據報道,沃爾瑪將于本月晚些時候推出對標亞馬遜Prime的會員服務,購買該會員服務的消費者可以享受食品雜貨、家居用品和保健品的送貨上門服務。
據Recode報道,該項名為“Walmart+”的會員服務,年費為98美元,比亞馬遜Prime會員年費低21美元,預計其中將包括沃爾瑪加油站燃油折扣以及不限次數的當日送貨服務。沃爾瑪拒絕評論該報道的真實性。
美銀美林的分析師羅伯特?奧姆斯也沒有收到任何沃爾瑪即將推出Walmart+會員服務的官方確認,但他表示,考慮到沃爾瑪已經將增加門店購物途徑作為發展戰略,推出這一服務完全合乎情理。
“這是對沃爾瑪現有業務的自然延伸。”奧姆斯說,“沃爾瑪一直在努力提升其門店的全渠道服務能力。”
沃爾瑪在全美擁有約4,756家門店。去年,沃爾瑪宣布,2019年秋將在1400家門店推行98美元的店鋪會員“無限配送”服務。隨后,由于新冠疫情影響,今年4月沃爾瑪又“提升了”快速配送(食品和日用百貨兩小時內送貨上門)服務速度。消費者在基礎配送費上再加付10美元后,即可享受這項服務。今年5月,沃爾瑪還整合了旗下的日用百貨應用程序和食品雜貨應用程序。
奧姆斯表示,“Warlmart+”是對現有沃爾瑪會員服務的升級,讓消費者能以同樣的價錢獲得更好的服務。
新冠疫情期間,消費者大多宅在家中,網購比例隨之提高,正是在此背景之下傳出了沃爾瑪即將推出升級服務的消息。與此同時,由于在線食品雜貨配送和取貨服務大受歡迎,沃爾瑪在電商行業的份額也快速提升。
亞馬遜第一季度的銷售額同比增長了26%,增速較上年同期大幅提升近10個百分點。與此同時,沃爾瑪第一季度銷售額同比增長了8.6%,其中電商業務銷售額猛增了74%。
奧姆斯說:“現在通過網購在沃爾瑪消費的人比以前增加了許多。僅從其飆升的增長率就能看出,沃爾瑪和塔吉特是新冠疫情的最大贏家之一。”
一直以來,亞馬遜都是電商行業的霸主,在其于2005年推出Prime會員服務后,這種優勢更是進一步擴大。消費者在繳納119美元的會員費后可以享受除配送服務外的多重特權,包括觀看亞馬遜流媒體庫——Prime Video中的視頻、獲得專屬購物折扣以及免費閱讀Prime Reading中的1000本電子書和雜志。
據Recode報道,Walmart+可能也會加入視頻娛樂方面的特權,摩根士丹利的分析師司米昂?古特曼表示,沃爾瑪或將在Walmart+服務中加入旗下眼鏡店和藥店的折扣,也可能考慮通過該公司旗下的量販式零售商山姆俱樂部來提供一些特殊優惠。此外,因為沃爾瑪在全美各處有數千家門店,所以在食品雜貨配送方面的覆蓋范圍也更大,而亞馬遜在配送生鮮產品時則要依賴全食超市,后者在全美只有約500家門店。
沃爾瑪要想成功從亞馬遜的碗中分得一杯羹,還得證明自己能夠持續提供優質服務。古特曼表示,沃爾瑪還要設法吸引亞馬遜相對“更富有”的客戶,并且改變人們“送貨上門,首選亞馬遜”的觀念。
古特曼說:“改變這種觀念需要花些時間,但這個市場足夠大,完全容得下兩大巨頭。”(財富中文網)
譯者:Feb
據報道,沃爾瑪將于本月晚些時候推出對標亞馬遜Prime的會員服務,購買該會員服務的消費者可以享受食品雜貨、家居用品和保健品的送貨上門服務。
據Recode報道,該項名為“Walmart+”的會員服務,年費為98美元,比亞馬遜Prime會員年費低21美元,預計其中將包括沃爾瑪加油站燃油折扣以及不限次數的當日送貨服務。沃爾瑪拒絕評論該報道的真實性。
美銀美林的分析師羅伯特?奧姆斯也沒有收到任何沃爾瑪即將推出Walmart+會員服務的官方確認,但他表示,考慮到沃爾瑪已經將增加門店購物途徑作為發展戰略,推出這一服務完全合乎情理。
“這是對沃爾瑪現有業務的自然延伸。”奧姆斯說,“沃爾瑪一直在努力提升其門店的全渠道服務能力。”
沃爾瑪在全美擁有約4,756家門店。去年,沃爾瑪宣布,2019年秋將在1400家門店推行98美元的店鋪會員“無限配送”服務。隨后,由于新冠疫情影響,今年4月沃爾瑪又“提升了”快速配送(食品和日用百貨兩小時內送貨上門)服務速度。消費者在基礎配送費上再加付10美元后,即可享受這項服務。今年5月,沃爾瑪還整合了旗下的日用百貨應用程序和食品雜貨應用程序。
奧姆斯表示,“Warlmart+”是對現有沃爾瑪會員服務的升級,讓消費者能以同樣的價錢獲得更好的服務。
新冠疫情期間,消費者大多宅在家中,網購比例隨之提高,正是在此背景之下傳出了沃爾瑪即將推出升級服務的消息。與此同時,由于在線食品雜貨配送和取貨服務大受歡迎,沃爾瑪在電商行業的份額也快速提升。
亞馬遜第一季度的銷售額同比增長了26%,增速較上年同期大幅提升近10個百分點。與此同時,沃爾瑪第一季度銷售額同比增長了8.6%,其中電商業務銷售額猛增了74%。
奧姆斯說:“現在通過網購在沃爾瑪消費的人比以前增加了許多。僅從其飆升的增長率就能看出,沃爾瑪和塔吉特是新冠疫情的最大贏家之一。”
一直以來,亞馬遜都是電商行業的霸主,在其于2005年推出Prime會員服務后,這種優勢更是進一步擴大。消費者在繳納119美元的會員費后可以享受除配送服務外的多重特權,包括觀看亞馬遜流媒體庫——Prime Video中的視頻、獲得專屬購物折扣以及免費閱讀Prime Reading中的1000本電子書和雜志。
據Recode報道,Walmart+可能也會加入視頻娛樂方面的特權,摩根士丹利的分析師司米昂?古特曼表示,沃爾瑪或將在Walmart+服務中加入旗下眼鏡店和藥店的折扣,也可能考慮通過該公司旗下的量販式零售商山姆俱樂部來提供一些特殊優惠。此外,因為沃爾瑪在全美各處有數千家門店,所以在食品雜貨配送方面的覆蓋范圍也更大,而亞馬遜在配送生鮮產品時則要依賴全食超市,后者在全美只有約500家門店。
沃爾瑪要想成功從亞馬遜的碗中分得一杯羹,還得證明自己能夠持續提供優質服務。古特曼表示,沃爾瑪還要設法吸引亞馬遜相對“更富有”的客戶,并且改變人們“送貨上門,首選亞馬遜”的觀念。
古特曼說:“改變這種觀念需要花些時間,但這個市場足夠大,完全容得下兩大巨頭。”(財富中文網)
譯者:Feb
Walmart is reportedly planning to debut an Amazon-rival subscription service later this month, allowing customers to get their groceries and home and health products delivered to their door.
The service, called Walmart+, will cost consumers $98 a year—$21 less than an annual subscription for Amazon Prime—and is expected to include discounts at its gas stations and unlimited same-day delivery, according to Recode. The company declined to confirm the report.
