机构研究报告-Online marketplaces in Mexico-外文版培训课件

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MARKETSOnlinemarketplacesinMexicoCHAPTER

01OverviewRetaile-commercerevenueinMexicofrom2019to2029(inbillionU.S.dollars)Retaile-commercerevenueinMexico2019-202970605064.9762.3658.4152.4245.2738.114033.1932.831.083024.6120202010016.1620192021202220232024202520262027202820293Description:Forecastssuggestthate-commercerevenuesinMexicowillgrowfromabout38billionU.S.dollarsin2024toapproximately65billionby2029.Statista’sDigitalMarketInsightsoffersforecasts,detailedmarketinsights,andessentialperformanceindicatorsofthemostsignificantareasintheDigitalEconomy,includingvariousdigitalgoodsandservicesfor150countriesworldwide.ReadmoreNote(s):Mexico;May2024;estimatesSource(s):Statista;StatistaDigitalMarketInsightsRevenueinthee-commercemarketinMexico2024,bymonth(inbillionU.S.dollar)Revenueinthee-commercemarketinMexico2024,bymonth5.04.54.04.394.363.753.653.593.453.343.363.53.02.52.01.51.00.50.03.133.143.052.97Jan-24Feb-24Mar-24Apr-24May-24Jun-24Jul-24Aug-24Sep-24Oct-24Nov-24Dec-244Description:Thee-commercemarketrevenueinMexicosurpassedthe40billionU.S.dollarsin2024.Decemberwasthemonthwiththehighestrevenue,withover4.3billionU.S.dollars,followedclosebyNovember.Septemberwasthemonthof2024withtheloweste-commercerevenueinMexico.ReadmoreNote(s):Mexico;2024Source(s):ecommerceDB.comMostpopularonlineshopsinMexicoasofDecember2024MostpopularonlineshopsinMexico2024Shareofrespondents0%10%20%30%40%50%60%AmazonM.mxTemu63%58%39%SHEIN38%Walmart33%AliExpress24%23%22%L.mxCCostco12%12%12%HomeDepotS.mxAndrea7%7%Apple5Description:WeaskedMexicanconsumersabout"Mostpopularonlineshops"andfoundthat"Amazon"takesthetopspot,while"W"isattheotherendoftheranking.ReadmoreNote(s):Mexico;JanuarytoDecember2024;2033respondents;18-64yearsSource(s):StatistaConsumerInsightsLeadingshoppingappsinMexicoin2024,bynumberofdownloads(inmillions)MostdownloadedshoppingappsinMexico2024Numberofdownloadsinmillions15

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2505103035404550Temu:ShopLikeaBillionaireMercadoLibre:ComprasonlineSHEIN-ShoppingOnlineAliExpress46.6131.5429.0510.71AmazonShopping8.367.95SpinPremiaNike:Shoes,Apparel,StoriesLiverpool:ComprasonlineA-B2BmarketplaceWalmart-WalmartExpress-MXShopee:9.9SuperShoppingDayBodegaAurreraEnLíneaJoyAppbyPepsiCo6.546.225.675.665.265.114.046Description:In2024,TemuandMercadoLibre,with46.6millionand31.5millionrespectively,werethemostdownloadedappsinMexico,surpassingSHEINandAliExpress.ReadmoreNote(s):Mexico;2024;includesdownloadsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicCHAPTER

02PureplayersNetrevenuegeneratedbyMercadoLibre,Inc.inMexicofrom1stquarter2018to3rdquarter2024(inmillionU.S.dollars)MercadoLibrequarterlynetrevenueinMexico2018-20241,4001,2001,0008006004002000Q1

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'248Description:Inthethirdquarterof2024,MercadoLibre,Inc.generatedaround1.1billionU.S.dollarsinnetrevenueintheMexicanmarket,comparedto795milliondollarsinthesamequarterofthepreviousyear.

