Goldman Sachs betragter e-handelen som et voksende marked for investorer. I USA steg onlinehandelen kraftigt i maj, og Goldman mener, at det kan føre til en “ny normal”, fordi forbrugerne synes at have skiftet over til online-handel i kraft af corona-krisen. Den udvikling vil forandre detailhandelen.
Uddrag fra Goldman Sachs:
E-Commerce Accelerating
Retail sales recovered swiftly in May, a positive sign for the economic recovery. However, consumption patterns may take on a new normal going forward as consumers have shifted a significant portion of their spending online.
As the chart shows, US e-commerce penetration has increased as much this year as it did in the ten years prior. We expect this acceleration to continue to reshape the retail landscape.
Source: Source: US Department of Commerce, Adobe Analytics, and GSAM.
