Platform Intelligence
Walmart
Walmart ezimakethe zokuthengiselana ku-inthanethi zezifunda ezingu-1: i-North America — i-GMV / isabelo / ukukhula / ukubekwa kusuka embikweni we-Top-5 wesif…
QAs a merchant, what do I need to care about?
Nine dimensions merchants should review before joining:
Merchant snapshot
I-marketplace yesithathu e-US, inzuzo yazo zonke iziteshi + izinto zokudla, izindleko ziphansi kakhulu kune-Amazon; kufanelekile kubathengisi abavuthiwe abawela imingcele abanekhaya lokugcina e-US/amandla okugcwaliseka kwasendaweni, kodwa i-ecosystem isabuthakathaka.
Entry requirements
Ukujoyina kwenziwa ngohlelo lokuhlola lwe-Marketplace: kudingeka ilayisensi yebhizinisi (inkampani yase-US noma inkampani yamazwe ngamazwe ehlangabezana nezimfanelo), ulwazi lwentela nohlelo lwezokuthutha, isikhathi sokuhlolwa side; ngo-2025 kukhona abathengisi abangaphezu kuka-200,000 kodwa kunesolelo lokuhamba kwabathengisi, futhi uhlelo lokukhuthaza abathengisi bangaphandle lwashintshwa buthule (Ecommerce Times). Ayikho imali yanyanga, ayikho imali ngento ngayinye (ukuqhathaniswa kwe-threecolts 2025.9); abathengisi bamazwe ngamazwe kudingeka bahlinzeke ngokugcwaliseka kwasendaweni e-US noma basebenzise i-WFS.
Fee structure
Ayikho imali yokubhalisa/yanyanga neyento ngayinye (per-item), kukhokhiswa kuphela i-referral fee ngokwezigaba: isib. izingubo (>$20) 15%, amakhompyutha 6%, izinsimbi zomculo 12%, amacartridge ephrinta 12% (threecolts 2025.9: kuyafana noma kuphansi kune-Amazon kwezigaba ezifanayo); izindleko zokugcwaliseka ze-WFS ziphansi kakhulu kune-FBA kwezinye izigaba (eminye imali iphansi cishe ngo-80%), kodwa ezintweni ezincane (<$10) i-FBA ingcono. Izikhangiso ze-Walmart Connect zibizwa ngokubhida. Ngokohlelo lwemali olusemthethweni.
Getting traffic
Ukusesha kwangaphakathi kwe-Walmart.com + izikhangiso ze-Walmart Connect (ukukhula cishe okuphindwe kasithupha kokuthengiswayo, na_platforms.md); amalungu e-Walmart+ nethrafikhi yezitolo ziyasebenzisana, ukugcwaliseka esitolo ngosuku olufanayo kufinyelela emindenini engu-93% yase-US; amakhasimende okuqala ekudleni ku-inthanethi e-US anwebela kwezokudla nasezikhangisweni. Umphumela wenkundla namathuluzi abathengisi abuthakathaka kune-Amazon, ithrafikhi yemvelo ilinganiselwe, umthengisi kudingeka eze namanani/ukukhethwa kwemikhiqizo okunenzuzo.
Fulfilment & logistics
I-WFS (Walmart Fulfillment Services) ibamba cishe ama-oda angu-45% e-marketplace (Q4 FY25); ukugcwaliseka kwazo zonke iziteshi kokuthi isitolo siyindawo yokugcina (ukulethwa ngosuku olufanayo/ukuzithathela) kungumehluko omkhulu; umthengisi angazithumela futhi (kudingeka ahlangabezane ne-SLA yesikhathi). Izindleko zokuthutha/zokugcina zibizwa ngokwevolumu nesikhathi (ikhasi elisemthethweni le-Pricing), i-Big & Bulky inemali eyengeziwe.
Payments & settlement
Inkundla iqoqa imali ndawonye, ikhokhelwa ngamadola; umthengisi ubopha i-akhawunti yasebhange yase-US noma abahlinzeki bezinsiza zokuthola imali bangaphandle (Payoneer/WorldFirst njll.); umjikelezo wokukhokhelwa unguya ngenqubomgomo yenkundla (ngokuvamile amasonto ambalwa); izindleko nezikhangiso zikhishwa ekukhokhelweni.
