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2012年股东大会 · 巴芒点评亚马逊公司对零售业的影响

40 段 · 3 位说话人 · 原片 3:49
M1
M10:00

确实,过去你们有些投资受技术影响非常大,不管是报纸业还是 World Book。

It is true that in the past, some of your investments have been greatly affected by technology, in newspapers or World Book.

还有没有别的业务,是你们担心会受到技术影响的?

Are there other businesses where you're concerned about technology affecting them?

比如说,你知道,Amazon 或者线上杂货店,会不会间接影响像 McLane 这样的业务?

For example, you know, Amazon or online grocery stores, could they affect a business indirectly like McLane?
M2
M20:18

Amazon 这家公司很难看透。

Amazon's a tough one to figure.

我的意思是,Amazon 可能会影响很多公司,而这些公司今天还觉得自己不会受影响。

I mean, Amazon, it could affect a lot of businesses that don't think they're going to be affected today.

我是说,在零售这个领域,它体量巨大,是个非常强的巨头。

I mean, in the retailing area, it's huge, it's a powerhouse.

我觉得它不会影响 Nebraska Furniture Mart,但我觉得它可能会影响我们手上的其他一些零售业务。

I don't think it's going to affect the Nebraska Furniture Mart, but I think it could affect some of the other retailing operations that we have.

它不会影响 Nebraska Furniture Mart。

It won't affect the Nebraska Furniture Mart.

我得向大家报告一下,这周前四天,也就是周二、周三、周四和周五,我们 Furniture Mart 的业务比去年同期大概增长了百分之十一。

I should report to you that in the first 4 days, Tuesday, Wednesday, Thursday, and Friday of this week, our business at the Furniture Mart is up about 11% over last year.

所以你们大家都尽到自己那份力了。

So you people are doing your part.

就在这儿。

Here.
M3
M31:02

我们有一个——

We had a—.
M2
M21:02

周二那天,我们做了六百多万美元的生意。

On Tuesday, we did over $6 million of business.

现在,在座各位如果是做零售的,想想看,一个星期二就能做到六百万美元以上的销售额——我们明天,哦不,今天可能还会做得更多。

Now, those of you who are in the retailing business, thinking about a Tuesday and $6 million plus of volume—we'll do more probably tomorrow—today.

不过,不过那真的是非常非常大的销售量。

But, but those are huge, huge volumes.

而且我们还要去——我们过几年还要去 Dallas。

And we're going to go to—we're going to go to Dallas here, uh, in a couple of years.

我们在那边有一块四百三十三英亩的地,我觉得我们会开一家店,让我们过去创造的任何纪录看起来都不值一提。

We've got a 433-acre plot of ground down there, and I think we're going to have a store that will make any records we've set in the past look like nothing.

不过说回 Amazon,从这个角度看——GEICO 就深受互联网影响,而一开始我们错过了这一点。

Going back to Amazon, though, in terms—GEICO was very affected by the internet, and at first we missed that.

我的意思是,GEICO 的历史挺有意思的。

I mean, we were—GEICO's got an interesting history.

最初它是靠邮件做业务的,如果你回到三十年代末、四十年代初去看,那时候它非常成功。

It was mail originally, if you go back into the late '30s and early '40s, and it was very successful.

后来它转向了电视,虽然也没有完全放弃 direct mail,但确实是大规模转向了电视。

And then it moved, not leaving direct mail totally behind, but it moved to television big time.

再后来互联网出现了,我一开始以为只有年轻人才会在网上查报价,你知道,我自己反正肯定不会那么做。

And then the internet came along, and it—I thought originally that only young people would look for quotes on the internet, and that, you know, I mean, I never would have done it.

我大概会拿着那种转盘电话打过去,你知道,还得先听接线员说一句 number please,然后一直就这么去问 GEICO 的报价。

I would have been calling on a rotary dial phone, you know, and saying, well, they said number please first, to get my quote on GEICO forever.

但后来真的发生了巨大的变化,你知道,大家都转到互联网上去了。

But it just changed dramatically, you know, to the internet.

所以事情的确会发生非常重大的变化,如果消费者发现了某种他们更喜欢的新方式——而 Amazon 已经取得了不可思议的成功。

So things do change very significantly, and if the consumer finds something that they like to do better in some new way—and Amazon has been an incredible success.

你很难找到跟 Amazon 做过交易、但对这次购物体验不满意的人。

It's very hard to find people who have done business with Amazon that are unhappy about the transaction.

他们有很多满意的客户。

They have happy customers.

而且,你知道,一家拥有几千万、几千万满意客户的企业,可以把这些客户引向新的商品,然后,你知道,它就会成为一个巨头,我觉得它可能会影响很多企业。

And, you know, a business that has millions and millions of happy customers can introduce them to new items and then, you know, and it will be a powerhouse, and I think it could affect a lot of businesses.

这一点我很难判断清楚。

It's hard for me to figure out.
M3
M32:58

我觉得它几乎肯定会重创很多企业。

I think it's almost sure to hurt a lot of businesses a lot.

对。

Yeah.
M2
M23:05

Charlie,你觉得它会对哪些公司伤害最大?

Which ones do you think it'll hurt the most, Charlie?
M3
M33:07

嗯,凡是那种用家里的电脑,或者说用 iPad,就能很容易买到的东西,都会受影响。

Well, anything that can be easily bought by using a home computer, or an iPad for that matter.
M2
M23:20

你觉得它会伤害到我们旗下的哪些业务?

Which of our businesses do you think it can hurt?
M3
M33:23

反正我自己是不会去买那些东西的,因为我这个人习惯很难改。

I won't be buying the stuff because I'm habit-bound.

再说了,我几乎从来不买任何东西。

Besides, I almost never buy anything.

不过,不过我觉得它会对很多人造成非常大的影响。

But, but I think it will hugely affect a lot of people.

我觉得这对大多数零售商来说都很糟糕。

I think it's terrible for most retailers.

不是有一点糟糕,是真的非常糟糕。

Not slightly terrible, really terrible.
M2
M23:46

好,带着这么个让人振奋的判断,我们来看第十个提问点。

Well, with that cheerful assessment, we'll go to station 10.