I was thinking, did we just witnessed a change in the way people shop in the US? I mean, if we were to shift 300k from November to December (using the 360 as an example) then the 360 would have done 1.4 million in November and 2 million in December. Would we still be claiming doom? Even though the numbers are exactly the same in the long run?
Remember, the holiday shopping season starts the day after Thanksgiving. It's entirely plausible that the majority of people simply shopped early. For the first time stores opened early on Thursday night, effectively granting thousands of people the opportunity to partake in Black Friday deals (whereas they normally wouldn't). Also, cyber Monday has become just as big as Black Friday. I think it was just a case of more people simply buying early and taking advantage of deals as opposed to procrastinating.
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