The next chapter in B2C E-commerce

INTRODUCTION 5
THE LESSON OF ONLINE RETAILING: FUNDAMENTALS MATTER 7
THE SHAPE OF TODAY’S MARKET 8
Demand: Greatest in Discretionary Categories 8
Supply: Early Development Driven by Pure Plays 9
THE LANDSCAPE AHEAD 11
Discretionary Categories: Leisure Travel Leads the Way 11
Necessities Categories: Low Penetration but High Revenue Growth 13
WINNING PLAYERS IN THE NEXT CHAPTER 14
Attackers 14
Niche Players 15
Incumbents 16
P:LibraryB2C Home Delivery ECommerceBCG Next Steps in B2C ECommerce Mch01.pdf

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Escher powers the world’s first and last mile deliveries, helping Posts connect nearly 1 billion consumers with global ecommerce networks. Postal operators rely on Escher to deliver an enhanced retail and digital customer experience, to activate new revenue streams, and to realize new delivery economics. […]

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