Retailing Experts Split Ntawm Amazon Split

Thaum Lub Ob Hlis, billionaire activist investor Daniel Loeb, CEO ntawm Third Point, tau koom nrog cov tub ua lag luam nws txoj kev ntseeg tias kev lag luam tsis lees paub txog tus nqi tag nrho ntawm Amazon.
AMZN
.com's e-commerce thiab Amazon Web Services (AWS) kev lag luam, rov sib tham txog qhov muaj peev xwm tawg.

Cov kws tshaj lij kev lag luam ntawm lub RetailWire BrainTrust tau muaj kev sib cav sib ceg txog seb Amazon puas yuav tsum nyob twj ywm hauv ib lub tuam txhab, nrog qee qhov kev pom tias online titan nqa tag nrho cov nkoj, tsuas yog los ntawm qhov ntawd. 

"Txawm hais tias cov khw muag khoom sib tw yuav xav tsis thoob txog Amazon qhov kev tawg, Tebchaws Asmeskas thiab lub khw muag khoom thoob ntiaj teb yuav rov zoo dua yam tsis muaj kev koom ua ke ntawm Amazon," Lisa Goller, tus kws tshaj lij kev lag luam cov ntsiab lus. "Qhov ntawd yog vim tias, raws li tag nrho cov koom haum, Amazon siv nws qhov ntsuas thiab lub zog los hloov kho lub ntiaj teb cov khw muag khoom tsim kho tshiab ... Ib lub koom haum Amazon tuaj yeem yog lub zog muaj zog rau qhov zoo rau ntau tus neeg koom nrog - txawm tias cov neeg sib tw."

Lwm tus pom Amazon yog tus neeg sib tw meej rau kev sib cais.

Paula Rosenblum, tus tsim ntawm RSR Research tau sau tias "Tau kawg nws yuav tsum tau tawg. “Cia nws lub lag luam muag khoom sawv ntawm nws tus kheej. Kuv txhais tau tias, PayPal thiab eBay tau tawg lawm. Vim li cas Amazon yuav tsum txuas ntxiv mus li no?

Nyob rau lub Rau Hli, ib pab pawg neeg sib koom ua ke ntawm Pawg neeg tsim cai lij choj tau tshaj tawm txoj cai tiv thaiv kev ntseeg tawm tsam cov tuam txhab thev naus laus zis loj (Apple
AAPL
, Google
GOOG
, Facebook thiab Amazon) uas qee qhov kev kwv yees tuaj yeem ua rau kev sib cais ntawm Amazon rau hauv ob lub vev xaib - ib qho rau cov neeg muag khoom thib peb thiab lwm qhov rau thawj tog - thiab yuam lub tuam txhab kom rho tawm nws cov khoom. Amazon tau raug liam tias muaj kev sib tw tsis ncaj ncees rau cov neeg muag khoom hauv khw thiab nyiag cov tswv yim ntawm tus neeg muag khoom thib peb hauv kev tsim nws tus kheej cov khoom lag luam.

"Amazon tsim nws tus kheej cov khoom lag luam hauv tsev, tsuas yog tom qab nws muaj cov ntaub ntawv los txiav txim siab tias ua txhua yam no tsim nyog, kom ua tiav kev sib tw nrog cov hom lag luam loj hauv tebchaws. Walmart
WMT
, Hom Phiaj
TGT
, Costco, Kroger
KR
, Safeway, thiab txhua lwm lub khw muag khoom loj tau ua cov khoom lag luam hauv tsev zoo ib yam, siv cov ntaub ntawv tib yam, rau ntau tshaj 60 xyoo, "sau Kai Clarke, CEO ntawm American Retail Consultants. "Vim li cas Amazon yuav tsum raug nplua?"

Nyob rau hauv lub chaw tiv thaiv kev ntseeg, Joe Lonsdale, tus khub dav dav ntawm venture-capital firm 8VC, raug them nyob rau hauv ib tug tsis ntev los no Phab ntsa Street Journal editorial, "AWS subsidizes Prime, harming customers in long run."

"Cov lus nug tseem ceeb hais txog txoj cai tiv thaiv kev sib tw yog seb ib feem ntawm kev lag luam puas tau txais kev pab cuam uas tso cai rau lawv muag lawv cov kev pabcuam qis dua lawv cov nqi thiab uas tsim kom muaj txiaj ntsig tsis ncaj ncees rau cov neeg sib tw," sau Dion Kenney, COO ntawm Mondofora. "Txawm hais tias muaj ntau qhov loj me ntawm Amazon tus cwj pwm uas ua rau pom kev sib tham tsis zoo, nrog ntau cov ntaub ntawv ntawm kev tsim txom, tsuas yog ib feem ntawm Amazon lub teb chaws Ottoman uas zoo li haum rau cov lus piav qhia nyiaj pab yog AWS, uas yog lub npe hu ua feem ntau ntawm Amazon cov txiaj ntsig. Puas muaj ib qho laj thawj vim li cas qhov no tsis tuaj yeem cuam tshuam raws li kev lag luam cais, tshem tawm cov txiaj ntsig nyiaj pab? Kuv tsis tuaj yeem xav txog ib qho. "

Raws li cov lus nug ntawm cov neeg siv khoom cuam tshuam, txawm li cas los xij, qee qhov ntawm RetailWire BrainTrust tsis tau ntseeg tias cov neeg siv khoom tau sawv los ua tus poob mus ntev ntawm kev koom ua ke Amazon. 

Lucille DeHart ntawm MKT Kev Pabcuam Kev Lag Luam tau sau tias "Cov neeg siv khoom yuav raug cuam tshuam los ntawm kev faib tawm hauv Amazon," "Tam sim no lawv tau txais txiaj ntsig los ntawm cov kev pab cuam - Prime Video nrog Prime tswv cuab. Yog lawm, Amazon tau dhau los ua qhov tseem ceeb uas lawv nthuav tawm kev hem thawj rau kev lag luam ncaj ncees, tab sis txaj muag rau lwm cov lag luam uas tsis tau txais kev tsim kho sai sai. Cov caj npab ua tiav ntawm Amazon tso cai rau lawv txuas ntxiv mus nqis peev hauv lwm qhov kev txhim kho. "

Ryan Mathews, CEO ntawm Black Monk Consulting tau hais tias "Rov qab mus rau xyoo pua 20th nws yuav ua rau muaj kev nkag siab zoo los ua kom kev lag luam los ntawm monopolizing vim tias muaj kev cuam tshuam ntev rau kev sib tw thiab cov neeg siv khoom," sau Ryan Mathews, CEO ntawm Black Monk Consulting. "Tab sis nyob rau hauv Lub Hnub Nyoog Digital, qee qhov teeb meem - hais tias kev xa mus dhau mais - xav tau qhov ntsuas los daws. Tsis tas li ntawd, Amazon cov lag luam muaj kev sib cuam tshuam, kev tawm tsam qee yam yuav muaj qhov tshwm sim tsis zoo. Leej twg yuav tau txais txiaj ntsig los ntawm Amazon kev tawg? Cov khoom lag luam loj thiab kev sib tw. Leej twg yuav raug cuam tshuam? Kuv cov nyiaj yog nyob ntawm cov neeg siv khoom. "