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網(wǎng)約車大行其道,這家汽車租賃公司該如何逃出生天?

網(wǎng)約車大行其道,這家汽車租賃公司該如何逃出生天?

Phil Wahba 2018-11-18
自動駕駛汽車和網(wǎng)約車服務可能會讓汽車租賃行業(yè)沒落,或為其帶來巨大的商機。讓我們看看Avis Budget是如何應對的。

圖片來源:Photograph by Christopher Lane for Fortune Magazine

世間還有比在機場租車更糟糕的體驗嗎?旅客在經(jīng)歷了長時間的飛行之后登上擁擠的擺渡車,然后在柜臺前加入排隊大軍,等待你的將是保單和GPS設備的強行推銷。(專業(yè)建議:手機中已經(jīng)內(nèi)置了GPS模塊。)接著就是上停車場,在無數(shù)輛相同的轎車中尋找屬于自己的那輛車。尤其當我們提到租車行業(yè)時,說句不好聽的話,在當今這個社會,科技已經(jīng)大大提升了大多數(shù)常規(guī)性流程的速度,但消費情報公司J.D. Power 發(fā)現(xiàn),2017年提取租賃車輛所需的平均時間反而比2013年增加了兩分鐘。

如果你希望看到整個業(yè)務模式能夠一夜間消失,那么,租車行業(yè)的很多員工亦會失業(yè)。這些公司希望,不久之后,人們無需在柜臺前辦理的各種復雜手續(xù)。等到了停車場之后,人們可以用智能手機啟動汽車大燈,這樣便可以輕易找到自己的那輛車。你可以用手機開車鎖,啟動汽車,然后駕車離開,無需在出口加入另一個等候隊伍,在出口處等待拿備胎或給輪胎放氣。這還是你去停車場的情形:未來某一天,租車公司可能會直接讓自動駕駛汽車前往機場去接你。

Avis Budget公司的首席執(zhí)行官拉里·德·肖恩表示:“在未來,我們無需在柜臺接待客戶?!泵恳患易廛嚬径荚诔@個方向努力,但作為美國租車行業(yè)三巨頭(其他兩個是赫茲和Enterprise)中市場份額最小的企業(yè),Avis正在集中一切力量對其60萬臺車進行升級,并讓這個年收入達90億美元的業(yè)務能夠與時俱進。

Avis Budget旗下有兩個以公司名稱命名的品牌,以及Payless Car Rental和汽車共享先驅Zipcar。在過去18個月中,Avis接連與大型科技公司的一些知名品牌達成合作關系。2017年6月,公司與谷歌母公司Alphabet旗下的自動駕駛汽車部門Waymo達成合作協(xié)議,為其不斷增長的自動駕駛汽車車隊提供管理服務。不久之后,它又與亞馬遜和谷歌結盟,為的是讓客戶能夠使用語音技術進行預訂或改變訂單。今年8月,Avis宣布,公司將開始向Lyft的司機提供租賃數(shù)千輛汽車。

Are there any experiences more joyless than renting a car at the airport? Cranky after a long flight, you clamber onto a crowded shuttle bus. Then you join the line at the counter, waiting your turn to endure a hard sell for insurance policies and a GPS device. (Pro tip: You already have a GPS built into your phone.) Then it’s off to the lot to hunt down your car in a sea of identical sedans. It says something particularly unflattering about this industry that, in a society in which technology makes most routines faster, the average wait time to pick up a rental car got two minutes longer between 2013 and 2017, according to consumer insights firm J.D. Power.

If you’d like to see this whole business model disappear in a cloud of smoke—well, so would a lot of people in the rental-car business. Before long, they hope, you’ll be able to skip the counter-kiosk complex entirely. Once you get to the lot, you’ll use your smartphone to activate your car’s headlights so you can easily find it. Your phone will unlock it and turn on the ignition. You’ll drive off without having to go through yet another line at the don’t-back-up-or-we’ll-puncture-your-tires exit gate. And that’s if you go to the lot at all: Someday, the rental agency may send a self-driving car to pick you up at your terminal.

