/1211/1311/1411/1511/1611/1711/1811/1911/2011/2111/2211/2311/2411/2511/2611/27Change in User Purchasers YoY5 Source: Criteo Sponsored Products data 11/1 27, 2017Cyber Monday: Purchasing peaked from 9-10PM ESTCYBER MONDAY - US3.2 2.2 1.5 1.3 1.0 1.2 2.2 4.0 6.4 8.7 10.2 11.0 11.1 11.1 11.1 10.7 10.6 10.4 10.7 12.8 15.3 17.1 15.1 15.3 024681012141618 Purchaser Traffic IndexIndexed to the Lowest HourMidnight conversionsShoppers arrive at workLunchtime plateauDinner/commuting dipPre-bed buyShoppers emerged from the holiday weekend ready to buy and purchasing spiked as they arrived at work. There was a 9 PM EST purchasing frenzy as they rushed to buy before deals expired.Note: this data is collected on Eastern time and not normalized by time zone so 9 AM EST = 6 AM PST.6 Source:Cyber Monday cart size: on average $149; average item was $50Criteo Sponsored Products data, November 18, 2017: CYBER MONDAY - US$154 $161 $157 $137 $145 $150 $146 $156 $156 $116 $170 $146 $147 $148 $143 $145 $153 $133 $155 $174 $165 $158 $180 $168 $151 $145 $149 $43 $48 $49 $45 $44 $47 $46 $50 $50 $40 $60 $48 $47 $46 $45 $43 $51 $45 $55 $45 $48 $45 $56 $53 $49 $50 $50 $0$20$40$60$80$100$120$140$160$180$20011/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 11/10 11/11 11/12 11/13 11/14 11/15 11/16 11/17 11/18 11/19 11/20 11/21 11/22 11/23 11/24 11/25 11/26 11/27AOV Unit PriceCart size was slightly less than the November average of $155. Discounts were typically at their highest point of the year, and shoppers may have already purchased their “big gifts” like TVs and gaming systems.7 Source:33% of purchasing done on a mobile phone on Cyber MondayCriteo Sponsored Products data, November 18, 2017: Holiday First Look61% 58% 56%48% 49%57% 58% 57% 56% 56%48% 49%57% 57% 57% 57% 56%46% 48%56% 55% 53%45% 50% 48% 49%58%32% 32% 34%39% 38%33% 32% 33% 34% 33%39% 38%33% 33% 33% 33% 34%41% 39%34% 35% 37%44% 40% 41% 39%33%8% 10% 10% 13% 13% 10% 10% 10% 10% 12% 13% 13% 10% 10% 10% 11% 10% 12% 13% 10% 10% 10% 11% 10% 11% 12% 9%0%10%20%30%40%50%60%70%80%90%100%WednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMondayTuesdayWednesdayThursdayFridaySaturdaySundayMonday11/1 11/2 11/3 11/4 11/5 11/6 11/7 11/8 11/9 11/10 11/11 11/12 11/13 11/14 11/15 11/16 11/17 11/18 11/19 11/20 11/21 11/22 11/23 11/24 11/25 11/26 11/27Share of Purchasers By DeviceComputer Mobile Tablet8 Source:The average unit price had little variation by device: $50Criteo Sponsored Products data, November 18, 2017: CYBER MONDAY - US2017 Date Device type Average Order Value Average Unit Price Units/Cart Items/Order11/27 Computer $158 $50 3.2 2.6 11/27 Mobile $131 $50 2.6 2.3 11/27 Tablet $143 $49 2.9 2.5 Grand Total $148 $50 3.0 2.5 Cyber Monday Cart Stats By DeviceShoppers are just as likely to buy high value items on a phone as a computer but computers are for stocking up: they have 23% more units per cart than those on a mobile phone.9 Source: Criteo Sponsored Products data: November 1 - 24 2017 - USBreakout Gifts of Cyber Week In a world of Alexa devices, the Google Home Mini: a $29 Bluetooth speaker/virtual assistant was the term with the greatest increase in rank during Black Friday week Wearable electronics: Fitbits and Apple Watches were increasingly sought after There were two breakout small appliances: the Instant Pot, a new wave pressure cooker, and the air fryer, a healthier alternative to deep fat models. While interest in tablet overall has waned, the iPad has successfully maintained its edge Under Armour was the breakout apparel & accessories brand for holiday giftingBlack Friday Week Rank TermIncrease in Rank Nov 1 - 18 