Casey: US e-commerce could reach 80% penetration via drone and robot delivery
Mark Casey · Mark Casey (Capital Group): Public Market and Macro Perspectives · Jul 23, 2024 · at 20:03
Mark Casey, Partner and Portfolio Manager at Capital Group, discusses the long-term potential ceiling for e-commerce growth in the United States relative to high-penetration Asian markets.
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“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.”
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