Рынок маркетплейсов переходит в фазу зрелости: рост за счет крупных игроков, а не новых селлеров - пишет Ъ
📊 Ключевые цифры(1кв2025)
🔍 Тренды:
1️⃣ Рост за счет укрупнения
2️⃣ Снижение числа новичков
3️⃣ Риски для маркетплейсов
💬 Прогноз:
📌 Вывод:
Эпоха "легких денег" на маркетплейсах заканчивается — теперь успех требует серьезных вложений и масштабирования.
#маркетплейс #вб #озон #яндексмаркет #пвз
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BY OFD24 | ККТ, Маркировка, ЕГАИС, Меркурий, Честный ЗНАК, ДМДК, СБП, ЦТО, ОФД, 1С
Importantly, that investor viewpoint is not new. It cycles in when conditions are right (and vice versa). It also brings the ineffective warnings of an overpriced market with it.Looking toward a good 2022 stock market, there is no apparent reason to expect these issues to change.
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
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