今年 8 月，亚马逊开始向其 Prime 会员提供易腐杂货的当日达配送服务，该服务已覆盖美国超 1000 座 城市，并计划在年底前拓展至 2300 座城市。 据《商业内幕》周四援引一份内部文件及知情人士消息报道，亚马逊正在开发一项 "加急" 自提服务， 消费者可在下单后一小时内到其门店提取商品。 报道称，这项功能将支持购物者提交 "统一" 订单，合并购买亚马逊线上商城与线下门店的商品。 随着零售商纷纷急于从日益增长的即时电商需求中获利，它们在快速配送模式上的投入正不断增加。 《商业内幕》指出，这家电商巨头计划 2026 年初前在至少一个大都市区试点该项目，不过具体时间节 点或已出现变动。 亚马逊暂未立即回应路透社的置评请求。 本月早些时候，亚马逊曾表示正在西雅图和费城部分地区测试 "亚马逊即时送" 服务，该服务可提供家 居必需品和生鲜杂货的超快速配送。 责任编辑：郭明煜 据《商业内幕》周四援引一份内部文件及知情人士消息报道，亚马逊正在开发一项 "加急" 自提服务， 消费者可在下单后一小时内到其门店提取商品。 报道称，这项功能将支持购物者提交 "统一" 订单，合并购买亚马逊线上商城与线下门店的商品。 随着零售商 ...

Core Insights - Walmart's international business, particularly in China, has become a significant growth driver, with net sales of approximately $120 billion and EBITDA of $5.5 billion [1] - The company's success in China is attributed to its effective integration of online and offline retail channels, achieving 50% of sales from online and 80% of orders delivered within one hour [3][9] Group 1: Performance in China - Walmart's sales in China have dramatically increased, with online sales rising from 4% seven years ago to 50% today [3] - The Sam's Club model in China has been refined over 29 years, focusing on high-quality products and disruptive pricing [3] - The implementation of a one-hour delivery model has been successful, with 80% of orders delivered within this timeframe, supported by strategically placed "cloud warehouses" [3][6] Group 2: Learning and Adaptation - Other markets, such as India and Mexico, are looking to adopt China's successful strategies, with India's Flipkart team aiming to enhance their delivery speed by learning from Walmart's Chinese operations [6] - The emphasis on rigorous management of location, space, and SKU has been a key takeaway for international teams [6] - Walmart is sharing experiences from the Chinese market, including live-streaming sales techniques, to enhance operations in other regions [6] Group 3: Future Goals and Market Strategy - Walmart aims to achieve $200 billion in GMV by 2028, with plans to double profits and increase e-commerce penetration [9] - The company is satisfied with its current international market portfolio and has no immediate plans to enter new markets [9] - Lessons learned from past market exits, such as in the UK and Japan, have informed Walmart's successful adaptation in China, emphasizing the importance of localizing products for consumers [9]