Exclusive extracts from this 60-page-long report:
- Who are the key players?
E-commerce companies are very diverse, with no two comparable operators. Differences include anything from product and service portfolios, geographical reach, degree of diversification, to business models. Excluding global market leaders, e-retailers remain 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.com, Alibaba, Walmart, Otto Group, eBay, Rakuten, Zalando, Yoox-Net-A-Porter & MercadoLibre.
- What are the players' strategies?
To compete in this environment, online retailers continue to focus on building strong and comprehensive ecosystems in order to enhance entry barriers, strengthen customer loyalty, increase scale and profitability, and fend off new competitors. The main strategies for achieving these goals include technology development investments, the seamless integration of shopping platforms across all devices, further international expansion, and strategic acquisitions.
- What are the players' key growth and profitability drivers?
Amazon remains the world's leading online retailer by many counts. In 2018, it was by far the world's largest e-commerce company by revenues, the most visited e-commerce website in Western e-commerce markets, and the most diversified and international operator. Net sales jumped 31% during 2018, driven by higher unit sales as well as increased customers usage for its web services. Favourable exchange rate fluctuations also partly contributed to growth.