News Brief: English
Summary
A DataWeave analysis reveals that Amazon’s prices have increased significantly more than those at Walmart and Target in 2024, largely due to third-party sellers being more vulnerable to tariff-driven cost increases.
Key Points
- Price Increases: As of September 2024, Amazon’s average prices rose 12.8%, compared to 5.5% at Target and 5.3% at Walmart.
- Category Breakdown: Across major categories like apparel, home goods, and electronics, Amazon’s price hikes were consistently higher than its competitors.
- Primary Reason: Third-party sellers, who constitute a large part of Amazon’s sales, lack the scale and leverage of large retailers to absorb tariff costs, forcing them to pass increases to consumers.
- Company Responses: Amazon claims its prices remain competitive and that the analysis is cherry-picked. Walmart and Target state they are working to minimize price hikes for customers.
- Economic Context: Tariffs are contributing to inflation, with the Fed estimating they add 0.5-0.6 percentage points to its preferred inflation gauge.
新闻简报：中文
总结
DataWeave的一项分析显示，由于第三方卖家更易受关税导致的成本上涨影响，亚马逊在2024年的价格上涨幅度显著超过沃尔玛和塔吉特。
关键点
- 价格上涨：截至2024年9月，亚马逊的平均价格上涨了12.8%，而塔吉特和沃尔玛的涨幅分别为5.5%和5.3%。
- 品类细分：在服装、家居用品和电子产品等主要类别中，亚马逊的涨价幅度 consistently 高于其竞争对手。
- 主要原因：构成亚马逊销售额大部分的第三方卖家缺乏大型零售商的规模和杠杆来吸收关税成本，因此不得不将增加的成本转嫁给消费者。
- 公司回应：亚马逊声称其价格仍具竞争力，并认为该分析是选择性取样。沃尔玛和塔吉特则表示正在努力为客户尽量减少涨价。
- 经济背景：关税正在加剧通货膨胀，美联储估计其导致其首选的通胀指标增加了0.5至0.6个百分点。
Original Article Link: https://www.cnbc.com/2025/11/05/amazon-target-walmart-raising-prices-tariffs.html