Fast-growing Indonesian eWallets and digital payments space seeing massive supply-side activity Published on: Aug 2019 Summary takeaways  Continued rapid growth (70-80% ...

By Ujjwal Chaudhry, Nikhil Dalal

By Ujjwal Chaudhry

Tokopedia- Leadership in digital goods supported by a wide pool of fin-tech products Published on: Aug 2019 Blibli- Digitizing Indonesia’s USD 150+ bn grocery retail sp...

India is in the midst of a massive digital transformation of its population Published on: Aug 2019 Heavy social media and content consumption underway in urban and especi...

Indo B2B eCom- USD 1.5 Bn space with multiple consumer segments and business models Published on: Aug 2019 B2B E-commerce market is dominated by reseller target group ...

India's internet adoption reached 530 Mn at a run rate of 65 Mn users per year in the last 2 years - ~8x of 8 Mn users added per year from 2000 to 2009...

InsurTech marketplaces are growing 100% y-o-y driven by strong growth of both incumbents and new entrants Published on: Aug 2019 Key growth driver of sector incumbents is...

Globally, apps are taking superapp journey by adding services to its offering and increasing per-customer revenue Published on: Jul 2019 A country/region becomes superapp...

Traveloka – Flying high in USD 21 bn Indonesian online travel opportunity Published on: Jul 2019 Online travel in Indonesia to grow at 25% CAGR over the next few ye...

Hotstar has been leading the Indian content sector followed by Dailyhunt Published on: Jul 2019 Our latest research brings out focuses on the pecking order in the Indian ...

Sellers prefer an online retail platform majorly for their consumer reach followed by their UX/UI experience and word of mouth Published on: Jul 2019 Our research shows t...

The story of Amazon Prime in India- as told through three charts Published on: Jul 2019 On the occasion of the Prime Day sale event, we conducted research around the scal...

Indonesia e-tailing offers significant growth headroom across categories, with current online % much lower vs benchmark Published on: Jul 2019 Our research in the Indones...

Despite regulatory hurdles, e-pharma space on track to grow steadily owing to strong underlying consumer needs Published on: Jul 2019 We are bullish that e-Pharma sector ...

Daily Essentials category has grown rapidly within the online grocery market- accounting fo ~40% of all transactions Published on: Jul 2019 The daily essentials category ...

Food-tech daily volumes become 1.4X of cab-hailing in May 2019 (from similar volumes 5 months back) Published on: Jul 2019 The contrasting fortunes of the cab hailing and...

Business in MENA are taking digital journey led by social media, for marketing its products and services to customers Published on: Jul 2019 MENA region comprising of GCC...

E-tailing on track to reach RedSeer’s forecasted USD 32 Bn GMV for year 2019 Published on: Jul 2019 RedSeer had forecasted in early 2019, that the sector would be on tr...

Reasons for shopping online vary significantly in Greater Jakarta vs Rest of Indonesia- indicating differing consumer maturities Published on: Jul 2019 RedSeer consumer r...

Dailyhunt emerges as the clear leader in terms of Reach and advertiser Trust Published on: Jun 2019 RedSeer’s Content Leadership Index evaluates the players in the mark...

With technology driving businesses across the region, Retail technology enabler market is a picking up trend in Middle-east, driven by marketing solutions, analytics, and...

The online used car market is shifting to transaction-based models Published on: Jun 2019 For the largest time, online used car space was dominated by pure classifieds an...

P2P payments account for the largest share of India digital payments market and are currently non-monetizable; other categories are driving monetization Published on: Jun...

What does the CLI measure? Published on: June 2019 CLI measures the monetizability of a platform basis three key criteria- Reach, Engagement and Trust Index ratings Playe...

Online retail in Indonesia has been formalizing rapidly Published on: Jun 2019 Indonesian e-tailing has evolved from social e-commerce, on the back of high social media p...

Indian mid-market hotel industry is expected to grow at 10% to reach USD 4.4Bn by 2019

Digital insurers are tapping multiple channels, and launching innovative new products to drive their share in the competitive Indian Insurance market Published on: May 20...

