Ecommerce Sector Scorecard Q1 2021 Update – Thematic Research
- Pages: 13
- Published: May 2021
- Report Code: GDTMT-TR-R311
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.
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.
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.
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Table of Contents
Ecommerce sector scorecard