全球电力商务行业市场前景及投资研究报告-培训课件外文版2024.4

DIGITAL

&

TRENDSE-commerceworldwideCHAPTER

01OverviewTotalretaile-commercerevenueworldwidein2023,byregion(inbillionU.S.dollars)Globalretaile-commercerevenue2023,byregionRevenueinbillionU.S.dollars600

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1,00002004001,2001,4001,6001,800AsiaAmericas1,664889.1Europe533Australia&OceaniaAfrica36.7931.183Description:Asialeadstherankingofbiggeste-commercemarketsworldwide.ThetotalrevenueofonlineretailinAsiancountriesaddeduptonearly1.7trillionU.S.dollarsin2023.Thiswasapproximately800millionU.S.dollarshigherthanthee-commercerevenuereachedintheAmericas.Australia,Oceania,andAfricaachievedfarlowere-commercerevenuesin2023,withvaluesbelow40billionU.S.dollars.Asia’sleadingpositioncanmostlybeascribedtoChina,whichachievedarevenueofover[...]

ReadmoreNote(s):Worldwide;2024Source(s):DigitalMarketInsightsRetaile-commercesalescompoundannualgrowthrate(CAGR)from2024to2028,bycountryE-commerceretailsalesCAGR2024-2028,bycountryCompoundannualgrowthrate6%

8%0%2%4%10%12%14%UnitedStatesIndia11.82%11.79%11.71%MexicoArgentinaBrazil10.49%10.38%ChinaTurkeyGlobalIndonesiaRussia9.97%9.95%9.83%9.46%9.42%9.04%8.8%8.42%SouthAfricaItalyCanada4Description:Accordingtorecentindustrycalculations,theUnitedStateswillrankfirstamong20countriesworldwideinretaile-commercedevelopmentbetween2024and2028,withacompoundannualgrowthrateof11.8percent.TheAmericane-commercemarketiscurrentlyvaluedat843billionU.S.dollars.IndiaandMexicoarealsoamongthefastest-growinge-commercemarketsglobally,withaCAGRsofover11percent.Theglobalretaile-commerceCAGRwasestimatedat9.8percentduringthe[...]

ReadmoreNote(s):Worldwide;2024Source(s):DigitalMarketInsightsRetaile-commercesalesworldwidefrom2014to2027(inbillionU.S.dollars)Globalretaile-commercesales2014-20279,0008,0007,0006,0005,0004,0008,0347,4676,8766,3305,7845,3114,9884,2483,35120192,98220183,0002,38220171,8452,0001,00001,54820151,336201420162020202120222023*20242025202620275Description:In2023,globalretaile-commercesalesreachedanestimated5.8trillionU.S.dollars.Projectionsindicatea39percentgrowthinthisfigureoverthecomingyears,withexpectationstosurpasseighttrilliondollarsby2027.

ReadmoreNote(s):Worldwide;June2023;*Fromthisyearonwards,figuresareforecasts.

Includesproductsorservicesorderedonlineviaanydevice,regardlessofthemethodofpaymentorfulfillment;excludestravelandeventtickets,paymentssuchas[...]

ReadmoreSource(s):eMarketerE-commerceaspercentageoftotalretailsalesworldwidefrom2021to2027E-commerceasshareoftotalretailsalesworldwide2021-202725%22.6%21.8%21%20.1%19.4%20%15%10%5%18.8%18.7%0%2021202220232024*2025202620276Description:Internetsaleshaveplayedanincreasinglysignificantroleinretailing.In2023,e-commerceaccountedforover19percentofretailsalesworldwide.Forecastsindicatethatby2027,theonlinesegmentwillmakeupclosetoaquarteroftotalglobalretailsales.ReadmoreNote(s):Worldwide;2021to2027;*Datafromthisyearonwardsisforecast.Includesproductsorservicesorderedusingtheinternetviaanydevice,regardlessofthemethodofpaymentorfulfillment;excludestravelandeventtickets.2015to[...]

ReadmoreSource(s):eMarketerAnnualretaile-commercesalesgrowthworldwidefrom2017to2027Retaile-commercesalesgrowthworldwide2017-202730%28%25.7%25%20%15%10%5%22.9%20.5%17%9.4%20248.9%8.6%20258.6%20267.6%20276.5%20220%201720182019202020212023*7Description:In2022,globale-commercesalesgrewby6.5percentcomparedtothepreviousyear.Inthatperiod,e-commerceaccountedforapproximately19percentofallretailsalesworldwide.

