Morgan Stanley's internet and retail research teams led by Scott Devitt just published a big report on global e-commerce, which they project will be a $1 trillion market by 2016. E-Commerce and retail are engaged in a zero-sum game: one company's gain in e-commerce is another's lost retail sales. As such, the team refers to e-commerce in the context of "retail sales disruption."Â The analysts made five conclusions...
Scott Devitt
Melissa Campanelli is Editor-in-Chief of Total Retail. She is an industry veteran, having covered all aspects of retail, tech, digital, e-commerce, and marketing over the past 20 years. Melissa is also the co-founder of the Women in Retail Leadership Circle.
Christmas '11: The Retail Forecast, a half-day conference presented by the Retail Marketing Society on Nov. 1 in New York City, showcased Morgan Stanley analysts naming eight cross-channel retailers they're betting on for success this holiday season. In part one of this article in yesterday's ROI Report, I highlighted Macy's, Nordstrom, ANN INC. and Coach. Today I report on what the analysts expect for Limited Brands, Amazon and eBay this holiday season.
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