1. EXECUTIVE SUMMARY
• COVID-19 leads to a shift in consumption habits as consumers reassess their priorities
• Niche contact-free payment methods fail to take off in France
• The digitalisation of French retailing accelerates
• Leclerc Drive, Fnac, Darty and AliExpress enjoy strong gains as Air France, Accor, Booking.com and Airbnb suffer hefty losses
• France faces further setbacks as the recovery is delayed until 2022
2. E-COMMERCE IN THE REMOTE ENVIRONMENT
• State of the Market
• Leading Industries
3. E-COMMERCE IN THE PROXIMITY ENVIRONMENT
• State of the Market
• Leading Industries
4. Digital Landscape in France
• PROSPECTS
o The network stands firm despite extra pressure during COVID-19
o Areas for improvement highlighted by the disruption of COVID-19
o The promise of 5G is on the horizon as plans gradually progress
• COMPETITIVE LANDSCAPE
o Providers continue to do battle over internet speeds
o The race for 5G roll-out hots up following controversy over Huawei’s involvement
o MVNO sales drop, falling in line with MVNE progress as a result of national lockdown
5. E-Commerce (Goods and Services) in France
• 2020 IMPACT
o COVID-19 has a disparate effect on e-commerce sales in 2020
o Food and drinks e-commerce steams ahead as streaming services record strong gains
o Brick and collect were the unexpected winners of 2020 as Amazon experiences logistic setbacks
• RECOVERY AND OPPORTUNITIES
o Lodging, travel and foodservice e-commerce to recover as the threat of COVID-19 subsides
o Mobile e-commerce still has room for growth
o AliExpress enters the battle of the giant marketplaces as tougher legislation looms on the horizon