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cover of episode Behind the Numbers: How Amazon Has Made Itself Even More Essential … And How It Hasn’t

Behind the Numbers: How Amazon Has Made Itself Even More Essential … And How It Hasn’t

2025/3/3
logo of podcast Behind the Numbers: an EMARKETER Podcast

Behind the Numbers: an EMARKETER Podcast
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J
Jeremy Goldman
R
Rachel Wolff
Topics
Marcus Johnson: 本期节目讨论了亚马逊的整体业绩，包括其营收增长、不同业务板块的表现以及面临的挑战。我们分析了亚马逊Q4营收增长的原因，并探讨了其在实体零售和广告业务方面的策略。 Rachel Wolff: 我认为亚马逊Q4营收增长主要源于三个方面：强劲的假日季消费、其便捷的购物体验以及公司的高效运营。假日季的强劲消费带动了整体零售市场的增长，而亚马逊的快速便捷的交付，特别是日用品的交付，使其成为消费者生活中不可或缺的一部分。此外，亚马逊通过高效率地削减低效业务，例如关闭表现不佳的Amazon Go商店，释放资源用于改进物流和AI等核心业务。 Jeremy Goldman: 我同意Rachel的观点。此外，我还想补充一点，亚马逊在应对经济挑战方面表现出谨慎的态度。潜在的关税和贸易战可能会导致商品价格上涨，从而影响消费者的购买意愿。虽然亚马逊销售的日用品可能相对不受影响，但其他品类，如电子产品和美妆产品，可能会受到较大冲击。亚马逊的谨慎预期也反映了零售业整体面临的不确定性。

Deep Dive

Chapters
Amazon's Q4 2024 revenue grew by 11%, driven by a strong holiday season, increased consumer demand for convenience, and ruthless efficiency in operations. The analysis breaks down the contributing factors into a pie chart, highlighting the significant roles of the holiday season, convenience, and efficiency.
  • 11% overall revenue growth in Q4 2024
  • 40% attributed to strong holiday season
  • 40% attributed to convenience and fast delivery
  • 20% attributed to ruthless efficiency and resource allocation

Shownotes Transcript

On today’s podcast episode, we discuss how Amazon has made themselves even more essential to customers, why “they can’t make physical stores work”, and how its advertising business is getting on. Tune in to the episode with Senior Director of Podcasts and host Marcus Johnson, Analyst Rachel Wolff, and Senior Director of Briefings Jeremy Goldman. Listen everywhere and watch on YouTube and Spotify.

 

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For a transcript of this episode click here: 

https://www.emarketer.com/content/podcast-behind-numbers-how-amazon-has-made-itself-even-more-essential-how-hasnt)

 

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