Significant opportunity present for OTT music and video streaming players to drive user base growth in Bharat Published on: Jun 2019 The user base of OTT players is still...

Massive opportunity in digitization of B2B procurement Published on: May 2019 The purchase of manufacturing raw materials (RMs) and MROs has been traditionally untouched ...

The upcoming vernacular revolution in edtech Published on: May 2019 The first wave of edtech companies saw players focusing on high-quality content and live streaming, mo...

Hotel Aggregators Saw a 40% YoY Growth in GBV Terms During Q1CY19 Published on: Apr 2019 In Q1CY19, leading hotel aggregators have shown 48% YoY growth in Quarterly Booke...

Online Childcare: Convenience and Product Quality drive purchase decisions; Lead time and Return experience needs to improve Published on: Apr 2019 The online Childcare m...

Customization and Lead qualification key to scalability in the Online Interior Design market Published on: Apr 2019 Online Interior Design market is a large and fledgling...

The USD 12 Bn co-living opportunity in India – who will crack it? Published on: Apr 2019 With the growth of the Indian economy, there has been widespread migration to ...

Strong initial adoption of deal-sharing based social e-com platforms points to bright future ahead Published on: Apr 2019 The next 100 Mn online shoppers poised to come f...

The global expansion story of Indian internet companies is just starting, long way to go ahead Published on: Apr 2019 Over the last few years, we have seen many Indian in...

New age 3PL players are capturing share at the expense of traditional players Published on: Mar 2019 Note: TV Commerce is not included The implementation of the FDI polic...

Digital advertising is likely to be a ~$7 Bn opportunity By 2021

E-tailing market in India is expected to reach ~USD 100 Bn by 2023 from USD 24 Bn in 2018

Indonesia FinTech- USD 50+ Bn up for grabs by CY23 In tandem with the growth of the e-tailing and other consumer internet sectors, RedSeer research shows that Indonesia F...

USD 450-500 Mn Mobile App based Gaming industry is expected to grow at 40-45% CAGR to reach USD 1.8-2 Bn

Buy Report E-com FDI Policy Changes – A squeeze on market leaders and attempt to level playing field for small retailers Published on: Feb 2019   Over the past 5 y...

RedSeer believes that few of recent policy changes around e-tailers will have a significant impact on the ecosystem while the impact of other changes is unclear. Publishe...

Share of organized grocery retail in UAE+KSA is expected to increase to 80% by 2022, from current 60%; Unorganized grocery retail to shrink Published on: Jan 2019 RedSeer...

RedSeer research shows that MSMEs struggle with multiple barriers to going digital, yet are still interested in increasing their digital exposure Published on: Jan 2019 &...

O2O sector is dominated by online ticketing which is growing slowly; other categories expected to grow rapidly till CY22 but still small   Published on: Dec 2018 The...

‘Amazon effect’ in India and learnings for Indonesia   Amazon’s impending launch in Indonesia could lead to meaningful changes in the country’s ecomm...

Fintech: Funding in MENA fintech is led by lending and payment focused start-ups Published on: Oct 2018 Fintech based start-ups in the MENA region are seeing a lot of tra...

A USD 100 billion opportunity by 2022 in Preventive Healthcare Market

Cab: After a first wave of rapid growth, MENA’s cab hailing market is ready for the next wave of expansion into smaller cities and realize its huge potential Published...

The industry predominantly gets its business from Metros Published on: Mar 2018 Metros contribute nearly 55-60% to the overall listings for the online real estate classif...

Milk has the highest frequency and the lowest margins in the daily essentials category Published on: May 2018 The online milk delivery business is growing fast in India. ...

Rentals: RedSeer consumer research shows that increased affordability is the biggest value proposition for consumers who opt for furniture rentals Published on: Dec 2018 ...

480Mn people in India have access to internet out of which 90Mn are online shoppers

Online BPC (beauty and personal care) market poised to grow 100+% y-o-y in 2019, with improving unit economics Published on: Jun 2019 The online beauty landscape is heati...

We are proud to have powered the largest internet event in the country. The endorsement by Walmart is a validation of our deep insights and the watch over the Indian inte...

