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沃尔玛大幅扩张上门送货服务,挑战亚马逊

沃尔玛大幅扩张上门送货服务,挑战亚马逊

王波非(Phil Wahba) 2022-01-10
这家零售巨头坚信,尽管存在疫情和安全顾虑,但数百万美国民众并不会反对让陌生人在家中无人时入户送货。

在你出门之后,沃尔玛(Walmart)的员工背着大包商品到你家中给冰箱补货。试想一下,你准备好接受这样的服务了吗?

这家零售巨头坚信,尽管存在疫情和安全顾虑,但数百万美国民众并不会反对让陌生人在家中无人时入户送货。在这场日趋激烈的食品杂货送货大战中,沃尔玛期待借此获得相较于亚马逊(Amazon)、DoorDash和Instacart这类竞争对手的优势,因为杂货这个领域对沃尔玛来说尤为重要,它贡献了其美国食品销售总额的约56%。(沃尔玛的InHome送货服务还将发送其他种类的物品,然而有鉴于新鲜食品必须尽快放入冰箱保存,食品杂货领域将成为该服务的一个重要关注点。)

InHome送货服务的试点始于2019年,2021年扩大了规模。对用户而言,接受该服务意味着将允许沃尔玛的员工进入自己家中,交付食品杂货或其他订购物品,或者拿走退还商品。员工会携带一个摄像头,如果需要的话,用户可以查看送货过程。在1月5日宣布的一个重大推广活动中,沃尔玛称InHome送货服务的覆盖范围将从600万户扩大至3000万户,包括芝加哥和洛杉矶这样的主要都市区。不过,沃尔玛并没有表明到底有多少客户使用了这一服务。

沃尔玛美国(Walmart U.S.)的最后一公里业务高级副总裁汤姆·沃德表示:“[我们]已经发现,该服务对于那些在生活中不愿意到店拿货或者在家等待送货的客户来说是一个完美的解决方案。”

为了打消用户对安全的顾虑,沃尔玛的这一服务要求员工通过连接智能入户科技的InHome应用程序,使用一次性的访问码来打开用户的家门或车库。(客户还能够以49.95美元的价格从InHome上购买智能锁。)每一名员工还会佩戴着记录整个入户过程的摄像头。为了消除用户对新冠病毒的顾虑,员工还将对其接触过的任何界面进行消毒。

在竞争对手争相发展自家送货服务的背景下,月服务费19.95美元的InHome送货服务肩负着帮助沃尔玛从线上竞争对手中脱颖而出的重任。沃尔玛也因此收获颇丰:其在线销售总额较两年前的水平几乎翻了一番。此外,沃尔玛拥有一个由数千门店组成的网络,是大多数InHome配送货物的来源。配送源将给沃尔玛带来优势,因为一些竞争对手并不拥有可以在食杂送货市场胜出所需的店面群。Insider Intelligence预计该市场拥有930亿美元的规模。亚马逊Prime会员能够免费获得Amazon Fresh送货服务,而Instacart Express的收费为9.99美元,DoorDash收取的金额类似,但存在最低订单额要求。

为了支持这一服务,沃尔玛计划雇佣至少3000多名员工来提供InHome送货服务,并为他们提供纯电动送货车。(财富中文网)

译者:冯丰

审校:夏林

在你出门之后,沃尔玛(Walmart)的员工背着大包商品到你家中给冰箱补货。试想一下,你准备好接受这样的服务了吗?

这家零售巨头坚信,尽管存在疫情和安全顾虑,但数百万美国民众并不会反对让陌生人在家中无人时入户送货。在这场日趋激烈的食品杂货送货大战中,沃尔玛期待借此获得相较于亚马逊(Amazon)、DoorDash和Instacart这类竞争对手的优势,因为杂货这个领域对沃尔玛来说尤为重要,它贡献了其美国食品销售总额的约56%。(沃尔玛的InHome送货服务还将发送其他种类的物品,然而有鉴于新鲜食品必须尽快放入冰箱保存,食品杂货领域将成为该服务的一个重要关注点。)

