www.spotsndots.com Subscriptions: $350 per year. This publication cannot be distributed beyond the office of the actual subscriber. Need us? 888-884-2630 or [email protected] The Daily News of TV Sales Thursday, January 28, 2021 Copyright 2020. SURVEY: 186M VIEWERS, $13.6B SPEND NRF: COVID WOES EXPECTED TO LIMIT PARTIES ADVERTISER NEWS More than 186 million people plan to watch Super Bowl LV Cadillac dealers will begin preparing their facilities for on CBS and/or other platforms Feb.7 in Tampa’s Raymond electric vehicles as early as next month, about a year be- James Stadium and will spend nearly $14 billion on food, fore the Lyriq hits the market, the brand said in a letter to beverages, team apparel and accessories, electronics, dealers yesterday. According to Automotive News, Cadil- decorations and furniture. lac is working with ABM, a provider of electrification solu- However, the $13.6 billion spend is down from recent Super tions, to assess the upgrades and costs necessary for each Bowls, as is the average spend per person as well as the dealer to sell and service EVs... Meanwhile: General Mo- number of people who will host or attend Super Bowl parties, tors will air two commercials during this year’s Super Bowl says a survey from the National Retail Federation. advertising its all-electric vehicles, CNBC says. One of the “With the ongoing impact of COVID-19, it’s no surprise that 60-second ads will feature the company’s new focus on consumers’ Super Bowl celebration traditions look a little electric vehicles — GM’s first corporate spot in more than a different this year,” according to Washington, D.C.-based decade — while the other will feature the automaker’s lux- NRF. “While many typically use the game as an excuse to ury Cadillac brand and its upcoming Lyriq crossover EV... get together with friends, just 28% say they will be throwing IKEA has built its business on the strength of its cavernous or attending a party or watching the game at a warehouse stores selling its ready-to-assemble bar, the lowest in the survey’s history.” furniture. The furniture giant is now pursuing a As a point of reference, the NRF survey was strategy that adds smaller urban locations and conducted by Prosper Insights & Analytics even shops to serve as pick-up points for online from Jan. 4-12, before the participating Super orders. The company plans to have all three for- Bowl teams were determined. mats operating in five American cities by 2024… Of those who plan to watch, 43% said the Walgreens Boots Alliance says Rosalind game itself between the defending Super Bowl Brewer will replace Stefano Pessina as CEO, champion and the Tampa effective March 15. As previously announced, Bay Buccaneers was the most important thing, Pessina will take the role of executive chairman 22% cited the commercials and 16% offered up the Pepsi of the board, replacing James Skinner. Brewer arrives from Super Bowl Halftime Show starring The Weeknd as the Starbucks, where she was chief operating officer for three reason they would watch. years, and will also join the Walgreens board... Sycamore Pepsi is among a list of brands that will not run spots during Partners says Belk will restructure under Chapter 11 bank- the game itself, also including Coca-Cola and Anheuser- ruptcy. The department store has entered into a restruc- Busch’s Budweiser. turing support deal with Sycamore (its majority owner), the Spots on CBS during the game are going for upward of holders of more than 75% of its loan debt... Macy’s-owned a record $5.6 million for 30-seconds, according to insights Bloomingdale’s is experimenting with a 22,000-square- and consulting firm Kantar. That tops the $5.2 million for 30 foot store format dubbed Bloomie’s. The store will open seconds on Fox during Super Bowl LIV last season. in Fairfax, Va. The move follows Macy’s experiments with According to an analysis conducted by Kantar, the 2020 Market by Macy’s, a small format similarly situated away Super Bowl generated a record-breaking $448.7 million in ad from enclosed malls... Amazon is continuing its efforts to in- revenue in under four hours of game time. This represented crease the federal minimum wage. In a corporate blog post, an increase of 33% over the Super Bowl in 2019 and Jay Carney, senior VP, Amazon global corporate affairs, exceeded the previous in-game record of $430 million seen said Amazon supports the Raise the Wage Act. The bill in 2017 when overtime led to extra commercial airings. would incrementally increase the federal minimum wage, People will spend an average of $74.55 each on Super bringing it to $15 an hour by 2025... Love’s Travel Stops is Bowl-related accouterments, according to the NRF. That continuing to expand. The company plans to open up to 50 is down more than $14 per person from a record average locations and add more than 3,000 truck parking spots and spend of $88.65 last season for Super Bowl LIV (Chiefs 3,000 jobs in 2021. The news follows a challenging 2020 in vs. ) and is the lowest average since which Love’s opened 38 new locations, added more than Super Bowl XLVII in 2014 ($68.27). 