TKer by Sam Ro

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Most consumers are waiting for discounts before they start their holiday shopping

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TKer Notes (Beta)

Most consumers are waiting for discounts before they start their holiday shopping

Consumers believe they can get a better price

Sam Ro, CFA
Nov 9, 2022
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Most consumers are waiting for discounts before they start their holiday shopping

www.tker.co

From Morgan Stanley in a Nov. 7 note to clients:

Consumers are waiting for a deal; 70% of shoppers said they are waiting for stores to offer discounts before they begin their holiday shopping (Exhibit 7). Shoppers are looking to see substantial discounts before they begin spending; 30% of shoppers are waiting for 10% - 20% discounts while 27% are looking for 21% - 30% discounts. In the absence of last year’s supply issues consumers will have plenty of choices this year and will feel free to shop around for the best prices. Stores offering the best deals will be able to grab the largest wallet share but at a hit to margins.


🙋🏻‍♂️You’re looking at an entry for TKer Notes, a new offering I’m currently exploring for subscribers. TKer Notes would be a place where I’d compile all the eye-catching, thought-provoking stuff I come across. It wouldn’t necessarily come with the context you get with TKer’s main newsletter offerings. Writing a whole newsletter takes time!

If this were something I moved forward with, you’d be able to subscribe to it separately (because I know the last thing many of us need are more emails). As always, everything I do is informed by your feedback. If you have a second, check out TKer Notes. And share your thoughts with me at sam@tker.co.

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Most consumers are waiting for discounts before they start their holiday shopping

www.tker.co
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