The document discusses trends in global e-commerce. It begins by showing data on the rapid revenue growth of Amazon, Zalando, Zooplus, and Wayfair. It notes that while Amazon is large, retailers don't need to beat it but rather can focus on outperforming traditional offline retailers. The document also discusses how Amazon generates revenue through its marketplace, AWS cloud services, and Prime membership program. It outlines different strategies for retail success, including becoming a disruptor of industries, focusing on specialist categories, and pursuing opportunities in online food markets.
11. Only public e-commerce
companies with a +20%
growth rate
Category leaders
Ideally founders-led
Plus: selective e-
commerce holdings
GLORE25: THE GLOBAL ONLINE RETAIL FUND
JOCHEN KRISCH & SVEN RITTAU
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19. LOGISTICS &
DELIVERY
Amazon - a propulsive force beyond retail
RETAIL
CONSUMER
TECHNOLOGY
CLOUD
COMPUTING
MEDIA &
ENTERTAINMENT
WHAT’S NEXT ???
JOCHEN KRISCH & SVEN RITTAU
k5.de
20. JOCHEN KRISCH & SVEN RITTAU
k5.de
Amazon is still based on three pillars
23. JOCHEN KRISCH & SVEN RITTAU
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Free Shipping
Unlimited Photo Storage Video Streaming
Free Ebooks
Amazon Music
Free Audiobooks Discount Whole Foods
Free Restaurant Delivery
24. JOCHEN KRISCH & SVEN RITTAU
k5.de
“Winning a golden globe helps us
sell more shoes and it does that
in a very direct way“
25. JOCHEN KRISCH & SVEN RITTAU
k5.de
ACTA Studie
3% 8%
15%
17%
22%
35%50 und mehr Käufe
20 bis 49 Käufe
10 bis 19 Käufe
5 bis 9 Käufe
1 bis 4 Käufe
kaufen nicht online ein
2% 7%
14%
16%
24%
37%
20162015
Quelle: ACTA/Allensbach