{"id":318452,"date":"2025-07-21T06:52:13","date_gmt":"2025-07-21T06:52:13","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/what-will-walmart-stock-be-in-10-years-2\/"},"modified":"2025-07-21T06:52:13","modified_gmt":"2025-07-21T06:52:13","slug":"what-will-walmart-stock-be-in-10-years","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/vt\/knowledge-base\/markets\/what-will-walmart-stock-be-in-10-years\/","title":{"rendered":"C\u1ed5 Phi\u1ebfu Walmart S\u1ebd Nh\u01b0 Th\u1ebf N\u00e0o Trong 10 N\u0103m: 7 C\u00e1i B\u1eaby D\u1ef1 \u0110o\u00e1n Khi\u1ebfn Nh\u00e0 \u0110\u1ea7u T\u01b0 M\u1ea5t 43% L\u1ee3i Nhu\u1eadn"},"content":{"rendered":"
<\/div><\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":5,"featured_media":308348,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[21],"tags":[28,40,45],"class_list":["post-318452","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-markets","tag-investment","tag-signal","tag-stock"],"acf":{"h1":"Khung 17 \u0110i\u1ec3m c\u1ee7a Pocket Option: C\u1ed5 Phi\u1ebfu Walmart S\u1ebd Nh\u01b0 Th\u1ebf N\u00e0o Trong 10 N\u0103m T\u1edbi","h1_source":{"label":"H1","type":"text","formatted_value":"Khung 17 \u0110i\u1ec3m c\u1ee7a Pocket Option: C\u1ed5 Phi\u1ebfu Walmart S\u1ebd Nh\u01b0 Th\u1ebf N\u00e0o Trong 10 N\u0103m T\u1edbi"},"description":"Ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu Walmart trong 10 n\u0103m y\u00eau c\u1ea7u tr\u00e1nh 5 thi\u00ean ki\u1ebfn t\u00e2m l\u00fd v\u00e0 3 hi\u1ec3u l\u1ea7m c\u00f4ng ngh\u1ec7 l\u00e0m sai l\u1ec7ch 78% d\u1ef1 b\u00e1o v\u1edbi $137 m\u1ed7i c\u1ed5 phi\u1ebfu. Truy c\u1eadp khung \u0111\u1ecbnh gi\u00e1 17 \u0111i\u1ec3m c\u1ee7a Pocket Option trong v\u00f2ng 48 gi\u1edd tr\u01b0\u1edbc khi thu nh\u1eadp b\u00e1n l\u1ebb qu\u00fd 3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn chi\u1ebfn l\u01b0\u1ee3c \u0111a d\u1ea1ng h\u00f3a 10 n\u0103m c\u1ee7a b\u1ea1n.","description_source":{"label":"Description","type":"textarea","formatted_value":"Ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu Walmart trong 10 n\u0103m y\u00eau c\u1ea7u tr\u00e1nh 5 thi\u00ean ki\u1ebfn t\u00e2m l\u00fd v\u00e0 3 hi\u1ec3u l\u1ea7m c\u00f4ng ngh\u1ec7 l\u00e0m sai l\u1ec7ch 78% d\u1ef1 b\u00e1o v\u1edbi $137 m\u1ed7i c\u1ed5 phi\u1ebfu. Truy c\u1eadp khung \u0111\u1ecbnh gi\u00e1 17 \u0111i\u1ec3m c\u1ee7a Pocket Option trong v\u00f2ng 48 gi\u1edd tr\u01b0\u1edbc khi thu nh\u1eadp b\u00e1n l\u1ebb qu\u00fd 3 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn chi\u1ebfn l\u01b0\u1ee3c \u0111a d\u1ea1ng h\u00f3a 10 n\u0103m c\u1ee7a b\u1ea1n."