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27
The chart highlights the scale of digital advertising (Online advertising, Search ads, Amazon ads) relative to traditional retail costs.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
28
The chart uses a red bar for the USA to draw focus, while other countries are in grey.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
29
The chart uses a stacked bar format to distinguish between shopping centers/malls and stand-alone retail, though the legend colors in the chart body for non-USA countries are greyed out.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
30
The chart illustrates the 'retail apocalypse' and the rise of e-commerce logistics infrastructure.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
31
The chart illustrates a rapid acceleration in warehouse expansion starting around 2019.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
32
The chart uses a dotted line for historical data and a solid line for more recent data, likely indicating a reporting change or data source shift.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
33
The chart uses a dotted line for historical 'Other' revenue (predominantly ads) and a solid red line for the transition to explicit 'Ads' reporting.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
34
The chart illustrates the structural shift in advertising spend from traditional media to digital platforms.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
35
The chart highlights the high profitability and low capital intensity of the Ads business compared to AWS and the overall Group.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
36
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
37
The slide uses a series of circles to present company-specific revenue data followed by a summary of the underlying business model drivers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
38
The chart highlights the emergence and growth of 'Retail' media as a distinct category starting around 2020.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
39
The slide uses a quote to illustrate the dependency of retailers on promotional money from manufacturers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
40
The chart illustrates the trend of Chinese manufacturers bypassing traditional retail channels to sell directly to consumers on Amazon.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
41
The slide highlights Anker's success as a brand built on the Amazon marketplace.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
42
The chart illustrates the growth of Shopify relative to Amazon Marketplace.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
43
The chart illustrates the disruption of traditional fast fashion incumbents by a digital-native competitor.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
44
The chart highlights Shein's rapid revenue growth starting from 2018, contrasting with the more stable or fluctuating growth of traditional fast fashion retailers.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Precedent1 hit
45
The slide uses a process-like flow to show the evolution from traditional fast fashion (Zara) to internet-native fast fashion (Shein).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
46
The chart illustrates the impact of technology (UPCs, barcodes, computers) on retail inventory management.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
47
The chart illustrates the shift from broadcast/cable dominance to the proliferation of streaming content.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
48
The chart shows a long-term downward trend in the reach of the most popular TV shows.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
49
2022 Benedict Evans 2022 The New Gatekeepers2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
50
The chart illustrates a long-term trend of growth followed by a sharp recent decline in traditional TV consumption.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Pattern Hunter1 hit
51
The chart illustrates the disruption of the physical rental market by digital streaming services.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
52
The chart highlights the convergence of spending between traditional media giants (grey) and tech platforms (red).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
53
The chart highlights the rapid growth of Disney's streaming services relative to Netflix's established trajectory.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
54
The chart uses a diverging bar structure to show the contrast between a profitable incumbent/disruptor (Netflix) and the heavy investment losses of a legacy player (Disney) entering the D2C space.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
55
The chart uses color to distinguish between legacy media companies (grey) and new entrants (red).2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit
56
The chart highlights YouTube's growing content spend relative to traditional media giants.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Before After1 hit