CONFIDENTIAL PayPal Cross-Border Research 2014 GLOBAL SNAPSHOT PayPal Project Sponsor: Melissa O’Malley PayPal Market Research Contact: Daniel Jenkinson Ipsos MORI Contacts: Eleanor Pettit & Peter Attwell © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Research Methodology This study was conducted across 22 markets and 17,500+ consumers globally. Fieldwork Sample, per market Global Fieldwork conducted Sept-Oct 2014 Online survey 20 minute questionnaire This research was carried out to the international quality standard for market research, ISO 20252:2012 22 markets Sample of c.800 per market. Nationally representative of online population Aged 18+ Respondents recruited from online panels Own and/or use an Internet-enabled device* Data weighted to adjust for known population incidence and demographic profile Questionnaire Screening Transaction & Spend: Past 12 Months & Next 12 Months © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. E-commerce Behaviour and Attitudes Cross-Border Commerce Mobile Commerce *Desktop computer/Laptop/ notebook computer/Tablet /Smartphone/Some other type of mobile phone/Electronic organizer / PDA with wireless voice and data features/Games console with Internet connectivity (e.g. Wii) 2 GLOBAL SNAPSHOT UK, France, Germany, Austria, Switzerland, Italy, Spain, Netherlands, Sweden, Norway, Denmark, Poland, Turkey, Russia, Israel, UAE, USA, Canada, Brazil, Mexico, China, Australia © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. 3 Summary of findings: Cross border (CB) global study 1. Market penetration: CB is a driving force in the global marketplace with ~50% online shoppers saying they buy from other countries around the world (country average, not weighted for market size). 2. Market opportunity: Growth of online CB expected, especially from emerging markets. 3. CB hotspots: Western Europe (esp. UK, DE), North America (esp. US) and APAC (esp.CN) are the three key CB destinations (i.e. most CB consumers buy from these three regions). Significant intra-EU trade is evident. 4. What’s bought: Clothing/footwear/accessories and consumer electronics (incl tablets, mobiles, peripherals) are the most sought after CB categories. 5. CB shoppers are valuable consumers: their total online spend (domestic and CB) is around 2x that of domestic only shoppers. They also get the benefits of online shopping. 6. CB shoppers are more mobile oriented than domestic only shoppers. 7. Top pain points: delivery shipping costs, duties/taxes/fees and concern about not receiving item. 8. Top drivers: free shipping, having a safe way to pay, access to items, lower cost of items, free return shipping. 9. Free return shipping is considered a ‘must-have’ by around half of shoppers, a similar proportion to free shipping. 10. PayPal is a dominant payment method for cross border: In a majority of markets, PayPal has a relatively high penetration of usage for CB purchases compared to other payment methods. This also correlates with markets where eBay is strong domestically or has a good share of CB. © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. 4 Cross border commerce is a driving force in today’s global marketplace A significant proportion of online shoppers claim to make cross border purchases, and almost all cross border shoppers also shop domestically. Self-stated domestic and cross border purchasing in past 12 months Domestic only Cross border and domestic Cross border only % 17 18 25 26 27 29 38 37 38 38 40 42 43 50 50 56 58 60 64 64 69 74 56% Multi- 66 country average* for CB 38 28 2 US 8 4 CA UK North America 37 3 DE 43 57 62 56 77 63 51 72 53 40 61 49 52 31 31 55 46 7 6 7 4 8 5 6 9 9 5 6 10 6 11 4 7 FR IT ES NL CH AT SE NO DK PL RU IL TR UA BR MX Western Europe * Multi-country average not weighted by market size Nordics Central, Eastern Europe Middle East Latin America 15 AU 23 3 CN Asia Pacific © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Base: Online shoppers. N=12,349. Q. Thinking about shopping online, from which of the following country or geographies’ 5 websites have you purchased in the past 12 months? Please include your home country if applicable. Expect continued cross border growth and penetration, especially from ‘emerging’ markets Consumers are generally positive about shopping cross border more often. CBT shopping intent Will shop CB more often RU TR BR CN Will start shopping CB 10% online adults to start shopping cross border* 25% online adults to shop cross border more often* 39 34 % 27 15 16 18 17 19 4 4 3 5 7 US CA UK DE FR North America 27 26 15 14 IT 18 16 8 4 4 5 ES NL CH AT Western Europe * Multi-country average not weighted by market size © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. 22 5 SE NO DK Nordics 35 24 17 6 32 39 28 7 26 33 13 PL 20 20 6 RU Central, Eastern Europe IL TR Middle East 15 18 UA BR 20 17 6 MX Latin America AU CN Asia Pacific Base: Online adults. N=12,878. Q36f. In the next 12 months, how do you think your online shopping habits will change, if at all, in terms of how often you purchase from online stores in your country or from another country? 