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2021-11-25
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Amazon 'Well-Positioned' Going into the Holidays, JPMorgan Says<blockquote>摩根大通表示，亚马逊在假期中处于“有利地位”</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":874528240,"tweetId":"874528240","gmtCreate":1637803334110,"gmtModify":1637803334227,"author":{"id":3582719067968878,"idStr":"3582719067968878","authorId":3582719067968878,"authorIdStr":"3582719067968878","name":"Nyannie","avatar":"https://static.tigerbbs.com/e49d49ced16baf68b59df813f08820a8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":24,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Good</p></body></html>","htmlText":"<html><head></head><body><p>Good</p></body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/874528240","repostId":1176842797,"repostType":4,"repost":{"id":"1176842797","kind":"news","pubTimestamp":1637801959,"share":"https://www.laohu8.com/m/news/1176842797?lang=zh_CN&edition=full","pubTime":"2021-11-25 08:59","market":"us","language":"en","title":"Amazon 'Well-Positioned' Going into the Holidays, JPMorgan Says<blockquote>摩根大通表示，亚马逊在假期中处于“有利地位”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1176842797","media":"TheStreet","summary":"Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.\nAmazon ","content":"<p>Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.</p><p><blockquote>摩根大通分析师表示，亚马逊应该会在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> Amazon is well-positioned going into the holidays, a JPMorgan analyst said Wednesday, and should surpass Walmart as the largest U.S. retailer in 2022.</p><p><blockquote>摩根大通分析师周三表示，亚马逊在假期期间处于有利地位，应该会在2022年超过沃尔玛成为美国最大的零售商。</blockquote></p><p> Analyst Doug Anmuth said in a research report he continues to expect a strong online holiday season, \"albeit against tougher comps and with a resurgence in physical retail.\"</p><p><blockquote>分析师道格·安穆斯(Doug Anmuth)在一份研究报告中表示，他仍然预计在线假日季将表现强劲，“尽管竞争更加激烈且实体零售复苏。”</blockquote></p><p> \"Amazon is well-positioned, having doubled its fulfillment network over the past 2 years, and should remain about 40% of US e-comm spend,\" Anmuth said. \"Amazon remains our top overall idea.\"</p><p><blockquote>安穆斯表示：“亚马逊处于有利地位，其配送网络在过去两年中翻了一番，应该仍占美国电子商务支出的40%左右。”“亚马逊仍然是我们的首要整体理念。”</blockquote></p><p> The analyst said he believes Amazon will surpass Walmart as the largest U.S. retailer in 2022.</p><p><blockquote>这位分析师表示，他相信亚马逊将在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> \"Amazon started offering Black Friday deals on 10/4, the earliest start to the holiday season ever,\" he said, \"before introducing thousands of more Black Friday & Cyber Monday Weekend deals.\"</p><p><blockquote>“亚马逊于10月4日开始提供黑色星期五优惠，这是有史以来假期最早的开始，”他说，“然后又推出了数千个黑色星期五和网络星期一周末优惠。”</blockquote></p><p> Overall, Anmuth said, he believes the decision to accelerate the timing of holiday deals indicates Amazon \"already maintains significant inventory into the holiday season and is well-equipped to handle elevated holiday demand.\"</p><p><blockquote>安穆斯表示，总体而言，他认为加快假期交易时间的决定表明亚马逊“已经在假期期间保持了大量库存，并有能力应对假期需求的增加。”</blockquote></p><p> \"Most importantly,\" he said, \"we believe pulling forward holiday promotions should help Amazon efficiently manage through current macro supply chain congestions and minimize gaps in first party and third-party inventory and delivery delays.\"</p><p><blockquote>“最重要的是，”他说，“我们认为，提前假日促销应该有助于亚马逊有效应对当前的宏观供应链拥堵，并最大限度地减少第一方和第三方库存缺口以及交付延迟。”