Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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πŸ’₯πŸ‡ΊπŸ‡Έ#SHOP #GOOGL #ecom
Shopify announced today its partnership with Google Cloud
πŸ’₯πŸ‡·πŸ‡Ί#OZON #ORUP #ecom
Russia's Ozon wants to achieve $34B in transaction volumes by 2026 - RTRS
πŸ‡·πŸ‡Ί#YNDX #ecom
Russian Post and Yandex will launch delivery from branches in an hour
πŸ‡·πŸ‡ΊπŸ‡ΊπŸ‡Έ#delivery #ecom
Samokat, a delivery service for groceries, household goods and cosmetics, which is part of a joint venture between Sber and Mail.ru Group, plans to launch on the US market - details
πŸ‡·πŸ‡Ί#OZON #ecom #delivery #insider
▢️ Ozon may become profitable on the horizon for several years, but does not aim at it - CEO

▢️ Sistem #AFKS doesn't plan to sell its stake of Ozon's.
πŸ’₯πŸ‡ΊπŸ‡Έ#NFLX #ecom #collectible
Netflix unveils Netflix Shop

#GME #GSMG
πŸ‡ΊπŸ‡Έ#WMT #delivery #autonomous #GM #ecom
Walmart launches a delivery service GoLocal. The service will include newer technologies, such as self-driving vehicles and drones
πŸ‡ΊπŸ‡Έ#retail #ecom #mall
Citigroup: to ease supply-chain pressures, retailers are encouraging consumers to start their shopping earlyβ€”a trend that could skew end-of-year sales data.
πŸ‡ΊπŸ‡Έ#TGT #retail #us #ecom #mall
Target is poaching Amazon engineers to build out its own network of high-tech stores and warehouses.

#DELL #HPE #CSCO
πŸ’₯πŸ‡ΊπŸ‡Έ#retail #ecom #mall #omnichannel #CBL #watchlist
WSJ: e-commerce needs more bricks-and-mortar locations this year than ever. Retailers this year are expected to open more stores than they close for the first time since 2017

▢️ As the cost of acquiring customers online has skyrocketed, stores also are a less expensive way to attract new shoppers.

▢️ Marketing costs about 4.5% of sales for the bricks-and-mortar retail chains. For online brands marketing cost can average upward of 15% of sales.

▢️ ProfitWell expects costs to rise further as companies including Apple Inc. and Alphabet Inc.’s Google move to restrict the use of cookies, coding that helps marketers track people’s online movements.

#realestate
πŸ’₯πŸ‡ΊπŸ‡Έ#ecom #retail #mall #realestate
FAANG tax. The price of traffic has grown almost 10 times over 7 years - experts
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previously: E-commerce needs more bricks-and-mortar locations this year than ever.
πŸ’₯🌏#ecom #marketplace #retail #ads #AMZN
Marketplaces are becoming participants in the classic search engine market. In fact, marketplaces are becoming not only a place to buy, but also a new media channel for audience interaction with brands.
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early: Amazon's most profitable business isn't AWS - it's advertising
🌎#world #retail #ecom #us
▢️ Salesforce data reveals global digital sales surpassed $1T during 2021 holiday season

▢️ Salesforce - inflation persisted throughout the holiday season with U.S. Prices up 25%

▢️ U.S. consumer spending on online shopping during the holiday season was weaker than expected - Adobe Analytics
πŸ‡ΊπŸ‡Έ#retail #ecom #realestate #reit #us
CNBC: shoppers are eager to head back to brick-and-mortar stores. #ETSY, #SHOP, #W, #POSH and a number of other e-commerce retailers fell Thursday.
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Mastercard SpendingPulse: e-commerce transactions have declined 1.8% from a year ago, while in-store sales rose 10% #data
🌏#marketsize #ecom #retile #world
Global B2B ecomm market = $23.9T

Global B2C ecomm market = $4T
πŸ‡ΊπŸ‡Έ#SHOP #layoff
Shopify to lay off 10% of workers

⚠️Layoffs are necessary as consumers resume old shopping habits and pull back on the online orders #retail #ecom
πŸ’₯πŸ‡ΊπŸ‡Έ#consumer #us #cybermonday #blackfriday
Adobe Analytics:

US - Cyber Monday spending will reach as much as $11.6B = Record

US - Black Friday online spending = $9.12B = Record = previous record was in 2020 ($9.03B)

#retail #ecom big sale days like Black Friday and Cyber Monday have been gradually losing their cachet as shoppers spread their spending over longer periods
🌎#ecom #macro #forecast
Morgan: e-com is expected to boom, with the industry projected to be worth $5T by 2027 (compared to $3.4T in 2022)

#marketsize
β—οΈπŸŒŽ#ads #retail #ecom #marketmap
GroupM: the value of global advertising revenue from retailer-owned e-commerce sites is projected to surpass television revenue by 2028.

... advertising revenue from retail media channels will grow 9.9% to reach $125.7B in 2023 #marketsize
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early: Amazon's most profitable business isn't AWS - it's advertising - details

Amazon's advertising business could be worth at least $500B - details