Introduction to the Indian Beauty and Personal Care Market   The Indian Beauty and Personal Care (BPC) market is expected to grow at a CAGR of 9%, from ~USD 14-15 bi...

With an online population of 500 mn in 2017, India has one of the fastest growing Internet population in the world. We believe a Compound Annual Growth Rate (CAGR) of 13%...

The Indian e-tailing industry has seen good momentum from 2014. Though there was a slump in 2016 with the growth being just 12%, the industry recovered well in 2017. The ...

Where is the incremental private equity money going in Indian market:   Traditionally India has been a consumer growth story. Almost all the unicorns and the large i...

Organized channel will drive the growth in the market,especially the super verticals within online channel Published on: Feb 2019 Customers prefer LFS for brand discover...

With the gradual opening up of the Indian economy since 1991 across various sectors has made the Indian market very competitive. Gone are the days when one had to wait fo...

The logistic service forms the backbone of the entire e-tailing industry. Hence the biggest of the players have created their own arm to provide the best customer experie...

Etailing Leadership Index (ELI) for the July-Sep quarter. The index is a view on how customers perceive the e-tailing platform and do not represent the market share dyn...

As highlighted in our previous paper, “Understanding the inflection point for Online Retail”, indexing from the year when online share crossed 0.5% of total retail, w...

The goal of the project was to develop a comprehensive market strategy for an online classifieds player in the Middle East. The firm wanted to expand to a new geography a...

Our client one of the largest e-tailing players in India wanted to benchmark its customer satisfaction with the competitors and understand the satisfaction across key par...

Our client wanted to launch an Internet Kitchen Service in a metropolitan city in India. The broad objective of the project was to understand the market scenario for onli...

The evolution of E-commerce has taken varied paths for developed and developing nations. We benchmarked four countries (USA, UK, China and India) on their online retail p...

      In recent times, the primary sector of India i.e the agriculture has been receiving a lot of development in terms of market readiness and technology ...

  Our client, one of the largest e-tailing players in India, wanted to benchmark its delivery performance with the competitors. The client also wanted to understand ...

  Consumer internet space has taken a steadfast growth in the recent times, especially with the wave of digitalisation kicking in and the internet becoming accessibl...

  Indian hospitality sector is beginning to witness some unprecedented growth from the time new hoteling models have disrupted the whole conventional scenario. An an...

The MSME sector has rightly been denominated as the engine of growth for the Indian economy. Its recent development as a potential business investing ground from home and...

Over the last decade with the internet boom taking place and more e-commerce and e-tail services coming up, the role of Third Party Logistics(3PL) has become really impor...

This document is a graph which covers the behaviour of consumer towards online cab aggregators. DOWNLOAD HERE

Buy Report    

Growth of the e-tailing industry in India is increasingly driven by the smaller cities. A 91 Million shopping base growing to 180 million base in next 5 years holds the p...

Report on Food-tech Industry:  

Report on Online Mobility Industry:   DOWNLOAD HERE

  Report on Indian E-logistics Industry: DOWNLOAD HERE

  Report on Indian Wallet Industry from Q1 CY’17. With the sharp increase in user base, the mobile wallets see a decrease in the overall consumer satisfaction....

  Report on Indian Food-tech Industry.   DOWNLOAD HERE

  Report on Indian fashion E-tailing Industry from Q1 CY’17. Recovering from Q4’16 and the festive sales period, the industry improved on key metrics like de...

  Report from E-tailing festive months. October’16: Electronics dominated the month due to high discounts on Mobiles and Large Appliances by top players coupled w...

Report on Online Mobility Industry from Q1 CY’17. Stagnation in consumer demand is reflected in the falling MAU numbers for the two major platforms. This indicates ...

  Report on Indian E-logistics Industry. Currently, leading players like FK and AZ deliver 80-85% shipments through captive arms. Unlike the big-etailers, smaller e...

  Report on Indian Wallet Industry from Q1 CY’17. Seller satisfaction with mobile wallets has increased sharply from the last quarter. This has happened primar...

  Report on Indian fashion E-tailing Industry from Q1 CY’17. Fashion E-tailing industry saw and increase in seller NPS post sales period Reduced load on operat...

