Deutsche Bank slår til lyd for en omfattende vurdering af virkningen af den stærkt voksende online-handel under coronakrisen, og hvor alle involverede skal deltage. Online-handelen har ført til betydelige ændringer i f.eks. detailsektoren, hvor selv en voksende andel af fødevarehandelen sker med direkte levering til kunderne. Det har ført til enorme kursstigninger for flere onlineselskaber. Det er dog en udvikling, der i flere år er blevet dagligdags i Kina, hvor onlinehandel er langt mere udbredt end i Europa og USA.
Uddrag fra Deutsche Bank:
The delivery dilemma
We propose a system to bring all parties in the delivery value chain to the table, and suggest an incentive system that grades rewards with the intention of sending non-urgent deliveries to specific areas on specific days.
- According to a proprietary survey carried out by Deutsche Bank’s dbDIG Primary Research team, consumers all over are purchasing more than they ever have online and they are likely to keep spending at above-average levels going forward.
- In categories such as fashion, where online penetration has reached nearly 20% pre-pandemic, growth has reached double-digit rates for even the most mature players in the last two quarters.
- In online grocery, where online penetration levels were previously around two per cent in developed markets, growth for some players have been in the triple digit range.
- However, with the volume of deliveries expanding at such a rate, as consumers, we need to ask ourselves a question: Is this the best solution given the impact on the environment and cities?
- On the flipside, some studies say online shopping is better for the environment compared with physical retail given, for instance, the emissions you save with fewer trips to the store or accounting for the optimised routes that the larger logistics companies can take.
