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是什么讓企業領導者徹夜難眠？ 并不是華盛頓政府的混亂或工人的漲薪，而是亞馬遜正在或可能會對他們的商業模式產生的影響。這家不斷擴張的網絡巨頭已經從零售業殺手變成了經營范圍更廣的企業，從高端百貨商到技術開發商，如今都是它的競爭對手。 可以肯定地說，美國公司已經注意到，并越來越關注這種競爭。亞馬遜引發的關注，還要甚于六個多月后依舊沒能立法的特朗普政府。 觀察過去90天里的收入電話會議和投資者日等企業活動，我們可以發現一個趨勢：亞馬遜的被提及率很高。根據彭博社統計的數據，在此期間，亞馬遜被提到了驚人的635次，而特朗普總統只有162次，工資是111次。如果把區間縮短到過去30天，亞馬遜的登場率還有進一步上升，為165次，特朗普和工資分別是32次和22次。 這種趨勢已經持續了12個月，其中包含特朗普出人意料地贏得大選的那段時期。然而在這段時間的收入電話會議上，亞馬遜被提到了1,800次，特朗普則是1,000次，工資是406次。 亞馬遜常常出現在零售市場轉型、拓展新型業務的討論中。例如，在本月麥當勞第二季度的收入電話會議上，首席執行官史蒂夫·伊斯特布魯克將亞馬遜收購高檔食品連鎖店全食超市作為食品業迅速轉型的例子。 他說：“這表明了商界顛覆性之強和變化之快。” 高管們也會很快談到他們與亞馬遜的合作關系。耐克公司的首席執行官馬克·帕克就在今年6月的收入電話會議上強調了他們在品牌備案項目上與亞馬遜嘗試的合作。 他說：“就像我們與其他合作伙伴所做的一樣，我們正設法改善品牌的展示方式，提高產品故事的質量，從而優化亞馬遜上耐克營造的消費者體驗。”（財富中文網） 譯者：嚴匡正 |
What keeps corporate leaders up at night? It isn’t the chaos in Washington or rising worker pay. It’s what Amazon.com Inc. is, or could be, doing to their business models. The expanding online behemoth has morphed from a retail category killer to a much broader enterprise that now competes with everything from high-end grocers to technology developers. It’s safe to say corporate America has taken notice — and is increasingly concerned about the competition. So much so that Amazon’s overshadowed the Trump administration’s inability to claim a signature legislative achievement after more than six months in office. Looking at the last 90 days of earnings calls and other corporate events such as investor days, a trend emerges. Amazon comes up a lot. It was mentioned a staggering 635 times over that time frame, while President Trump came up just 162 times and wages were discussed 111, according to data compiled by Bloomberg. It’s become even more pronounced over the past 30 days, with Amazon garnering 165 mentions compared with 32 for Trump and 22 for wages. The trend holds over the past 12 months, which encompasses the period when Trump pulled off his surprise election victory. Yet, Amazon was mentioned 1,800 times on earnings calls over that span, compared with 1,000 for Trump and 406 for wages. Amazon typically comes up in discussions about efforts to expand into new business lines in a shifting retail landscape. For instance, on the McDonald’s Corp. second-quarter earnings call this month, Chief Executive Officer Steve Easterbrook pointed to Amazon’s purchase of the upscale grocery chain Whole Foods Market Inc. as an example of how rapidly the food industry is being transformed. “It just demonstrates how disruptive the business world is and how quickly it moves,” he said. Executives are also quick to point out partnerships they have with Amazon. Mark Parker, the CEO of Nike Inc., highlighted the shoe manufacturer’s pilot brand-registry program with the retailer on his June earnings call. “As we do with all of our partners,” he said, “we’re looking for ways to improve the Nike consumer experience on Amazon by elevating the way the brand is presented and increasing the quality of product storytelling.” |
