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  • Dennis Green: If you're the operator of a local

  • convenience store or corner shop or bodega and

  • an Amazon Go opens up just around the corner,

  • you might wanna look over your shoulder.

  • Amazon first announced its Amazon Go project in 2016.

  • The first store didn't open until 2018, January.

  • There are now four Amazon Go stores in operation.

  • Three of them are in Seattle and one of them is in Chicago.

  • Reportedly they want to open at least 3,000 stores

  • in three years.

  • That seems a little optimistic when it took so long

  • for them to open the first one.

  • They're pretty small stores to start out with.

  • They're only a couple thousand square feet

  • which is kind of closer to a convenience store

  • than a full-fledged grocery store.

  • Amazon Go stores are the famous thing that Amazon

  • likes to say is it has just walk out technology

  • where you can go in, scan your app, you can take whatever

  • you want off the shelf and then you just walk outside

  • and then it charges you for whatever you took.

  • It uses sensors and cameras to kind of tell what customers

  • are taking in order to charge them correctly.

  • There's two kinds of Amazon Go stores.

  • There's a more grocery-oriented

  • where you can go in and get some light groceries.

  • And there's another format that's more oriented towards

  • prepared food that's kind of like a lunchtime spot.

  • You can just go in and grab a sandwich or a salad.

  • So this isn't stuff that you really wanna wait for.

  • It's maybe like a candy bar that you just wanna grab.

  • Something that you're gonna go and kind of consume

  • immediately or a grocery item that you need for a recipe

  • that you wanna cook that night.

  • They also sell their Amazon meal kits in these stores

  • which are refrigerated kits with a bunch of different

  • ingredients that you can cook.

  • 90 percent of all retail sales are offline.

  • It's kind of staggering when you think about it.

  • You think about the fast growth of online is still

  • only amounts to 10 percent even in 2018 so

  • there's kind of like a lot of room to run there.

  • Most estimates peg Amazon as taking up basically half

  • of all e-commerce.

  • There's some room for them to grow and estimates by analysts

  • show that they will grow but they're looking for other

  • avenues of growth to maintain the velocity that they have.

  • And the one that they've pegged right now is

  • bricks and mortar.

  • When Amazon moves into a market they kind of operate

  • with this low margin mentality where profitability

  • doesn't really matter until they kind of achieve mass scale

  • and then they can kind of tinker with the levers.

  • As far as Amazon making money off of these stores,

  • that's kind of TBD.

  • There's a report that the technology

  • that went into the first one

  • cost a million dollars to install.

  • That adds a big additional cost

  • to opening the store in the first place.

  • As far as the break-even point, we don't really know

  • what the economics of these stores even are, so it's hard

  • to say if they're making money, or they're not making money.

  • Amazon uses what customers are already buying online

  • to guess what customers wanna buy in their Amazon Go stores.

  • So that's kind of like a reminder of what they have on you.

  • It's a reminder of what they know that you already like

  • to kind of entice you to buy it again in a store.

  • So if they know that a specific neighborhood or city likes

  • a certain kind of seltzer they're gonna stock more

  • of the seltzer and they're gonna have more flavors

  • of the seltzer.

  • Whether or not that's a good thing, I mean,

  • it's serving customers right? It's what customers want.

  • It's putting it in front of them in a new way.

  • But it might make some customers uncomfortable.

  • Other retailers are trying to come up with things

  • that compete with Amazon.

  • A lot of them have new pick up options where they can order

  • online and then pick up in store or can deliver

  • right to customers

  • some even with autonomous vehicles.

  • But no grocery stores have that kind of data

  • to draw from like a big E-commerce giant like Amazon has.

Dennis Green: If you're the operator of a local

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據報道,亞馬遜為何要開3000家自動化商店? (Why Amazon Reportedly Wants To Open 3,000 Automated Stores)

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    Oscar Hsin-Yin Chen 發佈於 2021 年 01 月 14 日
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