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除了特朗普,還有一件事更讓企業(yè)高管擔(dān)心

2017-08-02

亞馬遜從零售業(yè)殺手變成了經(jīng)營(yíng)范圍更廣的企業(yè),從高端百貨商到技術(shù)開(kāi)發(fā)商,如今都是它的競(jìng)爭(zhēng)對(duì)手。

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是什么讓企業(yè)領(lǐng)導(dǎo)者徹夜難眠?

并不是華盛頓政府的混亂或工人的漲薪,而是亞馬遜正在或可能會(huì)對(duì)他們的商業(yè)模式產(chǎn)生的影響。這家不斷擴(kuò)張的網(wǎng)絡(luò)巨頭已經(jīng)從零售業(yè)殺手變成了經(jīng)營(yíng)范圍更廣的企業(yè),從高端百貨商到技術(shù)開(kāi)發(fā)商,如今都是它的競(jìng)爭(zhēng)對(duì)手。

可以肯定地說(shuō),美國(guó)公司已經(jīng)注意到,并越來(lái)越關(guān)注這種競(jìng)爭(zhēng)。亞馬遜引發(fā)的關(guān)注,還要甚于六個(gè)多月后依舊沒(méi)能立法的特朗普政府。

觀察過(guò)去90天里的收入電話會(huì)議和投資者日等企業(yè)活動(dòng),我們可以發(fā)現(xiàn)一個(gè)趨勢(shì):亞馬遜的被提及率很高。根據(jù)彭博社統(tǒng)計(jì)的數(shù)據(jù),在此期間,亞馬遜被提到了驚人的635次,而特朗普總統(tǒng)只有162次,工資是111次。如果把區(qū)間縮短到過(guò)去30天,亞馬遜的登場(chǎng)率還有進(jìn)一步上升,為165次,特朗普和工資分別是32次和22次。

這種趨勢(shì)已經(jīng)持續(xù)了12個(gè)月,其中包含特朗普出人意料地贏得大選的那段時(shí)期。然而在這段時(shí)間的收入電話會(huì)議上,亞馬遜被提到了1,800次,特朗普則是1,000次,工資是406次。

亞馬遜常常出現(xiàn)在零售市場(chǎng)轉(zhuǎn)型、拓展新型業(yè)務(wù)的討論中。例如,在本月麥當(dāng)勞第二季度的收入電話會(huì)議上,首席執(zhí)行官史蒂夫·伊斯特布魯克將亞馬遜收購(gòu)高檔食品連鎖店全食超市作為食品業(yè)迅速轉(zhuǎn)型的例子。

他說(shuō):“這表明了商界顛覆性之強(qiáng)和變化之快?!?

高管們也會(huì)很快談到他們與亞馬遜的合作關(guān)系。耐克公司的首席執(zhí)行官馬克·帕克就在今年6月的收入電話會(huì)議上強(qiáng)調(diào)了他們?cè)谄放苽浒疙?xiàng)目上與亞馬遜嘗試的合作。

他說(shuō):“就像我們與其他合作伙伴所做的一樣,我們正設(shè)法改善品牌的展示方式,提高產(chǎn)品故事的質(zhì)量,從而優(yōu)化亞馬遜上耐克營(yíng)造的消費(fèi)者體驗(yàn)?!保ㄘ?cái)富中文網(wǎng))

譯者:嚴(yán)匡正

What keeps corporate leaders up at night?

It isn’t the chaos in Washington or rising worker pay. It’s what Amazon.com Inc. is, or could be, doing to their business models. The expanding online behemoth has morphed from a retail category killer to a much broader enterprise that now competes with everything from high-end grocers to technology developers.

It’s safe to say corporate America has taken notice — and is increasingly concerned about the competition. So much so that Amazon’s overshadowed the Trump administration’s inability to claim a signature legislative achievement after more than six months in office.

Looking at the last 90 days of earnings calls and other corporate events such as investor days, a trend emerges. Amazon comes up a lot. It was mentioned a staggering 635 times over that time frame, while President Trump came up just 162 times and wages were discussed 111, according to data compiled by Bloomberg. It’s become even more pronounced over the past 30 days, with Amazon garnering 165 mentions compared with 32 for Trump and 22 for wages.

The trend holds over the past 12 months, which encompasses the period when Trump pulled off his surprise election victory. Yet, Amazon was mentioned 1,800 times on earnings calls over that span, compared with 1,000 for Trump and 406 for wages.

Amazon typically comes up in discussions about efforts to expand into new business lines in a shifting retail landscape. For instance, on the McDonald’s Corp. second-quarter earnings call this month, Chief Executive Officer Steve Easterbrook pointed to Amazon’s purchase of the upscale grocery chain Whole Foods Market Inc. as an example of how rapidly the food industry is being transformed.

“It just demonstrates how disruptive the business world is and how quickly it moves,” he said.

Executives are also quick to point out partnerships they have with Amazon. Mark Parker, the CEO of Nike Inc., highlighted the shoe manufacturer’s pilot brand-registry program with the retailer on his June earnings call.

“As we do with all of our partners,” he said, “we’re looking for ways to improve the Nike consumer experience on Amazon by elevating the way the brand is presented and increasing the quality of product storytelling.”

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