<p>在市场还未喝上早晨咖啡之前，亚马逊再次决定震撼杂货配送界。这家电子商务巨头通过其同日配送服务的巨大增长，发出了一个响亮的信号：它不仅仅是在参与杂货行业，而是目标是要主导这个市场。</p>
<p>当亚马逊在 <strong>2300 多个城市</strong> 展示其配送实力时，Instacart 的投资者们则焦急地观察，得出结论：竞争实在是过于激烈。</p>
<h2>同日杂货配送</h2>
<p>在宣布推出广泛的 <strong>亚马逊同日杂货配送服务</strong> 后，Instacart 的股票价值大幅下跌，该服务现已在美国 2300 多个城市和城镇提供。亚马逊和 Instacart 的竞争格局出现了新的变化，运营显著依赖于成为新鲜和易腐商品的主要配送合作伙伴。</p>
<p>此外，亚马逊已经透露计划在 2026 年前进一步扩大配送范围，这表明这不是一次试点，而是一项大规模的活动。</p>
<p>自 1 月以来，<strong>亚马逊的杂货销售增长了 30 倍</strong>，新鲜杂货产品现在占据了十种最常订购的同日商品中的九种。在大多数地区，Prime 客户在 <strong>订单超过 25 美元</strong> 时可享受免费同日配送，而非 Prime 用户每次可享受 <strong>12.99 美元</strong> 的标准收费。</p>
<p>亚马逊声称，自 8 月以来，其提供的易腐商品种类已 <strong>增加超过 30%</strong>，现在还包括价值数千美元的全食产品。他们还指出，包含新鲜杂货的同日订单的客户，定期购物的可能性几乎是那些不包含新鲜杂货客户的两倍。</p>
<p>全球亚马逊商店的首席执行官，<strong>Doug Herrington 表示</strong>，</p>
<blockquote>
<p>“亚马逊的同日配送在选择、价值和便利性方面，使全国各地的家庭购物变得更加轻松”。</p>
</blockquote>
<p>使命非常简单，就是让杂货购物变得更简单、更快捷、更方便。</p>
<h2>市场反应</h2>
<p>投资者的迅速反应导致 Instacart 的股票 <strong>下跌了 7%</strong>，因为对亚马逊在物流、履行和客户忠诚度方面快速主导的担忧加剧。Instacart 已经处于一个高压市场，利润微薄，客户保留成本高，且易于转换。亚马逊将 Prime 福利、全食库存和自身庞大配送网络结合在一起的场景，独立平台根本难以匹敌。</p>
<p>市场将亚马逊的扩张视为不仅仅是一个新产品，而是一项战略举措，可能会改变整个杂货配送的格局。对于依赖保护自己小市场不被大公司侵占的 Instacart 而言，这一事件使投资者重新思考其长期可持续性。</p>
<h2>结论</h2>
<p>Instacart 面临的竞争并不新鲜，但与物流巨头亚马逊竞争则是另一回事。在乐观的情况下，Instacart 将继续从与众多超市连锁合作中获益，这使客户能够接触到亚马逊无法提供的广泛产品。它在喜欢在特定商店购物的人群中也有着非常强的市场存在。</p>
<p>相反，即使这一切都是真的，如果亚马逊继续加快速度、降低成本，同时将杂货配送更多地纳入 Prime 服务中，这一切也将无关紧要。易腐商品的交易正在蓬勃发展，新的市场领域也为 2026 年做好了准备。Instacart 的命运将取决于其快速创新的能力，无论是通过定价、服务差异化，还是更深层次的零售整合。随着配送竞争的加剧，Instacart 仍在竞争中，但亚马逊的最新策略已经改变了游戏规则。</p>

CART

亚马逊每日 2 倍做多 ETF - Direxion

<p>亚马逊将其当日送货杂货服务扩展到超过 2300 个城市，导致 Instacart 的股票下跌了 7%。这一举措表明亚马逊意图主导杂货配送行业，挑战 Instacart 的市场地位。亚马逊的策略包括利用 Prime 会员福利和 Whole Foods 的库存，使独立平台难以竞争。Instacart 面临创新和差异化服务的压力，以维持其市场存在</p>

