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51,416 slides across 1229 decks match.
Treemap Arc Catalog
The end of the beginning
BenedictEvans · industry_trends
The end of the beginning
 The end of the beginning
BenedictEvans · industry_trends
The end of the beginning
 Most people are online... But most of the money is not
BenedictEvans · context
Most people are online... But most of the money is not
 Ecommerce is big in dollar terms
BenedictEvans · market_landscape
Ecommerce is big in dollar terms
 But still only just reaching 10% of US retail spending
BenedictEvans · market_landscape
But still only just reaching 10% of US retail spending
10% — US retail spending
 Now add restaurants....
BenedictEvans · market_landscape
Now add restaurants....
$tr — US retail spending
 And think about what happens to gas stations
BenedictEvans · market_landscape
And think about what happens to gas stations
$5.5tn — US retail spending
 And the $1.2tr spent on cars
BenedictEvans · market_sizing
And the $1.2tr spent on cars
$1.2tr — US retail spending
 Meanwhile, there's more than just retail
BenedictEvans · market_sizing
Meanwhile, there's more than just retail
$12tn — US spending
 What's the opportunity?
BenedictEvans · market_sizing
What's the opportunity?
$12tr — US spending
 Digital advertising also looks big...
BenedictEvans · industry_trends
Digital advertising also looks big...
 Internet is now the largest segment of US advertising...
BenedictEvans · market_landscape
Internet is now the largest segment of US advertising...
38% — US advertising spend
 And advertising doesn't change much
BenedictEvans · industry_trends
And advertising doesn't change much
 But what about marketing?
BenedictEvans · market_landscape
But what about marketing?
$200bn — US advertising and marketing spend
 But what about marketing?
BenedictEvans · market_sizing
But what about marketing?
$400bn — US advertising and marketing spend
 And what do you really pay to reach a customer?
BenedictEvans · financial_analysis
And what do you really pay to reach a customer?
$700bn — US budget spend
 Globally, $1tr is spent on “what should I buy?”
BenedictEvans · market_sizing
Globally, $1tr is spent on “what should I buy?”
$1tr — Global sales & marketing spend
 And where else is the opportunity?
BenedictEvans · transition
And where else is the opportunity?
 And the spread of spending online
BenedictEvans · market_landscape
And the spread of spending online
$2.0tr — Global ecommerce ($tr)
 USA in the middle of the pack
BenedictEvans · benchmark_peers
USA in the middle of the pack
 Unicorns are born outside Silicon Valley!
BenedictEvans · market_landscape
Unicorns are born outside Silicon Valley!
 Venture spreads outside the USA
BenedictEvans · market_landscape
Venture spreads outside the USA
 What's the opportunity?
BenedictEvans · market_sizing
What's the opportunity?
$5.5tr — Market size ($tr)
 From easy to hard?
BenedictEvans · comparison_table
From easy to hard?
 New problems: restaurant listings to restaurant delivery
BenedictEvans · comparison_table
New problems: restaurant listings to restaurant delivery
 So far, the internet has mostly tackled logistics
BenedictEvans · framework_other
So far, the internet has mostly tackled logistics
 And pushing into new kinds of decision
BenedictEvans · framework_other
And pushing into new kinds of decision
 (All of which will affect the USA more than most...)
BenedictEvans · peer_benchmark
(All of which will affect the USA more than most...)
 “Ecommerce is asset-light”
BenedictEvans · other
“Ecommerce is asset-light”
 “Ecommerce is asset-light”
BenedictEvans · other
“Ecommerce is asset-light”
 New problems: groceries
BenedictEvans · market_sizing
New problems: groceries
 (And the USA is behind, again)
BenedictEvans · market_landscape
(And the USA is behind, again)
 (And the USA is behind, again)
BenedictEvans · benchmark_peers
(And the USA is behind, again)
 More interesting: changing groceries
BenedictEvans · industry_trends
More interesting: changing groceries
120 — Items stocked (000)
 New kinds of decision
BenedictEvans · framework_other
New kinds of decision
 The internet lets you buy anything you could buy in New York. It doesn't let you shop the way you can shop in New York.
BenedictEvans · key_messages
The internet lets you buy anything you could buy in New York. It doesn't let you shop the way you can shop in New York.
 Bringing tastemaking to the internet
BenedictEvans · other
Bringing tastemaking to the internet
 New problems?
BenedictEvans · section_divider
New problems?
 What have we really done so far?
BenedictEvans · framework_other
What have we really done so far?
 Tesla eats cars?
BenedictEvans · market_landscape
Tesla eats cars?
 Tesla eats cars?
BenedictEvans · competitive_analysis
Tesla eats cars?
 What's the real opportunity?
BenedictEvans · market_sizing
What's the real opportunity?
 More interesting: software and silicon eat cars
BenedictEvans · industry_trends
More interesting: software and silicon eat cars
 More interesting: changing what cars are
BenedictEvans · industry_trends
More interesting: changing what cars are
 Software eats TV?
BenedictEvans · market_landscape
Software eats TV?
$10bn — Non-sports programming spend
 Is Netflix a threat?
BenedictEvans · quote_slide
Is Netflix a threat?
 More interesting: what is TV?
BenedictEvans · market_landscape
More interesting: what is TV?
250m — Global audience (millions)
 More interesting: what’s an ‘opening weekend’?
BenedictEvans · market_landscape
More interesting: what’s an ‘opening weekend’?
$725m — Global opening weekend sales
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