TOP eCOMMERCE TRENDS 2017

Hanoi 24 Feb 2017

Tu Le - Industry Lead
Travel & Multichannels

Confidential + Proprietary
Asia is leading the way

Confidential + Proprietary
China, India and Indonesia
are the main drivers of
growth in the region, with
the later two markets
enjoying growth of 129.5%
and 65.6%, respectively, in
2015.

Confidential + Proprietary
VN eCommerce expected to grow 17x by 2025
Reaching $7.5 billion (~33% CAGR), with the potential to exceed
Total eCommerce1 spend in VN ($, billion)

Total retail market = Total retail market =

$ 72 billion $ 160 billion

17x
Compared to 16x
7.5
in SEA

2015 2025
eComm % of
0.6% 4.7%
total retail

10-year CAGR 33%

1 includes groceries, apparel/clothing, electronics, household goods, and food / grocery SOURCE: Singstat.gov; Malaysia government, Vietnam government, McKinsey,
2 based on constant GDP (2005 USD) Temasek, Google 12
Mobile
Mobile FIRST!

Mobile
ONLY!

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Mobile
enthusiasts
is the most
valuable for
ecommerce

Source: Google Internal Data Confidential + Proprietary

Ecommerce App Market has 2x since 2015

Source: AppAnnie Confidential + Proprietary

 Progressive Web App helps to win Mobile battle
76% higher conversions across
browsers
14% more monthly active users on
iOS; 30% on Android
4X higher interaction rate from Add
to Homescreen
3x more time spent on site
40% higher re-engagement rate
70% greater conversion rate among
those arriving via Add to
Homescreen
3x lower data usage
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REAL-TIME CUSTOMIZATION
The largest pharmacy chain in the
United States is pulling out all the
stops and taking full advantage of
mobile technology to make life
easier and better for its customers.

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How Lazada Outranked the Rest
Google AdWords’ Flexible Bidding Strategies

❖ Ad impression share rose by 50%

❖ Traffic increased by more than 30%.
❖ ROI maximization
❖ Conversion maximization
❖ Cost per acquisition.

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Hello
Artificial
Intelligence!

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Confidential + Proprietary
 Using chatbot to assist users

Live chat users spend an

average of 5%-30% more.
The buyer conversion rate is
5 to 10 times higher
following a chat session.

H&M, Sephora, and Victoria’s Secret have all

recently introduced chatbots on the Kik platform.

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DIGITAL PAY - THE BEGINNING OF THE END FOR THE CASH

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What do you want to bring along?

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Kit and Ace stores, sellers
of minimalist and technical
apparel, DO NOT accept
cash payments and have
NO actual cash registers.

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THE RISE OF FAST DELIVERY
SMALLER STORES, LOCAL DROP-OFF POINTS

AND SAME-DAY DELIVERY

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The US same-day delivery
market could grow from
$0.10 billion in 2014 to
$4.03 billion in 2018 at a
CAGR (compound annual
growth rate) of 150%

Confidential + Proprietary
In addition to working on
same-day delivery
agreements with Uber and
Lyft, Walmart is even
exploring the idea of having
a customer who makes an
in-store purchase drop off
another customer’s order
on his way home.

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Subscription-based business models are the future

BELONG ANYWHERE Confidential + Proprietary

How insane
Airbnb's growth
has been over
the past 5 years

Source: AppAnnie (Jan 2015 - Dec 2016) Confidential + Proprietary

Don't forget...
Asia is leading
Mobile or die
Real-time customization is must
Artificial Intelligence helps you stay ahead
Digital pay is HERE
Customers love Fast delivery
Subscription-based business is future

Confidential + Proprietary
Thank you.
Confidential + Proprietary