</blockquote></p><p> Amazon has doubled fulfillment capacity since the pandemic began, the analyst said, and is now caught up on capacity, even pulling forward some 2022 fulfillment/distribution network into 2H21, which could drive an easing level of investment into next year.</p><p><blockquote>这位分析师表示，自大流行开始以来，亚马逊的配送能力已经翻了一番，现在已经赶上了产能，甚至将2022年的部分配送/配送网络提前到2H21，这可能会导致明年的投资水平有所下降。</blockquote></p><p> The analyst said he expects U.S. online holiday sales to grow more than 14.5% year-over-year, coming off of outsized pandemic-driven growth of more than 32% year-over-year during the 2020 holiday.</p><p><blockquote>该分析师表示，他预计美国在线假日销售额将同比增长14.5%以上，而2020年假日期间疫情推动的同比增长超过32%。</blockquote></p><p> He said key drivers include strong consumer confidence, increased disposable income, resurgence of brick and mortar retail sales following pandemic constraints and lockdowns in 2020, and one more shopping day between Thanksgiving and Christmas.</p><p><blockquote>他表示，关键驱动因素包括强劲的消费者信心、可支配收入增加、2020年疫情限制和封锁后实体零售额的复苏，以及感恩节和圣诞节之间多了一个购物日。</blockquote></p><p> \"While port congestion issues persist, we believe the Port of LA/Long Beach transitioning to 24/7 operation increases throughput and should help truncate wait times,\" he said.</p><p><blockquote>“虽然港口拥堵问题持续存在，但我们相信洛杉矶/长滩港过渡到24/7运营会增加吞吐量，并有助于缩短等待时间，”他说。</blockquote></p><p> Separately Guggenheim, analyst Seth Sigman assumed coverage of Amazon on Monday with a buy rating and $4,300 price target.</p><p><blockquote>另外，古根海姆分析师Seth Sigman周一对亚马逊给予买入评级和4,300美元的目标价。</blockquote></p><p> Sigman said in research note that he sees potential for a \"significant positive inflection\" in early/mid 2022 for Amazon compared with its moderating sales and margin trends more recently.</p><p><blockquote>西格曼在研究报告中表示，与最近放缓的销售和利润率趋势相比，他认为亚马逊在2022年初/中期有可能出现“重大积极拐点”。</blockquote></p><p> The analyst, who launched coverage on direct-to-consumer e-commerce stocks, said he is positive on the group entering fiscal 2022.</p><p><blockquote>这位分析师对直接面向消费者的电子商务股票进行了报道，他表示，他对该集团进入2022财年持乐观态度。</blockquote></p><p> Online channel share gains should reaccelerate early next year after months of declines and normalizing consumer spending growth may be good for the stocks, Sigman said.</p><p><blockquote>西格曼表示，在线渠道份额在经历了几个月的下降后，明年初应该会重新加速，消费者支出增长正常化可能对股市有利。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon 'Well-Positioned' Going into the Holidays, JPMorgan Says<blockquote>摩根大通表示，亚马逊在假期中处于“有利地位”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-11-25 08:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.</p><p><blockquote>摩根大通分析师表示，亚马逊应该会在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> Amazon is well-positioned going into the holidays, a JPMorgan analyst said Wednesday, and should surpass Walmart as the largest U.S. retailer in 2022.</p><p><blockquote>摩根大通分析师周三表示，亚马逊在假期期间处于有利地位，应该会在2022年超过沃尔玛成为美国最大的零售商。</blockquote></p><p> Analyst Doug Anmuth said in a research report he continues to expect a strong online holiday season, \"albeit against tougher comps and with a resurgence in physical retail.\"</p><p><blockquote>分析师道格·安穆斯(Doug Anmuth)在一份研究报告中表示，他仍然预计在线假日季将表现强劲，“尽管竞争更加激烈且实体零售复苏。”</blockquote></p><p> \"Amazon is well-positioned, having doubled its fulfillment network over the past 2 years, and should remain about 40% of US e-comm spend,\" Anmuth said. \"Amazon remains our top overall idea.\"</p><p><blockquote>安穆斯表示：“亚马逊处于有利地位，其配送网络在过去两年中翻了一番，应该仍占美国电子商务支出的40%左右。”