James Kopelman is a vice president covering the internet and eCommerce sectors. He joined TD Cowen in 2017 as an associate. Prior to joining TD Cowen, Mr. Kopelman worked as an associate covering media at JPMorgan and has previously worked in equity research covering media since 2011. Mr. Kopelman holds a BA in Spanish…
723 Search Results for “ecommerce”
THE COWEN INSIGHT Cowen’s research team published its 5th annualeCommerce Disruption report—a deep dive known for its thoughtful framework and approach for quantifying eCommerce’s penetration across all retail sectors. In the report, Cowen has updated its USeCommercevertical model, suggesting total sales of $932BN…
THE COWEN INSIGHT Our new non-US surveys suggest Amazon’s eCommerce opportunity outside the US is larger than the Street appreciates. While non-US Prime penetration lags the US, our data gives us reasons to be optimistic about rising non-US subs, given outsized adoption by younger cohorts in UK, Germany Japan. While Amazon’s non-US business…
Our new proprietary U.S. eCommerce vertical model suggests accelerating growth in '17 (third year in a row). eCommerce disruption is still early days, as most large verticals (Apparel, Auto, Grocery) are in early/mid stages of eCommerce disruption per our analysis. As over-retailed verticals shut doors, AMZN, which accelerated its fulfillment footprint in '16, should benefit, among others.
THE COWEN INSIGHT In our 4th annualeCommercestudy, we find the sector reflecting outsized growth. Our updated USeCommercevertical model suggests eCommerce sales will reach $1TN in ’22, roughly 2 years ahead of our prior estimate. This is likely because COVID-19’s impact on consumer behavior has some permanence. We estimate USeCommercesales of $867BN in…
Cowen raised its L-T US eCommerce forecast and now expect accelerating US eCommerce growth in ’18, the 5th year in a row, driven by Consumables, Home and Food & Bev, per our US eCommerce vertical model. Our new retail store closure database suggests ~7,100 doors shut for key chains/brands in ’17 and retail store closures are expected to accelerate in ’18 per C&W. AMZN remains our top pick in '18.
John Blackledge, Internet and New Media analyst, discusses his latest Ahead of the Curve report, US eCommerce Disruption 4.0: Pandemic Impact Has Staying Power, which helps investors quantify eCommerce’s disruption in each retail vertical. He discusses the impact of COVID-19, forecasts US…
THE COWEN INSIGHT This is part IV of a collaborative series examining the global robotics landscape see parts one, two, and three. Climate change is a universal threat that companies are now beginning to formally prepare for and combat. The tools employed will be broad.
THE COWEN INSIGHT Our third annual proprietary Gen Z and Millennial survey of consumers aged 18-34 across six sector verticals indicates that younger consumers are reshaping the consumer sector landscape. Survey results illustrate transformational shifts in spending power and variance in spending preferences. The theme of sustainability continues to resonate widely with younger consumers. This is empowering…
This video gives an overview of the report Digitization Opening Up A Whole New (Old) World. Accelerated digitization across non-discretionary retail verticals presents a +$19 billion revenue opportunity for payments processors. Growth in eCommerce is expected to increase in 2021. Continued investment in…
Executive Summary – Joe Giordano Part II of our robotics series dives into the fast-growing warehouse/logistics market (see Part I, focused on traditional industrial robotics, HERE), which World Robotics expects to expand from ~$4B today to over $22B by 2022. We leveraged our recent partnership with MassRobotics – a leading, non-profit hub for robotics startups –…
Oliver Chen, Retail and Luxury Analyst discusses his forecast for holiday 2020 sales, the role eCommerce will play and how home, electronics, sporting goods, luxury and apparel will fare. He identifies several positive themes as well as key risk factors. Press play…
Load More