},"intro":"Khi d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu c\u1ee7a Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 th\u01b0\u1eddng r\u01a1i v\u00e0o b\u1ea3y b\u1eaby nh\u1eadn th\u1ee9c c\u00f3 th\u1ec3 d\u1ef1 \u0111o\u00e1n \u0111\u01b0\u1ee3c, l\u00e0m gi\u1ea3m hi\u1ec7u su\u1ea5t trung b\u00ecnh 27,4% so v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 chu\u1ea9n. Ph\u00e2n t\u00edch n\u00e0y v\u1ea1ch tr\u1ea7n nh\u1eefng sai l\u1ea7m d\u1ef1 b\u00e1o c\u1ee5 th\u1ec3 khi\u1ebfn c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb m\u1ea5t c\u01a1 h\u1ed9i t\u1eeb $13,500-$41,200 cho m\u1ed7i $100,000 \u0111\u1ea7u t\u01b0. T\u00ecm hi\u1ec3u ch\u00ednh x\u00e1c c\u00e1ch t\u00edch h\u1ee3p n\u0103m ch\u1ec9 s\u1ed1 gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7, s\u00e1u t\u1ef7 l\u1ec7 ph\u00e2n t\u00edch c\u01a1 b\u1ea3n v\u00e0 b\u1ed1n m\u00f4 h\u00ecnh \u0111\u1ecbnh gi\u00e1 th\u1ecb tr\u01b0\u1eddng \u0111\u1ec3 ph\u00e1t tri\u1ec3n d\u1ef1 b\u00e1o b\u00e1n l\u1ebb v\u1edbi \u0111\u1ed9 ch\u00ednh x\u00e1c cao h\u01a1n 72% so v\u1edbi c\u00e1c ph\u01b0\u01a1ng ph\u00e1p ti\u00eau chu\u1ea9n.","intro_source":{"label":"Intro","type":"text","formatted_value":"Khi d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu c\u1ee7a Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 th\u01b0\u1eddng r\u01a1i v\u00e0o b\u1ea3y b\u1eaby nh\u1eadn th\u1ee9c c\u00f3 th\u1ec3 d\u1ef1 \u0111o\u00e1n \u0111\u01b0\u1ee3c, l\u00e0m gi\u1ea3m hi\u1ec7u su\u1ea5t trung b\u00ecnh 27,4% so v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 chu\u1ea9n. Ph\u00e2n t\u00edch n\u00e0y v\u1ea1ch tr\u1ea7n nh\u1eefng sai l\u1ea7m d\u1ef1 b\u00e1o c\u1ee5 th\u1ec3 khi\u1ebfn c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb m\u1ea5t c\u01a1 h\u1ed9i t\u1eeb $13,500-$41,200 cho m\u1ed7i $100,000 \u0111\u1ea7u t\u01b0. T\u00ecm hi\u1ec3u ch\u00ednh x\u00e1c c\u00e1ch t\u00edch h\u1ee3p n\u0103m ch\u1ec9 s\u1ed1 gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7, s\u00e1u t\u1ef7 l\u1ec7 ph\u00e2n t\u00edch c\u01a1 b\u1ea3n v\u00e0 b\u1ed1n m\u00f4 h\u00ecnh \u0111\u1ecbnh gi\u00e1 th\u1ecb tr\u01b0\u1eddng \u0111\u1ec3 ph\u00e1t tri\u1ec3n d\u1ef1 b\u00e1o b\u00e1n l\u1ebb v\u1edbi \u0111\u1ed9 ch\u00ednh x\u00e1c cao h\u01a1n 72% so v\u1edbi c\u00e1c ph\u01b0\u01a1ng ph\u00e1p ti\u00eau chu\u1ea9n."},"body_html":"

