Amazon Prime Day 2024: Innovations Set To Overcome Economic Challenges, Ramp Up Sales
Amazon Prime Day 2024: Innovations Set To Overcome Economic Challenges, Ramp Up Sales
Amazon.com Inc (NASDAQ:AMZN) is gearing up for its 10th annual Prime Day on July 16-17, 2024. This year's event promises millions of deals across 35+ categories, drawing keen attention from analysts and consumers alike.
亞馬遜公司（納斯達克：AMZN）正準備迎來2024年7月16日至17日的第十屆Prime Day。今年的活動承諾提供來自35多個類別的數百萬份交易，吸引了分析師和消費者的濃厚興趣。
JPMorgan analyst Doug Anmuth shares an optimistic outlook, projecting low-teens year-over-year GMV and revenue growth despite broader economic pressures.
摩根大通的分析師道格·安穆斯分享了樂觀的展望，預計儘管面臨廣泛的經濟壓力，GMV和營收增長將低於10%。
Amazon Prime Day Sales Projection At $12.4B GMV
Amazon Prime Day的銷售預測爲124億美元的GMV。
Anmuth projects a total GMV of $12.4 billion for Prime Day, reflecting a 12% increase from last year. He expects total retail net sales to hit $7.9 billion, marking an 11% year-over-year growth. Notably, $5.8 billion of these net sales are deemed incremental, representing a 13% rise compared to sales without Prime Day. He emphasizes that these projections are factored into JPMorgan's estimated Q3 retail net sales growth of 8% year-over-year.
安穆斯預測Prime Day的總GMV將達到124億美元，較去年增長12％。他預計總零售淨銷售額將達到79億美元，同比增長11％。值得注意的是，這種淨銷售額中的58億美元被視爲增量銷售，相比沒有Prime Day的銷售增長了13％。他強調這些預測已計入摩根大通預估的第三季度零售淨銷售額同比增長8％。
According to Anmuth, Prime Day's financial impact extends beyond the two-day event. It promotes an early start to back-to-school shopping, helping Amazon manage inventory levels ahead of the busy second half of the year. He believes this strategic timing allows Amazon to gauge demand more effectively, streamline operations, and maintain record-fast delivery speeds.
據安穆斯稱，Prime Day的財務影響超越了兩天的活動。它促進了早期的返校購物，幫助亞馬遜管理年底忙碌的庫存水平。他認爲，這種戰略定時可以更有效地衡量需求、簡化運營並維持最快的交付速度記錄。
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GenAI To Bolster Consumer Interest
GenAI推動消費者興趣
Prime Day 2024's enhancements include record delivery speeds, personalized recommendations, and innovative GenAI features. According to Anmuth, Amazon's investment in faster delivery and personalized shopping experiences is likely to bolster consumer interest. The introduction of GenAI shopping assistant Rufus and expanded deal alerts are set to enhance the customer experience further.
Prime Day 2024的增強功能包括快速交付記錄、個性化建議和創新的GenAI功能。安穆斯表示，亞馬遜在更快的交付和個性化購物體驗上的投資有望推動消費者的興趣。GenAI購物助手Rufus的引入和擴展的交易提醒將進一步提升客戶體驗。
Despite stabilized macro pressures, Anmuth acknowledges that consumers remain cautious about discretionary spending. However, he expects Amazon's innovative retail offerings and compelling deals to support robust demand. The analyst cites a recent Prime Day survey indicating 66% of consumers plan to make a purchase, with 75% aiming to maintain or increase their spending from last year.
儘管宏觀壓力穩定，安穆斯承認消費者對自由支配支出仍然持謹慎態度。然而，他希望亞馬遜的創新零售業務和有吸引力的交易能夠支持強勁需求。分析師援引最近的Prime Day調查數據顯示，66％的消費者計劃購買，75％的人計劃保持或增加去年的支出。
Prime Day To Bolster Prime Member Acquisition – 325M Projected
Prime Day將加強Prime會員招募-預計32500萬
Prime Day also serves as a catalyst for broader business benefits. Anmuth highlights that Prime Day drives Prime Member acquisition, with Amazon projected to reach nearly 325 million Prime Members by the end of 2024. Additionally, the event boosts advertiser demand, 3P seller participation, and awareness of Amazon's other services like Prime Video and Music.
Prime Day也是實現更廣泛業務效益的催化劑。安穆斯強調，Prime Day推動Prime會員招募，亞馬遜預計到2024年底將擁有近32500萬的Prime會員。此外，該活動還促進了廣告主的需求、第三方賣家的參與以及Amazon Prime Video和Music等其他服務的知名度。
JPMorgan has kept Amazon on its Best Idea list and set a price target of $240 for December 2024. This target is based on about 28 times Amazon's estimated 2025 free cash flow of $86 billion, and about 21 times the estimated 2026 free cash flow of $108 billion.
摩根大通將亞馬遜保持在其最佳想法列表上，並設定了2024年12月240美元的價格目標。該目標基於亞馬遜2025年預計達到860億美元的自由現金流的約28倍，以及2026年預計達到1080億美元的自由現金流的約21倍。
Anmuth concludes that Amazon's Prime Day innovations and strategic execution position it for continued success amid macroeconomic challenges.
安穆斯得出結論，亞馬遜的Prime Day創新和戰略執行使其在宏觀經濟挑戰中繼續成功。
AMZN Price Check: Shares of Amazon were up 0.18% to $195.39 at the time of publication Friday, according to Benzinga Pro.
AMZN股價檢查：根據Benzinga Pro的報道，週五發佈時，亞馬遜的股價上漲0.18％至195.39美元。
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Photo: Shutterstock
Photo: shutterstock
譯文內容由第三人軟體翻譯。