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US retail

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →

Everything said about US retail, oldest first

Jan 2, 2019 bullish
Assertion Supported
Evans: E-commerce represents roughly 10% of US retail revenue
“E-commerce is as it might be 10% of US retail right now by revenue, and Amazon has got maybe 15% of that.”
Benedict Evans Jan 2, 2019 ▶ 3:49 a16z Podcast | Everything You Need to Know About Amazon
Jan 2, 2019 neutral
Assertion Partly supported
Jeff Jordan: E-commerce accounts for 8% to 9% of total US retail
“The overall average is something like eight or nine percent of retail in the U.S. Now happens online”
Jeff Jordan Jan 2, 2019 ▶ 10:21 a16z Podcast | Ecommerce and the Holiday Shopping Collision
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