ReadmoreNote(s):Worldwide;2017-2027;*Forecast.Includesproductsandservicesorderedusingtheinternetviaanydevice,regardlessofthemethodofpaymentorfulfillment,numbersmaynotaddupintotalduetorounding.Excludingeventtickets.[...]

ReadmoreSource(s):eMarketerLeadingcountriesbasedonretaile-commercesalesgrowthin2023Fastest-growingretaile-commercecountries2023Retaile-commercesalesgrowth0%5%10%15%20%25%25.1%24.1%30%MexicoPhilippinesMalaysiaArgentinaBrazil18%17%15.4%15%IndiaRussia14%Japan12.7%12%11.4%VietnamChinaWorldwide10%8Description:Forecastsindicatesignificantgrowthinthee-commercesectorsofAsiaandAmericain2023.ToppingthelistareMexicoandthePhilippines,poisedforasurgeofapproximately25percentand24percentinonlinesales,respectively.Followingcloselybehind,Malaysiasecuresthethirdspotwithan18percentgrowthrate.Meanwhile,ArgentinaandBrazilwereexpectedtooutpaceothernations,withe-retailsalesforecasttogrowbyover15percent.

ReadmoreNote(s):Worldwide;2023;forecastSource(s):eMarketer;InsiderIntelligence;LinkedIn;Distributionofdomesticandcross-bordere-commercerevenuesin2023,bycountryDomesticandcross-bordere-commercerevenueshare2023,bycountryShareofrevenueCross-border

Domestic40%

50%0%10%20%30%60%70%80%90%100%Japan

2%Sweden

3%UnitedStates

3%Brazil

3%Canada

3%China

3%SouthKorea

3%98%97%97%97%97%97%97%96%96%96%95%94%FinlandGermanyUnitedKingdomArgentina4%4%4%5%6%Indonesia9Description:TheDigitalMarketOutlookestimatesthattheshareofcross-bordere-commerceretailrevenuein2023willbeonlyaroundtwopercentinJapan.TheUnitedStatesandChinaalsohadarelativelylowshareofcross-boarderrevenue,atthreepercent.BelgiumandAustria,ontheotherhand,hadasignificantlyhighershareoftheire-commercerevenuegeneratedcross-border,at32and19percent,respectively.

