{
  "docId": "019dd923-5e87-7479-8207-9871de845f52",
  "docSlug": "6e797928f9997e0d",
  "documentTitle": "e-Conomy SEA Unlocking the $200 billion digital opportunity in Southeast Asia",
  "authorId": "Bain",
  "authorName": "Google, Temasek, Bain",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "portrait",
  "aspectRatio": 0.707,
  "pageNumber": 34,
  "pageCount": 65,
  "prevPage": 33,
  "nextPage": 35,
  "slideType": "industry_trends",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 3,
  "notes": "Slide 34 from a Google/Temasek/Bain report.",
  "elementsJson": [
    "paragraph",
    "callout_box",
    "big_number"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e87-7479-8207-9871de845f52/34",
  "deckHref": "/decks/019dd923-5e87-7479-8207-9871de845f52",
  "deckJsonHref": "/decks/019dd923-5e87-7479-8207-9871de845f52.json",
  "deckAnchorHref": "/decks/019dd923-5e87-7479-8207-9871de845f52#slide-34",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Now that the e-Commerce sector has grown exponentially, monetization is the name of the game.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-048f-732a-ac77-14e431ea45ec",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.06,
        "x": 0.23,
        "y": 0.23
      },
      "kind": "metric",
      "text": "5M",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4c3cf478-2f6c-41c3-a5e4-32b0c3317479",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Average number of e-Commerce orders a day: 5M",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-048f-732a-ac77-1a90cc82a071",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.11,
        "w": 0.81,
        "x": 0.095,
        "y": 0.43
      },
      "kind": "paragraph",
      "text": "Keeping deliveries affordable while keeping the profits running is a big challenge for e-Commerce players. It is no surprise then that companies are increasingly turning to supply-side monetization levers to sustain growth, such as by charging marketplace sellers for value-added services, logistics and inventory management fees as well as advertising. Now that the e-Commerce sector has grown exponentially, monetization is the name of the game.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2ef52153-9e3e-4e23-8b5a-5836e674d5fa",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.145,
        "w": 0.81,
        "x": 0.095,
        "y": 0.068
      },
      "kind": "paragraph",
      "text": "Building logistics networks with reliable nationwide coverage has long been the main objective of the region's e-Commerce players. Now, companies are racing to speed up deliveries. Many e-Commerce players are moving towards next-day delivery options, with some also launching same-day deliveries in several cities for consumers who are willing to pay extra to get their groceries or last-minute buys within 24 hours.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5f0fb332-e804-4ec4-86c7-6442af8193c7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.145,
        "w": 0.57,
        "x": 0.335,
        "y": 0.17
      },
      "kind": "paragraph",
      "text": "As a result of these innovations, consumer behavior has shifted fundamentally when it comes to online shopping. Where online shopping in the past was about buying a big-ticket item such as a television or a smartphone on the cheap, e-Commerce today has become a regular shopping experience, with over 5 million orders coming in on an average day. Groceries, personal care and beauty products are becoming standard items in Southeast Asians' online shopping baskets.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c2de6d37-15b7-49cd-a301-c23a19245c23",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.085,
        "w": 0.81,
        "x": 0.095,
        "y": 0.345
      },
      "kind": "paragraph",
      "text": "As a result, the Average Order Value (AOV), or how much a consumer spends for each order, has fallen to between $15 and $20. This figure is about a quarter of the AOV in developed markets. In emerging and less urbanized areas of the region, it can get even lower, to below $10.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e192df16-b344-417e-9cbd-2fa9d5396a29",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-187e-714f-9b91-506128dbe8d0",
      "evidence": "Callout 'monetization is the name of the game' states insight",
      "confidence": 75
    },
    {
      "name": "Audience Definition",
      "slug": "audience-definition",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "078293e8-2197-4164-8b46-2f397f024c8e",
      "evidence": "Keeping deliveries affordable while keeping the profits running is a big challenge for e-Commerce players.",
      "confidence": 0.5
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 43,
      "from": 27,
      "beatId": "019dd95a-07a6-74c7-9027-3726981ab46f",
      "arcName": "The Onion",
      "arcSlug": "onion",
      "beatName": "Deeper Layer",
      "beatSlug": "onion-deeper-layer",
      "evidence": "Beyond Metros + sector evolution + engagement heatmap",
      "position": 3,
      "confidence": 78,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    },
    {
      "to": 43,
      "from": 17,
      "beatId": "019dd95a-07a6-74c7-9027-4bdb18ce9735",
      "arcName": "The Sparkline",
      "arcSlug": "sparkline",
      "beatName": "What Is",
      "beatSlug": "sparkline-what-is-3",
      "evidence": "Today's country and sector reality",
      "position": 3,
      "confidence": 62,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 40,
      "from": 31,
      "name": "Zoom In",
      "slug": "06-zoom-in",
      "bestFor": "Technical deep-dives, case studies, detailed analysis",
      "matchId": "019dd95a-08f7-737a-a002-2e7a84b62eac",
      "evidence": "Sequential sector deep-dives: e-Commerce, Ride Hailing, Food Delivery, Online Media, Online Travel.",
      "position": 5,
      "objective": "Zoom into each Internet economy sector individually",
      "structure": "The Big Picture -> Key Area of Focus -> Specific Detail -> Implication",
      "confidence": 78,
      "description": "Start broad, then progressively focus on specific details that prove your point"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}