Comércio eletrônico deve chegar a 11% de participação no mercado, diz Goldman Sachs
Para o Goldman Sachs, a retomada das operações nas lojas físicas e as menores restrições à mobilidade devem representar uma desaceleração “apenas marginal” para o comércio eletrônico no terceiro trimestre deste ano. O banco revisou suas estimativas para o e-commerce brasileiro e projeta crescimento de 53% em 2020, ante 43% das projeções anteriores, o que representa participação de 11% em todo o varejo do país.
De acordo com relatório divulgado nesta quarta-feira (21), os dados de aplicativos das varejistas caminham para uma aceleração de 84% no número de downloads, após passarem quatro semanas em alta de 64%. “Essa aceleração pode sugerir um desvio da consistente tendência de desaceleração observada nos meses de julho a setembro”, afirmam os analistas.
O aplicativo Americanas, da B2W, registrou uma aceleração nas duas últimas semanas, enquanto o aplicativo do Mercado Livre teve taxas de crescimento “voláteis” e se tornou o terceiro da categoria mais baixado neste ano, ultrapassando Casas Bahia, da Via Varejo.
Já os apps da Amazon e do Magazine Luiza se destacaram no final de semana de 11 de outubro. Para o Goldman Sachs, o app da Amazon...
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