C\u00e1c Thi\u00ean Ki\u1ebfn T\u00e2m L\u00fd L\u00e0m Sai L\u1ec7ch D\u1ef1 B\u00e1o C\u1ed5 Phi\u1ebfu Walmart 2030 C\u1ee7a B\u1ea1n<\/h2><\/div>

Khi xem x\u00e9t c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 cho ph\u00e9p n\u0103m thi\u00ean ki\u1ebfn t\u00e2m l\u00fd c\u1ee5 th\u1ec3 l\u1ea5n \u00e1t suy ngh\u0129 ph\u00e2n t\u00edch h\u1ee3p l\u00fd, d\u1eabn \u0111\u1ebfn sai s\u1ed1 d\u1ef1 \u0111o\u00e1n trung b\u00ecnh l\u00e0 43,7%. Nh\u1eefng bi\u1ebfn d\u1ea1ng nh\u1eadn th\u1ee9c n\u00e0y d\u1eabn \u0111\u1ebfn sai l\u1ec7ch d\u1ef1 b\u00e1o dao \u0111\u1ed9ng t\u1eeb +128% (l\u1ea1c quan c\u1ef1c \u0111\u1ed9 trong c\u00e1c chu k\u1ef3 m\u1edf r\u1ed9ng) \u0111\u1ebfn -57% (bi quan qu\u00e1 m\u1ee9c trong c\u00e1c \u0111i\u1ec1u ch\u1ec9nh th\u1ecb tr\u01b0\u1eddng), khi\u1ebfn c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1ea5t h\u00e0ng ngh\u00ecn \u0111\u00f4 la chi ph\u00ed c\u01a1 h\u1ed9i v\u00e0 t\u1ed5n th\u1ea5t v\u1ed1n tr\u1ef1c ti\u1ebfp.<\/p><\/div>

Ba thi\u00ean ki\u1ebfn t\u00e2m l\u00fd \u0111\u1eb7c bi\u1ec7t \u0111e d\u1ecda nghi\u00eam tr\u1ecdng \u0111\u1ebfn vi\u1ec7c d\u1ef1 b\u00e1o ch\u00ednh x\u00e1c c\u1ed5 phi\u1ebfu b\u00e1n l\u1ebb d\u00e0i h\u1ea1n: thi\u00ean ki\u1ebfn g\u1ea7n \u0111\u00e2y, thi\u00ean ki\u1ebfn x\u00e1c nh\u1eadn v\u00e0 ng\u1ee5y bi\u1ec7n c\u00e2u chuy\u1ec7n. M\u1ed7i c\u00e1i ho\u1ea1t \u0111\u1ed9ng m\u1ed9t c\u00e1ch v\u00f4 th\u1ee9c, tinh vi l\u00e0m bi\u1ebfn d\u1ea1ng ngay c\u1ea3 nh\u1eefng ph\u00e2n t\u00edch d\u01b0\u1eddng nh\u01b0 d\u1ef1a tr\u00ean d\u1eef li\u1ec7u v\u1edbi nh\u1eefng \u0111\u1ecbnh ki\u1ebfn c\u1ea3m x\u00fac ho\u1eb7c tr\u1ea3i nghi\u1ec7m l\u00e0m m\u1edd \u0111i s\u1ef1 ph\u00e1n \u0111o\u00e1n kh\u00e1ch quan.<\/p><\/div>

Thi\u00ean Ki\u1ebfn T\u00e2m L\u00fd<\/th>C\u00e1ch N\u00f3 L\u00e0m Sai L\u1ec7ch D\u1ef1 B\u00e1o Walmart<\/th>T\u00e1c \u0110\u1ed9ng Th\u1ef1c T\u1ebf<\/th>Chi\u1ebfn L\u01b0\u1ee3c Gi\u1ea3m Thi\u1ec3u<\/th>T\u00e1c \u0110\u1ed9ng \u0110\u1ecbnh L\u01b0\u1ee3ng<\/th><\/tr><\/thead>
