The Next Marketplace Frontier

Stifel IRIS is delighted to announce the release of “The Next Marketplace Frontier: From goods-centric platforms to service ecosystem orchestration,” an in-depth analysis of Europe’s evolving digital economy and the urgent structural pivot required to unlock the next wave of structural growth.

What this paper covers:

The era of pandemic-fuelled e-commerce hypergrowth is over. Europe has entered a “new normal” of mid-single-digit growth after online goods sales nearly doubled between 2016 and 2021, with online penetration within goods approaching 19%.

In this new paradigm, traditional marketplaces are evolving from simple goods-matching platforms into service orchestrators, while new entrants are building pure services marketplaces to tap the vast, under-digitized services economy. The next phase of growth is less about moving products and more about digitising" time", not just "things".

Our white paper, The Next Marketplace Frontier, introduces the three archetypes of nascent services champions from Proven Scalers, Emerging Stars, and Foundation Builders, which are set to shape the future services economy.

For deeper insights, including our Digital Rule of Value framework and analysis of recent pan-European marketplace deals across digital classifieds, second-hand, freelancing, parking, telehealth and more, download the full report below.

Written by Clément Genelot.