疫情之下,美國人大幅縮減開支,零售巨頭沃爾瑪卻能置身于危機之外,股價逆市上漲,創歷史新高,這似乎有悖常理。
上周,沃爾瑪百貨有限公司股價一度創上市新高;分析人員指出,這家折扣零售商擁有強大的基礎設施與商品組合,使其在新冠病毒危機解除后很長一段時間內都能從變化的購物模式中獲益。
作為全球最大的零售商,沃爾瑪去年在美國門店的銷售額總計為3410億美元。沃爾瑪于當地時間上周四晚間宣布,因食品和家用必需品等日用品需求激增,公司計劃額外招募15萬名臨時工,以應對搶購浪潮。上周一,沃爾瑪的主要競爭對手亞馬遜也發布了類似聲明,擬增雇10萬名員工。
沃爾瑪在一項聲明中稱,新員工主要在配送中心工作,其中很多崗位可能會逐步轉正。
最近,成千上萬的美國人開啟了生活必需品囤貨模式,沃爾瑪、開市客倉儲量販店和塔吉特等零售商,銷售業績一路高歌猛進,與假期銷量不相上下;同時,這些公司的間接競爭對手,尤其是梅西百貨、科爾士百貨和蓋璞等百貨公司和服裝連鎖店,卻因暫停營業而偃旗息鼓。塔吉特首席執行官布萊恩·康奈爾在上周早些時候稱,公司業務出現“持續性飆升”。
同樣推動沃爾瑪等零售商業務急速增長的還有餐館歇業的因素。美國人不能下館子,就會買更多的食品雜貨,沃爾瑪公司事務執行副總裁丹·巴特萊特在接受電話采訪時稱。他指出,隨著全美最大的食品雜貨商沃爾瑪和其他食品賣家不停地把貨架補滿,零售業的供應鏈“已經滿負荷運轉了”。
分析人員稱,沃爾瑪之所以能夠脫穎而出,除了利用供應鏈之外,還得益于對供應商強大的影響力以及實力雄厚的門店和電商基礎設施。
上周早些時候,瑞士信貸上調了沃爾瑪股票的評級,稱新冠病毒危機正在“促進”美國消費者的購物模式發生“結構性改變”,特別是“食品雜貨線上下單、到店提貨”,這是沃爾瑪多來年投入數十億美元資金形成的模式;即使亞馬遜擁有全食超市連鎖和亞馬遜生鮮服務業務,也難以與之匹敵。
去年,沃爾瑪的在線銷售額提升了35%,絕大多數增長來自于食品雜貨,并得益于各大門店為消費者線上訂單準備好貨物的能力。消費者特別喜歡這種模式:只需開車前往沃爾瑪,員工就會把在線訂購好的貨物裝入后備箱中。沃爾瑪在美國擁有4700家門店,其中3200家提供“食品雜貨線上下單、到店提貨”服務,1600家提供配送服務。大約90%的美國人,其住所方圓16公里內必有一家沃爾瑪門店。
新冠病毒危機結束后、一切恢復如常很長一段時間內,依然能推動沃爾瑪增長的另一個原因是:疫情期間,這家零售巨頭吸引了那些從前也許不愿意在此購物的新顧客。近年來,沃爾瑪提升了所售的服裝和家居用品質量,以更好地與塔吉特和各大百貨公司競爭,也全面改革了食品雜貨業務,呈現了更美觀的門店展示、提供了更新鮮的食品以及更多高端牛排等高級食品。這一切,都有利于給第一次來沃爾瑪購物的新顧客留下好印象。
“這種購物模式的改變應長期存在,對[沃爾瑪]有利;沃爾瑪已經投資于基礎設施、技術和人才,以促進這種模式逐漸演變,”瑞士信貸分析人員上周三撰寫的研究紀要中指出。
但充分利用這種模式的前提條件是確保員工的積極性:明知有被感染的風險,也愿意在危險的病毒爆發期工作。沃爾瑪早在幾年前就開始給員工加薪,以提高留任率并改善客服。上周四,沃爾瑪宣布,將于4月2日向所有美國時薪員工發放現金獎勵:全職員工每人300美元,兼職每人150美元。沃爾瑪將為這些獎金和其他措施支付5.45億美元以上,但對于贏得市場占有率的機會來說,這是相對小的數目。去年,美國沃爾瑪的營業利潤達178億美元。
上周五,志在成為本次危機大贏家的塔吉特也蓄勢待發,加入了提高員工待遇的行列。塔吉特宣布,從即日起到5月2日,門店和配送中心員工時薪上調2美元;公司將為此支付3億美元。
上上周,塔吉特、沃爾瑪以及連鎖藥店CVS和沃爾格林稱,它們正在提供部分停車場,作為新型冠狀病毒的檢測場所。上周四,CVS開放了位于波士頓郊外的停車場作為首個檢測點,而沃爾瑪上周末可能會開放芝加哥附近的停車場,這兩處均用于對醫療和急救人員進行檢測。
“一切都已準備就緒,”沃爾瑪的丹·巴特萊特說。“我們有帳篷。檢測很快就可以投入運行。”接受檢測的主要是醫療與急救人員。(財富中文網)
譯者:夏晴
疫情之下,美國人大幅縮減開支,零售巨頭沃爾瑪卻能置身于危機之外,股價逆市上漲,創歷史新高,這似乎有悖常理。
