Online Retail in South Africa

TABLE OF CONTENTS

Executive Summary 2

Market value 2

Market value forecast 2

Category segmentation 2

Geography segmentation 2

Market rivalry 2

Market Overview 7

Market definition 7

Market analysis 7

Market Data 8

Market value 8

Market Segmentation 9

Category segmentation 9

Geography segmentation 10

Market Outlook 11

Market value forecast 11

Five Forces Analysis 12

Summary 12

Buyer power 13

Supplier power 14

New entrants 15

Threat of substitutes 16

Degree of rivalry 17

Leading Companies 18

Amazon.com, Inc. 18

Pick n Pay Stores Limited 21

Takealot Online (Pty) Ltd. 24

Woolworths Limited 25

Macroeconomic Indicators 28

Country Data 28

Methodology 30

Industry associations 31

Related MarketLine research 31

Appendix 32

About MarketLine 32

LIST OF TABLES

Table 1: South Africa online retail sector value: $ billion, 2010-14 8

Table 2: South Africa online retail sector category segmentation: $ billion, 2014 9

Table 3: South Africa online retail sector geography segmentation: $ billion, 2014 10

Table 4: South Africa online retail sector value forecast: $ billion, 2014-19 11

Table 5: Amazon.com, Inc.: key facts 18

Table 6: Amazon.com, Inc.: key financials ($) 19

Table 7: Amazon.com, Inc.: key financial ratios 19

Table 8: Pick n Pay Stores Limited: key facts 21

Table 9: Pick n Pay Stores Limited: key financials ($) 22

Table 10: Pick n Pay Stores Limited: key financials (ZAR) 22

Table 11: Pick n Pay Stores Limited: key financial ratios 22

Table 12: Takealot Online (Pty) Ltd.: key facts 24

Table 13: Woolworths Limited: key facts 25

Table 14: Woolworths Limited: key financials ($) 26

Table 15: Woolworths Limited: key financials (A$) 26

Table 16: Woolworths Limited: key financial ratios 26

Table 17: South Africa size of population (million), 2010-14 28

Table 18: South Africa gdp (constant 2005 prices, $ billion), 2010-14 28

Table 19: South Africa gdp (current prices, $ billion), 2010-14 28

Table 20: South Africa inflation, 2010-14 29

Table 21: South Africa consumer price index (absolute), 2010-14 29

Table 22: South Africa exchange rate, 2010-14 29

LIST OF FIGURES

Figure 1: South Africa online retail sector value: $ billion, 2010-14 8

Figure 2: South Africa online retail sector category segmentation: % share, by value, 2014 9

Figure 3: South Africa online retail sector geography segmentation: % share, by value, 2014 10

Figure 4: South Africa online retail sector value forecast: $ billion, 2014-19 11

Figure 5: Forces driving competition in the online retail sector in South Africa, 2014 12

Figure 6: Drivers of buyer power in the online retail sector in South Africa, 2014 13

Figure 7: Drivers of supplier power in the online retail sector in South Africa, 2014 14

Figure 8: Factors influencing the likelihood of new entrants in the online retail sector in South Africa, 2014 15

Figure 9: Factors influencing the threat of substitutes in the online retail sector in South Africa, 2014 16

Figure 10: Drivers of degree of rivalry in the online retail sector in South Africa, 2014 17

Figure 11: Amazon.com, Inc.: revenues and profitability 20

Figure 12: Amazon.com, Inc.: assets and liabilities 20

Figure 13: Pick n Pay Stores Limited: revenues and profitability 23

Figure 14: Pick n Pay Stores Limited: assets and liabilities 23

Figure 15: Woolworths Limited: revenues and profitability 27