
沃尔玛为其会员计划推出新福利,向亚马逊和好市多等竞争对手发起挑战。
Walmart rolled out a perk for its Plus membership programs, taking a shot at rivals Amazon and Costco.
这家零售巨头周二表示,将推出包含沃尔玛Plus和山姆会员店Plus的会员套餐,年费120美元。
The retail giant said Tuesday that it is offering a membership bundle that includes Walmart Plus and Sam's Club Plus for $120 per year.
这意味着现有的山姆会员店Plus会员实际上现在包含沃尔玛Plus,而沃尔玛Plus会员可以额外支付22美元升级为高级会员店会员。
That means existing Sam's Club Plus members now effectively get Walmart Plus included, and Walmart Plus members can add the premium-level club membership for an additional $22.
首席执行官约翰·弗纳在宣布这一消息的声明中,对亚马逊和好市多毫不含蓄地进行了抨击。
CEO John Furner took a not-so-subtle jab at Amazon and Costco in a statement announcing the news.
“考虑一下人们今天可能支付的费用:139美元用于带配送服务的零售会员,130美元用于仓储会员店,”他指两家公司各自的费用说。
"Consider what people may be paying today: $139 for a retail membership with delivery. $130 for a warehouse club," he said, referring to their respective fees.
沃尔玛一直在对这两家零售竞争对手发起猛烈攻击,其会员福利在流媒体娱乐、药房服务以及合作伙伴企业的优惠等多个领域存在重叠。
Walmart has been taking sharp aim at both retail competitors, with membership perks that overlap in several areas, like streaming entertainment, pharmacy services, and deals from partner businesses.
无论是在沃尔玛还是山姆会员店,Plus会员最大的福利是日益快速的配送业务,该业务可从门店和会员店完成订单配送,最快30分钟送达。部分订单甚至在10分钟内送达。
The biggest perk for Plus members — whether at Walmart or Sam's Club — is an increasingly fast delivery operation that fulfills orders from stores and clubs in as little as 30 minutes. Some orders have arrived in fewer than 10 minutes.
“捆绑产品显示,WMT正在向其整体生态系统注入更多价值,并凸显其快速配送能力,”瑞穗分析师大卫·贝林格在一份报告中表示。
"The bundled offering screens as another signal of WMT pushing more value into its overall ecosystem, and highlighting its rapid delivery capabilities," Mizuho analyst David Bellinger said in a note.
沃尔玛不披露会员数量或会员费收入,但瑞穗估计,这两家连锁店约有2500万沃尔玛Plus会员和3000万山姆会员店会员。该银行还估计,沃尔玛和山姆会员店会员之间约有10%的重叠。
Walmart doesn't disclose membership counts or fee revenue, but Mizuho estimates the chains have about 25 million Walmart Plus members and 30 million Sam's Club members. The bank also estimates an overlap of about 10% between Walmart and Sam's Club members.
全球范围内,好市多报告称拥有超过1.5亿张会员卡持卡人,而亚马逊据估计拥有超过2.2亿名Prime会员。
Globally, Costco reported more than 150 million membership cardholders, and Amazon is estimated to have more than 220 million Prime members.