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亚马逊的下一个目标可能是在线旅游平台

摩根史坦利分析师Brian Nowak表示,从之前的行业发展来看,在线旅游平台似乎还没有被亚马逊“攻破”。但是,这并不意味着亚马逊会就此放弃尝试。

亚马逊在服务、定价与支付方面的优势,使得其更容易将用户流量转换为收益,而这在旅行预定行业也同样适用。

Nowak表示,像Booking和Expedia这样的公司每年花费大约6.2亿美元购买所需的全球酒店房间库存 - 这对亚马逊来说不是问题。而且,亚马逊的3亿多用户都可能是其在线旅游预定服务的潜在用户。此外,亚马逊的流量能力惊人,0.75美元的广告支出更是Booking或者Expedia无法与之抗衡的。

今年早些时候,亚马逊宣布与伯克希尔哈撒韦公司(Berkshire Hathaway)和摩根大通(JPMorgan Chase)建立合作关系,建立了一家独立的医疗保健公司。而就在上个月,亚马逊又推出了一系列非处方的健康产品,估计会给药店零售连锁店带来巨大冲击。

此外还有传闻称,亚马逊正在着眼汽车市场、仓库俱乐部和折扣购物空间等新领域;同时也在与摩根大通等大型银行会面,讨论如何设计类似支票账户的产品。

 

Will Amazon set its sights on the online travel business? Morgan Stanley seems to think so.

“Online travel has proven to be immune to Amazon disruption so far. But as we have seen with other categories, that doesn’t mean Amazon won’t try again, and they should,” analyst Brian Nowak wrote in a note to clients last week, according to CNBC. “Amazon’s focus on selection/service, pricing, and frictionless payments that drive conversion and stronger user economics also translate directly to travel.”

Nowak estimated that companies such as Booking and Expedia each spend about $620 million a year to acquire their global hotel room inventory — an investment that wouldn’t be an issue for Amazon. Not to mention the eCommerce giant has more than 300 million customers that could utilize a travel service.

“Our rough ad efficiency analysis (ad spend/transaction) speaks to Amazon’s ability to drive repeat/direct traffic…as its estimated $0.75 ad spend/transaction is a fraction of what Booking/Expedia spend,” he wrote.

Travel would be the latest market targeted by Amazon. Earlier this year, the company announced a partnership with Berkshire Hathaway and JPMorgan Chase to create an independent healthcare company that will aim to fix the nation’s healthcare system. And just last month, Amazon launched an exclusive line of over-the-counter health products that is sure to challenge pharmacy retail chains’ bottom lines.

There have also been rumors that the company is setting its sights on the automotive market, warehouse clubs, the discount shopping space and more — as well as meeting with big banks like JPMorgan Chase about designing a checking account-like product.

Nowak went on to restate his $1,500 price target for Amazon shares, with the retailer’s shares increasing 33 percent so far this year. Amazon shares rose 0.9 percent Friday.


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