ReadmoreNote(s):Worldwide;estimatesSource(s):DigitalMarketInsightsCHAPTER

02LeadingplayersMarketcapofleadingconsumerinternetandonlineservicecompaniesworldwideasofJune2023(inbillionU.S.dollars)Leadinginternetandonlineservicescompaniesworldwide2023,bymarketcapValueinbillionU.S.dollars02004006008001,0001,2001,4001,600AAProsusBPinduoduoUber1,33821410110092878281ShopifyAirbnbMercadoLibreJD.com5953503130RecruitCoupangDoordash11Description:Amazonisthebiggestconsumerinternetandonlineservicecompanyworldwidewithamarketcapofapproximately1.34trillionU.S.dollarsasofJune2023.Amazonwasrankedfirstamongselectedonlinecompaniesoperatingintheretail,realestate,mobility,travelandhospitalitysectors.ThedigitalcommerceplatformArankedsecondwithamarketcapof214billionU.S.dollars.ReadmoreNote(s):Worldwide;June30,2023Source(s):GPBullhound;S&PCapitalIQRevenuecompoundannualgrowthrate(CAGR)ofselectedinternetandonlineservicecompanyverticalsworldwidebetween2022and2024RevenueCAGRofselectedonlineservicecompanyverticals2022-2024RevenueCAGR*0%10%20%30%40%50%Onlinetravel(e.g.B,Expedia,Airbnb)Marketplaces(e.g.Doordash,DeliveryHero,Uber)Classifieds(e.g.A,Scout24,Zillow)Largecape-commerce(e.g.Alibaba,Amazon,eBay)E-commerce(e.g.Ocado,Zalando,HelloFresh)52%13%12%11%2%12Description:Estimatesindicatethattheonlinetravelsectorisgoingtoregistera52percentcompoundannualgrowthrate(CAGR)inrevenuebetween2022and2024.WhileonlinetravelandclassifiedsareexpectedtohavethehighestrevenueCAGR,e-commercereportsthelowestrevenuegrowthofanyverticalanalyzedoverthesameperiod.ReadmoreNote(s):Worldwide;asofJune30,2023*;estimates;*MeanReadmoreSource(s):GPBullhound;S&PCapitalIQMarketcapofleadingverticale-commercecompaniesworldwideasofJune2023(inbillionU.S.dollars)Leadingverticale-commercecompaniesworldwide2023,bymarketcapMarketcapinbillionU.S.dollars1005152025JDHealth(China)Wayfair(UnitedStates)Ocado(UnitedKingdom)HelloFresh(Germany)PopMart(China)Peloton(UnitedStates)GoodRx(UnitedStates)Figs(UnitedStates)20.077.35.94.242.962.732.191.38DingDong(China)0.670.630.580.550.51Moonpig(UnitedKingdom)AOWorld(UnitedKingdom)Hepsiburada(Turkey)1-800-FLOWERS.COM(UnitedStates)Westwing(Germany)0.190.17SRPGroupe(France)13Description:BasedonJune2023data,JDHealthclaimedthetopspotamongglobale-commercecompaniesdedicatedtoasingleverticalorsector,withamarketcapitalizationofaround20billionU.S.dollars.FollowingcloselybehindwasWayfair,withamarketcapof7.3billiondollars,trailedbyOcadoatnearlysixbilliondollarsandHelloFreshatapproximately4.2billion.ReadmoreNote(s):Worldwide;June30,2023Source(s):GPBullhound;S&PCapitalIQMarketcapofleadingonlinemarketplacesworldwideasofJune2023(inbillionU.S.dollars)Leadingonlinemarketplacesworldwide2023,bymarketcapMarketcapinbillionU.S.dollars30

40010205060708090100Uber(UnitedStates)MercadoLibre(Uruguay)DoorDash(UnitedStates)DeliveryHero(Germany)Etsy(UnitedStates)87.3759.4829.4811.4210.44Allegro(Poland)Zomato(India)8.327.64Lyft(UnitedStates)JustEatT(Netherlands)Kakaku(Japan)3.633.372.872.752.612.562.542.39Carvana(UnitedStates)Opendoor(UnitedStates)CarGurus(UnitedStates)Deliveroo(UnitedKingdom)Farfetch(UnitedKingdom)14Description:Withamarketcapofover87billionU.S.dollars,Uberranksfirstamongtheworld'sleadingonlinemarketplaces.AccordingtoJune2023data,theU.S.-basedcompanystandsaheadofothermarketplaceheavyweightssuchasMercadoLibreandDoorDash.Second-rankedMercadoLibre'smarketcapamountedtoroughly59.5billiondollars.ReadmoreNote(s):Worldwide;June30,2023Source(s):GPBullhound;S&PCapitalIQValueoftheleadinge-commercestartupacquisitionsworldwideasofJanuary2024(inbillionU.S.dollars)Valueofleadinge-commercestartupacquisitions2024AcquisitionvalueinbillionU.S.dollars02468101214161618Flipkart(Walmart)Wolt(DoorDash)8.1Ancestry(BlackstoneGroup)BirkenstockGroup(LCatterton)Jet(Walmart)4.74.53Postmates(Uber)2.72.7Mobike(Meituan-Dianping)Magento(Adobe)1.71.6Depop(Etsy)Gorillas(Getir)1.215Description:Thee-commerceM&Alandscapewasrelativelyquietin2023.Theacquisitionsmadeinthatyeardidnotmakeitintotheall-timetop10basedondealvalue.ThepurchaseofFlipkart,anIndianonlineshoppingplatformbasedinBengaluru,byWalmartin2018ranksasoneofthelargeste-commercestartupacquisitionstodate,withavalueof16billionU.S.dollars.OnlinefooddeliverycompanyWoltwasboughtbyDoorDashin2018,anoperationwhichcosttheacquiringcompanysome[...]