“In the future, we don’t need to see you at the counter,” says Avis Budget CEO Larry De Shon. Every big rental-car company is taking steps in this direction, but Avis, the smallest of the industry’s “Big Three” by U.S. market share (behind Hertz and Enterprise), is making the most concerted effort to update its 600,000-vehicle fleet—and protect its $9-billion-a-year business from obsolescence.

In the past 18 months, Avis Budget, which owns those two namesake brands along with Payless Car Rental and car-sharing pioneer Zipcar, has struck one partnership after another with Big Tech’s boldface names. In June 2017 it landed a deal with Waymo, Alphabet’s autonomous-vehicle division, to manage its growing fleet of self-driving cars. Soon after, it teamed up with Amazon and Google so customers could use voice tech to make or change reservations. And this August, Avis announced it would begin renting thousands of cars to Lyft drivers.

Avis Budget的首席執(zhí)行官拉里·肖恩正努力在2020年之前,將公司旗下60萬輛車均連入互聯(lián)網(wǎng)。圖片來源:Courtesy of Avis

作為所有這些合作的基礎,Avis在新澤西州的巴斯盤尼開展了一個更大的項目:在2020年之前將車隊所有車輛連入互聯(lián)網(wǎng)。這個截止日期比其他任何競爭對手都要早,而且此舉對于一家有著250種不同車型、僅美國網(wǎng)點就達到了4400個的公司來說確實不是一件容易事。但這是一個十分緊迫的任務,因為要應對汽車行業(yè)的巨變,汽車互聯(lián)是一項基礎性工作。

一開始,機場的這種無等待式體驗便取決于互聯(lián)。它將幫助Avis通過提升汽車的服務時間、削減維護成本以及向租車人推銷廣告和服務,從租車業(yè)務中榨取更多的營收。最重要的是,互聯(lián)所提供的基礎設施將為更多的自動駕駛汽車提供支持,這項科技勢必將顛覆整個汽車租賃行業(yè)。

股東自然很樂意看到這種顛覆:在過去三年中,拜股東所賜,Avis和赫茲的股價降幅超過了50%。(Enterprise是一家私營公司。)利潤率停滯不前,新的競爭壓力從四面八方涌了過來:像Uber和Lyft這樣的網(wǎng)約車服務正在招攬租車租賃公司的商業(yè)客戶,而大型汽車制造商正在思考將自身發(fā)展成為“移動服務公司”,也就是直接向消費者提供租車服務。汽車行業(yè)的資深分析師尼爾·阿布拉姆斯說:“在未來五年中,谷歌、Uber、Avis、赫茲和福特將步入同一行業(yè)?!?/p>

在上述種種局面的圍攻下,Avis已經(jīng)來到了不進則殆的重要關頭。在這種環(huán)境下,其競爭對手也會采取激進的舉措。(確實,赫茲搶在Avis之前與Lyft達成了合作關系)。首席創(chuàng)新官亞瑟·奧都拿說:“在這種形勢下,我們沒法在下一個10年中一成不變地經(jīng)營下去。留給我們的時間不多了?!?/p>

Underlying all those partnerships, there’s a bigger project at Parsippany, N.J.–based Avis: an endeavor to connect the bulk of its fleet to the Internet by 2020. That’s a more aggressive deadline than any of its rivals have embraced. And it’s no small task for a company that offers 250 different makes of vehicles, scattered across almost 4,400 locations in the Americas alone. But it’s an urgent one, because car connectivity is a cornerstone of the industry’s efforts to keep up with the automobile sector’s dramatic changes.

That hassle-free airport experience, for starters, depends on connectivity. It’ll help Avis wring more revenue out of its cars by increasing their time in service, cutting maintenance costs, and pitching ads and services to drivers. Above all, connectivity will provide the infrastructure to support more self-driving cars—a technology that will inevitably shake up the rental industry.

Shareholders would certainly like to see a shake-up: They’ve driven Avis’s and Hertz’s stock down by more than 50% over the past three years. (Enterprise is privately held.) Profit margins are stagnant, and new competitive pressure is coming from all sides: Ride-hailing services like Uber and Lyft are wooing rental companies’ business customers, and big automakers are contemplating a future as “mobility companies” that rent cars directly to consumers. “In next five years you’re going to have Google, Uber, Avis, Hertz, and Ford all in the same business,” says Neil Abrams, a veteran car-industry analyst.

