What Does the Current Geopolitical Situation Mean for the UAE Consumer Economy?

The UAE has seen external shocks before, but they do not all play out in the same way. Some hit confidence first, some hit spending power, and some change how people move and shop almost overnight. The right way to read the current moment is not to assume one broad outcome for the whole economy. […]
Dark Stores Can Be Profitable. GCC Is Where It Happens First.
Dark store profitability in GCC is emerging earlier than in many global markets as quick commerce players benefit from dense urban populations, strong consumer demand, and efficient delivery economics. This analysis explores the factors enabling sustainable dark store operations and why the GCC region is leading the path to profitability in quick commerce.
UAE Ramadan 2026: Steady mood, sharper channel choices, and community-led influence
UAE Ramadan 2026 reflects a steady consumer mood with more deliberate shopping behavior. As the festive season approaches, shoppers are becoming more selective about where and how they buy, with clearer channel preferences and stronger influence from community and social networks shaping purchase decisions.
Saudi Q-com Regulations: Ending the Subsidy Era?
Saudi Q-com regulations are bringing an end to subsidy-driven growth, forcing quick commerce players to rethink pricing, unit economics, and sustainability.
Quick Commerce Finds Its New Normal with Scale, Mix, and Momentum
The start of a new year is usually when demand cools, excess capacity shows up, and reality sets in. January 2026, however, is telling a different story for Quick Commerce. Rather than resetting to pre-festive levels, the category has held on to OND-scale demand more strongly than in previous years, signalling that what looked seasonal […]
The Dark Store Blind Spot: The part of quick commerce growth that the topline doesn’t show
Uncover the dark store blind spot in quick commerce growth and understand the hidden operational challenges behind topline expansion.
Christmas Vs New Year’s Eve 2025: Redefined Value Creation Across India’s On-Demand Economy
Christmas 2025 serves as a real-world stress test for India’s on-demand economy, revealing how consumer demand shifts across food delivery and quick commerce platforms during peak festive periods.
Christmas 2025: What a Festive Day Reveals About India’s On-Demand Economy
Christmas 2025 serves as a real-world stress test for India’s on-demand economy, revealing how consumer demand shifts across food delivery and quick commerce platforms during peak festive periods.
Redseer helps an e-commerce enabler double down and rise as a full-stack leader.
Redseer guided a leading Indonesian e-commerce enabler to become a full-stack platform, integrating logistics, SaaS and financing to strengthen partnerships with top brands.
Redseer advised Meesho on its IPO journey: know what we did and how we did it.
Meesho partnered with Redseer to evaluate India’s fast-evolving retail and e-commerce landscape ahead of its IPO journey. The study outlines the structural shifts driving India e-commerce growth, the rise of value-focused models, and Meesho’s role in expanding digital adoption, improving affordability, and reshaping consumer behavior across categories. The analysis highlights market potential, long-term growth drivers and Meesho’s industry positioning.
Redseer Enables the Regional E-commerce Leader to achieve Competitive Differentiation via Logistics Partnership
Executive Summary A top-three regional e-commerce platform partnered with Redseer to evaluate logistics as a sustainable competitive advantage amid margin pressure from promotional intensity. Through primary research across six Southeast Asian markets, we analyzed 30+ logistics providers to identify capability gaps and partnership opportunities. The engagement resulted in a minority stake acquisition of a regional […]
Culture-powered Commerce: Impact of Festivals on the Indian Economy
India’s growth story cannot be understood through macroeconomics alone. Traditional and “created” festivals – of which India celebrates over 300 around the year – mobilize millions of households, MSMEs, artisans, gig workers, and brands in cyclical bursts of economic activity. Spanning consumption peaks, local commerce, credit flow, philanthropy, and cultural continuity, India’s festive rhythm has […]
Unlocking the Next Wave of MENA E-commerce Growth
Summary: MENA’s digital economy has driven 20% of consumption growth over the past five years while accounting for 10% of consumption expenditure. Online retail is a key pillar within the digital economy that has been powering this, and our region is home to a uniquely democratic online retail market, where no single player truly dominates. […]
Quick Commerce, Quicker Decisions: Is your Brand Strategy Future-ready?
