沃尔玛困局:辉煌背后,谁在敲响警钟?

新浪财经
28 May

全球 零售业 正经历20世纪90年代以来最剧烈的范式重构: 电子商务 渗透率持续上扬,消费者决策链路从“货架争夺”转向“算法牵引”,供应链从成本中心升级为战略护城河。传统零售巨头面临三重挤压:Z世代对体验经济的诉求与规模化效率的冲突、ESG合规倒逼的供应链重构、生成式AI引发的渠道价值重估。沃尔玛作为全球营收规模最大的实体零售商,其转型路径折射出整个行业的集体焦虑:如何在坚守规模优势的同时,完成从...

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