This document provides a summary of a webinar on retail and the economy in Australia and New Zealand. It includes sections on the current economic conditions, impacts on products, and the 2021 outlook. The economic update notes that GDP is rebounding but employment remains uneven. Impacts on products discusses adjustments made for COVID-19 and areas for improvement. The 2021 outlook predicts a plateau in grocery spending and a need for households to find extra income through home projects or government support. A product spotlight highlights Precisely's data enrichment tools including dynamic demographics, address data, and plans to expand offerings in New Zealand.

1. Retail and the
Economy
Current Trends and Future Predictions
for Australia and New Zealand

2. House Keeping
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after the webinar with a link to the recording.
Retail and the Economy

3. Content
Precisely Introduction
Economic Update
Impact on Products
2021 Outlook
2021 Product Spotlight
Retail and the Economy
Gerry Stanley
Snr Product Manager
Precisely Enrich
Stacey Grant
Marketing Manager
Bob Schwartz
Economist
Calculated Outcomes

4. The global leader in data integrity
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of the Fortune 100
90
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2,000
employees
customers
12,000
countries

5. Economic
Update
Retail and the Economy

6. HEADLINES
Macro looks good, but micro needs work
MEW keeps households going
Polonius was partly wrong
CBDs go AWOL
Population growth is a major SNAFU
The Shaky Isles are pretty stable
Retail and the Economy

7. • GDP is on the rebound
• Unemployment is coming down
and never hit forecasted lows
• Underemployment rate is also
coming down
• Number of employed people is
now only -0.5% this time last year
Macro Looks Good Micro is Shaky
• GDP is being driven by
Government spending and
reduced imports
• Full-time jobs are down from a
year ago while part-time jobs are
up slightly
• The number of hours worked in
December was the same as in
October 2018
• Total wages are down by 6.1% in
January as compared to mid-
March
Retail and the Economy

8. MEW TO THE
RESCUE
Mortgage Equity Withdrawal has
been a fundamental pillar of
additional household income. It can
add up to an additional 20% of cash
flow income to households.
Prior to the September Quarter, we
had not been net savers. The rise in
savings in September went primarily to
pay down debt.
Retail and the Economy

9. Polonius was only partially right
At these low interest rates, it pays to
be a borrower
• However, he was right that you should not
be a lender – the returns are just not there
• And you are getting absolutely ripped off if
you are a saver
Furthermore, the RBA just locked
these in until 2024
• About the time that international travel will
be in full swing again
The tsunami of easy money has been
fuelling booms across all asset types
• Prior to COVID, households had been
putting money into housing
If you were in a good enough position
to be a purchaser of any asset, then
you will be doing well
• The problem is that the vast majority of
Australians are not in the position
Retail and the Economy

10. • Darwin is the best out of
the capital cities
• Metro Perth is not too
far behind
• Some mining areas are
also back to pre-COVID
levels
28 out of 336
SA3s are back to or are above
their pre-COVID employment
levels
Unlikely that we will see the
vibrancy of the CBD back for a
few more years
Melbourne & Sydney CBDs are
laggards
Footfall and transport are down
Other capital cities are mixed
CBDs go AWOL
Retail and the Economy

11. Population growth is
all over the place
• Metro is down, regional is up
• Net growth will be well below trend for the next few years
• International students and migrants just won’t be coming
in large numbers
Retail and the Economy

12. NEW ZEALAND
But
Jobs and median weekly earnings are
above where they were before COVID
However
Footfall in Auckland and Wellington has
yet to return to pre-COVID levels
Public transport is also significantly down
NZ is facing many of the same issues as we are.
Retail and the Economy

13. Impact on
Products
Retail and the Economy

14. Key 2020 considerations
Fire affected areas
Impacts of COVID
• Allowed for little international travel
• Increased the Food and Grocery component
• Identified that incomes were going to be under
pressure and adjusted many spending estimates
accordingly
2020 Hitting a Moving Target
Retail and the Economy

15. Where we could have done better
Net positive effect of no international travel
Tremendous government support
Ability to dip into super
Migration away from city centres
Fine Tuning CSP and E&P
Retail and the Economy

16. Lorem ipsum dolor ete sit
amet, consectetur
2021 Outlook
The surge in food
and grocery is
plateauing
Households have a
desire to spend but will
need to be creative in
finding extra income
We have avoided the worst and are now congratulating
ourselves about that – and well we should!
Home
building/renovating
is an area of strength
Regional growth will
be constrained by
insufficient basic
infrastructure
We are on the road to recovery, but it
will be frustratingly slower than we want
Government support
will be reluctant
Retail and the Economy

17. Consistency
gets results
In putting together our data products, we aim
for an evolution of results.
The modelling is all designed to provide users
with a consistency of outputs across releases.
Retail and the Economy

