疫情之下,美國(guó)人大幅縮減開(kāi)支,零售巨頭沃爾瑪卻能置身于危機(jī)之外,股價(jià)逆市上漲,創(chuàng)歷史新高,這似乎有悖常理。
上周,沃爾瑪百貨有限公司股價(jià)一度創(chuàng)上市新高;分析人員指出,這家折扣零售商擁有強(qiáng)大的基礎(chǔ)設(shè)施與商品組合,使其在新冠病毒危機(jī)解除后很長(zhǎng)一段時(shí)間內(nèi)都能從變化的購(gòu)物模式中獲益。
作為全球最大的零售商,沃爾瑪去年在美國(guó)門(mén)店的銷(xiāo)售額總計(jì)為3410億美元。沃爾瑪于當(dāng)?shù)貢r(shí)間上周四晚間宣布,因食品和家用必需品等日用品需求激增,公司計(jì)劃額外招募15萬(wàn)名臨時(shí)工,以應(yīng)對(duì)搶購(gòu)浪潮。上周一,沃爾瑪?shù)闹饕?jìng)爭(zhēng)對(duì)手亞馬遜也發(fā)布了類(lèi)似聲明,擬增雇10萬(wàn)名員工。
沃爾瑪在一項(xiàng)聲明中稱(chēng),新員工主要在配送中心工作,其中很多崗位可能會(huì)逐步轉(zhuǎn)正。
最近,成千上萬(wàn)的美國(guó)人開(kāi)啟了生活必需品囤貨模式,沃爾瑪、開(kāi)市客倉(cāng)儲(chǔ)量販店和塔吉特等零售商,銷(xiāo)售業(yè)績(jī)一路高歌猛進(jìn),與假期銷(xiāo)量不相上下;同時(shí),這些公司的間接競(jìng)爭(zhēng)對(duì)手,尤其是梅西百貨、科爾士百貨和蓋璞等百貨公司和服裝連鎖店,卻因暫停營(yíng)業(yè)而偃旗息鼓。塔吉特首席執(zhí)行官布萊恩·康奈爾在上周早些時(shí)候稱(chēng),公司業(yè)務(wù)出現(xiàn)“持續(xù)性飆升”。
同樣推動(dòng)沃爾瑪?shù)攘闶凵虡I(yè)務(wù)急速增長(zhǎng)的還有餐館歇業(yè)的因素。美國(guó)人不能下館子,就會(huì)買(mǎi)更多的食品雜貨,沃爾瑪公司事務(wù)執(zhí)行副總裁丹·巴特萊特在接受電話采訪時(shí)稱(chēng)。他指出,隨著全美最大的食品雜貨商沃爾瑪和其他食品賣(mài)家不停地把貨架補(bǔ)滿,零售業(yè)的供應(yīng)鏈“已經(jīng)滿負(fù)荷運(yùn)轉(zhuǎn)了”。
分析人員稱(chēng),沃爾瑪之所以能夠脫穎而出,除了利用供應(yīng)鏈之外,還得益于對(duì)供應(yīng)商強(qiáng)大的影響力以及實(shí)力雄厚的門(mén)店和電商基礎(chǔ)設(shè)施。
上周早些時(shí)候,瑞士信貸上調(diào)了沃爾瑪股票的評(píng)級(jí),稱(chēng)新冠病毒危機(jī)正在“促進(jìn)”美國(guó)消費(fèi)者的購(gòu)物模式發(fā)生“結(jié)構(gòu)性改變”,特別是“食品雜貨線上下單、到店提貨”,這是沃爾瑪多來(lái)年投入數(shù)十億美元資金形成的模式;即使亞馬遜擁有全食超市連鎖和亞馬遜生鮮服務(wù)業(yè)務(wù),也難以與之匹敵。
