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.
摩根大通分析師道格·安茂斯看到了今年假日銷售的強勁增長，並認爲亞馬遜.com股份有限公司（納斯達克: AMZN）是公司抓住這股勢頭的"最佳創意"。
Here's a look at what Anmuth expects from the e-commerce giant during the 2024 holiday shopping season.
讓我們來看看安茂斯對2024年假日購物季期望的電子商務巨頭。
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.
專家建議：安茂斯預計在線假日銷售增長7.5%，略低於去年實現的九個百分點的銷售增長。
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.
摩根大通分析師指出，消費者仍在應對升高的通貨膨脹和更高的利率期貨，並表示亞馬遜看到消費者在假期期間轉向低價位商品，尋找優惠並保持對價格的敏感度。
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.
自2019年以來，2024年的假日季是最短的，感恩節和聖誕節之間僅有27天，零售商正在提前推出促銷活動以支持需求，並減輕零售網絡的壓力。安茂斯表示，預計亞馬遜將僱傭25萬名假日工人，與去年相同，這反映了公司增加的成本紀律和效率。
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.
亞馬遜將在黑色星期五直播一場NFL比賽，摩根大通認爲這將在假日期間支持廣告和電子商務收入的增長。該分析師表示，亞馬遜受益於其"高意向"客戶群，以及將廣告轉化爲交易的能力。
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.
安茂斯強調了亞馬遜不斷擴大同日/次日送貨服務並提供更快送貨速度。摩根大通分析師指出，在第三季度，超過4000萬客戶選擇了當天送貨，比去年同期增長超過25%。
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.
該分析師指出，亞馬遜在美國電子商務領域的市場份額約爲45%，認爲在2024年假日季期間，公司憑藉史上最快的送貨速度處於有利地位以刺激需求。
AMZN Price Action: According to Benzinga Pro, Amazon shares ended Wednesday's session 0.85% lower at $202.88.
亞馬遜價格走勢：根據Benzinga Pro的數據，亞馬遜股價週三收盤報202.88美元，下跌了0.85%。
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圖片：shutterstock
