10. MEXICO’S E-COMMERCE POTENTIAL
• Large online market: With over 50M Internet users, Mexico is ranked 10th in the world.
• Attractive white space: Out of the top 15 economies in the world, Mexico is the country with
the smallest online to total retail ratio (less than 1.5%).
Internet Users 2016
(million)
1. China 721
2. India 462
3. US 286
4. Brazil 139
5. Japan 115
6. Russia 102
7. Nigeria 86
8. Germany 71
9. United Kingdom 60
10. Mexico 58
>30 million
>70 million
mobile users1
smartphones1
11. MEXICO’S E-COMMERCE POTENTIAL
• Large online market: With over 50M Internet users, Mexico is ranked 10th in the world.
• Attractive white space: Out of the top 15 economies in the world, Mexico is the country with
the smallest online to total retail ratio (less than 1.5%).
5.8%
6.4%
7.1%
7.8%
8.4%
9.1%
2013 2014 2015 2016 2017 2018
% of Retail
CHINA15%
BRAZIL3.0%
12. MEXICO’S E-COMMERCE POTENTIAL
• Large online market: With over 50M Internet users, Mexico is ranked 10th in the world.
• Attractive white space: Out of the top 15 economies in the world, Mexico is the country with
the smallest online to total retail ratio (less than 1.5%).
5.8%
6.4%
7.1%
7.8%
8.4%
9.1%
2013 2014 2015 2016 2017 2018
% of Retail
CHINA15%
BRAZIL3.0%
1.5% MEXICO
13. Retail E-commerce Sales in Mexico (US B)1
2014 2015 2016 2017 2018
366
CAGR: 4.9%
11.5
2014 2015 2016 2017 2018
386 406
426 445
Total Retail Sales in Mexico (US B)1
9.4
7.5
5.9
4.6
CAGR: 26.0%
• Fast growth
• Growing middle class
• Retail´s low penetration in medium to small cities.
MEXICO’S E-COMMERCE POTENTIAL
14. • LOW MARGIN BUSINESS
• HIGH CUSTOMER ACQUISITION
COSTS
• HIGH CAPEX
• NO EXPERTISE
• LOW SCALE = OPPORTUNITY
COST OF INVENTORIES
MAIN CHALLENGES FOR AN E-COMMERCE IN
MEXICO
COSTLY
LEARNING CURVE
+
LOW PROFITABILITY
FOR MID-TERM
INVESTMENTS
26. 2007
“Our innovative approach, using
web 2.0 based standards, lets
developers create amazing new
applications through the Safari
Plugin, while keeping the Iphone
secure”
JUNIO 11, 2007
STEVE JOBS EXPLICANDO PORQUÉ
NO DEBE DE HABER APLICACIONES
DE TERCEROS EN EL IPHONE.
2008-2013
>1 M APPS
> 60 B descargas
>30 B en ingresos
“VISIÓN” DE STEVE JOBS:
27. • MÁS PLANNING QUE DOING
• PLANEACIÓN CON GRANDES REPORTES Y/O
NÚMEROS DE MERCADO
28. PRUEBA/ ERROR + PIES EN LA TIERRA
“The great thing about fact-based decisions
is that they overrule the hierarchy.”
Jeff Bezos