去年,沃爾瑪?shù)脑诰€銷(xiāo)售額提升了35%,絕大多數(shù)增長(zhǎng)來(lái)自于食品雜貨,并得益于各大門(mén)店為消費(fèi)者線上訂單準(zhǔn)備好貨物的能力。消費(fèi)者特別喜歡這種模式:只需開(kāi)車(chē)前往沃爾瑪,員工就會(huì)把在線訂購(gòu)好的貨物裝入后備箱中。沃爾瑪在美國(guó)擁有4700家門(mén)店,其中3200家提供“食品雜貨線上下單、到店提貨”服務(wù),1600家提供配送服務(wù)。大約90%的美國(guó)人,其住所方圓16公里內(nèi)必有一家沃爾瑪門(mén)店。
新冠病毒危機(jī)結(jié)束后、一切恢復(fù)如常很長(zhǎng)一段時(shí)間內(nèi),依然能推動(dòng)沃爾瑪增長(zhǎng)的另一個(gè)原因是:疫情期間,這家零售巨頭吸引了那些從前也許不愿意在此購(gòu)物的新顧客。近年來(lái),沃爾瑪提升了所售的服裝和家居用品質(zhì)量,以更好地與塔吉特和各大百貨公司競(jìng)爭(zhēng),也全面改革了食品雜貨業(yè)務(wù),呈現(xiàn)了更美觀的門(mén)店展示、提供了更新鮮的食品以及更多高端牛排等高級(jí)食品。這一切,都有利于給第一次來(lái)沃爾瑪購(gòu)物的新顧客留下好印象。
“這種購(gòu)物模式的改變應(yīng)長(zhǎng)期存在,對(duì)[沃爾瑪]有利;沃爾瑪已經(jīng)投資于基礎(chǔ)設(shè)施、技術(shù)和人才,以促進(jìn)這種模式逐漸演變,”瑞士信貸分析人員上周三撰寫(xiě)的研究紀(jì)要中指出。
但充分利用這種模式的前提條件是確保員工的積極性:明知有被感染的風(fēng)險(xiǎn),也愿意在危險(xiǎn)的病毒爆發(fā)期工作。沃爾瑪早在幾年前就開(kāi)始給員工加薪,以提高留任率并改善客服。上周四,沃爾瑪宣布,將于4月2日向所有美國(guó)時(shí)薪員工發(fā)放現(xiàn)金獎(jiǎng)勵(lì):全職員工每人300美元,兼職每人150美元。沃爾瑪將為這些獎(jiǎng)金和其他措施支付5.45億美元以上,但對(duì)于贏得市場(chǎng)占有率的機(jī)會(huì)來(lái)說(shuō),這是相對(duì)小的數(shù)目。去年,美國(guó)沃爾瑪?shù)臓I(yíng)業(yè)利潤(rùn)達(dá)178億美元。
上周五,志在成為本次危機(jī)大贏家的塔吉特也蓄勢(shì)待發(fā),加入了提高員工待遇的行列。塔吉特宣布,從即日起到5月2日,門(mén)店和配送中心員工時(shí)薪上調(diào)2美元;公司將為此支付3億美元。
上上周,塔吉特、沃爾瑪以及連鎖藥店CVS和沃爾格林稱(chēng),它們正在提供部分停車(chē)場(chǎng),作為新型冠狀病毒的檢測(cè)場(chǎng)所。上周四,CVS開(kāi)放了位于波士頓郊外的停車(chē)場(chǎng)作為首個(gè)檢測(cè)點(diǎn),而沃爾瑪上周末可能會(huì)開(kāi)放芝加哥附近的停車(chē)場(chǎng),這兩處均用于對(duì)醫(yī)療和急救人員進(jìn)行檢測(cè)。
“一切都已準(zhǔn)備就緒,”沃爾瑪?shù)牡ぁぐ吞厝R特說(shuō)。“我們有帳篷。檢測(cè)很快就可以投入運(yùn)行。”接受檢測(cè)的主要是醫(yī)療與急救人員。(財(cái)富中文網(wǎng))
譯者:夏晴
疫情之下,美國(guó)人大幅縮減開(kāi)支,零售巨頭沃爾瑪卻能置身于危機(jī)之外,股價(jià)逆市上漲,創(chuàng)歷史新高,這似乎有悖常理。
