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1、DELOITTES 2020 BACK-TO-COLLEGE SURVEYCheat sheetUncertainty influencing behaviorUncertainty around health and finances causing some to consider changing BTC plansPreferences: Safety makes the listPrice remains the number one priority for shoppers but convenience and safety were also top of mind this

2、 year because of health concernsSpending trends relatively flatOverall expected spend is flat as middle- and lower-income families cut back slightly, but higher-income families spending more across categoriesDigital formats accelerateShoppers shifting purchases online to seek out contactless formats

3、 such as delivery and Buy online pick up in store (BOPIS)Copyright 2020 Deloitte Development LLC. All rights reserved. |3DELOITTES 2020 BACK-TO-COLLEGE SURVEYKey findingsUncertainty influences behaviorDigital formats accelerateParents are anxious (62%) about sending their kids to college this year a

4、s concerns over the pandemic lingerConcerns for health (72%) and finances (40%) causing a portion to rethink plans for the fallSome considering transferring to online-only institutions (30%), while 29% may change plans and live at home24% Unsure how their students college will open in the fall and w

5、hat safety precautions will be takenParents expect to spend 34% of their budget online vs 28% in 2019; there is an opportunity for retailers as 29% remain uncertain of how they will purchaseAs COVID-19 has kept people at home, 80% expect to shop from personal computers this year vs. 68% in 2019Spend

6、ing trends flat YoYPreferences: Safety makes the listParents expect to spend an average of $1,345 for back-to-college (BTC); there is a bifurcation in spend with high income growing 6%, while middle and low income drop 12% and 4%, respectivelyWith roughly 75% of BTC spend being planned from late Jul

7、y onwards, the spending plans may dramatically change later in the summer based on how college re-openings are planned75% of shoppers plan to shop at mass merchants this year; price still a driving factor for where to shop but convenience and safety becoming more of a priority this yearCopyright 202

8、0 Deloitte Development LLC. All rights reserved. |4Satisfaction levels around the education college students received during the COVID-19 shutdown were lackluster no matter the learning format provided7%11%21%55%72%Nondigital learning packets and assignments provided by collegeOnline tutors for one-

9、on-one sessionsE-learning platforms run by private companiesLive streaming of classesDigital learning content provided by collegeLearning resources during shutdownQuestion: How did your childrens college provide education while the school was closed because of COVID-19 outbreak? (multi-response ques

10、tion; hence, the total will not equal 100%).Note: N=835.81%Parents who had their childrens colleges closed since March 202052%Satisfied with education provided during shutdownCopyright 2020 Deloitte Development LLC. All rights reserved. |5Parents are anxious about sending their children back to coll

11、ege amidst the pandemic, and lower- income families have additional concerns around making upcoming paymentsQuestion: To what extent do you agree or disagree with the following statements?OverallLower income (Less than $50k)Middle income ($50k-$99k)Higher income ($100k or more)73%78%71%68%Concerned

12、about personal and familys healthHealth concerns(by household income)130%50%28%15%Concerned about not being able to make upcoming paymentsFinancial concerns (by household income)234%Households financial situation worse than last year(vs 20% in 2019)62%Are anxious about sending students to college du

13、e to COVID-19(1) Im concerned about my familys health, and my own. (2) Im concerned I will not be able to make upcoming payments (e.g., rent, mortgage, auto, credit card). Note: N=1,025.Copyright 2020 Deloitte Development LLC. All rights reserved. |6Despite colleges taking precautions seriously, man

14、y families are considering alternative plans because of COVID-19Question: What precautions are being implemented by your childrens college because of COVID-19? (multi-response question; hence, the total may not equal 100%).Precautions during re-opening24%4%24%36%44%56%No communications from the coll

15、egeRemain closed for fallStagger class schedulesReduce class size or number of students in a classImplement social distancing for college activitiesUse remote/virtual classes29%Living at home instead of paying for dorm or off-campus housing28%Plan to join online-only college due to COVID-1911%Moving

16、 to off-campus housing because its safer/healthier than dormNote: N = 1,025.Copyright 2020 Deloitte Development LLC. All rights reserved. |7Notes: N=1,025. Electronic gadgets include cell phones/smartphones, tablet/e-reader, and wearable devices; digital subscriptions include voice and mobile data p

17、lans. All currency values are in US dollar.$25.4Best. market sizeComputers and hardware$5.6BClothing and accessories$3.3B(-3% YoY)Dorm/apartment furniture and supplies$3.0B(+3% YoY)Household appliances and supplies$3.3B(-6% YoY)For now, parents are not expecting to make many changes in BTC category

18、spend compared with last yearElectronic gadgets and digital subscriptions$2.6B(+8% YoY)College supplies$7.6B(+4% YoY)- (0% YoY)Sources: Deloitte calculations on the BTC market spend ($25.4 billion); Deloitte survey; US Current Population Survey 2019.Copyright 2020 Deloitte Development LLC. All right

19、s reserved. |8While BTC spending remained flat over the years, it is gradually shifting more toward technology products over conventional college related itemsAverage BTC spend by parents and split by category 2016 to 202012%11%12%34%33%32%20162017201822%22%10%10%12%12%14%13%14%13%29%30%2019202018%1

