Ecommerce in Retail – Thematic Research

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

Startups, small companies, and multinationals can all benefit from e-commerce, as it allows companies to sell their products or services and reach a wider audience than traditional stores. In today’s competitive and convenience-focused society, online shopping has become a part of people’s lifestyles.

Lockdowns and social distancing accelerated the adoption of e-commerce, with consumers getting accustomed to online shopping during the pandemic. COVID-19 has led to an unprecedented number of high-street closures and caused foot traffic to fall, leaving shoppers with little choice but to purchase items online. Even consumers that had previously been reluctant to shop online have embraced e-commerce.

E-commerce in Retail: Key Trends

The key trends that will shape the e-commerce industry in the coming days can be classified into three categories: technology trends, macroeconomic trends, and regulatory trends.

  • Technology trends – Some of the key technology trends that will impact the e-commerce industry include robotics, mobile commerce, social commerce, 5G, computer vision, and machine learning.
  • Macroeconomic trends – The key macroeconomic trends that will impact the e-commerce industry are COVID-19, M&A, India, sharing economy, generation hashtag, China, and online to offline (O2O).
  • Regulatory trends – The key regulatory trends that will impact the e-commerce industry include fintech regulation, tax avoidance, and data privacy.

For more insights on key trends shaping the e-commerce industry, download a free report sample

E-commerce in Retail – Industry Analysis

According to GlobalData forecasts, the e-commerce market was worth $2.2 trillion in 2020. The key to this growth has been the spread of the internet. As consumer spending shifts from physical stores to online channels, e-commerce will remain the fastest-growing area of retail. Furthermore, COVID-19 has significantly accelerated the shift toward online retailing.

The e-commerce in retail industry analysis also covers:

  • Timeline
  • Geographical analysis

E-commerce in Retail - Value Chain Analysis

GlobalData’s e-commerce value chain consists of five segments: customer interface, order management, transaction processing, fulfillment, and after-sales service.

Customer Interface: The customer interface is usually a website or application that is designed to be easy to navigate and offers a pleasant shopping experience for the user. An ideal customer interface includes all the information that a customer would need to purchase a product or service.

E-commerce Value Chain Analysis

E-commerce Value Chain Analysis

For more insights on the e-commerce value chains, download a free report sample

Leading Retailers Associated with the E-commerce Theme

Some of the leading retailers that are associated with the e-commerce theme are Alphabet, Amazon, Apple, Best Buy, Home Depot, Macy’s, Walmart, Alibaba,, and Vipshop.

To know more about the leading retailers associated with the e-commerce theme, download a free report sample

E-commerce Sector Scorecard

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Our sector scorecards have three screens: a thematic screen, a valuation screen, and a risk screen. The e-commerce sector scorecard has three screens:

  • The thematic screen tells us who are the overall leaders in the 10 themes that matter most, based on our thematic engine.
  • The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.
  • Our risk screen ranks companies within a sector based on overall investment risk.

E-commerce Sector Scorecard – Thematic Screen

E-commerce Sector Scorecard – Thematic Screen

To know more about the sector scorecards, download a free report sample

E-commerce in Retail Market Overview

Report Pages 41
Regions Covered Global
Market Size (2020) $2.2 trillion
Key Trends Technology Trends, Macroeconomic Trends, and Regulatory Trends
Value Chains Customer Interface, Order Management, Transaction Processing, Fulfillment, and After-Sales Service
Leading Retailers Alphabet, Amazon, Apple, Best Buy, Home Depot, Macy’s, Walmart, Alibaba,, and Vipshop


GlobalData’s “Ecommerce in Retail – Thematic Research” report breaks down the e-commerce theme into its value chain, covering core pillars such as fulfillment, personalization, social media, innovations, acquisitions & partnerships, services, payments, and mobile as a priority. We discuss the major challenges at each stage of the value chain and provide an overview of the leaders, losers, and disruptors within the theme. This is followed by a full technology briefing, detailed industry analysis, and global market forecasts, as well as providing insight into the impact of COVID-19 on the theme.

Reasons to Buy

  • Break down the complexity of e-commerce into relevant topics for your specific business, so you can create a more dynamic and effective strategy to keep customers.
  • Understand the history of e-commerce and how it continues to develop today, allowing you to grasp a wider view of changes in consumer behavior and how they will impact your markets.
  • Explore how technological trends (such as AI, AR, and 5G) are enabling e-commerce to evolve, so you can better position yourself for long-term success.
  • Discover how the world-leading retailers, across the US, Eurozone, and Asia, are investing in e-commerce, allowing you greater clarity on which e-commerce strategies are proving successful and where the best investments are for greater customer retention.

Bed Bath & Beyond
Best Buy
Century 21
DW Sports
Estee Lauder
Home Depot
J Crew
JC Penney
John Lewis
Laura Ashley
Marks & Spencer
Neiman Marcus

Table of Contents

Executive summary


Technology briefing


Industry analysis

Mergers and acquisitions

Value chain


Sector scorecards

| Our thematic research methodology

| About GlobalData

| Contact Us

Frequently asked questions

Ecommerce in Retail – Thematic Research thematic reports
Currency USD

Can be used by individual purchaser only


Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company

Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Ecommerce in Retail – Thematic Research was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Ecommerce in Retail – Thematic Research in real time.

  • Access a live Ecommerce in Retail – Thematic Research dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.