上周,沃爾瑪百貨有限公司股價(jià)一度創(chuàng)上市新高;分析人員指出,這家折扣零售商擁有強(qiáng)大的基礎(chǔ)設(shè)施與商品組合,使其在新冠病毒危機(jī)解除后很長(zhǎng)一段時(shí)間內(nèi)都能從變化的購(gòu)物模式中獲益。
作為全球最大的零售商,沃爾瑪去年在美國(guó)門(mén)店的銷(xiāo)售額總計(jì)為3410億美元。沃爾瑪于當(dāng)?shù)貢r(shí)間上周四晚間宣布,因食品和家用必需品等日用品需求激增,公司計(jì)劃額外招募15萬(wàn)名臨時(shí)工,以應(yīng)對(duì)搶購(gòu)浪潮。上周一,沃爾瑪?shù)闹饕?jìng)爭(zhēng)對(duì)手亞馬遜也發(fā)布了類(lèi)似聲明,擬增雇10萬(wàn)名員工。
沃爾瑪在一項(xiàng)聲明中稱(chēng),新員工主要在配送中心工作,其中很多崗位可能會(huì)逐步轉(zhuǎn)正。
最近,成千上萬(wàn)的美國(guó)人開(kāi)啟了生活必需品囤貨模式,沃爾瑪、開(kāi)市客倉(cāng)儲(chǔ)量販店和塔吉特等零售商,銷(xiāo)售業(yè)績(jī)一路高歌猛進(jìn),與假期銷(xiāo)量不相上下;同時(shí),這些公司的間接競(jìng)爭(zhēng)對(duì)手,尤其是梅西百貨、科爾士百貨和蓋璞等百貨公司和服裝連鎖店,卻因暫停營(yíng)業(yè)而偃旗息鼓。塔吉特首席執(zhí)行官布萊恩·康奈爾在上周早些時(shí)候稱(chēng),公司業(yè)務(wù)出現(xiàn)“持續(xù)性飆升”。
同樣推動(dòng)沃爾瑪?shù)攘闶凵虡I(yè)務(wù)急速增長(zhǎng)的還有餐館歇業(yè)的因素。美國(guó)人不能下館子,就會(huì)買(mǎi)更多的食品雜貨,沃爾瑪公司事務(wù)執(zhí)行副總裁丹·巴特萊特在接受電話采訪時(shí)稱(chēng)。他指出,隨著全美最大的食品雜貨商沃爾瑪和其他食品賣(mài)家不停地把貨架補(bǔ)滿,零售業(yè)的供應(yīng)鏈“已經(jīng)滿負(fù)荷運(yùn)轉(zhuǎn)了”。
分析人員稱(chēng),沃爾瑪之所以能夠脫穎而出,除了利用供應(yīng)鏈之外,還得益于對(duì)供應(yīng)商強(qiáng)大的影響力以及實(shí)力雄厚的門(mén)店和電商基礎(chǔ)設(shè)施。
上周早些時(shí)候,瑞士信貸上調(diào)了沃爾瑪股票的評(píng)級(jí),稱(chēng)新冠病毒危機(jī)正在“促進(jìn)”美國(guó)消費(fèi)者的購(gòu)物模式發(fā)生“結(jié)構(gòu)性改變”,特別是“食品雜貨線上下單、到店提貨”,這是沃爾瑪多來(lái)年投入數(shù)十億美元資金形成的模式;即使亞馬遜擁有全食超市連鎖和亞馬遜生鮮服務(wù)業(yè)務(wù),也難以與之匹敵。
去年,沃爾瑪?shù)脑诰€銷(xiāo)售額提升了35%,絕大多數(shù)增長(zhǎng)來(lái)自于食品雜貨,并得益于各大門(mén)店為消費(fèi)者線上訂單準(zhǔn)備好貨物的能力。消費(fèi)者特別喜歡這種模式:只需開(kāi)車(chē)前往沃爾瑪,員工就會(huì)把在線訂購(gòu)好的貨物裝入后備箱中。沃爾瑪在美國(guó)擁有4700家門(mén)店,其中3200家提供“食品雜貨線上下單、到店提貨”服務(wù),1600家提供配送服務(wù)。大約90%的美國(guó)人,其住所方圓16公里內(nèi)必有一家沃爾瑪門(mén)店。