6 US and China are most popular cross border destinations. W. Europe a key region. Popular online destinations for cross border shoppers* % USA What are the popular online destinations for cross border shoppers within a particular region (including intra-region international purchasing)? 26 China 18 UK / GB 17 Germany 16 Hong Kong 8 France 5 Japan 4 Canada 3 Singapore 3 Spain 3 Italy 3 Note on interpretation: figures are % of global* online shoppers buying internationally from these countries W. Europe Germany 28% USA 18% UK 17% China 13% North America USA 32% China 15% UK 10% Note on interpretation: North American shoppers buy from these countries Nordics USA 31% UK 30% Germany 19% China 15% CEE China 24% USA 16% Germany 13% UK 11% ME USA 36% China 29% UK 17% Hong Kong 11% APAC USA 31% UK 20% Hong Kong 17% China 15% LATAM USA 39% China 26% *22 country average (not weighted by market size) Region definition (countries surveyed): Western Europe: UK, Germany, Austria, Switzerland, France, Italy, Spain, Netherlands; Central and Eastern Europe: Poland, Russia; Nordics: Denmark, Sweden, Norway; North America: USA, Canada; Latin America: Mexico, Brazil; Middle East: Turkey, Israel, UAE; Asia Pacific China, Australia Base: Online shoppers. N=12,349. Note: China and HK asked separately. Includes intra-region purchasing. Q. © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Thinking about shopping online, from which of the following country or geographies’ websites have you purchased in the past 12 months? Please include your home country if applicable. 7 Clothing, footwear and accessories and consumer electronics are top cross border categories purchased Top 10 CB categories purchased* (%) Clothing/apparel, footwear and accessories Nordics Clothing/footwear 36% Travel/transport 21% Entertainment/ (phys) 21% Consumer electr. 21% Toys & hobbies 17% 39 Consumer electronics, 26 Toys and hobbies 20 Travel and transportation 20 Entertainment/education (physical items) 20 Cosmetics/beauty products 18 Jewellery/watches Entertainment/education (digital) Top CB categories purchased by region North America Clothing/footwear 33% Entertainment/ (phys) 24% Travel/transport 17% Toys/hobbies 17% Consumer electr. 16% 17 16 Sports/outdoors 12 Household appliances, household goods and furniture 11 i.e. people in NA like to buy ‘xyz’ from other countries W. Europe Clothing/footwear 33% Consumer electr. 24% Entertainment/ (phys) 21% Travel/transport 20% Toys/hobbies 17% CEE Clothing/footwear 50% Consumer electr. 35% Toys/hobbies 30% Cosmetics/beauty products 24% ME Clothing/footwear 47% Consumer electr. 34% Travel/transport 28% Toys/hobbies 27% LATAM Clothing/footwear 47% Consumer electr. 38% Toys/hobbies 24% Entertainment/ (digital) 23% Cosmetics/beauty products 22% APAC Clothing/footwear 43% Cosmetics/beauty products 26% Consumer electr. 25% Entertainment/ (phys) 23% Jewelry/watches22% *22 country average (not weighted by market size) Region definition (countries surveyed): Western Europe: UK, Germany, Austria, Switzerland, France, Italy, Spain, Netherlands; Central and Eastern Europe: Poland, Russia; Nordics: Denmark, Sweden, Norway; North America: USA, Canada; Latin America: Mexico, Brazil; Middle East: Turkey, Israel, UAE; Asia Pacific China, Australia Base: Online cross border shoppers. N=6,899. Q. In the past 12 months, what kinds of products © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. 8 have you purchased from websites from other countries? Please select all that apply. Cross border shoppers are valuable consumers They spend more online, see the benefits of shopping online and are more mobile oriented. Online spend Online shopping attitudes Domestic Only Shoppers % Somewhat/Strongly Agree 78 87 76 86 72 84 73 83 74 83 69 77 61 68 Enables me to shop anytime, anywhere 2x …the Helps me locate info. about retail stores (e.g. opening hours, locations) I like that I can make purchases from the comfort of my home amount that cross- border shoppers spend online vs Gives me more product choice Helps me research and choose items I plan to purchase in store domestic only Gives me back time shoppers** Makes my life easier around the holiday season * * self-stated. N=5448 domestic; n=3936 cross border* shoppers Enhances my experience of shopping in store 43 52 N=5448 domestic; n=3936 cross border* shoppers © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Cross-Border Shoppers* Share of online spend on mobile (self-stated) Domestic Only Shoppers 4% 9% 5% 13% 87% 82% Cross-Border Shoppers* 7% 10% 8% 16% 83% 76% CB shoppers expect +6ppt share of spend from mobile vs domestic only shoppers Tablet Smartphone Past 12 Next 12 Months Months Past 12 Next 12 Months Months Desktop / Laptop / Notebook N=5448 domestic; n=3936 cross border* shoppers Multi-country average. * Those who spend >10% of their online expenditure cross-border 9 However, CB shoppers still face hurdles… Top pain points are delivery shipping costs, duties/taxes and concern about not receiving the item. Barriers to Cross-Border Shopping Top 10 barriers Delivery shipping costs Concern about customs duties/fees /taxes Concern that I may not receive the item Concern item would not be as described Delivery time not fast enough Difficult process for returning products Concerns about counterfeit goods May not receive sufficient help if problems Return shipping costs Concern about identity theft / fraud Other barriers 51 45 45 40 43 42 41 37 40 34 39 38 38 38 38 39 38 36 35 39 © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Lack of buyer protection or insurance in case of problems Concern about security of my financial or personal details Preferred payment method not always offered Unsure of the return policy for shipments % of those who shop cross-border Currency conversion rate not favourable Lack of tracking and notification % of those who do not shop crossborder Different language of websites, product descriptions and customer support Payment is in foreign currency 35 36 33 36 33 30 30 33 28 28 28 27 26 31 24 30 Base: N=5448 domestic; n=6899 cross border shoppers. Multi-country average. Q. Which of the following reasons prevent you from making purchases from websites from another country? /[ …more often]? 10 There are ways to drive cross border online shopping Key drivers are free shipping, safe way to pay, access to items, low cost, free return shipping. Drivers for Cross-Border Shopping (%) Other drivers Top 10 drivers 45 Safe way to pay 29 Favorable returns policy 47 Free shipping Favorable buyer protection 27 Faster delivery 26 Can find items which are hard-to-find locally 39 Lower transaction fees 26 Lower overall cost to buy items from another country 38 Offers my preferred way to pay 26 Shipping costs, if any, shown before checkout 25 Coupons/promotions/discounts 24 Offer delivery tracking/notifications 23 37 Free return shipping Customer support in my language 33 Website available in my language or translation available 31 Lower shipping costs 31 Costs shown/payment possible in your local currency 30 Proof of product authenticity 29 Wider product selection 22 Visible, trusted payment logo 21 Favorable currency conversion rate 21 If I needed to send a gift to someone living in that country Flexible delivery dates 15 13 Q. Which, if any, of the following would make you more likely to buy from a website from another country? © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Base: Online shoppers. N=12,349. Multi-country average. Q. Which, if any, of the following would make you more likely to buy from a website from another country? 11 Free return shipping is a ‘must have’ PayPal’s initiatives are well-aligned with cross border shopper needs Importance of Shipping Options when Shopping Domestically or Cross-Border For domestic shopping 52 Free shipping / free delivery For cross-border shopping For domestic shopping Express delivery For cross-border shopping For domestic shopping Flexible delivery times For cross-border shopping For domestic shopping Free shipping / postage for returns For cross-border shopping 36 46 35 34 41 27 % Nice to Have 39 34 % Must Have 39 28 38 57 51 30 30 Base: Online adults. N=17519. Multi-country average. Q. Listed below are some options for delivery/returns that could be offered by online retailers. For each option, please indicate how important it would be to you for an online retailer to offer this if you were considering making a purchase from them. Please think about both domestic websites (retailers based in your country) and websites from another country, and select one answer for each option. © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. 12 PayPal usage for CB ahead of competition in majority of markets PayPal usage correlates with markets where eBay provides a good foundation. PayPal 74 65 Payment method used for cross-border purchases (%) Main competitor 80 74 86 74 69 67 65 55 % 39 45 43 37 36 5152 52 49 44 41 59 53 58 54 64 CA North America UK DE 73 66 57 61 62 62 60 53 50 41 41 46 34 35 28 22 US 83 77 FR IT ES Western Europe NL CH AT SE NO Nordics DK PL RU Central, Eastern Europe IL TR Middle East UA BR MX Latin America © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. Base: Online cross border shoppers. Q. Which payment cards / methods have you used for online transactions / purchases from websites from another country in the past 12 months? AU CN Asia Pacific 13 Safety, protection, convenience key to cross border payment method preference Reasons for cross border payment method preference (%) Safer way to pay 54 Purchase protection 49 More convenient way to pay 44 Payment is processed quickly 31 Accepted by most retailers 28 Don’t have to share my personal / financial details with seller 28 Well-known, trusted brand 24 Faster checkout 24 Not charged commission/transaction fee on overseas purchases 13 Habit 11 Better currency conversion rate 11 Receive rewards/cashback 10 Base: Cross border shoppers who have used more than one payment method in the past. N=4,670. Multi country average. Q. For what reasons is this your preferred payment method for online transactions/purchases from websites from another country? © 2014 PayPal Inc. All rights reserved. Confidential and proprietary. 14