Sector Overview: E-Commerce — Online-Offline Integration in a Winner-Takes-All Sector

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Key Points

Each of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on e-commerce.

  • In the U.S. and China, the e-commerce market continues to consolidate as leading platforms such as Amazon and Tmall build market share.
  • E-commerce players continue to disrupt traditional retail. In the U.S., online operators are expanding offline, while in China, e-commerce companies are more focused on leveraging technology to enhance the retail experience.
  • In both the U.S. and China, uncertainties due to trade tensions and a slowing domestic economy may heavily impact the e-commerce sector.
  • Despite the fluid macroeconomic environment, we see opportunities in e-commerce, especially in terms of budget offerings and lower-income consumers, who number more than 1 billion in China.

Each of our Sector Overview reports provides an essential briefing on a sector or market. This report focuses on e-commerce.

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