750億美元。這是沃爾瑪(Walmart Inc.)在8月17日表示預(yù)計其電商業(yè)務(wù)今年可能帶來的收入。沃爾瑪之前從未如此明確地預(yù)測其數(shù)字銷售額。
沃爾瑪對于其數(shù)字業(yè)務(wù)的規(guī)模一直守口如瓶,因為該業(yè)務(wù)仍然無法與亞馬遜(Amazon)的電商業(yè)務(wù)媲美。據(jù)eMarketer統(tǒng)計,亞馬遜美國電商業(yè)務(wù)的規(guī)模比沃爾瑪數(shù)字業(yè)務(wù)大5.5倍。但近幾年來,沃爾瑪通過整合實體店與電商業(yè)務(wù),在電商領(lǐng)域突飛猛進(jìn),目前已經(jīng)成為美國第二大在線零售商。
有跡象表明,沃爾瑪電商業(yè)務(wù)正在減速。最近一個季度,沃爾瑪美國電商業(yè)務(wù)銷售額比上一年度小幅增長了6%。此外,第二財季在線業(yè)務(wù)的增長率只是略高于店內(nèi)銷售額增長率。去年新冠疫情爆發(fā)之后,更多客戶選擇在線下單路邊自提或者就近前往沃爾瑪門店自提,使沃爾瑪在線銷售額翻了一番以上,但之后的在線銷售額增長率只有個位數(shù)。
在實體店銷售方面,沃爾瑪表現(xiàn)良好。美國實體店客流量增加了6%。華爾街并沒有因為電商業(yè)務(wù)增長速度放緩而受到影響,沃爾瑪?shù)墓蓛r幾乎沒有出現(xiàn)波動。此外,盡管面臨克羅格(Kroger)、艾伯森(Albertsons)、亞馬遜等公司的激烈競爭,但沃爾瑪卻擴(kuò)大了其在美國市場的份額,這要歸功于沃爾瑪在開設(shè)美妝店、加大價格競爭和改善供應(yīng)鏈等方面的努力。沃爾瑪美國業(yè)務(wù)的銷售額超過一半來自食品雜貨。穆迪公司(Moody’s)的副總裁查理?奧謝在一份研究報告中表示:“實體店的表現(xiàn)證明沃爾瑪正在開展的各項投資是正確的選擇,沃爾瑪在美國的收入增長50億美元,營業(yè)利潤增長了10億美元,這主要得益于其實體店業(yè)務(wù)。更令人印象深刻的是,沃爾瑪強(qiáng)大的食品雜貨業(yè)務(wù),雖然利潤率較低,但規(guī)模龐大,而且仍然在不斷壯大。”
盡管對于德爾塔變種病毒有所擔(dān)憂,但沃爾瑪依舊提高了全年銷售額和利潤增長預(yù)期,并預(yù)計銷售強(qiáng)勁的返校季將提高公司的業(yè)績。包括國際業(yè)務(wù)和山姆會員店(Sam’s Club)在內(nèi),沃爾瑪?shù)诙径鹊氖杖朐鲩L了2.2%,達(dá)到1,410億美元,高于華爾街的預(yù)期。其調(diào)整后利潤也高于分析師的預(yù)測。
沃爾瑪?shù)氖紫瘓?zhí)行官董明倫(Doug McMillon)再次重申,他希望提高新冠疫苗接種率,這將對公司的業(yè)務(wù)有極大幫助。沃爾瑪要求居家辦公的員工接種疫苗,但對門店工作人員或顧客沒有強(qiáng)制要求。對于接種疫苗的門店工作人員,沃爾瑪將提供現(xiàn)金獎勵。(沃爾瑪總部所在地阿肯色州是美國疫苗接種率最低的州之一。)
董明倫說:“重要的是美國民眾盡快接種疫苗,并保證全世界更多人有疫苗可以接種?!保ㄘ敻恢形木W(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
750億美元。這是沃爾瑪(Walmart Inc.)在8月17日表示預(yù)計其電商業(yè)務(wù)今年可能帶來的收入。沃爾瑪之前從未如此明確地預(yù)測其數(shù)字銷售額。
沃爾瑪對于其數(shù)字業(yè)務(wù)的規(guī)模一直守口如瓶,因為該業(yè)務(wù)仍然無法與亞馬遜(Amazon)的電商業(yè)務(wù)媲美。據(jù)eMarketer統(tǒng)計,亞馬遜美國電商業(yè)務(wù)的規(guī)模比沃爾瑪數(shù)字業(yè)務(wù)大5.5倍。但近幾年來,沃爾瑪通過整合實體店與電商業(yè)務(wù),在電商領(lǐng)域突飛猛進(jìn),目前已經(jīng)成為美國第二大在線零售商。
有跡象表明,沃爾瑪電商業(yè)務(wù)正在減速。最近一個季度,沃爾瑪美國電商業(yè)務(wù)銷售額比上一年度小幅增長了6%。此外,第二財季在線業(yè)務(wù)的增長率只是略高于店內(nèi)銷售額增長率。去年新冠疫情爆發(fā)之后,更多客戶選擇在線下單路邊自提或者就近前往沃爾瑪門店自提,使沃爾瑪在線銷售額翻了一番以上,但之后的在線銷售額增長率只有個位數(shù)。
在實體店銷售方面,沃爾瑪表現(xiàn)良好。美國實體店客流量增加了6%。華爾街并沒有因為電商業(yè)務(wù)增長速度放緩而受到影響,沃爾瑪?shù)墓蓛r幾乎沒有出現(xiàn)波動。此外,盡管面臨克羅格(Kroger)、艾伯森(Albertsons)、亞馬遜等公司的激烈競爭,但沃爾瑪卻擴(kuò)大了其在美國市場的份額,這要歸功于沃爾瑪在開設(shè)美妝店、加大價格競爭和改善供應(yīng)鏈等方面的努力。沃爾瑪美國業(yè)務(wù)的銷售額超過一半來自食品雜貨。穆迪公司(Moody’s)的副總裁查理?奧謝在一份研究報告中表示:“實體店的表現(xiàn)證明沃爾瑪正在開展的各項投資是正確的選擇,沃爾瑪在美國的收入增長50億美元,營業(yè)利潤增長了10億美元,這主要得益于其實體店業(yè)務(wù)。更令人印象深刻的是,沃爾瑪強(qiáng)大的食品雜貨業(yè)務(wù),雖然利潤率較低,但規(guī)模龐大,而且仍然在不斷壯大?!?/p>
盡管對于德爾塔變種病毒有所擔(dān)憂,但沃爾瑪依舊提高了全年銷售額和利潤增長預(yù)期,并預(yù)計銷售強(qiáng)勁的返校季將提高公司的業(yè)績。包括國際業(yè)務(wù)和山姆會員店(Sam’s Club)在內(nèi),沃爾瑪?shù)诙径鹊氖杖朐鲩L了2.2%,達(dá)到1,410億美元,高于華爾街的預(yù)期。其調(diào)整后利潤也高于分析師的預(yù)測。
沃爾瑪?shù)氖紫瘓?zhí)行官董明倫(Doug McMillon)再次重申,他希望提高新冠疫苗接種率,這將對公司的業(yè)務(wù)有極大幫助。沃爾瑪要求居家辦公的員工接種疫苗,但對門店工作人員或顧客沒有強(qiáng)制要求。對于接種疫苗的門店工作人員,沃爾瑪將提供現(xiàn)金獎勵。(沃爾瑪總部所在地阿肯色州是美國疫苗接種率最低的州之一。)
董明倫說:“重要的是美國民眾盡快接種疫苗,并保證全世界更多人有疫苗可以接種。”(財富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