“亚马逊仍然是我们的首要整体理念。”</blockquote></p><p> The analyst said he believes Amazon will surpass Walmart as the largest U.S. retailer in 2022.</p><p><blockquote>这位分析师表示，他相信亚马逊将在2022年超过沃尔玛，成为美国最大的零售商。</blockquote></p><p> \"Amazon started offering Black Friday deals on 10/4, the earliest start to the holiday season ever,\" he said, \"before introducing thousands of more Black Friday & Cyber Monday Weekend deals.\"</p><p><blockquote>“亚马逊于10月4日开始提供黑色星期五优惠，这是有史以来假期最早的开始，”他说，“然后又推出了数千个黑色星期五和网络星期一周末优惠。”</blockquote></p><p> Overall, Anmuth said, he believes the decision to accelerate the timing of holiday deals indicates Amazon \"already maintains significant inventory into the holiday season and is well-equipped to handle elevated holiday demand.\"</p><p><blockquote>安穆斯表示，总体而言，他认为加快假期交易时间的决定表明亚马逊“已经在假期期间保持了大量库存，并有能力应对假期需求的增加。”</blockquote></p><p> \"Most importantly,\" he said, \"we believe pulling forward holiday promotions should help Amazon efficiently manage through current macro supply chain congestions and minimize gaps in first party and third-party inventory and delivery delays.\"</p><p><blockquote>“最重要的是，”他说，“我们认为，提前假日促销应该有助于亚马逊有效应对当前的宏观供应链拥堵，并最大限度地减少第一方和第三方库存缺口以及交付延迟。”</blockquote></p><p> Amazon has doubled fulfillment capacity since the pandemic began, the analyst said, and is now caught up on capacity, even pulling forward some 2022 fulfillment/distribution network into 2H21, which could drive an easing level of investment into next year.</p><p><blockquote>这位分析师表示，自大流行开始以来，亚马逊的配送能力已经翻了一番，现在已经赶上了产能，甚至将2022年的部分配送/配送网络提前到2H21，这可能会导致明年的投资水平有所下降。</blockquote></p><p> The analyst said he expects U.S. online holiday sales to grow more than 14.5% year-over-year, coming off of outsized pandemic-driven growth of more than 32% year-over-year during the 2020 holiday.</p><p><blockquote>该分析师表示，他预计美国在线假日销售额将同比增长14.5%以上，而2020年假日期间疫情推动的同比增长超过32%。</blockquote></p><p> He said key drivers include strong consumer confidence, increased disposable income, resurgence of brick and mortar retail sales following pandemic constraints and lockdowns in 2020, and one more shopping day between Thanksgiving and Christmas.</p><p><blockquote>他表示，关键驱动因素包括强劲的消费者信心、可支配收入增加、2020年疫情限制和封锁后实体零售额的复苏，以及感恩节和圣诞节之间多了一个购物日。</blockquote></p><p> \"While port congestion issues persist, we believe the Port of LA/Long Beach transitioning to 24/7 operation increases throughput and should help truncate wait times,\" he said.</p><p><blockquote>“虽然港口拥堵问题持续存在，但我们相信洛杉矶/长滩港过渡到24/7运营会增加吞吐量，并有助于缩短等待时间，”他说。</blockquote></p><p> Separately Guggenheim, analyst Seth Sigman assumed coverage of Amazon on Monday with a buy rating and $4,300 price target.</p><p><blockquote>另外，古根海姆分析师Seth Sigman周一对亚马逊给予买入评级和4,300美元的目标价。</blockquote></p><p> Sigman said in research note that he sees potential for a \"significant positive inflection\" in early/mid 2022 for Amazon compared with its moderating sales and margin trends more recently.</p><p><blockquote>西格曼在研究报告中表示，与最近放缓的销售和利润率趋势相比，他认为亚马逊在2022年初/中期有可能出现“重大积极拐点”。</blockquote></p><p> The analyst, who launched coverage on direct-to-consumer e-commerce stocks, said he is positive on the group entering fiscal 2022.</p><p><blockquote>这位分析师对直接面向消费者的电子商务股票进行了报道，他表示，他对该集团进入2022财年持乐观态度。</blockquote></p><p> Online channel share gains should reaccelerate early next year after months of declines and normalizing consumer spending growth may be good for the stocks, Sigman said.</p><p><blockquote>西格曼表示，在线渠道份额在经历了几个月的下降后，明年初应该会重新加速，消费者支出增长正常化可能对股市有利。