Nov yog vim li cas Amazon Yuav Tsum Yuav Kohl's - Nrog Ib Qhov Loj Loj.

Thaum koj nyeem qhov no, Kohl's tej zaum yuav muaj cov tswv tshiab. Kuv vam tias nws yog Amazon vim tias, nyob rau hauv qhov xwm txheej zoo, tus nqi tsim tawm tswv yim tiag tiag tuaj yeem tsim. Lwm cov rumored suitors nqa me me los yog tsis muaj dab tsi rau lub rooj uas yuav ua rau muaj ntau qhov sib txawv rau cov neeg muag khoom tawm tsam.

Txawm hais tias ob peb tus neeg tau hais rau kuv tias lawv nyiam lub tswv yim no, feem ntau tau hais rau kuv tias nws yog txiv ntoo. Nov yog kuv qhov laj thawj.

Amazon xav tau lub cev muaj zog ntau dua.

Kuv tau txais ntau pushback thaum kuv sau ib daim 2018 Forbes-thiab ob-down in kuv book-piv txwv tias Amazon txoj kev loj hlob yav tom ntej yuav txuas ntxiv mus rau cov khw muag khoom cib-thiab-mortar. Thiab thaum kuv xav tias feem ntau ntawm Amazon lub cev lub zog muag khoom muaj nyob nruab nrab ntawm nruab nrab (Tag nrho Cov Khoom Noj, Amazon Phau Ntawv) thiab txaus ntshai (Amazon 4-Star), nws zoo li pom tseeb rau kuv tias qee lub sijhawm muaj lub cev muaj zog yuav yog qhov tseem ceeb rau kev ua kom muaj txiaj ntsig, Cov txiaj ntsig tau txais txiaj ntsig hauv cov khoom lag luam tsis zoo (xws li zam khaub ncaws & khoom siv, khoom noj, khw muag khoom yooj yim) qhov twg cib-thiab-mortar ntxiv cov neeg siv khoom tiag tiag (thiab cov txiaj ntsig tau zoo dua).

Raws li peb tau pom Amazon tawm tsam nrog kev loj hlob ntawm cov kab saum toj kawg nkaus thiab cov txiaj ntsig tau lig, nws tsis yog qhov xav tsis thoob uas pom Amazon shutter under-performing concepts uas tau txiav txim siab tsis txaus ntseeg - thiab qhov ntawd yuav tsis muaj txiaj ntsig ntau txawm tias thaum kawg dov tawm - txhawm rau tsom mus rau cov haujlwm uas lawv tuaj yeem qhib tus nqi tseem ceeb uas nyuaj rau nkag los ntawm tus qauv online nkaus xwb. Yog li lawv tsis ntev los no hu xov tooj rau kev siv zog nrog Amazon Fresh, Amazon Go thiab qhov nyuam qhuav qhib, zoo li oxymoronically muaj npe, Amazon Style.

Kohl's Chaw Nyob Crux ntawm Amazon's Apparel Limitations

Thaum Amazon yog tej zaum qhov loj tshaj plaws purveyor ntawm khaub ncaws thiab accessories nyob rau hauv lub ntiaj teb no niaj hnub no, lawv tau poob luv luv nyob rau hauv ntau fashionable, upscale sab ntawm lub lag luam, raws li tau pom los ntawm lub Tsis ntev los no Coresight Report ntawm Amazon's Apparel Business. Raws li kev tshawb fawb, Amazon cov khoom lag luam saum toj kawg nkaus yog khau, hnav ris tsho, ris tsho hauv qab & thom khwm thiab hnav kis las, thaum ob lub khw muag khoom nws tau khaws cov feem ntau ntawm ob xyoos dhau los yog Walmart.WMT
thiab Lub Hom Phiaj. Qhov tseem ceeb, tag nrho lwm cov khw muag khoom sib tw tshaj plaws muaj lub cev muaj zog.

Thaum Amazon Style tuaj yeem ua pov thawj los ua tus yeej, muaj peev xwm ntsuas qhov (tsawg kawg) ntau pua qhov chaw uas Amazon xav tau los ua lub zog hauv lub tebchaws, nws yuav siv sijhawm ntau xyoo thiab ntau lub peev kom mus txog qhov ntawd. Thiab lawv yuav tsum tau nyiag kev sib koom los ntawm ntau tus neeg muaj zog, koom nrog cov neeg sib tw.

Ib qho Kohl tau txais tam sim ntawd tau txais lawv:

  • $ 20 nphom hauv cov nyiaj tau los ntxiv
  • 1,110 qhov chaw nrog kev pabcuam zoo hauv tebchaws
  • Lub platform los nthuav qhia thiab nthuav dav rau lawv cov hom lag luam loj dua hauv lub tebchaws, nrog rau lawv cov npe loj hlob ntawm cov lag luam ntiag tug uas tuaj yeem yooj yim poob ntawm kev tshawb fawb tseem ceeb hauv lub vev xaib. Sij hawm dhau mus, qhov no tuaj yeem muab Kohl lub ntsiab lus tseem ceeb ntawm kev sib txawv.
  • Lub peev xwm los ua kom muaj kev nthuav dav thiab sib koom ua ke yuav khoom hauv online hauv khw (BOPIS) thiab yuav rov qab online hauv khw (BORIS) muab, nrog rau kev txhim kho tib hnub xa khoom, los ntawm kev rov ua dua qhov chaw hauv khw (zoo ib yam li Lub Hom PhiajTGT
    yog li ua tau zoo).
  • Lub sijhawm ntxiv Amazon Mus rau pem hauv ntej ntawm ntau lub khw Kohl, uas tuaj yeem yog tus neeg tsav tsheb loj thiab ntxiv qhov muaj txiaj ntsig kev loj hlob ntxiv. Amazon tam sim ntawd yuav muaj ntau lub khw muag khoom uas tuaj yeem ua kom rov qab haum sai dua li cov txheej txheem xaiv qhov chaw nyob ib leeg.

