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e-commerce penetration

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 23, 2024 by Mark Casey · across every show →

Everything said about e-commerce penetration, oldest first

Jul 23, 2024 bullish
Prediction Not checkable as stated
Casey: US e-commerce could reach 80% penetration via drone and robot delivery
“Here in the U.S. With drones and robot delivery systems, maybe we can get to 80%. So I think there's a long way to go.”
Mark Casey Jul 23, 2024 ▶ 20:03 Mark Casey (Capital Group): Public Market and Macro Perspectives
Jul 23, 2024
Assertion Supported
Casey: Many US retail categories remain at only 20% e-commerce penetration
“Even in the United States, like, a lot of the categories are still only 20% e-commerce”
Mark Casey Jul 23, 2024 ▶ 19:34 Mark Casey (Capital Group): Public Market and Macro Perspectives
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