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‍‍Welcome to MarketMaze, the #1 newsletter for staying on top of the latest in Marketplace and E-commerce. Get all the insights you need in just five minutes!

🧠 Big Story: 
Ecommerce = industry of the future 🚀

📊 Key Data:
Internet users boom📶

📖Ecommerce ecosystem news
📣🇺🇸 Google Ads bets big on AI for 2025 shakeup
📣🇺🇸 Meta deploys AI bots to boost user engagement
🛠️🇸🇪 Sitoo boosts retail with Sitoo Payments
🛠️🇸🇬 KuCoin launches KuCoin Pay for merchants
🚚🇨🇳 Alibaba plans IPO for Cainiao in early 2024
🚚🇪🇸 DHL and CTT reshape Iberian parcel networks

+ over 15 other hot news from the last week you need to know 🔥

We continue with a series of decks with the most important insights on Ecommerce and Marketplaces based on insights we published in 2024.

The second issue on “Asian winning the Ecommerce game” can be found here.
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Ecommerce = industry of the future 🚀

E-commerce revenue will rise from $4T in 2022 to $20T by 2040, with $1T in profits. Market cap surged by 75%, and e-commerce now outpaces retail in growth. Mckinsey report shows industries of the future and e-commerce is the most important one!

📈 E-commerce on Track for $20T

E-commerce is transforming the global economy, with revenues projected to grow from $4T in 2022 to $20T by 2040, a 7-9% annual growth rate (CAGR). Profits will soar to $1T, further cementing its status as a key driver of global economic transformation. Market leaders like Amazon, JD.com, and Alibaba are spearheading this growth, collectively contributing 64% of e-commerce’s market cap expansion from 2005 to 2020. Through advanced logistics, AI-driven personalization, and seamless digital platforms, e-commerce is redefining how consumers shop and businesses operate worldwide.

📊 75% Market Cap Growth in 15 Years

E-commerce’s market cap surged from $87B in 2005 to $3.3T in 2020, marking a 75% increase and a 4-percentage-point gain in its share of the global market cap. During the same period, revenues soared 59x, from $15B to $890B. This meteoric rise was fueled by innovation and new players entering the market, who now control 52% of the sector’s market cap compared to just 11% for traditional retail. As a result, e-commerce has become one of the most dynamic arenas in global competition, attracting investment and reshuffling the industry’s key players at an unprecedented pace.

📊 E-commerce vs. Retail: A Growing Gap

E-commerce is outpacing traditional retail by a wide margin. Between 2005 and 2020, e-commerce profits grew at an 11% compound annual rate, compared to retail’s slower 2-4% growth. By 2020, e-commerce profits hit $16B, while traditional retail lagged behind despite its larger overall revenue base. Additionally, traditional retail remains concentrated, with the top five players holding 44% of the market cap versus e-commerce’s 73%. Innovations like same-day delivery and AI-powered customer insights have given e-commerce an edge, making it more attractive to consumers and investors alike.

See how top Shopify brands are leveling up their lifecycle marketing

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See how it works

Internet users boom📶

Global internet users rose from 12% in 2003 (0.75B people) to 67% in 2023 (5.4B people). This growth transformed global business, enabling e-commerce expansion.

🌐 Internet usage revolutionized the world

Global internet adoption has surged from 12% in 2003 (0.75B users) to 67% in 2023 (5.4B users), transforming communication, commerce, and the economy. This 7x growth, reported by the World Bank Group, was driven by affordable smartphones, better infrastructure, and global efforts to bridge the digital divide. Internet-driven innovations such as online retail, digital payments, and remote work have become the backbone of modern life. Yet, challenges persist, with 33% of the global population—mostly in rural areas—still offline. Expanding access and improving affordability could unlock even greater potential for this connected world!

📣Marketing

🇺🇸 Google Ads bets big on AI for 2025 shakeup. Google will revolutionize advertising in 2025, using AI to transform search, create multimodal tools, and enhance measurements. VP Kraham calls it bigger than mobile.

🇺🇸 Meta deploys AI bots to boost user engagement. Meta plans to introduce millions of AI profiles on Facebook and Instagram. These bots will mimic real users, engaging with posts and driving artificial interaction.

🇺🇸 Google expands Gemini to 40 languages. Google rolled out Gemini's research mode to 40 languages, aiming for global AI reach. Despite challenges with factual accuracy, native teams are refining the tool's capabilities.

🇺🇸 Meta limits advertiser exclusions: what to do. Starting Jan. 31, 2025, Meta will stop campaigns using detailed targeting exclusions. Small businesses must adapt with first-party data and omni-channel marketing.

🛠️Tools

🇸🇪 Sitoo boosts retail with Sitoo Payments. Sitoo and Adyen's deepened partnership launches Sitoo Payments, a unified payment solution. It simplifies retail operations, scales globally, and enhances customer experiences.

🇸🇬 KuCoin launches KuCoin Pay for merchants. KuCoin has unveiled KuCoin Pay, enabling merchants to accept crypto payments. Supporting 37M users globally, it aims to simplify retail transactions and expand adoption.

🇮🇱 Coralogix acquires AI leader Aporia for innovation. Coralogix acquired Aporia to integrate its AI observability tools. This move, announced Dec 23, 2024, adds AI insights and security for its 100+ AI clients globally.

🇸🇪 Klarna starts drug testing in Sweden. Klarna will implement random drug tests in Sweden starting January. The move aims to strengthen security ahead of its anticipated IPO in the US, says HR Director Mikaela Mijatovic.

🇺🇸 PayPal’s Honey faces influencer lawsuits. Content creators claim PayPal’s Honey tool misappropriates affiliate sales commissions, sparking two lawsuits. Honey disputes the allegations, defending its marketing practices.

🚚 Logistics

🇨🇳 Alibaba plans IPO for Cainiao in early 2024. Alibaba aims to raise $2B through Cainiao's IPO in Hong Kong. The logistics arm handles services for platforms like Taobao and Tmall and external clients.

🇪🇸 DHL and CTT reshape Iberian parcel networks. DHL eCommerce and CTT Expresso partner to dominate Iberia’s parcel market with a daily capacity of 1M+ shipments, aiming for $1B in joint revenue. Regulatory approval pending.

🇫🇷 CEVA unveils FORPLANET for green logistics. CEVA Logistics launched FORPLANET, offering low-carbon solutions like reusable packaging and sustainable fuels. This aligns with their 2050 net-zero target under CMA CGM Group.

🇺🇸 Delta bets big on ecommerce for 2025 growth. Delta Cargo’s SVP, Peter Penseel, predicts ecommerce will fuel air cargo demand in 2025, citing strong resilience and $196M in Q3 2024 cargo revenue growth.

🇩🇪 DHL’s heartfelt and daring 2024 shipments. From a chimpanzee's journey to the UK to lifesaving heart clinics in El Salvador, DHL's unique 2024 shipments highlight global compassion and ingenuity.