Ecommerce Subsector Breakdown (cont.)
Sectors
Overview
Key Trends
• A broad category containing grocery chains and meal-prep subscriptions, along with alcoholic and nonalcoholic drinks retailers. • Major retailers: Amazon, boxed.com, HelloFresh, and Walmart
• Strong gains are expected in the industry as a busy workforce turns increasingly to the convenience of digital platforms for groceries. • The surge in smartphone users globally has significantly contributed to the growth of F&B Ecommerce sales. • This segment has emerged as a bright spot in Ecommerce M&A, with a significant increase of 66.7% YoY. • The market's expansion is attributed to the ongoing trend of online gaming, the emergence of high bandwidth network connectivity, and the continuous demand for 3D games. • Activity remains modest but steady, with companies seeking to enhance content offerings through strategic acquisitions. • The beauty sector continues to attract significant investment, particularly from firms employing a 'house of brands' strategy. • Acquisitions are focused on companies that offer innovative health solutions or wellness products that align with consumer trends.
Food & Beverage
• Consumer sales of physical media. Examples: books, CDs, DVDs, and video games on disc. • This classification encompasses the buying and selling of accommodations and related services through online platforms. • Personal care and health products. Examples: over-the-counter medicines, vitamins, cosmetics, and body and hair products. • Major retailers: CVS Health, Walgreens Boots Alliance, Walmart and Amazon
Other (Media, Hospitality, etc.)
Beauty, Health, Personal & Household Care
Source: FE Internal Analysis.
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