巴西O2O行业白皮书.pdf

Brazil O2O Insight Report – 2015 What is O2O? Alex Rampell, Co-founder of TrialPay, coined the term "O2O" in 2010, which refers to the business model that leverages online channels to acquire offline services & products, or VICE VERSA. . . . ? O2O Definition How Does O2O Fit Into Brazil’s Reality? A growing young population demands more quality services. Brazil’s mainstream workforce is much younger: Brasil 41% vs. China 33% in the Y+Z Generation. Brazilian population will keep growing up to 225MM, until 2040. Fonte: Population Pyramid Population Factor O2O is a smart way to pursue service and user experience perfection, instead of pure technological revolution. 1% Brazil invests +-1% of its GDP in its current R&D, compared to +-% in the US Fonte: Wikipedia petitiveness Local Brazilian O2O players understand and are deeply rooted in the local offline business operation. Global giants don't & won't do "Dirty Work". Natural Barrier Why is O2O The ‘Next Big Thing’ in Brazil? Fonte: Teleco – Baidu BI Internal Data Even with the largest number of housekeeping workers in the world, it is still hard to find overqualified workers. 7,233 4,206 2,405 1,926 1,851 Domestic Workers by Country (Top 20) in MM O2O Boom Prerequisites Met – Unbalanced Info Flow Fonte: Teleco – Baidu BI Internal Data 42 52 Brazil (U$ Bi) China (U$ Bi) O2O Boom Prerequisites Met – Overproduction The Brazilian Beauty Market in 2012 compared with that of China’s, a country with a population 7x bigger.