Exclusive extracts from this 69-page-long report:
- Who are the key players?
E-commerce companies are very diverse, with no two comparable operators. Differences include product and service portfolios, geographical reach, degree of diversification, business models, etc. Excluding global market leaders (Amazon, eBay, Alibaba Group), e-retailers are mostly local or regional businesses that focus on their domestic or regional markets. Operations are strongly segmented (various types of suppliers and customers) and typically rely on regional supply chains. [...]
Groups analysed in this report include: Amazon, JD, Alibaba, Otto, eBay, Rakuten, Zalando, Cnova, Yoox Net-A-Porter and MercadoLibre.
- What are the players' strategies?
Amazon upped its game in the offline commerce sector with the €11bn acquisition of premium grocery chain Whole Foods in the US (closed August 2017). The move reflects the group's ambition to tap opportunities across the overall US food and grocery market. Moreover, Amazon is dramatically accelerating its development in the fresh grocery segment: it has begun offering free delivery services for fresh produce (for Prime Now customers) in a number of US cities, with plans to expand the feature to the entire nation by the end of 2018. […]
- What are the players' key growth and profitability drivers?
Sustained growth in online retail in China and expansion into e-commerce in SE Asia (consolidation of Lazada) were behind Alibaba's stellar performance in 2017. Revenue in core commerce rose 44.9% yoy, while revenue from cloud computing and digital content businesses increased even more markedly (+120.7% and 270.9% yoy, respectively). [...]