Walmart bets nws lub khw yuav muab nws ib qho ntug hauv Amazon e-commerce duel

BENTONVILLE, Arkansas - Walmart's cavernous khw muag khoom yog lub npe hu rau aisles ntawm cov khoom noj uas tsis muaj nqi, ntawv phuam da dej thiab khaub ncaws.

Tam sim no, cov thawv loj no yog cov chaw rau nws txoj kev lag luam e-lag luam, ua haujlwm launch pads rau kev xa khoom drones, automated warehouses rau kev xaj khoom hauv online thiab cov chaw tawm mus ncaj qha rau cov tub yees tso tawm. Thaum kawg, lawv yuav pab ntim thiab xa khoom rau cov tib neeg thiab cov tuam txhab ywj pheej uas muag ntawm Walmart lub vev xaib los ntawm nws qhov kev lag luam thib peb.

Tom Ward, tus thawj coj ntawm e-lag luam rau Walmart US, tau hais hauv nws thawj qhov kev xam phaj txij thaum nkag mus rau hauv lub luag haujlwm. "Thiab yog tias lub khw ua haujlwm zoo li qhov chaw ua tiav, peb tuaj yeem xa cov khoom ntawd mus deb tshaj plaws hauv lub sijhawm ceev tshaj plaws."

Walmart tab tom hloov mus rau ob qhov txiaj ntsig tseem ceeb los tsav nws txoj kev lag luam e-lag luam: nws kwv yees li 4,700 lub khw muag khoom thoob plaws Tebchaws Meskas thiab nws txoj kev tswj hwm hauv khw muag khoom noj. Cuaj caum feem pua ​​​​ntawm cov neeg Asmeskas nyob hauv 10 mais ntawm lub khw Walmart. Lub tuam txhab yog lub khw muag khoom loj tshaj plaws hauv Asmeskas los ntawm cov nyiaj tau los. Walmart xav kom nthuav dav nws cov khoom lag luam, txhim kho cov neeg siv khoom thiab ua kom qhov ceev ntawm kev xa khoom kom tig e-lag luam rau hauv kev lag luam loj.

Covid-19 kis thoob qhov txhia chaw tau tsim qhov qhib rau Walmart kom nthuav dav nws txoj kev lag luam online. Cov khw muag khoom e-lag luam muag tau nce siab, tau pab ntau los ntawm cov kev pabcuam tos tos nws tau pib ntau xyoo ua ntej lwm tus neeg muag khoom tau sib cav los teeb tsa thaum muaj kev sib kis. Ib duas tawm ntawm $4 uas neeg Asmeskas siv rau ntawm click-and-collect xaj xyoo tas los mus rau Walmart - ntau dua li lwm tus neeg muag khoom, raws li Insider Intelligence kwv yees.

Qhov teebmeem kev noj qab haus huv thoob ntiaj teb kuj tseem ua rau Walmart qhov kev xav tau ceev kom zoo dua nrog kev sib tw Amazon, tus thawj coj meej hauv e-lag luam. Amazon muaj 39.5% ntawm kev lag luam online hauv Asmeskas piv nrog Walmart's 7%, raws li kev kwv yees los ntawm tuam txhab tshawb fawb eMarketer. Xyoo tas los, raws li 12 lub hlis txij thaum Lub Rau Hli 2020 txog Lub Rau Hli 2021, cov neeg siv khoom siv nyiaj ntau ntawm Amazon dua li cov khw muag khoom loj thawj zaug, raws li cov tuam txhab cov ntaub ntawv thiab kwv yees los ntawm lub tuam txhab tshawb fawb nyiaj txiag FactSet.

Tab sis kev lag luam e-lag luam ib puag ncig tau nruj dua nyob rau lub hlis tsis ntev los no. Nyiaj muaj qeeb heev raws li cov neeg siv khoom ntau rov qab mus rau lub khw. Txawm tias Amazon pom cov lej tsis tu ncua nyob rau lub quarter dhau los, tshaj tawm nws Kev muag khoom qeeb tshaj plaws nyob rau hauv kwv yees li ob xyoo caum.