  Report on Indian E-tailing Industry from Q1 CY’17. Reduced operational load on the industry in Q1’17 led to shorter delivery times. Shipments handled by in...

  Report on Online Mobility Industry from Q1 CY’17. Driver incentives spending was cut sharply in the past quarter, as players started focussing more on unit e...

  Report on Indian E-logistics Industry from Q1 CY’17. The success of the Amazon IHS program can be judged from the fact that the store count has grown from sc...

The growing on-demand economy has led to the development of Taxi-aggregator firms that have changed the way people view commuting within a city. Uber, and Ola are perceiv...

Overall, Q1-CY17 followed the cyclical nature of industry and returned to levels seen in Q1-CY16. Although shipments volume and 3PL revenue reduced, e-logistics companies...

  Report on Indian Wallet Industry from Q1 CY’17. Consumers are increasingly using wallets for utilities and O2O transaction.   DOWNLOAD HERE...

  Report on Indian Food-tech Industry from Q1 CY’17. Partner restaurant satisfaction for food-tech players jumped up by 900 basis points from the last quarter ...

  Report on Indian E-tailing Industry from Q1 CY’17. Orders getting delivered within 2 days in Q1’17 continued to increase. Reduced load on supply in Q1’17...

  Report on Online Mobility Industry from Q1 CY’17. For India, disruption of mainstream transport modes could see the online mobility market growing 5x (in tri...

  Report on Indian E-logistics Industry from Q1 CY’17. 3PLs have seen a decrease in # of shipments served through them Major e-tailers have started focusing mo...

  Report on Indian Food-tech Industry from Q1 CY’17. With players looking to increase their penetration and onboarding new customers to their platform. There i...

  Report on Indian Fashion Industry from Q1 CY’17. With players looking to improve other important metrics like profitability, there has been the focus to furt...

  Report on Indian E-tailing Industry from Q1 CY’17. Prime members have much higher satisfaction compared to non-prime members for quick delivery, which is ...

  Report on Online Mobility Industry from Q1 CY’17. Supply crunch situation was exacerbated by drivers leaving online platforms entirely This trend was precipi...

  Report on Indian E-logistics Industry from Q1 CY’17. Increased dependence on Kirana stores and other local stores are being used for last mile delivery Pione...

This document covers the journey of consumers with online hotel aggregators covering their source of awareness and split of online bookings. Increased usage of social med...

This is an excerpt from the document that covers the performance of Indian E Tailing Market (Flipkart Gmv, Amazon Gmv) for Q1 Calendar Year 2017 covering it from business...

Industry continued its flattish growth trajectory in Q1-CY17 as well, with just 5% y-o-y growth

Mobile wallet transaction volume has continued to expand significantly as user base continues to expand

Overall partner satisfaction witnessed a jump of 900 bps driven by business growth prospect

Overall, lifetime registered prime members have seen growth in JFM’17 Q1’17 saw a ~20% growth in the total no: of prime members on Amazon Estimated total registered p...

Etailing Leadership Index (ELI) for the Jan-Mar quarter. The index is a view on how customers perceive the e-tailing platform and do not represent the market share dyna...

Fashion vertical continues to contribute ~20% of the overall e-tailing market driven by end of season sales for major players in Q1’17​...

After two successive quarters of growth, the Indian E-logistics market experienced a slowdown in Q1-CY17

This report broadly covers the trends in Online Taxi Market in Q1 2017.

Ramadan is celebrated by more than 450 m people in MENA; UAE, KSA, and Egypt form ~30% of this population

India, which has the world’s second fastest growing GDP, will produce one of the world’s largest high income pool Real GDP Growth(2005-2015) Indian households with an...

This document covers insights on e-logistics market from Q4CY’16. DOWNLOAD HERE

This document covers insights on online mobile sales from Q4CY’16. DOWNLOAD HERE

Overall Indian e-tailing grew to USD 14.5 Bn in 2016 India E-Tailing Internet Market-in USD Billions Breakout year for sector Flipkart crosses USD 1 bn GMV Amazon, Snapde...

