The agreement to postpone Black Friday unveiled by the boss of Amazon France is a victory in full confinement. But would it have taken place without this particular context? “It’s a victory since small businesses make a large part of their turnover at this end of the year period. In some sectors, it is more than 30 to 40% of their turnover, with companies that have a very degraded cash flow.We saw after the first confinement that there is a real rebound, that is to say that the French bought massively at the end of the first confinement and during the holidays, therefore we can be in the same configuration (…) it can be good news to postpone Black Friday at the beginning of December “, analysis Anne-Sophie Alsif, economist at BIPE.
“To put it into perspective, in a normal situation, online commerce in France represents 10%. 90% of commerce takes place in physical. Among our European neighbors, we are at 12% in Germany and more than 30% in the United Kingdom. So that’s the first thing. And for all small businesses in normal times, there is the digital battle: Amazon has a 20% market share, and for example, brands like Carrefour or Leclerc do much more commerce. online than Amazon. There is also the impact of shopping centers which had much more impact “, adds Anne-Sophie Alsif.