預測亞馬遜很快將成為美國最大的成衣零售商 | Amazon Will Replace Macy’s as Top U.S. Apparel Retailer by 2017, Analyst Says

預測亞馬遜很快將成為美國最大的成衣零售商

亞馬遜(Amazon.com, Inc.)公佈上季財報前，已經有幾家券商調升了對該公司的股票評級。券商Cowen的分析師團隊甚至預測，到2017年，亞馬遜將超過梅西百貨成為美國最大的成衣零售商。

Cowen的分析師發表研究報告稱，預計到2020年，亞馬遜在美國的零售成衣年度成交總額將從2015年的160億美元增長至520億美元，市場佔有率從5%上升至14%，並在2017年將超越梅西百貨。

分析師認為，亞馬遜的成衣和服飾品業務還將推動電子產品和百貨產品銷量的上升，後者占亞馬遜總收入的比重約為70%。

值得注意的是，創立於1994年的亞馬遜直到2002年才進入服裝市場。資料顯示，過去半年，亞馬遜的成衣零售銷售業務的成長速度快於Walmart和Target，同比成長率達到29%，遠遠超過Walmart的3%和Target的-2%。

對於Walmart和Target來說，這還不是最糟糕的。研究報告稱，2015年上半年，在Target和Walmart購物的用戶中，11%的人同時在亞馬遜上買了衣服，這個數字高於去年上半年的8%。

【相關文章】
》臺美產業合作成功案例：美國運動服飾品牌的最佳夥伴在臺灣
》全球服裝品牌價值排名榜公佈，UNIQLO高於adidas

---

Amazon Will Replace Macy’s as Top U.S. Apparel Retailer by 2017, Analyst Says

NEW YORK (TheStreet) -- Research firm Cowen and Company has upgraded Amazon its rating of Amazon to outperform, saying it expects the e-commerce giant will overtake Macy's as the largest domestic apparel retailer in the next year or two.

"Amazon is winning in large Retail and Tech markets given long-term investments, per our proprietary data/analysis," Cowen analyst John Blackledge wrote in a research note Monday morning. "We expect Amazon to be the #1 US Apparel retailer by '17, driven by accelerating purchaser growth, and continue to gain traction in other retail verticals."

Blackledge also upgraded his price target for Amazon to $565, up from $435. Amazon shares closed at $483.01 on Friday, and opened higher Monday, trading above $490 just before 10 a.m.


As it stands, Amazon's apparel and accessories business drives about 70% of the company's total revenue, according to Blackledge. Cowen estimates that Amazon's apparel business will grow from $16 billion in gross merchandise volume (GMV) for 2015 to $52 billion GMV in 2020, which would take Amazon from 5% of the total U.S. apparel industry to 14% market share. Were Amazon to follow this track as Cowen expects, it would displace Macy's as the No. 1 U.S. apparel retailer by 2017.

Must Read: How Etsy Is Helping Lead the Shift In E-Commerce

Some of the factors that are contributing to Amazon's wild success in the apparel industry include an expanding selection, improving brand relationships, and superior fulfillment and technology.

In the Cowen Internet Retail Tracker for July, Amazon continued to show high growth overall, but especially in apparel.

Amazon's U.S. apparel purchasers grew 36% year-over-year in the first half of 2015, up from 28% last year. That growth is even higher for Prime subscribers, which grew 57% year-over-year this year, compared to 43% last year.

Amazon has 34% more apparel purchasers than Target (TGT), and 2% more than Walmart (WMT). And an increasing number of Target and Walmart purchasers also bought apparel on Amazon, meaning that Target and Walmart's U.S. apparel share is under pressure.

"Amazon's long-game investment philosophy in massive Retail and Technology markets is increasingly paying off," Blackledge wrote. "Amazon should continue to win as it continues to attack a $2.3 trillion US retail total available market as well as international e-commerce leadership."

Amazon reports second-quarter earnings on Thursday after the close of trading. Analysts surveyed by Thomson Reuters expect the Seattle-based retailer to lose 14 cents a share on $22.37 billion in revenue.

Original Article: TheStreet