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2021-06-22

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Walmart VS. Amazon: The War of the King of American Retail

今年亚马逊再一次面临了来自沃尔玛的挑战。

Walmart VS. Amazon: The War of the King of American Retail

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":129808640,"tweetId":"129808640","gmtCreate":1624368029080,"gmtModify":1703834533637,"author":{"id":3581488621348304,"idStr":"3581488621348304","authorId":3581488621348304,"authorIdStr":"3581488621348304","name":"boostpan","avatar":"https://static.tigerbbs.com/007cf1b8304a8dbbf5f10eac0272cc9f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/129808640","repostId":1158994165,"repostType":4,"repost":{"id":"1158994165","kind":"news","pubTimestamp":1624366338,"share":"https://ttm.financial/m/news/1158994165?lang=en_US&edition=fundamental","pubTime":"2021-06-22 20:52","market":"us","language":"zh","title":"Walmart VS. Amazon: The War of the King of American Retail","url":"https://stock-news.laohu8.com/highlight/detail?id=1158994165","media":"霞光社 ","summary":"今年亚马逊再一次面临了来自沃尔玛的挑战。","content":"Summer is upon us and what better way to intrigue people than a shopping spree?Similar to the 618 shopping carnival that is in full swing in China,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) also holds its annual promotional spree (known as Amazon Prime Day) on Monday, June 21 and Tuesday, June 22. Last year, although most merchants such as Amazon had to postpone the promotion festival to October due to the epidemic, small and medium-sized enterprises on Amazon still recorded a revenue of $3.5 billion on Prime Day, a month-on-month increase of 60%.However, this year, Amazon once again faced a challenge from<a href=\"https://laohu8.com/S/WMT\">Walmart</a>The challenges of.After Amazon announced its promotion, Walmart also launched its \"2021 Deals for Days\" super promotion on the same day, which runs from June 20 to 23, two more Days than Amazon. A spokesman for Wal-Mart said that during these four days, whether on Wal-Mart's official website or in physical stores, consumers can enjoy huge discounts that can only be enjoyed during Black Friday on various goods such as gardening, electronics, household goods, toys, beauty and fashion. It is reported that this year, Wal-Mart moved the \"Black Friday\" promotion, which will be held only one day after Thanksgiving (that is, the fourth Friday of November every year), to June, and November will no longer hold the promotion activities.<img src=\"https://static.tigerbbs.com/1241bdcd5c343d678302482cd00eb2f4\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\">The competition between Amazon and Walmart, the world's two largest retailers, is no stranger. In 2020, when Amazon's Prime Day event was held, Walmart launched a five-day Big Save sale. In December 2020, Walmart also launched a membership service called \"Walmart +,\" which is very similar to the service for Amazon Prime members.According to the United States<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Research reports released by banks,Amazon on track to overtake Walmart as the largest U.S. retailer in 2022。 Analysts said Amazon had the \"fastest growth in scale\" in the retail sector in the United States. Although neither company reported total merchandise transactions in quarterly results, it is estimated that Amazon's total merchandise transactions have grown faster than Walmart.Analysts said Amazon's total merchandise transactions increased 41% month-over-month to $316 billion in 2020, while Walmart's total merchandise transactions increased 10% month-over-month to $439 billion in 2020. Although Amazon's total transaction volume is currently lower than that of Walmart, according to the current growth rate, Amazon is expected to surpass Walmart in 2022.Although Amazon is full of momentum, the future pattern of American retail industry needs to be analyzed from more specific aspects.Amazon vs Walmart, all-round comparative analysisOffline physical salesAs far as offline physical retail business is concerned, Wal-Mart has long held an