In this file:

 

·         Amazon expands next-day delivery ahead of holiday crush

Online shopping during the holidays is expected to rise slightly from last year.

 

·         Amazon's Getting Aggressive This Holiday Season

The e-commerce titan is investing in shipping and pricing to fend off big competitors.

 

·         Walmart appears to be gaining ground against Amazon

Less shopping is happening on Amazon, and consumers are favoring Walmart, according to a new survey…

 

 

Amazon expands next-day delivery ahead of holiday crush

Online shopping during the holidays is expected to rise slightly from last year.

 

By Christian de La Chapelle, FOXBusiness

Nov 5, 2019

 

Amazon is expanding the list of items eligible for same-day and next-day delivery options ahead of ramped-up holiday shopping.

 

Prime subscribers can now get free, one-day delivery on over 10 million items, the company said Monday.

 

It's part of Amazon's effort to keep ahead of competition from Walmart and Target in the delivery space. This year, Walmart introduced free delivery for items totaling $35 and up. Target offers same-day delivery with a Shipt plan.

 

Eighty-five percent of consumers prefer free shipping to fast shipping, a recent Deloitte survey found. Online shopping during the holidays is expected to rise slightly from last year, to $144-149 billion, according to Deloitte...

 

more

https://www.foxbusiness.com/technology/amazon-next-day-delivery-holidays

 

 

Amazon's Getting Aggressive This Holiday Season

The e-commerce titan is investing in shipping and pricing to fend off big competitors.

 

Adam Levy, The Motley Fool

Nov 5, 2019

 

The calendar just ticked over to November, which means it's officially holiday shopping season. Amazon (NASDAQ:AMZN) -- already taking the lion's share of online retail sales -- is pushing to set new sales records even as brick-and-mortar competitors, including Walmart (NYSE:WMT) and Target (NYSE:TGT), have quickly grown their digital sales channels.

 

Both competitors now offer same-day delivery subscriptions -- Delivery Unlimited and Shipt, respectively -- that rival Prime Now benefits through Amazon. Target has been quick to expand its same-day fulfillment options, which now account for more than a third of its online orders. Walmart's success in online grocery has been the driving force behind its strong digital sales growth.

 

Amazon has taken steps over the last few months in an effort to fight back and continue growing its market share. This holiday season, it's getting extremely aggressive in its effort to win sales from its brick-and-mortar competitors.

 

Big spending on fulfillment

 

Amazon has made a few big moves in its effort to fulfill more orders more quickly. About five months ago, it started shipping over 10 million items in the U.S. with one-day shipping for Prime members. It also reduced the price threshold for "add-on items" that used to require the customer to add the item to a larger order to qualify for Prime shipping benefits.

 

The efforts so far have paid off in accelerating marketplace sales in North America. In fact, the numbers have improved across all of Amazon's reporting metrics around its online marketplace, both when you compare domestic and international metrics and when you look at first-party versus third-party sales.

 

More recently, Amazon announced it's dropping the $14.99-per-month subscription fee for AmazonFresh, its grocery delivery program. Now, all Prime members will receive unlimited same-day grocery delivery from a wider selection of items wherever AmazonFresh is available. The move appears to be a clear response to the expansions of Walmart's Delivery Unlimited and Target's Shipt.

 

Of course, all of these efforts add up to significant expenses. Amazon planned to spend $800 million extra on fulfillment in the second quarter to ramp up one-day shipping. It exceeded that number, spent even more in the third quarter, and CFO Brian Olsavsky told investors to expect a $1.5 billion "penalty" for its fulfillment efforts in the fourth quarter.

 

Beating the competition on price ...

 

What it all means for investors ... 

 

more, including links

https://www.fool.com/investing/2019/11/05/amazons-getting-aggressive-this-holiday-season.aspx

 

 

Walmart appears to be gaining ground against Amazon

 

·         The frequency of people buying items on Amazon six times or more per month has dropped to 40% this year from 80% in 2017, according to data pulled by First Insight.

·         It says Walmart appears to be winning more customers.

 

Lauren Thomas, CNBC

Nov 4, 2019

 

Less shopping is happening on Amazon, and consumers are favoring Walmart, according to a new survey.

 

The frequency of people buying items on Amazon six times or more per month has dropped to 40% this year from 80% in 2017, according to surveys by First Insight, a retail analytics firm that collects data to help retailers such as Dick’s Sporting Goods, Crocs and Kohl’s make product decisions.

 

First Insight conducted three consumer surveys of about 1,000 people each in December 2017, September 2018 and last September to compile the results. They included shoppers with and without a Prime membership.

 

A majority this year, 55%, said they prefer to shop at Walmart versus Amazon, up from about 47% a year earlier. The percentage of people who favor Amazon has dropped to 45% from about 53% in 2018.

 

“The excitement of the Amazon box coming to your house is kind of dwindling off,” First Insight CEO Greg Petro said in an interview. “I think the novelty of Amazon is wearing off.”

 

Amazon has disclosed it has more than 100 million Prime members worldwide. But according to First Insight, signups are dropping. The firm said it found 52% of survey respondents were members in 2019, down from 59% a year earlier.

 

The survey’s findings could be a sign that Walmart’s e-commerce investments are paying off, and Amazon still has its work cut out for it. Both companies have been in a battle over delivery.

 

Amazon announced plans last month to start delivering grocery products for free within a two-hour window to all Prime members living in the 2,000 regions eligible for the service. Until then, Prime members had to pay an additional $14.99 per month to get access to Amazon Fresh, a separate program that offered two-hour grocery delivery.

 

With the company spending billions of dollars to expand its free one-day delivery program, Amazon’s third-quarter earnings report last month fell short of analysts’ expectations.

 

Walmart, meanwhile, has begun testing delivering groceries directly to customers’ refrigerators in three cities. Its InHome grocery delivery membership program costs $19.95 a month. And making the most of its bricks-and-mortar stores, it has more than 2,700 grocery pickup locations for online orders across the U.S.

 

Walmart’s profits in the latest quarter topped Wall Street estimates, and the company said e-commerce sales surged 37%.

 

″[Walmart’s] speed is allowing them to leapfrog and get hyper-competitive with Amazon in a short period of time,” First Insight’s Petro said...

 

more, including links

https://www.cnbc.com/2019/11/04/walmart-appears-to-be-gaining-ground-against-amazon.html