Thematic Intelligence: Ecommerce Sector Scorecard Q2 2024 Update

Six of the top 10 companies in the thematic screen of the analyst’s ecommerce sector scorecard have an ESG (environmental, social, and governance) score of 4 or more, indicating that their activities in this area will positively affect the company’s future performance. ESG is assigned the highest weighting of 15% in the thematic screen due to the growing importance of ESG factors (such as diversity and inclusion, human rights, data privacy, and environmental consciousness) to consumers and, as a result, lawmakers.

Key Highlights

• Additionally, companies in the top 10 with scores of 3 or less are actively making strides to improve their ESG rating. Mastercard has invested over half a billion dollars in Black communities since 2020, and Walmart is aiming to reduce its Scope 1 and 2 emissions by 35% by 2035.
• As ecommerce companies continue to prioritize and invest in artificial intelligence (AI), they will also do well to focus on the ESG implications of the technology. This includes the vast amount of energy AI consumes and the ethical and social implications that budding AI regulations are yet to address. This will ensure that harnessing AI’s capabilities does not negatively impact their ESG commitments as the technology becomes a mainstay in society.

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.
• At the analyst, 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 180 million data items across six alternative data sets-patents, jobs, deals, filings, social media, 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.