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