亚马逊扩大杂货配送业务"将获得增量市场份额"：Wedbush

英为财情08-14

Investing.com - 亚马逊正在"大规模扩展其杂货业务"，为1,000个美国市场提供易腐物品的当日配送。Wedbush分析师在周四的一份报告中强调，此举开辟了"尚未开发的总可寻址市场（TAM）"。该公司预计到年底覆盖范围将达到2,300个市场。对于Prime会员，订单金额超过$25将免费配送，较小订单则收取$2.99费用。Wedbush指出，此前亚马逊Fresh的免费当日配送要求订单金额...

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亚马逊正在\"大规模扩展其杂货业务\"，为1,000个美国市场提供易腐物品的当日配送。Wedbush分析师在周四的一份报告中强调，此举开辟了\"尚未开发的总可寻址市场（TAM）\"。该公司预计到年底覆盖范围将达到2,300个市场。对于Prime会员，订单金额超过$25将免费配送，较小订单则收取$2.99费用。Wedbush指出，此前亚马逊Fresh的免费当日配送要求订单金额超过$100，而所有Whole Foods杂货配送则收取$9.95费用。2024年4月推出的每月$9.99订阅服务为两小时窗口内超过$35的订单提供免费配送，覆盖Whole Foods、亚马逊Fresh和合作杂货商。\"今天的公告是亚马逊更广泛战略的重要一步，应该有助于公司在历来表现不佳的易腐商品类别中获得增量市场份额，\"Wedbush表示。这一举措意义重大，因为\"亚马逊尚未在杂货类别中取代现有巨头，至少在易腐商品方面如此，\"Wedbush补充道。杂货仍然是最大的零售类别，且\"仍相对未受互联网影响\"，沃尔玛在该领域产生60%的销售额。Instacart、DoorDash和Uber等竞争对手已瞄准该类别，而沃尔玛、塔吉特和开市客已建立强大的配送和取货业务。\"亚马逊拥有现有的全国性配送中心和送货车队网络，似乎终于找到了存储和配送易腐商品的方法，以支持当日配送服务，\"Wedbush写道。Wedbush表示股票反应\"合理\"，亚马逊上涨1%，Instacart下跌11%，DoorDash下跌3.8%，Uber下跌1%。沃尔玛、塔吉特和开市客也出现下跌。\n本文由人工智能协助翻译。更多信息，请参见我们的使用条款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2559951773","isCrawlerRequest":true}