Managing the Cash Transaction at the POS: Mobile or Traditional Stack. Wednesday, June 22, 2016

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Managing the Cash Transaction at the POS: Mobile or Traditional Stack Wednesday, June 22, 2016

Today s Presenters Stephen Bergeron V.P. of Global Marketing E: stephen.bergeron@us.cashdrawer.com M: 1 508 789 1307 @BowTieStephen Connect with @APGCashDrawer:

Today s Agenda Why cash is still king The cost of handling cash Cash management benefits Cash management solutions

There is a Future of Cash Transactions

Polling Question: What is your personal payment preference? a. Mobile wallets all the way b. Cash is king c. Plastic- credit card and/or debit d. A healthy mix of mobile and credit card e. I use all three

Total amount of US currency in circulation is ever-growing There was approximately $1.45 trillion in circulation as of April 16th, 2016, of which $1.4 trillion was in Federal Reserve notes.

Six Reasons Cash Still Wears the Crown 1. It s universal. Cash is accepted everywhere, from big chains to mom-and-pop shops 2. It s fast. Credit card and debit card transactions take more time 3. It s influential. Larger stores prefer cash to avoid fees 4. It s anonymous. People like privacy, and cash affords them that luxury 5. It s simple. No hidden-fee structure. Single, simple transaction 6. It s direct. It s tactile and works in real time

Cash is Still Relevant (Federal Reserve CPO Reports, Trends in Retail Cash Automation, February 2014 and Cash Continues to Play a Key Role in Consumer Spending, April 2014 )

Use of Payment Instrument by Transaction Amount (Federal Reserve CPO Reports, Cash Continues to Play a Key Role in Consumer Spending, April 2014)

US Dollar - Stats on Cash vs. Cards Three out of every five consumers will use cash for purchases less than $5 (616 adult U.S. credit card holders were surveyed) Kossman, Sienna. "Poll: Pay with Cash or Card for $5 Purchase? CreditCards.com News. 22 Mar. 2016.

Cash Matters North America Despite the growing popularity of electronic payments and a preference by many consumers for payments with plastic, cash isn t going away any time soon. Consider these stats: 40 % of transactions involve cash Cash is used in two-thirds of transactions under $10 55 % of U.S. SMBs don t accept credit cards 60% of consumers buy food with cash Cash losses cost U.S. businesses $55 billion annually U.S. currency in circulation was $1.45 trillion as of April 2016 QuickBooks Intuit, August 2015 The Fletcher School, Tufts University, 2013 Federal Reserve Bank of San Francisco Report, June 2014 Federal Reserve notes April 16, 2016 Federal Reserve.gov

Grocery Retailing Payments Study 2015 91% of shoppers carry cash and use it particularly for small purchases Cash remains an important form of payment, having the highest share in terms of transactions and the third-highest in terms of dollar sales. Balance Innovations / NGA 2015

US Grocery Shopper Trends 2015 - FMI US Grocery Shopper Trends 2015, FMI

Global Stats on Cash

US Dollar - Stats on Cash Despite forecasts of a cashless society, the United States is nowhere near the realization of this vision. In fact, if the use of cash were to decline by 17% every five years - what our forecast for 2016 calls for -then the use of cash in the United States wouldn't fall below $1 billion before the year 2205, roughly 200 years from now. --Source: Aite Group, The Less - Cash Society: Forecasting Cash Usage in the United States, January 2011

The Cost of Cash Management

Cash Management - Grocery Retailing Segments Traditional Grocery Supermarket (15k-60k SKUs) Fresh Format (Whole Foods, The Fresh Market) Limited-Assortment Store (Aldi, Trader Joe s) Super Warehouse (Cub, Food 4 Less) Other Small Grocery Non-Traditional Grocery Wholesale Club (Sam s, Costco) Supercenters (Super Target/Walmart, Kroger) Dollar Store Mass (Walmart/Target) Military E-commerce (Corborns, ShopRight)