Ntxiv rau, raws li Walmart's roj thiab freight nqi mount thiab Inflation hovers ntawm ze li plaub-xyoo caum siab, cov neeg muas zaub tau yuav tsawg dua ntawm cov khoom siv dav dav, zoo li cov khaub ncaws tshiab, vim tias lawv cov nyiaj ntau dua mus rau cov khoom noj thiab roj. Kev muag khoom noj muaj qis dua, ua rau nws nyuaj rau cov nyiaj tau los ntawm kev muag online.

Walmart tus shares poob rau lub hli tas los, raws li nws plam qhov kev cia siab ntawm cov nyiaj tau los peb lub hlis twg thiab txo nws qhov kev cia siab rau cov txiaj ntsig. Nws cim lub khw muag khoom hnub phem tshaj plaws ntawm Wall Street txij thaum Lub Kaum Hli 1987.

Txawm hais tias muaj qhov teeb meem ntawd, Ward tau hais tias Walmart tau txais txiaj ntsig los ntawm kev muaj lub koob npe nrov rau tus nqi. "Tus nqi yog qhov tseem ceeb rau peb cov neeg siv khoom," nws hais. “Lawv ntseeg peb kom coj lawv tus nqi qis tshaj. Thiab muaj 60 xyoo ntawm kev paub txog kev tswj qhov ntawd hauv kev lag luam. "

Ward tau hais tias nws lub zeem muag rau kev lag luam yog qhov ncaj ncees: kom loj hlob kev muag khoom hauv online thaum ua kom yooj yim rau cov neeg muas zaub mus yuav khoom txawm li cas los xij lawv xaiv.

Lub tuam txhab muaj ntau lub khw muag khoom tso cai rau Walmart kom dhau nws cov neeg sib tw, nws hais. Piv txwv li, lub khw muag khoom tuaj yeem txheeb xyuas lub khw muag khoom ze tshaj plaws rau cov neeg siv khoom uas tshawb online rau lub tshuab luam ntawv. Hloov chaw xa lub tshuab luam ntawv los ntawm qhov chaw ua tiav ntau pua mais deb, ib pab neeg ntawm tus kheej cov neeg yuav khoom ntawm lub khw tuaj yeem ntim nws, dhau qhov ntawd mus rau tus neeg tsav tsheb xa khoom hauv Walmart's network thiab xa ntawv ceeb toom rau cov neeg siv khoom kom hais tias cov khoom nyob ntawm txoj kev. .

Nws tau hais tias "Nws yuav tuaj txog hauv ob peb teev tom qab lawv yuav nws hauv online, tsis zoo li ob peb hnub tom qab," nws hais. "Yog li nws yog qhov kev hloov pauv ntawm kev nrawm, uas nyuaj rau rov ua dua yam tsis muaj hneev taw zoo heev uas peb muaj."

Walmart muaj 31 lub chaw ua tiav thoob plaws Tebchaws Meskas - tab sis ntau dua 3,500 lub khw muag khoom, lossis kwv yees li 75% ntawm nws qhov chaw tag nrho, ua tiav cov xaj online uas yuav raug xa mus los ntawm qhov chaw ua tiav. Dab tsi ntxiv, lub tuam txhab tau hais tias nws tuaj yeem ncav cuag 80% ntawm cov neeg Asmeskas nrog kev xa khoom tib hnub. 

Walmart vam tias siv nws lub khw muag khoom yuav woo cov neeg muag khoom thib peb, ib yam nkaus.

Cov neeg muag khoom ywj pheej uas sau npe rau Walmart lub khw muag khoom thib peb tuaj yeem them rau Walmart Cov Kev Pabcuam Ua Haujlwm Ua tiav, ib lub lag luam uas muab cov kev pabcuam saw hlau los ntawm kev cia mus rau kev xa khoom los ntawm cov khw muag khoom lub tsev khaws khoom. Qhov kev faib ntawd yog coj los ntawm Amazon tus qub tub rog, Jare Buckley-Cox.

Walmart yuav sai sai no pib ntim thiab xa cov neeg muag khoom thib peb ntawm cov khw muag khoom, uas yuav ua rau cov khoom xa tuaj sai dua thiab raug nqi ntau dua, raws li Buckley-Cox. Nws tsis tau hais qhia lub sijhawm rau cov kev pabcuam ntawd, tab sis hais tias nws yuav los tom ntej "nyob ze."

