{"id":4642,"date":"2022-10-26T11:02:37","date_gmt":"2022-10-26T16:02:37","guid":{"rendered":"https:\/\/willardmanrique.pe\/?p=4642"},"modified":"2022-10-27T12:53:53","modified_gmt":"2022-10-27T17:53:53","slug":"mercado-negro","status":"publish","type":"post","link":"https:\/\/willardmanrique.pe\/en\/2022\/10\/26\/mercado-negro\/","title":{"rendered":"Mercado Negro"},"content":{"rendered":"
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Walmart y Amazon, \u00bfc\u00f3mo va la pelea en medio de la inflaci\u00f3n?<\/h3><\/div>
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Por Willard Manrique<\/span><\/b>,\u00a0<\/span><\/i><\/b>\u00a0<\/span><\/p>\n

CEO de Grupo Crosland, Profesor del PAD Escuela de Direcci\u00f3n de la Universidad de Piura<\/span>.<\/span><\/i>\u00a0<\/span><\/p>\n

Aunque, en el pasado julio, el ligero retroceso de la inflaci\u00f3n norteamericana pareci<\/span>\u00f3 calmar las expectativas de los mercados<\/span>, la escasa mano de obra en dicho pa\u00eds se torna una nueva amenaza de recesi\u00f3n para esa econom\u00eda y la global. Pese a ello y la creciente inflaci\u00f3n que vivi\u00f3 EE.UU. en los \u00faltimos meses, \u00bfc\u00f3mo es posible que empresas como Walmart y Amazon hayan crecido?<\/span>\u00a0<\/span><\/p>\n

El cierre del primer trimestre del a\u00f1o trajo sorprendes resultados para Amazon. No solo porque tuvo el crecimiento m\u00e1s lento de la \u00faltima d\u00e9cada sino porque este gigante del comercio electr\u00f3nico registr\u00f3 su primera p\u00e9rdida en 7 a\u00f1os. La ca\u00edda en las ventas minoristas online, el precio del petr\u00f3leo, los problemas de suministros y log\u00edsticos influyeron en la p\u00e9rdida de valor de su acci\u00f3n. Pero ese periodo parece haber quedado atr\u00e1s.\u00a0<\/span>\u00a0<\/span><\/p>\n

Amazon super\u00f3 las estimaciones de ventas en su segundo trimestre. El mayor minorista online report<\/span>\u00f3 ventas netas por US$ 121.230 millones, superando los US$ 119.090 millones pronosticados por analistas. Una mejor gesti\u00f3n con los comercios que utilizan sus servicios para vender y enviar producto<\/span>s; as\u00ed como m\u00e1s ingresos de sus sucriptores Prime, habr\u00edan sostenido esta recuperaci\u00f3n. El incremento de tarifas de entrega y streaming Prime en Europa, hasta de un 43%, fueron el salvadidas. La compa\u00f1\u00eda mantiene su expectativa de crecimiento en ventas y aspira alcanzar los US$ 125 000 millones, pese al contexto norteamericano que posee una inflaci\u00f3n al rojo vivo.<\/span>\u00a0<\/span><\/p>\n

En la otra esquina, Walmart, cuyo negocio est\u00e1 concentrado en el mercado norteamericano. Este gigante minorista ha tenido una lectura del panorama local, de los reales y potenciales clientes, muy inteligente. A muchos sorprendi\u00f3 que pese al desafiante contexto econ\u00f3mico, sus ventas crecieron un 8,4% en el segundo trimestre (mayo-julio). Vendi\u00f3 US$ 152.859 millones de d\u00f3lares. \u00bfC\u00f3mo lo hizo?<\/span>\u00a0<\/span><\/p>\n

