E- COMMERCE IN EUROPE & PORTUGAL



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E- COMMERCE IN EUROPE & PORTUGAL ALEXANDRE NILO FONSECA President, ACEPI Portuguese E- Commerce Associa?on Board Member, EMOTA European Mul?- Channel and Online Trade Associa?on alexandre.n.fonseca@acepi.pt Conferência Crescer com o ecommerce Lisboa, 13.10.2014

ACEPI: Who Are We? Founded in 1999, ACEPI is a na?onal trade associa?on focused on the promo?on and development of the Digital Economy in Portugal. ACEPI s members include leading online shops, telecom operators, service providers of payments, logis?cs and transporta?on, media and digital marke?ng, cloud and registars. Página 2

STRATEGIC FOCUS PROMOTE EDUCATE MEASURE GUIDE REPRESENT DRIVE GROWTH MINIMIZE BARRIERS Página 3

KEY AREAS OF ACTIVITY Página 4

INTERNATIONAL REPRESENTATION AND PARTNERSHIP European Multi- Stakeholder Forum on e- Invoicing Página 5

NATIONAL REPRESENTATION AND PARTNERSHIPS Página 6

TRUSTMARK PROGRAM ACEPI manages the only Portuguese E- commerce Trustmark Programme Online Trust (Confiança Online) Some of the most relevant websites own the ACEPI Trustmark including online stores, banks,?cke?ng, public e- procurement, emarketplaces, etc ACEPI is the Portuguese partner of the European Trustmark Página 7

ACEPI: Key Ini?a?ves ACEPI Awards: XXI Century Navigators 18 categories including best ecommerce site, ebusiness, digital marke?ng, mobile, social media, Digital SMEs, egovernment, Cloud, etc Recogni?on of Companies and Campaigns Recogni?on of life?me carriers, people and contribu?ons to the development of Digital Economy and Informa?on Society Página 8

ACEPI: Key Ini?a?ves Portugal Internet Week 22-29 October 2014: E- Show Lisboa 14 22-23 OCtober Internet Shopping Day 14 24 October Award Ceremony Navegantes XXI 14 Portuguese Digital Economy Annual Study ACEPI@Academy Seminars Página 9

ACEPI: Key Ini?a?ves e- Show Lisboa Part of eworld that also takes place in Barcelona, São Paulo, Madrid and Bogotá. 2 days event + 70 Seminars/Workshops + 100 Speakers + 40 Exhibitors +4.500 professional visitors 2 Auditoriums Master Class Area Startup Area Digital SMBs Area Página 10

ACEPI: Key Ini?a?ves Digital SMB Program Ini?a?ve of the Ministry of Economy and Employment promoted by ACEPI and IAPMEI Objec?ve: +30.000 new companies in the internet in 3 years The most relevant technologies to start your online business at reduced cost Roadshow at na?onal level Manual Start your online Business www.pmedigital.pt Free Number 800 100 763 Página 11

ACEPI: Key Ini?a?ves Portuguese NaYonal Forum on einvoicing ACEPI and Ministery of Finance ini?a?ve Promote the adop?on of einvoicing in Portugal in Public Administra?on, companies and consumers Brings together the na?onal all Stakeholders from public and private sectors The Portuguese NaYonal Forum on einvoicing is part of the European Mul?- Stakeholders Forum on E- Invocing Página 12

ACEPI: Key Ini?a?ves ACEPI organizes the Mobile Forum Portugal in partnership with the Mobile MarkeYng AssociaYon and APDC, the Portuguese AssociaYon for the Development of TelecomunicaYons Conferencia Crescer com o e- commerce - Lisboa, 13.10.2014 Página 13

ACEPI: Key Ini?a?ves Conference DIGITAL ECONOMY AND LAW ACEPI helds this conference in partnership with the Portuguese Lawyers Bar Associa?on. During two days na?onal Portuguese and interna?onal experts and speakers debated the most relevant trends and challenges of the Law in the Digital Economy. Topics addressed included WEB 2.0 Services; Patents; ISPs and holders of IP rights (the year of convergence?); Domains and Internet governance (trends); Privacy, Personal data and business email; Cloud Compu?ng; Electronic Public Procurement; Cybercrime; Online Banking; Mobile; Angola and Mozambique; Online Consumers protec?on; Online Games; Adver?sement; E- Invoice; and E- Government- Dematerializing Processes in Public Administra?on. Página 14

