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November 17, 2019

ウォルマート、決算ハイライト、第3四半期!

ウォルマート、第3四半期決算、ハイライト:
・ウォルマート:11/14
・Additional highlights for the third quarter:
・ Announced John Furner as new President and CEO, Walmart U.S.
  ⇒ John FurnerがCEOへ
・ Walmart U.S. ended the quarter with more than 3,000 grocery pickup locations and more than 1,400 same-day grocery delivery locations.
  ⇒グロサリーのピックアップ箇所が3000カ所を超える。
・Announced Delivery Unlimited, a grocery delivery membership option, to 1,400 stores in the U.S.
Launched Walmart InHome Delivery in three U.S. markets to help customers save time by having their fresh groceries and everyday essentials delivered directly into their homes.
  ⇒生鮮、冷蔵庫宅配スタート
・Opened first-ever Walmart Health center in Dallas, Ga. offering low, transparent pricing on a range of health services all in one facility.
  ⇒ウォルマート初のワンストップ対応のヘルスセンタースタート
・Unveiled the Walmart Toy Lab for the holiday season, which invites kids to test this year's most-wanted toys from their tablet or computer.
  ⇒子供のためのトイラボが完成、タブレット、コンピュータで事前に試せる
・Relaunched fashion boutique 'Scoop' as exclusive brand on walmart.com.
・Launched shoppable recipes with BuzzFeed's Tasty app, a first-of-its-kind feature where customers add recipe ingredients directly to online grocery cart for pickup or delivery.
・Launched the Capital One Walmart Rewards credit card program offering 5% cash back at Walmart.com.
・Announced an agreement with Green Dot to jointly establish a new fintech accelerator, TailFin Labs, LLC, to develop tech-enabled solutions that seamlessly integrate omnichannel shopping and financial services.
・Opened first supply chain training academy in the U.S.
  ⇒取引先向けのトレイニングのアカデミーを開設
・サムズクラブの動向:
・Launched Fresh Learning Lab at Sam's Club, a hands-on training lab for associates to enhance their skills.
Launched Sam's Club Care Accelerator with Humana, a pilot program designed to provide members with quality care on routine preventative and primary care services.
・Reported record sales at Flipkart's 'The Big Billion Days' sales event.
・メキシコの動向:
・Launched same-day pickup at all Sam's Club locations in Mexico.
・カナダの動向:
・Launched grocery pickup and delivery in Montreal through a partnership with Foodora and expanded partnership with Instacart to communities across Canada.
・チリの動向:
・Opened first distribution center in Walmart International with omnichannel management systems in Chile.
Added education benefit programs with seven bachelor's degrees and two career diplomas in health-related fields through Live Better U, Walmart's education benefits program.
・Announced that all coffee sourced for Walmart U.S. private brands is certified sustainable through third-party groups Fair Trade, Rainforest Alliance Certified or UTZ

About Walmart :
・Walmart Inc. (NYSE: WMT) helps people around the world save money and live better - anytime and anywhere - in retail stores, online, and through their mobile devices. Each week, nearly 275 million customers and members visit our more than 11,300 stores under 58 banners in 27 countries and eCommerce websites. With fiscal year 2019 revenue of $514.4 billion, Walmart employs over 2.2 million associates worldwide. Walmart continues to be a leader in sustainability, corporate philanthropy and employment opportunity.

PI研のコメント(facebook)
・ウォルマートが11/14に公表した第3四半期決算には「Additional highlights for the third quarter」と決算ハイライトが掲載されています。ここにその全文を掲げますが、興味深い最近の動きがいくつもあります。ただ、残念なのは日本への言及が1行もみあたらないことです。この決算でも最も注目は、グロサリーのピックアップ、生鮮宅配など、店舗よりも顧客の購入視点に力を入れていることです。全米でグロサリーピックアップ拠点が3,000カ所になったとのことですし、生鮮に関しては3カ所だそうですが、冷蔵庫宅配がはじまったとのことです。いずれも対Amazonといえますが、これはここ最近のウォルマート自身の企業概要にも表れています。以前は見られなかった「online, and through their mobile devices」、「and eCommerce websites」など、多分にアマゾンを意識した言葉が入っています。また、教育にも力を入れており、従業員だけでなく、取引先へ対してもその環境を整えているとのことです。ウォルマート、John Furner as new President and CEOとなり、対Amazonを含め、どのような成長戦略を打ち出すのか、その動向に注目です。

続きは、・・:https://twitter.com/PurchaseTW #ウォルマート 

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November 17, 2019 |

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