Diese Präsentation wurde erfolgreich gemeldet.
Wir verwenden Ihre LinkedIn Profilangaben und Informationen zu Ihren Aktivitäten, um Anzeigen zu personalisieren und Ihnen relevantere Inhalte anzuzeigen. Sie können Ihre Anzeigeneinstellungen jederzeit ändern.
2014	
  Shopper	
  Index	
  &	
  The	
  China	
  Opportunity	
  
Justus	
  Wilde,	
  Founder	
  &	
  Principal	
  Strategi...
Today
1.  Quick Introduction
2.  2014 Shopper Index Updates
3.  China Market Opportunity
4.  China Market Offering
5.  Que...
§  Est.	
  1999	
  –	
  	
  now	
  subsidiary	
  of	
  eCargo (ASX: ECG)
§  170	
  eCommerce	
  experts	
  across	
  AU,...
2013 vs. 2014 revenue growth
2013 2014
NAB Online
Retail Sales
Index 16%
38%
9%
32%
Amblique
Retail Sales
Benchmark
Source...
ANZ peak sales are happening earlier
Top Sales Days
1.  Boxing Day
2.  18th Nov
3.  19th Nov
4.  16th June
5.  7th Decembe...
A
Demandware Shopper Index – 100m buyers
Source: Demandware Shopper Index 2014
Source: Demandware Shopper Index 2014
Source: Demandware Shopper Index 2014
Source: Demandware Shopper Index 2014
Source: Demandware Shopper Index 2014
Source: Demandware Shopper Index 2014
Key Findings
•  The Demandware Shopping Index reveals 32% digital commerce
growth. Australia is growth at a sub global ben...
China
China eCommerce outpaces US lead
Source: Tmall presentation
By 2020
China eCommerce will greater than
USA
UK
Japan
Germany
France
combined
20 48 111 225
408
716
1,167
1,752
2,521
3,524
4,718
6,025
7,221
8,520
9,883
0.3% 0.6%
1.1%
2.0%
3.7%
5.7%
8.1%
10.3%
12.8%...
GMV Market share in 2014
Source: iResearch Global Inc.
11/11 in 2014
1 MIN 11 SEC
Exceeding 100M 
14 MIN 02 SEC
Exceeding 5B
38 MIN 28 SEC
Exceeding 10B
7 HRS 17 MIN
Exceeding 2...
11/11 Consumption Abroad
Canada
Russia
Hong Kong Taipei
Singapore
Malaysia
Australia
1
2
4
5
6
7
10
Brazil
9
America
3
Mac...
11/11 Consumption in China
Shandong
Shanghai
Jiangsu
Zhejiang
Guangdong
Sichuan
Beijing
Hubei
Hunan
Henan
7
9
8
6
1
2
10 4...
Growth Potential – Shopper Penetration
Online Shoppers
302 million
Internet Users
618 million
Population
1.35 billion
Inte...
Growth Potential – Domestic Consumption
Online Shopping
USD305 billion
Consumer Consumption
USD3.4 trillion
GDP
USD9.5 tri...
Importance of Mobile Commerce
Source: http://www.forbes.com/sites/greatspeculations/2015/01/21/china-mobile-ends-2014-with...
Importance of Mobile Commerce
Source: Alibaba IPO Prospectus
Mobile Phone is the first choice
for netizens to surf the int...
Social Media Popularity in China
80%
% of Weibo users
following Brands 
8
Average number
of Brands
followed
50%+
% of Weib...
Shopping for Full-
price Products of
Brands (???)
Messages
Shopping for
Price
Shopping for
Price of
Brands
Games
China con...
Source: strangeloop
Source: EY Advisory
•  Only sell on Brand site
•  Plan to grow and focus on Brand site
•  Tmall Global as pilot
•  Plan to...
•  Market leading retail supply
chain business in CN, UK, ZA &
ANZ
•  200+ major retail logistics
clients (mostly apparel)...
Global Coverage
eCargo eFulfillment centers in Melbourne, Sydney, Hong Kong, Shanghai, Singapore & UK
Proprietary IT technology and proces...
Model Studio
Mannequin Studio
 Styleshoots
360 Degree Photography
 Accessories Studio
Catwalk Studio
Editing, Styling
eStu...
coreOS
DAM
Global Brand eCommerce Sites
 China Marketplaces
PIM
 WMS
 CRM
Item
Inventory
Pricing
Orders
Customers
Client S...
eCargo / Cargo Services Customers
Justus Wilde
jw@amblique.com
+61 413517477
Thank	
  You	
  &	
  QuesUons?	
  