上周,沃爾瑪百貨有限公司股價一度創上市新高;分析人員指出,這家折扣零售商擁有強大的基礎設施與商品組合,使其在新冠病毒危機解除后很長一段時間內都能從變化的購物模式中獲益。
作為全球最大的零售商,沃爾瑪去年在美國門店的銷售額總計為3410億美元。沃爾瑪于當地時間上周四晚間宣布,因食品和家用必需品等日用品需求激增,公司計劃額外招募15萬名臨時工,以應對搶購浪潮。上周一,沃爾瑪的主要競爭對手亞馬遜也發布了類似聲明,擬增雇10萬名員工。
沃爾瑪在一項聲明中稱,新員工主要在配送中心工作,其中很多崗位可能會逐步轉正。
最近,成千上萬的美國人開啟了生活必需品囤貨模式,沃爾瑪、開市客倉儲量販店和塔吉特等零售商,銷售業績一路高歌猛進,與假期銷量不相上下;同時,這些公司的間接競爭對手,尤其是梅西百貨、科爾士百貨和蓋璞等百貨公司和服裝連鎖店,卻因暫停營業而偃旗息鼓。塔吉特首席執行官布萊恩·康奈爾在上周早些時候稱,公司業務出現“持續性飆升”。
同樣推動沃爾瑪等零售商業務急速增長的還有餐館歇業的因素。美國人不能下館子,就會買更多的食品雜貨,沃爾瑪公司事務執行副總裁丹·巴特萊特在接受電話采訪時稱。他指出,隨著全美最大的食品雜貨商沃爾瑪和其他食品賣家不停地把貨架補滿,零售業的供應鏈“已經滿負荷運轉了”。
分析人員稱,沃爾瑪之所以能夠脫穎而出,除了利用供應鏈之外,還得益于對供應商強大的影響力以及實力雄厚的門店和電商基礎設施。
上周早些時候,瑞士信貸上調了沃爾瑪股票的評級,稱新冠病毒危機正在“促進”美國消費者的購物模式發生“結構性改變”,特別是“食品雜貨線上下單、到店提貨”,這是沃爾瑪多來年投入數十億美元資金形成的模式;即使亞馬遜擁有全食超市連鎖和亞馬遜生鮮服務業務,也難以與之匹敵。
去年,沃爾瑪的在線銷售額提升了35%,絕大多數增長來自于食品雜貨,并得益于各大門店為消費者線上訂單準備好貨物的能力。消費者特別喜歡這種模式:只需開車前往沃爾瑪,員工就會把在線訂購好的貨物裝入后備箱中。沃爾瑪在美國擁有4700家門店,其中3200家提供“食品雜貨線上下單、到店提貨”服務,1600家提供配送服務。大約90%的美國人,其住所方圓16公里內必有一家沃爾瑪門店。
新冠病毒危機結束后、一切恢復如常很長一段時間內,依然能推動沃爾瑪增長的另一個原因是:疫情期間,這家零售巨頭吸引了那些從前也許不愿意在此購物的新顧客。近年來,沃爾瑪提升了所售的服裝和家居用品質量,以更好地與塔吉特和各大百貨公司競爭,也全面改革了食品雜貨業務,呈現了更美觀的門店展示、提供了更新鮮的食品以及更多高端牛排等高級食品。這一切,都有利于給第一次來沃爾瑪購物的新顧客留下好印象。
“這種購物模式的改變應長期存在,對[沃爾瑪]有利;沃爾瑪已經投資于基礎設施、技術和人才,以促進這種模式逐漸演變,”瑞士信貸分析人員上周三撰寫的研究紀要中指出。
但充分利用這種模式的前提條件是確保員工的積極性:明知有被感染的風險,也愿意在危險的病毒爆發期工作。沃爾瑪早在幾年前就開始給員工加薪,以提高留任率并改善客服。上周四,沃爾瑪宣布,將于4月2日向所有美國時薪員工發放現金獎勵:全職員工每人300美元,兼職每人150美元。沃爾瑪將為這些獎金和其他措施支付5.45億美元以上,但對于贏得市場占有率的機會來說,這是相對小的數目。去年,美國沃爾瑪的營業利潤達178億美元。
上周五,志在成為本次危機大贏家的塔吉特也蓄勢待發,加入了提高員工待遇的行列。塔吉特宣布,從即日起到5月2日,門店和配送中心員工時薪上調2美元;公司將為此支付3億美元。
上上周,塔吉特、沃爾瑪以及連鎖藥店CVS和沃爾格林稱,它們正在提供部分停車場,作為新型冠狀病毒的檢測場所。上周四,CVS開放了位于波士頓郊外的停車場作為首個檢測點,而沃爾瑪上周末可能會開放芝加哥附近的停車場,這兩處均用于對醫療和急救人員進行檢測。
“一切都已準備就緒,”沃爾瑪的丹·巴特萊特說。“我們有帳篷。檢測很快就可以投入運行。”接受檢測的主要是醫療與急救人員。(財富中文網)
譯者:夏晴
It may seem counterintuitive that at a time Americans are sharply curtailing much of their spending, a retailer's shares would flirt with their all-time highs.
