💹The Market Opportunity
How big is this market?
E-commerce has become a cornerstone of the global economy, with a total market value exceeding $5 trillion in 2023 and projected to grow at a compound annual growth rate (CAGR) of 9.6% through 2027. This growth is driven by rising consumer adoption of online shopping, advancements in technology, and increasing interest in decentralized and social commerce solutions.
TAM, SAM, and SOM Analysis
The global B2C e-commerce market was valued at over $5 trillion (GMV) in 2023, projected to grow to $7.3 trillion by 2027. (Statista - Global Ecommerce Report 2023). This includes all retail e-commerce activities globally.
Total Addressable Market (TAM): Social commerce and decentralized platforms represent a subset of this market, estimated at $1.3 trillion (GMV). (McKinsey - Social Commerce Growth) $913 billion (GrandView Research) This includes social-driven shopping trends, blockchain adoption, and Web3-integrated solutions.
Zeo competes in the social commerce ecosystem (e.g., TikTok Shop, Pinduoduo, Depop, Facebook Marketplace), not traditional e-commerce giants like Amazon.
The rapid adoption of social-driven shopping, creator-led commerce, and peer-to-peer selling makes this the most relevant market.
Serviceable Addressable Market (SAM): 1% of the TAM, amounting to approximately $13 billion (GMV) should be addressable considering the full adoption of Social Commerce channels, incumbent market penetration and Zeo's target geographies.
Increasing demand for decentralized shopping experiences.
Growing interest in Web3-powered marketplaces & crypto payments.
More consumers prefer blockchain-based transparency & lower fees.
Serviceable Obtainable Market (SOM): 1% of the SAM amounting to $130 million (GMV) should be obtainable considering the resource crunch yet Zeo’s unique combination of group buying, crypto integration, and tailored solutions for SMBs. This translates to $13 million revenue considering 10% marketplace take rate (Amazon Marketplace Fee) by year 2027.
This target focuses on
Social shoppers seeking affordability and engagement.
Crypto enthusiasts valuing transparency and decentralized commerce.
SMBs aiming for lower fees and better visibility.
Averaging a 10% marketplace take rate we anticipate to make $13 Million revenue by 2027
Strategic Positioning
By addressing these trends, Zeo captures a unique market position that bridges traditional e-commerce and emerging Web3 opportunities. With its combination of decentralized technology, group buying, and AI-driven personalization, Zeo is positioned to lead the next wave of innovation in the e-commerce space.
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