Over the last few weeks, I shared a series of posts signaling opportunities and industry shifts across the retail & eCommerce space. For the final installment in this series, the experts were asked to share any companies they felt were ripe for giving up market share in the coming years.

From their responses, we’ve compiled a list of Share Donors below – companies that could be good targets for new startups to go up against. I’ve included commentary on why the experts believed these companies may be vulnerable below.

These are not meant to be predictions of who will lose market share, but rather indicators of where opportunities may exist for builders and investors looking at the space. It’s worth noting that each of these are sizable players that have built robust offerings and protective moats over time (to varying degrees). However, given some of the shifts in the market, some of these moats may now be eroding.

Check out the list below and if you feel like we’ve missed any, leave a comment or email us!

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Potential Share Donators

Retail Enablement Solutions

Legacy ERPs – Oracle, Microsoft Dynamics, & SAP

ERPs serve as a core backbone of the retail industry’s tech infrastructure. ERP spend by retailers was estimated to be over $10B in 2023 and expected to nearly triple by 2032. The top 10 ERP systems in the retail industry are all owned by three companies – Oracle, Microsoft Dynamics, and SAP.