DIGITAL ECONOMY IN PORTUGAL (2012-2017) 6.7 million internet users in Portugal (64% Pop.) Expected 8.4 M in 2017 (80% Pop.) 2.5 million online buyers in Portugal (24% pop.) Expected 3.5 M in 2017 (35% pop.) 1.4 million domains registered in Portugal 2.7 million mobile devices sold in Portugal, including Laptops, Tablets & Smartphones (96% of Internet access devices). Expected 4.9 million in 2017 (98% of total) 2.4 billion of B2C purchases (1.5% of GDP). 4 billion in 2017 (2.5% of GDP) 10 billion of ATM services payments. 1,500 ATM per million/inhab. 36.7 billion of B2B/B2G purchases (24% of GDP). Expected 69 billion in 2017 (43% of GDP) 49 billion of e- Commerce in all channels, including B2C, B2B/B2G and ATM. (31% of GDP) Source: ACEPI/IDC Página 15

Opportunity for Portugal Consumers in Portugal are increasingly more digital and mobile. By the end of this year, almost 70% will be online using broadband connections. Portugal is a reference in e-government (top3 worldwide) However the majority of Portuguese companies, specially SME, are not using the full potential of the digital revolution: Only 6% of micro-enterprises (<10 employees) receive online orders. These companies represent more than 95% of the market Only 35 % of large companies (>250 employees) use the Internet to receive orders There is still a huge opportunity for portuguese companies to benefit from cross-border e-commerce Página 16

ECOMMERCE TURNOVER IN EUROPE IS 850B Billion 350 300 250 200 E- commerce turnover by region 150 167 215 185 209 249 284 253 259 193 Growth 352 Europe +17% 338 Asia Pacific +30% 301 318 N. America +12% 100 122 50 84 15 20 33 45 56 R ROW +26% 2009 2010 2011 2012 2013 Source: EMOTA, 2014 Note: B2C E- commerce turnover includes online travel, digital downloads and event Bckets; excludes online gaming and financial services Página 17

UK, FRANCE AND GERMANY ACCOUNT FOR 60% OF EUROPEAN E- COMMERCE European E- commerce turnover by country 2013 ( billion) Other Eastern Europe Spain Benelux Austria/ Switzerland Russia Italy Scandinavia 14 18 18 12 UK 13 16 20 33 50 51 107 France PORTUGAL 2.6B Germany Source: EMOTA, 2014 Note: B2C E- commerce turnover includes online travel, digital downloads and event Bckets; excludes online gaming and financial services Página 18

E- COMMERCE IS GROWING VERY FAST THROUGOUT EUROPE +35% E- commerce growth by country in 2013 +33% +30% +28% +25% +22% +20% +16% +16% average +17% +15% European +15% +14% +14% +13% +11% growth +10% +5% +0% PORTUGAL 11% Source: EMOTA, 2013 Página 19

CROSS - BORDER ONLINE SALES WILL GROW TWICE AS FAST AS DOMESTIC SALES Billion European E- Commerce market forecast CAGR 13-18 578 600 535 491 Cross- 116 +21% border 500 446 99 402 83 69 350 400 56 300 44 200 346 306 100 377 407 436 462 Domestic +9% 0 2013 2014 2015 2016 2017 2018 Source: EMOTA, 2013 Página 20

HOWEVER, ONLY 11% OF CONSUMERS CURRENTLY SHOP ONLINE ACROSS BORDERS DomesYc vs. cross- border internet purchases 35 30 Cross- border 25 20 15 Digital Agenda target 2015 GAP 10 EU avg. 2012 5 Source: Eurostat, 2013 10 20 30 40 50 60 70 DomesYc Página 21

IN FACT, CONSUMERS ARE MORE WORRIED ABOUT INTERNATIONAL DELIVERY Long delivery Ymes Returns Guarantee No delivery Payment security Data privacy Uncertainty on rights Concerns about cross- border vs. domesyc online purchases 0% 5% 10 % 15% 20 % 25% 30% 35% % domestic % increase cross- border Source: Civic ConsulBng/TNS, 2011 Note: % of consumers reporbng concerns about buying products online in their own country vs. in another EU country (sample: 29.010 individuals) Página 22

IN ADDITION, ONLY 25% OF RETAILERS SELL ACROSS BORDERS 50% ProporYon of retailers selling in at least one other EU country 40% 30% 25% 20% EU average 10% 0% Source: TNS, Flash Eurobarometer 359, 2013 Página 23

IN FACT, MANY RETAILERS ARE DETERRED BY LEGAL/TAX AND PAYMENTS ISSUES Barriers to cross- border sales for retailers Different consumer laws Risk of fraud/non- payments Geographic distance Different tax regulayons Delivery costs Complaints resolution Own restricyons Customer service Language differences Source: TNS, Flash Eurobarometer 359, 2013 Note: % of retailers reporbng obstacles to cross- border sales to other EU countries 0% 10% 20% 30% 40% 50% Página 24