Summary: Quick commerce has become India’s fastest-growing retail format, reaching 33 million monthly users across 150+ cities. By 2030, it will command 10% of branded retail sales. Brands can capture this opportunity through hyperlocal assortments, premium bundling, strategic promotions, and targeted visibility. Read on to learn how quick commerce platforms help brands triple their growth. Introduction – The Rise of Quick […]
Saudi Quick Commerce -Market Stabilizing in Q3’25
The Saudi Quick Commerce Market showed signs of cooling down for the first time in Q3, driven by summer seasonality and the waning impact of discounts, with basket values dropping below those of last year. Despite these headwinds, leading players have continued to innovate by scaling new verticals and forging strategic partnerships in search of […]
E-commerce Festive Sale Trends: 1st leg (11 day) closes at INR 60K to 62K Crore, up by 20% to 22%
India’s e-commerce festive season kicked off with a bang. The first 11 days of the 2025 sales event clocked a massive more than INR 60K Cr. GMV, which is nearly 3.5 times the business-as-usual (BAU) levels. This marked a 20%-22% year-on-year surge – almost double the pace of Festive 2024, which grew at just ~12%. With this momentum, the […]
Festive 2025: Day0+Day1 Ecommerce Sales Surge 25% with GST Boost, demand led by Smartphones and TVs
22nd September marked more than just the start of Navratri; it signalled a turning point for India’s festive e-commerce story. First 2 days sales surged by 23-25% year-on-year, marking a four-to-fivefold jump in growth over last year’s muted start. The twin forces of GST 2.0 reforms and festive sentiment powered a wave of premium smartphone […]
Winning the Quick-Commerce Decade: Playbook for Brand Success
Quick-Commerce (QC) is no longer a side channel; it’s becoming the frontline of consumer demand, and brands cannot afford to ignore this channel. By 2030, nearly 10% of branded spend will flow through QC. For consumer brands, this isn’t just another distribution avenue; it’s the fastest-growing channel to influence buying behavior, shape consumption habits, and […]
Festive Season 2025: What to Expect? What to Action?

India’s festive economy is gearing up for its most decisive growth run yet. With repo rate cuts, rising rural affluence, and urban optimism, consumer sentiment is at a multi-year high. Add to that the acceleration of e-commerce is setting the stage is set for a blockbuster festive season. But behind the headlines lies a more […]
Beyond Food & Grocery: Super App Path in KSA

The KSA market is evolving rapidly, driven by a large, tech-savvy population that actively engages with multiple online services across commerce, finance, and entertainment. Demand for super apps (platforms that consolidate multiple high-frequency services), is rising quickly. Several Q-commerce platforms, fintech solutions, and digital marketplaces are well-positioned to lead this shift, thanks to their large […]
Quick Commerce: India’s Retail Darling or Profit Mirage

Executive Summary What’s failed in other countries is scaling in India. India’s quick commerce (Q-commerce) has rapidly scaled into a $10B+ GMV market with 30M+ monthly users, becoming the fastest-growing retail format in the country. But beyond speed and convenience, Q-commerce is now shaping product discovery, brand building, and digital experimentation for both legacy and […]
India’s leading e-commerce players’ growth execution strengthened by strategy consulting
Executive Summary A leading e-commerce player engaged Redseer Strategy Consultants to take a closer look at its digital ads business and see how it can grow its digital ads revenues by deriving learnings from the competition’s ad business models. Through detailed analysis of customer journeys, ad placements, seller feedback, and competitor strategies, Redseer helped build a […]
TikTok-isation of retail? Quick Commerce in Southeast Asia – the USD 35 Bn future of retail waiting to be unlocked!
Southeast Asia’s retail sector, backed by strong digital adoption and rapid urbanization, is on the cusp of a new wave of transformation. The region’s growing young middle class, coupled with rising eCommerce penetration and dense urban centers, makes it fertile ground for the rise of Quick Commerce (Q-Commerce) — a new-age fulfillment model promising ultra-fast […]
Local Champions: Noon now holds the leading position in the UAE’s online retail sector!
