2020 saw an online shopping inflection point that is poised to continue, as logistics companies successfully scaled on-demand delivery. Sales for categories like apparel, footwear, and linens had already been moving online in recent years, but digital sales went through the roof in 2020. Morgan Stanley estimates that e-commerce grew by about 40%, or $240 billion. Rapid growth in e-commerce is expected to continue in 2021, as traditional brick-and-mortar retailers feel persistent profit margin pressure.*
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Podcast: Thoughts on the Market
Can e-commerce sustain its uptrend?
As consumers deal with rising interest rates, persistent inflation, and a desire to get outside in the ever-changing COVID environment, what does this all mean for th efuture of e-commerce growth?
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As "The Gig Economy" has evolved to become the Multi-Earner Economy, an entire ecosystem reinventing how people earn a living, investors will want to take note of the related platforms that are making an impact on the market.
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