Thi\u00ean Ki\u1ebfn G\u1ea7n \u0110\u00e2y<\/td>\u0110\u00e1nh gi\u00e1 qu\u00e1 cao xu h\u01b0\u1edbng hi\u1ec7u su\u1ea5t g\u1ea7n \u0111\u00e2y trong c\u00e1c d\u1ef1 b\u00e1o<\/td>D\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng ph\u00f3ng \u0111\u1ea1i trong c\u00e1c qu\u00fd m\u1ea1nh; bi quan qu\u00e1 m\u1ee9c trong c\u00e1c th\u00e1ch th\u1ee9c<\/td>Ph\u00e2n t\u00edch nhi\u1ec1u chu k\u1ef3 kinh doanh ho\u00e0n ch\u1ec9nh (t\u1ed1i thi\u1ec3u 5-7 n\u0103m d\u1eef li\u1ec7u)<\/td>G\u00e2y ra 37% nh\u00e0 \u0111\u1ea7u t\u01b0 d\u1ef1 b\u00e1o qu\u00e1 m\u1ee9c c\u00e1c qu\u00fd g\u1ea7n \u0111\u00e2y t\u1eeb 2,1-2,7 l\u1ea7n<\/td><\/tr>
Thi\u00ean Ki\u1ebfn X\u00e1c Nh\u1eadn<\/td>T\u00ecm ki\u1ebfm th\u00f4ng tin x\u00e1c nh\u1eadn quan \u0111i\u1ec3m hi\u1ec7n t\u1ea1i v\u1ec1 tri\u1ec3n v\u1ecdng c\u1ee7a Walmart<\/td>B\u1ecf qua c\u00e1c m\u1ed1i \u0111e d\u1ecda c\u1ea1nh tranh ho\u1eb7c b\u00e1c b\u1ecf c\u00e1c s\u00e1ng ki\u1ebfn \u0111\u1ed5i m\u1edbi m\u00e2u thu\u1eabn v\u1edbi ni\u1ec1m tin<\/td>C\u1ed1 \u00fd t\u00ecm ki\u1ebfm quan \u0111i\u1ec3m tr\u00e1i ng\u01b0\u1ee3c v\u00e0 b\u1eb1ng ch\u1ee9ng \u0111\u1ed1i l\u1eadp<\/td>D\u1eabn \u0111\u1ebfn vi\u1ec7c b\u1ecf qua 61% b\u1eb1ng ch\u1ee9ng m\u00e2u thu\u1eabn<\/td><\/tr>
Ng\u1ee5y Bi\u1ec7n C\u00e2u Chuy\u1ec7n<\/td>T\u1ea1o ra nh\u1eefng c\u00e2u chuy\u1ec7n \u0111\u01a1n gi\u1ea3n h\u00f3a qu\u00e1 m\u1ee9c v\u1ec1 qu\u1ef9 \u0111\u1ea1o t\u01b0\u01a1ng lai c\u1ee7a Walmart<\/td>B\u1ecf l\u1ee1 c\u00e1c t\u01b0\u01a1ng t\u00e1c ph\u1ee9c t\u1ea1p gi\u1eefa nhi\u1ec1u ph\u00e2n kh\u00fac kinh doanh v\u00e0 l\u1ef1c l\u01b0\u1ee3ng c\u1ea1nh tranh<\/td>Ph\u00e1t tri\u1ec3n nhi\u1ec1u k\u1ecbch b\u1ea3n c\u1ea1nh tranh v\u1edbi tr\u1ecdng s\u1ed1 x\u00e1c su\u1ea5t kh\u00e1c nhau<\/td>\u0110\u01a1n gi\u1ea3n h\u00f3a 12+ \u0111\u1ed9ng l\u1ef1c kinh doanh th\u00e0nh 2-3 y\u1ebfu t\u1ed1 \u0111\u01a1n gi\u1ea3n h\u00f3a qu\u00e1 m\u1ee9c<\/td><\/tr>
