Ecommerce & Consumer Products Summer Report 2024

Ecommerce Financing Activity

Ecommerce Financing by Year (In Billions of USD)

Total Deal Size in ($B) # of Deals

456

Annualized

354

397

102

217

While the market has experienced a correction in recent years, new indicators show lasting potential in the sector. Key trends: • Funding Decline: Ecommerce funding volume increased significantly in 2022 and 2023 as economies continued to rebound from the pandemic. Ecommerce saw 300% growth in 2022 and an additional 17% growth in 2023. The growth rate looks promising for 2024. • Shifting Investment Strategies: Mimicking the growth trend seen in 2023, VCs are currently deploying good investment sizes. • Food & Beverage: Trend in 2024 shows that food & beverage remains the most sought-after sector in financing, followed by fashion and electronics. The turnaround in Q1 2024 provided a positive outlook for ecommerce.

1.1

1.4

1.2

0.6

0.3

2021

2022

2023

YTD 2024

Financing Volume by Quarter (In Billions of USD)

Total Deal Size in ($B) # of Deals

126 125

118

103

101

99

92 94 93

69

36 33

15 17

0.0 0.2 0.1

0.1

0.3 0.4 0.3 0.2 0.3 0.4 0.3 0.3 0.4 0.3

Q1

Q2 Q3 Q4 Q1

Q2 Q3 Q4 Q1

Q2 Q3 Q4 Q1

Q2

2021

2022

2023

2024

Source: Pitchbook as of June 2024. Data consists of transactions where deal value was disclosed.

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