Más contenido relacionado Geographies to watch in the global e commerce market2. Disclaimer
All data and information of this presentation have been collected
from public available sources
As it includes several forward looking statements it should be clear
that there may be a significant margin of error in the projections
Any investment or decision should be made after a detailed due
diligence and digital allee is no way responsible for any decision
taken after looking at this presentation
We furthermore may change or include any information without any
further notice
E-commerce market includes travel, digital downloads and event
tickets, gaming and gambling is excluded
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3. Asia Pacific region will be largest B2C e-commerce
market by 2016 in terms of global market share
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34%
32%
24%
4%
4% 2%
North America Asia Pacific W Europe C. E. Europe Latin America Middle East Africa
31%
38%
21%
4%
4% 2%
2013 2016
Source: digital allee calculations on e-marketer data July 2013
http://www.emarketer.com/Article/B2C-Ecommerce-Climbs-Worldwide-Emerging-Markets-Drive-Sales-Higher/1010004
$1,2 tr
$1,9 tr
+52%
Market share by geographic area
4. The share of emerging markets continues to rise while
Europe and North America loose weight
4
67%
64%
62%
59%
57%
56%
33%
36%
38%
41%
43%
44%
30%
35%
40%
45%
50%
55%
60%
65%
70%
2011 2012 2013 2014 2015 2016
North America + Europe Emerging markets
Source: digital allee calculations on e-marketer data July 2013
North America and Europe vs emerging markets
(market share)
Emerging markets: Asia
Pacific, Latin America and
Middle East
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5. 5
Emerging economies will grow in a robust way, lead by
Asia Pacific, Middle East and Latin America
14%
12% 12% 11% 11%
33%
23%
29%
21%
17%17%
14%
12%
10%
8%
30%
21%
19%
11%
7%
33%
22% 22%
13%
10%
43%
31%
25%
17%
15%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
2012 2013 2014 2015 2016
North America Asia Pacific W Europe C. E. Europe Latin America Middle East Africa
Expected yearly growth rates for selected geographies
(year over year)
Source: digital allee calculations on e-marketer data July 2013
© digitalallee-ubequitysrl all rights reserved
6. China and India are hot growth areas together with
Italy, Russia and Spain
6
142%
86%
58%
41% 40% 38% 38% 36% 34% 34%
30% 28% 28% 27% 25%
0%
20%
40%
60%
80%
100%
120%
140%
160%
Total growth rate from 2013 to 2016 in absolute terms
for selected geographies
Source: digital allee calculations on e-marketer data July 2013
© digitalallee-ubequitysrl all rights reserved
7. A double digit growth until 2016 is not an exception in
most geographies
7
34%
23%
16%
12% 12% 11% 11% 11% 10% 10%
9% 9% 9% 8% 8%
0%
5%
10%
15%
20%
25%
30%
35%
40% Compounded average growth rate (CAGR) for selected
geographies from 2013-2016
Source: digital allee calculations on e-marketer data July 2013
© digitalallee-ubequitysrl all rights reserved
8. There are geographies with a low penetration rate of
online buyers, both in emerging & mature economies
8
49%
55%
44%
74%
68%
73%
36%
24%
40%
76%
81%
87%
75%
81%
78%
67%
62%
51%
80%
75% 77%
40%
27%
43%
79%
83%
89%
76%
82%
79%
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Digital buyers penetration rate on total retail buyers for
selected countries
Source: digital allee calculations on e-marketer data July 2013
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9. 17,7%
7,5%
6,9% 6,6% 6,5%
4,0% 4,0%
3,5%
2,8% 2,4% 2,2%
1,7% 1,4% 1,3% 1,1%
0,0%
2,0%
4,0%
6,0%
8,0%
10,0%
12,0%
14,0%
16,0%
18,0%
20,0%
The digital buyer penetration rate is expected to catch
up in China, Spain and Italy over the next 3 years
Total increase of digital buyers penetration from 2013
to 2016 for selected countries
9
Source: digital allee calculations on e-marketer data July 2013
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10. -10.000
0
10.000
20.000
30.000
40.000
50.000
60.000
70.000
80.000
0% 5% 10% 15% 20% 25% 30% 35% 40%
USA
China
Italy
India
Russia
Brazil
Spain
Norway
Germany
Netherlands Sweden
UK
France
ball size equals the
market size of e-
commerce market
Italy and Spain are emerging markets, both are
expected to grow more than the rest of Europe
Source: digital allee calculations on e-marketer data July 2013, OECD, World Bank
GDP per capita in
2016 in USD
Componded average
yearly growth rate of
e-commerce sales
2013-2016
Prioritization matrix for slected e-commerce markets
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