ReadmoreNote(s):Mexico;Q12018toQ32024Source(s):MercadoLibreYear-over-yearGMVgrowthbyMercadoLibre,Inc.inMexicofrom1stquarter2018to3rdquarter2024(inpercentage)MercadoLibrequarterlyGMVgrowthinMexico2018-2024140%120%100%80%60%40%20%0%Q1

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'249/statistics/1550385/mercadolibre-quarterly-gmv-growth-mexicoInthethirdquarterof2024,thegrossmerchandisevolume(GMV)ofMercadoLibre,Inc.grewinMexico27percent,ataconstantexchangerate.ThelargestquarterlyYoYGMVgrowthinMexicohappenedinthesecondquarterof2022,with122percent.ReadmoreNote(s):Mexico;Q12018toQ32024Source(s):MercadoLibreYear-over-yearitemssoldgrowthbyMercadoLibre,Inc.inMexicofrom1stquarter2018to3rdquarter2024(inpercentage)MercadoLibrequarterlyitemssoldgrowthinMexico2018-2024160%140%120%100%80%60%40%20%0%Q1

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'2410Description:ThenumberofitemssoldinMexicobyMercadolibregrewinthethirdquarterof2024by27percent.Inthesamequarterofthepreviousyear,thisvaluegrewby38percent.ThelargestquarterlyYoYitemssoldgrowthinMexicooccurredinthesecondquarterof2022.ThisisalsothequarterwheretheGMVgrowthofMercadoLibreinMexicowasthehighest.ReadmoreNote(s):Mexico;Q12018toQ32024Source(s):MercadoLibreInvestmentvalueofMercadoLibre,Inc.inMexicofrom2017to2024(inmillionU.S.dollars)MercadoLibre:investmentvalueinMexico2017-20243,0002,5002,0001,5001,0005002,4501,6001,4501,10020214203002751000201720182019202020222023202411Description:MercadoLibre,Inc.hasinvestedheavilyintheMexicanmarketinrecentyears.TheArgentinee-commercegiantannouncedaninvestmentofapproximately2.45billionU.S.dollarsinMexicoin2024,aconsiderableincreasefromthe100milliondollarsinjectedsevenyearsprior.ThisrepresentsthelargestinvestmentMercadoLibrehasmadeintheMexicanmarkettodate.ReadmoreNote(s):2017to2022;*Forecast.ReadmoreSource(s):ElEconomistaMéxico;MercadoLibreKeyfiguresonAmazoninMexicoasof2024AmazonMexicokeyfigures2024IndicatorValue201513LaunchyearNumberofshippingcentersNumberofdeliverystationsNumberofcorporateofficesAWSEdgelocation2412LocalAWSoffices2Numberofdeliverypoints(in1,000s)Numberofcashpaymentpoints(in1,000s)NumberofstatesservedNumberofcitiescoveredNumberofproductsinstore(inmillions)Numberofproductsoffered(inmillions)>3>2532>400>5>60012Description:In2015,AmazonofficiallylaunchedinMexico.AsofOctober2024,theonlineretailerdeliveredtoall32statesthatmakeuptheterritory.Tosupportitsoperations,Amazonhasestablishedanetworkof13shippingcenters,24deliverystations,andmorethan3thousanddeliverypointsacrosstheNorthAmericannation.ReadmoreNote(s):Mexico;asofOctober2024Source(s):AmazonShareofMexicanonlinebuyersthatshoppedonAmazonfrom1stquarter2021to2ndquarter2024(inpercentage)ShareofonlinebuyersthatshoppedonAmazoninMexico2018-202470%64%63%63%63%62%62%60%60%60%58%60%50%40%30%20%10%0%57%56%54%54%Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'23Q1'24Q2'2413Description:Inthesecondquarterof2024,morethan60percentofsurveyrespondentsboughtonAmazonintheprevious12monthsinMexico.Thisrepresentsaonepercentdecreaseregardingthetwopreviousquarters.In2024,Amazonhadover3thousanddeliverypointsintheNorthAmericancountry.(1185082)ReadmoreNote(s):Mexico;Q12021toQ22024;OnlinebuyersSource(s):StatistaConsumerInsightsKeyfiguresonSheininMexicoasof2024SheinMexicokeyfigures2024Column12017534Firstshipmentstothecountry.mxnetsales(inmillionU.S.dollars)*Estimatedshareofglobalsalesin2023(inpercentage)Sheinappdownloadsduringtheyear(inmillions)ApptrafficincreaseduringHotSale(inpercentage)**3.229.05163814Description:During2024,morethan29millionusersdownloadedtheSheinapp.TheChinesemarketplacehadatrafficincreaseduringtheHotSaleof1,638percentregardingthepreviousyearintheAT&TMexicannetwork.

