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 262.20 704 B 70.6% 36%   7% -23%
Alphabet class C GOOG NASDAQ Technology Internet - Content Delivery USD 1,464.97 996 B 27.1% 36%   8% -31%
Amazon.com AMZN NASDAQ Services E-commerce Services USD 3,138.83 1,572 B 77.8% 34%   7% -23%
Apple Inc. AAPL NASDAQ Technology Computer & Mobile Hardware USD 438.66 1,876 B 128.5% 42%   9% -31%
Baidu (ADR) BIDU NASDAQ Technology Internet - Content Delivery USD 126.67 44 B 26.5% 45%   8% -42%
eBay Inc EBAY NASDAQ Services E-commerce Services USD 56.33 39 B 46.7% 34%   6% -36%
Facebook FB NASDAQ Services On-line Content Services USD 249.83 712 B 37.5% 41%   9% -35%
JD.com (ADR) JD NASDAQ Services E-commerce Services USD 64.57 95 B 146.7% 45%   9% -21%
MercadoLibre Inc. MELI NASDAQ Services E-commerce Services USD 1,173.93 58 B 104.4% 56%   11% -40%
Rakuten RKUNY OTC Services E-commerce Services USD 9.81 - 1.0% 37%   5% -38%
Tencent Holdings TCEHY OTC Technology Internet - Content Delivery USD 69.60 - 64.9% 36%   7% -21%
Trip.com Group CTRP NASDAQ Services Tourism & Travel USD 34.93 19 B 4.3% 22%   2% -20%
Wal-Mart Stores WMT NYSE Services Food & Non-Food Chains - Major USD 131.64 373 B 26.4% 30%   4% -14%
Zalando ZLNDY OTC Services E-commerce Services USD 37.40 - 57.0% 47%   8% -40%