For Avis, it adds up to an evolve-or-die moment, one in which its rivals will be just as aggressive (indeed, Hertz had a Lyft partnership before Avis did). “This isn’t one where we can sit back for the next 10 years,” says chief innovation officer Arthur Ordu?a. “We don’t have a heck of a lot of time.”

***

Avis自成立以來便在很多方面一直處于領先地位。公司成立于1946年,那時航空旅行還遠未發(fā)展成為主流。公司成立的初衷在于,人們在機場也應該能租到車。1987年,Avis引入了無需在柜臺還鑰匙的流程,并借此開創(chuàng)了業(yè)界先河;1996年,Avis成為了首家提供在線預訂服務的企業(yè)。

然而在近些年,租車公司在創(chuàng)新方面一直以龜速前進。排名前三的租車公司占據(jù)了美國租賃市場(市值300億美元)94%的份額,但這一主導地位并未轉化為定價權。這些巨頭均提供來自于同一汽車制造商的汽車,因此在差異化方面難以有所建樹。像GPS和路費支付設備這類雜項所貢獻的收入一直在下降,甚至這些附加設備都讓客戶感到惱火不已。結果:IBIS World預計,2023年之前租車行業(yè)美國營收的年增速僅為2%,遠低于旅行行業(yè)的普遍水平。

Avis也未能逃脫這一厄運。2010年,公司每輛車在單位出租日的收入為41.7美元,這個數(shù)字在2017年降至40.03美元。沒有一家汽車租賃公司在客戶調查中拿到了高分,但Avis在這一方面的排名略低于其競爭對手,因此,科技重塑舉措對于Avis來說尤為重要,公司也希望借助這一機會來重振業(yè)務,并讓客戶再次慷慨解囊。J.D. Power的旅行業(yè)務負責人說:“客戶滿意度的一個重要因素將取決于能夠讓客戶快速拿到所租車輛的技術?!?/p>

Avis has been ahead of the curve on many occasions since its debut. The company was founded in 1946—well before air travel went mainstream—on the idea that rental cars should be available at airports. In 1987, Avis was the first rental-car company to introduce a key-drop return process that bypassed the counter; in 1996, it was the first to offer online reservations.

But in recent years, being the Most Innovative Rental-Car Company has been like being the Fastest Turtle. The Big Three have a combined 94% share of the $30 billion U.S. rental market, but that dominance hasn’t translated into pricing power. The giants all offer vehicles from the same carmakers, so they struggle to differentiate themselves. Income from incidentals like GPS and toll-paying devices has waned, even as those add-ons have annoyed customers. The upshot: IBIS World expects the industry’s U.S. revenues to grow just 2% annually through 2023, far slower than the broader travel industry.

Avis hasn’t been immune to the malaise. In 2010, the company earned $41.70 per car per “rental day,” by 2017, that had fallen to $40.03. None of the rental companies scores well on customer surveys, but Avis ranks slightly below its rivals on that front. That makes its tech reinvention that much more critical, as a chance to revitalize its business and a path back into customers’ good graces. “Tech that gets me into the car faster will be a big factor in molding customer satisfaction,” says Michael Taylor, J.D. Power’s head of travel.

Avis 在2013年對Zipcar的收購有助于其開展汽車共享業(yè)務實驗,并完善其應用。圖片來源:Courtesy of Avis

Avis從2013年便開始為科技興業(yè)的舉措做鋪墊工作。那一年,Avis斥資5億美元收購了Zipcar。這家初創(chuàng)企業(yè)通過散布于各大街區(qū)和市中心的自助服務站點,提供按小時租車的服務。Avis的這筆收購對于一些同行來說似乎是一個不切實際的舉措,當時,赫茲加大了對其核心業(yè)務的投資力度,耗資23億美元收購了Dollar Thrifty。然而盡管汽車共享市場依然很小,但Zipcar開始轉而采用內(nèi)部激勵措施,來思考如何重振Avis。