ReadmoreNote(s):Worldwide;asofJanuary2024;excludesacquisitionswithundisclosedvalue;excludespubliclylistedcompaniesSource(s):Bloomberg;Index.co;Onlineretailersfromwhichglobalshoppersmadetheirmostrecentcross-borderpurchasein2023Merchantswhereglobalshoppersmadetheirlatestcross-borderpurchase2023Amazon24%Other31%Zalando2%Wish3%Alibaba/AliExpress16%eBay7%Temu7%Shein9%16Description:AccordingtoasurveyconductedinSeptember2023,atotal24percentofonlineshopperssurveyedin41countriesmadetheirmostrecentcross-borderpurchaseviaAmazon.Alibaba/AliExpresscameinsecond,as16percentofe-commerceusersplacedtheirlatestorderfromabroadthere.ReadmoreNote(s):Worldwide;September2023;32,510respondentsin41countries*;*Australia,Austria,Belgium,Brazil,Canada,Chile,China,Croatia,Cyprus,CzechRepublic,Denmark,Estonia,Finland,France,Germany,Greece,Hungary,Iceland,[...]

ReadmoreSource(s):Dynata;IPCMostpopularonlinemarketplacesworldwidein2022,basedongrossmerchandisevalue(inbillionU.S.dollars)Leadingglobalonlinemarketplaces2022,byGMV800701700600500400300200100066336824778TaobaoTmallAmazonJD.comShopee17Description:In2022,ChineseonlineshoppingplatformTaobaowastheworld'smostpopularonlinemarketplacebasedongrossmerchandisevalue,withaGMVofapproximately701billionU.S.dollars.AlsobasedinChina,B2Ce-commercesiteTmallrankedsecond,withaGMVof663billiondollars.U.S.-basedAmazoncameinthird,witha368billiondollarsgrossmerchandisevalue.ReadmoreNote(s):Worldwide;2022Source(s):DigitalCommerce360CHAPTER

03TrafficandconversionMostpopulare-commerceandshoppingwebsitesworldwideinDecember2023,basedonshareofvisitsLeadinge-commerceandshoppingwebsitesworldwide2023,basedonvisitshareShareofvisits8%0%2%4%6%10%12%14%16%14.06%3.01%amazon.co.jpamazon.de2.79%2.24%2.2%19Description:Amazon'sglobalplatform''wasthemostpopulare-commerceandshoppingwebsiteworldwide,accountingformorethan14percentofdesktopvisitstositesinthiscategoryinDecember2023.Secondplacewenttowithroughlythreepercent.ReadmoreNote(s):Worldwide;December2023;desktoponly;category:e-commerceandshoppingSource(s):SimilarWebMostvisitedonlineretailwebsitesworldwidein2022,bymonthlytraffic(inmillionvisits)Leadingretailwebsitesworldwide2022,bytrafficNumberofmonthlyvisitorsinmillions1,500

2,00005001,0002,5003,0003,5003,161.64589.1581.22486.47467.64amazon.de340rakuten.co.jp278.59200.74194.9120Description:Onlineretailwebsiteshavemadestrongtrafficgainsduetotheglobalcoronaviruspandemicaslargepartsofthepopulationarestayingathomeandorderingitemsonlinewhichtheyusuallywouldpurchasein-store.Ahadamonthlytrafficofalmost3.2billionvisitorsin2022,followedbyeBwithnearly590millionvisitsoneachmonth.ReadmoreNote(s):Worldwide;JanuarytoMay2022;basedonSemrush.TrendsdataSource(s):SemrushMostvisitedonlinemarketplacesworldwideasofApril2023,bymonthlytraffic(inmillionvisits)Leadingonlinemarketplacesworldwide2023,bymonthlyvisitsNumberofvisitsinmillions2,000

