Holiday 2017 is off to a very prosperous start, with a 7.9% and 17.7% increase of shoppers and purchasers in market, respectively.

1. Holiday First Look
November 1 – 18, 2017

2. 222 Source:
Takeaways from November shopping to date
Holiday 2017 is off to a very prosperous start:
Increases in the number of shoppers in market
were at a healthy +7.9%
Increases in the number of purchasers in
market were double digit: +17.7%
Purchasing for the holidays is occurring
earlier and earlier each year as major
retailers like Walmart and Target trigger Black
Friday deals in advance of the official day.
Shoppers were ready to buy on November 11.
It’s Veterans Day and cart sizes peaked for
the month thus far: $170
Cart sizes peaked on a weekend, when
shoppers are typically out and about – this may
be due to retailers encouraging shoppers to
buy from their phones when they are in store
(Showrooming, Click & Ship).
Fingerlings are the Furby of 2017 with a
frenzy of shoppers looking for them, while
families will be getting cozy in Christmas
pajamas, adult onesies and 12 Days of
Socks.
Criteo Sponsored Products data, November 1 November 18, 2017 Holiday First Look

3. 333 Source: Criteo Sponsored Products data, November 1 - November 18, 2017
US Shoppers grew 7.9% year over year during November
The biggest growth comes in the period around what was the election in 2016 which showed
declines in shopping last season.
Holiday First Look

4. 444 Source: Criteo Sponsored Products data, November 1 - November 18, 2017
US Purchasers grew 17.7% year over year
The number of shoppers purchasing spiked earlier in the season than last year, with some days
seeing more than a 50% increase.
Holiday First Look

5. 555 Source:
US Average Order Value (AOV) for November thus far: $147
Highest cart value
was on Saturday,
November 11:
Veterans Day, which
is typically a day US
retailers hold sales:
$170 with an
Average UnIt Price of
$60
(non-CPG)
Criteo Sponsored Products data, November 1 - November 18, 2017 Holiday First Look
Veteran’s
Day
2017

6. 666 Source:
US Shoppers stocked up early: 3+ items/cart during November
Units/Order =
total number
of items (it
accounts for
multiples of
the same
SKU)
Criteo Sponsored Products data, November 1 - November 18, 2017 Holiday First Look

7. 777 Source:
US Average Grocery cart size in November: $153
For grocery-
focused sites,
carts are highest
during the
weekdays.
Shoppers likely
order during the
week for
weekend delivery
or click & collect.
Criteo Sponsored Products data, November 1 - November 18, 2017 Holiday First Look
Pre-Thanksgiving
Week

8. 888 Source:
US Grocery Units/Cart peak just before Thanksgiving
Units = total
number of
items which
accounts for
multiples of
the same
SKU
Criteo Sponsored Products data, November 1 - November 18, 2017 Holiday First Look

9. 999 Source:
Breakout Gifts of Holiday 2017
Here are the breakout gifts of Holiday 2017 based on their increase in search volume since July.
1. Fingerlings
2. LOL Surprise
3. Legos
4. Our Generation
1. Christmas sweaters
2. Adult onesies
3. Christmas pajamas
4. Family pajamas
1. Nintendo Switch
2. Super NES Classic
1. Instant Pot
2. Fitbit
3. Macbook Pro
4. Smart TV
Criteo Sponsored Products data, July 1 - November 18, 2017 Holiday First Look

10. 101010 Source: Criteo Sponsored Products data: November 1 - 18– 2017 - US
Top 25: Holiday Gainers
Shoppers were
looking to decorate
their households
and searching for
the perfect toys

11. 111111 Source:
Breakout Gifts of November
Shoppers were looking for Fingerlings and Christmas Trees more than any
other item. TVs and Laptops are always popular gifts. Twelve Days of Socks
debuted on the list.
Criteo Sponsored Products data, November 1 - 18, 2017 Holiday First Look

12. 121212 Source:
Breakout Toys & Gaming Devices of November
Fingerlings rule, but Lego came roaring up the list. Fingerlings were
searched 2.5X more than the next term. Nintendo Switch rules in gaming.
Criteo Sponsored Products data, November 1 - 18, 2017 Holiday First Look

13. 131313 Source:
Breakout Branded Products of November
• Toys, including new
introductions like LOL
Surprise and Fingerlings,
dominate the list along with
classics like Lego and Barbie.
• Paw Patrol and Hatchimals
have slipped somewhat from
last year but are still strong.
• Nike is the top
apparel/footwear brand
followed by Michael Kors,
Ugg and Adidas.
• Selling branded socks in sets
of 12 (Harry Potter) was a
very good idea.
Criteo Sponsored Products data, November 1 - 18, 2017 Holiday First Look
Jojo Siwa
Baby Alive
12 days of socks Harry Potter
Adidas
Ugg
Playstation 4
Keurig
Shopkins
Michael Kors Handbags
Melissa and Doug
Harry Potter
LOL Big Surprise
Fitbit
Pioneer Woman
PS4
xBox One
Barbie
Nike
LOL Surprise
Hatchimals
Paw Patrol
Lego
Our Generation
Nintendo Switch
Fingerlings
Top 25 Branded Retail Search Terms
(November 1 - 18, 2017)
I’m everywhere!
But sold out
most places.

14. 141414 Source:
Breakout Un-Branded Products of November
• Shoppers were decking their
halls early with Christmas
Trees the top term
• TVs and Laptops are typically
among the top terms each
month and they are also hot
gifts
• Shoppers were looking for
deals to come on CE
merchandise like Laptops
Criteo Sponsored Products data, November 1 - 18, 2017 Holiday First Look

15. 15
About 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, Toy’s R Us, Kohl’s, Costco, Kmart, Wayfair
and Macy’s.
• 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.

16. 161616
About Criteo
Criteo (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, Criteo’s Commerce Marketing Ecosystem sees over $550 billion in annual
commerce sales data. For more information, please visit www.criteo.com.
For information on commerce marketing and updates on Holiday 2017 throughout the
season go to: criteo.com/enlightened-holiday