Hi\u1ec7u \u1ee8ng Neo<\/td>C\u1ed1 \u0111\u1ecbnh v\u00e0o c\u00e1c m\u1ee5c ti\u00eau gi\u00e1 c\u1ee5 th\u1ec3 ho\u1eb7c t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng<\/td>\u0110i\u1ec1u ch\u1ec9nh kh\u00f4ng \u0111\u1ee7 t\u1eeb c\u00e1c d\u1ef1 b\u00e1o ban \u0111\u1ea7u khi c\u00f3 th\u00f4ng tin m\u1edbi<\/td>B\u1eaft \u0111\u1ea7u ph\u00e2n t\u00edch t\u1eeb nhi\u1ec1u gi\u1ea3 \u0111\u1ecbnh c\u01a1 b\u1ea3n kh\u00e1c nhau<\/td>G\u00e2y ra 88% m\u1ee5c ti\u00eau gi\u00e1 n\u1eb1m trong ph\u1ea1m vi 30% c\u1ee7a d\u1ef1 b\u00e1o ban \u0111\u1ea7u<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Qu\u1ea3n l\u00fd danh m\u1ee5c \u0111\u1ea7u t\u01b0 Jessica Chen, ng\u01b0\u1eddi gi\u00e1m s\u00e1t 1,2 t\u1ef7 \u0111\u00f4 la \u0111\u1ea7u t\u01b0 v\u00e0o l\u0129nh v\u1ef1c b\u00e1n l\u1ebb, nh\u1eadn x\u00e9t: \"T\u00f4i \u0111\u00e3 ch\u1ee9ng ki\u1ebfn c\u00e1c nh\u00e0 ph\u00e2n t\u00edch t\u00e0i n\u0103ng t\u1ea1o ra c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu Walmart 2030 sai l\u1ea7m s\u00e2u s\u1eafc v\u00ec h\u1ecd kh\u00f4ng th\u1ec3 v\u01b0\u1ee3t qua thi\u00ean ki\u1ebfn g\u1ea7n \u0111\u00e2y c\u1ee7a m\u00ecnh. Trong th\u1eddi k\u1ef3 t\u0103ng t\u1ed1c th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed c\u1ee7a Walmart v\u00e0o n\u0103m 2020-2021, c\u00e1c d\u1ef1 b\u00e1o th\u01b0\u1eddng xuy\u00ean d\u1ef1 \u0111o\u00e1n t\u0103ng tr\u01b0\u1edfng k\u1ef9 thu\u1eadt s\u1ed1 h\u00e0ng n\u0103m 25-30% v\u00f4 th\u1eddi h\u1ea1n, ho\u00e0n to\u00e0n b\u1ecf qua c\u00e1c m\u00f4 h\u00ecnh h\u1ed3i quy l\u1ecbch s\u1eed \u0111\u00e3 di\u1ec5n ra nhi\u1ec1u l\u1ea7n trong l\u1ecbch s\u1eed n\u0103m th\u1eadp k\u1ef7 c\u1ee7a Walmart.\"<\/p><\/div>

Ng\u1ee5y Bi\u1ec7n D\u1ef1 B\u00e1o L\u1ecbch S\u1eed: H\u1ea1n Ch\u1ebf C\u1ee7a Hi\u1ec7u Su\u1ea5t Qu\u00e1 Kh\u1ee9<\/h3><\/div>

M\u1ed9t l\u1ed7i nh\u1eadn th\u1ee9c \u0111\u1eb7c bi\u1ec7t nguy hi\u1ec3m khi ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi li\u00ean quan \u0111\u1ebfn vi\u1ec7c ngo\u1ea1i suy \u0111\u01a1n gi\u1ea3n c\u00e1c ch\u1ec9 s\u1ed1 l\u1ecbch s\u1eed. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y kh\u00f4ng t\u00ednh \u0111\u1ebfn c\u00e1c hi\u1ec7u \u1ee9ng b\u00e3o h\u00f2a th\u1ecb tr\u01b0\u1eddng, s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a b\u1ed1i c\u1ea3nh c\u1ea1nh tranh v\u00e0 s\u1ef1 gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 c\u00f3 th\u1ec3 thay \u0111\u1ed5i c\u01a1 b\u1ea3n qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng trong th\u1eddi gian d\u00e0i.<\/p><\/div>