Noon now holds the leading position in the UAE’s online retail sector! Noon has rapidly captured significant market share in the UAE’s e-commerce space, with its rapid delivery experience emerging as a standout differentiator. This convenience-first approach has helped Noon win market share from other players, particularly in high-frequency categories like grocery, personal care, and […]
Heightened Ramadan excitement this year is set to drive $10 billion in retail spending

Ramadan Kareem! We extend our warmest wishes to you and your loved ones. This sacred time brings together people worldwide in a shared journey of reflection, fasting, and prayer. In anticipation of Ramadan, we conducted a comprehensive study to understand consumer needs, motivations, and preferences during this period. This year, we see a dynamic intersection […]
Ramadan 2025: The year of Gifting, Wellness & Live Commerce

Inside Indonesia’s $8Bn BPC Market | Redseer Glow Economy
MENA Q-Com a $6 Bn Opportunity in 2025, >10% of Online Retail

Quick Commerce (Q-Com) is transforming the retail landscape by providing ultra-fast delivery and convenience, often in as little as 10 minutes. By 2025, it’s projected to represent a $6 billion market in MENA, surpassing 10% of the region’s online retail share. With rapid growth across categories, evolving consumer preferences, and innovations in delivery modes, Q-Com […]
5 trends Reshaping Ecommerce in MENA
The e-commerce landscape in the Middle East and North Africa (MENA) region is undergoing a rapid evolution, shaped by rising internet penetration, a young population, and growing consumer confidence in online shopping. This report provides a detailed exploration of the region’s dynamic market shifts, highlighting five key trends set to redefine the future of online […]
Digital Media Channels to Power Black Friday This Year
Black Friday has emerged as one of the most important events in retail in the Middle East and North Africa (MENA), owing to the wide array of deals and discounts spread out over the 5–6 week festive period. As retail traffic is set to be high, retailers in the region need to be cognizant of […]
India’s E-Commerce Festive Performance: Growth Driven by Tier 2+ Cities, Shopper Spending, Fashion
India’s e-commerce sector has been seeing spurts of growth in recent years, especially during the festive seasons, as consumers increasingly turn to online shopping. This year, the festive season achieved a milestone, reaching approximately $14 billion in Gross Merchandise Value (GMV). But the significance of this season goes beyond just higher sales figures—it highlights a […]
Reshaping E-Commerce in MENA
As the MENA e-commerce landscape continues to evolve, we’ve been tracking key trends that seemed unstoppable just a short time ago. But recently, we’ve noticed a reversal — from the rise of omnichannel players to the comeback of cross-border shopping and, most notably, a return to price sensitivity. These changes are reshaping the region’s retail […]
How are brands looking to capitalize e-commerce opportunity during festive?
The highly anticipated 2024 festive season is here! And with this comes one of the biggest opportunities for brands to capture the pending consumer demand and accelerate growth with a huge opportunity for expansion. The potential to dominate this season and lay the foundation for long-term success is immense. The stakes have never been higher […]
Festive 2024 Insights: Redseer projects 20% YoY E-Commerce Growth
As the 2024 festive season approaches, businesses are presented with a critical opportunity to drive unprecedented growth. With the Indian economy poised for a consumption boom, e-commerce is likely to join the party and achieve a remarkable ~20% year-on-year (YoY) growth in the festive season. This surge is a testament to the strategies employed by […]
Baht Bytes: Spotlight on Thailand’s On Demand Services
“Can Thailand, the second-largest economy in Southeast Asia spring a surprise in the consumer internet space?” queried our friend at a regional Venture Capital. As we looked for answers, we could not miss the country’s high household affordability levels and the digitally well-connected population. As we dug in, we noticed that while there have been only a few sizeable startups in the past, the situation is […]
KSA Q-com Roundup – Buckle up for the ride
H1 2024 has been an active period for quick commerce in KSA. We’ve already discussed some of these ongoing changes in our previous quarterly update on food delivery and also covered the rapid rise of quick commerce in online grocery in the kingdom. Today, we are doing a quick commerce roundup for the kingdom as […]
India’s Q-Commerce Ascent: A New Era in Shopping
