CBInsights-零售科技现状21年第一季度报告：值得关注的投资和行业趋势（英文）-2021.5-59页_5mb

State of Retail Tech Q1'21 Report Summary

Core Content

The State of Retail Tech Q1'21 Report provides an overview of investment trends, market drivers, and sector-specific developments in the retail technology space. It highlights the shift toward digital transformation, with a focus on omnichannel integration, personalization, sustainability, and supply chain optimization. The report also includes key M&A activity and notable investments by major tech players.

Main Points

Overall Retail Tech Trends

• Investment Shift: Retail tech investment is moving toward a post-pandemic world, emphasizing omnichannel strategies, digital store experiences, and faster fulfillment.
• Funding Growth: Retail tech funding reached its fastest growth in 5 years, with $28.9B raised in Q1'21, a 300% YoY increase.
• Deals Increase: Deals in Q1'21 rose by 7% compared to the same period last year, with a 2% decline from Q4'20.

Market Drivers

• Omnichannel Tech: Retailers are integrating omnichannel technologies to enhance the in-store experience and connect customer journeys across digital and physical platforms.
• Personalization: Personalized e-commerce experiences are becoming a priority, with increased investment in personalization tools.
• Sustainability: Sustainability is a key focus, with brands and retailers investing in technologies that reduce emissions, optimize resources, and increase transparency in their supply chains.

Sector-Specific Trends

• In-Store Tech: In-store tech funding doubled QoQ to $2.2B, with a focus on improving store operations, employee communication, and customer engagement.
• E-Commerce: E-commerce tech funding rose by 73% from the previous quarter to $11.7B, driven by the need for personalized online experiences.
• Loyalty & Rewards: Investment in loyalty & rewards tech increased by 7% YoY, though deals declined by 33%.
• Cybersecurity: Cybersecurity funding was down 14% QoQ but up 37% YoY, reflecting growing concerns about online fraud and data privacy.
• Supply Chain & Logistics: Investment in supply chain and logistics tech reached $8.6B, with a focus on visibility, efficiency, and last-mile delivery.
• On-Demand & Meal/Grocery Delivery: On-demand delivery funding increased by 50% to $6.1B, and meal and grocery delivery tech saw a 120% YoY increase.

Key Information

Top Retail Tech Investments in Q1'21

Notable M&A Activity

• Uber acquired Drizly for $1.1B to expand its presence in the alcohol delivery market.
• Tata Group acquired Big Basket for $1.3B to strengthen its online grocery delivery offerings.
• Reliance Industries acquired Milkbasket for $40-43M for early morning deliveries.
• Warung Pintar acquired Bizzy for $45M to enhance its B2B marketplace capabilities.
• Jungle Scout acquired Downstream to expand its Amazon advertising technology portfolio.
• Arfa acquired Yaguara and renamed the company Chord, focusing on headless commerce and business intelligence.

Major Tech Investments

• Amazon's Acquisitions:
  • Selz (2/16/2021): E-commerce platform for small businesses.
  • Perpule (3/30/2021): Helps Indian stores get online.
• Amazon's Investments:
  • Deliveroo (1/17/2021): Food delivery company.
  • Rivian (1/19/2021): Electric vehicle company for delivery vans.
  • MyGlamm (3/18/2021): On-demand beauty and spa services.
  • Cameo (3/30/2021): Celebrity video platform.
• Alibaba's Investments:
  • Seeshion Tech (1/25/2021): Video production for platforms like TikTok and Taobao.
  • Zowee Soft (1/28/2021): Custom home improvement products.
  • Caihuasuan (2/26/2021): Fresh food supply chain and logistics.
  • Leyan Tech (3/15/2021): Natural language processing in e-commerce.
  • Nice Tuan (3/31/2021): Group buying online grocery platform.

Retail Tech Sector Highlights

• In-Store Tech: Companies like Foko Retail and Zipline are helping retailers manage store operations, employee training, and performance assessments.
• E-Commerce Tech: Bloomreach and Compat.io are leading in personalized online experiences with AI and automation.
• Loyalty & Rewards: Yotpo and SuperSmart are enhancing customer loyalty through personalized recommendations and discounts.
• Cybersecurity: Focus on protecting digital assets with tools for identifying vulnerabilities and training the workforce.
• Supply Chain & Logistics: Investments in on-demand warehousing, micro-fulfillment, and last-mile delivery are increasing.
• On-Demand & Meal/Grocery Delivery: Companies like GoPuff, Xingsheng Selected, and Lalamove are driving fast delivery solutions.

Conclusion

The Q1'21 report underscores a strong shift toward digital and omnichannel strategies in the retail tech sector, driven by the need for efficiency, personalization, and sustainability. Major tech companies like Amazon and Alibaba are actively investing and acquiring to expand their presence in the market. The report also highlights the importance of cybersecurity and the growing demand for on-demand and meal/grocery delivery solutions.