The Amazon effect Amazon vs Walmart Market Cap 2008-2018 $1,000 $900 $800 $700 $600 USD Billion $500 $400 $300 $200 $100 $0 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Walmart Amazon Amazon’s market cap has trebled over the last 2 years Source: Bloomberg, July 2018. BONDVIGILANTES
A Farewell to Shops? Internet Sales as a % of Total Retail Sales (UK) 25% 20% 15% 10% 5% 0% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 Source: Office for National Statistics, May 2018. BONDVIGILANTES
Online Winners & Bricks & Mortar survivors 2007 vs 2016 % Share of Internet Retail in Total Retail 25% 20% 15% 10% 5% 0% Consumer Consumer Apparel and Consumer Personal Beauty and Home and Pet Care Tissue and Alcoholic Packaged Electronics Appliances Footwear Health Accessories Personal Garden Hygiene Drinks Food Cosmetics 2007 2016 Source: Euromonitor International, 2016. BONDVIGILANTES
From going online – to living online? Expected global retail e-commerce sales 2014-2021 6,000 5,000 4,000 USD Billion 3,000 2,000 1,000 0 2014 2015 2016 2017 2018* 2019* 2020* 2021* Source: eMarketer, March 2018. *Predicted data. BONDVIGILANTES
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