3,000 truck parking spaces and donated several million dol- Super Bowl LIV was played on Feb. 2, 2020, in Hard Rock lars to fight COVID-19, injustice and poverty and to help Stadium in Miami Gardens, Fla., before the COVID-19 sick and injured children... Customers at BJ’s Wholesale pandemic hit the U.S. Club will soon have a monthly payment option. The ware- Of those surveyed regarding Super Bowl LV, 77% said they house club chain will deploy the Citizens Pay omnichannel plan to spend money on food and beverages, the lowest financing solution from Citizens during Q1 for orders placed such figure since Super Bowl XLVI in 2013 (74%). online for delivery and for BOPIS and curbside pickup. BJ’s Team apparel and accessories are being purchased by is targeting customers purchasing large items like TVs and 11%, TVs by 9%, decorations by 7% and furniture by 5%. home furnishings. WEAK FLEET ACTION WEIGHS ON JANUARY SALES AVAILS Depressed fleet demand continues to hobble the overall WPLG-TV, the ABC affiliate in Miami-Fort Lauderdale, demand for new vehicles, leaving the seasonally adjusted Fla., has an opening for an experienced Account annual rate of sales in January 5.5% behind year ago levels, Executive. The ideal candidate will have in- according to new estimates by analysts. depth knowledge of television and digital, with Conversely, January retail sales are expected to increase proven success in cross-platform sales. We’re slightly, according to TrueCar. U.S. retail deliveries of new looking for someone that is creative with the cars and light trucks are forecast to see an increase of drive to develop new business as well as grow 0.4% from a year ago when adjusted for the same number revenue on existing accounts. You will need to of selling days. However, that increase isn’t going to be be goal-oriented and client-focused, with the ability to create enough to offset the impact of the depressed fleet market. campaigns and merchandize results. Send cover letter/ TrueCar, the car-buying help service, resume to [email protected]. EOE. expects the total SAAR to drop to an WRCB-TV, NBC, in scenic annual rate of 15.9 million units from Average transaction Chattanooga, Tenn., seeks 16.8 million units in January 2020 just prices for new vehicles in an experienced Account Executive to before the COVID-19 pandemic sent the January are projected to service established clients and develop car business into a tailspin. be up 4.2% ($1,509) from new business. We are looking for a The average transaction prices for new a year ago, but down 4.5% person who believes hard work pays vehicles are projected to be up 4.2%, or ($1,759) from December. off, is self-motivated and committed $1,509, from a year ago but down 4.5%, to succeed. Must have a track record or $1,759, from December. TrueCar of increasing station revenue in TV TrueCar projects that U.S. revenue and digital sales. Minimum 2 years of from new vehicle sales will reach broadcast television sales. If you are approximately $39 billion for January 2021, down 4.4% a strong competitor and a team player, we should talk. from a year ago. Resumes only to [email protected]. EOE. Fleet sales for January are expected to be down 23.7% from a year ago but used vehicle sales for January, which See your ad here tomorrow! CLICK HERE for details. are critical for setting the price of leases on new vehicles, are expected to reach 3.2 million, up 1% from a year ago SLING TV THE LATEST vMVPD TO RAISE PRICES and up 10% from December. Sling TV has upped the price of its two base tiers, Orange and Blue, by $5 a month to $35 for new customers, Next TV APPLE AGAIN MOST VALUABLE GLOBAL BRAND reports. The price of add-on packages is going up, too — Apple has reclaimed its title as the world’s most valuable the Sports Extra bundle has spiked a dollar a month to $11. brand for the first time in five years, withAmazon coming in Existing customers won’t experience a price increase until second. That’s according to the Brand Finance Global 500 July, thanks to the no-price-increase-for-one-year decree 2021 Index, which put Apple’s brand value at $263.4 billion, made by Dish Network-owned Sling TV last summer. up 87% over last year. As all virtual pay-TV services do when they inevitably up The brand consultancy said Apple’s diversification strategy their prices, Sling TV blamed the bump on fast-growing was behind the increase as the company has expanded program licensing costs. into digital and subscription services and even potentially Sling TV is notably bereft of access to CBS and ABC local into electric cars in the future. On New Year’s Day alone, stations, and it has been aggressive in pushing its users to App Store customers spent $540 million on digital goods get their locals from OTA sources. and services. At $35 a month, the service is still cheaper than Hulu + Amazon’s brand value grew 15% to $254.2 billion as the Live TV and YouTube TV, the two virtual MVPDs that have company experienced an unprecedented surge in online surpassed Sling TV in users. demand amid store closures resulting from the pandemic. At last count, the end of Q3, Sling TV had just under 2.5 Most recently, Amazon acquired 11 passenger planes from million subscribers, having added 203,000 users in Q3. struggling North American airlines to expand its air logistics capabilities as it moves toward building its own end-to-end STRONG AUTOMOTIVE, COMSCORE INK DEAL supply chain and eventually become a serious contender in Comscore says full-service automotive advertising air transportation. agency Strong Automotive Merchandising will be using Google had the third-highest brand value, inching up 1.4% its census-representative TV measurement at the local higher to $191.2 billion, followed by Microsoft with a brand level. The new agreement includes Comscore’s automotive value of $140.4 billion, a 20% increase. Samsung came in advanced audiences, according to a press release. fifth, withWalmart coming in sixth. Strong Automotive had previously partnered with Nielsen. The fastest-growing brand in the ranking was Tesla, whose Said John Paul Strong, owner and CEO of Strong brand valuation shot up 158% to $32 billion. Automotive Merchandising, which works to drive traffic to A brand’s value, according to Chain Store Age, is the dealerships: “With consumers now using so many different economic benefit it would achieve if it was licensed in the platforms, it is essential to have data that accounts for all open market, according to the consulting firm. The company of them. That’s why the Strong Automotive Merchandising reviews marketing investment, stakeholder investment, and media team is making the switch to Comscore as our business performance in determining brand value. primary consumer data provider.” 1/28/2021

