eCommerce - The investor perspective
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ECOMMERCE GOT IT’S GROOVE BACK! POUR YOUR HEART INTO IT.
The investor perspective by Hubert Deitmers.
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VAN DEN ENDE & DEITMERSPowered by passion.
Albumprinter Central Point
Paylogic Unamic Hyves
Vista Print Greenfield
SFX Xerox TMG
Yesterday Today
Spil Games Metrixlab
Unruly Media Eyeworks Adconion
Tomorrow
Ecommerce Edtech
Digital Media & Marketing Enterprise Services
Mobile
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Michael Aldrich
“The commerce revolution was televised.”
ONLINE SHOPPING 1979
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All properties eCommerce
Google Facebook*!
Yahoo Youtube*!
Wikepedia*!Myspace*!Blogger*!
eBay Live*!
Craigslist
Amazon eBay Netflix Walmart BestBuy Ikea Target NewEgg*!Overstock Macy’s
1!2!3!4!5!6!7!8!9!10
Source: Alexa Global Traffic Rankings 2010
* = Newcomers since 1999
TRAFFIC 2010Just one new commerce company since 1999.
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ECOMMERCE CONTINUES TO TAKE SHARES
har
e o
f sa
les
0%
3%
6%
9%
12%
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012* 2013*
11,7%
10,5%
9,3%
8,1%
7%
6%
4,9%
3,8%3%
2,3%1,9%1,6%1,4%
0,8%
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WE'VE ONLY JUST BEGUN
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AMAZON IS GERMANY’S HORSEMANGenerates more than number 2 to 10 combined.
Amazon EU S.a.r.l.
Otto (GmbH & Co KG)
notebooksbillinger.de AG
Zalanda GmbH
Verlagsgruppe Weltbild GmbH
Conrad Electronics SE
Tchibo GmbH
Bonprix Handelsgesellschaft mbH
Cybortport GmbH
Esprit Retail B.V. & Co. KG
4.811,1
1.701,0
485,0
411,6
388,9
372,9
360,0
357,0
343,1
327,7
TURNOVER 2012 [Mio. Euro]
COMPANY
4.747,2
Bron: Studie E-Commerce-Markt Deutschland 2013
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WE HAVE OUR OWN FOUR HORSEMEN
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Turnaround Delayed payment
Offline marketing Building credibility
Focus Innovation
AND HOW DID THEY GET THERE
Verticals Extreme customerservice
1999
1999
1952
1996
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SO… IS THERE LIFE FOR NEW HORSEMEN?
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YES!
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ECOMMERCE USED TO BE A CAPITAL INTENSIVE BUSINESS
$BUYING INVENTORY INVENTORY RISK WAREHOUSING
FULFILLMENT TECHNOLOGY CUSTOMER ACQUISITION COSTS/ CONVERSION
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ECOMMERCE TODAYBig and ripe for innovation.
10Xbigger than the ad market.
10%penetrated online.
4Xless investments.
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RENAISSANCE OF OUT-OF-THE-BOX COMMERCE BEGAN WITH FLASH (PRIVATE) SALES
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PRIVATE SALES COMMERCERenaissance.
INVENTORY Hold & Return Build to Order Sense of urgency
MODEL Luxury Fun Data
MARKETING & SALES
E-mail Exclusiveness Social Media
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NOT EVERY ENTREPRENEUR NEEDS SCALE…Schrei vor Glück, oder schick’s zurück
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NOT EVERY ENTREPRENEUR NEEDS SCALE…Schrei vor Glück, oder schick’s zurück
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WE SEE GREAT POSSIBILITIESDecreasing development costs !
Decreasing customer acquisition costs !
Omnichannel possibilities !
Subscription Commerce !
Collaborative Consumption
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Etsy
DECREASING DEVELOPMENT COSTS
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Fab
DECREASING CUSTOMER ACQUISITION COSTS
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Stella & dot
OMNICHANNEL POSIBILLITIES
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Shoedazzle
SUBSCRIPTION COMMERCE
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Airbnb
COLLABORATIVE CONSUMPTION
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THE FUTURE?
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OR BACK TO THE FUTURE?
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TO BE FUTURE PROOFService !
Service !
Service
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THE B.I.C. MENTALITY IS WHAT WE NEED