说到「沃尔玛」，很多人第一时间想到的，可能都是它遍布全美的实体大卖场，或者「山姆会员商店」。自 1962 年开设第一家门店以来，沃尔玛始终专注于实体零售经济，凭借「天天低价」的承诺，成为中低收入美 国人的首选零售商，并在 1990 年登顶美国零售业榜首。 其实，沃尔玛对电商的探索可以追溯到上世纪。1996 年，沃尔玛上线了自己的在线商店，但业内普遍认为这 更像是一场实验，而非长期战略。尽管后来成立了电商部门、收购相关企业，沃尔玛的重心依然放在实体零 售。 正如《财富》杂志所说，沃尔玛长期陷入「创新者的困境」——作为线下零售巨头，他们担心电商业务长期需 要现金流补贴，会蚕食本已成熟的实体零售，因此在电商探索上显得保守。这也让「亚马逊」抓住机会，成为 电商领域的一家独大。 ▲ 图源：华尔街日报 eMarketer 的分析师指出，在疫情爆发之前，沃尔玛的电商业务发展缓慢。但疫情开始后，美国消费者大规模 转向线上购物，这打破了沃尔玛内部「门店优先」的既得利益格局，也倒逼他们打通线上线下，迫使他们改造 并利用现有门店网络来满足飙升的在线订单需求。 《经济学人》认为，沃尔玛的最大优势就是 实体布局 。行业数据显示，沃尔玛 ...

Core Viewpoint - The article discusses the challenges and transformations faced by Zhejiang Snow Leopard Clothing Co., Ltd. in the leather apparel industry, emphasizing the need for innovation and adaptation to modern market demands [2][3]. Group 1: Company Background - Founded in 1984, Snow Leopard was once a leading brand in the leather apparel market, known for its popularity in the 1980s and 1990s, with long queues for purchases and a strong presence in fashion [2]. - The brand's historical significance is highlighted by its unique position in the market during its peak, being the only prominent leather brand from Haining [2]. Group 2: Current Challenges - The company faces dual challenges: the "defensive consumption" behavior of the middle class affecting the mid-to-high-end leather market and the rapid rise of live-streaming e-commerce necessitating a transformation [3][6]. - The leather industry is undergoing a profound transformation due to the impacts of U.S.-China tariff disputes, the rise of e-commerce, and consumer downgrading [3]. Group 3: E-commerce Strategy - Snow Leopard has made significant strategic adjustments in its e-commerce approach, discontinuing dedicated e-commerce product lines and implementing a unified pricing strategy for online and offline sales [6][7]. - The company previously launched e-commerce-specific products at discounted prices, which led to a negative impact on brand perception and profitability [7][10]. - In 2024, Snow Leopard aims to enhance its e-commerce strategy by focusing on product quality and service rather than engaging in price wars, with a target average transaction value increase from approximately 1200 RMB to over 2500 RMB [7][10]. Group 4: Product Innovation and Quality - The company is focusing on product innovation to appeal to younger consumers, particularly by developing leather garments that combine outdoor functionality with fashion [10][11]. - Research and development investments have increased to about 8% of total sales, with efforts to improve the breathability and functionality of leather products [11]. - The brand is actively responding to market trends, as evidenced by its quick production of a popular leather jacket style after a public figure's appearance [13]. Group 5: Learning and Adaptation - The company recognizes that traditional experiences can be a double-edged sword, emphasizing the importance of continuous learning and adaptation to modern market conditions [9][14]. - Snow Leopard is committed to internal training and knowledge enhancement to break free from outdated practices and foster innovation [14].

Group 1 - The core focus of the recent strategic cooperation talks between the company and Cdiscount is on regional collaboration, platform interoperability, and cross-border supply chain coordination to enhance the e-commerce industry in Nanning and Hainan Free Trade Port [2] - The company’s chairman, Wang Bofu, was invited to the "2025 Private Economy High-Quality Development Conference" in Beijing, where he shared insights on e-commerce innovation and received recognition for the company's industry influence [3][8] - Wang Bofu emphasized the need for a new e-commerce model that moves beyond traditional traffic-driven approaches, advocating for a return to the essence of "people, goods, and venue" through content-driven, service-enabled, and supply chain-integrated strategies [4] Group 2 - The company has consistently adhered to a "technology-driven + user experience" core value, focusing on platform development, merchant empowerment, and channel expansion, while also accelerating its cross-border e-commerce business in ASEAN markets [6] - Future strategic directions include upgrading platform intelligence through AI applications, national supply chain collaboration by integrating resources from Hainan, Guangxi, Guangdong, and Fujian, and exploring partnerships in Belt and Road countries like Indonesia, Vietnam, and Malaysia [6] - The company aims to build a digital e-commerce ecosystem that integrates product circulation, brand internationalization, and service empowerment, leveraging opportunities from the conference to deepen interactions with leading enterprises nationwide [10]

