活在亚马逊阴影下的零售商们

电子商务巨头亚马逊公司在7月15日和16日开启今年的Prime会员日销售活动,该活动预计将吸引数以百万计寻求特价商品的消费者。

尽管有人批评该公司在其员工待遇方面的措施,但显然亚马逊公司的发展十分迅猛。

亚马逊公司在财年第一季度的营收为597亿美元,盈利达36亿美元。

云计算

AWS云计算服务业务持续快速增长是该公司业绩财报中最重要的部分。

亚马逊公司在去年首次突破1万亿美元市值的大关,该公司的市值在今年7月9日约为9610亿美元。

竞争对手的做空比率高企

体现亚马逊在零售市场统治地位的另外一个观察角度是:看看投资者如何交易这家巨头的竞争对手们——传统零售商。

Bespoke投资集团汇总了标普500指数中公司的数据并制作出统计表格,该表格显示出29家成为做空者目标的公司。

下表中显示的是做空比率超过10%的标普500指数公司名单。

其他零售商的表现

在列表中排名首位的是奢侈品零售连锁商Nordstrom(股票代码:JWN),Bespoke投资集团的数据显示该零售商股票的做空比率达22%。

Bespoke投资集团的列表上的其他零售商包括Under Armour(股票代码:UAA),科尔百货(股票代码:KSS),梅西百货(股票代码:M),Gap(股票代码:GPS)公司以及富乐客公司(股票代码:FL)。

我认为这个列表显示出亚马逊对整个零售业洒下的长阴影。

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