Page 49 - Edelweiss India Conference 2022 FLIPBOOK

New Energy Digital Manufacturing Capital Markets Human Capital

E-commerce: Emergence to explosive growth

Emergence of e-commerce has been one of the key disruptions to the USD25tn global
retail industry. And e-commerce penetration is increasing rapidly and now accounts ~15%
of overall retail sales. This has led to creation of some of the largest companies in the world
such as Amazon, JD.com, Alibaba, Zalando, eBay and Rakuten.

E-commerce penetration is quite high in some advanced economies such as the US
and China at 20% and 41%, whereas developing economies are lagging. For instance,
penetration in India, Brazil and Indonesia is 5%, 11%, and 9%, respectively.

5 50

4 40

3 30
(USD tn) 2 20 (%)

1 10

0 0
USA China Japan India Russia Brazil Indonesia

Retail Sales Penetration

Opportunities remain galore

Emergence of
growth at each level across the digital use case funnel. This growth is expected to be driven e-commerce has been
one of the key disruptions
increased adoption in tier 2+ cities, rising popularity of social media, competitively priced
to the USD25tn global
retail industry. And
e-commerce penetration
is increasing rapidly and
now accounts ~15% of
overall retail sales

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