Piper Jaffray analyst Gene Munster is out with a note today comparing foot traffic and sales per hour at Apple and Microsoft retail stores for Black Friday (via Fortune). Munster’s team apparently spent eight hours outside of the Mall of America Apple Store in Minneapolis to provide us with some good stats on how well Apple Stores did compared to the Microsoft Store at the same location. Munster found customers purchased 17.2 items per hour at the Apple Store, compared to just 3.5 products per hour at the Microsoft store. However, he also reported all but two of the Microsoft store purchases were Xbox titles.
During their eight hours at the Apple Store (and two hours at the Microsoft store), Munster’s team reported an average of 11 iPads per hour—compared to zero Microsoft Surface sales. Unfortunately, the chart above doesn’t track iPhones sales.
The positive take away was store traffic was up 31% y/y, likely driven by shoppers wanting to see the new iPad Mini. The negatives were that the most popular iPad Mini (16G) is in limited supply and Mac sales (~12% of revenue) continue to appear to be impacted by the iPad and a slowdown ahead of the new iMac.
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