<p>Before the market even got to sip its morning coffee, Amazon once more decided to shake the grocery delivery world. The e-commerce titan, through a huge growth of its Same-Day service, sent a loud signal that it is not merely participating in the grocery sector but rather it is targeting to dominate it.</p>
<div class="lb-trans"><p>在市场还未喝上早晨咖啡之前，亚马逊再次决定震撼杂货配送界。这家电子商务巨头通过其同日配送服务的巨大增长，发出了一个响亮的信号：它不仅仅是在参与杂货行业，而是目标是要主导这个市场。</p>
</div><p>While Amazon was showcasing its delivery power in <strong>more than 2,300 cities</strong>, Instacart investors were watching anxiously, coming to the conclusion that the rivalry is way too competitive.</p>
<div class="lb-trans"><p>当亚马逊在 <strong>2300 多个城市</strong> 展示其配送实力时，Instacart 的投资者们则焦急地观察，得出结论：竞争实在是过于激烈。</p>
</div><h2>Same-Day Grocery Delivery</h2>
<div class="lb-trans"><h2>同日杂货配送</h2>
</div><p>The shares of Instacart experienced a significant drop in value after the announcement of the extensive <strong>Amazon Same-Day grocery delivery service</strong>, which is now available in more than 2,300 cities and towns across the U.S. There is a new twist in the competitive landscape for Amazon and Instacart, where the operations significantly depend on being the main delivery partner for fresh and perishable goods.</p>
<div class="lb-trans"><p>在宣布推出广泛的 <strong>亚马逊同日杂货配送服务</strong> 后，Instacart 的股票价值大幅下跌，该服务现已在美国 2300 多个城市和城镇提供。亚马逊和 Instacart 的竞争格局出现了新的变化，运营显著依赖于成为新鲜和易腐商品的主要配送合作伙伴。</p>
</div><p>Besides, Amazon has already revealed its plans to further enlarge the area of delivery by 2026, which indicates that this is not a trial but a large-scale campaign.</p>
<div class="lb-trans"><p>此外，亚马逊已经透露计划在 2026 年前进一步扩大配送范围，这表明这不是一次试点，而是一项大规模的活动。</p>
</div><p>Sales of <strong>groceries on Amazon have gone up to 30x</strong> since January, with the fresh grocery products now accounting for nine of the ten most-ordered Same-Day items. Prime customers get free Same-Day Delivery on their <strong>orders above $25</strong> in most areas, while non-Prime users can get the service for a <strong>standard charge of $12.99</strong> every time.</p>
<div class="lb-trans"><p>自 1 月以来，<strong>亚马逊的杂货销售增长了 30 倍</strong>，新鲜杂货产品现在占据了十种最常订购的同日商品中的九种。在大多数地区，Prime 客户在 <strong>订单超过 25 美元</strong> 时可享受免费同日配送，而非 Prime 用户每次可享受 <strong>12.99 美元</strong> 的标准收费。</p>
</div><p>Amazon claims that the variety of perishables it offers has <strong>increased by over 30%</strong> since August, and now it also includes whole foods products that are worth thousands of dollars. They also pointed out that customers who include fresh groceries in Same-Day orders are nearly twice as likely to shop regularly than those who don’t.</p>
<div class="lb-trans"><p>亚马逊声称，自 8 月以来，其提供的易腐商品种类已 <strong>增加超过 30%</strong>，现在还包括价值数千美元的全食产品。他们还指出，包含新鲜杂货的同日订单的客户，定期购物的可能性几乎是那些不包含新鲜杂货客户的两倍。</p>
</div><p>The CEO of Worldwide Amazon Stores, <strong>Doug Herrington said</strong>,</p>
<div class="lb-trans"><p>全球亚马逊商店的首席执行官，<strong>Doug Herrington 表示</strong>，</p>
</div><blockquote>