InHome送货服务的试点始于2019年,2021年扩大了规模。对用户而言,接受该服务意味着将允许沃尔玛的员工进入自己家中,交付食品杂货或其他订购物品,或者拿走退还商品。员工会携带一个摄像头,如果需要的话,用户可以查看送货过程。在1月5日宣布的一个重大推广活动中,沃尔玛称InHome送货服务的覆盖范围将从600万户扩大至3000万户,包括芝加哥和洛杉矶这样的主要都市区。不过,沃尔玛并没有表明到底有多少客户使用了这一服务。

沃尔玛美国(Walmart U.S.)的最后一公里业务高级副总裁汤姆·沃德表示:“[我们]已经发现,该服务对于那些在生活中不愿意到店拿货或者在家等待送货的客户来说是一个完美的解决方案。”

为了打消用户对安全的顾虑,沃尔玛的这一服务要求员工通过连接智能入户科技的InHome应用程序,使用一次性的访问码来打开用户的家门或车库。(客户还能够以49.95美元的价格从InHome上购买智能锁。)每一名员工还会佩戴着记录整个入户过程的摄像头。为了消除用户对新冠病毒的顾虑,员工还将对其接触过的任何界面进行消毒。

在竞争对手争相发展自家送货服务的背景下,月服务费19.95美元的InHome送货服务肩负着帮助沃尔玛从线上竞争对手中脱颖而出的重任。沃尔玛也因此收获颇丰:其在线销售总额较两年前的水平几乎翻了一番。此外,沃尔玛拥有一个由数千门店组成的网络,是大多数InHome配送货物的来源。配送源将给沃尔玛带来优势,因为一些竞争对手并不拥有可以在食杂送货市场胜出所需的店面群。Insider Intelligence预计该市场拥有930亿美元的规模。亚马逊Prime会员能够免费获得Amazon Fresh送货服务,而Instacart Express的收费为9.99美元,DoorDash收取的金额类似,但存在最低订单额要求。

为了支持这一服务,沃尔玛计划雇佣至少3000多名员工来提供InHome送货服务,并为他们提供纯电动送货车。(财富中文网)

译者:冯丰

审校:夏林

Ready to have a Walmart worker walk into your home with bags full of groceries and put them in your fridge for you—all while you're out?

The mammoth retailer is betting that despite the pandemic and any security concerns, millions of Americans will be willing to have strangers enter their homes to drop online orders off in their absence. Walmart is looking to gain an edge over rivals such as Amazon, DoorDash, and Instacart in the intensifying grocery delivery wars—a particularly critical arena for Walmart, which gets about 56% of its U.S. sales from food. (Walmart's InHome service will deliver other types of items, but given the need to quickly get fresh food into fridges, grocery will be a big focus of the service.)

InHome, begun as a pilot in 2019 and expanded in 2021, empowers employees to enter a customer's home to deliver groceries or other orders, or pick up merchandise returns. The employees tote a camera so the customer can watch the delivery if desired. In a big push announced on January 5, Walmart said InHome's availability would expand to markets totaling 30 million households, including major metros like Chicago and Los Angeles, up from 6 million, though Walmart did not say how many customers have actually used the service.

"[We] have found it is a perfect solution for customers who want to live their lives without worrying about making it to the store or being home to accept a delivery," said Tom Ward, senior vice president, last mile, at Walmart U.S.

To alleviate concerns over safety, Walmart's service has its employees use a one-time access code to unlock the customer’s door or garage through the InHome app, which connects to smart entry technology. (Customers can also buy a smart lock from InHome for $49.95.) Each worker also wears a camera that records the entire visit. And in a nod to COVID concerns, employees will also sanitize any surface they touch.

Walmart’s InHome Delivery service costs $19.95 per month and is designed to help the retail giant stand out from online rivals that have their own growing delivery services. The stakes are high for Walmart: Its overall online sales have almost doubled compared with levels of two years ago. What's more, it has a network of thousands of stores from which most InHome deliveries originate. That distribution base could give it an edge over competitors that don't have a fleet of stores in winning the grocery delivery market, which Insider Intelligence estimates to be a $93 billion opportunity. Amazon Fresh grocery delivery is included in Prime membership, while Instacart Express charges $9.99, the same as what DoorDash charges for a similar subscription, with certain order minimums.

To support the service, Walmart plans to hire at least 3,000 more staff dedicated to InHome and provide them with all-electric delivery vans.

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