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/amazon-well-positioned-going-into-the-holidays-jpmorgan-says\">TheStreet</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/investing/amazon-well-positioned-going-into-the-holidays-jpmorgan-says","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176842797","content_text":"Amazon should surpass Walmart as the largest U.S. retailer in 2022, a JPMorgan analyst says.\nAmazon is well-positioned going into the holidays, a JPMorgan analyst said Wednesday, and should surpass Walmart as the largest U.S. retailer in 2022.\nAnalyst Doug Anmuth said in a research report he continues to expect a strong online holiday season, \"albeit against tougher comps and with a resurgence in physical retail.\"\n\"Amazon is well-positioned, having doubled its fulfillment network over the past 2 years, and should remain about 40% of US e-comm spend,\" Anmuth said. \"Amazon remains our top overall idea.\"\nThe analyst said he believes Amazon will surpass Walmart as the largest U.S. retailer in 2022.\n\"Amazon started offering Black Friday deals on 10/4, the earliest start to the holiday season ever,\" he said, \"before introducing thousands of more Black Friday & Cyber Monday Weekend deals.\"\nOverall, Anmuth said, he believes the decision to accelerate the timing of holiday deals indicates Amazon \"already maintains significant inventory into the holiday season and is well-equipped to handle elevated holiday demand.\"\n\"Most importantly,\" he said, \"we believe pulling forward holiday promotions should help Amazon efficiently manage through current macro supply chain congestions and minimize gaps in first party and third-party inventory and delivery delays.\"\nAmazon has doubled fulfillment capacity since the pandemic began, the analyst said, and is now caught up on capacity, even pulling forward some 2022 fulfillment/distribution network into 2H21, which could drive an easing level of investment into next year.\nThe analyst said he expects U.S. online holiday sales to grow more than 14.5% year-over-year, coming off of outsized pandemic-driven growth of more than 32% year-over-year during the 2020 holiday.\nHe said key drivers include strong consumer confidence, increased disposable income, resurgence of brick and mortar retail sales following pandemic constraints and lockdowns in 2020, and one more shopping day between Thanksgiving and Christmas.\n\"While port congestion issues persist, we believe the Port of LA/Long Beach transitioning to 24/7 operation increases throughput and should help truncate wait times,\" he said.\nSeparately Guggenheim, analyst Seth Sigman assumed coverage of Amazon on Monday with a buy rating and $4,300 price target.\nSigman said in research note that he sees potential for a \"significant positive inflection\" in early/mid 2022 for Amazon compared with its moderating sales and margin trends more recently.\nThe analyst, who launched coverage on direct-to-consumer e-commerce stocks, said he is positive on the group entering fiscal 2022.\nOnline channel share gains should reaccelerate early next year after months of declines and normalizing consumer spending growth may be good for the stocks, Sigman said.","news_type":1,"symbols_score_info":{"AMZN":0.9}},"isVote":1,"tweetType":1,"viewCount":908,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/874528240"}
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