E-Commerce & Retail
Global e-commerce is still only 20% of total retail — meaning 80% of purchases still happen in physical stores. The shift online has decades left to run. The companies building the infrastructure, platforms, and logistics for this transition are positioned to compound for years.
Runs the world's largest e-commerce marketplace and has built the logistics infrastructure to deliver to 100M+ Prime members in one or two days. Third-party sellers now account for 60%+ of items sold, meaning Amazon collects fees without owning inventory.
Powers over 4 million online stores worldwide. Instead of competing with Amazon, it arms the merchants who compete with Amazon. Every small business that wants an online store either uses Shopify or wishes they did. Now expanding into payments and logistics.
The Amazon and PayPal of Latin America in one company. Dominates e-commerce across Brazil, Argentina, and Mexico while also running the region's largest fintech platform. Latin America's 650M population is early in its e-commerce adoption curve.
Scores 9/10 for Online Travel Booking. Also relevant to Digital Commerce.
Scores 9/10 for E-Commerce.
Scores 9/10 for E-Commerce.
Scores 9/10 for E-Commerce.
Scores 9/10 for E-Commerce. Also relevant to Supply Chain Tech.
Scores 9/10 for E-Commerce. Also relevant to Last-Mile Delivery and Supply Chain Tech.
Scores 9/10 for E-Commerce. Also relevant to Last-Mile Delivery and Supply Chain Tech.
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