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1、1 1 CLICK HERE TO SIGN UP FOR A FREE TRIAL CB Insights helps the worlds leading companies make smarter technology decisions with data, not opinion. Our Technology Insights Platform provides companies with comprehensive data, expert insights and work management tools to drive growth and improve opera
2、tions with technology. WHAT IS CB INSIGHTS? CB Insights shapes Nestls point of view on whats happening in the market so we can build digitally-enabled services and business models that drive growth and scale. Amy Thompson Digital Innovation Manager, Nestl 1 ASK YOUR CSM ABOUT FREE OR DISCOUNTED TICK
3、ETS TO OUR UPCOMING EVENTS. ACCESS TO OUR CLIENT-ONLY COMMUNITY The CBI Community VIRTUAL EVENTS 4 WHAT THIS REPORT COVERS E-COMMERCE Any new selling format that is not a traditional store. Excludes e- commerce sites. Companies that sell tangible goods online, as well as technologies that enable onl
4、ine sales. Excludes services and food Debt, May 2020 Select investors: Mark IV Capital, Datalogic Adroit Worldwide Media makes the Smart Shelf, a display for shelf edges that allows for electronic management of prices, merchandising, and marketing. Total disclosed funding: N/A Latest round: Series A
5、, May 2020 Select investors: d:tribe Capital, Brandhaus Capital Partners Australia-based Shelfies shelf-mounted cameras take shots of shelf conditions that image recognition tech analyzes for out-of-stocks and other issues. Efficiency & automation at the shelf Source: CB Insights HIGHLIGHT #1: SMART
6、ER SHELVES 28 Total disclosed funding: $123M Latest round: Series C, May 2020 Select investors: Atomico, Google Ventures, NGP Capital, Salesforce Ventures Scandit, based in Zurich, makes barcode scanning software that employees and shoppers can use to speed up store processes. Total disclosed fundin
7、g: $2M Latest round: Angel, June 2020 Select investors: Bill Bryant, Paul Mikesell Field reps use Observas app to collect store shelf appearance data. Observas AI processes the images and uses the information to offer suggested actions or improvements. Mobile tools to make store staff more efficient
8、 Source: CB Insights HIGHLIGHT #2: MOBILE-ENABLED STORE MANAGEMENT 29 Total disclosed funding: $0.15M Latest round: Incubator/Accelerator, March 2020 Investors: Plug & Play Accelerator, 500 Accelerator Butlr. makes a wireless sensor network that retailers can use to track foot traffic, manage lines,
9、 send targeted marketing, and ultimately optimize their store layouts. Total disclosed funding: $30M Latest round: Series B, February 2020 Select investors: Accel, Heavybit, Two Sigma Ventures Radar.io offers a location-tracking platform for a variety of businesses, including retailers, to offer loc
10、ation-based communication. It recently introduced a new feature called Last Mile, which tracks shoppers arrival for online order pickups. Location trackers can watch shoppers & improve store layouts Source: CB Insights HIGHLIGHT #3: LOCATION TRACKING 30 Growth in e-commerce elevates need for data co
11、nnections across stores and online Total disclosed funding: $52M Latest round: Series C, June 2020 Select investors: SEB Alliance, Index Ventures, Serena Capital, Cathay Innovation Paris-based Alkemics platform lets CPG brands centrally manage their product data across channels. Total disclosed fund
12、ing: $29M Latest round: Unattributed VC, April 2020 Select investors: Beringea, Hermes Private Equity, Wavecrest Growth Partners Edited uses AI to help retailers optimize assortments and prices. Acquisition: Ottawa-based supply chain management company Kinaxis acquired AI startup Rubikloud in June 2
13、020 for $60M. Rubikloud brings its specialization in demand and promotional planning for retailers to the deal, which could result in more advanced category, price, and supply chain planning. Source: CB Insights HIGHLIGHT #4: CROSS-CHANNEL DATA MANAGEMENT 31 E-COMMERCE E-COMMERCE IN-STORE RETAIL TEC
14、H NEW RETAIL FORMATS SUPPLY CHAIN & LOGISTICS TECH MEAL & GROCERY DELIVERY ON-DEMAND 32 $5,342 $3,950 $5,483 $5,104 $2,945 $3,133 263 330 317 345 297 277 0 100 200 300 400 $- $1,000 $2,000 $3,000 $4,000 $5,000 $6,000 Q119Q219Q319Q419Q120Q220 Investment in e-com inches upward from Q1 Source: CB Insig
15、hts E-COMMERCE FUNDING UP, DEALS DOWN IN Q220 Quarterly e-commerce deals and funding ($M), Q119 Q220 Total Funding# Of Deals 33 E-com deals still concentrated in early stages Source: CB Insights Note: “Other” includes convertible notes, private equity, growth equity, and other unattributed VC rounds
16、. SEED/ANGELS SHARE OF DEALS CONSISTENT IN 2020 Share of annual global e-commerce deals by funding stage, 2016 2020 (through Q220) 43%42% 35% 37%37% 20% 16% 18% 19% 15% 9% 11% 11% 10% 10% 19% 25%24% 21% 25% 0% 25% 50% 75% 100% 20162017201820192020 Series E+ Series D Series C Series B Series A Seed/Angel Other Through Q220 34 Social commerce platforms gain attention as shoppers move online Total disclosed funding: $184M Latest round: Series C, May 2020 Select investors
