【2021年EC業界ニュース】ティックトック、米国でデリバリーサービス「ティックトック・キッチン」を開始予定 ほか

トランスコスモス調査部が厳選するEC業界ニュース。今週の注目トピックはこちら。 ・アリババ傘下のネット通販ラザダ、年間アクティブ消費者数が1.3億達成 ・ティックトック、米国でデリバリーサービス「ティックトック・キッチン」を開始予定

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【2021年EC業界ニュース】東南アジア配車大手グラブが米国で上場、時価総額が最大規模の3.9兆円へ ほか

トランスコスモス調査部が厳選するEC業界ニュース。今週の注目トピックはこちら。 ・米決済大手スクエアは社名を「ブロック」へ変更、仮想通貨に注力か ・東南アジア配車大手グラブが米国で上場、時価総額が最大規模の3.9兆円へ

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【オウリー通信】コロナ禍で躍進する海外のEC関連ユニコーン企業

シリコンバレーでデジタル分野の事業開発調査を行うトランスコスモスの担当者が執筆しています。海外では、特に今年に入り、多額のVC(ベンチャーキャピタル)投資資金が動き、数多くのユニコーン企業が輩出されました。本記事では、EC分野にフォーカスし、現地で捉えたVC投資のトレンドだけでなく、2021年に注目を集めた具体的なEC関連の新興ユニコーン企業と併せて、包括的に取り上げます。

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DoorDash, a Major US Food Delivery Company, Acquired Wolt from Finland

DoorDash, a major US food delivery company, has announced that it would acquire its Finnish-based (from the same company Finland) peer, Wolt. The transaction value is approximately 7 billion euros (approximately 910 billion yen), and the company plans to complete the acquisition in the first half of 2022. Since Wolt first landed in Hiroshima in August 2020, it has expanded its service area from Hokkaido to Okinawa and currently operates in 37 cities. DoorDash entered Japan from Sendai in June 2021. The two companies have announced that they would build a "local commerce global platform that connects products and services in each region with users" through the acquisition. In terms of global expansion, Wolt's CEO, who currently has more countries than DoorDash, is expected to lead its overseas business in the future. It also plans to jointly expand globally, accelerate product development, and improve investment efficiency. Even after the acquisition, Wolt's company name and the services provided will not change.

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Sea Group, Southeast Asia's Major Online Shopping Company Announced the Third Quarter Financial Results. It was in the red due to overseas expansion and investment business

On November 16, "Sea Group," the parent company of "Shopee," a major online shopping company in Southeast Asia, announced its financial results for the third quarter of 2021. Sales increased 121.8% from the same period of the previous year to 2.7 billion dollars (approximately 308.4 billion yen). Adjusted EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) was a deficit of 166 million dollars (approximately 19 billion yen). The main reasons for the deficit are the expansion of the company's overseas online shopping business and the investment of large amounts of money in start-up companies. In the online shopping-related business, sales increased 134.4% from the same period of the previous year to 1.5 billion dollars (approximately 171.3 billion yen). From the latter half of September 2021, Sea Group has expanded into three European countries, Poland, France and Spain, and India, accelerating business expansion. In addition, it has recently invested in companies closely related to its own game (especially mobile game) and financial business. It has invested a total of 1 billion dollars in the investment business.

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Alibaba Announced Third Quarter Financial Results. Operating profit of online shopping, which is the main business, decreased by 17%

On November 18, China's online shopping major "Alibaba" announced its financial results for the third quarter of 2021. Sales increased 29% from the same period of the previous year to 200.6 billion yuan (approximately 3.5907 trillion yen). Net income decreased 81% to 5.3 billion yuan (approximately 94.9 billion yen). The operating profit of online shopping, which is the main business, decreased by 17% to 25.6 billion yuan (approximately 458.2 billion yen). The number of users increased by 20% from the previous year to 935 million as of September. Alibaba performed well with a transaction volume of 540.3 billion yuan (approximately 9.65 trillion yen) at China's largest online shopping sale "Single's Day (Double Eleven)" to have been held on November 11. However, the growth is slowing due to the impact of regulations on Internet companies to be an increase of 8.5% compared to 2020.

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高山智司事務局長×森本英香氏 〜新しい価値創造の時代に、持続可能な社会実現について〜

今回は、環境省で環境問題に長年取り組んできた森本英香さんと高山智司事務局長による、「企業もSDGsに積極活動をしなくてはならなくなってきた!新しい価値創造の時代における、持続可能な社会実現について」をテーマにしたクロストークをお届けします。

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