1. GLOBAL
ONLINE
RETAIL
2015
-‐
2025
Jochen
Krisch
@jkrisch
Exci1ng
Commerce
/
K5
NOAH
CONFERENCE
12-‐13
November
2015,
London
2.
3. Online retailers reach new revenue levels
in 2005:
online retailers with € 10 m in
revenues were big
in 2010:
the bar was raised to € 100 m
in revenues
today:
we look at € 1 bn and beyond
➱ more public companies
➱ more global players 10
100
1.000
bis
2005
bis
2010
bis
2015
4. The Next 10B Dollar/Euro Companies
3,8
3,5
2,7
2,2
1,7
1,5
1,3
1,2
1,0
1,0
VIPShop
($)
-‐
CN
Cnova
(€)
-‐
FR
Newegg
($)
-‐
US
Zalando
(€)
-‐
DE
Vente
Privée
(€)
-‐
FR
Overstock
($)
-‐
US
Wayfair
($)
-‐
US
Zulily
($)
-‐
US
Asos
(£)
-‐
UK
Ocado
(£)
-‐
UK
Billion
Dollar
Online
Retail
Companies,
by
revenue
(2014)
5
10
7. GLORE25 – Global Online Retail Index
§ public growth companies
(growing 20% or more)
§ strong focus on category
leaders (in fashion, furniture,
food, etc.)
§ founder lead
§ selected holding companies
for certain areas/regions
=> Global Online Retail Fund (launched in October 2015)