Ecommerce Sector Scorecard, Q3 2023 Update - Thematic Intelligence

Data privacy remains one of the biggest challenges for ecommerce companies. Three of the top 10 companies on the thematic screen of the analyst'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.

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.

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.
• The analyst'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.
• The analyst has 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.