The Cost of Cash

Retail Loss Prevention and Inventory Shrinkage Employee theft is the largest contributor to loss and will effect retailers bottom line - Jack L. Hayes International, Inc., 6/14 Research Suggests 1 in 3 employees steal if given the opportunity, employers should pay attention - U.S. Retail Fraud Survey 2014, Retail Knowledge [Cash theft] now represents the second biggest area of store loss at 24% of shrink - U.S. Retail Fraud Survey 2014, Retail Knowledge

The Cost of Cash Discrepancies More than 40% of shrink is from internal theft; half comes from employee fraud right at the register U.S. News and World Report, 34% of employees aged 18-29 believe it is justifiable to steal from their employer Department of Justice - employee theft increases 15% each year Dishonest employees steal 55% more than shoplifters On average it takes 18 months to catch an employee who is stealing

The Cost of Cash Discrepancies On a Global Scale Shrink comprised of shoplifting, employee or supplier fraud, organized retail crime and administrative errors, cost the retail industry more than $123 billion globally last year, and represented 1.2% of retail sales, on average --The 2014-2015 Global Retail Theft Barometer

Grocery Employee Theft: The Stats Back it Up How do they steal (front end)? Eating or taking food for their own personal consumption Voiding items or checks and pocketing the cash Failing to properly ring items or dropping sales and taking the cash How do they steal (back office)? Deposit Theft Manipulating the Books Changing Daily Receipts (Post Voids, Cancel Checks)

The Cost of Cash Management During a standard retail cash transaction, cashiers spend at least two minutes counting, sorting, or handling bills. This time is spent looking down and focusing on something other than the customer. And that s time that could be better spent interacting with a customer and listening for potential ways to cross-sell products. --ARCA, April 2014

The Cost of Cash Management 11 drawers counted per day on average It takes seven minutes to count a drawer on average, with most grocery cashiers counting the tills before and after their shifts Grocery Retailing Payments Study 2015, Balance Innovations / NGA

The Cost of Cash Management Grocery retail clerks spend an average of 2.5 hours to complete the daily drawer balance Grocery Retailing Payments Study 2015, Balance Innovations / NGA

The Cost of Cash Management U.S. independent grocers average 10 checkout lanes, with the bulk of transactions running through cashier-assisted lanes (85%) Grocery Retailing Payments Study 2015, Balance Innovations / NGA

The Cost of Cash Management Cash Back 85% of independent grocers offer their customers cash back when paying for groceries. The average cash back for cashier assisted lanes is $50 and $40 for self check outs Grocery Retailing Payments Study 2015, Balance Innovations / NGA

The Cost of Cash Management Manual Reports Grocery Retailing Payments Study 2015, Balance Innovations / NGA

What is Cash Costing You?

Cash Management Benefits How May I Help You?

Cash Management Benefits: Streamline customers through the transaction queue: 10% of all shoppers walk out of the store when the lines are long Provides change instantly Saving about 10-15 seconds on every cash transaction Serve more customers faster during peak hours Employees and Managers spend more time on the sales floor: Greater focus on cross-selling or up-selling Focus on customer engagements Informed and properly trained sales associates

Cash Management Benefits: Improve the visualization of what you charge and give as change Ensure you give the right change Allow the attendant more time for customer service Improve hygiene by avoiding direct contact with money Faster transaction time means higher transaction volume The customer check-out experience makes a lasting impression

Data Security and mpos

Digital Transformation of the Market EBF-Discussion-paper_Digital-transformation-of-banks-and-the-DSM_June-2015-2.pdf. European Banking Federation. www.www.ebf-fbe.eu. Feb.3, 2016

MEF Global Mobile Money Report 2015 Mobile Banking Mobile Wallet 34% Non-User 66% User 20% User 80% Non-User US 29% debit/credit card mobile purchase global average is 18% http://www.mobileecosystemforum.com/solutions/global-mobile-money-initiative/global-mobile-money-report-2015/