Quick Commerce or Q-Commerce has swiftly transitioned from a novel concept to a crucial part of urban living. It’s the pulse of the new-age consumer, delivering everything from groceries to gadgets at a remarkable pace. This rapid service, which has become a core aspect of daily routines, highlights India’s adaptability and appetite for innovation. Picture […]
Last Mile Delivery is a Key Enabler to Online Retail
Consumers in Saudi Arabia continue to adopt online shopping. This means that more products than ever are delivered to end consumers (i.e., last-mile logistics). With the delivery driver now the only physical touchpoint with consumers, this segment is both critical and fast-growing. With the need for the last mile continuing to accelerate, the industry is […]
Loyalty Programs – The secret sauce driving UAE online retail
The UAE e-commerce landscape is witnessing a surge in the influence of loyalty programs. While constituting just 30% of the overall online consumer base, online loyalty program members drive almost 50% (>$5.5 billion) of the UAE’s online retail market. This highlights the importance for e-commerce businesses to strategically design their loyalty programs to capture a […]
Festive 2024: Unveiling India’s Grand Consumption Revival
As the much-awaited season of celebrations approaches, there’s a noticeable buzz in the air. E-commerce platforms are gearing up for what promises to be an exciting festive season. Everywhere you look, from billboards to your email inbox, there’s a sense of anticipation and excitement. The festive spirit is charged with the promise of new beginnings, […]
From Fast to Faster: Exploring India’s Q-Commerce Boom
Picture a typical day in the life of a young entrepreneur in Bangalore. He’s juggling the demands of a start-up, a vibrant social life, and the challenges of living alone in a bustling city. He’s just realized he’s out of groceries, and he has no time to visit the supermarket. Or imagine a working mother […]
Click to Chic: How E-Commerce is Redefining India’s Fashion Landscape
E-commerce is shaking up the fashion scene in India, making it more accessible and exciting than ever before. Gone are the days when fashion trends were confined to high-end boutiques in major cities. Now, with just a few clicks, you can explore and purchase from an extensive range of high-end and value brands from the […]
UAE & KSA Markets: Same Same or Different?
At Redseer, we delve deep into various Consumer Internet sectors across the GCC region, drawing on over 10+ years of experience. While the pandemic drove rapid adoption of the digital economy, purchase decision criteria have evolved significantly in recent years. Through our brand and industry trackers, we closely examine the factors influencing decisions in the […]
Demystifying India’s e-Commerce Growth
Are you a frequent online shopper? When was the last time you purchased online? Which are your favorite ecommerce apps? Well if you can answer all these questions, then you too are a part of the growing e-commerce populace that’s driving India’s e-commerce revolution! From the towering skyscrapers of financial districts to the bustling markets […]
MENA e-commerce: A unique ecosystem, in a period of transition
Amidst the turbulence of the pandemic, the digital economy surged globally, but nowhere more profoundly than in the MENA region. This is because we were still in the period of customer acquisition where the marketing spending was extremely high. The pandemic helped leapfrog these days, placing our region on a pedestal of growth. Now, as […]
Indonesia Quick Commerce: Can it crack the code like India?
Quick Commerce (QC) stumbled in Indonesia (and elsewhere) thanks to some business model hiccups. But look at India – QC’s not just surviving, it’s stealing thunder from mainstream e-commerce giants. This playbook could be the key to unlocking QC’s true potential in Indonesia. It’s a challenge, but winnable. Grab and Astro – the QC frontrunners […]
Unveiling India’s Q-Commerce Revolution: Can India be quick commerce’s first success story?
In the dynamic landscape of retail and ecommerce, one trend has emerged as a game changer: the meteoric rise of quick commerce (q-commerce) in India. Q-commerce, with a $2.8 Bn current market size, is set to become a disruptive force, poised to reshape the retail industry as we know it. With India’s burgeoning urban population […]
Ramadan 2024: How will Indonesian consumers spend USD 70Bn
Ramadan is a month of fasting and spiritual reflection for Muslims around the world, a time for family gatherings, community events, and religious observance. It is also a time of increased retail spending, as families stock up on food, gifts, and clothing in preparation for the Eid al-Fitr holiday that marks the end of the […]
What does eCommerce Consumer Confidence look like post festive season 2023?
