消费电子零售

Search documents
微软(MSFT.US)终止支持Windows 10,或成百思买(BBY.US)增长推力
智通财经网· 2025-10-09 13:45
针对PC更新周期,杰富瑞分析师乔纳森·马图谢夫斯基(Jonathan Matuszewski)指出,截至上月底,61% 的美国Windows用户运行Windows 11系统,35%仍在使用Windows 10,另有4%使用其他版本的Windows 操作系统。他强调,当前使用这款即将停止支持的操作系统(Windows 10)的设备占比,较过去几次系统 更新周期处于历史高位。 由此可得出结论:台式机与笔记本电脑的更新需求可能比预期更强劲。马图谢夫斯基分析称:"我们预 计,未来几个季度,Windows 10设备的持续更新需求将为百思买的电脑销售提供支撑。" 微软(MSFT.US)将于10月14日停止对Windows 10系统的支持。在此日期之后,Windows 10将不再接收微 软提供的安全更新、软件更新及技术支持。分析师指出,这一变动或将推动百思买(BBY.US)的电脑销 售增长。 据了解,若用户在该日期后仍继续使用Windows 10,随着安全威胁被发现却无法修复,设备面临的安 全风险将日益加剧。尽管部分设备符合付费安全更新计划的条件,但这也仅是临时解决方案。 值得关注的是,分析师表示,近期商用笔记本电脑与台式 ...
百思买在技术支援部门与客服团队裁员
Ge Long Hui A P P· 2025-09-25 09:49
格隆汇9月25日|美国消费电子零售商百思买宣布裁员,涉及Geek Squad技术支援部门与客服团队,多 个单位将受到影响。公司发言人称,此次裁员规模仅为非常少数员工。根据最新财报,百思买员工总数 超过80,000人,但公司并未透露此次裁员的确切人数。 ...
关税冲击美国零售业 百思买(BBY.US)裁减客户服务团队
智通财经网· 2025-09-25 03:13
智通财经APP获悉,百思买(BBY.US)在全公司范围内裁员,其中包括缩减Geek Squad团队的人数。该团 队负责在店内及客户家中为客户提供技术支持和维修服务。 百思买发言人表示,这家消费电子产品零售商正在裁减其客户服务和上门服务团队的员工,只有极少数 员工受到影响。 根据百思买的最新年度报告,其员工总数超过8万人。百思买的客户服务团队曾帮助该公司在竞争激烈 的电子产品领域中脱颖而出。 此次裁员之际,百思买受到关税冲击,且难以重现疫情时期的强劲销售增长势头。截至周三收盘,该公 司股价今年迄今已下跌14% 。 百思买发言人补充道,受此次重组影响的符合条件的员工将获得遣散费。 去年,百思买在重组期间解雇了Geek Squad代理,首席执行官Corie Barry当时表示,重组的部分目的是 将资源重新分配到人工智能等领域。 百思买8月份报告称,第二季度的重组费用为1.14 亿美元。 ...
就业市场亮红灯:长期失业人数飙升,美国经济隐忧加剧
Sou Hu Cai Jing· 2025-09-16 09:41
美国就业市场最近传来了一个令人担忧的信号:找工作超过半年的人越来越多了。 根据最新数据,现在超过四分之一的失业者已经失业超过六个月,这可是疫情以来从未有过的高点。仅 仅在今年8月,就有190多万美国人陷入了"长期失业"的状态——这个数字几乎是2023年初的两倍! 长期失业通常意味着一个人已经耗尽了失业救济金,也把之前的存款用得差不多了。更糟糕的是,长期 处于"投简历-被拒绝"的死循环中,很多人会逐渐失去信心,甚至干脆退出职场。 Indeed招聘网站的经济研究主管劳拉·乌尔里希就指出,美国现在正处于一个尴尬状态:"岗位不多,裁 员不多,但一旦你失业了,再就业就变得特别难。" 而这种"失业难再就业"的趋势,也反映出了整体就业市场的降温。虽然官方失业率还维持在4.3%,看 起来不高,但企业招聘已经明显冷却了。因为关税、政策不确定性等因素,很多公司干脆暂停了招聘。 与此同时,裁员人数开始增加,申请失业救济的人数已达到2021年10月以来的最高点。 更令人担忧的一点是:现在美国失业人口的总数,已经超过了职位空缺数。这在过去四年里是第一次出 现,说明找工作的人比公司开放的岗位还多。 这背后的含义远不止"找工作难"那么简单 ...