Global Mobile Payments Consumer Study

Grocery Retailing Payments Study As mobile and self-checkout technology advance, and shoppers increasingly integrate technology into their shopping trips, grocery stores will need to offer a variety of checkout configurations to meet customer demand. Grocery Retailing Payments Study 2015, Balance Innovations / NGA

US Grocery Shopper Trends 2015 - FMI US Grocery Shopper Trends 2015, FMI

Mobile and Online Grocery Sales Predictions 2020 Grocers guess that 8 percent of total grocery sales in the U.S. will be ordered using mobile devices. 2025 Grocers foresee continued growth for mobile grocery orders (22%) and the online market to 19 percent indicating faster growth expectations for mobile. Grocery Retailing Payments Study 2015, Balance Innovations / NGA

Independents ready to accept mobile payments Grocery Retailing Payments Study 2015, Balance Innovations / NGA

Money20/20 Best Tweets About Cash Money 20/20, November 2015

Independent Retailers Take Data Security Extremely Seriously

Today s Cash Management Solutions

Polling Question: Within business today, what sort of cash management solutions have you implemented? (Select all that apply) a) Electronic Coin Dispensers b) Cash Counting Dispensers c) Cash Recyclers d) Cash Weighing Solutions e) None of the above

Yesterday and Today Very Old School Cash drawers count the money at the change of shift Old School Cash reconciliation through weighment and change management through coin dispensing New School Use a cash drawer that has a scale built in that counts / weighs the money real-time. (Three companies support this today) Even Newer School Use front end cash recycler, not to be confused with self checkout. (Several companies offer this type of solution)

Electronic Coin Dispenser Benefits Improve cash transaction time by 5 8 seconds Increase cashier proficiency and reduce training time Faster shift cash out Reduces shrink

Verticals they Fit? General Merchandise Hospitality-QSR Grocery Convenience Stores

Cash Counting Solutions Benefits Cash is counted in the fraction of the time it takes by hand typically in under 1 minute Staff is spending less time counting cash average time to count a till is 10 minutes Staff spends more time serving customers 9 additional minutes a shift per cashier

Verticals they Fit? Hospitality Grocery Convenience Store

To infinity and beyond.. -Disney and Pixar s Toy Story

Cash Recycling Benefits Avoid errors in the till Eliminates counterfeit notes and coins Optimize opening and closing till balance Simplify your cash collection Cash Room Labor savings (redeploy employees) Elimination of idle cash No theft or errors Eliminates counterfeit notes and coins Optimize opening and closing till balance

Verticals they Fit? Supermarkets and Bakeries Gas Stations and Convenience Stores Specialty Retail Restaurants and Quick Serve

ROI Facts: Cash Recycling Till Shortages Un-intended Theft Labor Savings Shift Changes Back Office Cashing Process Making Change Support Savings Bank Deposit Coin Management Bill Management Typical ROI is 12 months

Cash Counting Weighment How it works Standard cash drawer Electronic Weighing Technology Serial/USB data with the POS, Kick out cable with the printer Counts how much cash there is in the till. Reconciles cash to sales made Records all cash movements

Cash Counting Weighment Benefits Optimize the time Enhance operational efficiency Reduce cash losses Cut the cost of cash Control the cash flow

Verticals they Fit? Food/Grocery Hospitality QSR & Bar Gas Stations and Convenience Stores Retail

How often do you count your cash at each Point of Sale? Front End Start of day Shift Float Top Off Top Off Check-out Cash Lift End of Shift Reconciliation Back Office Security Till Checks

RIO Facts: Weighment Cash Management Solutions Cash loss reductions Labor savings Potential for labor reallocation No service interruptions Typical ROI of 11 to 14 months

Summary Cash will be around for a long time There is a cost to handling cash Cash management solutions do not have to be dumb & hard wired

Visit us at booth #1555