Amazon Remains 'Best Idea' In E-Commerce This Holiday Season, JPMorgan Analyst Says
Amazon Remains 'Best Idea' In E-Commerce This Holiday Season, JPMorgan Analyst Says
The JPMorgan analyst noted consumers are still dealing with elevated inflation and higher interest rates and said that Amazon sees shoppers trading down, hunting for deals and remaining price-conscious through the holiday season. JPMorgan analyst Doug Anmuth sees strong online sales growth this holiday season and points to Amazon.com Inc. (NASDAQ:AMZN) as the firm's "Best Idea" for capturing the momentum.
摩根大通分析师道格·安默斯认为，这个假日季的在线销售将强劲增长，并指出亚马逊公司（纳斯达克股票代码：AMZN）是该公司抓住这一势头的 “最佳创意”。
Here's a look at what Anmuth expects from the e-commerce giant during the 2024 holiday shopping season.
以下是Anmuth在2024年假日购物季对这家电子商务巨头的期望。
Expert Ideas: Anmuth expects "solid" online holiday sales growth of 7.5% year-over-year, slightly below the nine percent sales growth achieved last year.
专家观点：Anmuth预计，在线假日销售 “稳健” 同比增长7.5％，略低于去年9％的销售增长。
The JPMorgan analyst noted consumers are still dealing with elevated inflation and higher interest rates and said that Amazon sees shoppers trading down, hunting for deals and remaining price-conscious through the holiday season.
摩根大通分析师指出，消费者仍在应对通货膨胀率上升和更高的利率，并表示亚马逊认为购物者在假日季期间交易量下降，寻找优惠，并保持价格意识。
The 2024 holiday season is the shortest since 2019, with only 27 days between Thanksgiving and Christmas, and retailers are running early promotional cycles to support demand and ease stress on retail networks. Anmuth said Amazon is expected to hire 250,000 holiday workers, the same amount as last year which reflects the company's increased cost discipline and efficiency.
2024年的假日季是自2019年以来最短的假日季，感恩节和圣诞节之间只有27天，零售商正在提前进行促销周期，以支持需求并缓解零售网络的压力。安默斯说，亚马逊预计将雇用25万名假日员工，与去年持平，这反映了该公司提高成本纪律和效率。
Amazon will be streaming a live NFL game on Black Friday which JPMorgan sees supporting growth in both advertising and e-commerce revenue during the holiday weekend. The analyst said Amazon benefits from its "high-intent" customer base and its ability to turn an ad into a transaction.
亚马逊将在黑色星期五直播NFL比赛，摩根大通认为这将支持假日周末广告和电子商务收入的增长。这位分析师表示，亚马逊受益于其 “高意向” 客户群以及将广告转化为交易的能力。
Anmuth highlighted Amazon's faster delivery speeds as the company continues to expand its same-day/one-day delivery offerings. The JPMorgan analyst highlighted more than 40 million customers ordered same-day in the third quarter, an increase of more than 25% from the same period last year.
Anmuth强调了亚马逊在继续扩大其当日/当日送达服务时更快的交付速度。摩根大通分析师强调，第三季度当天订购的客户超过4000万，比去年同期增长了25％以上。
The analyst pointed to Amazon's market share of approximately 45% of U.S. e-commerce and views the company as well-positioned to drive demand with its fastest shipping speeds ever during the 2024 holiday season.
这位分析师指出，亚马逊在美国电子商务中占有约45％的市场份额，并认为该公司完全有能力在2024年假日季以有史以来最快的出货速度推动需求。
AMZN Price Action: According to Benzinga Pro, Amazon shares ended Wednesday's session 0.85% lower at $202.88.
亚马逊价格走势：根据Benzinga Pro的数据，亚马逊股价周三收盘下跌0.85％，至202.88美元。
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Photo: Shutterstock
照片：Shutterstock
