欧晰析咨询：2023数字经济的下一波浪潮报告（中译版）（20页）.pdf

1、uncommon senseTMDecember 2023The next wave of Digital MarketplacesOC&Cs second annual Marketplaces report02|OC&C The Next Wave of Digital MarketplacesIntroductionOC&CS ANNUAL MARKETPLACES REPORT HAS CONDUCTED A MAJOR STUDY OF THE WORLDS TOP 250 DIGITAL MARKETPLACES BY GROSS MERCHANDISE VALUE(GMV)TO

2、UNDERSTAND HOW THEY HAVE BEEN EVOLVING AND GROWING IN A POST-PANDEMIC ERA.Bottom-up study looking at the growth of the top 250 marketplaces in key categories1 globally,from Amazon and Alibaba(representing over$500bn each in consumer spend),to a broad set of emerging marketplaces with less than$100m

3、in GMV OC&C have assessed market size and growth at an overall level,as well as trends by vertical and geography The report follows on from our previous research on marketplaces and the second-hand marketplace Sources include digital commerce 360,ecommerce DB,global data and emarketer We cover consu

4、mer facing product-based categories including ticketing,travel and food delivery.We exclude auto and real estate as well as broader service based marketplaces(e.g financial services,tradespeople,education)For more detail on the optimisation of your online proposition,see our latest Retail Propositio

5、n IndexOC&C The Next Wave of Digital Marketplaces|031.MARKETPLACES CONTINUE TO GROW STRONGLY Marketplaces represent$4.1tn in annual gross consumer spend(GMV)as of 2022 across first-party(1P)and third-party(3P)sales($1.7tn for Global ex.China).The vast majority of this sits in third-party sales worth

6、$3.4tn Since 2019,marketplaces have grown from$2.4tn to$4.1tn in spend,adding$1.6tn in total consumer spend($0.7tn for Global ex.China),with spend growing in almost every category and now accounting for c.60%of eCommerce spend1.Includes Books,Food Delivery,Ticketing,Travel/Vacation,Consumer Electron