Ecommerce Sector Scorecard Q1 2021 Update – Thematic Research

The thematic screen of GlobalData’s ecommerce sector scorecard can be roughly divided into two halves: those companies that have enjoyed an increase in demand caused by COVID-19 and those companies that have seen their businesses suffer because of the pandemic.

Scope

This sector scorecard provides a top-down, comprehensive outlook for the key players in the ecommerce sector over the next two years, based on the key themes set to transform their industry landscape.

Key Highlights

The first category includes the retail giants (Amazon, Alibaba, JD.com, and Walmart), the ecommerce specialists (Etsy and Shopify), the payment providers (PayPal, Visa, and Mastercard), and the streaming service providers (Netflix and Spotify). The second group comprises online travel companies (TripAdvisor, Booking Holdings), ridesharing companies (Uber, Lyft), and online real estate companies (Zillow, Purplebricks). The companies in the latter group will be hoping that the gradual easing of the pandemic in the US and Europe will bring with it an increase in demand. However, challenges are likely to continue throughout the rest of 2021.

Reasons to buy

Companies that invest in the right themes become success stories; those that miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders that invade your sector.

To help our clients gain a competitive advantage, we have developed GlobalData’s thematic research ecosystem. This single, integrated global research platform provides an easy-to-use framework for tracking all themes across all companies in all sectors.

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats.

Companies mentioned

Airbnb

Alibaba

Alphabet

Amazon

AO.com

Apple

ASOS

Autohome

B2W

Baidu

Boohoo.com

Booking Holdings

Carsales.com

Deliveroo

Delivery Hero

DeNA

Didi Chuxing

DoorDash

Ebay

Etsy

Expedia

Facebook

Groupon

Grubhub

IAC Interactive

Info Edge India

JD.com

Just Dial

Just Eat Takeaway

Kakaku

Kakao

Lyft

MakeMyTrip

Mastercard

Meituan Dianping

MercadoLibre

Momo

MoneySuperMarket

Naver

Netflix

Ocado

PayPal

Pinduoduo

Purplebricks

Rakuten

Rea Group

Rocket Internet

Shopify

Sina

Sohu

Spotify

Tencent

Trip.com

TripAdvisor

Uber

VIP.com

Visa

Walmart

Yahoo! Japan

Yandex

Zalando

Zillow

Table of Contents

Executive summary

Introduction

Sector performance

Ecommerce sector scorecard

Thematic methodology

    Pricing

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