advantage. With more than 4,700 stores in the United States, Wal-Mart has long been a customary place for Americans to spend money, with an estimated 90 percent of Americans living less than 10 miles from a Wal-Mart store.At the same time, Amazon's brick-and-mortar retail business is making great strides. In 2020, Amazon expanded its offline presence with massive Amazon Fresh stores throughout the United States, in addition to opening more than 500 Whole Foods stores. At present, Amazon is operating 11 Wal-Mart stores, and 28 are under construction, but Amazon has no further indication for future planning.Looking at the offline business, Walmart dominates the physical store space with its ubiquitous stores, and despite Amazon's rapid growth, it still has a long way to go.E-commerce Growth and Network ServicesCOVID has put all stores on a rapid trajectory of digital growth, with Walmart and Amazon no exception. In fiscal year 2021 (i.e. February 1, 2020 through January 31, 2021), Walmart's e-commerce business grew by 79%. Amazon, on the other hand, accounts for 40% of all e-commerce sales in the United States, and this number is growing.Wal-Mart's new app and new store designs incorporate customers' mobile phones into shopping, blurring the line between offline and online shopping. In 2020, Walmart launched a \"Walmart +\" membership equivalent to Amazon Prime members, including free shipping, Scan and Go in-store shopping, and gas discounts. In the five months since its launch, Walmart gained about 8 million users.From Amazon's perspective, in addition to online shopping, Amazon has also achieved great success in the Prime streaming video business. In 2020, the business had more than 175 million users, and the streaming time increased by more than 70% year-on-year. Separately, Amazon Web Services is now the company's darling, generating $13.5 billion in profits for Amazon in 2020.<img src=\"https://static.tigerbbs.com/13e3302325a7ad4e8318dd70c151fe43\" tg-width=\"554\" tg-height=\"333\" referrerpolicy=\"no-referrer\">In terms of online business, the winner is undoubtedly Amazon, whose B2B and B2C businesses, as well as streaming media, have grown to become the industry leader.Innovation and developmentAmazon and Walmart are both at the forefront of innovation.On Amazon's side, in the last year alone, Amazon announced innovative services like face payments, FAA-approved drone deliveries, and even created hair salons — all during the Covid pandemic.Amazon has also continued to expand into new areas, such as increasing the supply of drugs and strengthening its smart home devices. In May, Amazon announced the $8.45 billion acquisition of MGM Studios to expand its commercial footprint.In addition, Amazon has also been a leader in innovative technologies and automation in the industry. In 2021, Amazon invested $40 million in new storage sites and will start with a 350,000-square-foot (32,516.064 square meters) building in Massachusetts.<a href=\"https://laohu8.com/S/300024\">Robot</a>Autonomous transportation centers, designed to expand the use of robots in the supply chain.Walmart is also constantly innovating in areas such as order fulfillment and customer experience. In 2020, Walmart launched Alphabot, a platform that can pick up, pack and send online orders faster and more accurately than humans.In addition, Walmart is redesigning 1,000 stores and expects to create a leaner and swifter shopping experience for customers by the end of 2021. It is reported that the new design adds an easier-to-identify logo for customers, while the upgraded App function can point out the exact location of each product for customers.When it comes to innovation, Amazon is clearly superior. Amazon has revolutionized the retail sector with its innovative products and services, as well as leading robotics and artificial intelligence technologies, and has thus become a leader in the industry.Wal-Mart \"Copy Homework\": Last Mile ChaseAs mentioned above, Walmart's general advantage lies in offline services, while Amazon's advantage lies online. In order to compete with Amazon, Wal-Mart is trying to learn from Amazon's practice and build its own \"last mile\" independent delivery service.According to Reuters, the establishment of an independent delivery business is one of Walmart's moves to narrow the sales gap with Amazon's e-commerce. Previously, Amazon had recruited a large number of small businesses to provide delivery services in vans with the company's logo in a bid to control waiting times and costs for customers.Since the pandemic hit the U.S. market last year, the U.S.