china global ecommerce leadership

China: Global E-Commerce Leadership

China?

China?

China?

China?

China?

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China?

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Welcome to the New Digital China

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B2C Retail E-Commerce

China Sales 2016: US$ 900 billion

18,4% of total Chinese Retail

55% via mobile devicesSource: emarketer 2016

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B2C Retail E-Commerce

China Sales 2016: US$ 900 billion

18,4% of total Chinese Retail

55% via mobile devices

World E-Commerce

China 47%

USA 22%Source: emarketer 2016

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Chinese E-ShoppersTop 5 Product Categories Sold Online

Home & Gardening

Clothing

Fashion

Information Technology

Media & Entertaiment

#9 Fresh Food

7% of total sales

Source: Global Foundation - Global B2C E-commerce Report 2016, ebit Webshoppers

2016

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Top5 Brazil

Household Appliances

Telecom

Electronic Devices

Information Technology

Home Decor Source: Global Foundation - Global B2C E-commerce Report 2016, ebit Webshoppers

2016

Chinese E-ShoppersTop 5 Product Categories Sold Online

Home & Gardening

Clothing

Fashion

Information Technology

Media & Entertaiment

#9 Fresh Food

7% of total sales

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Chinese E-Shoppers

Average Annual E-Commerce SpendingUnited States US$ 1804

China US$ 626

Brazil US$ 350

Source: Statista Digital Market Outlook 2015

B2C Marketshare 2016

24,7% 56,6%

With Taobao (C2C) + Tmal (B2C),

Alibaba has more then 80%

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Most Well Funded E-Commerce of the World >US$ 100 MM funding

Source: CB Insights 2016

29% 36%

14%

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Maior IPO da história em capital levantado

Alibaba US$ 21 Bi em 2014 Facebook US$ 16 bi em 2012

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ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

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ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Spielberg:

content

+products

+commerce

+tickets

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ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Spielberg:

content

+products

+commerce

+tickets

Yum! China

(KFC/Pizza Hut):

O2O

+payments

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ALIBABA GROUP INVESTMENTS

Guangzhou

Evergrande:

content

+products +e-

commerce

+tickets

Spielberg:

content

+products

+commerce

+tickets

Yum! China

(KFC/Pizza Hut):

O2O

+payments

Mattel:

create new toys for

Chinese market with

Alibaba user data

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E o Single´s Day (11/11)? Por que importa pro Brasil?

ALIBABAALIBABASingle´s Day (11-11)

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Single´s Day (11-11)

2016: US$ 1 bilhão sales in the first 5 minutes

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Why does it matter for Brazil?

Single´s Day (11-11)

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No Brazilian brand

Single´s Day (11-11)Why does it matter for Brazil?

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Single´s Day (11-11)Why does it matter for Brazil?

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Pionner large scaleVR deployment

Why does it matter for Brazil?

Single´s Day (11-11)

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Entertainment + Ecommerce

viewers to cart convertion: 32%

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Entertainment (influencer) + Ecommerce

R$ 10 million sales in 2 hours

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E-Commerce Cross-border

China shopping from the World

US$ 85 billion in 2016

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Daigou (online purchase agents)

US$ 15 billion sales in 2014

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Daigou of luxury products

US$ 12 billion in 2014

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Direct to Consumer (D2C)

Three little squirrels brand:

. 4 years old nuts brand

. started online only

. US$ 73 million sales at 2016 Single´s Day

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Why does it matter for Brazil?

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Companies as business platformsMore then internet companies, these are groups that are actually business platforms that know their customers more then

anyone in the history, by the means of intense use of data and open platforms

Day in the life of a Chinese Mobile Users B.A.T. holdings

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B.A.T. holdings

platform is the new engine and data is the new oil

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How will the

digital market puzzle in Brazil

look like in 5 years?

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Maybe disruptive

companies with

Brazilian Chinese

DNA?

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Presentation available online at:www.inhsieh.com