Global-E: Competitive Intensity & Market Share Shifts
Former VP as ESW
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Global-E: Competitive Intensity & Market Share Shifts(October 29, 2025)
Former VP as ESW
Interview Transcript
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When you look at the trends, there are many ways to analyze them. Global-e is like a rocket ship, growing over 30% per year. On the other hand, ESW is a business that's stagnating and even shrinking. Maybe they can turn things around, but the difference in size and momentum is significant. I look at technology companies re-platforming and catching up as a long-term endeavor. By the time they catch up, Global-e will have already invested a lot. I'd love to hear your thoughts on this because, in my eyes, ESW is a weak number two competitor.
I don't disagree with you at all, and you're absolutely right. However, the 800-pound gorilla is being attacked on both sides. Is ESW a formidable competitor at this stage? Probably not. If you look at the financials, they don't seem like it, but underneath, they have potential. Other market entrants like Glopal have won brands like Dior and Christian Louboutin. They're now playing in the Merchant of Record space with something new and exciting, leveraging marketing aspects. On the enterprise level, whether localized or global, there are other enablement solutions that are enterprise-driven and may chip away as well. It's not just Global-e and ESW; there are more competitors at the high enterprise level now.
This is a snippet of the transcript.Contact Salesto get full access.
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