据eMarketer数据显示，受新冠疫情以及数字技术快速发展的催化，2021年全球电商零售额增速达到17%，后续消费者回归实体店购物，电商增速逐渐回落，趋于稳定，2024-2027年预计保持在9%左右的增速水平。The global e-commerce penetration rate is steadily increasing, expected to rise to 20.3% by 2024, and the overall e-commerce environment is steadily improving.
Overnight, Shopify's stock price surged again, with a 32% increase in one week.
As the global e-commerce leader in saas, Shopify deepens its e-commerce ecosystem and expands its boundaries.
According to eMarketer data, driven by the catalysis of the new crown epidemic and the rapid development of digital technology, the growth rate of global e-commerce retail sales reached 17% in 2021. As consumers return to physical stores for shopping, the e-commerce growth rate gradually declines and tends to stabilize. It is expected to maintain a growth rate of around 9% from 2024 to 2027.
The global e-commerce penetration rate is steadily increasing, expected to rise to 20.3% by 2024, with the overall e-commerce environment steadily improving.
Looking at the data of the top 10 countries in global e-commerce penetration rate in 2023, compared to China, there are still many countries with room for improvement in e-commerce penetration rate.
The rapid development of DTC sales model has driven the growth in demand for e-commerce saas services: The DTC model refers to the business model that directly provides products or services to end consumers through its own channels, bypassing traditional supply chain intermediaries, retailers, and other links. Compared with third-party platforms, the main advantage of the DTC model lies in
①The company has lower sales costs;
②Companies have comprehensive consumer data, which feeds back to production and marketing, establishes private domain traffic pools, and cultivates user loyalty: Therefore, brand merchants with higher sales volume will choose to operate both third-party platforms and independent sites, while small and medium-sized merchants with lower sales volume will choose the lower-cost DTC independent site model.
Institutions estimate that the global e-commerce SaaS market size will be $473-60.9 billion in 2025: The global e-commerce SaaS market size equals the value-added service market size plus the subscription service market size = GMVx value-added service take rate + subscription e-commerce merchants x ARPU.
The global e-commerce SaaS market size is estimated to be $473-60.9 billion in 2025, with a neutral assumption, the global e-commerce SaaS market size for 2024-2026 is $39.1/53.7/70.1 billion respectively, with a two-year CAGR of approximately 34% from 2024 to 2026.
E-commerce SaaS concept related Hong Kong stocks:
weimob inc (02013): Weimob is a leading domestic retail e-commerce SaaS leader and provider of precise marketing services. On the revenue side, the SaaS business in 2023 was affected by the macro environment, with a significant tightening of large client IT budgets. However, the smart retail demand has high certainty and fewer competitors of the same level, which will be released with a lag in demand after the macro recovery; The advertising business's video number quickly gained volume, and the company, as an important service provider in the Tencent system, enjoys structural dividends. Weimob achieved in-depth exploration of user value through 'SaaS+AI+big data'. It is expected that the company will gradually penetrate AIGC into the full process of private domain operation, accelerate productivity release, and attempt to embed functions in more scenarios. As customer stickiness to the product increases, the company will further open up revenue growth space through price adjustments.