Both online and offline retail in India started gaining momentum from Q1FY24 with offline retail growing faster than ecommerce in Q2FY24. As per seasonal trends and captured in our ECCI of 131 for Jul’23 this led to a strong festive season of Oct-Nov ‘23. Not surprisingly in the post-festive period, the sentiment for future 4-months […]
Navigating the UAE’s Super-App Market Landscape
The e-commerce landscape in UAE is witnessing a decline in the number of shopping apps used by consumers due to their increasing preference for streamlined app usage. Super-apps have emerged as a response to this trend, as major brands like Careem, Talabat, Noon Food, and Amazon expand to become comprehensive one-stop solutions for diverse consumer […]
Indonesia: Regulations Hammer Live-Commerce, But Resurgence Remains on Cards
Indonesia’s regulatory curveball, mandating the separation of e-commerce and live-streaming functions, will take the steam out of the live-commerce juggernaut. GMV growth rates will moderate in the short term. However, the sector’s structural growth trajectory will remain intact. We think TikTok will make a comeback via a live-commerce-free e-commerce route. Assuming no further regulatory changes, […]
Festive Optimism Prevails: MSME Sellers Eye Sales Surge
Everyone in India is gearing up for the coming festivities. And in that spirit, Redseer is watching all aspects of the ecommerce Industry’s biggest GMV churner, the festive season sales. Our latest analysis takes into account the MSME seller’s perspective and how online sellers are expecting to buck the trend in a tough year. In […]
90,000 Crore. That’s How Much GMV Festive Season 2023 Can Clock
Over the years, the remarkable transformation of e-commerce has redefined India’s retail landscape. From its modest inception in 2014 to the upcoming celebration of the 10th anniversary of India’s eTailing festive season, the industry’s journey has been nothing short of extraordinary. 2023 marks the 10th year of festive e-commerce sales in India. The Indian eTailing […]
UAE: Gateway to $1.5Tn MENA Consumer Spending
UAE is the gateway to the $1.5 Tn MENA consumer spending market. UAE contributes 15% of GDP and over 15% of regional tourist influx, its strategic location and robust infrastructure have solidified its position as global trade hub status. Pro-business policies of the government coupled with strong consumer confidence in the country; position it as […]
MSMEs’ Impact on India’s E-commerce Surge
India’s digital transformation journey and the rise of its Micro, Small, and Medium Enterprises (MSMEs) are shaping the country’s economic landscape in profound ways. The push towards a paperless economy has increased efficiency and transparency, contributing to economic growth. In this article, we explore how MSMEs, a critical component of India’s economy, are expanding their […]
Shopping Goes Social – $10Bn Opportunity for MENA Retailers
The fusion of shopping and social media is reshaping consumer behavior and advertising strategies, offering a potential windfall of over $10 billion for those who seize the moment. Social media’s ascendancy from a communication tool to an overpowering advertising force cannot be ignored. With users now spending more than double the time on these platforms, […]
eCommerce spending sentiment outlook remains optimistic
As businesses world over are battling recession and bringing their offline operations and revenues back to pre-Covid levels, eCommerce growth appears to have peaked and plateaued. RBI’s consumer confidence index assessment of household sentiment about the current and future economic situation gives a sense check on how consumers plan ahead for future expenses. To complement […]
Unveiling Redseer’s Ecommerce Confidence Index in Middle East
We are delighted to unveil the inaugural Ecommerce Consumer Confidence Index (ECCI) in MENA. This index aims to capture the sentiment of consumers towards ecommerce. 1. Redseer has created ECCI to assess the consumer sentiment and confidence around eCommerce Ecommerce Confidence Index is designed to assess consumer sentiment and confidence in the eCommerce landscape by […]
Shopping Goes Social
Social media channels, with their large userbase and increasing time spent, continue to be the influential channels for retail purchase decisions. Social commerce along with live streaming has already taken up significant market share in some of the leading markets like China and Vietnam. This trend is expected to be followed in the MENA region […]
Unlocking the Value in Indian eCommerce
In a diverse and vibrant country like India, consumer behavior varies greatly, and understanding the distinct archetypes of consumers is vital for businesses aiming to capture this vast market. With their prudent spending habits and pursuit of value-driven products, the’ Mass’ consumers are a dominant force. In this article, we delve into the characteristics and […]
Unlocking value in Indian eCommerce: Catering to the ‘Mass’ Consumer
Are you curious to discover the untapped potential of a dynamic consumer segment that’s shaping the Indian retail and eCommerce landscape? Brace yourself for a captivating journey through our groundbreaking report! The world of mass consumers is a burgeoning force that’s set to revolutionize growth of Indian eCommerce. With annual incomes ranging from INR 2.5 […]
Indonesia ecommerce: The metamorphosis continues…
Over the years, e-commerce in Indonesia has experienced significant growth, driven by factors such as increasing internet penetration, smartphone adoption, and a growing middle class. The category mix of e-commerce platforms has evolved to cater to the diverse needs and preferences of Indonesian consumers. It is further expected to undergo changes as the demographics and […]
How to acquire new customers this Black Friday?