<p>“The selection, value, and convenience of Same-Day Delivery from Amazon makes grocery shopping that much easier for families across the country”.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“亚马逊的同日配送在选择、价值和便利性方面，使全国各地的家庭购物变得更加轻松”。</p>
</blockquote>
</div><p>The mission is very straightforward, which is to make grocery shopping simpler, quicker, and more convenient.</p>
<div class="lb-trans"><p>使命非常简单，就是让杂货购物变得更简单、更快捷、更方便。</p>
</div><h2>Market Reaction</h2>
<div class="lb-trans"><h2>市场反应</h2>
</div><p>The investors’ swift reactions caused a <strong>7% drop</strong> in Instacart’s stock as the concerns regarding Amazon’s fast-tracked dominance in logistics, fulfillment, and customer loyalty grew stronger. Instacart is already in a high-pressure market with low margins, expensive customer retention, and easy switching. The scenario where Amazon ties the Prime benefits, the Whole Foods inventory, and its own massive delivery network is simply hard to beat by independent platforms.</p>
<div class="lb-trans"><p>投资者的迅速反应导致 Instacart 的股票 <strong>下跌了 7%</strong>，因为对亚马逊在物流、履行和客户忠诚度方面快速主导的担忧加剧。Instacart 已经处于一个高压市场，利润微薄，客户保留成本高，且易于转换。亚马逊将 Prime 福利、全食库存和自身庞大配送网络结合在一起的场景，独立平台根本难以匹敌。</p>
</div><p>The market viewed Amazon’s expansion as not just a new offering, but as a strategic move, one that could change the entire grocery delivery scenario. For Instacart, which depends on protecting its small area from the big ones, this event makes investors rethink its long-term sustainability.</p>
<div class="lb-trans"><p>市场将亚马逊的扩张视为不仅仅是一个新产品，而是一项战略举措，可能会改变整个杂货配送的格局。对于依赖保护自己小市场不被大公司侵占的 Instacart 而言，这一事件使投资者重新思考其长期可持续性。</p>
</div><h2>Bottom Line</h2>
<div class="lb-trans"><h2>结论</h2>
</div><p>The competition for Instacart is not new, but competing with the logistics giant Amazon is another story altogether. In the bullish scenario, Instacart will continue to reap the rewards of working with a large number of supermarket chains, which gives customers access to a wide range of products that Amazon cannot provide. It also has a very strong presence in the market among the people who like doing their shopping at a particular store.</p>
<div class="lb-trans"><p>Instacart 面临的竞争并不新鲜，但与物流巨头亚马逊竞争则是另一回事。在乐观的情况下，Instacart 将继续从与众多超市连锁合作中获益，这使客户能够接触到亚马逊无法提供的广泛产品。它在喜欢在特定商店购物的人群中也有着非常强的市场存在。</p>
</div><p>On the contrary, even if all that is true, it will not count if Amazon is going to keep on getting faster, making it inexpensive, and at the same time incorporating delivery of groceries to be more of a Prime thing. Deals on perishables are booming, and new areas of the market are all set for the year 2026. The fate of Instacart will depend on its ability to innovate quickly, through pricing, service differentiation, or deeper retail integrations. Instacart is still in the race as the delivery competition intensifies, but Amazon’s latest strategy has moved the ground.</p>
<div class="lb-trans"><p>相反，即使这一切都是真的，如果亚马逊继续加快速度、降低成本，同时将杂货配送更多地纳入 Prime 服务中，这一切也将无关紧要。易腐商品的交易正在蓬勃发展，新的市场领域也为 2026 年做好了准备。Instacart 的命运将取决于其快速创新的能力，无论是通过定价、服务差异化，还是更深层次的零售整合。随着配送竞争的加剧，Instacart 仍在竞争中，但亚马逊的最新策略已经改变了游戏规则。</p>
</div>

亚马逊的当日送达杂货服务扩张对 Instacart 股票造成影响