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Summary Points
1. 2025 retail will be very different… Mobile is just part of the explanation
2. 2025 value chain be re-structured
– Stores will remain about 75% of retail by 2030.. A few wild cards..
– Digital retailers and marketplaces are share takers and generally do not drive increased
consumption (in the aggregate)
– Digital Retail Growth Leaders are the 1P/3P Marketplaces... Amazon, Ali, JD.com etc.
– Only a few SBR.com will compete at scale (WMT.com)
3. Digital intermediaries (non-retailers) may drive/control “click2buy”
4. Now - Economics - Digital Retail not profitable for broad-line retailers with fast
turning, intensely distributed goods – esp. those selling temperature controlled
product
5. Now - Brick & mortar challenge is realigning asset base.. Very inflexible, long term

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Dan O'Connor - RetailNet Group Retail Industry Overview

  • 1. www.retailnetgroup.comKnow Tomorrow Today Summary Points 1. 2025 retail will be very different… Mobile is just part of the explanation 2. 2025 value chain be re-structured – Stores will remain about 75% of retail by 2030.. A few wild cards.. – Digital retailers and marketplaces are share takers and generally do not drive increased consumption (in the aggregate) – Digital Retail Growth Leaders are the 1P/3P Marketplaces... Amazon, Ali, JD.com etc. – Only a few SBR.com will compete at scale (WMT.com) 3. Digital intermediaries (non-retailers) may drive/control “click2buy” 4. Now - Economics - Digital Retail not profitable for broad-line retailers with fast turning, intensely distributed goods – esp. those selling temperature controlled product 5. Now - Brick & mortar challenge is realigning asset base.. Very inflexible, long term