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U.S. e-commerce

also referred to as: us e-commerce

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 2, 2020 by Benedict Evans · across every show →

Everything said about U.S. e-commerce, oldest first

Nov 2, 2020 neutral
Assertion Supported
Evans: Amazon holds 40% of US e-commerce, but 15% of retail
“Amazon has probably 40% of US e-commerce, but e-commerce is sort of 15 to 20% of US retail.”
Benedict Evans Nov 2, 2020 ▶ 17:11 How do you destroy a tech monopoly?
Nov 23, 2020 neutral
Assertion Contradicted
Evans: US non-grocery e-commerce surged to 29% before settling at 26%
“If you exclude grocery, it was 29%. Sorry, it was 21 and a half percent. It went to 29%. It's now down 26%.”
Benedict Evans Nov 23, 2020 ▶ 9:15 The acceleration of ecommerce habits
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