贝恩-2017-2018年假日零售通讯：假日零售回顾与2018展望（英文）-2018.1-13页

Retailsalesthisholidayseasonroseanimpressive5.6%,farabovemostpredictions.Thebiggestsurprisecamefromin-storesales.Theygrewat4.3%,morethan2percentagepointshigherthanlastyear.E-commercewasalsostrong,withsalesthroughmobiledevicesandonAmazon.comdrivingmuchofthegrowth.Andtherewasmoregoodnews:lowertaxratesonincomeandforeign-cashrepatriation.Whatshouldretailersdowiththefundsproducedbyrecordsalesandtaxbreaks?Don’tbecomplacent.Instead,investtoturnshort-termgiftsintosustainabletrends.Inthisissue,wesharesixresolutionsforhowretailerscancarrytheirmomentuminto2018andbeyond.RecappinganexceptionalholidayseasonThisseasonwastrulyagifttomanyretailers.Asconsumersjoyfullyunwrappednewsweaters,homegoodsandhigh-endsmartphones,manyretailerswerealsocelebrating.PreliminaryestimatesindicatethatBain-definedretailsales(seeExhibit1intheAppendix)grewa