2,500

3,00005001,0001,5003,5004,0004,5005,0004,7905,500AmazoneBay1,210RakutenShopee563.4559.6AliExpressEtsy525.5447.3WalmartMercadoLibreWildberriesOzon407.6362.9342.931621Description:AsofApril2023,Amazonwasbyfarthemostpopularonlinemarketplaceworldwide,averagingabout4.8billionvisitsthatmonth.ThesecondmostvisitedshoppingsitewaseBay,withroughly1.2billionvisits.Inaddition,bothwerealsotheworld'stoponlineretailersintermsofmobilewebtraffic.ReadmoreNote(s):Worldwide;April2023;traffictodifferentdomainsforthesamemarketplacehasbeencombinedSource(s):SimilarWeb;WebRetailerDistributionofonlinepurchasesworldwideasofApril2023,bychannelDistributionofonlinepurchasesworldwide2023,bychannelShareofrespondents0%5%10%15%20%25%30%35%35%40%Onlinemarketplaces(e.g.topmarketsplaces,Mercado,andother)Supermarkets&grocers15%Direct-to-consumer/brandedsites(e.g.Nike,Apple,Dyson)Retailersites(e.g.Asos,Boohoo,JohnLewis,JDSports,Argos)Socialon-apppurchasing(inc.gamingandmetaverse)Viaanaggregator/deliveryapp(e.g.UberEats,Deliveroo)Other14%13%5%5%3%22Description:OnlinemarketplacessuchaseBay,Alibaba,orJD.com,accountedforoverone-thirdofglobalonlineshoppingorders.Duringa2023survey,15percentofdigitalshoppersreportedspendingmoneyine-grocersandsupermarkets.Brandedwebsitepurchasingrankedthirdwith14percentofthosesurveyed,followedbyretailerwebsiteswith13percent.ReadmoreNote(s):Worldwide;April6thto20th,2023;31,647respondentsSource(s):Censuswide;WundermanThompsonCommerceConversionrateofonlineshoppersworldwidefrom1stquarterto4thquarter2023,bycountryandregionQuarterlyglobalonlineshopperconversionrate2023,bycountryandregionCountry/regionUnitedKingdomNetherlandsUnitedStatesCanadaQ1

'23Q2

'232.7%2.8%2.3%2.1%2.3%2%Q3

'232.6%2.8%2.2%1.9%2.2%1.9%1.8%1.8%1.4%1.3%1.3%1.2%1.3%Q4

'233%2.6%2.6%2.1%1.9%2.1%1.9%1.8%1.8%1.3%1.3%1.3%1.1%1.3%2.8%2.6%2.4%2.4%2.2%2.2%1.8%1.7%1.4%1.3%1.3%1.2%GermanyGlobalAustraliaandNewZealand(ANZ)Belgium1.9%1.7%1.4%1.3%1.2%1.1%1.2%NordicsFranceSpainEasternEuropeJapan23Description:Duringthefourthquarterof2023,threepercentofvisitstoe-commercewebsitesintheUnitedKingdomconvertedtopurchases.IntheNetherlands,onlineshopperconversionratesstoodat2.8percent.

ReadmoreNote(s):Worldwide;Q1toQ42023Source(s):SalesforceResearchOnlineshoppingconversionrateinselectedverticalsworldwidein4thquarter2023Globalconversionratesinselectedverticals2023Conversionrate1.5%0.0%Food&beverage0.5%1.0%2.0%2.5%3.0%3.5%4.0%3.7%Beauty&skincareGeneralapparel3.3%2.6%Home,dining,art&decorGeneralfootwearSportinggoods2.4%2.4%2.3%2.3%2.2%2.1%Beauty&makeupAllverticalsActivefootwearToysandlearningActiveapparelElectronics&accessoriesHealth&beauty2%1.9%1.9%1.8%24Description:Onlineconversionratesofe-commercesiteswerethehighestinthefoodandbeveragesector,at3.7percentinthefourthquarterof2023.Beautyandskincaresitesfollowed,witha3.3percentconversionrate.Forcomparison,theaverageconversionrateofe-commercesitesacrossallselectedsectorsstoodatjustovertwopercent.ReadmoreNote(s):Worldwide;Q42023Source(s):SalesforceResearchDistributionofretailwebsitevisitsandordersworldwidein4thquarter2023,bydeviceGlobalonlineretailwebsitevisitsandorders2023,bydeviceSmartphoneDesktopTablet100%90%80%70%60%50%40%30%20%10%0%TrafficshareOrdershare25Description:Mobilephonesdominateglobaldigitalcommercewebsitevisitsandcontributetothelargestshareofonlineorders.Asofthefourthquarterof2023,smartphonesconstitutedaround78percentofretailsitetrafficglobally,responsibleforgeneratingtwo-thirdsofonlineshoppingorders.ReadmoreNote(s):Worldwide;Q42023Source(s):SalesforceResearchCHAPTER

