THE GLOBAL E-COMMERCE INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand ( macroeconomic factors, changes brought about by the 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. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Omnichannel strategies, technological investments, strengthening of logistics services, development of the FMCG offer, synergies with social networks, customer loyalty : 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.

THE 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.

FRAMING AND ENVIRONMENT

FUNDAMENTALS OF THE E-COMMERCE INDUSTRY

SECTORAL ENVIRONMENT

Overview (PESTEL analysis)

Economic environment

Internet repartition and usage

Social networks usage

THE MARKET AND THE ACTIVITY OF THE LEADERS

THE GLOBAL E-COMMERCE MARKET

Global e-commerce revenues

M-commerce

Social commerce

Best online-selling products

LEADERS' ACTIVITY AND PERFORMANCES

Leaders' combined revenue (2015-2020)

Leaders' aggregate operating income rate

Activity and individualised performances

COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

Overview (Porter's strengths)

Intra-sectoral competition

Threat of new entrants

Governments' influence

Bargaining power of customers and suppliers

LEADERS' STRATEGIES

Technology investments

Customer loyalty

Omnichannel strategies

Creating synergies with social networks

Strengthening logistics services

Online sales of consumer products

THE FORCES AT WORK

Ranking 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

Leader's profiles