E-commerce & Varejo
Lojas online, dropshipping, D2C e marketplaces
Markets:
5
Avg score:
68
2
Critical
1
High
2
Medium
0
Low
Critical
95
Generic Dropshipping
Margins destroyed by Temu and Shein. Impossible price competition with players that have integrated supply chains and billions in capital.
↓↓ Collapse
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Critical
80
Quick Commerce
10-30 minute delivery. Gopuff, Getir, and similar burning billions. Unit economics still unproven.
→ Stable
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High
72
Subscription Boxes
Birchbox, Blue Apron, and similar with high churn. Model lost appeal post-pandemic.
↓ Falling
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Medium
55
Social Commerce
Sales via TikTok, Instagram, and WhatsApp. TikTok Shop growing exponentially.
↑ Rising
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Medium
40
Re-commerce / Used Goods
Second-hand market growing with sustainability. ThredUp, Poshmark, and similar consolidating.
↑ Rising
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