eCommerce - The investor perspective

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eCommerce got it's groove back. The investor perspective

eCommerce got it's groove back. The investor perspective

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  • 1. ECOMMERCE GOT IT’S GROOVE BACK! POUR YOUR HEART INTO IT. The investor perspective by Hubert Deitmers.
  • 2. VAN DEN ENDE & DEITMERS Powered by passion. Yesterday Albumprinter Central Point Paylogic Unamic Hyves Vista Print Greenfield SFX Xerox TMG Today Tomorrow Spil Games Metrixlab Unruly Media Eyeworks Adconion Ecommerce Edtech Digital Media & Marketing Enterprise Services Mobile
  • 3. ONLINE SHOPPING 1979 “ The commerce revolution was televised. ” Michael Aldrich
  • 4. TRAFFIC 2010 Just one new commerce company since 1999. All properties eCommerce Google 1! Amazon Facebook*! 2! eBay Yahoo 3! Netflix Youtube*! 4! Walmart Wikepedia*! 5! BestBuy Myspace*! 6! Ikea Blogger*! 7! Target eBay 8! NewEgg*! Live*! 9! Overstock Craigslist 10 Macy’s * = Newcomers since 1999 Source: Alexa Global Traffic Rankings 2010
  • 5. ECOMMERCE CONTINUES TO TAKE SHARE 11,7% 12% 10,5% 9,3% Share of sales 9% 8,1% 7% 6% 6% 4,9% 3,8% 3% 0,8% 1,4% 1,9% 1,6% 2,3% 3% 0% 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012* 2013*
  • 6. WE'VE ONLY JUST BEGUN
  • 7. AMAZON IS GERMANY’S HORSEMAN Generates more than number 2 to 10 combined. COMPANY TURNOVER 2012 [Mio. Euro] Amazon EU S.a.r.l. 4.811,1 Otto (GmbH & Co KG) 1.701,0 notebooksbillinger.de AG 485,0 Zalanda GmbH 411,6 Verlagsgruppe Weltbild GmbH 388,9 Conrad Electronics SE 372,9 Tchibo GmbH 360,0 Bonprix Handelsgesellschaft mbH 357,0 Cybortport GmbH 343,1 Esprit Retail B.V. & Co. KG 327,7 4.747,2 Bron: Studie E-Commerce-Markt Deutschland 2013
  • 8. WE HAVE OUR OWN FOUR HORSEMEN
  • 9. AND HOW DID THEY GET THERE 1999 Offline marketing Building credibility 1999 Verticals Extreme customerservice 1952 Turnaround Delayed payment 1996 Focus Innovation
  • 10. SO… IS THERE LIFE FOR NEW HORSEMEN?
  • 11. YES!
  • 12. ECOMMERCE USED TO BE A CAPITAL INTENSIVE BUSINESS $ BUYING INVENTORY FULFILLMENT INVENTORY RISK WAREHOUSING TECHNOLOGY CUSTOMER ACQUISITION COSTS/ CONVERSION
  • 13. ECOMMERCE TODAY Big and ripe for innovation. 10X 10% 4X bigger than the ad market. penetrated online. less investments.
  • 14. RENAISSANCE OF OUT-OF-THE-BOX COMMERCE BEGAN WITH FLASH (PRIVATE) SALES
  • 15. PRIVATE SALES COMMERCE Renaissance. INVENTORY Hold & Return Build to Order Sense of urgency MODEL Luxury Fun Data MARKETING & SALES E-mail Exclusiveness Social Media
  • 16. NOT EVERY ENTREPRENEUR NEEDS SCALE… Schrei vor Glück, oder schick’s zurück
  • 17. NOT EVERY ENTREPRENEUR NEEDS SCALE… Schrei vor Glück, oder schick’s zurück
  • 18. WE SEE GREAT POSSIBILITIES Decreasing development costs ! Decreasing customer acquisition costs ! Omnichannel possibilities ! Subscription Commerce ! Collaborative Consumption
  • 19. DECREASING DEVELOPMENT COSTS Etsy
  • 20. DECREASING CUSTOMER ACQUISITION COSTS Fab
  • 21. OMNICHANNEL POSIBILLITIES Stella & dot
  • 22. SUBSCRIPTION COMMERCE Shoedazzle
  • 23. COLLABORATIVE CONSUMPTION Airbnb
  • 24. THE FUTURE?
  • 25. OR BACK TO THE FUTURE?
  • 26. TO BE FUTURE PROOF Service ! Service ! Service
  • 27. THE B.I.C. MENTALITY IS WHAT WE NEED