<a href=\"https://laohu8.com/S/UPS\">United Parcel</a>Delivery service company UPS,<a href=\"https://laohu8.com/S/FDX\">FedEx</a>Companies FedEx and USPS, the U.S. Postal Service, have been saturated with shipping packages, and shipping costs have skyrocketed, forcing major businesses to seek new ways to deliver deliveries while controlling soaring delivery costs.John, CEO of Walmart USA<a href=\"https://laohu8.com/S/FONR\">Forner</a>Walmart is already trialling its first \"last-mile\" delivery van to deliver packages from Walmart stores or distribution centers to customers' homes, John Furner said on the company's results call.Wal-Mart spokeswoman Camille Dunn said that since January, a fleet of minivans has been operating in Bentonville, Arkansas, near Wal-Mart's headquarters, and<a href=\"https://laohu8.com/S/ROG\">Rogers</a>(Rogers) area to deliver packages.Cathy Morrow Roberson, founder of Logistics Trends & Insights, a global Logistics market research firm, said: \"They (referring to Walmart) built a freight network, and I can't say they took customers away from Amazon, but keeping the package delivery business in-house can really bring advantages.\"According to the analysis of Motley Fool, a well-known investment media in the United States, Wal-Mart has certain advantages in distribution: Wal-Mart has its own independent stores and distribution centers, which means that it has a store network to complete online orders and a logistics network to supply these stores, so that Wal-Mart no longer has to spend time on goods and storage space.In addition, a large portion of Wal-Mart's sales still come from in-store customers, who have developed shopping habits over the years. Therefore, Wal-Mart's strong comprehensive sales service can retain \"repeat customers\" and ensure adequate customer flow.Amazon's \"Ambition\": Establishment of a Global MarketWhile Wal-Mart is trying to secure its advantage in the retail market by establishing a \"last mile\", Amazon seems to have its sights set on the broader global market.<img src=\"https://static.tigerbbs.com/085032a356457297052d97fce19a954b\" tg-width=\"554\" tg-height=\"279\" referrerpolicy=\"no-referrer\">In the case of Amazon Prime membership, eMarketer, a subsidiary of digital research firm Insider Intelligence, estimates that its users are growing faster outside the U.S. than on the U.S. soil. This could be because Prime memberships are already near saturation in the U.S. market (according to eMarketer, about 65% of U.S. households were already Prime members in 2021), while in other countries, Amazon may just be starting out and have plenty of room to grow.According to official data, in 2019, the number of new registered users on Amazon Prime Day reached an all-time high, and the registration rate outside the United States was getting higher and higher, which boosted Amazon's international sales. For Prime Day 2021, 20 countries will participate, including China, Mexico, Japan, Italy, Turkey, Saudi Arabia and many others.The benefits Amazon offers through Prime vary from country to country. In the UK and parts of Europe, food is the main attraction, while in emerging markets, Prim is using video streaming as the main attraction. Dave Fildes, Amazon's head of investor relations, said on an April results call: \"In Brazil, for example, users first accept video subscriptions, and then focus on other aspects such as shopping to become a wider Prime membership. This is a way to get new customers to Amazon.\"Fields also noted that users are more likely to sign up for a Prime membership after a 30-day free trial if they use streaming to watch videos. Once registered, it is likely to spend on Amazon during the membership time, thus realizing the expansion of Amazon's global market.In contrast, Wal-Mart's global market is uncertain-in early 2018, Wal-Mart temporarily abandoned its slow-growing and struggling international business and sought faster-growing e-commerce business instead. Since then, however, Walmart has gradually reshaped its international business, acquiring Indian e-commerce start-up Flipkart for $16 billion and investing in e-commerce businesses in Canada and Mexico.Between January and March 2021, Walmart International reported that its revenue fell 8.3 percent to $27.3 billion because it was \"negatively impacted by government-mandated restrictions in certain markets [under the COVID-19 pandemic].\" However, due to the strong support of international e-commerce business, its market still maintained a growth of 5.1%.In this chase, the \"king of American retail\"<a href=\"https://laohu8.com/S/5HT.SI\">Crown</a>Whose house will it fall into? Let's wait and see.Article translated from:By Cortney Moore, Walmart's 'Deals for Days' event starts<a href=\"https://laohu8.com/S/AONE\">one</a>Day ahead of Prime Day, FOX Business, https: / /www.foxbusiness.com/lifestyle/walmart-deals-days-amazon-primeBlake Morgan, Who Wins The Battle Of Walmart Vs. Amazon?, Forbes,https://www.forbes.com/sites/blakemorgan/2021/06/14/who-wins-the-battle-of-walmart-vs-amazon/? sh =2537584a5ba7Lisa Baertlein, Echoing Amazon: Walmart, Target try local package delivery, Reuters,https://www.reuters.com/business/retail-consumer/echoing-amazon-walmart-target-try-local-package-delivery-2021-05-19/Marc Bain, Amazon Prime has signed up most of America — now it wants the rest of the world, Quartz, https: / /qz.com/2018881/amazon-prime-day-prime-is-how-amazon-expands-around-the-world/","source":"lsy1601451636609","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Walmart VS. 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Amazon: The War of the King of American Retail\n</h2>\n<h4 class=\"meta\">\n\n霞光社 2021-06-22 20:52\n\n</h4>\n</header>\n<article>\nSummer is upon us and what better way to intrigue people than a shopping spree?Similar to the 618 shopping carnival that is in full swing in China,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(Amazon) also holds its annual promotional spree (known as Amazon Prime Day) on Monday, June 21 and Tuesday, June 22. Last year, although most merchants such as Amazon had to postpone the promotion festival to October due to the epidemic, small and medium-sized enterprises on Amazon still recorded a revenue of $3.5 billion on Prime Day, a month-on-month increase of 60%.However, this year, Amazon once again faced a challenge from<a href=\"https://laohu8.com/S/WMT\">Walmart</a>The challenges of.After Amazon announced its promotion, Walmart also launched its \"2021 Deals for Days\" super promotion on the same day, which runs from June 20 to 23, two more Days than Amazon. A spokesman for Wal-Mart said that during these four days, whether on Wal-Mart's official website or in physical stores, consumers can enjoy huge discounts that can only be enjoyed during Black Friday on various goods such as gardening, electronics, household goods, toys, beauty and fashion. It is reported that this year, Wal-Mart moved the \"Black Friday\" promotion, which will be held only one day after Thanksgiving (that is, the fourth Friday of November every year), to June, and November will no longer hold the promotion activities.<img src=\"https://static.tigerbbs.com/1241bdcd5c343d678302482cd00eb2f4\" tg-width=\"554\" tg-height=\"269\" referrerpolicy=\"no-referrer\">The competition between Amazon and Walmart, the world's two largest retailers, is no stranger. In 2020, when Amazon's Prime Day event was held, Walmart launched a five-day Big Save sale. In December 2020, Walmart also launched a membership service called \"Walmart +,\" which is very similar to the service for Amazon Prime members.According to the United States<a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>Research reports released by banks,Amazon on track to overtake Walmart as the largest U.S. retailer in 2022。 Analysts said Amazon had the \"fastest growth in scale\" in the retail sector in the United States. Although neither company reported total merchandise transactions in quarterly results, it is estimated that Amazon's total merchandise transactions have grown faster than Walmart.Analysts said Amazon's total merchandise transactions increased 41% month-over-month to $316 billion in 2020, while Walmart's total merchandise transactions increased 10% month-over-month to $439 billion in 2020. Although Amazon's total transaction volume is currently lower than that of Walmart, according to the current growth rate, Amazon is expected to surpass Walmart in 2022.Although Amazon is full of momentum, the future pattern of American retail industry needs to be analyzed from more specific aspects.Amazon vs Walmart, all-round comparative analysisOffline physical salesAs far as offline physical retail business is concerned, Wal-Mart has long held an advantage. With more than 4,700 stores in the United States, Wal-Mart has long been a customary place for Americans to spend money, with an estimated 90 percent of Americans living less than 10 miles from a Wal-Mart store.At the same time, Amazon's brick-and-mortar retail business is making great strides. In 2020, Amazon expanded its offline presence with massive Amazon Fresh stores throughout the United States, in addition to opening more than 500 Whole Foods stores. At present, Amazon is operating 11 Wal-Mart stores, and 28 are under construction, but Amazon has no further indication for future planning.Looking at the offline business, Walmart dominates the physical store space with its ubiquitous stores, and despite Amazon's rapid growth, it still has a long way to go.E-commerce Growth and Network ServicesCOVID has put all stores on a rapid trajectory of digital growth, with Walmart and Amazon no exception. In fiscal year 2021 (i.e. February 1, 2020 through January 31, 2021), Walmart's e-commerce business grew by 79%. Amazon, on the other hand, accounts for 40% of all e-commerce sales in the United States, and this number is growing.Wal-Mart's new app and new store designs incorporate customers' mobile phones into shopping, blurring the line between offline and online shopping. In 2020, Walmart launched a \"Walmart +\" membership equivalent to Amazon Prime members, including free shipping, Scan and Go in-store shopping, and gas discounts. In the five months since its launch, Walmart gained about 8 million users.From Amazon's perspective, in addition to online shopping, Amazon has also achieved great success in the Prime streaming video business. In 2020, the business had more than 175 million users, and the streaming time increased by more than 70% year-on-year. Separately, Amazon Web Services is now the company's darling, generating $13.5 billion in profits for Amazon in 2020.<img src=\"https://static.tigerbbs.com/13e3302325a7ad4e8318dd70c151fe43\" tg-width=\"554\" tg-height=\"333\" referrerpolicy=\"no-referrer\">In terms of online business, the winner is undoubtedly Amazon, whose B2B and B2C businesses, as well as streaming media, have grown to become the industry leader.Innovation and developmentAmazon and Walmart are both at the forefront of innovation.On Amazon's side, in the last year alone, Amazon announced innovative services like face payments, FAA-approved drone deliveries, and even created hair salons — all during the Covid pandemic.Amazon has also continued to expand into new areas, such as increasing the supply of drugs and strengthening its smart home devices. In May, Amazon announced the $8.45 billion acquisition of MGM Studios to expand its commercial footprint.In addition, Amazon has also been a leader in innovative technologies and automation in the industry. In 2021, Amazon invested $40 million in new storage sites and will start with a 350,000-square-foot (32,516.064 square meters) building in Massachusetts.<a href=\"https://laohu8.com/S/300024\">Robot</a>Autonomous transportation centers, designed to expand the use of robots in the supply chain.Walmart is also constantly innovating in areas such as order fulfillment and customer experience. In 2020, Walmart launched Alphabot, a platform that can pick up, pack and send online orders faster and more accurately than humans.In addition, Walmart is redesigning 1,000 stores and expects to create a leaner and swifter shopping experience for customers by the end of 2021. It is reported that the new design adds an easier-to-identify logo for customers, while the upgraded App function can point out the exact location of each product for customers.When it comes to innovation, Amazon is clearly superior. Amazon has revolutionized the retail sector with its innovative products and services, as well as leading robotics and artificial intelligence technologies, and has thus become a leader in the industry.Wal-Mart \"Copy Homework\": Last Mile ChaseAs mentioned above, Walmart's general advantage lies in offline services, while Amazon's advantage lies online. In order to compete with Amazon, Wal-Mart is trying to learn from Amazon's practice and build its own \"last mile\" independent delivery service.According to Reuters, the establishment of an independent delivery business is one of Walmart's moves to narrow the sales gap with Amazon's e-commerce. Previously, Amazon had recruited a large number of small businesses to provide delivery services in vans with the company's logo in a bid to control waiting times and costs for customers.Since the pandemic hit the U.S. market last year, the U.S.<a href=\"https://laohu8.com/S/UPS\">United Parcel</a>Delivery service company UPS,<a href=\"https://laohu8.com/S/FDX\">FedEx</a>Companies FedEx and USPS, the U.S. Postal Service, have been saturated with shipping packages, and shipping costs have skyrocketed, forcing major businesses to seek new ways to deliver deliveries while controlling soaring delivery costs.John, CEO of Walmart USA<a href=\"https://laohu8.com/S/FONR\">Forner</a>Walmart is already trialling its first \"last-mile\" delivery van to deliver packages from Walmart stores or distribution centers to customers' homes, John Furner said on the company's results call.Wal-Mart spokeswoman Camille Dunn said that since January, a fleet of minivans has been operating in Bentonville, Arkansas, near Wal-Mart's headquarters, and<a href=\"https://laohu8.com/S/ROG\">Rogers</a>(Rogers) area to deliver packages.Cathy Morrow Roberson, founder of Logistics Trends & Insights, a global Logistics market research firm, said: \"They (referring to Walmart) built a freight network, and I can't say they took customers away from Amazon, but keeping the package delivery business in-house can really bring advantages.\"According to the analysis of Motley Fool, a well-known investment media in the United States, Wal-Mart has certain advantages in distribution: Wal-Mart has its own independent stores and distribution centers, which means that it has a store network to complete online orders and a logistics network to supply these stores, so that Wal-Mart no longer has to spend time on goods and storage space.In addition, a large portion of Wal-Mart's sales still come from in-store customers, who have developed shopping habits over the years. Therefore, Wal-Mart's strong comprehensive sales service can retain \"repeat customers\" and ensure adequate customer flow.Amazon's \"Ambition\": Establishment of a Global MarketWhile Wal-Mart is trying to secure its advantage in the retail market by establishing a \"last mile\", Amazon seems to have its sights set on the broader global market.