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Silicon Valley & Emerging Markets
Jeff Richards
@jrichlive
September, 2015
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
Europe
Japan
Silicon Valley: A Shifting Perspective (5-7 Yrs Ago)
China
“ROW”
Europe
Japan
Silicon Valley: A Shifting Perspective (Today)
China
India
SE Asia
Africa
It’s All About Mobile
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
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
<2%
of US CPG Sales
are Online
US VCs Have Gone Nuts for Food
Fueling Growth
The Mobile Mom
Shopping on the Fly
Merchandising
Data
Cross-platform / channel
The Coming Online Grocery Boom?
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
Including the $70B Spirits Industry
Variety / Complexity
Upside in the US M-Commerce Opportunity?
China
2013: The Year the Lines Crossed
China today: 600M+
US today: 250M+
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
Putting China’s Mobile Commerce in Perspective
>1B registered users
>500M MAU
KFC – Doing it Right
Emerging Trends
Cross-Border Social Content Verticals
India
It’s All About Mobile (v2)
Driving Increased E-Commerce Sales
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?
Thank You
Jeff Richards
@jrichlive

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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
  • 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
  • 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
  • 21. KFC – Doing it Right
  • 23. India
  • 24.
  • 25. It’s All About Mobile (v2)
  • 27. 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?