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What are the highlights of the US first quarter e-commerce report?
After Amazon's share price broke through $65,438+0,000, we can't help but ask, where is the ceiling of the American e-commerce giant? In the past year, while we saw Amazon's continuous innovation, the physical retail department store on the other side became a short-selling artifact, with its performance lower than expected and its share price falling.

In the first quarter of 20 17, American e-commerce sales have reached 1000 billion US dollars, which is the first time that it broke through the1000 billion US dollars mark in the non-Christmas season. Judging from the year-on-year growth rate, the growth rate of e-commerce sales was 20%, which began to accelerate in the past year. The sales of e-commerce on the PC side reached 77.8 billion US dollars, and the mobile side reached 22.3 billion US dollars.

Comparing the year-on-year growth rate of e-commerce and the growth of physical retail, it is not difficult to find out why Amazon has hit record highs, while the physical retail enterprises represented by Macy's have plummeted. Since 2008, physical retail has basically maintained a year-on-year growth rate of 5%, and the growth rate has been within 3% for many years. E-commerce maintained a growth rate of 15-20%, and the growth rate accelerated in the past year.

E-commerce accounts for 19% of the total optional consumption expenditure, a record high, of which 14.7% comes from PC-side e-commerce. Most e-commerce companies in the United States still place orders through the PC, and mobile Internet e-commerce is not as developed as China. In the past two quarters, the cold weather in the United States has also caused more and more people to be reluctant to go out and shop in front of their computers.

20 17, 1 quarter, the amount of American shopping in PC internet e-commerce increased by 14% year-on-year, reaching $77.8 billion. Among them, the number of shoppers increased by 2% to 229 million. The number of transactions was 943 million, a year-on-year increase of 5%. The purchase amount of a single user was USD 339, up by 65,438+02% year-on-year. The average amount of a single transaction was $82.5, up 9% year-on-year.

Which products of American e-commerce have the fastest sales growth in the past year? We see that the growth of jewelry watches, console games, toys, software, furniture, electrical appliances, books and other products is above 15%.

It can be seen from the e-commerce penetration rate and growth rate curve of the mobile terminal that jewelry, toys, games, music and movies are the fastest growing products on the mobile terminal.

Like China, more and more Americans buy clothes online. The growth rate of clothing in e-commerce is faster than that of the whole e-commerce industry. This is also the reason why the performance of large department store chain enterprises is constantly lower than expected.

Therefore, physical retail in the United States is getting worse and worse. It is expected that the physical retail stores closed this year will hit a new high in the past decade, and the employment rate in the US retail industry is also declining. Dianshi once analyzed that once the physical retail industry in the United States completely collapses, it will have a huge impact on the employment situation in the United States.

Among the most visited e-commerce websites in the United States, Amazon stands out, followed by Yi Bei, and Wal-Mart ranks third, followed by Apple, Target and The Home Depot.

Everyone talked a lot about Amazon Echo smart speakers. What do Americans do with it? 60% people use it to ask various questions, of which 57% are used to ask about the weather, 54% are used to listen to streaming music, 4 1% are used as alarm clocks, and 39% are used as memos. There are not many things really related to shopping.

The proportion of mobile terminals in the overall e-commerce is not high, only 22%, far lower than that of China. In the future, there is still a lot of room for growth in the e-commerce penetration rate of mobile terminals in the United States.

Especially when we see that the mobile terminal has accounted for 66% of our online browsing time, and the entire mobile e-commerce only accounts for 22%. Most people browse on the mobile side and finally place an order on the PC side. In the future, the share of the entire mobile terminal will inevitably increase significantly.