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.
Read Also: Amazon Prime Day 2024: Innovations Set To Overcome Economic Challenges, Ramp Up Sales
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).
- Stocks Show Mixed Reactions To June Producer Inflation Data
亞馬遜公司（NASDAQ：AMZN）第十屆Prime Day將於7月16至17日舉行，覆蓋24個國家和地區，印度將在今年夏天后舉辦Prime活動。這48小時的活動將涵蓋35多個產品類別，數百萬件產品將有不同程度的折扣。
摩根大通的分析師Doug Anmuth預計GMV總額爲120億美元（同比增長12%），零售淨銷售額爲79億美元（同比增長11%），其中淨銷售額的58億美元爲遞增的銷售，同比增長13%。
閱讀全文：Amazon Prime Day 2024：創新技術應對經濟挑戰，推動銷售額上漲
Amazon Prime Day的影響
根據Anmuth的說法，Prime Day的促銷活動對西雅圖總部以外的許多電商公司和全渠道零售商也會產生意義深遠的影響。這兩天的活動通常會提振其他電子商務公司和全渠道零售商的活動。
Anmuth表示，關注的主要公司包括Chewy Inc (紐交所: CHWY)、ebay和Peloton Interactive Inc (納斯達克: PTON)。
- Chewy：亞馬遜最近在美國舉辦了第三屆年度寵物節，爲期兩天（5月7日至8日），宣傳寵物零食、食物、護理產品、家居及旅行飾品、電子產品、玩具和服裝等特價商品。亞馬遜在Prime Day期間歷史上都會在寵物類別上推出強大的促銷活動，包括其1P品牌。Chewy已經通過其Prime Day寵物商品的優惠保持競爭力，而且預計會繼續保持這一趨勢。
- Ebay：雖然eBay尚未宣佈Prime Day的重大促銷活動，但該公司最近在5月21日慶祝了第一次年度Recommerce Day，推廣二手物品的促銷。電子商務市場在Prime Day期間可能會經歷升溫的活動，這可能會有益於eBay。
- Peloton：亞馬遜在Prime Day 2024期間將爲精選Peloton產品提供高達30%的折扣，類似以往的促銷活動。這有望推動Peloton的活動增長。
其他零售商也正在進行Prime Day的競爭銷售活動，包括沃爾瑪公司（NYSE：WMT）的沃爾瑪+周（6月17日至23日）和沃爾瑪優惠周（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）。