La inflaci\u00f3n en EE.UU. empuj\u00f3 un mayor gasto en alimentaci\u00f3n, con incrementos de precios que incluso superan el 10% en varias categor\u00edas. Lo que no muestran a primera vista estos cambios es que la necesidad de este tipo de gasto ha postergado el crecimiento de las ventas de ropa, art\u00edculos de hogar, electrodom\u00e9sticos y otros. Aunque Walmart crece en ventas; sus m\u00e1rgenes, no. Ello no solo porque la industria alimentaria ha sido la m\u00e1s sensible al crecimiento de los costos de insumos; sino porque otras categor\u00edas -que marginan m\u00e1s- han ca\u00eddo en ventas, oblig\u00e1ndolos a tener pol\u00edticas de descuentos y rebajas m\u00e1s agresivas para no tener sobre stocks.<\/span>\u00a0<\/span><\/p>\n

Aunque Walmart report\u00f3 que sus m\u00e1rgenes ven\u00edan cayendo, lo que le cost\u00f3 un descenso en el valor de sus acciones, tambi\u00e9n precis\u00f3 que el resultado acumulado de los primeros 6 meses del a\u00f1o muestra un crecimiento del 5.4% en ventas; y de 2.8% en beneficio neto.<\/span>\u00a0<\/span><\/p>\n

La principal diferencia entre ambos crecimientos de estos gigantes, Walmart y Amazon, radica en su estrategia comercial. Walmart se ha enfocado en atraer a nuevos clientes, de rentas altas, que no sol\u00edan serlo. Como lo indic\u00f3, Jhon David Rainey, vice presidente y director financiero de Walmart, m\u00e1s de las tres cuartas partes de la ganancia de la cuota de mercado en alimentaci\u00f3n proviene de hogares con ingresos superiores a los 100 mil d\u00f3lares anuales. Esto conllev\u00f3 a que piensen en nuevos portafolios y otros atributos y beneficios para sus membres\u00edas. Por ejemplo, Walmart ha llegado a un acuerdo con Paramount para ofrecer su servicio de televisi\u00f3n de pago por internet Paramount+ Essential Plan a los miembros de Walmart+, de forma gratuita.\u00a0<\/span>\u00a0<\/span><\/p>\n

El escenario inflacionario seguir\u00e1 imponiendo retos a la gesti\u00f3n comercial. La reconfiguraci\u00f3n de portafolios, ajustes en la propuesta de valor, desarrollo de nuevas referencias o SKUs, incursi\u00f3n en nuevos canales\u00a0 de venta, desarrollo de nuevos proveedores, cambios en los modelos de negocios y formas de financiamiento,\u00a0 entre otros, ser\u00e1n actualizados en todas las industrias y condicionar\u00e1n los resultados de un a\u00f1o, poco pronosticable todav\u00eda.\u00a0<\/span><\/p>\n<\/div>

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revisa la nota completa<\/span><\/i><\/a><\/div>
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<\/div><\/div><\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":4644,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_mi_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[133],"tags":[],"class_list":["post-4642","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-notas"],"yoast_head":"\nMercado Negro - Willard Manrique<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/willardmanrique.pe\/en\/2022\/10\/26\/mercado-negro\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Mercado Negro - Willard Manrique\" \/>\n<meta property=\"og:url\" content=\"https:\/\/willardmanrique.pe\/en\/2022\/10\/26\/mercado-negro\/\" \/>\n<meta property=\"og:site_name\" content=\"Willard Manrique\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-26T16:02:37+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-10-27T17:53:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/willardmanrique.pe\/wp-content\/uploads\/2022\/10\/walmart_amazon.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1202\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Willard Manrique\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Willard Manrique\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/\"},\"author\":{\"name\":\"Willard Manrique\",\"@id\":\"https:\/\/willardmanrique.pe\/#\/schema\/person\/5341186d124454865261f1dc3f296696\"},\"headline\":\"Mercado Negro\",\"datePublished\":\"2022-10-26T16:02:37+00:00\",\"dateModified\":\"2022-10-27T17:53:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/\"},\"wordCount\":2093,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/willardmanrique.pe\/#\/schema\/person\/5341186d124454865261f1dc3f296696\"},\"image\":{\"@id\":\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/willardmanrique.pe\/wp-content\/uploads\/2022\/10\/walmart_amazon.jpg\",\"articleSection\":[\"Notas\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/\",\"url\":\"https:\/\/willardmanrique.pe\/2022\/10\/26\/mercado-negro\/\",\"name\":\"Mercado Negro - 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