Do we need stores?
Do we need consumer facing fixed infrastructure?
Would it be better & possible to have a mobile store?
The “future is now” my friends! With convenience, flexibility and speed being critical to win in Ecommerce, DHL just launched first of its kind mobile pop-up store.
Other news this week:
Walmart+ is officially launching
Flipkart invests $35 million in Arvind Fashions
Rappi Ecom delivery app goes into Gaming, Events & Music
US online grocery sales hit record $7.2 billion in June
Laika raised 5M for ecom pet platform!
While brick & mortar companies are going through the most difficult crisis in the history of the retail sector, I see a huge potential for this kind of flexible popup solutions to test products, explore new markets and launch new lines. More to come and proud to see DHL leading the way here!!
One of the keys to the success of Amazon is Prime, in fact it represent 6% of AMZN revenue today!!
Prime is about to have a new “true competitor” with Walmart launching Walmart+! It will be interesting to see if people drop prime? Take both memberships or don’t change anything, what do you think?
Fashion is without a doubt one of the product categories which is the most impacted & penetrated in ecommerce! With leading companies across the globe such as Asos, Zalando, Boohoo, MatchesFashion, RentTheRunway, we have seen major marketplaces also pushing on their offering in fashion! Many people thought you would not go to a market place to buy your fashion products but the ecommerce giants have proven they can be appealing in this space as well. The investment from Flipkart in Arvind Fashion is showing again the importance of Fashion in the product offering of marketplaces in the race for market dominance!
When I lived in China (2006-2009), many of my friends and professional contacts were often talking about China copying western products and ideas. Things have changed, and particularly in ecommerce where China is by far the most innovative, advanced and sophisticated market in the world. The Chinese Ecommerce leaders has created hollistics ecosystems offering marketplaces, social commerce, payment, entertainment…etc.
We are now seeing these kind of ecosystems being critical for success and this is the reason why this announcement from Rappi is a very good move
Rappi is launching three new services focused on entertainment: Music, Events & Games! The LATAM market which has been booming since the start of COVID has a huge potential, so good timing for this launch.
US Online Grocery numbers talk for themselves!
$4 billion in March (lockdowns starting in US)
$5.3 billion in April
$6.6 billion in May
$7.2 billion in June
Do you see a trend here?
45.6M households turned to online grocery pickup and delivery services for a larger portion of their grocery needs. Even as stores and economies are reopening, the volumes are growing! This is a long term impact as the convenience of online purchase is an addictive experience.
Pet food online sales is one of the categories of products which has been most positively impacted by Covid and no wonder why? Who enjoys to go to the super market to carry large & heavy bags of Pet Food? This is a category which is enjoying 2 major trends, COVID growth for online sales combined with subscription business models.
VP, Global Ecommerce Lead
DHL Supply Chain
Créditos de la foto: unsplash.com