Last quarter of the year has traditionally been an important period for sales in UAE contributing more than 30% of overall retail sales. While, last year, the Football world cup overlapped resulting in a significant increase in sales. This year, we expect the growth to taper down as consumers increasingly start living in the moment, […]
How Can Traditional Brands Adapt to the Rise of Online Retail?
In the last few years, we have seen many Digital Native Brands (DNBs), created and scaled online, are doing very well. Brands such as Xiaomi, Boat and Mamaearth, well-adapted to the online ecosystem, have ridden the explosive growth in eCommerce to become household names. As online sales increase across categories, so will the power and […]
Indian E-tailing Saga: Slow Pace, Steady Stride
Indian e-tailing industry has gradually slowed post-pandemic but continues to perform better than overall retail consumption. While the greater maturity of current users has propelled eCommerce growth, macroeconomic factors have kept the overall consumption growth tepid in the last few quarters. Continued internet proliferation, efforts by e-commerce platforms to boost the shopping experience, and omnichannel […]
Indonesia Online Electronics: A Whitespace for D2C?
Electronics are among the top-selling items in the e-commerce market in Indonesia, accounting for nearly ~25% of the total GMV, and this trend is only expected to continue in the future! In this article, we explore the potential for direct-to-consumer (D2C) brands in the electronics market and the factors that may drive their adoption over […]
ECCI – A pulse check on future eCommerce trends
Over the last three years markets around the world have been shaken by a few disruptive events, starting with the COVID-19 pandemic. Lockdowns and social distancing boosted the growth of eCommerce, however, the economic headwinds have put a dent in the overall consumer confidence. With the increasing maturity of eCommerce, we believe the time is […]
Ramadan Across Borders
As we reach the mid of the holy month of Ramadan, we would like to extend our warmest greetings to you and your loved ones. This is a significant time when Muslims from all over the world come together to engage in spiritual reflection, fasting, and devotion through prayer. Here, we will take a closer […]
The Top 25 Digital Disruptors Ranking is Out!
