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Silicon Valley and Emerging Markets


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A look at the shifts in focus in Silicon Valley as mobile has taken technology to a global scale. This presentation looks at the impact of mobile and emerging markets on how people consume and the disruption coming to traditional industries, such as food, CPG, and spirits.

Silicon Valley and Emerging Markets

  1. Silicon Valley & Emerging Markets Jeff Richards @jrichlive September, 2015
  2. Silicon Valley & Emerging Markets Intro to GGV Capital and Venture Capital Silicon Valley Perspective The Importance of Mobile Innovation and Tech in CPG/Food/Grocery China India Q&A
  3. Europe Japan Silicon Valley: A Shifting Perspective (5-7 Yrs Ago) China “ROW”
  4. Europe Japan Silicon Valley: A Shifting Perspective (Today) China India SE Asia Africa
  5. It’s All About Mobile
  6. Facebook DAU Growth By Region 0 100 200 300 400 500 600 700 800 900 1000 0 50 100 150 200 250 300 Q1 13 Q2 13 Q3 13 Q4 13 Q1 14 Q2 14 Q3 14 Q4 14 Q1 15 USA Europe Asia ROW Total Source: Facebook
  7. Your Customer is On the Mobile Internet +2B new smartphone users in next 5-7 years Predominantly in China, India, SE Asia Most will never use a PC Source: Creative Strategies
  8. <2% of US CPG Sales are Online
  9. US VCs Have Gone Nuts for Food
  10. Fueling Growth The Mobile Mom Shopping on the Fly Merchandising Data Cross-platform / channel
  11. The Coming Online Grocery Boom?
  12. Grocery & Household Good Delivery Restaurant Delivery Delivery-Enabled Incumbents New Entrants Marketplace Model Courier Model Summary: Includes traditional offline grocers and internet giants that have started to offer grocery delivery svcs, Summary: Online and mobile-only startup services offering grocery, household goods & farm delivery Summary: Orders delivered by restaurant staff; platform processes orders & acquires customers Summary: Platform employs its own couriers to pick up and deliver from restaurants; user pays a delivery fee Vertically Integrated D2C DIY Meal Kit Summary: Sources ingredients, prepares food and delivers all in-house; relatively small menu size on any given day but offers low price point, freshness and consistent delivery experience Summary: Sources, packages and delivers pre-measured ingredients and recipe cards for users to prepare themselves; usually sold as a subscription model with fixed # of meals a week and regularly changing menu Corporate Catering Hybrid Retail Summary: Users pre-order items online or in-app, then schedule physical pick-up at a future time Summary: Competes with traditional caterers by offering online ordering and diverse options including restaurants, custom menus and healthy options Meal Sharing Summary: Allows chefs or other individuals to sell tickets to privately cooked meals outside of restaurants Food Startup Competitor Landscape
  13. Including the $70B Spirits Industry
  14. Variety / Complexity
  15. Upside in the US M-Commerce Opportunity?
  16. China
  17. 2013: The Year the Lines Crossed China today: 600M+ US today: 250M+
  18. 5% 6% 7% 11% 12% 15% 20% 27% 33% 36% 42% 51% 55% 0% 10% 20% 30% 40% 50% 60% Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Mobile % Share of Alibaba GMV: Q2 2012 to Q2 2015 2012 2013 2014 2015 Source: Alibaba Group
  19. Putting China’s Mobile Commerce in Perspective
  20. >1B registered users >500M MAU
  21. KFC – Doing it Right
  22. Emerging Trends Cross-Border Social Content Verticals
  23. India
  24. It’s All About Mobile (v2)
  25. Driving Increased E-Commerce Sales
  26. Challenges and Opportunity “10 years behind China” – Est 40M shoppers online (vs 500M+ in China) Infrastructure – very difficult to deliver to significant portions of country Incredible city density Very few cars (20M vs 120M+ in China) Different government influence / control Heavy investment in O2O Huge opportunity in grocery?
  27. Thank You Jeff Richards @jrichlive