This is an excerpt from the document that covers the performance of Indian Fashion E Tailing Business Models for the year 2016 covering it from business metrics, consum...

This document covers insights on food-tech Industry from Q4CY’16.   DOWNLOAD HERE

Online insurance market in India is expected to grow 4-times faster compared to the overall insurance market till 2020 Indian Insurance Market In USD, From Year 2013 to 2...

2016- A stumbling block year? 2016 for e-tailing will be at best remembered as the speed-breaker year. The industry GMV, which was growing at an annualized triple digit r...

Growth of the e-tailing industry in India is increasingly driven by the smaller cities. A 91 Million shopping base growing to 180 million base in next 5 years holds the p...

The challenge In spite of increasing deployment of technologies over the last few years, the Indian online e-commerce industry continues to face trouble on multiple metri...

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 , US...

This document covers a perspective on the impact of Demonitization on MSMEs. DOWNLOAD HERE

This document covers a perspective on the financing needs of the sellers of e-commerce platforms. It includes the current and unfulfilled needs of the sellers along with ...

This document is a chart which shows the near term and mid-term impact of demonitization on e-tailing, online cabs, food-tech and hyperlocal grocery. DOWNLOAD HERE...

This document is a chart which shows the growth of private labels in e-tailing, furniture e-tailing, fashion e-tailing and grocery e-tailing in India. DOWNLOAD HERE...

This document covers the performance of the food-tech industry in Q4 calendar year 2016 covering the performance of the players and consumer NPS. Foodtech Industry Perfor...

The Indian e-tailing industry is looking up after three quarters of slump Quarterly Trends in Indian E-Tailing Market Market sizes in $ billion Indian E-tailing Industry ...

Indian market e-tailing Trends Trend 1: Amazon is growing aggressively and has reached ~80% of Flipkart’s GMV Strong growth driven by fashion category, which is again 8...

This document is a graph which depicts the difference in delivery performance between Amazon and Flipkart. DOWNLOAD HERE

This document is a graph covers the growth of private labels in e-tailing industry. DOWNLOAD HERE

E-logistics industry grew moderately to ~650 Mn shipments in 2016

Online food delivery is expected to grow by 150% to reach USD 750 million in 2017

Fashion is currently one of the biggest categories with a 22% share to the overall GM​

Indian e-tailing GMV Performance grew to USD 14.5 Bn in 2016.

Online FMCG in India is very nascent- pointing to a vast growth potential

This document is a chart that compares the delivery performance of top cities across India and Saudi Arabia. DOWNLOAD HERE

This document is a graph which shows growth of Uber in key markets US, China and India. DOWNLOAD HERE

This document is a chart which covers the consumer buying behaviour with the various e-tailers highlighting the consumer repeat rate. DOWNLOAD HERE...

This document is a graph which covers key trends in fintech alternative lending space. DOWNLOAD HERE

Growth of the e-tailing industry in India is increasingly driven by the smaller cities. A 91 Million shopping base growing to 180 million base in next 5 years holds the p...

This document is a chart which covers the potential of online disruption in the various means of transport. DOWNLOAD HERE

This document captures the behaviour of consumers with fashion e-tailing covering their browsing and buying behaviour in the horizontal platforms. DOWNLOAD HERE...

Growth of the e-tailing industry in India is increasingly driven by the smaller cities. A 91 Million shopping base growing to 180 million base in next 5 years holds the p...

This document is a chart which compares the customer experience of Ola and Uber covering ride and booking experience. DOWNLOAD HERE...

This document is a chart which shows how rapid customer adoption has led to a fall in private car usage.

This document is a chart which depicts how the rapid on-boarding of sellers has let to the dip in quality of sellers. DOWNLOAD HERE...

This document is a graph which shows where the Indian online cab market is positioned when compared to US and China market. DOWNLOAD HERE...

This document is a graph which covers some insights on cab market in Bangalore. DOWNLOAD HERE

This document is a graph which covers the cab supple performance of Ola and Uber. DOWNLOAD HERE

This document is a chart which shows the growth of online sales of white goods, retail lighting and brown goods in India, US and China. DOWNLOAD HERE...

