2022-08-18-CBInsights-2022年二季度零售技术状况（英）_232页_4mb

Summary of Retail Tech Global Q2 2022 Trends

Overview

• Global retail tech funding reached $13.2B in Q2 2022, down 43% from Q1 and the lowest Q2 total in two years.
• Late-stage funding declined, with mega-rounds accounting for the lowest share of investment since Q2 2020.
• Series A to Series B funding delays increased, reflecting investor caution.

Geographic Trends

• Asia: Leads global funding and deals, with funding reaching record levels and Asia accounting for half of deal share.
• US: Retreated 46% yoy, dropping from $7.3B to $4.8B. Deal count fell 29% yoy.
• Africa, Australia, Germany, and the UK saw funding drops, while South Korea, Sweden, and others performed robustly.

Investment Trends

• Funding concentration shifted toward earlier stages with early-stage deals making up over 60% of all funds.
• Unicorns seen globally: 21 total, down from 51 in Q4 2021.
• Investor caution slowed new investment, with fewer M&A exits QoQ.

Exit & Unicorns

• M&A exits fell 60% yoy to $13.2B, while IPOs and SPACs saw minimal activity.
• No new unicorns materialized in Food & Meal Delivery and Supply Chain & Logistics Tech sectors in Q2.