ReadmoreNote(s):Mexico;2024;*Forecasteddatafor2024.

**IncreaseinAT&TMexiconetworktrafficcomparedtothepreviousyear'sedition.ReadmoreSource(s):AppMagic;AT&T;ecommerceDB.com;expansion.mx;GlobalData;Retailers.mx;Reuters;SheinKeyfiguresonTemuinMexicoasof2024TemuMexicokeyfigures2024Column1May2023217LaunchdateinMexicoGMVin2023(inmillionU.S.dollars)EstimatedshareofglobalGMVin2023(inpercentage)Temuappdownloadsin2024(inmillions)1.646.615Description:Temu'sgrossmerchandisevolume(GMV)ascendedto217millionU.S.dollarsinMexicointheyeartheplatformwaslaunchedintheLatinAmericancountry.Thisrepresentedaround1.6percentofthetotalGMVofthecompanyinthatyear.

ReadmoreNote(s):Mexico;January15th,2025Source(s):AmericaRetail;AppMagic;ecommerceDB.comCHAPTER

03OmnichannelRevenuegeneratedbythedigitalsegmentofElPuertodeLiverpoolfrom2017to2023(inbillionMexicanpesos)ElPuertodeLiverpool:e-commercesalesrevenue2017-20236050403050.5740.4530.922010017.1620206.034.923.5520172018201920212022*2023*17Description:In2023,e-commerceaccountedforoverhalfofElPuertodeLiverpool'srevenue.Thecompany'scommercialoperations,whichencompassLiverpoolandSuburbiaservices,generatedapproximately196millionMexicanpesos,upfromover176millionpesosthepreviousyear.ReadmoreNote(s):Mexico;2017to2023;*ValuewascalculatedbyStatistabasedondataprovidedbythesource.In2023,thedigitalsegmentaccountedfor25.8percentofthatyear'stotalcommercialsegmentrevenues,comparedto23percentin2022.[...]

ReadmoreSource(s):Liverpool;StatistaDigitalsalesrevenueofElPuertodeLiverpoolfromfourthquarter2023to3rdquarter2024ElPuertodeLiverpool:digitalsalesrevenuebyquarter202416,00014,804.7114,00012,00010,0008,0006,0004,0002,000011,872.588,728.618,277.01Q4'23Q1'24Q2'24Q3'2418Description:Inthethirdquarterof2024,thedigitalsalesrevenueofElPuertodeLiverpoolinMexicoaccountedforover8billionMexicanpesos.Thetotalrevenuein2023ofthedigitalchannelofElPuertodeLiverpool,includingSuburbia,surpassedthe50billionMexicanpesos.ReadmoreNote(s):Mexico;Q42023toQ32024Source(s):Liverpool;StatistaE-commercesalesofWalmartdeMéxicoyCentroaméricafrom2019to2023inMexico(inbillionMexicanpesos)Walmex:e-commercenetsalesinMexico2019-2023454040.534.363529.593025201510521.678.5902019202020212022202319Description:In2023,WalmartdeMéxicoyCentroamérica(Walmex)reportedover40.5billionMexicanpesosine-commercesalesinMexico,thisrepresentsanincreaseofalmost18percentcomparedtothepreviousyear.

