ecommerce - the investor perspective
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eCommerce got it's groove back. The investor perspectiveTRANSCRIPT
ECOMMERCE GOT IT’S GROOVE BACK! POUR YOUR HEART INTO IT.
The investor perspective by Hubert Deitmers.
VAN DEN ENDE & DEITMERSPowered by passion.
Albumprinter Central Point
Paylogic Unamic Hyves
Vista Print Greenfield
SFX Xerox TMG
Yesterday Today
Spil Games Metrixlab
Unruly Media Eyeworks Adconion
Tomorrow
Ecommerce Edtech
Digital Media & Marketing Enterprise Services
Mobile
Michael Aldrich
“The commerce revolution was televised.”
ONLINE SHOPPING 1979
All properties eCommerce
Google Facebook*!
Yahoo Youtube*!
Wikepedia*!Myspace*!Blogger*!
eBay Live*!
Craigslist
Amazon eBay Netflix Walmart BestBuy Ikea Target NewEgg*!Overstock Macy’s
1!2!3!4!5!6!7!8!9!10
Source: Alexa Global Traffic Rankings 2010
* = Newcomers since 1999
TRAFFIC 2010Just one new commerce company since 1999.
ECOMMERCE CONTINUES TO TAKE SHARES
har
e o
f sa
les
0%
3%
6%
9%
12%
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012* 2013*
11,7%
10,5%
9,3%
8,1%
7%
6%
4,9%
3,8%3%
2,3%1,9%1,6%1,4%
0,8%
WE'VE ONLY JUST BEGUN
AMAZON IS GERMANY’S HORSEMANGenerates more than number 2 to 10 combined.
Amazon EU S.a.r.l.
Otto (GmbH & Co KG)
notebooksbillinger.de AG
Zalanda GmbH
Verlagsgruppe Weltbild GmbH
Conrad Electronics SE
Tchibo GmbH
Bonprix Handelsgesellschaft mbH
Cybortport GmbH
Esprit Retail B.V. & Co. KG
4.811,1
1.701,0
485,0
411,6
388,9
372,9
360,0
357,0
343,1
327,7
TURNOVER 2012 [Mio. Euro]
COMPANY
4.747,2
Bron: Studie E-Commerce-Markt Deutschland 2013
WE HAVE OUR OWN FOUR HORSEMEN
Turnaround Delayed payment
Offline marketing Building credibility
Focus Innovation
AND HOW DID THEY GET THERE
Verticals Extreme customerservice
1999
1999
1952
1996
SO… IS THERE LIFE FOR NEW HORSEMEN?
YES!
ECOMMERCE USED TO BE A CAPITAL INTENSIVE BUSINESS
$BUYING INVENTORY INVENTORY RISK WAREHOUSING
FULFILLMENT TECHNOLOGY CUSTOMER ACQUISITION COSTS/ CONVERSION
ECOMMERCE TODAYBig and ripe for innovation.
10Xbigger than the ad market.
10%penetrated online.
4Xless investments.
RENAISSANCE OF OUT-OF-THE-BOX COMMERCE BEGAN WITH FLASH (PRIVATE) SALES
PRIVATE SALES COMMERCERenaissance.
INVENTORY Hold & Return Build to Order Sense of urgency
MODEL Luxury Fun Data
MARKETING & SALES
E-mail Exclusiveness Social Media
NOT EVERY ENTREPRENEUR NEEDS SCALE…Schrei vor Glück, oder schick’s zurück
NOT EVERY ENTREPRENEUR NEEDS SCALE…Schrei vor Glück, oder schick’s zurück
WE SEE GREAT POSSIBILITIESDecreasing development costs !
Decreasing customer acquisition costs !
Omnichannel possibilities !
Subscription Commerce !
Collaborative Consumption
Etsy
DECREASING DEVELOPMENT COSTS
Fab
DECREASING CUSTOMER ACQUISITION COSTS
Stella & dot
OMNICHANNEL POSIBILLITIES
Shoedazzle
SUBSCRIPTION COMMERCE
Airbnb
COLLABORATIVE CONSUMPTION
THE FUTURE?
OR BACK TO THE FUTURE?
TO BE FUTURE PROOFService !
Service !
Service
THE B.I.C. MENTALITY IS WHAT WE NEED