刘强东,“买买买”
投中网· 2025-09-07 07:02
Core Viewpoint - Liu Qiangdong is actively pursuing international expansion through significant acquisitions, including logistics assets in Singapore and consumer electronics retailers in Europe and Hong Kong, indicating a strategic focus on enhancing JD's global supply chain capabilities [6][11]. Group 1: Recent Acquisitions - JD's infrastructure investment platform, JD Chanfang, is set to acquire logistics assets in Singapore for approximately 306 million SGD (about 1.7 billion CNY), marking another significant investment by Liu Qiangdong [3][5]. - The logistics assets include properties located in key industrial areas of Singapore, such as Ubi Avenue and Changi South, which are strategically advantageous for JD's operations [7][10]. - The largest asset in this acquisition is a logistics hub on Pandan Avenue, valued at 14 million SGD, which constitutes about half of the total transaction price [7]. Group 2: Strategic Partnerships - The acquisition is a collaborative effort with Swiss investment firm Partners Group and Eza Hill, a platform backed by Hillhouse Capital, highlighting a trend of partnerships in large-scale investments [9][10]. - Eza Hill has been actively acquiring logistics assets in Southeast Asia, indicating a broader strategy to build a robust logistics network in the region [10]. Group 3: International Expansion Strategy - Liu Qiangdong's recent acquisitions, including a 18 billion CNY purchase of European electronics retailer CECONOMY and a potential 4 billion HKD acquisition of Hong Kong's Jia Bao Foods, reflect a commitment to internationalization [6][11]. - JD has established a logistics network covering 19 countries and regions, with over 2,000 employees overseas, positioning itself for further growth in international markets [6][11]. - The company plans to integrate the newly acquired logistics assets into a Real Estate Investment Trust (REIT) with a target size exceeding 1 billion USD (approximately 7.2 billion CNY), which would be the largest new fund in Singapore's REIT market in over a year [10].
京东向Ceconomy发起公开收购要约,9月1日起进入要约接受期
Xin Lang Cai Jing· 2025-09-03 03:22
Core Viewpoint - JD.com has launched a voluntary public takeover bid for Ceconomy AG at a price of €4.60 per share, marking a significant step in its European expansion strategy [3][4] Group 1: Acquisition Details - The takeover bid officially commenced on September 1, 2025, and is approved by the German Federal Financial Supervisory Authority (BaFin) [3] - The offer price represents a 42.6% premium over the volume-weighted average share price for the three months prior to July 23, 2025, indicating JD.com's strategic valuation of Ceconomy [3] - The total consideration for the transaction is approximately €2.2 billion, primarily financed through debt [4] Group 2: Shareholder and Board Support - Shareholders can accept the offer until November 10, 2025, with no minimum acceptance threshold required [4] - JD.com has already secured irrevocable commitments from shareholders holding 31.7% of Ceconomy, along with an additional 25.35% from Convergenta Invest GmbH, giving JD.com control of 57.1% of the shares [4] - Ceconomy's board and supervisory board have expressed support for the offer and recommend shareholders accept it [4] Group 3: Strategic Intent and Future Plans - The acquisition aims to transform Ceconomy into a leading "next-generation consumer electronics platform" in Europe [4] - JD.com plans to maintain strategic continuity for three years post-acquisition, with a brand retention period extended to five years [5] - The integration will not involve adjustments to employee numbers or operational locations, allowing Ceconomy to operate independently while benefiting from JD.com's supply chain technology and customer experience standards [5]
京东正式对欧洲零售巨头CECONOMY发出收购要约
Guo Ji Jin Rong Bao· 2025-09-02 09:13
