Market Outlook 19 minutes Premium

Market Outlook: US and China E-Commerce—Platforms Likely To Adjust to a Changing Product Mix

What's Inside

In this Market Outlook, we explore how the e-commerce market in the US and China has been impacted by the Covid-19 pandemic and provide an outlook for the sector moving forward.

We discuss the key drivers of e-commerce growth, as well as the market’s competitive landscape, M&A activity, retail innovators and themes we are watching in 2021 and beyond—covering online grocery demand, increased traction in luxury e-commerce, livestream shopping experiences and advances in logistics and returns.

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Contents (Click to navigate)

What’s the Story?

Market Performance and Outlook

Market Drivers

Competitive Landscape

M&A Activity

Retail Innovators

Themes We Are Watching

1. Online Grocery Demand

2. Increased Traction in Luxury E-Commerce

3. Livestream Shopping Experiences

4. Advances in Logistics and Returns

What We Think

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