THE CROSS- BORDER PARCEL DISTRIBUTION MARKET IS HIGHLY CONCENTRATED Billion European parcel market 60 53.4 CAGR 50 43.6 47.2 Cross- 31% border +6% 40 29% 30% Cross- border market shares Other 30 69% 20 70% Domestic +4% 71% 10 0 2009 2011 2014 Source: ATKearney 2012, European Commission 2013 Página 25

CROSS- BORDER DISTRIBUTION PRICES ARE TWICE AS HIGH AS DOMESTIC ONES 30 DomesYc and cross- border parcel distribuyon prices 25 20 15 10 Cross- border Domestic 5 - Source: FTI, 2011 Note: DomesBc and weighted average cross- border prices for 1 kg. parcels Página 26

BESIDE LOW PRICES, CONSUMERS WANT EASY RETURNS AND TRACK & TRACE RelaYve importance of delivery offerings Price of delivery Ease of returns Track & trace Security of delivery Delivery windows Delivery notifications Express delivery Same- day delivery Alternate delivery Dynamic rerouyng Basics Value- added services Premium services 0% 10% 20% 30% 40% 50% 60% 70% 80% Source: BCG, 2013 Note: survey of 1,500 consumers in late 2012 - % of respondents top 3 answers Página 27

OPERATORS NEED TO PROVIDE ADVANCED SERVICES TO SUIT CONSUMER NEEDS Easy returns Track & trace Fast delivery soluyons Fixed Yme windows Click & collect Parcel lockers Página 28

THE EUROPEAN PAYMENTS MARKET IS ALSO HIGHLY CONCENTRATED European payments market Billion 50 50 45 40 35 30 25 20 15 10 5 0 33 10% 34% 55% 37 6% 40% 53% 5% 3% Internet/mobile Cheques 45% Credit/debit cards 47% 2005 2010 2015 Bank transfers Europe cards market shares Other Source: ATKearney 2013, Nilson Report 2013 Página 29

PAYMENT TRANSACTION COSTS VARY WIDELY BY COUNTRY Comparison of payment transacyon costs by country 1,4 1,2 1,0 Cost per transacyon ( ) 0,8 0,6 0,4 EU average 0,2-100 Source: McKinsey, 2013 200 300 400 500 600 700 Payment costs per capita ( ) Página 30

PAYMENT METHODS NEED TO BE TAILORED TO SPECIFIC NATIONAL PREFERENCES 100% 80% 60% 40% 20% 0% Online payment methods by country Other Invoice COD Online payment Bank transfer Debit card Credit card Source: Civic ConsulBng/TNS, 2011 Página 31

EU LEGISLATION IS HARMONIZING CONSUMER LAWS ACROSS EUROPE Consumer Rights DirecYve Common European Sales Law (CESL) E - Commerce AcYon Plan Payments Services DirecYve Roadmap on Parcel delivery RegulaYon on Data ProtecYon DirecYve on ADR/ RegulaYon on ODR Online Trustmarks Página 32

DISTANCE SALES RULES HAVE BEEN STANDARDIZED IN ALL EU COUNTRIES CONSUMER RIGHTS DIRECTIVE: Standard withdrawal right: Withdrawal period: 14 days Reimbursement within further 14 days Price transparency: No pre- Ycked boxes for extra services No payment / telephone surcharges InformaYon requirements: Order buwon with obligayon to pay Delivery/payment restricyons indicated before order Página 33

INDUSTRY PLAYERS WILL NEED TO IMPROVE INFORMATION ON DELIVERY SERVICES EC ROADMAP ON CROSS- BORDER PARCEL DELIVERY Increase transparency and informayon: Delivery and return op?ons Price comparison Service level performance Improve availability, quality and affordability: Inter- operability and open interfaces Cross- border track&trace, labelling and returns Enhance complaint handling and redress mechanisms: Coopera?on between industry players Promotion of alterna?ve dispute resolu?on Página 34

EMOTA HAS DEVELOPS AN EUROPEAN TRUSTMARK FOR CROSS- BORDER SHOPPING European harmonizayon of nayonal trustmarks Harmonize codes of conduct Accredit national trustmarks Promote European trustmark Página 35

THANK YOU! QUESTIONS? alexandre.n.fonseca@acepi.pt Conferência Crescer com o ecommerce Lisboa, 13.10.2014