Group 1 - JD Group announced a voluntary public takeover offer for CECONOMY's shares at a price of €4.60 per share, valuing the transaction at €2.2 billion, which exceeds 18 billion RMB [1][4] - The acquisition aims to enhance CECONOMY's digital transformation, leveraging JD's expertise in digital technology, omnichannel retail experience, and logistics [4] - CECONOMY operates over 1,000 physical stores across 11 European countries and has struggled with sales growth, with a compound annual growth rate of only 0.8% from 2022 to 2024 [4] Group 2 - JD's internationalization efforts have intensified, with the launch of the Ochama omnichannel retail brand in Europe and the reintroduction of the Joybuy online retail brand [5] - The company has initiated a "100 billion, 1,000 products new growth plan" to introduce 1,000 overseas brands over the next three years, aiming for a cumulative sales growth of 10 billion RMB [5] - JD completed the acquisition of Hong Kong-based supermarket chain Jia Bao Foods, establishing a new business unit focused on innovative retail [5]
刘强东,出手
3 6 Ke· 2025-09-02 01:41
Group 1 - JD Group, through its wholly-owned indirect subsidiary JINGDONG Holding Germany GmbH, has made a voluntary public offer to acquire all issued and outstanding bearer shares of CECONOMY at a cash consideration of €4.60 per share [2][3] - The acceptance period for the acquisition offer will start on September 1, 2025, and end on November 10, 2025, with the possibility of extension under certain conditions [2] - The transaction values CECONOMY at approximately €2.2 billion, equivalent to over 18 billion RMB [2] Group 2 - CECONOMY is a leading consumer electronics retail group in Europe, established in 2017, operating brands MediaMarkt and Saturn across 12 European countries with over 1,000 physical stores [3] - CECONOMY plans to maintain independent operations in Europe and accelerate its transformation into a leading omnichannel consumer electronics platform [3] - Financial performance from fiscal years 2020 to 2024 shows total sales increasing from €20.83 billion to €22.44 billion, with net profits fluctuating, including a loss of €0.23 billion in 2020 and a profit of €0.076 billion in 2024 [3] Group 3 - This acquisition marks a significant step in JD's international strategy under Liu Qiangdong's leadership, aiming to quickly enter the mainstream consumer market in Europe [4] - JD has also completed the acquisition of Hong Kong-based supermarket chain Jia Bao, further expanding its market presence [4] - JD's "100 billion, 1,000 products" initiative aims to promote 1,000 Chinese brands internationally and introduce 1,000 overseas brands, targeting a cumulative sales growth of 10 billion RMB [4]
京东集团-SW向CECONOMY AG作出自愿公开收购要约
Zhi Tong Cai Jing· 2025-09-01 12:34
Group 1 - JD Group announced a voluntary public takeover offer for CECONOMY AG at a cash price of €4.60 per share [1] - The offer is set to commence on September 1, 2025, and will end on November 10, 2025, with the possibility of extension under certain conditions [1] - The acquisition will be financed through a combination of merger loans and existing cash on the company's balance sheet [1] Group 2 - The takeover offer does not apply to American Depositary Receipts (ADRs) related to CECONOMY, which must be converted into CECONOMY shares to accept the offer [2]
京东集团-SW(09618)向CECONOMY AG作出自愿公开收购要约
Zhi Tong Cai Jing· 2025-09-01 12:33
Group 1 - JD Group (NASDAQ: JD) announced a voluntary public takeover offer for CECONOMY AG, the parent company of MediaMarkt and Saturn, at a cash price of €4.60 per share [2] - The offer is set to commence on September 1, 2025, and will end on November 10, 2025, with the possibility of extension under certain conditions [2] - The funding for the acquisition will be arranged through a combination of acquisition loans and existing cash on the company's balance sheet [2] Group 2 - The acquisition offer is not applicable to CECONOMY's American Depositary Receipts (ADRs), which must be converted into CECONOMY shares to accept the offer [3] - The offer is subject to several conditions, including obtaining regulatory approvals by November 10, 2026 [2]