A perspective the post-pandemic eCom landscape and power structure

Breakdown

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1/ Google & Search Prowess

Google has moved swiftly to grab revenue share as a wave of consumers have moved online

On April 21st they announced product listings on Google Shopping would be free of charge

Google's goal is to drive both Ad Rev and to capture upside on payments
2/ Social Commerce

April 28th: Shopify launched it's Shop App

May 19th: FB announced FB and IG Shops

It's clear that FB and Shop are aligning to own the Social Commerce space, which draws strength from Community, Discovery, and Aspiration across 2.6B Users and >1M Merchants
3/ Marketplace

Amazon, Walmart, and Target will battle head-to-head to capture the broadest consumer base

The key to winning here is the loyalty proposition

Amazon: Prime Ecosystem
Walmart: Grocery and Proximity
Target: Private Label / Curation
4/ Specialty

Domain expertise drives this eCom segment, and that expertise is grounded in higher degrees of specialized service than their competitors

Home Depot, Best Buy, Apple, and Wayfair position themselves as not only a retailer / marketplace but moreover a resource
5/ Modern Luxury

Luxury has lost contextuality, once driven by social interaction and status. As such, luxury has forfeited pricing power.

As an outlet, Luxury will turn to Circular Commerce players which will grab dramatic market share in the coming months
6/ Payments

Payments and Credit have become a significant force in eCom. Network effects of payment networks are incredibly strong for consumers seeking a frictionless experience

The impact of which will create loyalty, and for the payment provider a greater share of revenue
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