Resumen de BI Intelligence

1. Providing in-depth insight, data, and analysis of everything digital.
Source: AP
Amazon and the New Age of Delivery
THE EVERYTHING SHIPPER

2. AMAZON IS INVESTING HEAVILY INTO SHIPPING

3. FIRST, WHAT IS AMAZON?
Source: Getty

4. STILL THE FASTEST-GROWING MAJOR RETAILER
Source: Amazon
Amazon Net Sales
$0
$40
$80
$120
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Billions

5. AMAZON IS US E-COMMERCE
Source: Wall Street analysts
Amazon’s Share Of US E-Commerce Market
0%
10%
20%
30%
40%
2008 2009 2010 2011 2012 2013 2014 2015

6. AND E-COMMERCE IS WHERE ALL THE GROWTH IS
Source: US Census, comScore, BI Intelligence
Forecast: US E-Commerce Sales

7. BUT E-COMMERCE OPERATIONS ARE EXPENSIVE
Source: Deloitte
What US Consumers Consider “Fast Shipping” (2015)
0%
20%
40%
60%
80%
100%
Same-day Next day Within 2
days
Within 3-4
days
Within 5-7
days
Within 1-2
weeks
Fast Shipping Not Fast Shipping

8. AND AMAZON IS NOT IMMUNE TO THOSE COSTS
Source: Amazon
Amazon Shipping Costs
$0
$2
$4
$6
$8
$10
$12
$14
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Billions

9. AMAZON’S DOUBLE-EDGED SWORD
Source: Amazon
Amazon Shipping
Costs
$0
$40
$80
$120
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
Billions
Amazon Net Sales
$0
$4
$8
$12
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
Billions

10. SO AMAZON HAD TO OFFSET THOSE COSTS
Source: Amazon
Amazon Shipping Costs And Shipping Revenue
$0
$5
$10
$15
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Millions
Shipping Costs Shipping Revenue

11. AND IT DID THIS IN TWO WAYS

12. #1: AMAZON PRIME
0
20
40
60
80
100
Dec-11
Mar-12
Jun-12
Sep-12
Dec-12
Mar-13
Jun-13
Sep-13
Dec-13
Mar-14
Jun-14
Sep-14
Dec-14
Mar-15
Jun-15
Sep-15
Dec-15
Millions
Source: Piper Jaffray, Morningstar, RBC, CIRP, BI Intelligence
Amazon Prime Members Worldwide

13. FREE SHIPPING DRIVES PRIME SIGN-UPS
Source: RBC Capital Markets
Primary Reason US Amazon Prime Members Signed Up For Prime

14. #2: FULFILLMENT BY AMAZON
Source: Amazon

15. THIRD-PARTY SELLERS CORE TO AMAZON
Source: RW Baird
Percentage Of Amazon Orders, By Seller
83% 79%
81%
86% 87% 89% 90%
0%
50%
100%
Overall Pet Supplies Musical
Instruments
Automotive Home
Supplies
Appliances Patio, Lawn
Amazon as seller Third-party seller

16. BRANDS FEEL STRONG-ARMED BY AMAZON
Source: Wall Street analysts
Amazon’s Share Of US E-Commerce Market
0%
10%
20%
30%
40%
2008 2009 2010 2011 2012 2013 2014 2015

17. AMAZON’S COSTS NOW UNDER CONTROL
Source: Amazon
Amazon: Growth Of Shipping Costs vs. Growth Of Shipping Revenue
0%
20%
40%
60%
2008 2009 2010 2011 2012 2013 2014 2015
Cost Growth Revenue Growth

18. BUT AMAZON WON’T STOP THERE
Source: Amazon
Amazon Shipping Costs And Shipping Revenue
$0
$5
$10
$15
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Millions
Shipping Costs Shipping Revenue

19. ENTER: DRAGON BOAT
Code Name For Amazon’s Own Global Shipping Service

20. CROSS-BORDER SHIPPING BY AIR AND SEA

21. AMAZON NOW HAS FREIGHT AIRCRAFT
Number Of Freight Aircraft Planes In Operation, By Carrier
20
240
370
0
100
200
300
400
Amazon UPS FedEx
March 2016
Source: Company filings, BI Intelligence

22. DRAGON BOAT IS PART OF A LARGER INITIATIVE

23. AMAZON DELIVERY DRONES
Source: Amazon

24. Source: US Census, comScore, BI Intelligence
Delivery Fee That Consumers Pay For A Small Package
5lb package delivered within 10 miles in the US
BRINGING A NEW ERA OF FAST, CHEAP SHIPPING

25. AMAZON LOCKERS
Source: Wikipedia Commons

26. AMAZON IN-STORE PICKUP
Source: Getty

27. IN-STORE PICKUP GROWING POPULAR
Source: Slice Intelligence
Percentage Of E-Commerce Sales That Are In-Store Pickup, By Retailer (2015)

28. AMAZON ISN’T THE ONLY RETAILER SHIPPING
PARTNERS SHOULD BE CONCERNED ABOUT …

29. ALIBABA IS FOLLOWING A SIMILAR TRAJECTION
Source: Alibaba

30. ALIBABA GMV
Source: iResearch
Alibaba Global Gross Merchandise Volume
$0
$50
$100
$150
0%
20%
40%
60%
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Q1
2014
Q2
2014
Q3
2014
Q4
2014
Q1
2015
Q2
2015
Q3
2015
Q4
2015
$ Billions

31. ALIBABA’S SHARE OF CHINA E-COMMERCE
Source: iResearch
Share of China B2C E-Commerce Market
61.4%
Others Jumei
Yixun Amazon
Dangdang Yihaodian
Gome Vip
Suning JD
Tmall

32. CHINA E-COMMERCE MARKET STRUCTURE
Source: iResearch
China E-Commerce Sales, By Type Of Marketplace
25.3% 34.6% 40.4% 45.8% 51.4% 56.1% 59.6%
0%
50%
100%
2011 2012 2013 2014 2015 2016 2017
B2C C2C

33. IN THE END, DELIVERY VOLUME WILL
KEEP INCREASING
Year-Over-Year Increase In Holiday Package Shipments, By Carrier (2015)
Source: UPS, FedEx

34. LEADING TO DELAYS AROUND PEAK SHOPPING

35. AND RETAILERS WILL PICKUP THE SLACK …
SO, FRIENDS OR FOES?

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