Ecommerce Sector Scorecard, Q1 2024 Update – Thematic Intelligence
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Consumers expect a seamless digital experience when shopping online, and central to this is a safe and secure payment process. Digital payments is an important theme for ecommerce companies, with all of the top five companies in the thematic screen of GlobalData’s ecommerce sector scorecard scoring at least 4 out of 5 in this theme. Additionally, the top three ranked companies (Visa, Mastercard, and Klarna) all provide consumer payment services, highlighting the importance of this aspect of ecommerce.
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 still predominantly Western. Seven are headquartered in North America, two are European, and only one (JD.com) is based in Asia Pacific. Smaller players may find it hard to enter the top rankings without a niche offering. However, established players can improve their data privacy and supply chain management practices to dislodge the leaders.
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 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, 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
AO.com
Apple
ASOS
Baidu
Boohoo.com
Booking Holdings
ByteDance
Compass
Deliveroo
Delivery Hero
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
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Frequently asked questions
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