Cowen Inc. is a U.S.-based multinational funding financial institution and monetary providers firm. In Could 2022, Cowen’s analysis workforce launched its fifth annual “US eCommerce Disruption” report, an in-depth research of all U.S. retail sectors.
In keeping with Cowen’s mannequin, penetration in key classes reminiscent of meals and beverage, consumables, and furnishings and residential furnishings would be the primary drivers of U.S. ecommerce progress.
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The pandemic accelerated customers’ digital buy habits. Information from Cowen discovered distinctive progress in U.S. on-line grocery gross sales. Cowen’s proprietary survey of two,500 U.S. customers discovered that 38.5% of respondents’ households had used on-line grocery supply within the earlier month throughout Q1 2022, double the 19% in This autumn 2019, the final pre-pandemic survey.
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GlobalData Plc is a U.Ok.-based knowledge analytics and consulting firm. In keeping with GlobalData’s Q1 2022 shopper survey, 58% of buyers worldwide, on common, anticipate rising or sustaining on-line grocery procuring within the following months. The chances range, from 33% in Switzerland to 91% in China.
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Throughout all world areas, ecommerce as a share of retail gross sales is rising. In keeping with a June 2022 report from Morgan Stanley, in some areas of Southeast Asia and Latin America over the following 5 years, ecommerce may develop by 17% and 20%, respectively.
Brian Nowak, a Morgan Stanley fairness analyst overlaying the U.S. web business, acknowledged, “We imagine that the Covid-driven bump won’t flatten future e-commerce progress. Internationally, we now have but to see a ceiling for e-commerce penetration. Whereas the rise of e-commerce through the first yr of Covid-19 in 2020 is well defined, the truth that progress continued in 2021 is proof of an actual behavioral shift to procuring on-line.”