Ntxiv mus, tus nqi yuav khoom nyob ib puag ncig ntawm $ 7 billion yog qhov zoo nkauj npaum li qhov yuam kev rau Amazon.

Nws Spins Lub Khw Muag Khoom Flywheel

Lub thawb rov qab kuv tau hnov ​​- suav nrog ib ntu tsis ntev los no ntawm kuv lub podcast-yog tias hauv kev yuav Kohl's, Amazon yuav ntes rab riam poob.

Kom paub tseeb tias, txawm tias muaj ntau qhov kev pib tshiab thiab cov neeg sib tw ncaj qha kaw ntau pua qhov chaw, Kohl's tau pib mus tsis pom qhov twg hauv ob peb xyoos dhau los. Lawv lub quarter dhau los no tsis muaj zog heev, ib yam li lawv qhov kev pom zoo xyoo tas los. Tab sis qhov kev xav no tsis quav ntsej txog ob qhov tseem ceeb uas xav txog.

Ua ntej, cov kev pib uas kuv hais saum toj no tuaj yeem txhim kho ob qho tib si Amazon thiab Kohl cov npoo. Qhov sib ntxiv ntawm cov npe tshiab, nthuav cov kev xaiv ua tiav hauv khw thiab Amazon Go qhov chaw yuav tig mus ncig Kohl cov nyiaj tau los sai.

Qhov thib ob, peb ua yuam kev thaum peb xav txog Amazon ua ib lub khw muag khoom. Cov khw muag khoom tseem ceeb dhau los ua tus thawj coj poob rau nws txoj kev loj hlob thiab kev lag luam muaj txiaj ntsig zoo kawg. Yooj yim hais, txawm tias ntawm breakeven ntawm ib qho chaw muag khoom P&L, ntau lab tus neeg muas zaub yuav khoom sib txawv dua li lawv feem ntau yuav hauv online ntawm Amazon tuaj yeem tsim qhov zoo tshaj plaws rau kev lag luam ad. Kev nkag mus rau cov ntaub ntawv yuav khoom sai dua li yav tom ntej muab ntau qhov kev txhawb nqa txawm tias Kohl tseem ua luam dej ntau hauv hiav txwv zoo ib yam.

Ib Caveat Loj: Qhov txhaum hauv Amazon lub khw

Ib qho tab sis - thiab nws yog ib qho loj - yog tias Amazon tau ua pov thawj tsis zoo ntawm lub khw muag khoom lub cev. Thiab qhov no yog vim lawv txoj kev xav zoo li qhov tsis txaus ntseeg. Lub hauv paus Amazon kev lag luam online yog hais txog "yuav khoom" - uas yog, lawv yeej feem ntau ntawm kev pab cov neeg siv khoom kom tau txais cov khoom tawm ntawm lawv daim ntawv teev npe; qhov tseem ceeb ua haujlwm hauv online. Nws yog qhov tsim nyog, kev yooj yim tseem ceeb, kev tshawb nrhiav, thiab lwm yam. Qhov zoo tshaj plaws, kev muag khoom zoo tshaj plaws yog hais txog "kev yuav khoom" - xws li koom nrog kev koom tes ntau dua, kev xav thiab kev tshawb pom. Nws yog ntau txog kev ua tau zoo thiab kev qhia dab neeg. Kev yuav yog ceev. Kev yuav khoom qeeb (er).

Amazon txoj kev mob siab rau sab laug tsis tu ncua, thev naus laus zis ua ntej, kev ua tau zoo-centric txoj kev xav sib ntaus nrog dab tsi ua rau qee hom kev muag khoom ua tiav. Saib tsis muaj ntxiv li cas Whole Foods tau teeb tsa los ntawm Amazon tau noj lawv cov hammers tshwj xeeb rau cov ntsia hlau tshwj xeeb. Lawv lub siab xav ua haujlwm zoo nkauj rau Amazon Go, tab sis tsis zoo nrog lwm cov ntsiab lus lawv tau sim.

Tau txais Kohl's yuav xav kom lawv muaj lub siab xav hloov pauv thiab tso cai rau pab pawg Kohl tam sim no (nrog yuav muaj kev txhim kho) los ua tus thawj coj ntawm kev ua tiav cov khoom lag luam tshiab thiab harmonized muag khoom tswv yim. Lub peev xwm tseem ceeb ntawm Amazon yuav tsum tuaj raws li kev txhawb nqa rau qhov ntawd. Yog tsis muaj qhov ntawd, nws tsuas yog Tag Nrho Cov Khoom Noj: Qhov Sequel.

Tau pom qee yam uas Amazon tseem tawm tsam nrog hauv lawv qhov kev tua Amazon Fresh, Kuv ua siab ncaj tsis yog qhov zoo tshaj plaws. Tab sis rau lawv kom yeej loj ntawm ntau yam zam ntawm khaub ncaws, tsev thiab accessories, lawv xav tau ib tug radical hloov nyob rau hauv lawv txoj kev mus rau lub cev muag khoom.

Txawm hais tias tus dev qub tuaj yeem kawm cov txuj ci tshiab tseem yuav pom. Tab sis dua, tsis yog Hnub Ib?

Tau qhov twg los: https://www.forbes.com/sites/stevendennis/2022/06/02/heres-why-amazon-should-buy-kohls-with-one-big-caveat/