5 ms·

No, no it isn’t the case. Walmart is the only one with more revenue, but they don’t have AWS margins to prop up everything else. I think we’d all be better off

by tw04 5y ago

No, no it isn’t the case. Walmart is the only one with more revenue, but they don’t have AWS margins to prop up everything else. I think we’d all be better off if we didn’t have a 2-horse race for 90% of our purchases… Target (#3)had $93b in revenue in FY2020. Amazon e-commerce had $120b. https://corporate.target.com/annual-reports/2020 https://corporate.target.com/annual-reports/2020 https://www.statista.com/forecasts/1218313/amazon-revenue-development-ecommercedb https://www.statista.com/forecasts/1218313/amazon-revenue-de...

didibus 5y ago
I'd agree if we had a 2-horse race, but I don't see it, there are a ton of competing retail stores both online and offline. And especially online, it's not like you're limited geographically where say your only store that has what you want is a big Walmart, you have access to hundreds of online retailer to choose from.
sjg007 5y ago
Target needs to do same day delivery and then they will win hands down. It does not take an MBA to figure this out and I don't know why they have not done it yet.
- JanisL 5y ago
  Its because same day delivery takes a rather large investment in logistics systems that they may not have ready to go.
  - sjg007 5y ago
    This is easy. Offer a target membership for $100 a year. Pay employees who live nearby to deliver. Easy.
    - dralley 5y ago
      Here are the results of my google search for "target same day delivery" https://www.target.com/c/same-day-delivery/-/N-bswkz?tab=howdeliveryworks https://www.target.com/c/same-day-delivery/-/N-bswkz?tab=how... It appears they are already doing exactly this.
    - ctvo 5y ago
      If you add a few more “easy” to it it may hide you have no idea what it takes logistically or have ever built something of similar scope / complexity.
- kidsat 5y ago
  They already do this and it's called Shipt. There's a delivery charge (about $9.99) or yearly membership available.

by tw04 5y ago

didibus 5y ago

I'd agree if we had a 2-horse race, but I don't see it, there are a ton of competing retail stores both online and offline. And especially online, it's not like you're limited geographically where say your only store that has what you want is a big Walmart, you have access to hundreds of online retailer to choose from.

sjg007 5y ago

Target needs to do same day delivery and then they will win hands down. It does not take an MBA to figure this out and I don't know why they have not done it yet.

JanisL 5y ago
Its because same day delivery takes a rather large investment in logistics systems that they may not have ready to go.
- sjg007 5y ago
  This is easy. Offer a target membership for $100 a year. Pay employees who live nearby to deliver. Easy.
  - dralley 5y ago
    Here are the results of my google search for "target same day delivery" https://www.target.com/c/same-day-delivery/-/N-bswkz?tab=howdeliveryworks https://www.target.com/c/same-day-delivery/-/N-bswkz?tab=how... It appears they are already doing exactly this.
  - ctvo 5y ago
    If you add a few more “easy” to it it may hide you have no idea what it takes logistically or have ever built something of similar scope / complexity.
kidsat 5y ago
They already do this and it's called Shipt. There's a delivery charge (about $9.99) or yearly membership available.