18. 2021 Product
Spotlight
Retail and the Economy

19. Connect today’s
infrastructure with
tomorrow’s technology
to unlock the potential of
all your enterprise data
Integrate
Understand your data and
ensure it is accurate,
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for confident
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Analyse location data for
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Locate
Power enhanced decision
making with expertly
curated, up-to-date
business, location, and
consumer data
Enrich
The four elements of data integrity
D A T A I N T E G R I T Y
Retail and the Economy

20. Precisely Enrich
Power enhanced decision making with
expertly curated, up-to-date business,
location, and consumer data.
To reveal a hyper-accurate view of the world around us,
we continuously build, evolve, and maintain a rich portfolio
of data products and capabilities focused on data quality,
currency and usability.
Our portfolio includes:
• 400+ datasets
• 250+ countries and territories
• Millions of data points
Retail and the Economy

21. Addresses
A robust data portfolio offering depth and breadth of insight
Verified and
validated address
and property data
for map display and
analytics
Administrative,
community, and
industry-specific
boundaries for data
enrichment and
territory analysis
Detailed business,
leisure, and
geographic features
for location and
competitive
intelligence
Robust street-level
data for mapping,
analysis, routing, and
geocoding
Demographic and
consumer context
data for better
understanding
people and
behaviour
Boundaries Demographics Points of Interest Streets
Retail and the Economy

22. Lorem ipsum dolor ete sit
amet, consectetur
What’s new for 2021
Dynamic
Demographics
NZ Product refresh
and expansion
PreciselyID and
Address Fabric
World Premium Points of
Interest v6
Retail and the Economy

23. Intelligent Combination of Data
Household
Number of people, marital status
Ages, genders, ethnicities
Health
Education
Home
Housing type
Location
Neighbourhood
Pre-defined segmentation
Geodemographic based
Affluence
Lifestyle
Socio-economic
$$€
Economics
Income, disposable income
Purchasing power
Spend by category
MOBILE LOCATION DATA
Place: Where do people go?
Persistency: How frequently do they go there?
Period: How long do they stay there?
Path: Where do they go next?
Retail and the Economy

24. Residential vs. Daytime Profiled Locations
Residential locations: CAMEO Group 3 – Prosperous Families Daytime locations: CAMEO Group 3 – Prosperous Families
Retail and the Economy

25. Dynamic
Demographics
• Activity levels by
Day, Time, User
Type & Profile.
Real-World
Catchment Extents
Demographics &
Expenditure
• Age Profile,
Population Updates,
Population
Projections,
Expenditure
Estimates &
Projections
• SA1 or larger
Geo-
Demographics
• CAMEO Lifestyle &
Affluence
• Mesh Block or
larger
Traffic & Road
Network
• Traffic Counts and
Traffic Travelling
Speed, Weekday,
Weekend, Time
Buckets, Bi-
Directional
• Road segment
level
Competition &
POIs
• Fast Food, Coffee,
Supermarkets,
General POIs i.e.
Tourist Locations
• Land parcel/
Rooftop/Delivery
point
Built Environment
& Addresses
• Building outlines,
building heights,
land use, land
cover
• Addresses, land
parcels, properties
• Building and
address level
Retail and the Economy

26. 2,724,048
POIs with either an ABN or
an ACN appended
POIs
4,529,047
3,945,880
3,351,510
HTTP
1,674,943
1,161,395
571,969
WPPOI Australia
High Level Statistics
V6 Dec 2020
V5 Nov 2020
V5 Dec 2019
Retail and the Economy

27. PreciselyID
Suburbs & Localities
and Postcodes
GeoVision Buildings Multi Risk Bundle
PreciselyID
StreetPro suite
WPPOI suite
G-NAF Premium
Complete
Demographics suite
CadastralPlus
Property Information
Commercial
Neighbourhoods
Dynamic Movement
Information
Social/Contact
Information
Retail and the Economy

28. NZ Roadmap
Authoritative source
PreciselyID integration
Geocoding to primary
building
Address Fabric
Authoritative source
PreciselyID integration
Land Parcels
Commercial & Authoritative
sources
Suburbs & localities and
Postcode Boundaries
Administrative Boundaries
Authoritative source
PreciselyID integration
Modelled attribution
Buildings
Retail and the Economy

29. NZ Roadmap
Leading global source
Navigation Premium and
Traffic product options
Roads
Authoritative source
People, household and income
focused
SA1, Postcode and possibly
suburb resolution
Base Demographics
Multiple sources
Key spending categories paired
with income estimates
SA1, Postcode and possibly
suburb resolution
Consumer Spend Potential
Retail and the Economy

30. Questions?
Retail and the Economy

31. www.precisely.com