E-Tailing’s changing category mix and future of lodging

Despite slowing growth of mobiles category, e-tailing firmly on track to grow 32% in 2019 and reach USD ~82 Bn by 2022

Published on: Sep 2019

• 2019 to see the slowest growth in online mobiles sales in the last five years
• Despite the slowdown in mobiles, e-tailing to continue its rapid growth trajectory owing to success in other categories

The slowdown in online sales of mobiles category = opportunity for other categories

• ePharma growing at 100% YoY
• Online fashion to be the largest contributor by 2022

Online Grocery is creating a sticky customer base and expected to grow at 60% CAGR

Budget and Mid Market hotels will continue to dominate India’s lodging space

• Travellers are gradually shifting towards experiential and adventurous stays which are offered by homestays and hostels
• Expected to witness the highest growth