自收購之后,Avis在科技方面的支出翻了兩番,去年達到了1.28億美元。2016年,也就是德·肖恩剛上任首席執(zhí)行官之際,Avis為其同名品牌推出了一個更加成熟(部分歸功于Zipcar的啟發(fā))的新應用。它能夠讓客戶下訂單或改變預訂,保留收據(jù),并縮短提車和還車時間。奧都拿于去年成為了創(chuàng)新負責人,開始著手升級Avis的技術探索業(yè)務。它打造了一個應用編程界面(API),也就是一個開放的軟件開發(fā)系統(tǒng),能夠讓網(wǎng)約車服務、數(shù)字地圖制造商、城市規(guī)劃者和其他潛在的合作伙伴通過Avis的應用在系統(tǒng)中增添組件,并分享數(shù)據(jù)。API平臺在未來可能會成為一個重要的收入推手:奧都拿是這樣設想的,例如,百貨店會支付Avis費用,隨后Avis將在應用中植入百貨店廣告,引導用戶登錄百貨店的網(wǎng)站。該應用實際上也能引導他們前往百貨店:忘記拿襪子的差旅人士可以乘坐租賃的自動駕駛汽車前往購物站點。

奧都拿的團隊推出了野心更大的互聯(lián)項目。8月,Avis實現(xiàn)了一個里程碑,將10萬輛車接入了互聯(lián)網(wǎng)。實現(xiàn)這一連接的關鍵裝置被巧妙地安裝在了每輛車引擎蓋下面。裝置中的各類感應器能夠獲取汽車的一些重要數(shù)據(jù),從準確地點到精確的指標,例如燃油存量、胎壓和剎車片的健康狀況。

這些平淡無奇的設備可能會帶來巨大的財務影響。要想讓一輛車為租車公司賺錢,那么82%的時間它都應該處于被租出的狀態(tài)。如果Avis能夠實時監(jiān)控汽車的重要數(shù)據(jù),那么它便可以避免維修無需維修的車輛。反之,它也可以降低能夠讓車輛停止工作的故障概率(何況這些故障可能會導致租賃客戶出現(xiàn)交通事故,并對其造成不良影響)。

Avis began laying the groundwork for a tech-driven rebound in 2013. That year, Avis paid $500 million to acquire Zipcar, the startup that rents cars on an hourly basis from self-service sites scattered through neighborhoods and downtowns. The move seemed quixotic to some—at the time, Hertz was doubling down on its core business, digesting a $2.3 billion acquisition of Dollar Thrifty. But while the car-sharing market remains small, Zipcar has turned into an internal catalyst for ideas about rejuvenating Avis.

Since the acquisition, Avis’s capital spending on technology has tripled, reaching $128 million last year. In 2016, not long after De Shon became CEO, Avis rolled out a new, more sophisticated (and partly Zipcar-inspired) app for its namesake brand that lets customers book or change a reservation, keep receipts and speed up check-ins and drop-offs. Ordu?a, who became head of innovation that year, set about updating Avis’s tech plumbing. He created an application programming interface (API)—an open software-development system that allows ride-hailing services, digital mapmakers, city planners, and other potential partners to add elements to and share data with Avis’s app. API platforms could be a key revenue driver down the line: Ordu?a envisions a scenario in which, for example, a department store would pay Avis a fee, in return for which Avis would embed ads in its app to steer users to the store’s website. The app could also literally steer them to the store: A traveler who forgot to pack socks could be chauffeured to a shopping site by her self-driving rental sedan.

Ordu?a’s team has done even more ambitious work on the connectivity project. In August, Avis reached the milestone of 100,000 vehicles connected to the Internet. The device that’s central to those connections is a contraption installed on the underside of each car’s hood. It’s loaded with sensors that read the car’s vital signs, from its exact location to the precise state of metrics like fuel levels, tire pressure, and brake-pad health.

