1. AliExpress: An opportunity for Central and Eastern Europe

2. Today’s Agenda E-Commerce Lessons from China1 2 2
E-Commerce Lessons from China
AliExpress: An Introduction
Our Social Commitments
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2018/11/9

3. Change is the law of life and of the digital age…
“…E-commerce is rapidly becoming a traditional business; pure e-commerce players face tremendous pressure…” Jack Ma
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2018/11/9

4. 1
E-Commerce Lessons From China

5. E-commerce now ~16% of China’s total retail sales
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2018/11/9

6. China is leading all other regions in terms of e-commerce
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2018/11/9

7. Outbound e-commerce trade (RMB 100mns)
Cross-border e-commerce is growing particularly fast
34% CAGR growth expected in Chinese outbound e-commerce between now and 2020
Outbound e-commerce trade (RMB 100mns)
Confidential
Source: AliResearch
2018/11/9

8. Mobile is quickly replacing desktop as preferred
method for users to engage with internet
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2018/11/9

9. Average user opens Taobao mobile shopping app > 7x
a day because it is entertaining and social
Confidential
Source: Taobao
2018/11/9

10. Related industries are also evolving (quickly)
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2018/11/9

11. Meaning China is a leader in the “new finance”
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Source: Financial Times
2018/11/9

12. But the “new finance” is not just payments
Wealth Management
Credit rating
Insurance
Credit services
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Source: Alipay
2018/11/9

13. China is also developing a “new logistics”
Cainiao’s platform based logistics model allowed over 12bn packages to be
delivered in the year ending March 2016:
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2018/11/9

14. All this is made possible by big data
Alibaba big data enabled ecosystem:
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15. So how to thrive in this changing environment?
1) Embrace mobile to better engage with your users
2) Give your users more than just a shopping experience; entertain
3) Be the disruptor; no industry is safe from change in the digital age
4) Big data is the new natural resource; use it to make better decisions
Alibaba compare to Walmart:
Another resource:
Resource: (Officially from Alibaba group)
Zero Hedge:
Confidential
2018/11/9

16. 2
AliExpress

17. With a 7 year journey to 100mn buyers
2013
2012
Dec 2012
2011
Jul 2010
Sep 2009
2017
Apr 2010
Test version of AliExpress is launched
Over 100k sellers on AliExpress
AliExpress becomes the number one online shopping platform in Russia
Sellers with annual sales over $10m start to appear
AE Russia established
AliExpress is launched
Localized Brazilian site established
AliExpress reaches 100 million buyers
Mar 2015
France becomes a top five market
Nov 11st 2015
Over million cross-border orders
Confidential
2018/11/9

18. AliExpress is increasingly mobile
AliExpress is one of the most downloaded apps on both iTunes and Google Play:
iTunes: AliExpress is ranked number one in 23 markets, and among the top five in 102 markets.
Google Play: AliExpress is ranked number one in 22 markets, and among the top five in 66 markets.
Editors’ Choice: AliExpress app given Google Play Editor’s Choice award in January 2017
Confidential
2018/11/9

19. Including in the Central & Eastern Europe region
AliExpress desktop and mobile penetration is increasing across Central and Eastern Europe:
Top 3 retail website and Google Play top 3 most downloaded retail apps in Hungary
Top 3 retail website and Google Play top 3 most downloaded retail apps in Poland
Top 3 retail website and Google Play top 5 most downloaded retail apps in Czech Republic
Top 3 retail website and Google Play top 3 most downloaded apps in Slovenia
Confidential
Sources: Alexa, Sensor Tower as of May 11th 2017
2018/11/9

20. With entertaining, socially focused content
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2018/11/9

21. AE enables innovative new payment methods
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2018/11/9

22. That improve our buyers’ experience
AliExpress Netherlands payment success rate increased over 5% after Ideal was added as a payment method
Confidential
2018/11/9

23. AE manages complex logistics challenges at scale
Single’s Day 2015 ( ):
On this day, AliExpress produced ~$36 million cross-border orders covering 224 countries and territories, a new record in the company’s history.
Logistics:
AliExpress uses a global network of logistics partners and Cainiao’s data driven logistics platform to meet the challenge of delivering packages at such large volume.
Confidential
2018/11/9

24. 3
Our Social Contribution

25. Smarter shopping, better living in Russia
Video：
There is one blogger who has a real story. Her grandma has hearing problems. She needed a hearing device. But because she lives in a village there is not much choice. The devices in offline shops cost 50 usd, but on AliExpress you can find it for 6 usd. So the blogger bought it for her grandma, they even went to check with the doctor if the device was fine. All is well now, they don’t need to shout when they talk with grandma, she can hear much better.
Confidential
2018/11/9

26. Improving logistics capability in Russia
AliExpress collaborated with Russia Post to improve their logistics capability and reduce a 2-3 month backlog; improving daily packages processed by over 7x
Video：
There is one blogger who has a real story. Her grandma has hearing problems. She needed a hearing device. But because she lives in a village there is not much choice. The devices in offline shops cost 50 usd, but on AliExpress you can find it for 6 usd. So the blogger bought it for her grandma, they even went to check with the doctor if the device was fine. All is well now, they don’t need to shout when they talk with grandma, she can hear much better.
Confidential
2018/11/9

27. Supporting the UN SDG through Ant Forest
Video：
There is one blogger who has a real story. Her grandma has hearing problems. She needed a hearing device. But because she lives in a village there is not much choice. The devices in offline shops cost 50 usd, but on AliExpress you can find it for 6 usd. So the blogger bought it for her grandma, they even went to check with the doctor if the device was fine. All is well now, they don’t need to shout when they talk with grandma, she can hear much better.
Confidential
2018/11/9

28. Thank You
Mobile App