Nächste SlideShare
Wird geladen in …5
×

2014 Online Shopper Index & The China Opportunity - Online Fashion Success Conference 2015

883 Aufrufe

Veröffentlicht am

Presentation by Justus Wilde, Principle Strategist @ Amblique on 2013 vs 2014 shopper behaviour shift and the China opportunity.

Veröffentlicht in: Internet
  • Loggen Sie sich ein, um Kommentare anzuzeigen.

  • Gehören Sie zu den Ersten, denen das gefällt!

2014 Online Shopper Index & The China Opportunity - Online Fashion Success Conference 2015

  1. 1. 2014  Shopper  Index  &  The  China  Opportunity   Justus  Wilde,  Founder  &  Principal  Strategist     Online  Fashion  Success  Conference   Sydney,  23rd  March  2015      
  2. 2. Today 1.  Quick Introduction 2.  2014 Shopper Index Updates 3.  China Market Opportunity 4.  China Market Offering 5.  Questions
  3. 3. §  Est.  1999  –    now  subsidiary  of  eCargo (ASX: ECG) §  170  eCommerce  experts  across  AU,  VN  &  CN   §  Digital  commerce  consultancy  –  SELL  MORE   §  Strategy,  technology  &  trade  opUmisaUon   §  Demandware  top  Uer  partner  &  reseller  
  4. 4. 2013 vs. 2014 revenue growth 2013 2014 NAB Online Retail Sales Index 16% 38% 9% 32% Amblique Retail Sales Benchmark Source: NAB online retail index and Amblique customer benchmark data 2014
  5. 5. ANZ peak sales are happening earlier Top Sales Days 1.  Boxing Day 2.  18th Nov 3.  19th Nov 4.  16th June 5.  7th December Source: Amblique customer sales in aggregate 2014 vs. 2013
  6. 6. A Demandware Shopper Index – 100m buyers
  7. 7. Source: Demandware Shopper Index 2014
  8. 8. Source: Demandware Shopper Index 2014
  9. 9. Source: Demandware Shopper Index 2014
  10. 10. Source: Demandware Shopper Index 2014
  11. 11. Source: Demandware Shopper Index 2014
  12. 12. Source: Demandware Shopper Index 2014
  13. 13. Key Findings •  The Demandware Shopping Index reveals 32% digital commerce growth. Australia is growth at a sub global benchmark •  Cross-device shopping is increasing •  Smartphone traffic and orders are up sharply •  Shoppers are visiting AND carting more frequently •  Shopping visit duration is shrinking •  Android is taking share from iOS •  Discounts and free shipping are on the rise
  14. 14. China
  15. 15. China eCommerce outpaces US lead Source: Tmall presentation
  16. 16. By 2020 China eCommerce will greater than USA UK Japan Germany France combined
  17. 17. 20 48 111 225 408 716 1,167 1,752 2,521 3,524 4,718 6,025 7,221 8,520 9,883 0.3% 0.6% 1.1% 2.0% 3.7% 5.7% 8.1% 10.3% 12.8% 15.6% 18.1% 20.1% 21.0% 21.9% 22.7% 0.0%   5.0%   10.0%   15.0%   20.0%   25.0%   - 2,000 4,000 6,000 8,000 10,000 12,000 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 China Annual eCommerce Retail Sales (excl. autos, fuel, and food) eCommerce Volume (Billion, RMB) eCommerce/Total Retail China online to be 20% of retail by 2020 Source: Tmall presentation
  18. 18. GMV Market share in 2014 Source: iResearch Global Inc.
  19. 19. 11/11 in 2014 1 MIN 11 SEC Exceeding 100M 14 MIN 02 SEC Exceeding 5B 38 MIN 28 SEC Exceeding 10B 7 HRS 17 MIN Exceeding 20B (exceeding total amount of 2012) Including 10B in mobile sales 13 HRS 31 MIN Exceeding 36.2B (exceeding total amount of 2013) 15 HRS 29 MIN Exceeding 40B 21 HRS 21 MIN Exceeding 50B 24 HRS 57.1B ($A11.8B ) 00:00 24:00 PC 75.97% Mobile / Tablet 24.03% 2013 PC 57% Mobile / Tablet 43% 2014
  20. 20. 11/11 Consumption Abroad Canada Russia Hong Kong Taipei Singapore Malaysia Australia 1 2 4 5 6 7 10 Brazil 9 America 3 Macau 8
  21. 21. 11/11 Consumption in China Shandong Shanghai Jiangsu Zhejiang Guangdong Sichuan Beijing Hubei Hunan Henan 7 9 8 6 1 2 10 4 3 5
  22. 22. Growth Potential – Shopper Penetration Online Shoppers 302 million Internet Users 618 million Population 1.35 billion Internet Penetration 46% in China (vs 82% in U.S.A.) Online Shopper Penetration 49% in China (vs 64% in U.S.A.) Source: Alibaba IPO Prospectus