04ShoppingbehaviorAveragee-commercespendingperonlineshopperworldwidepervisitin4thquarter2023,bycategory(inU.S.dollars)Globalonlineshopperpervisitspend2023,bycategoryAveragespendpervisitinU.S.dollars0.00.51.01.52.02.53.03.54.0HomefurnitureHealthandbeautyAllverticals3.412.812.95HomeappliancesLuxuryapparel2.483.24Generalapparel2.622.69GeneralFootwearElectronics&accessoriesFoodandbeverageToysandlearning2.4931.927Description:Inthefourthquarterof2023,onlineshoppersspentanaverageofabout2.95U.S.dollarspervisitacrossallverticals.Homefurnitureisthecategoryinwhichconsumersspentthemostmoneypervisitonaverage,at3.41U.S.dollars,followedbyluxuryapparelat3.24dollars.ReadmoreNote(s):Worldwide;Q42023;per-visitaverageamountSource(s):SalesforceResearchAveragenumberofproductsboughtperorderworldwidefromMarch2023toFebruary2024Averagenumberofproductsboughtpere-commerceorderworldwide202465.094.935432104.784.594.584.574.534.424.153.933.913.87Mar'23Apr'23May'23Jun'23Jul'23Aug'23Sep'23Oct'23Nov'23Dec'23Jan'24Feb'2428Description:Onaverage,4.41productsperorderarepurchasedbye-commerceusers.AglobalstudyshowedthatthefigurepeakedinFebruary2024,afteratwelve-monthslowof3.87unitspertransactioninDecember2023.

ReadmoreNote(s):Worldwide;March2023toFebruary2024Source(s):DynamicYieldOnlineshoppingcartabandonmentrateinselectedindustriesworldwidein2022Shoppingcartabandonmentrateworldwide2022,byindustryAbandonmentrate40%

50%0%10%20%30%60%70%80%90%100%110%Cruise&ferryMobileprovidersAirline98%90.76%90%LuxuryFashion87.93%87.79%AutomotiveBaby&childTravel85.97%84.86%82%82%CarrentalHotelGardening&DIYDepartmentstoreRetail80%79.23%76.63%71.24%29Description:In2022,asignificantamountofonlineshoppingorderswereabandoned,i.e.notconvertedintoapurchase.Websitesofferingcruiseandferrytravelserviceshadthehighestcartabandonmentratesoutofallmeasuredcategorieswitha98percentabandonmentrate.ReadmoreNote(s):Worldwide;2022;500globalbrandsSource(s):SaleCycleLeadingsourcesofinspirationforonlineshoppersworldwidein2023Mainsourcesforonlineshoppinginspirationworldwide202340%35%35%30%25%20%15%10%5%24%15%15%13%0%MarketplacesBrowsingin-storeSearchenginesDirect-to-consumer/brandedsites(e.g.Nike,Apple,Dyson)Retailersites30Description:In2023,marketplacesweretheprimarysourceofinspirationforonlineshoppingglobally.Accordingtoasurvey,35percentofonlineshopperssaidtheysoughtinspirationthroughsearchesonthischannel.Browsingin-storerankedsecond,withalmostonequarterofrespondentsusingitforthispurpose.ThetopineverycategoryMarketplaceswerethemostpopularplacestogetideasforgeneralonlineshopping,andthisalsoappliestodifferenttypesofshopping.Whenlookingfor[...]

ReadmoreNote(s):Worldwide;April6to20,2023;31,647respondents;consumerswhoshoponlineatleastonceamonthSource(s):Censuswide;WundermanThompsonCommerceLeadingchannelsforproductsearchworldwidein2023Leadingchannelsforproductsearchworldwide2023Shareofrespondents0%5%10%15%20%25%30%35%Marketplaces31%Browsingin-storeSearchengines18%14%14%Direct-to-consumer/brandedsites(e.g.Nike,Apple,Dyson)Retailersites12%31Description:In2023,marketplacesweretheprimarysourceforstartingtosearchforproductsonlineworldwide.Accordingtoasurvey,roughlythreeoutoftenonlineshopperssearchedforproductsthroughthischannel.Browsingin-storerankedsecond,with18percentofrespondents,followedbysearchenginesandbrandwebsites,eachwith14percent.ReadmoreNote(s):Worldwide;April6to20,2023;31,647respondents;consumerswhoshoponlineatleastonceamonthSource(s):Censuswide;WundermanThompsonCommerceCHAPTER

