Tag: eCommerce

Digitalisation has brought, and continues to bring, sweeping advancements in how companies go to market and how customers engage with brands. Agentic AI is now poised to disrupt even these developments. As a result, organisations are scrambling to invest in the "next big thing" because they fear being left behind. However, history shows that when speed becomes associated with winning, companies often blur the line between operational effectiveness and strategy.

FY26 was a year of delivery: strong results, disciplined capital allocation and accelerating Artificial Intelligence (AI) innovation. Naspers delivered across its AI-powered Lifestyle Ecosystem of delivery, finance and experiences, with all regional ecosystems profitable.

The rapid growth of e-commerce has fundamentally reshaped the global retail landscape. It has pushed retailers to rethink how physical stores engage with modern consumers. However, rather than diminishing the role of brick-and-mortar retail, this shift has accelerated the evolution of experience-led shopping destinations. These destinations continue to attract consumers, tenants and investors alike.

Across South Africa, a quiet entrepreneurial shift is underway. From spare rooms and garages to small home studios and converted garden offices, thousands of businesses are launching from home. They are also selling to customers nationwide. While the rise of e-commerce has accelerated this trend, another factor also plays a crucial role.

Supply chains across the continent face mounting pressure. Geopolitical shifts and economic volatility drive this pressure. Many logistics operators have turned to technology for answers. This shift supports building a competitive logistics ecosystem. This focus also reinforces building a competitive logistics across regional networks.

In 2029, tokenised transactions are expected to double in value from $283 billion in 2025 to $574 billion. This market growth largely stems from the rapid rise of mobile payments, digital transformation and expanding ecommerce activity. In addition, security, personalisation and privacy continue driving adoption. While tokenisation applies easily across multiple industries, retailers increasingly use it to secure transactions.

Most South Africans already run their businesses on WhatsApp. A hair salon takes bookings through voice notes. A courier firm shares delivery updates using photo messages. A restaurant sends out its weekly menu via broadcast. What began as an informal backchannel for orders and service has now become the country’s most entrenched digital business tool. In fact, for many, WhatsApp serves as the foundation of their daily business operations.

It has been a standout year for the Group. Prosus simplified its Group structure, delivered improvements across all core performance metrics and achieved Ecommerce profitability six months ahead of target. Operating businesses have performed well, accelerating profitable growth, while the open-ended buyback programme continues to deliver value for our shareholders every day. The rapid deployment of AI-led technologies across the Prosus ecosystem is generating real results and will set the next frontier of value creation for the Group. Prosus has a strong balance sheet and is well positioned to generate improved returns through smart and disciplined capital allocation, driving value for all stakeholders.

It has been a standout year for the Group. Naspers simplified its Group structure, delivered improvements across all core performance metrics and achieved Ecommerce profitability six months ahead of target. Operating businesses have performed well, accelerating profitable growth, while the open-ended buyback programme continues to deliver value for our shareholders every day. The rapid deployment of AI-led technologies across the Naspers ecosystem is generating real results and will set the next frontier of value creation for the Group. Naspers has a strong balance sheet and is well positioned to generate improved returns through smart and disciplined capital allocation, driving value for all stakeholders. 

In recent years, retail and eCommerce businesses have adapted to the increasing influence of digitalisation. Customers now demand user-friendly digital interactions, with little tolerance for inconveniences. Surprisingly, 86% of customers are willing to abandon a brand after just two negative experiences.