Expect Healthy Online Spending This Holiday Season, Says Analyst: What To Know
Expect Healthy Online Spending This Holiday Season, Says Analyst: What To Know
BofA Securities says U.S. consumers are focused on value and sees Amazon.com, Inc. (NASDAQ:AMZN) and Walmart Inc. (NYSE:WMT) well-positioned in the e-commerce industry to reap the benefits heading into the holiday season.
BofA證券表示，美國消費者關注價值，並認爲亞馬遜（NASDAQ:AMZN）和沃爾瑪（紐交所:WMT）在電子商務行業處於有利位置，有望在假日季節即將到來時獲益。
What To Know: On Wednesday, BofA released its 2025 annual e-commerce survey which monitors sector trends, inflections and outlook for the next year. The research firm expects e-commerce to grow its market share during the upcoming holiday season as consumers are drawn to online shopping by convenience, price comparability and a shorter holiday shopping window after Thanksgiving.
收集要點：週三，BofA發佈了其2025年度電子商務調查，監測行業趨勢、轉折點和明年的前景。研究公司預計，在即將到來的假日季節，隨着消費者被便利性、價格可比性以及感恩節後更短的假日購物時間窗口所吸引，電子商務將增加市場份額。
The survey revealed 52% of respondents expect to increase their online spending year-over-year, compared to 46% last year. However, 62% of respondents said they are seeking lower prices due to economic changes and uncertainty about the upcoming Presidential election.
調查顯示，52%的受訪者預計逐年增加在線消費支出，而去年爲46%。然而，62%的受訪者表示，由於經濟變化和對即將到來的總統大選的不確定性，他們正在尋求更低的價格。
Why It Matters: BofA sees retailers offering consumables and value pricing, such as Walmart and Amazon, as best-positioned to gain market share as consumers look for lower prices and price comparability in an uncertain environment.
重要性何在：BofA認爲，提供消費品和價值定價的零售商，如沃爾瑪和亞馬遜，處於最有利地位，因爲消費者在不確定的環境中尋求更低的價格和價格可比性。
Walmart remained the most popular online grocery retailer with 30% of respondents opting for the grocery giant. Amazon saw the highest spending intentions in the survey, with 45% of respondents intending to increase their usage over the next six months.
沃爾瑪仍是最受歡迎的在線雜貨零售商，30%的受訪者選擇了這家零售巨頭。在調查中，亞馬遜的支出意圖最高，有45%的受訪者打算在未來六個月內增加使用頻率。
Sixty-seven percent of respondents reported using Temu, a subsidiary of PDD Holdings, Inc. – ADR (NASDAQ:PDD), a gain of 13 points year-over-year. However, only 20% intend to increase their Temu usage, down by eight points from last year.
67%的受訪者表示使用PDD Holdings, Inc. – ADR（納斯達克:PDD）的子公司Temu，同比增長了13個百分點。然而，只有20%的受訪者打算增加Temu的使用率，比去年下降了八個百分點。
Overall, BofA forecasts healthy consumer online spending in the upcoming holiday shopping season with a shift from discretionary categories into consumables.
總的來說，BofA預測消費者在即將到來的假日購物季節中的在線花費將保持健康增長，並將從可選消費類別轉向消費品。
AMZN, WMT, PDD Price Action: According to Benzinga Pro, Amazon shares closed Wednesday's session down 0.74% at $192.53, Walmart shares rose 0.90% to $81.40 and PDD Holdings shares ended the session 0.12% higher at $113.94.
AMZN，WMt，PDD價格走勢：根據彭博專業版，亞馬遜股價週三收盤下跌0.74%，報192.53美元，沃爾瑪股價上漲0.90%，報81.40美元，PDD Holdings股價收於113.94美元，漲幅爲0.12%。
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Photo: Jill Wellington from Pixabay
圖片：來自Pixabay的Jill Wellington
譯文內容由第三人軟體翻譯。