The world of consumer brands is undergoing a significant shift as online retail grows in popularity every day. While the ‘Digital First’ brands built and scaled their businesses online, traditional brands are playing catch-up. Together they constitute an assortment of digital brands serving the online retail market. We conducted extensive research and analysis of over […]
Digital Disruptors 2022
The world of consumer brands has undergone a significant transformation as online retail has grown in popularity and importance. Consumers continue to increasingly search, discover and buy products online. eCommerce is also creating opportunities for new brands to be built and existing brands to market themselves on horizontal platforms and their own websites. There is […]
Ramadan Retail Renewal
As the sacred month of Ramadan draws near, we would like to send our heartfelt greetings to you and your dear ones. Ramadan is an extraordinary time when Muslims across the globe unite to observe a month of spiritual reflection, fasting, and prayer. Here we will provide a deeper insight into the shifting trends for […]
Indonesia Consumer Survey Findings, Part 2 – Cautiously Optimistic
In this article, we share consumers’ views on key consumer internet sectors in Indonesia. This story builds on our earlier update on consumer sentiments on the macro-outlook, Consumer Survey – Part 1. We share our findings on e-commerce, on-demand and FinTech. Further, we share consumer insights on digitally native/ D2C brands and electric vehicles (EVs). […]
Indonesia Consumer Survey Findings, Part 1 – Cautiously Optimistic
In this interesting article, we share highlights from our consumer survey conducted in late Jan 2023. The survey assessed consumers’ views on the macro-outlook, as well as their spending preferences for key online product and services. In the first part, we cover some macro perspectives. We will share consumers’ views on key digital sectors and […]
GCC Conglomerates
GCC online retail sector has witnessed a rampant expansion, leapfrogging from 10 Bn USD in 2019 to 30 Bn USD in 2022. A strong digital enabler ecosystem, proactive policymaking coupled with a digital-ready population of 54 Mn, GCC ecommerce boom is unravelling. 1. GCC Online retail is sizable: ~$30bn in GMV and has been growing […]
Unlocking the Digital Potential of Traditional Brands
Created and scaled online, Digital Native Brands (DNBs) have been trending over the last few years. Brands such as Xiaomi, Boat and Mamaearth, well-adapted to the online ecosystem, have ridden the explosive growth in eCommerce to become household names. As online sales increase across categories, so will the power and share of digital brands. How […]
Hidden Value of Discovery Commerce
With online taking center stage for influencing awareness, research, and consideration, the path to purchase is more complex than ever before. While online presents an immense opportunity to unlock growth by driving discovery for brands, its hidden value is yet to be capitalized. In this article, we deep dive into the sharp shifts in consumer […]
Quick Commerce: The Way Forward
Globally, it has not been an easy ride for the industry in the post-COVID period due to several key challenges such as logistics and profitability. We connected with Vincent Tjendra, CEO at Astro to discuss what players could do differently in the upcoming period. In this article, we take a deeper look at the Quick […]
E-Commerce Double Days – Doubling Down on Retention
Indonesia’s double-day sales are one the largest sale periods in the region. With evolving consumer preferences, sales campaigns also need to evolve. In this article, we take a look at changing e-commerce landscape in Indonesia. As the number of consumers grows in the country, preferences have shifted towards convenience-based shopping. 1. Indonesia’s double-day sales campaigns […]
E-Commerce Enablers – An Encouraging Future
While a large portion of merchants have become digitized in the region, conducting efficient operations both online and offline continues to be a major challenge. E-commerce enablers helped merchants go online during the pandemic, and now, new challenges arise in the evolving market, which create further opportunities. Here’s a discussion on how enabler platforms in […]
Digital Native Brands – Transforming Retail Landscape
The ecommerce logistics sector grew on the back of technology and innovation, to enable e-retail boom in India.
Black Friday Sales To Cross ~ $350 Bn This Year
Black Friday, the biggest shopping extravaganza, presents a ~$350 Bn global opportunity through online sales. This year Black Friday will coincide with FIFA World Cup, impacting customers’ purchase behaviour and shopping patterns. Driven by deals and discounts, the Black Friday season is filled with excitement for shoppers, and financial sharing applications are providing an additional […]
Black Friday Alert!
