Capturing The Indonesian Consumer
summary
E‑commerce in Indonesia grows from about $2B to an estimated $40B by 2019, driven by an agent network of 2M kiosk agents that Kudo integrates into Grab, recruiting 500k drivers in a year and enabling remittances; Traveloka adds microcredit lines of ~$150–$200 to lift first‑time flyers and claims 80% of engineers are local; a fashion player runs try‑before‑you‑buy in 368 cities, 80% private label with ~58% margins, and cuts delivery from $7 to <$3 via 100 distribution hubs.
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