Download - Make or Bre - SAPOA
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Retail
or BreMake
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10 million pageviews per month
2.1 million Instagram followers
$1.2bn valuation
$100m+ sales
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Where are we now?
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2008 2018actual
National Retail Tenant Trading Density (m2)
Source: Broll Research
2018adjusted for
inflation
-28%
R2170
R3790
R2730
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R4000
R3000
R2000
R1000
R0
2008 2018
Retail Space per Person (ft2)
Source: General Growth Properties / Own calculations
USA
25
Chin
a 3
UK 6South
Africa
4.5
Australia
12
Canada
17
France
5
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R4000
R3000
R2000
R1000
R0
2008 2018
Retail Space (ft2) per $1000 Spend
USA
1.5
China
1
UK
0.8
South
Africa
2.8
Australia
1.3
Canada
1.5
France
0.6
Source: General Growth Properties / Own calculations / US Census / BLS
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2017: 8000+
2018: 5800+
2019: 5900+ announced
20-25% of all malls
USA Store Closures
Source: Business Insider
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Source: The Local Data Company / PwC
2018: 5833 store closures
2018: 3372 store openings
That is 6.7 stores closing
every day
UK Store Closures
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Dunkin Doughnuts
Baskin Robbins
Standard Bank
River Island
Boardmans
La Senza
Famous Brands
Edgars
SA Closures
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R82 000
R80 000
R78 000
R76 000
R74 000
R72 000
R70 000
R68 000
Source: StatssSA
Retail Trade Sales (2015 prices)
R million
201920182017201620152014
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Econom
ic a
nd P
oliti
cal Ris
k
Market Potential +
+
Closing Window of Opportunity
Source: A T Kearney 2017
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Cash constraints
Brands and Media are different
Online
Community evolution
Cash constraints
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R380 000
R360 000
R340 000
R320 000
R300 000
R280 000
R260 000
R240 000
R220 000
2008 2018
-10.6%
Average Salary Increase (white-collar)
Source: Broll Research
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Per Capita Income in SA Households
R50 000
R45 000
R40 000
R35 000
R30 000
R25 000
R20 000
R15 000
R10 000
R5000
10% 20% 30% 40% 50% 60% 70% 80% 90% 100%Source: News24
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Cash constraints
Brands and Media are different
Online
Community evolution
Brands and Media are different
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Why Social Media?
Traditional Brand Marketing
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New Inbound Marketing
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Why Social Media?
Traditional Brand Marketing
PurchaseAwareness Consideration
Dis
cover
Search
Share
Share
Research
Research
Comments
Peer
Review
Trust
Trust
Decide
Purchase
EvangeliseEvangelise
Buyers
Influencers
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Why Social Media?
Traditional Brand Marketing
PurchaseAwareness Consideration
Dis
cover
Search
Share
Share
Research
Research
Comments
Peer
Review
Trust
Trust
Decide
Purchase
EvangeliseEvangelise
Buyers
Influencers
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Choices are made using different:
Processes
Criteria
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Cash constraints
Brands and Media are different
Online
Community evolution
Online
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China USA
Ecommerce Share and Growth
Source: eMarketer
UK
35%
South
Africa
23% 12% 2-3%
20% Growth
30%
15%
11%
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Internet users 51%
Smartphone
penetration60%
Active social
media users40% 28%
Mobile social
media users38% 38%
South African Digital Adoption
Source: Hootsuite
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South Africans Buying Consumer Goods Online
Hootsuite 32.5 million ($2.9bn in value)
Statistica 21.5 million
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Source: Hootsuite
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Meet Harry’s
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80%
70%
60%
50%
40%
30%
20%
10%
0%
2010 2011 2012 2013 2014 2015 2016 2017 2018
Gillette
Dollar Shave Club
& Harry’s
USA Razor Wars
Source: iab
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Direct-to-Consumer
Immersion
Conversation
Data
… Owning the relationship
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Cash constraints
Brands and Media are different
Online
Community evolutionCommunity evolution
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Principles of Urbanism
Principles of New Urbanism
Walkability
Connectivity
Mixed-Use
Quality Architecture
Increased Density
Green Transportation
Sustainability
Quality of life
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And so?
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Retail / Mall Strategy
Previously …
Asset-centricPresently …
Customer-centric
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Customer-centric Retail / Mall Strategy
Malls are brands
Retail is tech too
Experiences build relationships
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Customer-centric Retail / Mall Strategy
Malls are brands
Retail is tech too
Experiences build relationships
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Customer-centric Retail / Mall Strategy
Malls are brands
Retail is tech too
Experiences build relationships
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Relevance
Preference
Excellence
Dependence
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End