Perspektiven für den globalen Handel von morgen

1. GLOBAL
ONLINE
RETAIL
2015
-­‐
2025
Jochen
Krisch
@jkrisch
Exci1ng
Commerce
/
K5
NOAH
CONFERENCE
12-­‐13
November
2015,
London

3. Online retailers reach new revenue levels
in 2005:
online retailers with € 10 m in
revenues were big
in 2010:
the bar was raised to € 100 m
in revenues
today:
we look at € 1 bn and beyond
➱ more public companies
➱ more global players 10
100
1.000
bis
2005
bis
2010
bis
2015

4. The Next 10B Dollar/Euro Companies
3,8
3,5
2,7
2,2
1,7
1,5
1,3
1,2
1,0
1,0
VIPShop
($)
-­‐
CN
Cnova
(€)
-­‐
FR
Newegg
($)
-­‐
US
Zalando
(€)
-­‐
DE
Vente
Privée
(€)
-­‐
FR
Overstock
($)
-­‐
US
Wayfair
($)
-­‐
US
Zulily
($)
-­‐
US
Asos
(£)
-­‐
UK
Ocado
(£)
-­‐
UK
Billion
Dollar
Online
Retail
Companies,
by
revenue
(2014)
5
10

5. Public Online Retail Companies 2014/15

6. Public Online Retail Companies 2014/15

7. GLORE25 – Global Online Retail Index
§ public growth companies
(growing 20% or more)
§ strong focus on category
leaders (in fashion, furniture,
food, etc.)
§ founder lead
§ selected holding companies
for certain areas/regions
=> Global Online Retail Fund (launched in October 2015)

8. What’s next? (1) – Platform Strategies

9. What’s next? (1) – Platform Strategies

10. What’s next? (2) – Mobile Explosion

11. What’s next? (2) – Mobile Explosion

12. GLOBAL
ONLINE
RETAIL
2015
-­‐
2025
Jochen
Krisch
@jkrisch
Exci1ng
Commerce
/
K5
NOAH
CONFERENCE
12-­‐13
November
2015,
London