Core Viewpoint - The article discusses the challenges faced by Walmart and other U.S. retailers due to increased tariffs, leading to layoffs and potential price hikes for consumers as they navigate cost pressures and competition in the retail sector [1][2][3]. Group 1: Walmart's Response to Tariffs - Walmart plans to lay off approximately 1,500 employees as part of a restructuring effort to reduce costs amid rising tariff pressures [3]. - The company has already made cuts earlier in the year and is adjusting its organizational structure to better compete with e-commerce rivals like Amazon [3][4]. - Walmart's CEO indicated that while the company and its suppliers are absorbing some tariff costs, the scale of the tariffs makes it impossible to fully offset them [4]. Group 2: Impact on Consumer Prices - Consumers in the U.S. are likely to see price increases starting from late May, with some items already experiencing price hikes of over 20% since February [5]. - The article highlights that a significant portion of Walmart's imported goods comes from China, which exacerbates the cost pressures due to tariffs [4][5]. - Analysts predict that overall food prices in the U.S. will rise by 2.6% over the next three years due to increased tariffs, with grocery prices expected to increase by 2.7% this year [7][8]. Group 3: Consumer Sentiment and Economic Outlook - Consumer confidence in the U.S. has dropped to its lowest level since June 2022, indicating growing concerns about the economy [8]. - The article notes that high inflation and interest rates could dampen consumer spending, which is crucial for the U.S. economy [7][8]. - Retail giants are attempting to mitigate the impact of tariffs by negotiating with suppliers and adjusting product offerings, but the pressure on prices remains significant [6][7].

Core Viewpoint - The article discusses the impact of tariffs on major U.S. retailers, particularly Walmart, which is facing pressure to cut costs and potentially raise prices due to increased tariffs on imports from countries like China [2][4][5]. Group 1: Walmart's Restructuring and Layoffs - Walmart plans to lay off approximately 1,500 employees as part of a restructuring effort to reduce costs [2][4]. - This is the second round of layoffs for Walmart in 2023, following earlier job cuts and office closures [4]. - The layoffs will affect various sectors, including the global technology operations team and e-commerce fulfillment in the U.S. [4]. Group 2: Tariff Impact on Pricing - Walmart's CEO indicated that the company and its suppliers have been absorbing some tariff costs, but cannot fully offset them due to their scale [6]. - Consumers may start seeing price increases as early as the end of May, with some products already experiencing price hikes of over 20% since February [6][8]. - The article highlights that over 60% of Walmart's imported goods come from China, particularly in categories like clothing and electronics [5][6]. Group 3: Consumer Sentiment and Economic Outlook - U.S. consumer confidence has dropped to its lowest level since June 2022, raising concerns about potential economic recession [2][11]. - Retail giants are attempting to mitigate tariff impacts without significant price increases, with some companies adjusting product sourcing and negotiating with suppliers [8][9]. - Analysts predict that inflation may rise significantly in the coming months, with food prices expected to increase by 2.6% over the next three years due to tariffs [9][10].

Core Viewpoint - The article discusses the challenges faced by Walmart and other U.S. retailers due to tariffs, leading to layoffs and potential price increases for consumers. Group 1: Company Actions - Walmart plans to lay off approximately 1,500 employees as part of a restructuring effort to reduce costs [2][3] - This is the second round of layoffs for Walmart in 2023, following earlier job cuts and office closures [3] - The layoffs will impact Walmart's global technology operations, e-commerce fulfillment in U.S. stores, and advertising business [3] Group 2: Tariff Impact - Tariffs on imports from countries like Costa Rica, Peru, Colombia, and especially China have significantly increased costs for Walmart [1][4] - Approximately one-third of Walmart's imported goods come from China, with a large portion being clothing, electronics, and toys [4] - Walmart's CFO indicated that while some tariff costs are being absorbed, the scale of the tariffs makes it impossible to fully mitigate their impact [4] Group 3: Consumer Price Trends - Consumers may start seeing price increases as early as the end of May, with some items already experiencing price hikes of over 20% since February [5] - The overall inflation rate in the U.S. is expected to rise, with predictions of a 3.0-3.5% annual inflation rate [8] - The USDA forecasts a 3.2% increase in overall food prices this year, with grocery store prices expected to rise by 2.7% [8] Group 4: Consumer Sentiment - Consumer confidence in the U.S. has dropped to its lowest level since June 2022, indicating potential challenges for retail sales [9] - The Michigan Consumer Sentiment Index reflects a significant decline, suggesting that consumers are tightening their spending [9] - Economic analysts express concerns that rising prices and high inflation could dampen consumer purchasing power and overall economic activity [8][10]

在特朗普重返白宫不到100天之际，美国再度对中国产品挥起关税大棒，引发了全球电商平台、供应链系统的连锁震荡—— 整个供应链、仓储布局、平台策略，都得跟着"重新洗牌"，这不是一场暂时的混乱，而是整个电商商业模型的考验。 · 退出美国市场（转向加拿大或拉美） · 转仓策略：将货物发往加拿大，借此 "绕关税"打回美国市场 亚马逊近期的动作揭示了"先知级"转型思路： · 亚马逊计划在美国城市与乡村新增 80个物流中心，投资高达 150亿美元； · 同时大量取消在中国和其他亚洲国家生产的几种产品的订单，甚至未提前通知供应商，结果是大批中国卖家陷入库存积压 + 平台压力双重夹击。 据SmartScout数据，深圳一 10万+ 亚马逊卖家，年销售额超 353亿美元，而他们正考虑： · 提高对美售价（或丧失竞争力） | 亚马逊战略大转弯 | 墨西哥电商也中招了？压力和机会并存 墨西哥作为拉美电商强国（占拉美电商市场26%）正面临"全球动荡、区域传导"的双重挑战： 在主流平台谨慎应对政策时，TikTok Shop另辟蹊径： · 中国卖家绕开品牌授权，直接以"工厂源头"身份销售奢侈品牌平替； · 价格远低于传统零售渠道，主打"砍 ...