marvin liao e-commerce trends
TRANSCRIPT
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Ecommerce Trends from Silicon Valley
Yac/M 2014
• Venture Partner, 500 Startups • Mentor at 16 Startup Accelerators in US/Europe/Israel • Board/Advisory Board Member @ 8 companies • 10.5 Year Ex-Yahoo! Executive
Who Am I
500 Startups: Global Seed Fund
BREAKDOWN:
People on the ground
Regional Coverage areas
Countries where we’ve invested
Ecommerce GrowthB2C Ecommerce Sales Worldwide, 2012–2017Trillions and % change
$ 1.058$ 1.251
$ 1.505$ 1.771
$ 2.053
$ 2.375
22.3%15.9% 14.8%17.7%20.2%18.3%
2016 20172012 2013 2014 2015Note: CAGR (2012-2017)=17.4%; includes products and services ordered and leisure and unmanaged business travel sales booked using the internet via any device, regardless of the method of payment or fulfillment Source: eMarketer, January 2014
B2C ecommerce sales % change
Offline Retail is Dying
Niches & Specialists
Subscription Commerce is Back…sort of
The Last Mile
…..and its GlobalFree* Same-Day Deliveryin 25+ Cities in China / Customer Can Track Package Location on Map / Mobile Devices and Contact Delivery Person in Real Time
OmniChannel
New Channels: Social
New Channels: Mobile
Source: Monetate
New Channels: Mobile
New Channels: Mobile Messaging Apps
New Channels: Mobile Messaging Apps
New Channels: Content
“To paraphrase Schumpeter: We believe that offline retailers that cannot deliver a differentiated value proposition to consumers will be destroyed by a new generation of online retailers that is being created before our eyes.”
Thank you!
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