China is expecting to surpass the U.S. as the world’s largest retail market in 2020, said the deputy chief of the National Development and Reform Commission.
Read more: https://bit.ly/3mz7XLT
中國國家發改委副主任連維良表示,中國即將超越美國,成為全球最大消費品零售市場。
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同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
「u.s. retail sales 2020」的推薦目錄:
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u.s. retail sales 2020 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻
最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.
--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15
我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.
DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.
CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)
🌻FedEx(FDX)聯邦快遞財報
聯邦快遞上季每日陸運包裹量增31%至1,160萬件,帶動獲利勁增逾60%。
聯邦快遞營運長蘇布拉瑪尼亞說:「我們預計三到五年內看到的增長幅度,大約在三到五個月就達成。」
以上文字來源:
https://udn.com/news/story/6811/4866362
執行副總裁兼行銷和傳播長卡瑞爾(Brie Carere)表示,大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說,超過65歲的消費者「終於上網」並且「從電子商務角度來看,我不認為(疫情結束後)這些購買行為會恢復到以往的狀態」。
以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html
以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.
"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."
"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."
"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."
u.s. retail sales 2020 在 Joyce看世界就是不一樣 - Joyce Yang Facebook 的精選貼文
【Under the "New Normal", What's the Darkness and Light for Our Favourite Online Stores? -- 新冠肺炎疫情改變了我們的生活和工作方式,以上是我對線上產業的一些觀察】
COVID-19 seems to make our old shopping experience a blur. And our new online shopping habits are formed under the pandemic.
I remember vividly, the first time that I could go to the Canberra Centre when restrictions have been lifted, I found that my shopping habits and desires have changed completely. Before COVID-19, I was very found of shopping for clothing, accessories and taking a look at what’s the latest at the Flight Centre shop front. Now, I am no longer interested in buying anything that’s “non-essential”. But when it comes to online buying, our household weekly shopping has almost shifted entirely to online order and home delivery services.
There are millions if not billions of people are changing their buying habits like me. During COVID-19, health and safety is the top concern and priority in life. Furthermore, there are isolation restrictions, social distancing measures and working from home practices put in place in many countries across the globe. Consumers have been making the conscious decision of avoiding public places or anyplace that is crowded to reduce that chances of getting infected by the virus.
The below data demonstrates the impact that COVID-19 has for eCommerce across the globe. This pandemic not only changed the way we live and work, but also fundamentally altered the retail industry.
~ Australian ecommerce grew more than 80 per cent year on year (YOY) in the 8 weeks after the COVID-19 pandemic was declared by the World Health Organisation.
~ U.S. retailers' online year-over-year (YoY) revenue growth is up 68% as of mid-April, surpassing an earlier peak of 49% in early January.
~ There's been a 129% year-over-year growth in U.S. & Canadian e-commerce orders as of April 21 and an impressive 146% growth in all online retail orders.
~ China’s online grocery market can expect to grow 62.9% in 2020 to 264 billion RMB compared to a 29.2% growth last year.
In my opinion, there are very real challenges for e-commerce business, but at the same time, there are promising opportunities as well. E-commerce businesses must get ready to face the light and darkness of the age of COVID-19.
I would like to highlight one key aspect that businesses have to consider. It is digital transformation. If digital transformation is not done fast enough, it might result into the collapse of the business under COVID-19.
“Digital transformation: A staged programme of business improvements to people, process and tools used for integrated digital marketing to maximise the potential contribution of digital technology and media to business growth”
There are online stores and retail businesses which are experiencing strong growth under COVID-19, yet others are bumping into troubles. For example, while major shopping centres suffer but an online doctor service, Prime Medic which was launched last year has grown 1000 percent. Sofi Spritz, Australia’s largest independent pre-batched cocktail business, its online sales were up 300 per cent. While the famous active wear brand, Lorna Jane has been fined almost $40,000 over claims that its products could protect again coronavirus, and this might have a negative impact on the brand’s reputation and might affect sales online.
新冠肺炎疫情改變了我們的生活和工作方式,這篇文章是我對線上產業的一些觀察,和你們分享。
閱讀全文👇👇👇
https://www.joyceseestheworld.com/post/under-new-normal-what-s-the-darkness-and-light-for-our-favourite-online-stores
💜 還有,如果你想知道Joyce的英文學習之路,用最簡單有效的方法讓你英文聽說讀寫都很快可以上手,達到能夠商務溝通以及工作的話,記得在這篇文章留言給我 ~ 不要害羞喔😘
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