These prosaic-looking devices could have a big financial impact. For a given car to make a penny of profit for a rental company, it needs to be rented out at least 82% of the time. If Avis can monitor a car’s vital signs in real time, it can avoid spending money servicing cars that don’t need it. Conversely, it can reduce the odds of a breakdown that would take a car out of service (not to mention alienate renters who suffered a roadside mishap).

位置跟蹤還幫助Avis從車輛的租賃日中獲得了更多的收入。當汽車因違規(guī)停車而被沒收時,租賃者通常會棄之不理,讓公司來承擔后果,包括查找車輛被拖走的地點。Avis并沒有透露公司因此而蒙受了多少損失。但這是一個十分嚴重的問題,公司已經(jīng)在160多個最大的沒收場地安裝了地理圍欄裝置,這樣,公司便無需等待拖車工人給公司打電話。這一舉措,結合內(nèi)部定位跟蹤,將被沒收汽車的召回時間平均縮短至6天,時間較以往減少了一半。(在一個十分類似、消費層次可能更高的場合中,定位跟蹤幫助Avis更加迅速地回收提前放回機場的、由私人飛機乘客租賃的車輛。)

互聯(lián)汽車還可以讓Avis通過拉近司機與車輛的距離,擴大其客戶群。公司希望減少對機場業(yè)務的需求,該業(yè)務目前占其營收的70%。Avis正在與零售商、商場開發(fā)人員和城市規(guī)劃人員進行交流,討論打造可以提車和還車的無柜臺自助式提車中心,就像Zipcar一樣。首席執(zhí)行官德·肖恩說:“只要能夠停5至10輛車的地方,我都把它稱之為租賃場地?!?/p>

Avis已開始在明尼蘇達州的堪薩斯城測試這一模式,這一區(qū)域的5000輛車都已連入互聯(lián)網(wǎng)。Avis將分享實時的定位數(shù)據(jù),幫助城市規(guī)劃者完善其計算機化的交通流模型,以更好地決定哪些道路使用頻率最高,從而更高效地規(guī)劃維修。作為回報,Avis致力于設立一些所有城市居民喜聞樂見的事物:一批專用停車位。

Location tracking also helps Avis milk more revenue-earning days out of its fleet. When cars get impounded because of parking violations, renters often walk away, leaving the agencies to deal with the consequences—including figuring out where the car has been towed. Avis won’t say how much revenue it loses to this scenario. But it’s a big enough problem that the company has set up geofencing around more than 160 of the country’s biggest impound lots, so it doesn’t have to wait for pound workers to call the company. That move, combined with internal location tracking, has cut the average recovery time for an impounded car by half, to six days. (In a similar if more upscale vein, location tracking helps Avis more quickly retrieve rentals that have been dropped off early at airports that serve the private-jet crowd.)

Connected cars could also allow Avis to widen its customer base, by putting its cars closer to more drivers. The company hopes to become less reliant on airport locations, where it currently gets 70% of its revenue. Avis is talking with retailers, mall developers, and city planners about creating self-service, counter-free hubs where people could pick up and drop off a car, much as they do with Zipcar. “Anywhere I can park five to 10 cars, I can call it a rental location,” says De Shon, the CEO.

Avis has begun testing that model in the Kansas City, Mo., area, where all of its roughly 5,000 cars are connected. Avis is sharing live car-location data to help city planners refine their computerized traffic flow models, the better to determine which roads are used most frequently and to plan repairs more efficiently. In return, Avis stands to get something any city dweller can appreciate: a bunch of dedicated parking spots.

***

如果人們在菲尼克斯地區(qū)的Avis網(wǎng)點租一輛車,然后用三天或三天以上,那么很快便可以獲得額外的獎勵:乘坐無人駕駛汽車Waymo的禮券。這將成為你的杰森(《碟中諜》主角——譯者注)時刻,如果你接受,也就是選擇參加這個實驗,而這個實驗對于Avis和其對手來說都具有極其重要的意義。

當Avis去年宣布與Waymo進行合作時,Avis的股價當天飆升了21%。Enterprise和赫茲一直都在探索類似的領域,但最為引人注目的還屬Avis與Waymo的合作,另一方面,Waymo在其發(fā)展領域比其他競爭對手走的更遠。盡管自動駕駛汽車制造商還需要面對無數(shù)的監(jiān)管和技術障礙,但絕大多數(shù)人多相信,無人駕駛汽車的未來不遠了。波士頓咨詢公司預計,到2030年,自動駕駛汽車的行駛里程有望占到全美總里程的25%。

