The COVID 19 Pandemic has accelerated what was already an “E-Commerce Wave” to become an “E-Commerce Tsunami”. As consumers have been holed up in their homes, online commerce has exploded. According to Nielsen, pre-COVID, only 9% of global consumers were shopping online regularly. Through COVID, 27% started shopping online for the first time. By May 2020, 44% said they were shopping online regularly each week. And, a recent study of 14,000 consumers by Shopkick also supports this massive change in consumer behavior. That report states that 60% of the study’s respondents say that the Pandemic has forever changed their shopping habits.

This report on Marketplaces is Part One in a Three Part “E-Commerce Tsunami” Series:
Part 1: Marketplaces Go Mainstream
Part 2: The Strong Swell of DTC Brands Disrupting the Retail Landscape
Part 3: The Technology Undertow Powering Massive Changes to the Retail Industry

This report focuses on how Marketplaces have in fact “gone mainstream.” They represent a $2.1 Trillion market opportunity with 1200+ companies across the U.S and Europe. They represent over 50% of all online purchases and almost 60% of Amazon’s total revenues. Marketplaces thrive across a wide variety of verticals and expansive types of products—from habit forming daily transactions to high cost luxury experiences. This report also focuses on the Marketplace models of today and and key success factors.

Click to download AGC’s report: AGC-Marketplaces-Go-Mainstream-Dec-2020

The COVID-19 crisis has forced a once-in-a-generation shift at all levels of the real estate value chain as tenants and owners rethink how they use space and allocate strained budgets. The critical importance of real estate tech to solving the current crisis is demonstrated by unprecedented investment into real estate tech solutions, a historic spike in M&A activity and a massive run up in share prices for most public real estate tech companies.

Click to download AGC’s report: AGC-Real-Estate-Tech-Nov-2020

While the Pandemic has upended economic, political and social life across the globe, it has also poured lighter fluid on many of the trends in the supply chain software sector that have been burning hot for the past several years.

From the Amazon effect in retail eCommerce and fulfilment to the rise of automation and visibility platforms in global transportation networks, to accelerated roboticization in warehouse and distribution centers, the emergence of eCommerce as a dominating force in retail has quickened dramatically in just the last four months.

The supply chain software sector has been a clear beneficiary of these trends as investors and acquirers have continued to pour investment and M&A resources into both established and emerging companies. At the current activity levels through July 2020, we are on pace to exceed the record-breaking 2019.

Click to download AGC’s report: SCM-Market-Update-2020

Prior to COVID, annual gains in Telehealth usage were measured in basis points. The current episode has effectively compressed a decade or more of hoped-for adoption into a matter of months. From every quarter, the data keeps rolling in showing Telehealth services growing at a blistering pace. According to a study recently released by Fair Health, Telehealth claim lines increased 8,335% year-over-year during the month of April in the U.S. Telehealth is defined as the use of information and telecom tech to support long-distance clinical health care, patient and professional education, public health and health administration. Technologies include various real-time interactive communications such as mobile video and IP video conferencing as well as store-and-forward imaging, streaming media, and wireless communication between connected devices. This report takes a closer look into the market as well as companies in the ecosystem, M&A and private placement activity.

Click to download AGC’s report: AGC-Telehealth-Sep-2020

During the Covid-19 pandemic, as people are self-isolating and socially distancing, online and mobile entertainment is booming. The global games market is expected to generate revenues of $159 billion in 2020. Gaming and entertainment technologies have experienced amazing advances in the past few years with billions of dollars invested in virtual and augmented reality, 3D computer graphics, GPU and CPU processing power, and real time immersive experiences.

This report focuses on the technologies that empower the creation of games and online entertainment.

Click to download AGC’s report: Game-Tech-Whitepaper