Conference Call // The Tidal Wave - Our Proprietary eCommerce Forecast and Implications for the Payments Sector
Payments and eCommerce are inextricably linked. Facilitating payments between buyers and sellers who don’t know each other and can’t see each other – while avoiding fraud on both sides – remains a major hurdle to eCommerce adoption, particularly in developing countries, with small merchants, or with low-FICO consumers. On the flip side, eCommerce is one of the most significant disruptive forces in Payments, crashing like a tidal wave across the sector, accelerating digital payment growth and changing the basis of competition in many parts of the ecosystem – perhaps most notably in merchant acquiring.
As a result, we believe a high-conviction perspective on the size, growth, and implications of eCommerce – all of eCommerce, not just eRetail – is a foundational element of an investment thesis in the Payments sector. In fact, we believe eComm is such a strong driving force in Payments, we second-guess an investment view that is not aligned with eComm trends.
Please join us for a clients-only conference call on Thursday, October 10th where we will discuss key findings from our proprietary eCommerce market sizing and growth forecast (published earlier this week) and its implications for the Payment sector and our covered companies (Payments: The Tidal Wave – Our Proprietary eCommerce Forecast and Implications for the Payments Sector).
Date: Thursday, October 10, 2019
Time: 11:00 am ET
Materials: Click here