Compliance
Intela yokuthengisa yase-US ithathwa yinkundla noma umthengisi abhalise; imikhiqizo kudingeka ihambisane nezitifiketi zokuphepha ezifana ne-CPSC/CPC kanye nenqubomgomo yokwenqatshelwa ye-Walmart; izimpahla ze-WFS kudingeka zihambisane nemithetho yokupakisha nezinto eziyingozi; ngo-2025 kwethulwa amathuluzi abathengisi e-AI nemithetho emisha yokuxhumana nezitolo (Retail Dive). Inkundla ayidaluli i-GMV yase-US nenhlawulo yenzuzo yegatsha le-e-commerce, umthengisi kudingeka aziqaphele ukuphila kwe-akhawunti yakhe.
Key risks
1) I-ecosystem yabathengisi ibuthakathaka: izinsolo zokuhamba kwabathengisi nokulungiswa kohlelo lokukhuthaza kunciphisa umbiko wokungena esikhundleni se-Amazon; 2) ubukhulu be-3P buncane kakhulu kune-Amazon (i-3P icishe ibe ngu-10% kuphela we-GMV ye-e-commerce), umehluko usebenzile ekunothweni kwemikhiqizo namathuluzi/izikhangiso/izokuthutha; 3) idatha ayisobala: ayidaluli i-GMV yase-US (isilinganiso esingu-$15B kuphela se-3P, futhi siyaphikisana nosayizi ocatshangwayo wesabelo esingu-7%); 4) ingcindezi yezindleko zokugcwaliseka nokulethwa kanye nokulinganisa inzuzo (ukutshala okuqhubekayo kokulethwa kwehora elilodwa/nosuku olufanayo).
Best-fit sellers
Kufanelekile kubathengisi abakhulu naphakathi abawela imingcele asebene nendawo yokugcina e-US/amandla okuletha kwasendaweni, abathengisa izinto zokudla, izinto zasekhaya, izinto zansuku zonke, izinto zezinsana nezindwangu, njengesiteshi esengeziwe esinezindleko eziphansi ngaphandle kwe-Amazon; abathengisi abanochungechunge lokuhlinzeka lokudla banenzuzo yemvelo. Akufanelekile kwabaqalayo abancane abangenawo uhlelo lokugcwaliseka e-US, abafuna ukuqala ngokushesha, kanye namabrendi adinga amathuluzi abathengisi/ecosystem yezikhangiso enothile.
Sources
research/sections/na_platforms.md; 各地区电商平台Top5深度研究报告.md 第2章; https://threecolts.university/blog/walmart-vs-amazon-seller-fees; https://docs.m2ecloud.com/docs/walmart-seller-fees-explained/; https://ecommerce-times.com/walmart-marketplaces-rumored-seller-exodus-is-rattling-its-amazon-alternative-pitch/; https://www.businesswire.com/news/home/20250219052528/en/Walmart-reports-strong-revenue-of-4.1-up-5.3-in-constant-currency-cc-with-operating-income-growing-faster-at-8.3-or-9.4-adjusted-cc
QI-Walmart ifinyelela ku-Top 5 ezifundeni ziphi, futhi ibekwe kanjani?
I-Walmart ivela ohlwini lwe-Top-5 lwezifunda ezingu-1: i-North America.
Nweba: ithebula ledatha eligcwele ngesifunda (i-GMV / imali engenayo / isabelo / ukukhula / ukubekwa)
| Isifunda | # | I-GMV / imali engenayo | Isabelo | Ukukhula | Ukubekwa |
|---|---|---|---|---|---|
| INyakatho Melika | 3 | I-FY25 inani lemali engenayo $681B (+5.1%) | I-~7% US (Consumer Edge) | I-ecommerce yomhlaba jikelele i-+16% | I-Omnichannel + i-ecommerce yegrosa #1 e-US; Walmart + ubulungu; Ukugcwaliseka kwe-WFS |
QUkubekwa komncintiswano kuhluka kanjani ngesifunda?
- INyakatho Melika(#3):I-Omnichannel + i-ecommerce yegrosa #1 e-US; Walmart + ubulungu; Ukugcwaliseka kwe-WFS
QLobu bufakazi buvelaphi?
Inombolo ngayinye ithathwe embikweni we-Top-5 nasekuHlolweni kwemithombo yaleso sifunda. Akukho ukuguqulwa kwezifunda noma izilinganiso ezintsha: