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July 22, 2021
Uncategorized

沃爾瑪 Target網購業務成長 強勢挑戰亞馬遜

「黑色星期五」以及隨後的「網購星期一」,以亞馬遜為代表的電商勢力並不是唯一的贏家。沃爾瑪、Target、百思買等傳統零售巨頭,依然是這場全民消費盛宴中不可忽視的重要力量。11 月前兩週消費者在沃爾瑪 和 Target 的網購金額較去年同期大增,其成長遠超亞馬遜。

作為一年一度最重要的購物節日,「黑色星期五」在如今的網絡時代下,已經和過去發生了很大的變化:消費者徹夜在商場外排隊等待大門敞開,衝進去將打折商品一搶而空的場景正變得越來越少,人們在線上的購物活動正逐漸變成「黑色星期五」的主流。今年的數據進一步反映了這樣的趨勢:Salesforce的市場調研數據顯示,今年消費者在「黑五」當天在線消費金額為72億,同比增長14%,創下「黑五」當天在線消費紀錄。

研究公司Edison Trends的數據顯示,11月的前兩週,沃爾瑪和Target的在線客戶支出同比增速比亞馬遜更快。其中,沃爾瑪的電商收入比去年同期增長了51%,而Target緊隨其後,增長了47%,亞馬遜的客戶支出僅增長了32%。

過去一年中,沃爾瑪的股價上漲了20%,同期Target上漲了75%,百思買上升了25%。儘管在挑戰亞馬遜這一點上,一些零售商還落後沃爾瑪和 Target,但他們也有所進展。 Nordstrom、Etsy、 Best Buy 和 Macy’s 的網購消費金額均較去年同期小幅成長,Kohl’s 表現持平,但 eBay 和 J.C. Penney’s 的網購消費金額較去年同期下滑。

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