The Everything Shipper: Amazon and the new age of delivery by BI Intelligence
•
2 j'aime•568 vues
Retailers are looking to reduce their reliance on delivery partners and handle more of their own transportation and logistics themselves. The retailer paving the way into shipping is Amazon. In this slide deck, BI Intelligence looks at what Amazon is doing in the shipping space and projects what the future of shipping will look like.
Recommandé
Recommandé
Contenu connexe
Tendances
En vedette
En vedette (14)
Similaire à The Everything Shipper: Amazon and the new age of delivery by BI Intelligence
Similaire à The Everything Shipper: Amazon and the new age of delivery by BI Intelligence (20)
Plus de BSC Business Stratégie Conseils
Plus de BSC Business Stratégie Conseils (7)
Dernier
Dernier (20)
The Everything Shipper: Amazon and the new age of delivery by BI Intelligence
- 1. Providing in-depth insight, data, and analysis of everything digital. BI Intelligence Source: AP Amazon and the New Age of Delivery THE EVERYTHING SHIPPER
- 2. AMAZON IS INVESTING HEAVILY INTO SHIPPING
- 3. FIRST, WHAT IS AMAZON? Source: Getty
- 4. STILL THE FASTEST-GROWING MAJOR RETAILER Source: Amazon Amazon Net Sales $0 $40 $80 $120 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Billions
- 5. AMAZON IS US E-COMMERCE Source: Wall Street analysts Amazon’s Share Of US E-Commerce Market 0% 10% 20% 30% 40% 2008 2009 2010 2011 2012 2013 2014 2015
- 6. AND E-COMMERCE IS WHERE ALL THE GROWTH IS Source: US Census, comScore, BI Intelligence Forecast: US E-Commerce Sales
- 7. BUT E-COMMERCE OPERATIONS ARE EXPENSIVE Source: Deloitte What US Consumers Consider “Fast Shipping” (2015) 0% 20% 40% 60% 80% 100% Same-day Next day Within 2 days Within 3-4 days Within 5-7 days Within 1-2 weeks Fast Shipping Not Fast Shipping
- 8. AND AMAZON IS NOT IMMUNE TO THOSE COSTS Source: Amazon Amazon Shipping Costs $0 $5 $10 $15 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Billions
- 9. AMAZON’S DOUBLE-EDGED SWORD Source: Amazon Amazon Shipping Costs $0 $40 $80 $120 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Billions Amazon Net Sales $0 $4 $8 $12 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Billions
- 10. SO AMAZON HAD TO OFFSET THOSE COSTS Source: Amazon Amazon Shipping Costs And Shipping Revenue $0 $5 $10 $15 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Millions Shipping Costs Shipping Revenue
- 11. AND IT DID THIS IN TWO WAYS
- 12. #1: AMAZON PRIME 0 20 40 60 80 100 déc-11 mars-12 juin-12 sept-12 déc-12 mars-13 juin-13 sept-13 déc-13 mars-14 juin-14 sept-14 déc-14 mars-15 juin-15 sept-15 déc-15 Millions Source: Piper Jaffray, Morningstar, RBC, CIRP, BI Intelligence Amazon Prime Members Worldwide
- 13. FREE SHIPPING DRIVES PRIME SIGN-UPS Source: RBC Capital Markets Primary Reason US Amazon Prime Members Signed Up For Prime
- 14. #2: FULFILLMENT BY AMAZON Source: Amazon
- 15. THIRD-PARTY SELLERS CORE TO AMAZON Source: RW Baird Percentage Of Amazon Orders, By Seller 83% 79% 81% 86% 87% 89% 90% 0% 50% 100% Overall Pet Supplies Musical Instruments Automotive Home Supplies Appliances Patio, Lawn Amazon as seller Third-party seller
- 16. BRANDS FEEL STRONG-ARMED BY AMAZON Source: Wall Street analysts Amazon’s Share Of US E-Commerce Market 0% 10% 20% 30% 40% 2008 2009 2010 2011 2012 2013 2014 2015
- 17. AMAZON’S COSTS NOW UNDER CONTROL Source: Amazon Amazon: Growth Of Shipping Costs vs. Growth Of Shipping Revenue 0% 20% 40% 60% 2008 2009 2010 2011 2012 2013 2014 2015 Cost Growth Revenue Growth
- 18. BUT AMAZON WON’T STOP THERE Source: Amazon Amazon Shipping Costs And Shipping Revenue $0 $5 $10 $15 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Millions Shipping Costs Shipping Revenue
