Business Insider has just published a great deck showing the potential in ecommerce. We’re focused on the ecommerce ecosystem, so I guess I would say this anyway, but the opportunity is truly exciting. TL;DR ecommerce is a juggernaut already, still growing fast and with miles to go. Billions of dollars of retail are coming online for the first time each year and will do for some time to come.
These are my two favourite slides:
Sad as they are for the companies involved and the high street generally these store closures suggest very fast movement from offline to online in specific sectors. Our challenge as investors and entrepreneurs is to find the sectors where this will happen next.