05DigitalpaymentMarketshareofpaymentmethodsintotale-commercetransactionvalueworldwidein2022,withaforecastfor2026Mostusedpaymentmethodsine-commerceworldwidein2022,withaforecastfor20262022202660%50%40%30%20%10%0%54%49%20%16%12%10%10%9%6%5%2%2%2%1%1%1%33Description:In2022,mobilewalletsaccountedforroughlyhalfofglobale-commercepaymenttransactions,makingthedigitalwalletbyfarthemostpopularonlinepaymentmethodworldwide.Thisshareissettoincreasetoover54percentin2026.Creditcardsrankedsecondwitha20percentmarketsharein2021,afigurewhichisprojectedtodeclineinthecomingyears.ReadmoreNote(s):Worldwide;2022Source(s):GlobalData;IMF;McKinsey&Company;WorldBank;WorldpayGlobalusernumberofPayPalfrom1stquarter2010to4thquarter2023QuarterlynumberofPayPalactiveaccountsworldwide2010-2023Activeaccounts(inmillions)Year-on-yearpercentagechange(%)5004504003503002502001501005025201510500-5Q1

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202334Description:PayPal'susers-trackedbywayofactiveregisteredaccounts-declinedintothethirdquarterof2023,alongsideacontinuedslowdownyear-on-year.Dailyactiveusers(DAU)canvarypercountry,however.PayPaluseintheUK,forinstance,wassomewhathigherthaninGermanybutsignificantlyhigherthantheDAUfoundin19otherEuropeancountries.ReadmoreNote(s):Worldwide;Q12010toQ42023;Activeaccountsasoftheendofreportedperiod;ThefigureshavebeentakenfromseveralpublicationsandcalculatedbySource(s):PayPal;NumberofpaymenttransactionsprocessedbyPayPalfrom1stquarter2014to4thquarter2023QuarterlynumberofPayPalpayments2014-2023Numberoftransactions(inmillions)Year-on-yearpercentagechange(%)8,0007,0006,0005,0004,0003,0002,0001,0000403530252015105035Description:TheworldwidenumberofpaymenttransactionsprocessedbyPayPalincreasedbyover12percentinQ42023whencomparedtoQ42022.Thetotalnumberoftransactionswasabout6.8billionduringthefourthquarterof2023,comparedtosixbillioninthepreviousyear.Whilstthismayindicateanincreasinguseofthedigitalpaymentplatform,itshouldbenotedthatthegrowthfigureofthevalueofpaymentsprocesseddecreasedforseveralquartersinarowuntil2023.

ReadmoreNote(s):Worldwide;Q12014toQ42023Source(s):PayPal;Valueofpaymentsprocessed(GPV-GrossPaymentVolume)byBlock,formerlySquare,from1stquarter2015to3rdquarter2023QuarterlyGPV(grosspaymentvolume)ofBlock(Square)payments2015-2023,inUSDGPV(inbillionU.S.dollars)Year-on-yearpercentagechange(%)706050403020100100806040200-20-4036Description:Inthethirdquarterof2023,thegrosspaymentvolumeofSquare'sownerBlockhadgrownby10.5percentcomparedtothesamequarteroneyearbefore–adecreaseingrowth.AlthoughtheabsolutevalueofpaymentsprocessedbythecompanyformerlyknownasSquarereachedanall-timehighinQ32023,year-on-yearpercentagechangeskeptdecliningwhencomparedto2021.Thiscouldbeattributedtoslowergrowthincryptocurrencypopularitysincelate2021,ahallmarkofBlock's[...]

ReadmoreNote(s):Worldwide;Q12015toQ32023;includesallcardpayments,refunds,ACHtransfers,P2Ptransactions.DoesnotincludeBNPLactivitiesSource(s):Square(Block)Leadingcountriesintheworldwiththehighestnumberofbuynow,paylater(BNPL)usersasof2022(inmillions)Top10countriesworldwidebasedonnumberofbuynow,paylater(BNPL)users2022NumberofBNPLusersinmillions30

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