然而,要讓共享汽車業(yè)務模式得以運轉,這些機器人出租車實際上需要全天候提供服務,而這意味著它們需要維護和清理的次數(shù)將遠高于普通汽車。Avis與Waymo之間的合作便是為了應對這一問題。在菲尼克斯這座很多自動駕駛汽車制造商的測試地,Avis正在用Waymo的克萊斯勒Pacifica自動駕駛面包車為租戶提供服務,目前車隊有600輛車,而且還在不斷增加。Avis負責換油、換胎和清理等工作;Waymo則負責維護技術含量更高的自動駕駛硬件。

IF YOU RENT A CAR from some Avis locations in the Phoenix area for three days or more, you’ll soon get an extra perk: a coupon for a ride in a driverless Waymo. Your Jetsons moment, should you choose to accept it, will be part of an experiment with high stakes for Avis and its rivals.

Avis’s shares shot up 21% on the day it announced its Waymo partnership last year. Enterprise and Hertz have been exploring the same terrain, but Avis’s deal with Waymo is the splashiest so far, and Waymo, in turn, is further along in its development than many competitors. While autonomous vehicle (AV) makers have numerous regulatory and technological hurdles to clear, few doubt self--driving cars’ day is near: Boston Consulting Group estimates that by 2030, 25% of miles driven on U.S. roads could be logged by shared, self-driving electric cars.

For a shared-car business model to work, however, these robo-taxis will need to be on the road practically around the clock, which means they’ll need to be serviced and cleaned far more regularly than typical cars. That’s where the Avis-Waymo deal comes in. In Phoenix, a testing-ground for many AV-makers, Avis is servicing Waymo’s self-?driving Chrysler Pacifica minivans, a fleet of 600 cars and counting. Avis handles tasks like oil changes, tire rotations, and cleaning; Waymo maintains the more high-tech AV hardware.

給Waymo提供維修服務為“Avis”在自動駕駛汽車行業(yè)立足找到了一個支撐點。圖片來源:Courtesy of Avis

Avis認為,其大量的基礎設施,包括車庫和存儲設施,有助于自身成為未來汽車共享公司不可或缺的合作伙伴,并為這些公司提供“車隊管理服務”。(車隊管理也將成為一個熱門競爭領域:赫茲和Enterprise也擁有十分強大的車隊管理業(yè)務。)對于Avis來說,像與Waymo合作這類交易能夠提供賺取額外營收的機會,而且也不會因購置車輛而產(chǎn)生大量的固定成本。反過來,Waymo和其他科技公司則避免了管理維護這類成本。正如德·肖恩所說的那樣:“為什么要嘗試開發(fā)那些已經(jīng)存在的事物?”

與自動駕駛汽車制造商建立合作關系還為Avis未來自身車隊的徹底改革奠定了基礎。麥肯錫的高級合伙人漢斯·維納卡斯認為,商務差旅人士將成為首個呼吁使用租賃公司自動駕駛汽車的群體。因為乘坐自動駕駛汽車不用開車,而且可以在前往目的地的同時繼續(xù)工作??ㄋ拐f:“空出來的時間所帶來的價值實際上對他們來說更受用?!边@類旅行人士占Avis Budget客戶的40%:如果他們想要可租賃的自動駕駛汽車,Avis則有必要滿足他們的需求。

Avis is betting that its huge infrastructure of garages and storage facilities will make it an essential partner to provide such “fleet management services” for the car-sharing companies of the future. (This, too, will be a hotly contested field: Hertz and Enterprise also have strong fleet-management businesses.) For Avis, deals like its Waymo partnership offer the chance to earn extra revenue without the heavy fixed cost that comes from owning those cars. Waymo and other tech companies, in turn, avoid the expense of managing maintenance. As De Shon puts it, “Why go out and develop something that’s already built?”