新冠病毒危機(jī)結(jié)束后、一切恢復(fù)如常很長(zhǎng)一段時(shí)間內(nèi),依然能推動(dòng)沃爾瑪增長(zhǎng)的另一個(gè)原因是:疫情期間,這家零售巨頭吸引了那些從前也許不愿意在此購(gòu)物的新顧客。近年來(lái),沃爾瑪提升了所售的服裝和家居用品質(zhì)量,以更好地與塔吉特和各大百貨公司競(jìng)爭(zhēng),也全面改革了食品雜貨業(yè)務(wù),呈現(xiàn)了更美觀的門(mén)店展示、提供了更新鮮的食品以及更多高端牛排等高級(jí)食品。這一切,都有利于給第一次來(lái)沃爾瑪購(gòu)物的新顧客留下好印象。
“這種購(gòu)物模式的改變應(yīng)長(zhǎng)期存在,對(duì)[沃爾瑪]有利;沃爾瑪已經(jīng)投資于基礎(chǔ)設(shè)施、技術(shù)和人才,以促進(jìn)這種模式逐漸演變,”瑞士信貸分析人員上周三撰寫(xiě)的研究紀(jì)要中指出。
但充分利用這種模式的前提條件是確保員工的積極性:明知有被感染的風(fēng)險(xiǎn),也愿意在危險(xiǎn)的病毒爆發(fā)期工作。沃爾瑪早在幾年前就開(kāi)始給員工加薪,以提高留任率并改善客服。上周四,沃爾瑪宣布,將于4月2日向所有美國(guó)時(shí)薪員工發(fā)放現(xiàn)金獎(jiǎng)勵(lì):全職員工每人300美元,兼職每人150美元。沃爾瑪將為這些獎(jiǎng)金和其他措施支付5.45億美元以上,但對(duì)于贏得市場(chǎng)占有率的機(jī)會(huì)來(lái)說(shuō),這是相對(duì)小的數(shù)目。去年,美國(guó)沃爾瑪?shù)臓I(yíng)業(yè)利潤(rùn)達(dá)178億美元。
上周五,志在成為本次危機(jī)大贏家的塔吉特也蓄勢(shì)待發(fā),加入了提高員工待遇的行列。塔吉特宣布,從即日起到5月2日,門(mén)店和配送中心員工時(shí)薪上調(diào)2美元;公司將為此支付3億美元。
上上周,塔吉特、沃爾瑪以及連鎖藥店CVS和沃爾格林稱(chēng),它們正在提供部分停車(chē)場(chǎng),作為新型冠狀病毒的檢測(cè)場(chǎng)所。上周四,CVS開(kāi)放了位于波士頓郊外的停車(chē)場(chǎng)作為首個(gè)檢測(cè)點(diǎn),而沃爾瑪上周末可能會(huì)開(kāi)放芝加哥附近的停車(chē)場(chǎng),這兩處均用于對(duì)醫(yī)療和急救人員進(jìn)行檢測(cè)。
“一切都已準(zhǔn)備就緒,”沃爾瑪?shù)牡ぁぐ吞厝R特說(shuō)。“我們有帳篷。檢測(cè)很快就可以投入運(yùn)行。”接受檢測(cè)的主要是醫(yī)療與急救人員。(財(cái)富中文網(wǎng))
譯者:夏晴
It may seem counterintuitive that at a time Americans are sharply curtailing much of their spending, a retailer's shares would flirt with their all-time highs.
