【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.
記事を見る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.
記事を見る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。
記事を見るCoupang: a Major Online Shopping Company in South Korea, Announced its Financial Results for the 3rd Quarter. Its deficit has been continuing due to a large investment
On November 12, "Coupang," a Korea's online shopping major company announced its financial results for the 3rd quarter of 2021. Sales increased 48% from the same period of the previous year to 4.6447 billion dollars (approximately 533.3 billion yen), and net loss was 315.1 million dollars (approximately 35.9 billion yen). In addition, the number of active users has continued to increase to 16.8 million, up 20% from the same period of the previous year. The cause of the deficit is investment in new business streaming video services and logistics facilities to provide faster delivery services. Specifically, from the beginning of 2021 to the third quarter, Coupang has built a new distribution infrastructure of 740 thousand square meters, and the fulfillment center, which is responsible for the ordering and delivery of Coupang's own fresh food "Rocket Fresh," has been doubled.
記事を見る"Pandamart," a Daily Necessities Delivery Service for foodpanda, is now Available in Yokohama
On November 5, Delivery Hero Japan Co., Ltd., which operates the major delivery company "foodpanda" from Germany, announced that "Pandamart," an immediate delivery service for daily necessities and food products in Yokohama City, Kanagawa Prefecture is now available. The service was launched from Shibuya in early November, and this time it is said to have finally rolled out in Yokohama where the company first landed in Japan. Consumers can use "Pandamart" with app or website to deliver approximately 2,000 types of products, including daily necessities, frozen foods, and drinks, in as little as 30 minutes. "Pandamart" is currently developing services at a total of eight bases, including Tokyo, Osaka, and Kyoto. It plans to gradually expand the services in the future.
記事を見るChina's Largest Event "Double Eleven" has Ended, Alibaba's Transaction Volume Exceeded 9 Trillion Yen
On November 12, the online shopping sale "Single's Day (Double Eleven)," which is held every year on November 11 in China, ended. Double Eleven, which started as a one-day event 13 years ago, has grown from October 20 to November 11 this year and has grown into an event that lasts for approximately a month. In addition, "sustainability" and "comprehensiveness" are the keywords of this year's event. Online shopping companies have called on consumers to have an "eco-friendly life" and have actively introduced environmentally friendly measures such as delivery. As a result of major business operators, the transaction value of "Alibaba Group" that is the number one online shopping company, increased by 8.5% from the previous year, reaching a record high of 540.3 billion yuan (approximately 9.65 trillion yen). 290 thousand brands participated in the sale, of which 29 thousand were overseas brands. In addition, more than 1.3 million new products were offered on the cross-border online shopping site "Tmall Global," Alibaba's subsidiary. The transaction value of “JD.com” that is the second largest online shopping company also reached a record high, rising 28.6% from the previous year to 349.1 billion yuan (approximately 6.1092 trillion yen). At the time of double eleven, the company launched "xiaoshigou," a new business of immediate delivery together with the grocery delivery affiliate "Dada Group" to strengthen the provision of speedy delivery. Since around 2020, the Chinese authorities have been tightening control over Internet companies. In this background, the companies that carried out the sale refrained from announcing breaking news on the progress of the sale compared to the usual year. Instead, the companies made an appeal for social contribution by purchasing eco-friendly products, and called for donations.
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【2021年EC業界ニュース】ブラックフライデーとサイバーマンデー、実店舗売上拡大の一方でオンライン売上は微減 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。 ・ブラックフライデーとサイバーマンデー、実店舗売上拡大の一方でオンライン売上は微減 ・楽天と日本郵便、楽天市場で購入された商品のまとめ配送を開始
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