Fashion E-Commerce in the Nordic countries

1. Focus on
”Fashion e-Commerce in the Nordic Countries’’
March
2011
PARIS2011
Opera
CSTOCKHOLM
©
- apital
Partners
1

2. Nordic countries have the highest rate of e-Shoppers
in Europe
Correlation between the Internet penetration and the e-Commerce market.
Highest amounts spent per capita in 2010 in €.
1000
800
Source: Eurostat, 2008-09
600
400
200
0
Source: Kelkoo
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2011
Opera
Capital
Partners
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3. Key market features
A very segmented market
Fashion e-Commerce
Multi-Brand Bricks and clicks Mass customization
Multi-Brand sites Private sales
Nordic countries show key differentiations
Apparel ranks 1st in Sweden… Up to 6 payment solutions used in Scandinavia…
… 4th position in Specificity of Nordic countries … 2 in Europe:
UK and France • Bank cards
• Bank transfers • Paypal
• Mobile Payment
• e-Wallet
• Invoice
• Bank cards
• Cash-on-delivery
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2011
Opera
Capital
Partners
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4. Innovations in the sector pave the way to pure players
• Marketing innovations
• Sales innovations
• A pure players market
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2011
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Partners
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5. Marketing innovations: New ways to reach core targets
Share of Internet advertising expenditure in Europe. New ways to advertise and/or sell in fashion e-Commerce
à The 3rd advertising channel in terms of expenses.
20.0% SOCIAL
18.0% NETWORKS RETARGETING
16.0%
14.0%
12.0%
10.0%
Internet
8.0%
6.0%
4.0% VIRTUAL
WORLDS
2.0%
0.0%
1997 2004 2011
Source: World association of newspapers
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2011
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Capital
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6. Sales innovations: Mass customization
DEMAND
• Increasing demand for
personalized goods MASS CUSTOMIZATION
+ -
TAILORED PRODUCTS
CAPABILITY
• Computerization
• Virtual modeling
• 3D technologies
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2011
Opera
Capital
Partners
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7. Pure players to become industry leaders
Multi-Brand
Very segmented market with
different Business models Multi-brand sites
Private sales
Mass Bricks-and-clicks
customization
Unique Brand
Tailored Selected Mass
production production production
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2011
Opera
Capital
Partners
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8. Dynamic ecosystem of highly specialized players
A live-box of highly skilled new entrants all along the value chain
• Logistics
• Technology enablers
• Payment solutions
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2011
Opera
Capital
Partners
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9. Logistics: A strategic focus
Logistics issues involved in the Top 3 reasons for not shopping online
New entrant
• Logistics
• Technology
enablers
Example: Relex
• Payment Logistics software solutions
solutions à In average, the software increases
customers’ sales from 3% to 5%.
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2011
Opera
Capital
Partners
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10. A competitive ICT sector leading to 2 types of new
entrants
Service providers E-Commerce
facilitators
• Logistics
• Technology
enablers Example: Burt Example: Pixboom
Retargeting / Web analysis Tags on pictures to find out
à Increases companies visibility where to shop the item
à Partnership with Nelly.com
• Payment
solutions Example: Fits.me
Virtual fitting room
à Answers sizing issues
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2011
Opera
Capital
Partners
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11. An innovative network of payment providers
E-Commerce Mobile Suits private Suits
solutions payment people professionals
ü ü ü ü
ü ü ü ü
• Logistics
ü ü ü ü
ü
• Technology
enablers
ü ü ü
ü ü ü
ü
• Payment
solutions
ü ü
ü
©
2011
Opera
Capital
Partners
Main focus
ü Under development
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12. Who we are: Opera Capital Partners
One goal: to optimize growth and
equity value for growth technology companies
Private
Placement
Mergers
&
Acquisitions
Corporate
&
Institutional
Fund
raising
Investor
Services
(CIIS)
• Financing
growth
• Buy-­‐side/sell
side
advisory
• Coverage
of
the
entire
investment
process
(deal
• Financing
M&A
• Exit
strategies
(Spin-­‐offs,
carve
sourcing,
due
diligence...)
out,
Owner
Buy
Out,
MBO,
• Financing
shareholders
exit
LBO)
• Valuation
and
fairness
opinions
• Acquisition
negotiation
• Strategic
intelligence
• Strategic
Alliances
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2011
Opera
Capital
Partners
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13. OPERA CAPITAL PARTNERS
O Headquarter Offices
PARIS HQ
12/14 Rd-Point des
Champs Elysees
75008 – Paris
France O
STOCKHOLM HQ
Gävlegatan 18C
113 85 – Stockholm
Sweden
CONTACT O
www.opera-cp.com
O
contact@opera-cp.com
O
O
O Offices in
NANTES
MARSEILLE
LYON
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2011
Opera
Capital
Partners
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