$75 billion. That’s how big Walmart Inc. said on August 17 it thinks its e-commerce business can get this year, a digital sales forecast it had never given so clearly before.
Walmart has long been cagey about the size of its digital business given how small it is compared with that of Amazon, which is 5.5 times greater in the U.S., according to eMarketer. But Walmart has made enormous strides in recent years on the e-commerce front, thanks to how it integrates stores and e-commerce, and it is now the second biggest online retailer in the United States.
Still, there are signs the Walmart juggernaut is slowing. In its most recent quarter, Walmart’s U.S. e-commerce sales rose a modest 6% compared with the year prior. What’s more, the online growth in the fiscal second quarter was barely higher than in-store sales growth. The single-digit growth figure comes after online sales more than doubled last year as the pandemic sent more customers online to place orders they would typically go pick up either by curbside or via a quick trip into the Walmart store.
And on that front, Walmart did well. Store visits to its U.S. locations rose 6%. Wall Street shrugged off the slowing e-commerce growth, and shares barely budged. In addition, Walmart, which gets more than half of its U.S. sales from groceries, won market share there despite bruising competition from the likes of Kroger, [hotlink]Albertsons,[/hotlink] and of course Amazon, an increase ascribed to Walmart’s efforts to beautify stores, compete harder on price, and improve supply chains. “Stores continued to validate Walmart’s ongoing investments as they were the key driver of the $1 billion increase in U.S. operating income on $5 billion in increased revenue, which is particularly impressive given the strength in its lower margin grocery-equivalent business that continues to grow share despite its massive scale,” Moody’s vice president Charlie O’Shea wrote in a research note.
Despite concerns about the Delta variant, Walmart raised its full-year sales and profit growth forecasts, saying it expects a strong back-to-school period to lift results. In the second quarter, revenue for Walmart Inc., which includes its international unit and Sam’s Club, rose 2.2% to $141 billion, above Wall Street forecasts. Its adjusted profit was also better than analysts had forecast.
Still, Walmart CEO Doug McMillon reiterated his wish to see vaccination rates rise, something that would help business enormously. The company has required home office workers to get vaccinated but not store workers nor customers. Walmart is offering a cash bonus to store workers who do get the jab. (Walmart’s home state of Arkansas has one of the lowest vaccination rates in the country.)
“It’s important that many people in the U.S. get vaccinated as soon as possible and vaccines be made widely available around the world,” he said.