20、7%16%12%11%14%6%8%9%19%20%17%College suppliesHousehold appliance and suppliesClothing and accessoriesDorm/apartment furniture and suppliesElectronic gadgets and digital subscriptionsComputers and hardwareNotes: N=1,025. All currency values are in US dollar. Percentages may not equal 100% due to roun

21、ding. Source: Deloitte calculations on BTC market spend.Copyright 2020 Deloitte Development LLC. All rights reserved. |9$1,345$1,347$1,330$1,362$1,345$1,132$1,130$1,088$1,325$1,182$1,346$1,443$1,275$1,563$1,564$1,552$1,6472017201820192020OverallLower income (Less than $50k)Middle income ($50k to $99

22、k)Higher income ($100k or more)BTC: average spend (by household income)Quick-takeIncrease in BTC spend by higher-income households is mostly driven by dorm/ apartment furniture and household supplies categories, along with digital products (computers andelectronic gadgets).Meanwhile, lower- and midd

23、le- income households are expected to tighten their spending budgets.High-income families expected to spend more YoY, offsetting reductions by middle- and low- income shoppersNotes: N=1,025. All currency values are in US dollar. Source: Deloitte calculations on BTC market spend.Copyright 2020 Deloit

24、te Development LLC. All rights reserved. | 10While parents are likely to pay for bulk of BTC purchases, students are also exploring multiple options to curb expenses in the new school yearQuestion: How is your student(s) planning to curtail their college education expenses this year? (multi-response

25、 question; hence, the total will not equal 100%).Top five ways families plan to curb expenses in the new college year31%33%37%46%53%Use second-hand educational resourcesStay with parents instead of dorms or off-campus accommodationsDiscuss and manage spending budgets with parentsTake advantage of st

26、udent discount at various retailersStay on parents insurance package79%of parents plan to pay for more than half of the total BTC spendNote: N = 1,025.Copyright 2020 Deloitte Development LLC. All rights reserved. | 1154%49%54%46%37%25%25%24%28%34%21%26%22%26%29%201620202017In-storeOnline20182019Unde

27、cided (in-store or online)BTC spend: Share by channel$9.4Billion$8.6Billion$7.4BillionAvg. spend: $500Avg. spend: $455Avg, spend: $390Contribution to overall BTC spendAs online and in-store formats converge, retailers have an opportunity to capture spend from the one-third of shoppers who are undeci

28、dedQuestion: Please indicate the % of the budgeted amount you expect to spend in-store or online or undecided. Notes: N=1,025. All currency values are in US dollar.In-storeUndecidedOnlineCopyright 2020 Deloitte Development LLC. All rights reserved. | 12With 75% of BTC shopping being planned for late

29、 July and onward, the spending plans might dramatically change later in the summer based on how college reopenings are plannedQuestion: Out of $ you plan to spend on BTC shopping, how much do you plan to spend during the following periods? Notes: N=1,025. All currency values are in US dollar.BTC sho

30、pping periods by traffic and total spend16%33%56%68%39%13%Earlier than JulyFirst 2 weeks in JulyLast 2 weeks in JulyFirst 2 weeks in AugustLast 2 weeks in AugustSeptember$2.1B$3.8B$7.1B$7.7B$3.7B$1.0B$BTotal BTC spend (out of $25.4B) during noted period% of active BTC shoppers during noted periodCop

31、yright 2020 Deloitte Development LLC. All rights reserved. | 13Safety concerns helping to accelerate digital engagement especially around contactless formats80%BTC shoppers plan to use personal computers for their retail journeyfrom accessing retailers website to making purchasesPersonal computer us

32、age at 80%, up from 68% in 2019Mobile usage remains flat YoY at 48%Personal computers likely to be more frequented this year as consumers shopping from home310%BTC shoppers plan to use one of the emerging technologies for their shopping journeyShopping using voice assistants10%Cashier-less stores9%A

33、ugmented/virtual reality3%Emerging technology still not on many consumers agendas for shopping journey53%BTC shoppers plan to use at least one format of contactless retailing route more frequently in the near termUse BOPIS more frequently28%Shop less at brick and mortar stores24%Use more home delive

34、ry services24%Contactless retailing routes to be key to near-term shopping plans for the seasonCopyright 2020 Deloitte Development LLC. All rights reserved. | 14Most important considerations when selecting a retailerPrice remains the number one priority for shoppers but convenience and safety are im

35、portant factors this year because of health concernsQuestion: What are the most important considerations when selecting a retailer for BTC shopping? (top three in each category; multi-response question, and hence, totals may not equal 100%). Notes: N=1,025. Percentages given under four theme names r

36、epresent the percentage of shoppers who selected at least one option in each theme.Carries brands/styles I want43%Coronavirus (COVID-19) precautions35%Shopping experience15%Retailer reputation15%46%51%33%33%60%20%58%69%Product qualityCarries items on my listFree shippingStore location Ease of checkoutCompetitive pricesSales/price discounts Price matchingProduct(79%)Price(85%)Convenience(85%)Safety/experience/ brand(52%)Quick-takePrice sensitivity is no longer the sole