PitchBook-2024年二季度电子商务报告（英）

$EMERGING TECH RESEARCHQ22024E-Commerce ReportVC trends and innovation spotlightsREPORT PREVIEWThe full report is available through the PitchBook Platform.CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 2ContentsInstitutional Research Group AnalysisQ2 2024 E-Commerce ReportDataMatthew Nacionales Data AnalystPublishingReport designed by Jenna O’Malley and Chloe LadwigPublished on September 17, 2024Eric Bellomo Analyst, Emerging Technologyeric.bellomo@pitchbook.compbinstitutionalresearch@pitchbook.comVertical update3Q2 2024 timeline5E-commerce landscape6E-commerce VC ecosystem market map7VC activity8Innovation spotlight17Virtual influencers18Select company highlights20Remark21Stan23CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 5Q2 2024 E-Commerce ReportQ2 2024 timelineApr 1May 1Jun 1Jun 30VC dealApril 8 Flip, a livestream & social commerce platform raises $144.0 million and acquires Curated in a move to consolidate the category.VC exitApril 17 Ibotta, a Denver-based cash back and rewards program, lists publicly on the New York Stock Exchange, but share value drops by the end of Q2 after wider-than-expected losses.NewsJune 26Amazon announces a discount storefront for low-priced goods to directly compete with China-based Temu and Shein.VC dealJune 26Fetcherr raises a $90.0 million round to support the development of its AI-powered pricing engine for the airline industry.Q2 VC deal count summary101total deals9.8%QoQ growth-18.5%YoY growth-22.5%YTD growthQ2 VC deal value summary$1.9Btotal deal value2.4%QoQ growth-34.9%YoY growth-19.9%YTD growthNewsApril 29Walmart and Roblox partner to sell physical goods directly in Roblox games.VC exitMay 10Peel, an analytics platform, is acquired by Shopify to bolster platform data capabilities.CONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 6Q2 2024 E-Commerce ReportE-commercelandscapePrepurchasePurchase venuePurchase mediumPostpurchaseHorizontal platformsCONFIDENTIAL. NOT FOR REDISTRIBUTION. PG 8Q2 2024 E-Commerce ReportVC activityE-commerce enablement investments increased QoQ, producing $1.9 billion across 101 deals, improvements of 2.4% and 9.8%, respectively. However, YoY contractions were sharper, with deal value down 34.9% and deal count down 18.5% due to a small batch of high-value deals in 2023. Since the beginning of 2023, the vertical has found a new steady state, producing an average of $2.4 billion over 111 deals. Pandemic-era, online-only shopping experiences, characterized by low interest rates, stay-at-home restrictions, and discretionary savings boosted by stimulus checks, are now in the rearview mirror. While e-commerce’s share of total retail transactions continues to rise, growth rates are in line with the prepandemic trajectory. Deal activity in Q2 reflects several key investment categories for digital commerce. Storefronts & headless APIs paced all subsegments in value with $383.8 million invested across eight deals. Fulfillment & delivery startups raised an additional $278.6 million across 17 deals while e