Cov neeg muag khoom uas tau txais koob meej ntawm lub tuam txhab lub vev xaib muaj lub sijhawm los ua kom nws nyob rau hauv lub txee, ib yam nkaus, nws hais.

Kev nrawm nrawm ntawm kev yuav khoom hauv online ntawm Walmart lub vev xaib thiab los ntawm nws cov app nthuav tawm qee qhov ntawm nws cov kev cov nyom.

Lub khw muag khoom muaj ob daim ntawv thov - ib qho rau cov khw muag khoom hauv online thiab lwm qhov rau cov khoom lag luam, los ntawm cov thom khwm mus rau cov rooj zaum camping. Lub caij ntuj sov dhau los, nws tau muab ob qho tib si ua ke rau hauv ib qho app.

Lub tuam txhab tseem muaj cov pab pawg ntawm cov neeg yuav khoom sib cais rau nws lub khw muag khoom thiab rau nws lub vev xaib, uas ua rau muaj kev sib cav sib ceg thiab nqi. Ob pab tau muab sib xyaw rau hauv ib qho tsis ntev ua ntej muaj kev sib kis.

Tsis tas li ntawd, qee cov neeg siv khoom tau tsis meej pem lossis ntxhov siab los ntawm txoj kev coj txawv txawv Walmart ua tiav kev yuav khoom hauv tib qho kev txiav txim online. Lub caij nplooj ntoo hlav no, ib tug tswv cuab ntawm Walmart's e-commerce pab pawg tau ntsib qhov ua ntej thaum xaj khoom noj hmo rau Taco Tuesday. Taco fixings tuaj txog los ntawm kev xa khoom hauv tsev hnub ntawd, tab sis taco seasoning tuaj nyob rau hauv xa ntawv hnub tom qab.

Ob lub lis piam dhau los, Walmart tau nthuav tawm qhov kev hloov pauv uas yuav tshem tawm qhov teeb meem ntawd, Ward tau hais. Thaum cov neeg siv khoom tua lub app mus yuav khoom, lawv xaiv yog tias lawv xav tau cov khoom los ntawm kev xa khoom, tuaj tos lossis xa khoom. Nyob ntawm qhov kev xaiv ntawd, assortment yog haum rau cov khoom dab tsi - xws li taco seasoning - yog nyob ntawm tes.

“Peb tsis xav pom kev sib txhuam. Peb tsis xav qhia cov kav dej, ”Ward hais. "Peb xav daws txhua qhov kev ua khawv koob tom qab thiab ua kom tsis sib haum yog li lawv tuaj yeem yuav cov nqaij npuas kib thiab ib lub hnab ntawm txiv apples thiab T-shirt thiab microwave thiab lawv tuaj yeem ua tiav txhua qhov chaw uas lawv xav kom ua tiav. ”

Lwm qhov tshwm sim ntawm Walmart cov phiaj xwm yog nws cov kev pabcuam xa khoom drone, uas Walmart yuav nthuav dav mus rau 37 lub khw muag khoom thoob plaws rau lub xeev thaum kawg ntawm lub xyoo. Txoj kev loj hlob ntawd yuav ua rau nws ncav cuag 4 lab tsev neeg, raws li lub tuam txhab.

Hauv av, Walmart xav kom txhua tus neeg tsav tsheb thauj khoom hauv nws lub network kom muaj cov kev thauj khoom hnyav nrog ntau qhov chaw nres tsheb hauv txhua lub zej zog. Qhov kev cog lus ntawd tau ua rau kev tshaj tawm GoLocal xyoo dhau los, uas tso cai rau niam-thiab-pop khw thiab cov tuam txhab lag luam lag luam, suav nrog tsev Depot, siv Walmart tus neeg tsav tsheb ywj pheej kom tso tseg kev yuav khoom hauv online.

"Ib tus neeg tsav tsheb tuaj yeem rub mus rau ib qho ntawm peb lub khw muag khoom thiab tau txais ib pob ntawm pob rau Walmart cov neeg siv khoom, lawv tuaj yeem mus thiab nqa ib pob ntawm cov pob rau lwm lub lag luam lossis tuam txhab cov neeg siv khoom, tom qab ntawd lawv yuav ua raws li txoj hauv kev zoo, uas siv qhov zoo ntawm qhov ntom ntom thiab ua rau tus nqi qis, "Ward hais.