But this week, Walmart Inc's stock briefly reached an apex as analysts said the discount retailer's infrastructure and merchandise mix put it in a great position to benefit from changing shopping patterns long after the coronavirus crisis eases.
The world's largest retailer, whose namesake U.S. stores had sales of $341 billion last year, said late Thursday that demand for the everyday goods such as food and house essentials had surged to the point that it would hire 150,000 temporary workers to handle it. The announcement follows a similar one from Amazon on Monday, where Walmart's chief rival said it would hire 100,000 workers.
Walmart's new employees will for the most part work in distribution centers, with many likely to made permanent staff over time, Walmart said in a?statement.
Retailers like Walmart, Costco Wholesale, and Target have seen a jump in business similar to what they see during the holidays as millions of Americans stock up on essentials all while many indirect rivals such as department stores and apparel chains, notably Macy's, Kohl's, and The Gap, are MIA as they close temporarily. Target CEO Brian Cornell said earlier this week the company was seeing a "continued surge" in business.
Also helping Walmart and its ilk? Restaurant closings that mean Americans are buying more groceries, Dan Bartlett, Walmart’s executive vice president of corporate affairs, told reporters on a call. The retail's supply chain is "catching its breath," he said, as Walmart, the country top grocer, and other food sellers keep shelves stocked.
That supply chain, along with Walmart's clout with vendors and its massive store and e-commerce infrastructure are why Walmart is breaking away from the pack, analysts say.
Earlier this week, Credit Suisse upgraded Walmart's stock, saying that the coronavirus crisis is "accelerating structural change" in how Americans shop, notably in ordering groceries online and then retrieving them at the store, capabilities Walmart has spent billions of dollars in years building and that are hard for Amazon to match, even with its network of Whole Foods stores and Amazon Fresh business.
Last year, Walmart's digital sales rose 35%, the bulk of the growth coming from grocery and helped by the ability of stores to have orders ready for customers. Customers have notably liked the option to just drive by and have a Walmart worker pop the groceries in the trunk. Walmart, which has 4,700 stores, offers online grocery pickup at 3,200 of those locations and delivery from 1,600. About 90% of the Americans live within 10 miles of a Walmart store.
Another way this crisis could help Walmart long after things return to normal: The retailer is getting new customers who might not have wanted to shop there before. In recent years, it has improved its apparel and home goods offerings to better compete with Target and department stores and overhauled its grocery business with nicer store presentation and more fresh food and things like higher-end steaks. Many such people are shopping at Walmart for the first time.
"This change should be stuck, and favor [Walmart], as it’s invested in its infrastructure, technology and people, to evolve its model," Credit Suisse analysts wrote in a research note on Wednesday.
But capitalizing on this means having motivated staff, willing to work during a dangerous virus outbreak that could hit them too. So Walmart, which started increasing wages several years ago to improve retention and customer service, said on Thursday that all U.S. hourly employees will receive a cash bonus on April 2: $300 for full-time staff and $150 for part-time worker. That and other moves will cost Walmart more than $545 million in all, a relatively small amount given the opportunity to win some market share. Walmart U.S. had an operating profit of $17.8 billion last year.
On Friday, Target, also poised to be a big winner from the crisis, joined in on the action, announcing $2-an-hour raises for store workers and distribution center staff through May 2, among the initiatives that will cost it $300 million.
Both Target and Walmart, along with drugstore chains CVS pharmacy and Walgreens, said last week they were offering up space in their parking lots to make coronavirus testing available. CVS opened its first site outside Boston on Thursday, while Walmart looks set to go with a pilot near Chicago this weekend, with tests for healthcare workers and first responders, as is the case with the Boston-area CVS.
"Everything is ready to go, said Walmart's Dan Bartlett. "We have the tents. It should be up and running soon." The tests will be primarily for healthcare workers and first responders.