E-commerce

4 statements across 3 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Aug 16, 2022 by Ben Gilbert · across every show →

Everything said about E-commerce, oldest first

Aug 16, 2022 neutral
Assertion Supported
Gilbert: E-Commerce Penetration Settled Around 15% Post-COVID
“It went from like 12% to like 17% during COVID and is, is falling a little bit right now and is hovering right around 15%.”
Ben Gilbert Aug 16, 2022 ▶ 3:54:34 Amazon.com · Acquired
Nov 27, 2023 positive
What-if
E-commerce would not have emerged or succeeded without credit cards
“On the other hand, I don't think e-commerce really would have happened, you know, alone. There's plenty of other value creation out there too. Lots and lots and lots, but let's just take e-commerce. I feel like this is Passover. Like, you know, that would have…”
David Rosenthal Nov 27, 2023 ▶ 3:19:03 Visa (Audio) · Acquired
Nov 18, 2024 neutral
Assertion Supported
Gilbert: In-store sales comprise 71% of IKEA revenue, e-commerce 26%
“71% is products in stores. 26% is e-commerce. Three percent is services to customers.”
Ben Gilbert Nov 18, 2024 ▶ 2:43:02 IKEA (Audio) · Acquired
Nov 18, 2024 neutral
Insight
Rosenthal: Mail-Order Catalogs Were Pre-Internet E-Commerce Built on Demand Aggregation
“I mean, it was the e-commerce industry before the e-commerce industry. Anybody could do it. It was just about aggregating demand.”
David Rosenthal Nov 18, 2024 ▶ 22:49 IKEA (Audio) · Acquired
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