Investor Relations Pitch
INVESTOR RELATIONS
PROLOGIS
E-commerce is a structural shift driving logistics demand
E-COMMERCE SALES PENETRATION
%, U.S. E-commerce as a percent of retail goods sold¹
35
30
25
20
15
10
5
E-commerce penetration expected to
increase by an average of 1 percentage
point per year over the next 5 years
E-COMMERCE WAREHOUSE USE
SF per $B of sales²
~3X
351k
E-commerce uses 3x as much logistics
space as brick-and-mortar
1,119k
0
2010
2014
2018
2022
2026F
Brick-and
-mortar
E-commerce
1. Source: U.S. Census Bureau, Euromonitor, Prologis Research forecast.
2. Source: 2021 company 10-K reports. Data is collected from approximately 30 major U.S. retailers.
མི་
Higher product
variety
Greater
inventory
Individual B2C
shipping
Reverse
logistics
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