But this week, Walmart Inc's stock briefly reached an apex as analysts said the discount retailer's infrastructure and merchandise mix put it in a great position to benefit from changing shopping patterns long after the coronavirus crisis eases.
The world's largest retailer, whose namesake U.S. stores had sales of $341 billion last year, said late Thursday that demand for the everyday goods such as food and house essentials had surged to the point that it would hire 150,000 temporary workers to handle it. The announcement follows a similar one from Amazon on Monday, where Walmart's chief rival said it would hire 100,000 workers.
Walmart's new employees will for the most part work in distribution centers, with many likely to made permanent staff over time, Walmart said in a?statement.
Retailers like Walmart, Costco Wholesale, and Target have seen a jump in business similar to what they see during the holidays as millions of Americans stock up on essentials all while many indirect rivals such as department stores and apparel chains, notably Macy's, Kohl's, and The Gap, are MIA as they close temporarily. Target CEO Brian Cornell said earlier this week the company was seeing a "continued surge" in business.
Also helping Walmart and its ilk? Restaurant closings that mean Americans are buying more groceries, Dan Bartlett, Walmart’s executive vice president of corporate affairs, told reporters on a call. The retail's supply chain is "catching its breath," he said, as Walmart, the country top grocer, and other food sellers keep shelves stocked.
That supply chain, along with Walmart's clout with vendors and its massive store and e-commerce infrastructure are why Walmart is breaking away from the pack, analysts say.
Earlier this week, Credit Suisse upgraded Walmart's stock, saying that the coronavirus crisis is "accelerating structural change" in how Americans shop, notably in ordering groceries online and then retrieving them at the store, capabilities Walmart has spent billions of dollars in years building and that are hard for Amazon to match, even with its network of Whole Foods stores and Amazon Fresh business.
Last year, Walmart's digital sales rose 35%, the bulk of the growth coming from grocery and helped by the ability of stores to have orders ready for customers. Customers have notably liked the option to just drive by and have a Walmart worker pop the groceries in the trunk. Walmart, which has 4,700 stores, offers online grocery pickup at 3,200 of those locations and delivery from 1,600. About 90% of the Americans live within 10 miles of a Walmart store.
Another way this crisis could help Walmart long after things return to normal: The retailer is getting new customers who might not have wanted to shop there before. In recent years, it has improved its apparel and home goods offerings to better compete with Target and department stores and overhauled its grocery business with nicer store presentation and more fresh food and things like higher-end steaks. Many such people are shopping at Walmart for the first time.
"This change should be stuck, and favor [Walmart], as it’s invested in its infrastructure, technology and people, to evolve its model," Credit Suisse analysts wrote in a research note on Wednesday.
But capitalizing on this means having motivated staff, willing to work during a dangerous virus outbreak that could hit them too. So Walmart, which started increasing wages several years ago to improve retention and customer service, said on Thursday that all U.S. hourly employees will receive a cash bonus on April 2: $300 for full-time staff and $150 for part-time worker. That and other moves will cost Walmart more than $545 million in all, a relatively small amount given the opportunity to win some market share. Walmart U.S. had an operating profit of $17.8 billion last year.
On Friday, Target, also poised to be a big winner from the crisis, joined in on the action, announcing $2-an-hour raises for store workers and distribution center staff through May 2, among the initiatives that will cost it $300 million.
Both Target and Walmart, along with drugstore chains CVS pharmacy and Walgreens, said last week they were offering up space in their parking lots to make coronavirus testing available. CVS opened its first site outside Boston on Thursday, while Walmart looks set to go with a pilot near Chicago this weekend, with tests for healthcare workers and first responders, as is the case with the Boston-area CVS.
"Everything is ready to go, said Walmart's Dan Bartlett. "We have the tents. It should be up and running soon." The tests will be primarily for healthcare workers and first responders.