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來源于《商業》版塊
Schumpeter
熊彼特企業管理專欄
Tomato catch-up
番茄，快點走，再不快點就變成番茄醬了
Ocado wages a grocery war against Amazon, Walmart and Alibaba
Ocado與亞馬遜、沃爾瑪和阿里巴巴的雜貨大戰
Panic is sweeping through supermarket aisles. Profits are meagre, convenience is king, discounters are rife. Even Amazon, Walmart and Alibaba, the world’s three biggest retailers, are trembling. No one has fully mastered the art of selling groceries online. The business represents just 2.3%, or $160bn, of a worldwide grocery market of $7trn. As that share rises, as it will surely continue to, it could be life or death for some in the industry.
恐慌席卷了超市過道。利潤微薄、便利至上、折扣商店盛行。甚至連全球最大的三家零售商——亞馬遜、沃爾瑪和阿里巴巴都惶惶不安。沒有哪家完全掌握在線銷售雜貨的藝術。在線銷售僅占全球7萬億美元雜貨市場的2.3%，即1600億美元。隨著這一比例的上升(當然還會繼續上升)，對一些業內人士來說，這可能是生死攸關的大事。
In the midst of this mêlée is a fast-talking Brit, Tim Steiner. The firm he co-founded, Ocado, has shaken up the British online retail market, and it is trying to do the same internationally. By selling expertise from almost 20 years as a pioneering online grocer to supermarkets in America and elsewhere, he wants to help them become a fourth force in the industry—able to resist the big three.
一位花言巧語的英國人提姆·施坦納（Ocado的CEO、創始人之一）正處于這行混亂之間。他與人共同創立的公司Ocado已經撼動了英國的在線零售市場，并試圖在國際上做同樣的事情。他希望通過向美國和其他地方的超市出售自己在網上經營雜貨近20年的經驗，幫助他們成為這個行業的第四股力量——能夠抵抗三巨頭。
His patter is honed by a career battling doubters (an analyst once put him down with the quip: “Ocado begins with an ‘o’, ends with an ‘o’, and is worth zero”). Sceptics still harbour deep reservations. Though Ocado has more than tripled in value in the past two years to £7.5bn ($9.6bn), its share price has plunged recently. But his insurgency shows how the battle to dominate online groceries remains wide open. Ocado has as good a chance as anyone.
他的口頭禪是在職業生涯中與懷疑者的斗爭中磨練出來的（一位分析師曾用一句俏皮話來反駁他：“Ocado以o開頭，以o結尾，價值為0”)。持懷疑態度的人仍持保留態度。盡管Ocado的市值在過去兩年中增長了兩倍多，達到75億英鎊（合96億美元），但其股價最近大幅下跌。但提姆·施坦納的叛亂表明，爭奪在線雜貨業主導權的戰斗仍在繼續。Ocado和其他競爭者一樣有機會。
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