- 19. ENTER: DRAGON BOAT Code Name For Amazon’s Own Global Shipping Service
- 20. CROSS-BORDER SHIPPING BY AIR AND SEA
- 21. AMAZON NOW HAS FREIGHT AIRCRAFT Number Of Freight Aircraft Planes In Operation, By Carrier 20 240 370 0 100 200 300 400 Amazon UPS FedEx March 2016 Source: Company filings, BI Intelligence
- 22. DRAGON BOAT IS PART OF A LARGER INITIATIVE
- 23. AMAZON DELIVERY DRONES Source: Amazon
- 24. Source: US Census, comScore, BI Intelligence Delivery Fee That Consumers Pay For A Small Package 5lb package delivered within 10 miles in the US BRINGING A NEW ERA OF FAST, CHEAP SHIPPING
- 25. AMAZON LOCKERS Source: Wikipedia Commons
- 26. AMAZON IN-STORE PICKUP Source: Getty
- 27. IN-STORE PICKUP GROWING POPULAR Source: Slice Intelligence Percentage Of E-Commerce Sales That Are In-Store Pickup, By Retailer (2015)
- 28. AMAZON ISN’T THE ONLY RETAILER SHIPPING PARTNERS SHOULD BE CONCERNED ABOUT …
- 29. ALIBABA IS FOLLOWING A SIMILAR TRAJECTION Source: Alibaba
- 30. ALIBABA GMV Source: iResearch Alibaba Global Gross Merchandise Volume $0 $50 $100 $150 0% 20% 40% 60% Q1 2013 Q2 2013 Q3 2013 Q4 2013 Q1 2014 Q2 2014 Q3 2014 Q4 2014 Q1 2015 Q2 2015 Q3 2015 Q4 2015 $ Billions
- 31. ALIBABA’S SHARE OF CHINA E-COMMERCE Source: iResearch Share of China B2C E-Commerce Market 61,4% Others Jumei Yixun Amazon Dangdang Yihaodian Gome Vip Suning JD Tmall
- 32. CHINA E-COMMERCE MARKET STRUCTURE Source: iResearch China E-Commerce Sales, By Type Of Marketplace 25,3% 34,6% 40,4% 45,8% 51,4% 56,1% 59,6% 0% 50% 100% 2011 2012 2013 2014 2015 2016 2017 B2C C2C
- 33. IN THE END, DELIVERY VOLUME WILL KEEP INCREASING Year-Over-Year Increase In Holiday Package Shipments, By Carrier (2015) Source: UPS, FedEx
- 34. LEADING TO DELAYS AROUND PEAK SHOPPING
- 35. AND RETAILERS WILL PICKUP THE SLACK … SO, FRIENDS OR FOES?
- 36. Powered by Business Insider and trusted by thousands of business professionals, BI Intelligence offers essential insight and analysis on disruptive technologies, helping to drive successful decision making. Our Coverage Areas: ü Internet of Things ü Fintech & Payments ü E-Commerce ü Digital Media ü Mobile, Apps & Platforms What We Deliver: ü Over 100 Extensive Research Reports ü At Least 1 New Report/Week ü 6 Insightful Daily Newsletters ü Actionable Charts & Data ü Online Research Center Learn more about BI Intelligence today: http://read.bi/learn-more
- 37. "I have found at least one great piece of new, useful information in the BI Intelligence newsletters every single day. They are quick and to-the-point. BII is coming out with new and insightful information every single day.” Peter Sedlarcik, EVP - Business Insights & Intelligence, Havas Media "BI Intelligence is one of the main resources I use on a daily basis to stay ahead of the ever-changing digital media curve. The BII research team publishes great charts and reports in a timely manner. I find about 4 or 5 reports to be useful every month." Francis Che, Head Of Insights Strategy & Research – APAC, Yahoo ”BII research has no agenda – it’s an objective source of market intel. Plus, BII analyzes info from multiple sources. As a smaller company, that’s super valuable to us." Dee Dee Walsh, VP of Marketing & Business Development, Mobilize.net "Darwin noted 'It is not the strongest of species that survives nor the most intelligent, but those most responsive to change.’ Consider BI Intelligence a critical tool to not just to survive but thrive. You must read it daily, subscribe to multiple lists, review the reports. It is one of the few resource that I rely on to prepare me for change and the future.” Michael Becker, Managing Partner, mCordis