Robert Ohmes, analyst at Bank of America Merrill Lynch, has also not received any official confirmation that Walmart+ will soon roll out. But he said the service makes a lot of sense, given Walmart’s strategy of providing people with more ways to buy the products sold in its stores.
“This is the natural extension of what Walmart’s already been doing,” he said. “Walmart’s constantly trying to improve the level of omnichannel services of its stores.”
The company, which boasts approximately 4,756 U.S. Walmart stores, announced last year that it was expanding its Delivery Unlimited service, a $98 grocery membership, to 1,400 stores in the fall. Then in April it “accelerated the development” of Express Delivery, a two-hour delivery service for food and general merchandise, in light of the coronavirus pandemic. The service costs consumers $10 plus the original delivery charge. In May, Walmart combined its general merchandise app with its grocery app.
Walmart+ is the next evolution in giving customers more bang for their buck, Ohmes said.
The reported development of the service comes as consumers buy more items online while sheltering in place during the coronavirus pandemic. Meanwhile, Walmart has been rapidly growing its market share of the e-commerce industry, given the popularity of grocery delivery and pickup during the pandemic.
Amazon reported that its first-quarter sales jumped 26% compared to the same quarter last year. That’s nearly 10% more growth than last year’s first quarter. Meanwhile, Walmart said its first-quarter sales increased 8.6%, with e-commerce sales jumping a whopping 74%.
“There are a lot more people engaging Walmart digitally than they have before,” Ohmes said. “Walmart and Target are some of the biggest winners in a COVID environment, just looking at the significant growth rates.”
Amazon has long dominated e-commerce, and with its Prime membership, which debuted in 2005, it’s only gotten bigger. In addition to delivery, the $119 annual membership gives customers access to Prime Video, Amazon’s streaming library, exclusive shopping deals, and free access to Prime Reading’s 1,000 e-books and magazines.
Walmart+ may also include video entertainment, according to Recode, and Morgan Stanley analyst Simeon Gutman said the retailer likely would consider including discounts or services related to its optical department and pharmacy. It could also consider adding special offers through Sam’s Club, its bulk retailer. Walmart also has a wider reach when it comes to grocery delivery, as it has thousands of stores across the nation. Amazon is dependent on Whole Foods, which has only about 500 stores in the U.S., for its Amazon Fresh grocery delivery service.
In order for Walmart to successfully take a bite out of Amazon, Walmart will have to prove that it can consistently deliver. It also will have to appeal to Amazon’s somewhat “wealthier” customer and change the perception that Amazon is the go-to for delivery, Gutman said.
“It's going to take time to change that perception,” Gutman said. “But there’s definitely room for two.”