ReadmoreNote(s):Mexico;2019to2023Source(s):WalmexWalmartdeMéxicoyCentroaméricaGMVindicatorsinMexicofrom1stquarterto3rdquarter2024(inpercentage)WalmartquarterlyGMVindicatorsinMexico2024GMVgrowthE-commerceshareoftotalGMVMarketplaceGMVgrowth45%40%35%30%25%20%15%10%5%0%Q1'24Q2'24Q3'2420/statistics/1550735/walmart-quarterly-gmv-indicators-in-mexicoInthethirdquarterof2024,thegrossmerchandisevolume(GMV)ofWalmartinMexicogrew16percent,whilethemarketplaceGMVgrowthwas10percent.ꢀThee-commerceshareofthetotalGMVrepresented6.8percentofthetotalGMVinthesameperiod.ReadmoreNote(s):Mexico;Q12018toQ32024Source(s):MercadoLibreShareofonlineshoppersbuyingoninthepasttwelvemonthsfrom1stquarter2021to2ndquarter2024ShareofonlinebuyersshoppingproductsoninMexicoin202430%25%24%24%24%25%20%15%10%5%23%23%23%22%22%22%22%22%22%22%0%Q1'21Q2'21Q3'21Q4'21Q1'22Q2'22Q3'22Q4'22Q1'23Q2'23Q3'23Q4'23Q1'24Q2'2421Description:AlmostaquarterofMexicanrespondentswhoshoponlineandknowtheCoppelstorereportedbuyingsomethingfromthestoreinQ2of2024.Thisquarterlyfigureoscillatedbetween22and25percentfromthefirstquarterof2021tothesecondquarterof2024.ReadmoreNote(s):Mexico;Q12021toQ22024Source(s):StatistaConsumerInsightsCHAPTER

04MarketplaceappsMonthlyactiveusersofMercadoLibreappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofMercadoLibreappinMexico2022-202412,500,00011,500,00010,500,0009,500,0008,500,0007,500,0006,500,00023Description:SinceJanuary2022,thenumberofmonthlyactiveusersoftheMercadoLibreappinMexicohasincreased.InDecember2024,thenumberofmonthlyactiveusersoftheappsurpassedthe11millionnationwide.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofAmazonappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofAmazonappinMexico2022-20244,250,0004,150,0004,050,0003,950,0003,850,0003,750,0003,650,0003,550,0003,450,0003,350,0003,250,00024Description:Thenumberofmonthlyactiveusers(MAUs)oftheAmazonappinMexicohasincreasedsinceJanuary2022.InDecember2024,thenumberofappMAUsexceeded4millionintheLatinAmericancountry.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofSheinappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofSheinappinMexico2022-202412,500,00011,500,00010,500,0009,500,0008,500,0007,500,0006,500,0005,500,0004,500,00025Description:TheappoftheChinesemarketplaceSheinhasincreaseditsnumberofmonthlyactiveusersinMexicosinceJanuary2022.InDecember2024,thenumberofmonthlyactiveusersoftheappsurpassed7.3millionintheLatinAmericancountry.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofTemuappinMexicofromMay2023toDecember2024MonthlyactiveusersofTemuappinMexico2023-20242,500,0002,000,0001,500,0001,000,000500,000026Description:SincethelaunchofTemuinMexicoinMay2023,themarketplace'sapphasincreaseditsnumberofmonthlyactiveusersintheLatinAmericancountry.InDecember2024,theappaccountedforoveramillionactiveusersinMexico.

