Amazon.com Inc's (NASDAQ:AMZN) 10th annual Prime Day is set to take place on July 16-17. It spans 24 countries, with India holding its Prime event later this summer. The 48-hour event will feature millions of deals across 35-plus product categories.
JPMorgan analyst Doug Anmuth projects total GMV of $12.4 billion (+12% Y/Y) and total Retail Net Sales of $7.9 billion (+11% Y/Y), with $5.8 billion of those Net Sales being incremental, representing +13% growth Y/Y.
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Amazon Prime Day's Ripple Effect
According to Anmuth, Prime Day promotions have a significant impact beyond the Seattle-based giant. The two-day event often boosts activity for other e-commerce companies and omni-channel retailers.
"Key companies we're keeping an eye on" include Chewy Inc (NYSE:CHWY), eBay Inc (NASDAQ:EBAY), and Peloton Interactive Inc (NASDAQ:PTON), Anmuth wrote.
- Chewy: Amazon's recent 3rd annual Pet Day event, held from May 7-8 in the U.S., showcased deals on pet treats, food, care products, home & travel items, electronics, toys, and apparel. Amazon has historically offered strong promotions in the pet category during Prime Day, including its 1P brands. Chewy has remained competitive with its Prime Day pet offers and is expected to continue this trend.
- eBay: While eBay hasn't announced major promotional events for Prime Day, the company recently celebrated its first annual Recommerce Day on May 21, promoting deals on pre-owned items. The e-commerce market is likely to experience elevated activity around Prime Day, potentially benefiting eBay.
- Peloton: Amazon is offering up to 30% discounts on select Peloton products during Prime Day 2024, similar to previous promotional campaigns. This is expected to drive increased activity for Peloton.
Other retailers are also running competing sales events around Prime Day. These include Walmart Inc's (NYSE:WMT) Walmart+ Week (June 17-23) and Walmart Deals (July 8-11), Target Corp's (NYSE:TGT) Circle Week (July 7-13), and Macy's (NYSE:M) All-Star Week (July 16-23).
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亚马逊公司（NASDAQ：AMZN）第十届Prime Day将于7月16至17日举行，覆盖24个国家和地区，印度将在今年夏天后举办Prime活动。这48小时的活动将涵盖35多个产品类别，数百万件产品将有不同程度的折扣。
摩根大通的分析师Doug Anmuth预计GMV总额为120亿美元（同比增长12%），零售净销售额为79亿美元（同比增长11%），其中净销售额的58亿美元为递增的销售，同比增长13%。
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Amazon Prime Day的影响
根据Anmuth的说法，Prime Day的促销活动对西雅图总部以外的许多电商公司和全渠道零售商也会产生意义深远的影响。这两天的活动通常会提振其他电子商务公司和全渠道零售商的活动。
Anmuth表示，关注的主要公司包括Chewy Inc (纽交所: CHWY)、ebay和Peloton Interactive Inc (纳斯达克: PTON)。
- Chewy：亚马逊最近在美国举办了第三届年度宠物节，为期两天（5月7日至8日），宣传宠物零食、食物、护理产品、家居及旅行饰品、电子产品、玩具和服装等特价商品。亚马逊在Prime Day期间历史上都会在宠物类别上推出强大的促销活动，包括其1P品牌。Chewy已经通过其Prime Day宠物商品的优惠保持竞争力，而且预计会继续保持这一趋势。
- Ebay：虽然eBay尚未宣布Prime Day的重大促销活动，但该公司最近在5月21日庆祝了第一次年度Recommerce Day，推广二手物品的促销。电子商务市场在Prime Day期间可能会经历升温的活动，这可能会有益于eBay。
- Peloton：亚马逊在Prime Day 2024期间将为精选Peloton产品提供高达30%的折扣，类似以往的促销活动。这有望推动Peloton的活动增长。
其他零售商也正在进行Prime Day的竞争销售活动，包括沃尔玛公司（NYSE：WMT）的沃尔玛+周（6月17日至23日）和沃尔玛优惠周（7月8日至11日）、塔吉特公司（NYSE：TGT）的Circle Week（7月7日至13日）和梅西（NYSE：M）的All-Star Week（7月16日至23日）。
