
亚马逊凭借生鲜虾、浆果等商品在杂货领域取得进展。市场研究公司尼尔森IQ的数据显示,在亚马逊将当日达生鲜杂货配送服务扩展至美国数千个城市和城镇大约一年后,其生鲜杂货销售额激增,并从传统零售商手中夺取了市场份额。
Amazon is gaining ground in grocery thanks to items like fresh shrimp and berries. Roughly a year after expanding same-day fresh grocery delivery to thousands of cities and towns in the US, Amazon's perishable grocery sales are booming — and taking market share from traditional retailers, according to data from market research firm Nielsen IQ.
根据尼尔森IQ的数据,6月至8月期间,亚马逊上海鲜、乳制品和农产品等杂货的销售额增长了数倍。尼尔森发现,截至8月下旬的过去一年里,亚马逊在食品品类的市场份额也有所增长,而传统杂货店的份额则有所下降。尼尔森在报告中写道:“消费者越来越多地选择亚马逊购买那些历史上一直是在线杂货采用率最大障碍的品类。”
Sales of groceries such as seafood, dairy, and produce on Amazon increased severalfold between June and August, per Nielsen IQ's data. Amazon also posted market share gains in the food category for the year through late August as traditional grocery stores lost it, Nielsen found. "Shoppers are increasingly embracing Amazon for categories that historically represented one of the largest barriers to online grocery adoption," Nielsen wrote in its report.
亚马逊已耕耘杂货领域多年,但尚未像在图书或云计算领域那样取得决定性胜利。公司收购了全食超市,开设后又关闭了另一家实体杂货连锁店,并推出了一系列自有品牌杂货,采取了诸多举措。尼尔森IQ的数据表明,亚马逊最新的举措——在美国大部分地区快速配送生鲜杂货——在竞争激烈的杂货市场开始显现成效。
Amazon has spent years trying to break into grocery, though it hasn't hit a home run in the category as it did with books or cloud computing. The company acquired Whole Foods, opened and shuttered another brick-and-mortar grocery chain, and created a selection of private-label groceries, among other steps. The Nielsen IQ data suggest that Amazon's latest push — toward delivering fresh groceries quickly across much of the US — is yielding some results in the competitive grocery space.
根据尼尔森IQ的数据,许多在亚马逊购买生鲜食品的购物者来自年收入超过10万美元的家庭,且年龄偏大。他们也往往是亚马逊的高频用户,下单次数和在平台上的花费均高于普通用户。报告指出,这意味着生鲜杂货——美国家庭最频繁的采购品类之一——是“增加购物频次和总体支出的潜在重要杠杆”。
Many of the shoppers buying fresh foods on Amazon come from households with incomes over $100,000 and tend to be older, according to Nielsen IQ. They also tend to be frequent Amazon users, placing more orders and spending more money on the platform than an average user. That means fresh groceries, one of the most frequent purchases for US households, are "a potentially important lever for increasing shopper frequency and overall spend" on Amazon, the report reads.
为保持这一势头,亚马逊需要应对强劲对手。其中之一是沃尔玛,后者已利用其实体门店和庞大的零工配送大军实现杂货当日达。
To keep the momentum going, Amazon will need to take on formidable rivals. One is Walmart, which already uses its stores and its own army of gig workers to deliver groceries same-day.
据《商业内幕》9月报道,亚马逊正考虑到2031年在美国开设约1000个当日达履约中心。这一举措将创造出与万工设备相同类型的优势;
Amazon is considering opening about 1,000 same-day fulfillment centers around the US by 2031, Business Insider reported in September. That move would create the same sort of advantage that Wanwork device; here's our guide to sharing information securely.