(网经社讯)亚马逊的发展史就是一部电商对传统商业的冲击史,回顾它的历史能帮我们很好的理解渠道格局的变迁;同时亚马逊也是“从优秀公司跨越到卓越公司”的案例之一,研究亚马逊的特征有助于我们挖掘真正穿越经济牛熊的公司。
亚马逊成立于1994年,做线上图书起家,成立13年后的2007年,线下图书行业营收规模达到顶峰并开始下滑。1999年开始做3C电子品类,对线下两大3C连锁巨头产生巨大冲击,2009年(10年跨度)电器城破产,2010年(11年跨度)百思买达到营收顶峰并开始全渠道转型以对抗亚马逊。2002-2005年开始做服饰、运动、鞋等百货品类,2015年(10年左右跨度)梅西百货营收规模到达顶峰。每当亚马逊开始渗透一个品类的时候,往后数十年恰好是行业巨头面临巨大压力的时点。
其实中国线上线下格局也极其类似,只是由于中国的人口密度更高,基建等基础设施大力发展,电商物流规模经济明显,更适合电商发展。因此中国电商增速更快,对线下的冲击更猛烈,冲击的时间周期更短。中国线下业态的顶峰时点分别是12年的家电3C、百货,15-16年的商超。
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(来源:方正证券 编选:网经社)
浙江网经社信息科技公司拥有17年历史,作为中国领先的数字经济新媒体、服务商,提供“媒体+智库”、“会员+孵化”服务:(1)面向电商平台、头部服务商等PR条线提供媒体传播服务;(2)面向各类企事业单位、政府部门、培训机构、电商平台等提供智库服务;(3)面向各类电商渠道方、品牌方、商家、供应链公司等提供“千电万商”生态圈服务;(4)面向各类初创公司提供创业孵化器服务。
网经社“电数宝”电商大数据库(DATA.100EC.CN,注册免费体验全部)基于电商行业12年沉淀,包含100+上市公司、新三板公司数据,150+独角兽、200+千里马公司数据,4000+起投融资数据以及10万+互联网APP数据,全面覆盖“头部+腰部+长尾”电商,旨在通过数据可视化形式帮助了解电商行业,挖掘行业市场潜力,助力企业决策,做电商人研究、决策的“好参谋”。
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