Ecommerce Sector Scorecard - Thematic Intelligence

Ecommerce Sector Scorecard - Thematic Intelligence

Summary

The leading companies on the thematic screen of GlobalData’s ecommerce sector scorecard are all strong in the artificial intelligence (AI) theme. Travel site Expedia has incorporated ChatGPT into in-app travel planning, ride-hailing app Uber has a dedicated unit for AI that is central to the company’s strategy, and tech giant Microsoft announced a multi-billion-dollar investment into OpenAI (creator of ChatGPT) in January 2023. Ecommerce companies are using AI to improve their offerings, from customer experience through to fulfillment.

Key Highlights

Only one Big Tech company, Microsoft, makes it into the top 10 of the thematic rankings. Meta and Amazon lag due to the adverse impact of regulation, particularly data privacy. Alphabet (the parent company of Google) narrowly missed the top 10, ranking at number 11.

The top 10 companies are also predominantly Western – six are North American, two are European, and only two (Rakuten and JD.com) are Asian. Asia’s best-known online retailer, Alibaba, is in 12th place due to low scores in data privacy and regulation, two themes that are major challenges for many ecommerce companies.

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.

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.