Getting a foot in the door with the AV-makers also sets the stage for Avis to someday radically overhaul its own fleet. Hans-Werner Kaas, senior partner at consultancy ?McKinsey & Co., thinks business travelers will be the first to clamor for self-driving rental cars, which will enable them to work instead of drive and still get to their destination. “The value of freed-up time is simply more relevant for them,” says Kaas. Such travelers account for 40% of Avis Budget’s customers: If they want robo-rentals, Avis will need to deliver.

***

不久之前,拉里德·肖恩的兒子打電話告訴他一則消息:住在芝加哥的這位年輕人將銷售其汽車,因為他不再需要車了。德·肖恩回憶道,這則消息“讓我感到很傷心,因為這是我給他的畢業(yè)禮物。我問他:‘你怎么能把車給賣了?’我的孩子回答道:‘我可以搭乘Zipcar,或者Uber?!焙孟⑹牵业暮⒆釉诮酉聛韼讉€月中從Avis租了四次車,用于周末長途旅行。

所有跡象表明,隨著年輕一代退出購車大軍,汽車持有量將繼續(xù)下滑。德·肖恩的故事告訴我們,這對于租車公司來說是一個潛在的機遇。這一趨勢可能會帶來更大的客戶群。但Lyft、Uber和自動駕駛出租車的崛起將催生激烈的競爭環(huán)境。

8月,Avis宣布與Lyft建立合作關系。這是Avis使用科技為自己多項賭注保駕護航的最新舉措。根據(jù)這一協(xié)議,Avis品牌將向Lyft Express Drive項目提供數(shù)千輛車。該項目旨在吸引那些有望租車的無車司機。該交易為Avis提供了一個接觸未來自動駕駛汽車大用戶的機會。同時,Avis也可以借此獲得更多與拼車業(yè)務模式有關的第一手資料。此外,它還有助于提升其普通車隊車輛的創(chuàng)收天數(shù)。

與此同時,Avis的核心業(yè)務還遠未到退出歷史舞臺的時候。如今,公司典型的租賃期限是一個4天的合同,涵蓋約450英里。當一個四口之家來到鹽湖城,順道訪問猶他州國家公園時,他們不會使用Uber或Lyft。赫茲的首席執(zhí)行官卡斯萊恩·馬利內(nèi)羅估計,傳統(tǒng)汽車市場與市區(qū)短途旅行為主的市場(拼車占主導地位)僅有10%的重疊部分。

然而,這10%的領域在最近幾年發(fā)生的巨大變化也讓Avis Budget意識到,自己不能再無動于衷。創(chuàng)新官奧都拿表示,這一技術合作終于改變了“人們對公司的看法,公司在人們眼中不再是一頭守株待兔的龐然大物?!?/p>

NOT LONG AGO Larry De Shon’s son called him with some news: The young man, who lives in Chicago, was selling his car because he didn’t need one. The news “broke my heart, because it was his graduation gift,” De Shon recalls. “I ask, ‘How can you sell your car?’ The kid answers, ‘I can take a Zipcar, I can take an Uber.’?” The upside: The kid also rented cars from Avis four times in the ensuing months, for longer weekend trips.

All signs indicate that car-ownership rates will continue to drop as younger generations opt out. As De Shon’s story suggests, that’s a potential opportunity for rental-car companies. The trend may well create a much bigger customer base. But the rise of Lyft, Uber, and the robo-taxi crowd creates much more competition.

Avis’s Lyft partnership, announced in August, is the latest example of how Avis hopes to use technology to hedge multiple bets. Under the agreement, the Avis brand will provide thousands of cars to Lyft’s Express Drive program, which mobilizes prospective drivers who don’t own cars. The deal gives Avis an in with a future big user of AVs, and more experience working with the ride-sharing business model. It also helps it get more revenue-?generating days out of its regular fleet cars.

Avis’s core business, meanwhile, is far from extinct. Its typical rental today is a four-day contract involving some 450 miles. A family of four landing in Salt Lake City en route to visit the national parks in Utah is not about to use Uber or Lyft. Hertz CEO Kathryn Marinello estimates there is only currently a 10% overlap between the traditional rental-car market and the mostly urban short-haul market where the ride-sharing services dominate.

