1、E-Commerce Sector BriefHarris Williams|Q4 2024The e-commerce landscape continues to experience sector disruption,prompting companies to adapt their playbooks.2Q4 2024:Key Trends ObservedHappening in E-Commerce Right NowBrand Awareness is a Priority“Increasing brand awareness and consideration remain

2、s one of our single biggest opportunities in almost every market in which we operate.”Calvin McDonald,CEO of Lululemon AthleticaAugust 2024 Earnings CallHard Goods Market Stabilizing“We would characterize hard goods as having stabilized and being broadly flat on a quarter-to-quarter basis.I think th

3、e positive signals that were seeing from hard goods is that weve reached a level of stability,which is indicated to us by active customer growth sequentially Q1 to Q2 for the first time since Q1 of 23.”David Reader,CFO of ChewyAugust 2024 Earnings CallGlobal E-Commerce Opportunity“We have a fantasti

4、c marketing opportunity to go deep in high-potential countries that were going to pursue over time.We sell internationally,but we havent even come close to fully capitalizing on the potential of international.As we think about the revenue opportunity of our company,theres so much there.And the compe

5、titive set overseas is so much more limited.”Trina Spear,CEO and Co-Founder of FIGSAugust 2024 Earnings CallCapitalization on Supply Chain Management“I would like to thank our team for managing and neutralizing the ongoing risks in the dynamic supply chain environment.We anticipate that the end resu

6、lt of these efforts and the momentum we are seeing puts us on pace to deliver record-high gross margins for the full year.Our top line and gross margin execution continued to support our long-term growth and strategic investments while also delivering upside to the bottom line.Matthew Reintjes,CEO o