ReadmoreNote(s):Mexico;May2023toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofElPuertodeLiverpoolappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofElPuertodeLiverpoolappinMexico2022-20242,600,0002,400,0002,200,0002,000,0001,800,0001,600,0001,400,0001,200,0001,000,00027Description:ThenumberofmonthlyactiveusersoftheappElPuertodeLiverpoolhasincreasedinMexicosinceJanuary2022.InDecember2024,thenumberofusersoftheMexicanmarketplaceappsurpassed2.2millioninthecountry.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofWalmartappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofWalmartappinMexico2022-20242,200,0002,100,0002,000,0001,900,0001,800,0001,700,0001,600,0001,500,00028Description:TheappofWalmartfortheMexicanmarkethasseenitsnumberofmonthlyactiveusers(MAUs)increaseinthecountrysinceJanuary2022.InDecember2024,therenumberofMAUswas1.9millionintheNorthAmericancountry.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofCoppelappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofCoppelappinMexico2022-20243,000,0002,500,0002,000,0001,500,0001,000,000500,00029Description:Coppel'sappinMexicohasmaintainedoveramillionmonthlyuserssinceJanuary2022.Theretailer'sapphadalmost1.7millionactiveusersinDecember2024intheNorthAmericancountry.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofBodegaAurreraappinMexicofromJanuary2022toDecember2024MonthlyactiveusersofBodegaAurreraappinMexico2022-20243,000,0002,500,0002,000,0001,500,0001,000,000500,00030Description:Thee-commerceappofBodegaAurrerahasincreasedthenumberofmonthlyactiveusersinMexicosinceJanuary2022.Theapphad1.9millionactiveusersinDecember2024intheNorthAmericancountry.

ReadmoreNote(s):Mexico;January2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicMonthlyactiveusersofElektraappinMexicofromDecember2022toDecember2024MonthlyactiveusersofElektraappinMexico2022-20241,200,0001,000,000800,000600,000400,000200,000031Description:Thee-commerceappofElektraexperiencedaneightfoldincreaseinthenumberofmonthlyactiveusersinMexicofromDecember2022toDecember2024.ThenumberofmonthlyactiveusersoftheappsurpassedonemillioninDecember2024inMexico.ReadmoreNote(s):Mexico;December2022toDecember2024;IncludesMAUsfromtheAppleAppStoreandGooglePlayStoreSource(s):AppMagicCHAPTER

05ConsumerbehaviorShareofconsumershavingmembershipsorparticipatinginloyaltyprogramsinonlinestoresinMexicoin2024,bystoreConsumersinloyaltyprogramsofonlineretailersinMexicoin2024,bystore7062.659.6605040302010027.125.320.213.99.27.56.76.24.53.93.83.91.31.333Description:InMexico,62.6percentofshoppersthatwerepartofonlineloyaltyprogramsorhadmembershipstoonlinemarketplaceswerepartofAmazonprograms,accordingtoasurveyconductedin2024.MercadoLibrewasthesecondmostpopularmarketplaceformembershipsorloyaltyprograms.SHEIN'smembershipsorloyaltyprogramswereusedby27.1percentofsurveyrespondents.

ReadmoreNote(s):Mexico;March12toApril1,2024;950respondents;18yearsandolder;MexicanbuyerswhoaremembersofaloyaltyprogramfromanonlinemarketSource(s):AsociaciónLatinoamericanadeInternet;DataCatalystInstituteMainreasonsforconsumerstouseonee-commerceplatformoveranotherinMexico2024Mainfeaturestouseane-commerceplatformoveranotherinMexico2024shareofconsumers6%

8%0%2%4%10%12%14%16%18%20%19%19%VarietyandavailabilityofproductsSpeedofdeliveryAgilityofthepurchasingprocessAdditionalcostsforservicesFrequentoffersanddiscountsDesignandfunctionality17%16%13%7%After-salesservice4%LoyaltyorrewardsprogramCompatibilitywithmobiledevices3%2%34Description:ConsumersinMexicoconsideredthevarietyandavailabilityofproductsandthespeedofdeliveryasthemainreasonstochooseane-commerceplatformoveranother,accordingtoasurveyin2024.Agilityofthepurchasingprocessfollowed,with17percentofconsumerschoosingitasthemainreasonfortheirdecision.ReadmoreNote(s):Mexico;2024;330respondentsSource(s):RolandBergerShoppingfrequencyonMercadoLibreinMexicofrom2ndquarter2023to1stquarter2024ShoppingfrequencyonMercadoLibreinMexico2024Notfrequently19.6%Frequently80.4%35Description:ApproximatelyeightoutoftenMexicanconsumerswhoboughtonMercadoLibreinthe12monthsbeforeasurveyin2024reportedthattheydiditfrequently.Only19.6percentofMercadoLibreconsumersreportednotdoingitfrequently.

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