Ecommerce layers - level of consolidation
๐๐ ๐ญ๐๐ฅ๐ค ๐จ๐๐ญ๐๐ง ๐๐๐จ๐ฎ๐ญ ๐๐ฆ๐๐ณ๐จ๐ง ๐๐๐จ๐ฆ๐ฆ๐๐ซ๐๐ ๐๐จ๐ฆ๐ข๐ง๐๐ญ๐ข๐จ๐ง. ๐๐ฎ๐ญ ๐ฐ๐ ๐ซ๐๐ซ๐๐ฅ๐ฒ ๐ฅ๐จ๐จ๐ค ๐๐ญ ๐ญ๐ก๐ ๐๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐๐ญ๐ข๐จ๐ง ๐จ๐ ๐ญ๐ก๐ ๐จ๐ญ๐ก๐๐ซ ๐ฅ๐๐ฒ๐๐ซ๐ฌ ๐จ๐ ๐ญ๐ก๐ ๐๐๐จ๐ฌ๐ฒ๐ฌ๐ญ๐๐ฆ.
From marketing to after-sales, a handful of players are dominating the game.
๐ข Marketing: Meta and Google still control most of the digital ad spend, but TikTok and retail media (Amazon Ads, Walmart Connect) are growing rapidly. Large platforms thanks to their success/mass reduce significantly their need for Ads and push down this need to their sellers. And now, LLMs are entering this highly concentrated game.
๐ Front End: Marketplaces like Amazon capture over 60% of global ecommerce GMV (depending a lot on the region), but platforms like Shopify are empowering brands to go D2C.
๐ฆ Order Management: Shopify and BigCommerce are leading the charge, with 40% of mid-market retailers using a single system for all channels.
๐ CRM: Salesforce and HubSpot dominate, but vertical-specific tools are gaining traction.
๐ญ Warehousing: Amazon FBA is well known but the overall market is actually extremely fragmented with a lot of medium players serving brands and platforms.
๐ Transport: Last-mile delivery is one of the most consolidated layer. In each country, 3 or 4 players account for most of the volume.
๐ After-Sales: Players like zendesk, Intercom are well known. Although a lot of businesses are still using simple emails and standard CRM tools.
As consolidation continues, businesses face a choice: partner with all-in-one platforms for simplicity or mix best-of-breed tools for flexibility.
Which path are you taking when it comes to fighting against fraud? If youโre looking for a partner, contact us Chaynon !
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