Amazon Will Pass Walmart in 2022 to Be the Largest U.S. Retailer, Analyst Says_老虎社区_美港股上老虎

Amazon Will Pass Walmart in 2022 to Be the Largest U.S. Retailer, Analyst Says

Barrons2021-06-16

Amazon.com should surpass Walmart in 2022 to become the largest U.S. retailer, J.P. Morgan analyst Doug Anmuth predicts in a new report.In 2020, Anmuth notes, Amazon (ticker: AMZN) had estimated U.S. ...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

7thMonday
·2021-06-16
Nice. Ecommerce giant
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/1175367830?lang=zh_CN&edition=full","thumbnail":"","is_english":true,"pubTime":"2021-06-16 13:36","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1175367830","market":"us","top_or_hot":-1,"title":"Amazon Will Pass Walmart in 2022 to Be the Largest U.S. Retailer, Analyst Says","media":"Barrons","content":"<div>\n<p>Amazon.com should surpass Walmart in 2022 to become the largest U.S. retailer, J.P. Morgan analyst Doug Anmuth predicts in a new report.In 2020, Anmuth notes, Amazon (ticker: AMZN) had estimated U.S. ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-will-pass-walmart-in-2022-to-be-the-largest-u-s-retailer-analyst-says-51623771799?mod=hp_DAY_0\">网页链接</a>\n\n</div>\n","source":"lsy1601382232898","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Will Pass Walmart in 2022 to Be the Largest U.S. Retailer, Analyst Says</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; 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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Will Pass Walmart in 2022 to Be the Largest U.S. Retailer, Analyst Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 13:36 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/amazon-will-pass-walmart-in-2022-to-be-the-largest-u-s-retailer-analyst-says-51623771799?mod=hp_DAY_0><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Amazon.com should surpass Walmart in 2022 to become the largest U.S. retailer, J.P. Morgan analyst Doug Anmuth predicts in a new report.In 2020, Anmuth notes, Amazon (ticker: AMZN) had estimated U.S. ...</p>\n\n<a href=\"https://www.barrons.com/articles/amazon-will-pass-walmart-in-2022-to-be-the-largest-u-s-retailer-analyst-says-51623771799?mod=hp_DAY_0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMZN","symbol_name":"亚马逊","start_time":0,"source_url":"https://www.barrons.com/articles/amazon-will-pass-walmart-in-2022-to-be-the-largest-u-s-retailer-analyst-says-51623771799?mod=hp_DAY_0","article_id":"1175367830","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1175367830","pubTimestamp":1623821813,"columns":[],"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"Amazon.com should surpass Walmart in 2022 to become the largest U.S. retailer, J.P. Morgan analyst D","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMZN":"亚马逊","WMT":"沃尔玛"},"translate_title":"分析师称，亚马逊将在2022年超过沃尔玛，成为美国最大的零售商","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9,"WMT":0.9},"content_text":"Amazon.com should surpass Walmart in 2022 to become the largest U.S. retailer, J.P. Morgan analyst Doug Anmuth predicts in a new report.In 2020, Anmuth notes, Amazon (ticker: AMZN) had estimated U.S. gross merchandise value of $316 billion, up 45% from a year earlier, a sharp acceleration from 22% in 2019. Last year, Amazon was the clear No. 2 retailer after Walmart (WMT), which grew GMV 10%, to $439 billion. (Note that Amazon doesn’t actually report GMV, so the number in its case is an estimate.)Anmuth sees Amazon surpassing Walmart in GMV next year, driven by continued strong growth. He notes that Amazon’s share of the U.S. e-commerce market reached 39% in 2020.In fact, Anmuth projects Amazon will post overall revenue for calendar 2022 of $580.2 billion, which would be slightly more than the $567.6 billion Street consensus forecast for Walmart for the January 2023 fiscal year. He projects Amazon’s U.S. GMV, excluding physical stores, will reach $377 billion this year, $457 billion next year, and $547 billion in 2023.In the 2021 first quarter, Amazon reported 44% sales growth.The analyst estimates that Amazon has more than a quarter of the e-commerce market in many categories, ranging from 25% for jewelry and watches to 80% for books and magazines. The company has half the online market for consumer electronics, 48% for consumer packaged goods, and 39% for apparel and accessories.In Anmuth’s view, the biggest growth opportunities for Amazon and other online retailers are in consumer packaged goods, apparel, and furniture and appliances. He sees consumer packaged goods—including groceries—as the single largest opportunity, with only 7% of overall sales online, while also growing the fastest: Online sales in the category were up 79% in 2020. (It’s also the single largest category of consumer retail sales overall.)Apparel sales fell 4% in 2020—we were all wearing pajamas, apparently—but the analyst sees a rebound ahead. Anmuth thinks online penetration in apparel can increase from 23% to $30%. He notes that furniture and appliances are 11% of overall retail spending but only 7% of e-commerce spending, with 11% of category sales online.Anmuth points out that U.S. Commerce Department data shows that U.S. e-commerce spending grew 31.8% in 2020, the 11th consecutive year of double-digit growth. E-commerce in 2020 represented 19% of adjusted retail sales, he notes, up from 15.4% in 2019. (The data exclude food services, autos, and gas stations.) His view is that the pandemic pulled forward three years of e-commerce growth—and he sees further expansion of e-commerce penetration this year. Anmuth thinks the total can reach 30% by 2025, and eventually 40% to 50%.“While e-commerce gains during the pandemic were initially driven by the closure of brick-and-mortar stores or consumers hesitant to shop in-person, e-commerce has remained strong into re-opening,” he writes in the research note.Amazon is Anmuth’s top pick, with an Overweight rating and $4,600 target price. Its stock was down 0.6%, at $3,364.74, in recent trading, and up 3.3% for the year.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":169127098,"gmtCreate":1623823037814,"gmtModify":1634027531438,"author":{"id":"3586408436434649","authorId":"3586408436434649","name":"7thMonday","avatar":"https://static.tigerbbs.com/48508642a5858c65b0b69e7017f586da","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3586408436434649","authorIdStr":"3586408436434649"},"htmlText":"Nice. Ecommerce giant","listText":"Nice. Ecommerce giant","text":"Nice. Ecommerce giant","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/169127098","repostId":1175367830,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}