ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢Ìü

ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢Ìü(LianLian Global)¹ÙÍøÊ×Ò³

¹Ù·½ÏàÖú£¡ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüÖúÁ¦ÎÖ¶ûÂêµçÉÌÂô¼Ò¿ªÆô³öº£¡°¼ÓËÙÂÊ¡±

2023/09/15
Æ·ÅÆ×ÊѶ

¿ËÈÕ £¬£¬ £¬£¬£¬£¬£¬£¬ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüÓëÎÖ¶ûÂê¸æ¿¢¹Ù·½ÏàÖú £¬£¬ £¬£¬£¬£¬£¬£¬Õýʽ֧³ÖÎÖ¶ûÂêÃÀ¹úÕ¾ÊÕ¿î¡£¡£¡£¡£ ¡£¡£¡£


»ùÓÚÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢Ìü¹ú¼Êͨ³©È«ÇòµÄÖ§¸¶½ðÈÚÍøÂçÓëÁýÕÖÆóҵȫÉúÃüÖÜÆÚµÄÉÌҵЧÀÍÍøÂç £¬£¬ £¬£¬£¬£¬£¬£¬Âòͨ¾³ÄÚÍâ×ʽð½áËãͨµÀ £¬£¬ £¬£¬£¬£¬£¬£¬ÎªÎÖ¶ûÂêÂô¼ÒÌṩһվʽȫÇòÊÕ¸¶¶ÒÄÜÁ¦ £¬£¬ £¬£¬£¬£¬£¬£¬ÖúÁ¦Æóҵı»®½µ±¾ÔöЧ¡£¡£¡£¡£ ¡£¡£¡£


01

ÎÖ¶ûÂêÈ«ÇòµçÉÌÖúÁ¦Æ·ÅƳöº£


ÎÖ¶ûÂê×÷Ϊһ¼ÒÈ«ÇþµÀÁ¬ËøÁãÊÛÆóÒµ £¬£¬ £¬£¬£¬£¬£¬£¬2023ÄêÒÔÈ«ÇòÓªÊÕ6113ÒÚÃÀÔª £¬£¬ £¬£¬£¬£¬£¬£¬¸´ºÏÔöÌíÂÊΪ4.41%µÄЧ¹û £¬£¬ £¬£¬£¬£¬£¬£¬Ê¼ÖÕÔÚÈ«ÇòÁãÊÛÆóÒµÖÐÅÅÃûµÚÒ» £¬£¬ £¬£¬£¬£¬£¬£¬Á¬ÈΡ°³¬ÊаÙÇ¿¡±°ñÊס£¡£¡£¡£ ¡£¡£¡£


³ýʵÌåÁãÊÛµêÍâ £¬£¬ £¬£¬£¬£¬£¬£¬ÎÖ¶ûÂêÔÚ²î±ðƽ̨ͨ¹ý²î±ð·½·¨Ê¼Öչ᳹×ÔÉíµÄÉú³¤Õ½ÂÔ¡£¡£¡£¡£ ¡£¡£¡£ÎÞÂÛÄãÊÇÆ·ÅÆÂô¼ÒÕÕ¾ÉÉÌÒµÂô¼Ò £¬£¬ £¬£¬£¬£¬£¬£¬ÎÖ¶ûÂêÖÂÁ¦ÓÚÌṩһվʽ°ïÖú¼Æ»® £¬£¬ £¬£¬£¬£¬£¬£¬Öƶ©È«Á÷³ÌµÄÂô¼ÒÖÎÀí»úÖÆ¡£¡£¡£¡£ ¡£¡£¡£


-  ÖÁ2023Äê²ÆÄê £¬£¬ £¬£¬£¬£¬£¬£¬ÎÖ¶ûÂêÈ«ÇòµçÉÌÃÀ¹úÕ¾ÏúÊÛ¶îÒ»Á¬2ÄêÔöÌí´ï23%1

-  ÎÖ¶ûÂêµçÉÌÆ½Ì¨Ã¿ÔÂ×ÔÁ¦·Ã¿ÍÁ¿´ï1.2ÒÚ2

-  ÎÖ¶ûÂêµçÉÌÆ½Ì¨ÓµÓÐÁè¼Ý4ÒÚ¸öSKU3

-  ͨ¹ýWFSÅäË͵ÄÉÌÆ·ÉúÒâ¶îƽ¾ùÔöÌí50%4

-  85%µÄÎÖ¶ûÂêµçÉÌÆ½Ì¨ÏûºÄÕßÿÔÂÖÁÉÙ¾ÙÐÐÒ»´ÎÍøÉϹºÎï5



ÎÖ¶ûÂêÉîÚÏÏûºÄÕßϲ»¶ £¬£¬ £¬£¬£¬£¬£¬£¬ÃãÁ¦ÌṩÓÅÖʵĹºÎïÌåÑé £¬£¬ £¬£¬£¬£¬£¬£¬²¢Ã÷È·ÖªµÀÔõÑùЭÖúÂô¼ÒÈ¡µÃÀÖ³É £¬£¬ £¬£¬£¬£¬£¬£¬ÎªÆ½Ì¨Âô¼ÒÌṩΨһÎÞ¶þµÄÖ§³Öϵͳ £¬£¬ £¬£¬£¬£¬£¬£¬ÖúÁ¦ÎÖ¶ûÂêÂô¼ÒʵÏÖ³öº£ÓªÒµÐÂÔöÌí¡£¡£¡£¡£ ¡£¡£¡£


