The 3A’s shaping the food service market of UAE
Published on: Nov 2019 Food service market of UAE is ~$ 15 Bn in size. The market took a hit in revenues during early 2018 due to implementation of VAT, but the sector is back on track to provide a stellar performance going forward. We expect the key drivers to be – 1. Increased adoption […]
The future is bright for online fashion and car classifieds
1. Once-small online fashion/beauty category on track to exceed USD 7 Bn in GMV in 2019 and USD 25 bn by CY22 Published on: Oct 2019 Women fashion growing faster and ethnic clothing compared to footwear and other accessories – case of democratization of user base Super-verticals growing at 100%+ due to differentiated offerings, fast […]
Indian Niche Food Brands
1. Niche food brands are gaining traction among the educated urban and semi-urban youth in India Published on: Oct 2019 The niche packaged food industry is pegged to grow at ~16.5% to reach USD 59 Bn by 2022 from USD 37 Bn at present. Unlike the previous decade, this time these niche brands, or ‘challengers’ […]
Festive sales 2019 off to a strong start and other key internet trends
E-tailers have achieved $ 1.8 Bn sales in first 3 days of the sale, on track to have a highly successful sale event Published on: Oct 2019 First three days of festive sales see a strong start, with mobiles and other electronics driving growth A significant share of transactions from smaller city consumers lead to […]
What does the 2019 e-tailing festive season have in store?
E-Tailers on track to sell USD ~3.7 Bn of goods during festive event 1- up 60-65% y-o-y Published on: Sep 2019 Key drivers of growth to be an expansion in online shoppers who will likely shop across categories (even beyond mobiles) Compared to business as usual days, we expect that e-tailers will likely see a […]
How small and large internet sectors are driving adoption and profitability
1. E-Tailers on track to significantly reduce cash burn over next few years Published on: Sep 2019 Cash burn expected to drop significantly for e-tailers over next few years Biggest levers supporting the trend are the rapid growth of higher-margin categories (vs mobiles) and improved supply chains to rationalize costs 2. Challenges and opportunity to […]
Innovation in business model helping improve online deliveries performance in GCC
Buy Full Report Logistics is driving eCommerce in GCC; the two key sectors of Etail and online food deliveries stand at ~$11 Bn, expected to grow ~3X in next five years Published on: Sep 2019 Etail and online food are the two biggest sectors where deliveries are playing a critical role. E-tail is currently observing […]
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 […]
E-tailing horizontals vs verticals and Flipkart’s furniture success
Flipkart has grown to capture 41% of online furniture market share Published on: Sep 2019 Hyperlocal e-grocery- Market growing at triple digits, with sector specialists continuing leadership Despite aggressive moves by horizontals, their hyperlocal grocery businesses have made a limited dent in the market As verticals continue to thrive basis their core value proposition of […]
Assessing Shopee Indonesia readiness for 9.9 and how smaller e-tailers are taking on the giants
As Shopee gets ready for 9.9, how has it performed YTD on its key initiatives in Indonesia? Published on: Aug 2019 Shopee Indonesia has performed strongly in scaling up B2C retail and Cash on delivery initiatives in 2019, both of which will play a crucial role in driving growth in 9.9 and other events Shopee […]
Demystifying the restaurants vs online aggregators debate
Restaurants have witnessed 30% growth in business along with other benefits after partnering with online aggregators Published on: Aug 2019 Online partnerships have enabled restaurants to increase overall top line by 30% via a large consumer base and strong brand impact With improved kitchen utilization, online partnerships have also enabled restaurants to improve their bottom-line […]
Ready to Cook Market: India
1. Ready to Cook Food market is gaining adoption among consumers owing to increasing urbanization and demand for convenience food Published on: Aug 2019 Ready to Cook market in India stands at INR 2100 Cr in 2019 and the market is expected to grow at a CAGR of 18% to reach INR 4800 Cr by […]
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 concentrated in urban centres. This helps the organized retail players to make a deeper reach out to the population, resulting in a high representation of organized players in retail. This characteristic of the high share […]
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 USD 150+ bn grocery retail space via BlibliMart Bukalapak’s Mitra program- First mover advantage in a USD 14 Bn 2025 opportunity
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 A country/region becomes superapp ready when its large base of the population is smartphone first instead of desktop and the ecosystem of apps customized to local needs is not evolved. WeChat in China leveraged this […]
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 to grow at 25% CAGR over the next few years, with both incumbents (traveloka) and insurgents (tiket.com) spending heavily to grow the market All major e-tailers including Tokopedia, Bukalapak and others have also entered the […]
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 Published on: Jul 2019 Our research shows that Top 4 platforms are especially preferred for their reach, while sellers sell on social media primarily due to its zero commissions and easy to use UX/UI (and […]
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 the Prime Day sale event, we conducted research around the scale of Amazon Prime in India, key messages from which are shown below. What do users of long-form video platforms consume? Our research on consumers […]
Decoding The Indonesian Online Shopper
Reasons for shopping online vary significantly in Greater Jakarta vs Rest of Indonesia- indicating differing consumer maturities Published on: Jul 2019 RedSeer consumer research on 1500 online shoppers in Indonesia indicates that while Greater Jakarta shoppers cite ‘convenience’ as major most important reason for shopping online. While the top reason is ‘low price’ for Rest […]
Retail Technology – The Next Frontier
Diabetes care market in India is ~$17 Bn in size as of FY21, expected to grow 3X+ to ~$59 Bn by FY31.
Stepping Into India’s Footprint
India retail banking is poised for disruption as neobanks look to revolutionise personal banking experience.
Childcare Market Updates
Online Childcare: Convenience and Product Quality drive purchase decisions; Lead time and Return experience needs to improve The online Childcare market has attained enviable size in a relatively short timeframe (~$ 500mn in FY19). Given those purchase decisions in the category are partly impulsive/emotional, Online platforms have been able to address/expand the market significantly. An […]
Online Interior Design Market Updates
Buy Full Report 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 opportunity in India (RSC estimates the market to be ~$ 100 mn in FY19, with online penetration of <1%). Despite the large addressable opportunity, leading Online […]
Social Commerce Market Updates
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 from the smaller cities of India and likely to have very different behaviour and needs vs the current group of shoppers. E-commerce platforms that tap into the social […]
Online Grocery Market Updates | Middle-East
Buy Full Report 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 estimates grocery retail to grow at CAGR of ~5% to reach size of USD 73 Bn by 2022, from current USD 60 Bn for […]
State of e-tailing in India
Though the demand for preventive healthcare has soared since the pandemic and startups in the space are striving to ride this tailwind, it is still largely an untapped market. The opportunities are huge for businesses. The report delves into the entire landscape and shares pointers on how to cash in on the opportunities by tapping into emerging technologies.
Online Milk Delivery Updates
1. Milk has the highest frequency and the lowest margins in the daily essentials category The online milk delivery business is growing fast in India. The players have focussed on milk category to make consumers habituated with their services as the frequency of milk purchase is high. But since the margins are low in milk, […]