The sharing economy – sizing the revenue opportunity
Introducing the “Sharing S-curve” We know from looking at the development path of sectors in the economy that many exhibit an ‘S-curve’ pattern. Initial low and volatile volumes make way for a breakthrough company to accelerate growth before a market saturates. At this point, old sectors mature and decline – replaced by the next overlapping innovation. Sharing leaving the rental sector in the shade We believe traditional rental industries are being disrupted by the sharing economy as established industries mature and are displaced by a new “Sharing S-curve”. We compared the revenue potential in five new ‘sharing economy’ sectors (peer-to-peer finance, online staffing, peer-to-peer accommodation, car sharing and music and video streaming) with the potential in five traditional ‘rental’ sectors (equipment rental, B&B and hostels, car rental, book rental and DVD rental). We used the resulting S-curve and model as a base for our expectations of the future growth for each sector.
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