1 Walmart earnings report, FY23

2 Comscore Media Metrix, October 2021 - NO ENDORSEMENT OF 3RD PARTY DATA SOURCES

3 Walmart earnings call, FY23

4 Walmart first-party data, February 2022

5 Attitude & Usage Study, 2022




02

Öª×ãÎÖ¶ûÂêÈ«ÇòµçÉÌÂô¼Òı»®ÐèÇó

Èëפ¿ªµêÇáËÉÉÏÕó


ÔÚÆóÒµ³öº£´óʱ´úÏ £¬£¬ £¬£¬£¬£¬£¬£¬ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüʼÖÕÒÔ¡°ÅþÁ¬Õß¡±µÄÉí·ÝÍÆ½ø¿ç¾³Éú̬½¨Éè,ΪÖйú³öº£ÆóÒµÍØÕ¹È«ÇòÊг¡¡£¡£¡£¡£ ¡£¡£¡£´Ë´ÎÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüÓëÎÖ¶ûÂêЯÊÖǰ½ø £¬£¬ £¬£¬£¬£¬£¬£¬Ë«·½½«Í¨¹ý×ÊÔ´ÕûºÏºÍÉî¶ÈÁª¶¯ £¬£¬ £¬£¬£¬£¬£¬£¬Éî¸û¿ç¾³ÒµÌ¬ £¬£¬ £¬£¬£¬£¬£¬£¬Ò»Ö±ÌùºÏÎÖ¶ûÂêÈ«ÇòµçÉÌÂô¼ÒµÄ¶àÔª»¯ÐèÇó £¬£¬ £¬£¬£¬£¬£¬£¬ÖúÁ¦¿ç¾³ÆóÒµÕÆÎÕÈ«ÐÂÊг¡ÉÌ»ú¡£¡£¡£¡£ ¡£¡£¡£


ÎÖ¶ûÂêÒ²ºÍÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüÒ»ÆðҲΪÂô¼Ò×¼±¸ÁËרÊô¿ªµê¸£Àû £¬£¬ £¬£¬£¬£¬£¬£¬¸£Àû¶à¶à £¬£¬ £¬£¬£¬£¬£¬£¬ÍòÍò±ð´í¹ý~


-  0¿ªµêÓöÈ

-  0ÔÂ×âÓöÈ

-  ÓоºÕùÁ¦µÄÓ¶½ðÕþ²ß £¬£¬ £¬£¬£¬£¬£¬£¬Ï¸·ÖÆ·ÀàÓ¶½ð±ÈÀýµÍÖÁ5%

-  ¿ËÈÕÆðÖÁ9ÔÂ30ÈÕ £¬£¬ £¬£¬£¬£¬£¬£¬Ìá½»ÈëפÎÖ¶ûÂê²¢¼¤»îµêËÁµÄÂô¼Ò £¬£¬ £¬£¬£¬£¬£¬£¬¼´ÓÐʱ»ú»ñÈ¡ÓÅÖÊÐÂÂô¼Ò°ïÖúÍýÏë £¬£¬ £¬£¬£¬£¬£¬£¬×î¸ßÏíÊÜ75%µÄ·ÑÂʼõÃâ


 > ÎÖ¶ûÂêÒ»¼ü¿ªµêÂÌɫͨµÀ <



03

ÎÖ¶ûÂêÈ«ÇòµçÉÌÂô¼ÒרÊô

0.3%ÊÕ¿îÌáÏÖ·ÑÂÊÏÞʱÁì


Ϊ»¤º½ÎÖ¶ûÂêÂô¼ÒÎÞÓdzöº£ £¬£¬ £¬£¬£¬£¬£¬£¬ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüÍÆ³öÁËÎÖ¶ûÂêÂô¼ÒרÊôµÄ·ÑÂÊÓÅ»ÝÔ˶¯ £¬£¬ £¬£¬£¬£¬£¬£¬0.3%·ÑÂÊÌØÈ¨µÈÄãÀ´Á죡¸£ÀûÃû¶îÓÐÏÞ £¬£¬ £¬£¬£¬£¬£¬£¬ËÙËÙɨÃèÏ·½º£±¨¶þάÂëÌîд¸£ÀûÉêÌֽ̾í°É~ 

*ÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢Ìü£¨LianLian Global£©ÊÇÈËÉú¾ÍÊDz©¡¤(Öйú)×ðÁúAGÆì½¢ÌüÊý×ÖÆìÏÂÆ·ÅÆ



 

¸ü¶à
¡¾ÍøÕ¾µØÍ¼¡¿¡¾sitemap¡¿