eCommerce - The investor perspective
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This document summarizes the ecommerce landscape and opportunities for new companies. It notes that after massive growth in the late 90s and 2000s, only one major new ecommerce company (Amazon) emerged since 1999. However, ecommerce continues growing as a percentage of total retail sales and now represents over 10% of sales. While ecommerce used to require large capital investments, it is now more accessible due to decreasing development and customer acquisition costs as well as new models like private sales, subscriptions, and collaborative consumption. The future remains bright for innovative ecommerce entrepreneurs.
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eCommerce - The investor perspective
- 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
- 14. ECOMMERCE TODAY Big and ripe for innovation. 10X 10% 4X bigger than the ad market. penetrated online. less investments.
- 15. RENAISSANCE OF OUT-OF-THE-BOX COMMERCE BEGAN WITH FLASH (PRIVATE) SALES
- 16. PRIVATE SALES COMMERCE Renaissance. INVENTORY Hold & Return Build to Order Sense of urgency MODEL Luxury Fun Data MARKETING & SALES E-mail Exclusiveness Social Media
- 17. NOT EVERY ENTREPRENEUR NEEDS SCALE… Schrei vor Glück, oder schick’s zurück
- 18. NOT EVERY ENTREPRENEUR NEEDS SCALE… Schrei vor Glück, oder schick’s zurück
- 19. WE SEE GREAT POSSIBILITIES Decreasing development costs ! Decreasing customer acquisition costs ! Omnichannel possibilities ! Subscription Commerce ! Collaborative Consumption
- 21. DECREASING CUSTOMER ACQUISITION COSTS Fab
- 25. THE FUTURE?
- 26. OR BACK TO THE FUTURE?
- 27. TO BE FUTURE PROOF Service ! Service ! Service
- 28. THE B.I.C. MENTALITY IS WHAT WE NEED