Once a sector hits 20% e-commerce penetration, the winners and losers start to emerge. We’ve seen it with books and toys, and apparel may be next.
Loser: Firms relying on Amazon Web Services. The recent outage disrupted service for hundreds of thousands of sites.
Loser: Online travel agents, whose crowded layout paves the way for Google’s Hotel Finder to change the game.
Loser: Connected toys. Amid growing evidence that “smart” playthings can be hacked, Scott demos his kids’ newest toy.