vs Nov 19 - 2434 Google Home Mini 136548 Fitbit Charge 2 93547 Call of Duty WW2 27650 computers 22416 iPad 15343 Under Armour 12017 Apple Watch Series 3 11540 drone 11433 sheets 11121 PS4 games 10526 Chromebook 10427 xBox One Games 10342 smart tv 9924 xBox 9735 headphones 7420 Apple Watch 6814 Instant Pot 6512 hoverboard 5813 air fryer 5438 Samsung tv 4432 Ugg 3444 Pokemon 3339 womens dresses 2237 Michael Kors handbags 1331 womens sweaters 137 Playstation 4 1349 Paw Patrol 1145 Keurig 112 PS4 11BLACK FRIDAY - US10 Source: Criteo Sponsored Products data: November 1 24, 2017 - USBlack Friday Week Top Gifts by Search Volume TVs were the most sought after items during Black Friday week. With prices dropping radically for smart TVs and UDTV, shoppers were in the midst of a massive upgrade cycle. The PS4 unseated the earlier top ranked Nintendo Switch as a gaming device for the first time this season. Fingerlings, the breakout toy of the season and the top ranked term overall early in November, have been unseated by the more expensive gifts like TVs, laptopsand gaming systems that are typically bought on Black Friday (+ Fingerlings are sold out.) Home cooks may be getting an Instant Pot or an air fryer this holiday.bootsxBoxBaby AlivePioneer WomanPS4 gamesApple WatchBarbieNikeApple Watch Series 3iPadHatchimalsInstant Potair fryerhoverboardFingerlingsNintendo SwitchLegoXbox OnePlaystation 4FitbitChristmas treeswomens bootslaptopsPS4tvsTop 25 Retail Search Terms Black Friday WeekBLACK FRIDAY - US11 Source: Criteo Sponsored Products data: July 1 October 31 2017 - USTop Gifts of 2017Here are the breakout gifts of Holiday 2017 based on their increase in search volume since July.1. Fingerlings2. LOL Surprise3. Hatchimals4. Legos1. Christmas pajamas2. Adult onesies3. Michael Kors handbags1. Nintendo Switch2. PS43. Xbox One1. Fitbit2. Instant Pot3. Apple Watch4. Smart TV5. UHDTV/4K12About the Criteo Retail Data » US Shoppers: Unique users seen on our network in a given time period Purchasers: Unique users that complete a transaction on our network AOV: Average order value of a completed transaction Data represents billions of product searches and millions of completed transactions on retail sites. Data is compiled from retailers in the Criteo Sponsored Products network, which in the US includes retailers such as: Walmart, Target, Best Buy, Toys R Us, Kohls, Costco, Kmart, Wayfair and Macys. Sponsored Products are ads for specific items that appear relevant to the shopper and to what they are shopping for. Brands buy the ads to increase awareness and drive sales of their goods wherever they may appear on these retail sites. They buy on a CPC (cost per click) model and bid on keyword terms like for paid search placements. Criteo has access to actual shopper data so that the company can calculate which sales result from an ad impression run on the retail network. The data is all non personally identifiable and used in aggregate.13About CriteoCriteo (NASDAQ: CRTO), the leader in commerce marketing, is building the highest performing and open commerce marketing ecosystem to drive profits and sales for retailers and brands. More than 2,700 Criteo team members partner with 17,000 customers and thousands of publishers across the globe to deliver performance at scale by connecting shoppers to the things they need and love. Designed for commerce, Criteos Commerce Marketing Ecosystem sees over $550 billion in annual commerce sales data. For more information, please visit criteo.For information on commerce marketing and updates on Holiday 2017 throughout the season go to: criteo/insights