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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トランスコスモス社員紹介SDGsトランスコスモスSDGs委員会

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.

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"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.

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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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トランスコスモス各地区センターのSDGs取り組み～西日本本部編～第2弾！

今回は、西日本本部の取り組み事例、第2弾をご紹介します。西日本本部ではSDGsの17の目標のうち、4つの目標を重点的に取り組んでいます。今回は、その中から、「4.質の高い教育をみんなに」と、「5.ジェンダー平等を実現しよう」の取り組みをご紹介します。

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SDGsトランスコスモスSDGs委員会

A Major US Toy Retailer TOYSRUS Plans to Resume Business in the UK, Starting with Online Sales

It has been revealed that a major US toy retailer "TOYSRUS," is planning to reopen its UK business, which it withdrew due to bankruptcy. They will start with online sales from 2022, they plan to establish local teams, offices, distribution bases, to promote both physical stores and online sales. According to company officials, online sales have been strong due to the impact of the COVID-19, and since they returned to Australia in June 2021, their business has expanded rapidly. In addition, as a future strategy, it seems that there is a possibility of restarting the business at an experience-based store, which is different from the conventional toy store in the UK.

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US Amazon Announced the 3rd Quarter Financial Results. Net income decreased by 50% due to slowdown of online shopping business

On October 28, major online shopping company US Amazon announced its financial results for the 3rd quarter. Sales increased 15% from the same period of the previous year to 110.812 billion dollars (approximately 12.57 trillion yen), and net income decreased 50% from the same period of the previous year to 3.156 billion dollars (approximately 357 billion yen). It is said that the main reason for the decrease in profits was the slowdown in the main online shopping business and the rise in wages due to labor shortages. Regarding the performance of the retail-related business, online store sales increased 3% from the same period of the previous year to 49.9 billion dollars (approximately 5.644 trillion yen), and physical store sales increased 12% from the same period of the previous year to 4.3 billion dollars (approximately 486.3 billion yen). Sales of third-party sellers increased 18% from the same period of the previous year to 24.3 billion dollars (approximately 2.7485 trillion yen). "Amazon One," the palm authentication system was introduced for the first time at the third-party stores, and is currently available at more than 70 stores, including the company's food supermarket "Amazon Fresh."

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