Quarterly eTailer Recap

Themes from eTailer management commentary; growing advertising businesses and logistics expansion

Quarterly eTailer Recap: eBay, Wayfair, Alibaba & Etsy

Each quarter we review results from several eTailers to identify themes across the space and enable brands to better understand emerging trends in eCommerce and what similarities and differences exist among key eTailers.

Key Takeaways

eCOMMERCE GROWTH MIXED IN THE QUARTER; OUTLOOK FOR SLOWING GROWTH IN 2019:

eTailers saw mixed growth during calendar 4Q, with some retailers seeing growth accelerate around holiday while others saw growth moderate. Key callouts included strong Chinese consumer growth, changes in clickthrough/conversion rates, market penetration and size limiting 2019 growth, and tax refunds slowing 1Q sales…

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