🌻
最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.
--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15
我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.
DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.
CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)
🌻FedEx(FDX)聯邦快遞財報
聯邦快遞上季每日陸運包裹量增31%至1,160萬件,帶動獲利勁增逾60%。
聯邦快遞營運長蘇布拉瑪尼亞說:「我們預計三到五年內看到的增長幅度,大約在三到五個月就達成。」
以上文字來源:
https://udn.com/news/story/6811/4866362
執行副總裁兼行銷和傳播長卡瑞爾(Brie Carere)表示,大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說,超過65歲的消費者「終於上網」並且「從電子商務角度來看,我不認為(疫情結束後)這些購買行為會恢復到以往的狀態」。
以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html
以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.
"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."
"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."
"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."
同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
retail sales中文 在 SkyREC Facebook 的最佳貼文
Retail Today | Global News: Muji Is Struggling from Overseas Markets 今日零售 | 全球視點: 無印良品 海外市場的巨大挑戰 (中文在下)
In April, Muji's parent company Ryohin Keikaku Co. reported its first decline in operating profit in eight years and a financial outlook below analysts’ expectations, as well as a rare drop in same-store sales in China.
Investors are worried: After the value of the company almost tripled from 2013 to 2018, Ryohin Keikaku shares have declined nearly 40% in the past year.
President Satoru Matsuzaki has embarked on new ventures like Muji-branded hotels and Muji-designed buses while pushing into new markets such as India and Switzerland. To drive growth, he’s now taking steps like shifting production to cheaper locations and designing products specifically for Chinese consumers.
However, Muji still requires a faster adjustment to its overseas sales strategies. Muji always expanded to other countries with the same items it sells in Japan, assuming that its product range needs little translation for overseas consumers. That works well enough for, say, pencil cases, but not necessarily other items: It took Muji a decade in China to introduce sheets that fit standard Chinese beds.
Meanwhile, Muji’s “no brand” branding and straightforward, unchanging designs have made it a prime target for low-cost Chinese copycats. Muji’s prices are considerably more expensive outside of Japan due to taxes and tariffs, and a cottage industry of Chinese competitors like Miniso, Nome and OCE has sprung up to offer the same aesthetic for a fraction of the cost.
To avoid the price competition, Muji plans to produce more of its items in the countries where they’re sold. Next year, the company will roll out over 200 made-in-India products for its local stores. It’s also shifting more production to Southeast Asia, where labor is cheap.
In China, it opened its first development office in September, with employees responsible for monitoring local lifestyle trends—a belated acknowledgment that Tokyo-based designers may not have the necessary insight into Chinese desires. Not everything will be internationalized, however. Muji will continue to make cosmetics, for example, in Japan, as the promise of high-quality raw materials is part of their allure.
Given how quickly its low-cost imitators have moved, Muji faces an uphill battle in China. And there and elsewhere, its ambition to become a global retail behemoth to match Uniqlo may require some of the strategic compromises made by other mass retailers—whittling its 7,000 products down to those of greatest sales potential, manufacturing items for speed rather than durability, and opening large locations in expensive shopping districts.
今年四月,無印良品的母公司 Ryohin Keikaku Co. 報告中顯示,8年來他們的營業利潤首次下滑、財務前景低於分析師的預期,以及中國同店銷售額出現罕見的衰退。
投資者擔心,在2013年至2018年間,公司價值幾乎翻了三倍之後,Ryohin Keikaku 股價卻在過去一年中,下跌了將近40%。
品牌董事長 Satoru Matsuzaki 已開展新的企業體,包括開設無印良品酒店、無印良品設計的巴士,同一時間也進軍印度和瑞士等新市場。為了推動增長,他正在採取新措施,例如將生產工廠轉移到成本更便宜的地方,並專門為了中國消費者設計產品。
然而,無印良品仍需要更快速調整海外銷售策略。Muji 在拓展到其他國家時,多半採取與日本銷售產品相同的策略,也就是假定自家產品到其他市場販售,並不需要太多的修改或客製化。這對鉛筆盒這類商品是還不錯,但卻不一定可以複製到其他品項;舉例來說,無印良品實際上花了十年,才推出適合中國標準床尺寸的床單。
同時,無印良品的「無品牌」品牌、直觀和一成不變的設計,使它變成中國低成本仿冒商的主要目標。由於稅收和關稅的影響,無印良品在日本以外的價格相當昂貴,而Miniso,Nome和OCE等中國競爭對手,透過大量的家庭手工業製造,只需花費很少的成品,就能為消費者提供相同的生活美學。
為了避免落入價格競爭,無印良品計劃在其銷售的國家生產更多產品。明年,他們將為印度門市推出200多種當地製造的產品。還計畫將更多產品轉移到勞動力便宜的東南亞。
在中國,無印良品在去年九月成立第一個開發辦公室,員工負責觀察、搜集當地的生活方式趨勢 - 這也代表著無印良品終於承認,在東京的設計師不見得了解中國當地消費者真正的需求。然而,並非需要把一切都做到國際化。例如,無印良品選擇繼續在日本生產化妝品,因為日本所代表的高品質原材料是一項承諾,仍對消費者存在著重大的吸引力。
因為低成本仿造商的快速推進,無印良品在中國正面臨著一場苦戰。他們將自己定位與全球零售巨頭「優衣庫」齊頭並進的野心,可能需要參考其他大眾零售商一些在戰略上的妥協 - 像是把七千種產品減少,直到只保留最具銷售潛力的品項、快速製造商品而非強調產品的耐久度,以及在高消費購物區開設大型旗艦店等。
retail sales中文 在 [英中] 請問sales associate的中文怎麼翻比較好? 的推薦與評價
sales associate
查到的中文翻譯有很多種
1. 銷售顧問 2.銷售助理 3.銷售人員
不知道是否還有其他翻法?
以這3個翻譯來說 中文上其實都有一點不太一樣
為了怕出錯
請問高手們 通常這個字 都怎麼翻?
謝謝
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