Black Friday has emerged as one of the most important events in retail in the Middle East and North Africa (MENA), owing to the wide array of deals and discounts, spread out over the 5–6 week festive period. As retail traffic is set to be high; retailers in the region need to be cognizant of […]
Inside Story of 40,000 Crore Festive Season 2022
Diwali is an occasion when growth, prosperity and togetherness are celebrated across the world. This celebration comes with people exchanging gifts and sweets and the elderly blessing the younger ones with the joy of success. And when it comes to business, consumers’ happiness and appreciation are a true blessing. Well, thanks to the dynamic continuous […]
Black Friday Shopping Season Is Here
Black Friday is the most anticipated online shopping event of the year, owing to the wide array of deals and discounts spread out over the 5–6-week festive period. This year promises to be no different, with consumer purchase intent peaking in anticipation of this sales extravaganza. With interesting price drops and high consumer purchase intent, […]
The Biggest GMV Churner of E-Tailing industry
Festive sales are a concept that has run across geographies, where China and US have gone mainstream with massive sales events like the Single’s Day Sale and Black Friday Sale respectively. Back home, festive season is in full swing, and so are the sales. Here are some interesting trends and projections for the upcoming festive […]
Vietnam Consumer Internet – Firing On All Cylinders
The fund-raising activity in 2021 in Vietnam has broken all previous year deal making records. 2022 continues to show a similar trajectory
Philippines Consumer Internet – Imminent Surge Ahead
Strong fund flows in the consumer internet economy will propel the industry ahead and lay a groundwork for increased market opportunities, penetration and revenue growth in the future
Unwrapping Ramadan 2022
Ramadan is a $6.2 Bn online sales event in MENA. Festive periods account for ~40% of annual e-tail in MENA.
15X Growth In Just 3 Years! We’re Talking About India’s Quick Commerce Market
Quick commerce is fundamentally changing consumer purchase behavior in metros and creating delight
The UAE Pre-owned market is the new market
Buying is seen as a better value-added proposition especially for home and electronics sectors where the estimated duration of use can be higher.
~$250 Bn Opportunity Awaits New Digital-First Brands In India By 2030
Digital brand are finding it increasingly rewarding and have a ~$250 Bn opportunity by 2030
Black Friday – $6Bn Online Shopping Event
Black Friday is a critical event in the retail calendar in MENA. This event which was first launched by Souq (now Amazon) as a 3-day online only event has now expanded to over six weeks of Q4. The event has been so popular that ~20% of annual online retail sales happen during the Black Friday sale period.
Key Black Friday Trends:
a. The Market is Stabilizing:
Last year BF season achieved +90% YoY growth; this year YoY growth is expected to stabilize at ~30%; Sales to reach ~$6 bn during BF period.
b. Differentiated Strategies are going to be at play
In terms of strategy, higher focus on private labels, Inventory led fulfilment and fast delivery speed are expected.
c. Consumer is moving beyond discounts
Discounts will become a right-to-play during BF. For right-to-win, other factors such as offer variety and exclusivity and experience will be key.
Indonesia ECommerce Metamorphosis in a post Covid world
Indonesia’s e-commerce market is one of the fastest growing globally and accounts for more than half of the SEA e-commerce market
Indian E-Grocery: A Promising Opportunity Led By Value-First Users
Commercial Due Diligence on a social commerce player
A deep dive into India’s retail and eCommerce space from demand and competition perspective was conducted at a category level to assess the TAM and 5 year realizable opporutnity for the Target in terms of topline and bottomline.
Smart clicks to win India’s online groceries & general merchandise basket
E-tailing market in India is expected to reach ~USD 100 Bn by 2023 from USD 24 Bn in 2018
Recovery Stories in Consumer, Retail and Internet
However, as the partial and full unlock has proceeded, few of the internet sectors have seen either seen a release of the pent-up demand or a new sector baseline has been set, as some of the newer COVID Induced behaviors remain broadly sticky.
India eCommerce and Foodtech- COVID-19 Impact and Way forward
Orders for leading Foodtech players have dropped by ~80% in the month of April owing safety concerns, WFH being implemented, junta curfews and operations stoppages and collapse in discretionary consumption in Tier 2+ cities.
How did COVID-19 impact India Internet and what’s the way forward
In a pre-covid world, India Internet was one of the most attractive markets globally, expected to deliver 30+% CAGR over a 6 year time horizon.
Tiki Sendo Merger – Implications for VN eCommerce
Tiki has a high share of captive logistics concentrated in HCM and Hanoi while Sendo fulfils supply though 3PL and has a wider geographic reach – Integrating these logistics capabilities to cross leverage efficiencies could prove challenging.
Vietnam eCommerce: Leashing COVID-19, Unleashing 10X Growth | Part 2
Hanoi and HCM are the supply and demand centres of Vietnam, accounting together for 18% of population and 35% of economic output.