This document is a graph which shows what percentage of sales for e-tailing sellers in white goods, retail lighting and brown goods comes online. DOWNLOAD HERE...

This document is a graph which shows the quarter performance of e-tailing industry for the fiscal year 2015-2016. DOWNLOAD HERE

This document is a graph which shows the expected growth rate of Indian lighting and appliances market. DOWNLOAD HERE

This document is a chart which shows the satisfaction of white goods, retail lighting and brown goods sellers with online marketplace. DOWNLOAD HERE...

Overall Business Volume (Mar 2016) Paytm had an average of 19.5 lac transactions per day in Mar 2016 (excluding P2P transfers or transactions that add balance to wallet G...

This document is a graph which depicts the growth of online mobile sales in India by 2020. DOWNLOAD HERE

This document is a graph which shows the preference of sellers towards the various online classifieds platforms. DOWNLOAD HERE

This document covers insights on the delivery performance of the Indian e-tailers for Nov-15, Dec,15 and Jan-16. DOWNLOAD HERE

HFD in India was a USD 860 Million market in 2017

This document is a chart which shows the percentage impact of demonitization on November 2016 on e-tailing, online cabs, food-tech and hyperlocal grocery. DOWNLOAD HERE...

This document is a graph which shows the growth of e-tailing industry from Dec-2014 to Dec-2015. DOWNLOAD HERE

This document is a chart which shows the online shopping behaviour of consumers in the festive sales of October 2015. DOWNLOAD HERE...

This document is a chart which shows the category-wise performance of e-tailing industry in the festive sales of October 2015. DOWNLOAD HERE...

This document is a chart which shows the performance of Indian e-tailers in the festive sales of October 2015. DOWNLOAD HERE

Study Background Objectives of the study Key points to be covered Gathering insights on multiple aspects of the festive sale period from 13th-17th of October 2015 includi...

Moving fast and being prepared for GST – A comprehensive guide for businesses to take action today to build competitive advantage in the light of GST implementation...

This document covers the rise of consumer business in India identifying the key success stories and growth mantras. We are the leaders in the Indian consumer internet adv...

This document covers a perspective on the credit needs of online marketplace sellers. DOWNLOAD HERE

This document is a chart which shows the internet usage evolution curve including the reasons for not shopping online. DOWNLOAD HERE...

Ola has ~155,000 drivers in its network; more than ~120,000 or ~75% log in daily In Metros, the drivers who don’t login are often absentees who would have taken a b...

The Gold Rush of the new age   The idea of waging a war to capture market share in a booming economy like India is not new to companies. After the liberalisation of ...

In GMV run rate terms, the Indian e-tailing market reached $ 10.5 billion in size in March 2015; horizontal players captured majority of the share E-tailing market segmen...

The Indian Story for Logistics Industry Insights The Indian E-retail industry is expected to grow at a CAGR of ~47% to over $100 billion by 2022, 10X growth from the curr...

The $4.5 billion e-tailing market in India is split into horizontal and vertical players; horizontal players have captured ~80% share of the market Split of e-tailing mar...

Led by the boom in the e-tailing industry, the number of sellers registered with leading marketplaces is expected to grow multifold Number of sellers on board e-tailing m...

The $4.5 billion e-tailing market in India is split into horizontal and vertical players; horizontal players have captured ~80% share of the market Horizontal players i.e...

We created an in-depth questionnaire for profiling sellers across categories and understanding their behavior Key points 1. What the approximate size of your business in ...

Operational efficiency in recent times has become one of the major talked about issues and a huge amount of efforts are going into maintaining it. One such study was cond...

The taxi market in India is estimated at $9 billion; the organized sector constitutes around ~ 6% revenue share of the overall market The taxi market in India is highly f...

Travel and tourism is a fast-growing vertical in India. People have started travelling for luxury lately and a lot of Indian economy is coming from tourism. Along with th...

Grocery in the most important day to day necessity of every household. Every family needs an adequate amount of grocery every day for survival. Starting from small kirana...

This document covers the insights of consumers towards the e-commerce market in India. DOWNLOAD HERE