Still, the change that has swept through that 10% in recent years has shown Avis Budget that it can’t afford to sit still. The tech partnerships, says Ordu?a, the innovation officer, are finally beginning to change “the perception of us as a dinosaur sitting there, waiting for a comet to hit.”

***

汽車租賃公司在未來五年中將發(fā)生巨大變化的五大原因

1. 互聯(lián)汽車:租賃汽車公司正逐漸將數(shù)百萬臺汽車連入互聯(lián)網(wǎng)。其目標在于:削減維護成本、提升汽車的行駛時長,并通過推銷廣告和服務形成新的收入源。Avis Budget正努力在2020前將旗下60萬臺車均接入互聯(lián)網(wǎng)。

2. 自動駕駛汽車:自動駕駛汽車即將來臨,分析師預計它對利潤豐厚的商業(yè)差旅人士市場來說非常有吸引力。租車公司正試圖從最基本的階段始與自動駕駛汽車制造商合作。重要合作案例:Avis與Waymo;赫茲與Aptiv;Enterprise與Voyage。

3. 車隊管理:租車費率一直沒有什么起色,因此Avis和其他租車供公司希望實現(xiàn)其收入來源的多元化。借助不斷延伸的車庫網(wǎng)絡以及在管理、修理和清理車輛方面的專長,這些公司看到了向其他公司銷售車隊管理服務的機會,包括自動駕駛汽車制造商。

4. 汽車共享:汽車共享在移動領域的營收占比不到1%,但租車行業(yè)領軍者都已涉足這一行業(yè)。此舉有助于讓他們?yōu)槠渥赓U車隊設立更多的免柜臺服務網(wǎng)點。重要品牌:Zipcar(Avis)、EnterpriseCar Share以及赫茲24/7。

5. 再銷售零售:數(shù)年之后,租賃汽車公司會再次銷售其汽車,而該行業(yè)利潤最大的障礙一直都是二手車市場的疲軟。為了更好地控制車輛的再售時間和地點,三大租車巨頭正在打造其自有的實體二手車銷售網(wǎng)點。Avis如今擁有7家店面,并計劃增設更多店面。(財富中文網(wǎng))

FIVE REASONS YOUR RENTAL-CAR COMPANY WILL LOOK VERY DIFFERENT IN FIVE YEARS

1. CONNECTED CARS: The rental-car companies are gradually connecting their millions of vehicles to the Internet. The aim: to cut maintenance costs, make sure cars spend more time on the road, and generate new sources of revenue from selling ads and services. Avis Budget has committed to getting all 600,000 of its cars connected by 2020.

2. AUTONOMOUS VEHICLES: Autonomous vehicles (AVs) are coming, and analysts expect them to be especially attractive to the lucrative businesstraveler market. The rental companies are trying to get in at the ground level with the AV-makers. Key partnerships: Avis and Waymo; Hertz and Aptiv; Enterprise and Voyage.

3. FLEET MANAGEMENT: Rental rates have stalled, so Avis and others want to diversify their revenue sources. With sprawling networks of garages and expertise in maintaining, fixing, and cleaning cars, these companies see opportunity in selling fleet management services to other companies, including AV-makers.

4. CAR SHARING: Car sharing accounts for less than 1% of revenues in the “mobility” sector, but the industry leaders all dabble in the field. This is helping them prepare for a future with more counterfree locations for their rental fleets. Key brands: Zipcar (Avis), EnterpriseCar Share, and Hertz 24/7.

5. RESALE RETAIL: Rental-car companies resell their cars after a few years, and the biggest drag on industry profits has been a weak secondhand auto market. To better control the timing and location of those resales, the Big Three are building their own physical used-car sales lots. Avis now has seven stores and plans to add more.

***

本文的另一版本登載于2018年11月1日刊的《財富》雜志,標題為《處于岔路口的租車公司Avis》。

譯者:馮豐

審校:夏林

A version of this article appears in the November 1, 2018 issue of Fortune with the headline “A Fork In The Road For Avis.”

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