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1、/PitchBookPitchBookData,Inc.JohnGabbertFounder,CEONizarTarhuniVicePresident,InstitutionalResearchandEditorialPaulCondraHeadofEmergingTechnologyResearchEMERGINGTECHRESEARCHTakeawaysFromNRF2024Areviewofkeytrends,opportunities,andoutlooksPitchBookisaMorningstarcompanyprovidingthemostcomprehensive,mosta
2、ccurate,andInstitutionalResearchGroupAnalysishard-to-finddataforprofessionalsdoingbusinessintheprivatemarkets.EricBellomoAnalyst.EmergingTechnologyeric.beltomoKeytakeawaysfromNRF2024pbinstilutionalresearchAlubiquity:DiscussionofAlwasunavoidableatNRF2024asretailerstestedvarioususecasesandplannedformu
3、ltiyearexperimentation.VendorswerePublishingDesignedbyJuliaMidkiffsimilarlyquicktotoutinnovativeusecases.Significantfuturevaluewilllikelyconcentrateinback-endusecases,andretailerscannotaffordtoslowpedalinnovation.PublishedonJanuary23,2024Channelstrategiescomeintofocus:Retailersrecognizetheneedtomeet
4、customersacrosspreferredchannelsandareinvestinginchanneloptimization.RepresentativesContentsfrombrandslikeLevis,Glossier,ALDO,andChewydiscussedtheirstrategiesandKeytakeawaysfromNRF2024requisitetechnologyinvestments.Introduction2Vendorsdisplayinterestinthemiddlemarket:Vendorsaretargetingmiddle-Confer
5、enceoverviewandobservations3marketretailersfollowingShopifysmoveupstreamandgrowthheadwindswithSMBs.2023dealrecap6Somedigital-nativebrandsarealsoprioritizingagilityafteraccumulatingbloatwithintheirtechstacks.Companyhighlights7 Traceabilityusecasesarenascent:BlockchainandWeb3usecasesremainnascentforre
6、tailers,thoughstartupsdemonstratepotentialindigitalpassports,supplychaintransparency,andluxuryresalemarkets.Keytailwindsincludeupcomingdigitalproductpassportregulationsandgrowthininternationalmarkets,butusabilityanduserexperienceremainbarrierstomainstreamadoption. Profitabilityreturnstothefore:Allli
7、nksintheretailvaluechain,fromtechnologyvendorstoretailers,aregrapplingwithhowtoimproveprofitabilityafteryearsofrapidexpansion.ThistransitionwilltaketimeandVCsextenddiligencecycles.Asstartupfundraisingcycleskickoff,strongbusinessfundamentalswillbeaprerequisiteforsecuringfunding. Dataenrichmentisastra
8、tegicimperative:360-degreeviewsofcustomersremaincriticalbutelusiveduetosystemcomplexityandinternaldatasilos.Ase-commerceinchesfurtherintoAl-poweredoperations,cleandataisstrategicallycritical. Inventorymanagement,shrinkage,andsecurityremainpressing:Real-timeinventorymanagement,shrinkage,andsecurityis
9、suesaregrowinginsignificance.Retailersdiscussedanextendingdigitalriskvectorandtheassociatedrevenueheadwinds.IntroductionMomentumremainstepid,withgreenshootsofoptimismFollowingrobustholidayspending,NRFattendeeswespokewithexpressedcautiousoptimismaboutthenear-termoutlookasmacroeconomicindicatorsremain
10、positiveandbrandsareinvestingintechnologytodriveoperationalefficiency.AtpastannualNRFevents,thetechnologydialoguehastoutedthesimplicityofdifferentservicesgiventhecomplexityoflegacysystemsandhybridcloudenvironmentsutilizedbyretailers.Wenoticedashiftinbrandandvendorsentimentthisyearthatfocusedonthespe
11、edofimplementation,decisionmaking,andreturnoninvestedcapital.Despiteeconomicgreenshootsemergingduring2023inflationfell,theeconomyaddedjobs,ande-commercesportionofretailspendingresumedgrowingsteadily-theriskremainsforthedelayedonsetofconsumerspendingheadwindsfollowingarapidincreaseininterestrates.For
12、e-commerceenablementstartups,technologybuyersaredemonstratingcautionwhenspending,withheightenedexpectationsforimplementationtimelinesandprofitabilitylift.Investorshavesimilarlyextendeddiligencecycleswithadistasteforthegrowth-at-all-costsmentality.Whileweareoptimisticaboutthelong-termoutlkfore-commer
13、ce,weexpectthetrendofventuredollarsshiftingtoIate-StagestartupsanddepressedfundraisingactivitytocontinueintoH22024.Long-termindustrydriversincludetheincreasingportionoftransactionsoccurringonline,thegrowthoftheinternationale-commercemarket,andtheimpendingwealthtransferfromthebabyboomergenerationtoyo
14、ungerdigitalconsumers.Thisnotehighlightsseveraltrendsimpactingthecommercelandscape,keyemergingtechnologies,andouroutlookfor2024.Additionalinformationone-commerceenablementtrendscanbefoundinourQ32023E-CommerCeReDOrtConferenceoverviewandobservationsAlubiquityMoving forward, significant value will stem
15、 from back-end applications like inventory forecasting, data enrichment, and other forms of automation.DiscussionofAlwasomnipresentatNRF.Weobservedusecasesspanningcustomerservice,searchanddisvery,autonomousrobots,agents,checkout,dataanalysis,andmore.Inpresentationsandkeynoteaddresses,retailerswerequ
16、icktoacknowledgetheyaretestinggenerativeAl(GenAI)functionality,butalsoquicktoaddtheyhavebeenexperimentingwithAl&machinelearningovertheprecedingthreetofiveyears.Thisundersrestheincentiveretailershavetointegrateemergingtechnologiesduetorazor-thinmarginsandthehighlycompetitivenatureofretail.QUrresearchintoGenAldemonstratedthatmostapplicationspresentlyta
