e-Commerce, Mobile Transactions and Data Wars

e-Commerce, Mobile Transactions and Data Wars
  • Pininvest Analysis

e-Commerce is an irresistible force bringing on board the most reluctant luxury retailers forced to rethink their unique image nurtured over decades as they recognize digital distribution has become too costly to ignore

But the absolute domination in the digital space of a very small number of world beating platforms is a conundrum retailers and service providers are not likely to solve any time soon

Fronting for the consumer, the digital platforms must dominate at any price to win the data wars and  retain firsthand – possibly exclusive – knowledge of the clients, data they may or may not share with manufacturers, retailers, services providers and financial institutions

This is why the partnerships, the acquisition strategies and the distribution agreements are foremost about data control, analytics and sharing agreements

Read our notes

e-Commerce, Mobile Transactions and Data Wars • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Risk Contrib. MDD
 
Alibaba Group (ADR) BABA NYSE Services E-commerce Services USD 176.85 458 B 24.5% 34%   9% -24%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 1,253.07 869 B 15.2% 29%   6% -20%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 1,787.48 884 B 0.9% 34%   7% -25%
Apple Inc. AAPL NASDAQ Technology Computer & Mobile Hardware USD 235.28 1,063 B 10.3% 32%   6% -36%
Baidu Inc. BIDU NASDAQ Technology Internet - Content Delivery USD 107.65 38 B -43.9% 39%   4% -53%
CTrip.com International Ltd CTRP NASDAQ Services Tourism & Travel USD 30.42 17 B -7.1% 50%   8% -37%
eBay Inc EBAY NASDAQ Services E-commerce Services USD 39.09 33 B 25.2% 26%   5% -17%
Facebook FB NASDAQ Services On-line Content Services USD 190.39 543 B 22.9% 33%   7% -16%
JD.com (ADR) JD NASDAQ Services E-commerce Services USD 30.74 46 B 31.8% 47%   12% -24%
MercadoLibre Inc. MELI NASDAQ Services E-commerce Services USD 549.25 27 B 83.8% 51%   16% -24%
Rakuten RKUNY OTC Services E-commerce Services USD 9.25 - 24.7% 36%   4% -27%
Tencent Holdings TCEHY OTC Technology Internet - Content Delivery USD 41.88 - 20.0% 34%   7% -19%
Wal-Mart Stores WMT NYSE Services Food & Non-Food Chains - Major USD 119.84 341 B 26.8% 17%   2% -19%
Zalando ZLNDY OTC Services E-commerce Services USD 23.63 - 21.1% 48%   6% -38%