<img src=\"https://static.tigerbbs.com/085032a356457297052d97fce19a954b\" tg-width=\"554\" tg-height=\"279\" referrerpolicy=\"no-referrer\">In the case of Amazon Prime membership, eMarketer, a subsidiary of digital research firm Insider Intelligence, estimates that its users are growing faster outside the U.S. than on the U.S. soil. This could be because Prime memberships are already near saturation in the U.S. market (according to eMarketer, about 65% of U.S. households were already Prime members in 2021), while in other countries, Amazon may just be starting out and have plenty of room to grow.According to official data, in 2019, the number of new registered users on Amazon Prime Day reached an all-time high, and the registration rate outside the United States was getting higher and higher, which boosted Amazon's international sales. For Prime Day 2021, 20 countries will participate, including China, Mexico, Japan, Italy, Turkey, Saudi Arabia and many others.The benefits Amazon offers through Prime vary from country to country. In the UK and parts of Europe, food is the main attraction, while in emerging markets, Prim is using video streaming as the main attraction. Dave Fildes, Amazon's head of investor relations, said on an April results call: \"In Brazil, for example, users first accept video subscriptions, and then focus on other aspects such as shopping to become a wider Prime membership. This is a way to get new customers to Amazon.\"Fields also noted that users are more likely to sign up for a Prime membership after a 30-day free trial if they use streaming to watch videos. Once registered, it is likely to spend on Amazon during the membership time, thus realizing the expansion of Amazon's global market.In contrast, Wal-Mart's global market is uncertain-in early 2018, Wal-Mart temporarily abandoned its slow-growing and struggling international business and sought faster-growing e-commerce business instead. Since then, however, Walmart has gradually reshaped its international business, acquiring Indian e-commerce start-up Flipkart for $16 billion and investing in e-commerce businesses in Canada and Mexico.Between January and March 2021, Walmart International reported that its revenue fell 8.3 percent to $27.3 billion because it was \"negatively impacted by government-mandated restrictions in certain markets [under the COVID-19 pandemic].\" However, due to the strong support of international e-commerce business, its market still maintained a growth of 5.1%.In this chase, the \"king of American retail\"<a href=\"https://laohu8.com/S/5HT.SI\">Crown</a>Whose house will it fall into? Let's wait and see.Article translated from:By Cortney Moore, Walmart's 'Deals for Days' event starts<a href=\"https://laohu8.com/S/AONE\">one</a>Day ahead of Prime Day, FOX Business, https: / /www.foxbusiness.com/lifestyle/walmart-deals-days-amazon-primeBlake Morgan, Who Wins The Battle Of Walmart Vs. Amazon?, Forbes,https://www.forbes.com/sites/blakemorgan/2021/06/14/who-wins-the-battle-of-walmart-vs-amazon/? sh =2537584a5ba7Lisa Baertlein, Echoing Amazon: Walmart, Target try local package delivery, Reuters,https://www.reuters.com/business/retail-consumer/echoing-amazon-walmart-target-try-local-package-delivery-2021-05-19/Marc Bain, Amazon Prime has signed up most of America — now it wants the rest of the world, Quartz, https: / /qz.com/2018881/amazon-prime-day-prime-is-how-amazon-expands-around-the-world/\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://mp.weixin.qq.com/s/mI3jXunxtG2NsNaraEXy1Q\">霞光社 </a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1277c588f730effea40429d55740af79","relate_stocks":{"WMT":"沃尔玛","AMZN":"亚马逊"},"source_url":"https://mp.weixin.qq.com/s/mI3jXunxtG2NsNaraEXy1Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158994165","content_text":"夏日到来，还有什么比疯狂购物更能引起人们的兴趣呢？\n与中国进行得如火如荼的618购物狂欢节类似，亚马逊（Amazon）也于6月21日（周一）和6月22日（周二）举行一年一度的促销狂欢活动（即Amazon Prime Day）。去年，虽然受到疫情影响，亚马逊等大多数商家不得不将促销节推迟到十月份，但亚马逊上的小中型企业依旧在Prime Day中创下了35亿美元的收入，环比增长60%。\n然而，今年亚马逊再一次面临了来自沃尔玛的挑战。在亚马逊宣布其促销活动后，沃尔玛也在同一天推出了“2021年特惠日”（2021 Deals for Days）的超级促销活动，活动从6月20日持续到23日，比亚马逊还更多两天。沃尔玛发言人称，在这四天时间内，无论是在沃尔玛官网还是在实体店，消费者都可以在园艺、电子产品、家居用品、玩具、美妆、时装等各类商品上享受“黑色星期五”时才能享受的巨大折扣。据悉，今年沃尔玛把每年感恩节后一天（即每年11月的第四个星期五）才会举行的“黑色星期五”大促销移动至6月，而11月将不再举行大促活动。\n\n亚马逊与沃尔玛这两家全球最大零售商的竞争并不让人陌生。2020年，亚马逊的Prime Day活动举办时，沃尔玛则推出了为期五天的“巨省钱”（Big Save）促销活动。2020年12月，沃尔玛还推出了一项名为“沃尔玛+”（Walmart +）的会员服务，与亚马逊Prime会员的服务十分类似。\n据美国摩根大通银行发布的研究报告，亚马逊有望在2022年取代沃尔玛成为美国最大的零售商。分析师表示，亚马逊在美国的零售业领域“规模增长最快”，虽然两家均未在季度业绩中公布商品交易总额，但据估计，亚马逊的商品交易总额增长速度快于沃尔玛。\n分析师称，亚马逊2020年的商品交易总额环比增长41%，达到3160亿美元，而沃尔玛2020年的商品交易总额环比增长10%，达到4390亿美元。