Primary Sector: Retail & Leisure

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.

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.

Travel Market in India, SEA & GCC

The travel market in India, SEA, and GCC is expected to continue growing in the coming years, presenting opportunities for both domestic and international travel companies. However, the ongoing COVID-19 pandemic has had a significant impact on the industry, with travel restrictions and border closures causing a sharp decline in tourism across the globe.  India […]

#3 Delivery Delight Index

This third edition of Delivery Delight Index has unveiled how digitally native brands are providing a superlative delivery experience on the back of third-party logistics players.

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.

Recovery Stories in Consumer, Retail and Internet

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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.

eGrocery | First COVID & Now JioMart | Part 2

Product Development Consultanting | Redseer Strategy Consulting

COVID-19 provided a significant push to the eGrocery market as consumers realized the value of at-home access to groceries. In addition to providing convenience, variety & value, eGrocery platforms are now considered to provide safety as well.

Tiki Sendo Merger – Implications for VN eCommerce

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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.

How MENA is shopping post COVID-19?

Lockdown measures have led to growth for e-tail. The growth rate during the lockdown has been ~20% by order volume and ~40% by value resulting in annualized GMV of $11 Bn.

The Rise of US $50 Billion e-Baazar

Ads Consulting Mumbai | Redseer Strategy Consulting

The e-tail market in India has also experienced significant growth in recent years, with the rise of e-commerce platforms and the increasing adoption of online shopping. The growth of the e-tail market in India has been driven by several factors, including the increasing use of smartphones and the internet, the availability of affordable data plans, […]

Ramadan and Covid-19 Pandemic; an ordeal for retail

E-tailers generate ~25% of their annual GMV during Ramadan time, which when compared with White/Yellow Friday sale, stands at ~5%. Brands also realize the importance of Ramadan where many engage in activities such as launch of new products, new services, bundling of offers. A third of their annual marketing budget is spend in promotion of the same.

All roads Lead to Kirana

1. India has 15+Mn Kirana stores that face four big challenges in daily operations- each of which is a massive opportunity for tech start-ups Indian retail market is marked by the presence of 15Mn Kirana stores which has penetrated into the nook and corner of the country. However, this traditional distribution structure is highly fragmented leading […]

Middle East Online Retail comes of age (Part 2)

Channel Marketing Consulting India | Redseer Strategy Consulting

1: Niche models gain traction Noon and Amazon have emerged as the key players in the online marketplace in the region. However, niche players have also emerged who either have a specific focus on customer segment, category or business model. Some niche marketplace examples are around grocery, value focussed, pre-loved fashion and gifting: 2: Electronics continues to […]

Middle East Online Retail comes of age in 2019

Insight 1: Fast-paced etailing market growth in 2019 Online retail market grew at a fast pace this year compared to last few years – greater than 35% this year compared to ~25% annually over the last few years.

Organized Grocery Retail In India

Of India’s retail basket, Food & Grocery (F&G) category comprising fresh fruits & vegetables, packaged food, personal care & home care and utilities is a significant 65% ($525 Bn) of the wallet spend whilst the organized share is marginal, at lowest penetration factor of 3.6% contribution.

November Online Festive Sales Expected to Soar

There are four key insights that we want to highlight from our study: Published on: Nov 2019 Customer excitement for the November sales season in both UAE and KSA is at its highest with 90% of digitally active customers showing interest in this year’s sales season. November Festive days online GMV is expected to clock […]

Omnichannel adoption across major retail categories in India

B2B Consulting Services | Redseer Strategy Consulting

1. The omnichannel adoption journey includes both experiential technologies along with basic features and restructured business models Published on: Nov 2019 Omnichannel adoption is facilitated by the implementation of certain features, technology and restructuring in one’s business model that enables the integrated approach across channels. Across businesses, inventory integration becomes a major need for omnichannel […]

Retail 3.0 : The emergence of the omnichannel

Management Consultaing Firm In India | Redseer Strategy Consulting

1. Organized B&M is expected to grow at a CAGR of 20% while online retail is expected to grow at a CAGR of 35% till 2022 Published on: Nov 2019 Organized retailers have gradually expanded into several categories and no longer stick to just one format or product offering. They have been leveraging their brand […]

Vietnam etailing: Decoding growth and structure

Vietnam formal online retail is ready for 10x growth in 6 years Published on: Nov 2019 Growth will slowly taper down as we move into the later years as 1) the digitally mature customer base will be already be shopping online and 2) companies would need to drive growth through tier2+ regions/long tail categories + […]

Online Fashion Market in India

Buy Full Report 1. The Fashion market is growing at a CAGR of 11% with online fashion growing the fastest, at a CAGR of ~32% Published on: Nov 2019 Consumers across India have been gradually veering towards organized and online retail. Organized retail has been driven by the wide network of stores of brands across […]

A look at the Budget Hotel space and the Digital Book Keeping apps.

