沃尔玛即将推出新服务，有望推动电商业务“爆炸式”增长
据报道，沃尔玛将于本月晚些时候推出对标亚马逊Prime的会员服务，购买该会员服务的消费者可以享受食品杂货、家居用品和保健品的送货上门服务。
据Recode报道，该项名为“Walmart+”的会员服务，年费为98美元，比亚马逊Prime会员年费低21美元，预计其中将包括沃尔玛加油站燃油折扣以及不限次数的当日送货服务。沃尔玛拒绝评论该报道的真实性。
美银美林的分析师罗伯特•奥姆斯也没有收到任何沃尔玛即将推出Walmart+会员服务的官方确认，但他表示，考虑到沃尔玛已经将增加门店购物途径作为发展战略，推出这一服务完全合乎情理。
“这是对沃尔玛现有业务的自然延伸。”奥姆斯说，“沃尔玛一直在努力提升其门店的全渠道服务能力。”
沃尔玛在全美拥有约4,756家门店。去年，沃尔玛宣布，2019年秋将在1400家门店推行98美元的店铺会员“无限配送”服务。随后，由于新冠疫情影响，今年4月沃尔玛又“提升了”快速配送（食品和日用百货两小时内送货上门）服务速度。消费者在基础配送费上再加付10美元后，即可享受这项服务。今年5月，沃尔玛还整合了旗下的日用百货应用程序和食品杂货应用程序。
奥姆斯表示，“Warlmart+”是对现有沃尔玛会员服务的升级，让消费者能以同样的价钱获得更好的服务。
新冠疫情期间，消费者大多宅在家中，网购比例随之提高，正是在此背景之下传出了沃尔玛即将推出升级服务的消息。与此同时，由于在线食品杂货配送和取货服务大受欢迎，沃尔玛在电商行业的份额也快速提升。
亚马逊第一季度的销售额同比增长了26%，增速较上年同期大幅提升近10个百分点。与此同时，沃尔玛第一季度销售额同比增长了8.6%，其中电商业务销售额猛增了74%。
奥姆斯说：“现在通过网购在沃尔玛消费的人比以前增加了许多。仅从其飙升的增长率就能看出，沃尔玛和塔吉特是新冠疫情的最大赢家之一。”
一直以来，亚马逊都是电商行业的霸主，在其于2005年推出Prime会员服务后，这种优势更是进一步扩大。消费者在缴纳119美元的会员费后可以享受除配送服务外的多重特权，包括观看亚马逊流媒体库——Prime Video中的视频、获得专属购物折扣以及免费阅读Prime Reading中的1000本电子书和杂志。
据Recode报道，Walmart+可能也会加入视频娱乐方面的特权，摩根士丹利的分析师司米昂•古特曼表示，沃尔玛或将在Walmart+服务中加入旗下眼镜店和药店的折扣，也可能考虑通过该公司旗下的量贩式零售商山姆俱乐部来提供一些特殊优惠。此外，因为沃尔玛在全美各处有数千家门店，所以在食品杂货配送方面的覆盖范围也更大，而亚马逊在配送生鲜产品时则要依赖全食超市，后者在全美只有约500家门店。
沃尔玛要想成功从亚马逊的碗中分得一杯羹，还得证明自己能够持续提供优质服务。古特曼表示，沃尔玛还要设法吸引亚马逊相对“更富有”的客户，并且改变人们“送货上门，首选亚马逊”的观念。
古特曼说：“改变这种观念需要花些时间，但这个市场足够大，完全容得下两大巨头。”（财富中文网）
译者：Feb
据报道，沃尔玛将于本月晚些时候推出对标亚马逊Prime的会员服务，购买该会员服务的消费者可以享受食品杂货、家居用品和保健品的送货上门服务。
据Recode报道，该项名为“Walmart+”的会员服务，年费为98美元，比亚马逊Prime会员年费低21美元，预计其中将包括沃尔玛加油站燃油折扣以及不限次数的当日送货服务。沃尔玛拒绝评论该报道的真实性。
美银美林的分析师罗伯特•奥姆斯也没有收到任何沃尔玛即将推出Walmart+会员服务的官方确认，但他表示，考虑到沃尔玛已经将增加门店购物途径作为发展战略，推出这一服务完全合乎情理。
“这是对沃尔玛现有业务的自然延伸。”奥姆斯说，“沃尔玛一直在努力提升其门店的全渠道服务能力。”
沃尔玛在全美拥有约4,756家门店。去年，沃尔玛宣布，2019年秋将在1400家门店推行98美元的店铺会员“无限配送”服务。随后，由于新冠疫情影响，今年4月沃尔玛又“提升了”快速配送（食品和日用百货两小时内送货上门）服务速度。消费者在基础配送费上再加付10美元后，即可享受这项服务。今年5月，沃尔玛还整合了旗下的日用百货应用程序和食品杂货应用程序。
奥姆斯表示，“Warlmart+”是对现有沃尔玛会员服务的升级，让消费者能以同样的价钱获得更好的服务。
新冠疫情期间，消费者大多宅在家中，网购比例随之提高，正是在此背景之下传出了沃尔玛即将推出升级服务的消息。与此同时，由于在线食品杂货配送和取货服务大受欢迎，沃尔玛在电商行业的份额也快速提升。
亚马逊第一季度的销售额同比增长了26%，增速较上年同期大幅提升近10个百分点。与此同时，沃尔玛第一季度销售额同比增长了8.6%，其中电商业务销售额猛增了74%。
奥姆斯说：“现在通过网购在沃尔玛消费的人比以前增加了许多。仅从其飙升的增长率就能看出，沃尔玛和塔吉特是新冠疫情的最大赢家之一。”
一直以来，亚马逊都是电商行业的霸主，在其于2005年推出Prime会员服务后，这种优势更是进一步扩大。消费者在缴纳119美元的会员费后可以享受除配送服务外的多重特权，包括观看亚马逊流媒体库——Prime Video中的视频、获得专属购物折扣以及免费阅读Prime Reading中的1000本电子书和杂志。
据Recode报道，Walmart+可能也会加入视频娱乐方面的特权，摩根士丹利的分析师司米昂•古特曼表示，沃尔玛或将在Walmart+服务中加入旗下眼镜店和药店的折扣，也可能考虑通过该公司旗下的量贩式零售商山姆俱乐部来提供一些特殊优惠。此外，因为沃尔玛在全美各处有数千家门店，所以在食品杂货配送方面的覆盖范围也更大，而亚马逊在配送生鲜产品时则要依赖全食超市，后者在全美只有约500家门店。
沃尔玛要想成功从亚马逊的碗中分得一杯羹，还得证明自己能够持续提供优质服务。古特曼表示，沃尔玛还要设法吸引亚马逊相对“更富有”的客户，并且改变人们“送货上门，首选亚马逊”的观念。
古特曼说：“改变这种观念需要花些时间，但这个市场足够大，完全容得下两大巨头。”（财富中文网）
译者：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.”