Nws txoj haujlwm ua tswv cuab, Walmart +, yog lwm txoj hauv kev uas cov khw muag khoom tau sim ua kom tau qhab nia muag online ntau dua. Qhov kev pabcuam $ 98-ib xyoos suav nrog kev xa khoom dawb ntawm kev yuav khoom online thiab khoom noj khoom haus pub dawb rau hauv tsev rau kev txiav txim ntawm $ 35 lossis ntau dua. Hnub Thursday, Walmart ncaws tawm Walmart + Weekend, qhov kev tshwm sim muag tshiab uas zoo li Amazon's Prime Day nrog cov kev cog lus tsuas yog muaj rau cov tswv cuab.

Ib feem tseem ceeb ntawm cov khw muag khoom lub tswv yim e-lag luam suav nrog kev ntseeg siab ntawm cov neeg siv khoom.

Nrog Walmart's InHome kev pabcuam, cov neeg ua haujlwm taug kev mus rau hauv tsev neeg txawv tebchaws thiab muab zaub mov ncaj qha rau hauv lub tub yees lossis ntawm chav ua noj - feem ntau tawm hauv qab daim ntawv nplaum ua tsaug rau cov neeg siv khoom rau lawv txoj kev lag luam thiab ceeb toom lawv tias lawv tau nres los ntawm.

Nrog rau cov khoom noj khoom haus, cov neeg siv khoom tuaj yeem xaj khaub ncaws, khoom ua si thiab lwm yam khoom uas xa tuaj rau hauv tsev. Lawv tuaj yeem tso tawm rov qab rau cov neeg ua haujlwm Walmart kom rov qab mus rau tom khw, ib yam nkaus.

Whitney Pegden, tus lwm thawj thiab tus thawj tswj hwm ntawm InHome tau hais tias "Tib neeg pib xav tiag tiag ntawm lawv cov koom nrog InHome zoo li kev txuas ntxiv ntawm pab pawg uas pab lawv dhau los ntawm lawv lub limtiam ua haujlwm lossis lawv lub limtiam hauv tsev," "Thiab yog li lawv zoo li, oh, kuv gosh, koj nyob ntawm no, koj puas tuaj yeem taug kev tus dev? Koj puas tuaj yeem tshem tawm cov thoob khib nyiab?

Qhov kev pab no yog nthuav mus rau lub nroog loj, suav nrog Los Angeles thiab Chicago, thiab Walmart hais tias nws yuav muaj rau 30 lab tsev neeg nyob rau xyoo tas los.

Cov neeg ua haujlwm xa khoom raug tshuaj xyuas los ntawm kev txheeb xyuas keeb kwm yav dhau thiab nruab nrab 6.5 xyoo ntawm kev paub ntawm Walmart ua ntej tau txais txoj haujlwm, Pegden tau hais. Lawv hnav khaub ncaws hnav, tsav tsheb fais fab uas muaj npe nrov, nkag mus hauv tsev los ntawm lub qhov rooj nkag los yog lub xauv ntse thiab muaj lub koob yees duab lub cev los sau cov ntawv tso tawm. Tib ob lossis peb tus neeg xa khoom feem ntau tuaj xyuas cov neeg siv khoom lub tsev.

Cov neeg siv khoom them $ 19.95 ib hlis lossis $ 148 toj ib xyoo rau kev xa khoom tsis txwv. Nws yog cais los ntawm lub tuam txhab Walmart + kev pabcuam.

Rau Walmart, nws yog ib qho piv txwv tseem ceeb ntawm yuav ua li cas xaj online tuaj yeem dhau los ua ib feem ntawm lub neej, Ward tau hais. Cov neeg siv khoom xa tuaj rau kev tswj hwm, yog li lub tuam txhab tuaj yeem "cia lawv hauv Tshuag kom cov cereal nyob ntawd ib txwm muaj, cov mis nyuj tsis tawm."

- CNBC's Katie Schoolov thiab Erin Dub contributed rau daim ntawv no.