Chinnovation Ecommerce Experience 2018

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Information about Chinnovation Ecommerce Experience 2018

Published on October 31, 2018

Author: inhsieh

Source: slideshare.net

1. China New Retail Outubro-2018

2. IN Hsieh - CEO of Chinnovation - Former Head of E-Commerce Latam at Xiaomi - Founder of 4vets (pet B2B ecommerce) - Founder of Baby.com.br (baby B2C ecommerce) - Startup team Submarino 1999 - Angel investor

3. China?

4. China?

5. China?

6. China?

7. China?

8. China?

9. China?

10. Welcome to the New China

11. China “Growth” x RETURN In many periods of the last 2000 years, China had the world biggest GDP

12. Factors for the Exponential Growth of China

13. Competition from DayZero

14. Competition from DayZeroResults driven culture (and family) “Tiger Mom”

15. Focus in Education 5 MM STEM students 2016 India 2,6 MM USA 560 K

16. Shanzhai Culture (maker culture)

17. 996 Culture

18. Speed of Execution + Customer Focus

19. Speed of Execution

20. Explosion of Middle Class 200 MM+ (or 400 MM)

21. Digital China Technology leapfrogging 800 MM Internet Users 90% mobile

22. Infrastructure Investments 44% of GDP

23. Venture Capital United States: US$ 74 Bi (17% YoY) China: US$ 71 Bi (50% YoY)

24. Full Investment Cycle Tech IPOs YTD 2018 US$ 14.7 Bi 7 Bi

25. Chinese Innovation

26. PresentPast Does China really innovate?

27. US still reference but China is catching up

28. eGDP Percentage of Country GDP from Internet Economy Source: Boston Consulting Group, 2017 China already IS digital benchmark

29. Clear leader in Mobile Payment

30. And in E-Commerce as Well

31. China Business Model and Strategy Platform Business Model Capital as competitive advantage (M&A) Digitalization of Everything Speed of Execution digitalize the 80%, not increase the 20%

32. BAT Candidates USA (FAMGA) x China (BAT)

33. Alibaba Ecosystem New Retail New Manufacturing New Finance New Technology New Energy

34. Empire Model Ecosystem Model

35. Tencent Ecosystem Over 1 billion users

36. Smart Business = Network Coordination + Data Intelligence capability to rapidly and automatically improve using machine learning autonomous management of the simultaneous interactions of multiple parties to a business task

37. Chinese E-Commerce

38. EC remained strong, while hypermarket slowed down and declined Fash Channel Shift Source: Total FMCG Kantar WorldPanel

39. Chinese Shoppers: Highly social & Content Creative Digital Shift 5.4 connected 74% consume digital media 96% mobile penetration 95% Wechat penetration 38% leave comment 64% influenced by internet

40. >40% sales penetration over total sales 2017 ECommerce penetration Source: Total FMCG Kantar WorldPanel

41. In China, E-commerce is no longer a sales platform, but a lifestyle platform (Jack Ma) For brands, it´s a sophisticated platform to connect with consumer Awareness Internet Brand Loyalty Online - Offline Online - Offline Online - Offline Purchase Online - Offline repeat purchase

42. U-brand Smart Retail Strategy in China eRTM Efficiency 6 million grocery stores opportunity Online Lead - Hema - 7 Fresh 80% online 20% offline Offline - Carrefour - Walmart Omnichannel Shopper experience Integration - alibaba - RT-mart EComm + Brick Mortar Home Delivery Delivery < 1 hours - Ele.me - Meituan B2B - eRTM Omnni shopper insight Omnni shopper marketing Big data Organization Strategic Partnership Online e Offline Key enabler

43. Connected Supermarkets Hema . Alibaba Group . 30 minutes free delivery 3km . Over 50% of sales from delivery . In-Store analytics with APP

44. Unmanned Store (lojas autônomas) BingoBox . Created with startup mindset . over 1000 stores

45. Direct to Consumer (D2C) Digitally Native brands Luckin Coffee: . Created with startup mindset . Founded in Nov 2017 . over 1000 stores . Funding US$ 200 million

46. Tech branded convenience store T-Mall Store . Alibaba group . Small neighbourhood store converted . Technology, brand, traffic and inventory

47. World leading service e-commerce (O2O) Meituan

48. Convenience store (dark room) focused in delivery

49. 2016: US$ 1 bilhão nos primeiros 5 minutos Single´s Day (11-11)

50. Single´s Day (11-11)

51. Single´s Day (11-11)

52. Single´s Day (11-11)

53. E o Single´s Day (11/11)? Por que importa pro Brasil? ALIBABASingle´s Day (11-11)

54. VR em larga escala Single´s Day (11-11)

55. Entertainment + Ecommerce

56. Entertainment (influencer) + Ecommerce R$ 10 million sales in 2 hours

57. E-Commerce Cross-border China purchasing from the world US$ 85 billion in 2016

58. Daigou (purchase agents) US$ 15 billions in 2014

59. Daigou luxury products US$ 12 billion in 2014

60. Direct to Consumer (D2C) Digitally Native Brand Three Squirrels: . 4 years . started as online sales only . US$ 73 million in 2016 Single´s Day

61. Direct to Consumer (D2C) Marcas Nativamente Digitais Marca 3 Esquilos: . 4 anos de existência . nasceu somente vendas online . US$ 73 milhões no 2016 Single´s Day Influencers: private brand + e-commerce Digitally Native Brand . Flash-sales . Invertion in the productive process

62. Case Xiaomi Direct2Consumer (D2C) US$ 15 billion in 2015 (>80% of sales through own channel)

63. Take Aways

64. Think really Big Customer focus Build Ecosystem Competitive Mindset Hands-on + Execution AI + BI already reality Take Aways

65. How your company is going to position in this new digital puzzle?

66. <New Retail>

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