The Daily News of TV Sales @ www.spotsndots.com PAGE 2 VIACOMCBS: SUPER BOWL INVENTORY SOLD OUT NBCU AWAITING DECISION ON TOKYO OLYMPICS ViacomCBS is “virtually” sold out of commercial inventory The Tokyo Olympics, set to begin July 23, are six months in Super Bowl LV, the company tells Ad Age. away. But with COVID-19 cases surging in Japan and This is similar phrasing CBS has used in prior games. While around the world and vaccine supplies falling short, the all inventory is accounted for, if a brand comes in with an Olympic torch is in danger of going unlit, according to The attractive offer they could find an opportunity. Hollywood Reporter. This year’s game will look a bit different than years prior, That uncertainty gives heartburn to media executives who with Super Bowl advertising stalwarts like Budweiser, had banked on the Games — which have already been Pepsi, Coke and Hyundai sitting on the sidelines. They delayed a year — marking a return to normal for the sports will be replaced by a large chunk of first-time Super Bowl TV business. Cancellation would mean billions of dollars advertisers, including Huggies, Scotts Miracle-Gro and flushed away, as the spend from Tokyo organizers, Olympic Chipotle, with more expected to announce committees and TV and media partners ad commitments soon. would be for naught. The automotive category and movie For Comcast’s NBCUniversal, it would studios, will, unsurprisingly, air fewer My son washes dishes also mean a major missed opportunity. spots in the game, Ad Age says. This like he knows there are The conglomerate was looking to the comes as studios, in particular, have been 12,000 germs but only Olympics to turbocharge its Peacock hit especially hard amid the pandemic. wants to kill one. streaming service. Last year’s pause A 30-second commercial in the game was forced the company to circle back to its going for about $5.5 million to $5.6 million, advertising partners for revised terms, a according to multiple buyers familiar with FunnyTweeter.com source at a competing network notes. the situation. NBCU said in March that it had booked more than $1.25 billion in national DEG: HOME ENTERTAINMENT SPEND HITS RECORD advertising commitments. Consumer spending on home entertainment in 2020 shot up more than 21% from the prior year to a record $30 billion, NOVEMBER HOME PRICES SKYROCKET 9.5% spurred by movie theater closures and stay-at-home orders The surge in home prices is not slowing down, thanks to brought on by the coronavirus pandemic, according to high buyer demand and a record low supply of homes for estimates by DEG: The Digital Entertainment Group. sale, CNBC reports. DEG noted that digital spending accounted for the majority of Prices nationally rose 9.5% in November, compared with the gains, led by subscription streaming, which saw spending November 2019, according to the S&P CoreLogic Case- climb 37.2% to an estimated $21.2 billion. Shiller Home Price Indices. That is the strongest annual Transactional video spending also posted significant growth rate in more than six years, and a significantly increases, with digital rentals up 18.3% in 2020 over 2019 stronger gain than in October, when prices were up 8.4%. and digital sales, or electronic sellthrough (EST), up 16%. It also ranks as one of the largest annual gains in the more According to DEG estimates, consumers spent more than than 30-year history of the index. $2.3 billion renting movies and other filmed content through The 10-city composite annual increase in prices was 8.8%, digital retailers (cable and Internet) in 2020, compared to just up from 7.6% in October. The 20-city composite showed a under $2 billion in 2019, and nearly $3 billion on purchases, 9.1% year-over-year gain, up from 8% the previous month. up from $2.6 billion the prior year. Detroit was excluded, however, because of continued data In Q4, total consumer spending on home entertainment rose reporting issues due to the pandemic. nearly 16% from 2019 to an estimated $7.8 billion. Again, streaming led the way, with spending up 33% to an estimated MONDAY NIELSEN RATINGS - LIVE + SAME DAY $5.6 billion, or 72% of the total. DEG noted that premium video-on-demand (PVOD) figures aren’t included in yearly or quarterly totals.

THIS AND THAT Deals with Roku and Amazon, and Wonder Woman 1984 airing as a video-on-demand film, contributed to HBO Max reaching 17.2 million activated subscriptions by the end of 2020. Variety says this is double the number that the streaming platform had in the previous three months... Forty percent of consumers say they plan to shop for apparel in stores either the same amount or less after being vaccinated, according to a study by First Insight. “It’s going to take a long time for people to get really comfortable and reacclimated to the way the world was,” said First Insight founder and CEO Greg Petro. “And so you can count on 2021 looking very similar to 2020.” About one-third of respondents said they are either unsure about receiving the COVID-19 vaccine or will not get it, First Insight found. 1/28/2021

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