THE GLOBAL E-COMMERCE INDUSTRY

MARKET ANALYSIS IN THE LIGHT

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global E-commerce industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Use of AI in group logistics, development of FMCG product offering, etc. : the report details the growth levers prioritised by the world leaders in the E-commerce industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• The economic environment

• Internet penetration rate

• The use of social networks

THE GLOBAL E-COMMERCE MARKET

• Global e-commerce revenue

• M-commerce

• Social e-commerce

• Product categories sold

LEADERS' BUSINESS AND PERFORMANCE

• Revenue

• Operating profit rate

• Individualised performance

4. COMPETITION AND LEADERSHIP STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Competitive intensity

• Threat of new entrants

• Government's influence

• The negotiating power of customers and suppliers

LEADERS' STRATEGIES

• Overview

• Investment in new technologies

• Building customer loyalty

• Reinforcing the social aspect of consumption

• Developing logistics services

• Expanding the range of fast-moving consumer goods

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the global E-commerce industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• ALIBABA GROUP

• AMAZON

• PINDUODUO

• JD.COM

• WALMART

• EBAY

• RAKUTEN

• COUPANG

• MERCADOLIBRE

• ZALANDO

ALIBABA GROUP

AMAZON

PINDUODUO

JD.COM

WALMART

EBAY

RAKUTEN

COUPANG

MERCADOLIBRE

ZALANDO