Tag: e-commerce

4 Things to Know About the Future of Retail

E-commerce has become a market segment with a number of multi-billion dollar companies in just a few short years. With holiday season retail sales reports coming in and largely showing pure play e-commerce sites accounting for billions in sales, it’s easy to forget how young e-commerce is. Here are four things about the state and future of retail – pertaining to e-commerce’s rapid growth – as considered by our Investment Team over recent months: 1. We’re only through the first part of retail’s online shift It would surprise many to hear that substantially less than 10% of all retail happens through online channels. So, in spite of headlines like these, the vast majority of consumer purchases still happen through traditional channels. Additionally, this “first leg” of e-commerce’s growth is best described as a shift of retail expenditure to online channels. Overall retail spending has grown in the past 15 years, but e-commerce has not been a primary driver for the pie increasing in size. In spite of the ease e-commerce has brought selling and buying, the ability to transact digitally isn’t...

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