虽然目前亚马逊的交易总额低于沃尔玛，但按照目前的增速预计，2022年，亚马逊有望超越沃尔玛。\n虽然亚马逊冲劲满满，但美国零售业未来格局如何，还需从更具体方面分析。\n亚马逊vs沃尔玛，全方位对比解析\n线下实体销售\n就线下的实体零售业务而言，沃尔玛长期占据优势。沃尔玛在美国拥有4700多家门店，长久以来已经成为了美国人习惯消费的场所，据估计90%的美国人都住在距离沃尔玛门店不到10英里的地方。\n而同时，亚马逊的实体零售业务正在大步前进。2020年，亚马逊扩大了自己的线下业务，除了开设Whole Foods的500多家门店外，亚马逊还在美国各地开设了大规模的亚马逊生鲜（Amazon Fresh）店。目前，亚马逊在运营11家沃尔玛门店，还有28家正在筹建中，但对于未来的规划，亚马逊没有更进一步的表示。\n从线下业务来看，沃尔玛以其无处不在的门店在实体店领域占据主导地位，尽管亚马逊发展迅速，但仍有很长的路要走。\n电商增长与网络服务\n新冠疫情使得所有商店都进入了数字化增长的快速轨道，沃尔玛和亚马逊均不例外。在2021财年（即2020年2月1日到2021年1月31日），沃尔玛的电商业务增长了79%。而亚马逊则占据了美国所有电商销售额的40%，而且这一数字还在不断增长。\n沃尔玛的新版应用以及新的门店设计将顾客的手机纳入到购物中，模糊了线下购物和网上购物之间的界限。2020年，沃尔玛推出了相当于Amazon Prime会员的“沃尔玛+” （Walmart +）会员，囊括了免费的送货服务、Scan and Go店内购物服务和汽油折扣等各项优惠服务，在其推出的五个月里，沃尔玛收获了大约800万用户。\n而从亚马逊来看，除了线上购物外，亚马逊还在Prime流媒体视频业务上取得了巨大成功，2020年，该业务的用户已超过1.75亿，流媒体时长同比增长了70%以上。另外，网络服务（Amazon Web Services）如今已成为该公司的宠儿，在2020年为亚马逊带来了135亿美元的利润。\n\n在线上业务方面，赢家无疑是亚马逊，它的B2B和B2C业务，以及流媒体都增长成为了行业的领头羊。\n创新发展\n亚马逊和沃尔玛都走在创新的前沿。\n亚马逊方面，仅在去年，亚马逊就宣布了人脸支付、美国联邦航空局批准的无人机送货等创新服务，甚至还创建了美发沙龙——而所有这些都发生在新冠疫情流行期间。\n亚马逊还继续扩展到了新的领域，比如增加药品供应和加强其智能家居设备等。今年5月，亚马逊宣布以84.5亿美元收购米高梅电影公司，以扩展其商业版图。\n此外，亚马逊也一直是行业创新技术和自动化的领导者。2021年，亚马逊投资4000万美元建设新型仓储地，并将首先在马萨诸塞州开设一个35万平方英尺（约合32516.064平方米）的机器人自动运输中心，旨在扩大机器人在供应链中的使用。\n沃尔玛也在订单执行和客户体验等方面不断创新。2020年，沃尔玛推出了Alphabot，该平台可以比人类更快、更准确地提取、打包和发送在线订单。\n此外，沃尔玛还在重新设计1000家门店，预计到2021年底将为顾客创造更精简、更迅捷的购物体验。据悉，新设计为顾客增加了更容易识别的标识，而升级后的App功能则能为顾客指出每件商品的确切位置。\n在创新方面，亚马逊显然更胜一筹。亚马逊以其创新的产品和服务，以及领先的机器人和人工智能技术革新了零售领域，也因此成为了行业中的头部企业。\n沃尔玛“抄作业”：最后一英里追逐战\n正如上文所述，沃尔玛的普遍优势在于线下服务，而亚马逊的优势则在于线上。为了与亚马逊形成抗衡之势，沃尔玛正在尝试借鉴亚马逊的做法，自己建立“最后一英里”（last mile）的独立配送服务。\n路透社称，建立独立配送业务是沃尔玛缩小与亚马逊电商销售差距的举措之一。此前，亚马逊已经招募了大批小企业，用印有该公司标志的货车提供送货服务，以期控制客户的等待时间和成本。\n自去年疫情袭击美国市场以来，美国联合包裹运送服务公司UPS、联邦快递公司FedEx和美国邮政总局USPS一直处于运送包裹的饱和状态，运送费用飙升，迫使各大企业在控制不断飙升的快递成本的同时，寻求新的方式递送快递。\n沃尔玛美国首席执行官约翰•福纳（John Furner）在公司业绩电话会议上表示，沃尔玛已在试用其首款 “最后一英里”送货车，将包裹从沃尔玛门店或配送中心送至顾客家中。\n沃尔玛发言人卡米尔•邓恩（Camille Dunn）说，自今年1月份以来，已有小型货车车队在阿肯色州沃尔玛总部附近的本顿维尔（Bentonville）和罗杰斯（Rogers）地区运送包裹。\n全球物流市场研究公司Logistics Trends & Insights的创始人凯西•莫罗•罗伯森（Cathy Morrow Roberson）表示:“他们（指沃尔玛）建立了一个货运网络，我不能说他们把顾客从亚马逊那里抢走了，但将包裹递送业务保留在内部确实可以带来优势。”\n美国知名投资媒体Motley Fool分析，沃尔玛在配送上具有一定优势：沃尔玛拥有自己独立的门店和配送中心，这意味着它拥有完成在线订单的商店网络和为这些商店供货的物流网络，这样沃尔玛就无需再在商品与仓储空间上花费心思。\n此外，沃尔玛的很大部分销售额仍然来自店内顾客，多年来顾客已经养成了购物习惯，因此，沃尔玛强大的综合性售卖服务能够留住“回头客”，确保足够的客流。\n亚马逊的“野望”：全球市场的建立\n虽然沃尔玛试图通过建立“最后一英里”以确保自己在零售市场的优势，不过，亚马逊似乎将眼光放在了更加广阔的全球市场上。\n\n以亚马逊Prime会员为例，数字研究公司Insider Intelligence的子公司eMarketer估计，其用户在美国以外地区的增长速度要快于美国本土。这可能是因为Prime会员在美国市场已经接近饱和（根据eMarketer的数据，2021年已经约有65%的美国家庭成为Prime会员），而在其他国家，亚马逊可能只是刚刚起步，拥有足够的增长空间。\n据官方资料，2019年，亚马逊Prime Day的新注册用户达到历史最高，并且美国以外的地区注册率越来越高，这对于亚马逊国际销售产生了推动作用。而2021年的Prime Day，则将有20个国家参加，包括中国、墨西哥、日本、意大利、土耳其、沙特阿拉伯和许多其他国家。\n亚马逊通过Prime提供的福利因国家而异。在英国和欧洲部分地区，食品是主要的吸引力，而在新兴市场中， Prim则以视频流媒体作为主要吸引力。亚马逊的投资者关系主管戴夫•菲尔德斯（Dave Fildes）在4月份的业绩电话会议上说：“比如在巴西，用户首先接受视频订阅服务，然后关注到其他比如购物方面，成为更广泛的Prime会员。这是一种让新客户接触亚马逊的方式。”\n菲尔德斯还指出，如果用户使用流媒体观看视频，那么在30天免费试用后，用户就更有可能注册Prime会员。而一旦注册，则很可能会在会员时间内在亚马逊上消费，由此实现亚马逊的全球市场的扩张。\n而相比之下，沃尔玛的全球市场则前景不明——2018年初，沃尔玛暂时放弃了增长缓慢和举步维艰的国际业务，转而寻求增长更快的电商业务。不过，此后，沃尔玛逐渐重塑其国际业务，以160亿美元收购印度电子商务初创企业Flipkart，并投资了加拿大和墨西哥的电商业务。\n2021年1月到3月，沃尔玛国际（Walmart International）公布其收入因“受到了（新冠疫情下）某些市场政府强制限制的负面影响”下降了8.3%，下降至了273亿美元。不过，因为国际电商业务的强劲助力，其市场仍保持了5.1%的增长。\n在这场追逐战中，“美国零售之王”的皇冠会落入谁家？让我们拭目以待。\n文章翻译自：\nBy Cortney Moore, Walmart's 'Deals for Days' event starts one day ahead of Prime Day, FOX Business, https://www.foxbusiness.com/lifestyle/walmart-deals-days-amazon-prime\nBlake Morgan, Who Wins The Battle Of Walmart Vs. Amazon?, Forbes,\nhttps://www.forbes.com/sites/blakemorgan/2021/06/14/who-wins-the-battle-of-walmart-vs-amazon/?sh=2537584a5ba7\nLisa Baertlein, Echoing Amazon: Walmart, Target try local package delivery, Reuters,\nhttps://www.reuters.com/business/retail-consumer/echoing-amazon-walmart-target-try-local-package-delivery-2021-05-19/\nMarc Bain, Amazon Prime has signed up most of America—now it wants the rest of the world, Quartz, https://qz.com/2018881/amazon-prime-day-prime-is-how-amazon-expands-around-the-world/","news_type":1,"symbols_score_info":{"AMZN":0.9,"WMT":0.9}},"isVote":1,"tweetType":1,"viewCount":1404,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}