Budget and Mid Market hotels will continue to dominate India’s lodging space Published on: Nov 2019 Travellers are gradually shifting towards experiential and adventurous stays which are offered by homestays and hostels Expected to witness the highest growth Digital book-keeping apps have managed to gain strong adoption and regular usage amongst SMEs New age book […]

Organized Grocery Retail in India

Modern Retail in India is on the growth trajectory driven by consumer’s shopping behaviour and re-aligned focus of retailers Published on: Nov 2019 Private consumption, currently at 59% of GDP will continue to be the main driver of growth, growing at a robust CAGR of ~11% between 2018 and 2023. Merchandise retail accounts for 49% […]

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 […]

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

B2B Consulting Services | Redseer Strategy Consulting

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 […]

E-tailing horizontals vs verticals and Flipkart’s furniture success

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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 […]

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 […]

GCC – World’s first omni-channel superapp?

IOP Consutancy | Redseer Strategy Consultancy

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?

Business Consultancy Firm | Redseer Strategy Consulting

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

What Makes Indonesia’s Online Travel And Payments Space So Exciting

Ecommerce Growth

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

Ads Consultant In Mumbai| Redseer Strategy Consultancy

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 […]

City expansion strategy for a foodtech player

The medhodology involved creating a bespoke foodtech potential index of 2300+ Indian cities to identify the high potential cities for the client and segment them by priority/ potential.

Growth & New International Markets Entry Strategy For A 6000+ Chain

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 internet companies starting to look at foreign shores in the quest for growth. This trend, which started first in the ticketing and food delivery space, […]

Online Grocery Market Updates | Middle-East

Top Operation Excellence Consultanting Firm | Redseer

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.

Commercial Due Diligence on a music instruments e-tailer

As part of the diligence process, we undertook a comprehensive market landscaping of the musical instruments space in India- covering market sizing from demand and supply side, deep dive into structure of the overall retailing and eCommerce channel for both markets.

Customer experience assessment for e-tailers

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 parameters.

Due Diligence on Online Hotel Aggregator

The project dealt with conducting due diligence on a top online hotel aggregator brand in India for an investment fund. The due diligence process includes understanding the online travel aggregator market, its key players and the future plans of these players. It also includes understanding the various key performance indicators pertaining to Customer Experience, Partner […]

Brand health check for a retail brand

Creating a brand value is one of the key reasons for the success of any large retail brand. The brand value which the consumers perceive helps the brand in getting associated with loyal customers. We conducted this study to check the brand health of a large retail brand. The focus was to help the client […]

Delivery Performance Assessment Of E-tailers In India

  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 the order to shipment and shipment to delivery times of players and the share of captive vs 3PL in the overall deliveries of the players. The client wanted to […]

Brand Health Measurement Of Online Food Aggregators In India

  Consumer internet space has taken a steadfast growth in the recent times, especially with the wave of digitalisation kicking in and the internet becoming accessible in every nook and corner. In a similar study for our client, one of the largest food-tech players in India, we assessed the brand health indicators like consumer awareness, […]

Assessing The Success Mantras Of Hotel Aggregator Models In India

  Indian hospitality sector is beginning to witness some unprecedented growth from the time new hoteling models have disrupted the whole conventional scenario. An analysis was done to understand the value addition through various hotel aggregator model on the basis of customer and partner experiences. And what could be the resultant value addition of each […]

Due Diligence On Child Care Omni Channel Retailer

Modern consumer habits of the Indian consumers have graduated to a level that was difficult to formulate a few years back. Complex processes like Omnichannel have reshaped the retailing approach today, integrating both offline and online on a common platform. Here is a study that was done for a fund client to help the fund […]

RedSeer Helped A Top Travel Portal in Restructuring Their Monetization Strategy

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 the growth in the industry, the competition among travel service providers have also boomed up and people look for better offers before planning any trip. Our client, […]

Landscaping And Opportunity Scoping For Retail Stores For Food

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 stores to big supermarkets, grocery is available in every nook and corner of India. The level of competition is very high due to numerous brands and stores […]