  23. 23. Growth Potential – Domestic Consumption Online Shopping USD305 billion Consumer Consumption USD3.4 trillion GDP USD9.5 trillion Consumer Expenditure as % of GDP 36% in China (vs 67% in U.S.A.) Online Sales as % of Retail Sales 8-10% in China (vs 8-10% in U.S.A.) Source: Alibaba IPO Prospectus
  24. 24. Importance of Mobile Commerce Source: http://www.forbes.com/sites/greatspeculations/2015/01/21/china-mobile-ends-2014-with-a-whopping-90-million-4g-users/ 600 million 3G/4G subscribers
  25. 25. Importance of Mobile Commerce Source: Alibaba IPO Prospectus Mobile Phone is the first choice for netizens to surf the internet 29% 17% 73% Mobile commerce will take on a faster growth pace in China Transaction Volume CAGR (201-17) 49% Mobile 23% Online VS
  26. 26. Social Media Popularity in China 80% % of Weibo users following Brands 8 Average number of Brands followed 50%+ % of Weibo users who would visit eCommerce site after seeing product information on Weibo 46’ in China 7’ in Japan vs Daily time spent on social media 91% in China 67% in U.S.A. vs % of netizens having social IDs Micro Blogging Social Networking Instant Messaging Video Sharing Picture Sharing 900 million 820 million 340 million 214 million 5.2 million Integration of Social Media with eCommerce Source: Alibaba IPO Prospectus
  27. 27. Shopping for Full- price Products of Brands (???) Messages Shopping for Price Shopping for Price of Brands Games China consumer changes
  28. 28. Source: strangeloop
  29. 29. Source: EY Advisory •  Only sell on Brand site •  Plan to grow and focus on Brand site •  Tmall Global as pilot •  Plan to develop and grow Brand site •  Plan to develop and grow Brand site Current China Retail Strategies •  Plan to develop and grow Brand site Offical China-specific brand site Shopping functionality Tmall China Tmall Global China-specific brand mobile app Shopping functionality Offical WeChat account Shopping functionality Esprit Lacoste Forever 21 ONLY GAP North Face I.T Nike Uniqlo Levis Lee Vans Coach Armani Tommy Hilfiger Zara JeansWest Australia Karen Millen H&M Michael Kors DKNY Ted Baker Calvin Klein Offical Weibo account China-specific brand site Brand name Marketplace China-specific brand mobile app WeChat Offline Store Model E: Unclear eCommerce Operation Model Baidu Brandzone Remarks Model A: Multiple eChannel Strategy Model B: Focus on Tmall (supported by non- transactional brand site) Model C: Brand store only Model D: Pilot on Tmall Global/ Tmall China
  30. 30. •  Market leading retail supply chain business in CN, UK, ZA & ANZ •  200+ major retail logistics clients (mostly apparel) •  Global logistics infrastructure •  China expert resources •  ANZ leading ecommerce consultancy & SI •  30+ major retail brand ecommerce clients •  Expert ecommerce team •  Strategic Demandware partner & reseller
  31. 31. Global Coverage
  32. 32. eCargo eFulfillment centers in Melbourne, Sydney, Hong Kong, Shanghai, Singapore & UK Proprietary IT technology and processes eFulfillment – Warehousing and Logistics Shanghai facility 2,500,000 sq.ft.
  33. 33. Model Studio Mannequin Studio Styleshoots 360 Degree Photography Accessories Studio Catwalk Studio Editing, Styling eStudio – Digital Asset Production
  34. 34. coreOS DAM Global Brand eCommerce Sites China Marketplaces PIM WMS CRM Item Inventory Pricing Orders Customers Client Systems A P I Studio & content production Store Operations, Customer Service, Trade Support & Digital Marketing Retail Supply Chain & eFulfillment SYD MEL SIN PVG HKG LHR Store Apps /POS JNB Channel Management
  35. 35. eCargo / Cargo Services Customers
  36. 36. Justus Wilde jw@amblique.com +61 413517477 Thank  You  &  QuesUons?  

×