Do you remember the massive freeze in the UK this time last year? Nobody was going anywhere. If you’ve forgotten, check out the weather charts here, and note that the temperature high was 1c in London (the warmest bit of the UK) and the low went down to -17c in Wales. It was freaking freezing, and the roads were not usable.
All this had a very painful effect on online retail. Take a look at the chart below, which shows daily UK Google searches for “Amazon” in 2010 (red line) vs 2011 to date (blue line).