Ecommerce Sector Scorecard, Q3 2023 Update – Thematic Intelligence
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All the vital news, analysis, and commentary curated by our industry experts.
Data privacy remains one of the biggest challenges for ecommerce companies. Three of the top 10 companies on the thematic screen of GlobalData’s ecommerce sector scorecard (Shopify, JD.com, and Zalando) score 2 out of 5 for the data privacy theme, suggesting that their activity in this theme will be detrimental to future performance. Indeed, over half of the 60 companies in the sector scorecard have scores of either 1 or 2 in the data privacy theme.
Scope
This sector scorecard provides a top-down, comprehensive outlook for the key players in the ecommerce sector over the next two years, based on the key themes set to transform their industry landscape.
Key Highlights
The top 10 companies on the thematic screen are predominantly Western. Seven are headquartered in North America, two are European, and only one (JD.com) is based in Asia Pacific. However, Indian companies may be the ones to watch as the country is one of the fastest-growing ecommerce markets.
Reasons to Buy
Companies that invest in the right themes become success stories. Those that miss the important themes in their industry end up as failures.
GlobalData’s thematic research ecosystem is a single, integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors. It has a proven track record of identifying the important themes early, enabling companies to make the right investments ahead of the competition, and secure that all-important competitive advantage.
At GlobalData, we have developed a unique thematic methodology for ranking all major companies in all major sectors based on their relative strength in the big themes that are impacting their industries.
Our thematic engine tags over 145 million data items across five alternative data sets—patents, jobs, deals, filings, and news—to themes. The vast datasets within our thematic engine help our analysts to produce sector scorecards that identify the companies best placed to succeed in a future filled with multiple disruptive threats.
Alibaba
Alphabet
Amazon
Americanas
AO.com
Apple
ASOS
Baidu
Boohoo.com
Booking Holdings
ByteDance
Cazoo
Compass
Deliveroo
Delivery Hero
DeNA
Didi Chuxing
DoorDash
Ebay
Etsy
Expedia
Groupon
Info Edge
Instacart
JD.com
Just Eat Takeaway
Justdial
Kakao
Lyft
MakeMyTrip
Mastercard
Meituan
MercadoLibre
Meta
MoneySuperMarket
Naver
Netflix
Ocado
PayPal
Paytm
Pinduoduo
Rakuten
Rea Group
Shein
Shopify
Sina
Spotify
Suning.com
Tencent
Trip.com
TripAdvisor
Uber
Vipshop
Visa
Walmart
Wayfair
Yandex
Z Holdings
Zalando
Zillow
Table of Contents
Frequently asked questions
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