1、Digital Commercesector updateQ2 2023Qualitative insights into broader Digital Commerce trends and public and private valuations across the transaction spectrum,and interviews with todays leaders transforming the sector.Important disclosures appear at the end of this reportGP Bullhound Corporate Fina

2、nce Ltd and GP Bullhound Asset Management Limited are authorised and regulated by the Financial Conduct Authority GP Bullhound Inc is a member of FINRAGP Bullhound Luxembourg S.R.L.is regulated by the CSSF in Luxembourg2Q2 2023 Digital Commerce sector updateTake privates and hostile takeover attempt

3、s for seemingly undervalued assets Public-to-private takeover dominate Private Equity deal activity in 2023 Volatility has meant that investors are seeking opportunities in undervalued public market companies Digital commerce players are attracting significant interest from prospective biddersVirtua

4、l dressing room technology enters the mainstream thanks to AI AI tool a step forward from augmented reality“virtual try-on”Multiple large retailers are already compatible with the new tech Experts believe the tool will boost ecommerce productivity A new frontier in last-mile logistics drones Drone d

5、eliveries are growing in popularity as a quicker and more cost-effective delivery method Powered by electricity(a lower carbon alternative),drones are considered a sustainable alternative Regulatory challenges will need to be addressed for drone deliveries to scale About usPublic comparablesTransact

6、ion trendsPublic company analysesCEO commentaryTakeawaysTHE VIEWQ2 Digital Commerce Perspectives from GP Bullhound3Q2 2023 Digital Commerce sector updateGP BULLHOUNDS SECTOR TAKEAWAYS Virtual dressing room technology enters the mainstreamthanks to AIGoogle releases new virtual try-on AI tool for eco