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Bringing a traffic surge of 1800%! AI assistance made "Black Friday" in usa online retail "explosive sales".
①"Black Friday" online sales reached $10.8 billion, hitting a record high; The usage of AI-driven online chat services increased by 31% year-on-year. ②OpenAI, Perplexity AI, amazon, walmart, and others have all launched AI functions related to shopping. ③E-commerce has become a core track for commercializing AI.
"Black Friday" report: In the usa, offline and online shopping are experiencing stark contrasts, with online shopping expected to set new records!
① Sales on Black Friday in the usa were booming, with total retail sales in physical stores and online growing by 3.4% year-on-year; ② Consumers are increasingly leaning towards online shopping, with data showing that physical store sales grew by less than 1%, while online sales surged by 14.6%; ③ The industry also expects that spending on Cyber Monday will reach 13.2 billion dollars, a year-on-year increase of 6.1%.
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Wang Xiao, partner at Qicheng Capital: In the era of consumer market stock, "competing on price" and "competing on value" are both important | Direct hit on the new consumption power conference.
1. Online retail has differentiated from shelf e-commerce to a type represented by pdd holdings, focusing on individual products and price mechanisms, as well as content e-commerce represented by Douyin. Both forms of e-commerce achieve precise matching of supply and demand through efficient algorithms and mechanisms. 2. In a market environment of stagnant or even declining volume, companies need to shift from opportunity-driven to capability-driven, from growth-first to efficiency-first, and from scale-oriented to value-oriented.
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