Notably, ecommerce was one of the most frequently referenced themes in Q2 2023, ranking highest in terms of mentions, ahead of Covid-19 and electric vehicles, according to GlobalData.

Of the top leading companies in the retail industry, JD had the greatest increase in references for ecommerce in Q2 2023, compared with the previous quarter. GlobalData identified 165 ecommerce-related sentences in the company's filings - 3% of all sentences - and a decrease of 10% in Q2 2023 compared with Q2 2022. Walmart’s mentions of ecommerce rose by 107% to 56 and Li Ning’s by 47% to 22 and Etsy’s by 92% to 17 and Alibaba Group’s by 59% to 16.

GlobalData’s Company Filings Analytics also applies sentiment weight to reference sentences, based on whether the sentences are positive, negative, or neutral. Starting at 100 in 2020, an index over 100 is more positive. The overall index for ecommerce in Q2 2023 was 96.

For further understanding of GlobalData's Business to Consumer (B2C) eCommerce Market Size, Share, Trends, and Segment Forecast to 2026 buy the report here.

This content was updated on 5 August 2023

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GlobalData’s Company Filings Analytics uses machine learning to uncover key insights and track sentiment across millions of regulatory filings and other corporate disclosures for thousands of companies across the world’s largest industries.