The retail industry is undergoing a dramatic shift: e-commerce is capturing a larger share of sales than ever before.
We've created a slideshow highlighting the retail categories where e-commerce is having the most impact — media, electronics, apparel — and where there is still opportunity for disruption. The shift away from physical retail toward digital retail is happening faster than many observers expected.
Downloadable versions of this deck — including charts and data in Excel — are available exclusively to BI Intelligence subscribers.
11. “We’re in the midst of a profound
structural shift from physical to digital
retail ... it’s happening faster than I could
have imagined. ”
— Jeff Jordan, partner at
Andreessen Horowitz, January
2014
19. Amazon Got Started With Media Sales
Amazon Is Now ~14% Of All E-Commerce
20. The Signs Are Clear —
E-Commerce Is Booming.
Shippers Were Overwhelmed By
The MassiveVolume Of
E-Commerce Orders Over Christmas 2013
Images, Right: Reuters
47. Wal-Mart’s Advantage Is Still In Physical Retail
Wal-Mart still has 4,100 stores within five
miles of two-thirds of the U.S. population —
The Wall Street Journal, October 2013
48. Online Is Still Just 2% Of Walmart’sTotal Sales
BI Intelligence Estimates
49. But Sales Growth Is Coming From Online
BI Intelligence Estimates
61. They WantTo BuyThings On Mobile! PayPal Does
~$30 Billion In MobileTransactions
PayPal Mobile
Braintree Mobile*
$0
$5
$10
$15
$20
$25
$30
$35
2008 2009 2010 2011 2012 2013
U.S.DollarsInBillions
*PayPal counted a small por on of Braintree's transac on volume as its own in the last 12 days of Q4 2013.
Source: PayPal
PayPal Mobile Transac on Volume
(Including Braintree 2013)
PayPal purchased Braintree in late 2013.
69. Henry Blodget
CEO & Editor-in-Chief
Tony Danova, Research Analyst
Marcelo Ballvé, Editorial Director
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Cooper Smith, Research Analyst
John Heggestuen, Research Analyst
Emily Adler, Senior Research Editor
Mark Hoelzel, Research Analyst