Strategic Intelligence: Ecommerce Sector Scorecard Q3 2024 Update

Ecommerce companies are increasingly being scrutinized for malpractice by regulatory bodies. Companies such as Booking.com and Alphabet (Google) have been subjected to antitrust proceedings, with the former being fined EUR413 million (approximately $446 million) by Spain’s competition watchdog in July 2024 and the outcome for the latter yet to be decided. Additionally, in 2023, Home Depot agreed to pay $72.5 million to end a long-running class-action lawsuit alleging the retailer underpaid workers in California.

While these fines send a signal to the ecommerce industry to abide by relevant rules and regulations, many companies in the market generate billions of dollars in revenue. They can make up the money they lose in fines in a few quarters. To enact change, companies should also focus on improving the internal processes that prevent or mitigate malpractice. This will not only work in their favor financially but will also protect consumers and enhance the ecommerce industry as a whole.

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.