Jan, 2017
Indian Fashion e-tailing Insights
The Indian e-tailing industry is looking up after three quarters of slump
Indian E-tailing Industry Annualized GMV Run Rate Growth
(For The Quarter, Pre-cancellation , USD Bn)
Fashion is a key contributor with ~20% of industry GMV share…
Indian E-tailing Industry Split By Category
(For The Quarter, Pre-cancellation , USD Bn)
- Electronics continues to dominate the industry, with a large share of sales coming from exclusives
- Share of fashion category has remained broadly stable over the last year but is expected to grow going forward, being a high margin category
In revenue terms fashion is the largest category in Indian online market
Category wise split of e-tailing industry revenues
- GMV for e-tailers with a heavy dependence on electronics category is essentially flimsy because of low category contribution to revenues
- E-Tailers would need to diversify a greater chunk of the sales to other higher margin categories like fashion and home to move towards profitability
Going forward, Fashion will be a key growth driver for the e-tailing market
- Online fashion market has a very low penetration in India, whereas for mature markets like China and US the penetration of Fashion to the overall industry is as high as 30-35%
- Going forward, we expect fashion to be a pre-eminent category in e-com, and especially strongly purchased by customers in Tier 2+ cities who come online to avail the greater selection in this category
'Better product range', 'heavy discounts' and 'convenience' are key reasons why respondents shop for fashion online
- For respondents in smaller (Tier 2 and beyond) access to branded products and availability of a wider product range are key reasons for shopping online
- 'Convenience of ordering from home' loses importance as we move from Tier 2 cities to Tier 4 cities
primarily driven by addition of new online shoppers
- AOV trend till 2020- To increase due to inflationary effect and increased shopping of premium items while new user addition brings it down
- Transactions trend till 2020: To increase as consumers shop online more for high frequency categories like fashion and FMCG
This document covers the insights of Indian Fashion e-tailing industry. It includes the performance of the various categories across the quarters.
- CATEGORIES
-
Recent Insights
GCC – World’s first omni-channel superapp?
GCC – a unique market showing characteristics of both developed and developing markets GCC countries have most of their population …[...]
What Moats Are Being Built By Tokopedia, Blibli and Bukalapak?
Tokopedia- Leadership in digital goods supported by a wide pool of fin-tech products Published on: Aug 2019 Blibli- Digitizing Indonesia’s …[...]
Newsletter | Vernacular is NOW, not the future – A $300 Bn opportunity today
India is in the midst of a massive digital transformation of its population Published on: Aug 2019 Heavy social media …[...]
Massive Opportunity In Digitizing B2B Procurement In Indonesia
Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce …[...]
Vernacular is NOW, not the future – A $300 Bn Opportunity Today
India's internet adoption reached 530 Mn at a run rate of 65 Mn users per year in the last 2 …[...]
The Upcoming Fintech Boom In India (And Indonesia)
InsurTech marketplaces are growing 100% y-o-y driven by strong growth of both incumbents and new entrants Published on: Aug 2019 …[...]
Can MENA Have A Superapp?
Globally, apps are taking superapp journey by adding services to its offering and increasing per-customer revenue Published on: Jul 2019 …[...]
What Makes Indonesia’s Online Travel And Payments Space So Exciting
Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia …[...]
Of MAUs And Subscribers In India And The Story Of Indonesia
Hotstar has been leading the Indian content sector followed by Dailyhunt Published on: Jul 2019 Our latest research brings out …[...]
Decoding The Indonesian Online Seller
Sellers prefer an online retail platform majorly for their consumer reach followed by their UX/UI experience and word of mouth …[...]
What’s Showing At (Amazon) Prime Time?
The story of Amazon Prime in India- as told through three charts Published on: Jul 2019 On the occasion of …[...]
What will it take to crack the USD 58 Bn Indonesian e-tailing opportunity
Indonesia e-tailing offers significant growth headroom across categories, with current online % much lower vs benchmark Published on: Jul 2019 …[...]
Med-tech Market Updates
Despite regulatory hurdles, e-pharma space on track to grow steadily owing to strong underlying consumer needs Published on: Jul 2019 …[...]
Online Grocery Market Updates
Daily Essentials category has grown rapidly within the online grocery market- accounting fo ~40% of all transactions Published on: Jul …[...]
Food-tech Market Updates
Food-tech daily volumes become 1.4X of cab-hailing in May 2019 (from similar volumes 5 months back) Published on: Jul 2019 …[...]
