Clothing Business Operators Are Being Swallowed Up By Amazon, Which Will Be Useful For WAL-MART To Acquire Jet.

It is understood that

It cost US $3 billion to buy Jet.com, which is expected to help WAL-MART improve its backward business.

But the acquisition of Jet.com will not change the situation.

WAL-MART is constantly being devoured.

Electricity supplier market share, and clothing electricity supplier is precisely the largest electricity supplier market.

Below, the data from Statista show that Americans spent the most on clothing and accessories last year. The industry generated a total revenue of $63 billion 790 million in the US last year.

Statista predicts that the US electricity supplier clothing industry will continue to grow strongly and reach US $100 billion by 2019.

The problem is that WAL-MART's market share in clothing business has been seized by Amazon over the past two years.

Neither company has classified its sales according to the specific products, but a report by Cowen&Co, a market research firm, probably analyzed the sales performance of the two companies in the field of clothing.

Cowen's monthly consumer survey for us customers shows that Amazon's clothing business has increased by 27% over the past two years.

In the same period, the size of WAL-MART's electricity supplier declined by 2.1%, while Target (the second largest retail department store in the United States) fell by 1.3%.

Although WAL-MART's clothing business has increased by 12.4% over the past month, it may also be due to a decline in the same period last year.

What is even more impressive is that in the second quarter of 2014, Amazon's clothing electricity supplier market share was still the smallest, but now it has completely reversed the situation and is considered to be the undisputed hegemony of this electricity supplier field.

In addition, Amason has been expanding the proportion of clothing consumers in its overall customer base, but WAL-MART and Target have been in a state of stagnation, as shown in the following figure of Cowen&Co:

Now, the question is whether the acquisition of Jet.com can help WAL-MART expand its clothing business, but the answer seems to be No.

According to SliceIntelligence, a market research firm, Jet.com has an advantage over Amazon in its grocery and kitchen products market, and does not have enough strength to compete with Amazon's thriving clothing suppliers.

As shown in Slice's data graph below, clothing electricity supplier sales are the least competitive areas of Jet.com and Amazon competition.