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[基础分析] 又一颗大震撼弹!亚马逊买WHOLE FOODS MARKET

Amazon.com Inc. said it would buy Whole Foods Market Inc. for $13.7 billion as the giant internet retailer extends its reach and makes a deeper push into the grocery space.

Amazon will pay $42 a share for Whole Foods, valuing the grocer at a 27% premium to its closing price Thursday. The deal is by far the largest in Amazon's history, and it is expected to close in the second half of this year.

The deal will give Amazon a network of roughly 450 Whole Foods locations spread out across 42 states and could allow Amazon to reach customers closer to their homes. The retailer has worked for years to build its Fresh grocery delivery business, but its share of the market is just a sliver.
这个动作会把很多城市里的那一大堆零售傻货店给杀死
闯荡江湖刚侠,挑战华尔街铁牛
就在市场为科技股回稳而暂时松了一口气时,美国零售类股却全线大跌,打破了人们准备欢度周末的喜悦心情。

美股三大指数跳空低开,道指在开盘一小时内下跌近50点,纳指下跌0.5%,标普500指数下跌0.3%,其中消费品行业指数深跌1.5%,沃尔玛、好市多、CVS、Kroger等零售类食品和大型综合超市领跌大盘。

波动同样蔓延到欧洲市场。富时350食品和药品零售指数下挫3.2%,荷兰食品零售集团Ahold Delhaize深跌10%,英国大型连锁超市乐购Tescos下跌5.5%,其他线下零售类股也均报下跌。

早前传来电商巨头亚马逊以42美元/股、或较周四收盘27%的溢价,收购美国最大的天然和有机食品零售商全食超市(Whole Food)。亚马逊股价掉头上扬3%,有望重新加入“1000美元俱乐部”,全食超市股价跳涨28%,部分由于被收购满足了大股东需求。

尽管亚马逊已经在尝试线上便利店和线下果蔬同城快递相结合的模式,但毕竟范围较小。此番大举进军全国型连锁超市,被不少人解读为将把零售商逼得无路可走。

此前人们一度认为沃尔玛最有希望结合线上和线下的食品零售业务,但没想到又被亚马逊抢先。沃尔玛股价周五早盘深跌6%,拖累了道指表现。

在电商的冲击下,美国零售业今年迎来破产潮。BankruptcyData.com统计,今年以来已有300多家零售商申请破产,比去年同期大幅增长31%。

美国银行的研究也发现,美国人在线下便利店或超市购买食品和水的比例从2013年起逐年下降,而在大型线下购物商城的花销从2010年起急速跳水。
闯荡江湖刚侠,挑战华尔街铁牛
没有靠WHOLE FOOD
CRYING
~心宽灵深爱永远~
没有靠WHOLE FOOD
CRYING
aimei 发表于 2017-6-16 13:47



    要亚马孙不买,都没听说过还有这公司
很容易把面店(50%)变成distribution center
Whole Foods is here
这个动作会把很多城市里的那一大堆零售傻货店给杀死 - not really

grocery store chains <> cloud legends
我在亚马逊花钱比在其他店多很多
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