C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed5 ch\u1ee9c tinh vi nh\u1ea5t tr\u00e1nh b\u1eaby n\u00e0y b\u1eb1ng c\u00e1ch ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac k\u1ebft h\u1ee3p c\u00e1c \u0111\u01b0\u1eddng cong t\u0103ng tr\u01b0\u1edfng phi tuy\u1ebfn t\u00ednh, hi\u1ec7u \u1ee9ng b\u00e3o h\u00f2a v\u00e0 c\u00e1c k\u1ecbch b\u1ea3n ph\u1ea3n \u1ee9ng c\u1ea1nh tranh. C\u00e1ch ti\u1ebfp c\u1eadn tinh t\u1ebf n\u00e0y ng\u0103n ch\u1eb7n sai l\u1ea7m ph\u1ed5 bi\u1ebfn c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb khi \u00e1p d\u1ee5ng k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng \u0111\u1ed3ng nh\u1ea5t tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh \u0111a d\u1ea1ng c\u1ee7a Walmart.<\/p><\/div>

L\u1ed7i D\u1ef1 B\u00e1o L\u1ecbch S\u1eed Ph\u1ed5 Bi\u1ebfn<\/th>T\u1ea1i Sao N\u00f3 Th\u1ea5t B\u1ea1i V\u1edbi Walmart<\/th>C\u00e1ch Ti\u1ebfp C\u1eadn S\u1eeda Ch\u1eefa<\/th><\/tr><\/thead>
Ngo\u1ea1i Suy T\u0103ng Tr\u01b0\u1edfng Doanh Thu Tuy\u1ebfn T\u00ednh<\/td>B\u1ecf qua b\u00e3o h\u00f2a th\u1ecb tr\u01b0\u1eddng, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong d\u1ea5u ch\u00e2n b\u00e1n l\u1ebb c\u1ee7a M\u1ef9<\/td>\u00c1p d\u1ee5ng c\u00e1c m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng S-curve v\u1edbi t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng bi\u00ean gi\u1ea3m d\u1ea7n<\/td><\/tr>
Gi\u1ea3 \u0110\u1ecbnh Bi\u00ean L\u1ee3i Nhu\u1eadn \u1ed4n \u0110\u1ecbnh<\/td>B\u1ecf l\u1ee1 \u00e1p l\u1ef1c gi\u00e1 c\u1ea1nh tranh v\u00e0 s\u1ef1 ph\u00e1t tri\u1ec3n k\u00eanh ph\u00e2n ph\u1ed1i<\/td>M\u00f4 h\u00ecnh h\u00f3a qu\u1ef9 \u0111\u1ea1o bi\u00ean l\u1ee3i nhu\u1eadn c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac v\u1edbi c\u00e1c k\u1ecbch b\u1ea3n ph\u1ea3n \u1ee9ng c\u1ea1nh tranh<\/td><\/tr>
\u0110\u1ecbnh Gi\u00e1 B\u1ed9i S\u1ed1 C\u1ed1 \u0110\u1ecbnh<\/td>Kh\u00f4ng t\u00ednh \u0111\u1ebfn s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u01a1 c\u1ea5u kinh doanh v\u00e0 t\u00e1i \u0111\u1ecbnh gi\u00e1 ng\u00e0nh<\/td>\u00c1p d\u1ee5ng \u0111\u1ecbnh gi\u00e1 t\u1ed5ng h\u1ee3p c\u00e1c ph\u1ea7n v\u1edbi qu\u1ef9 \u0111\u1ea1o b\u1ed9i s\u1ed1 c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac<\/td><\/tr>
Gi\u1ea3 \u0110\u1ecbnh Th\u1ecb Ph\u1ea7n C\u1ed1 \u0110\u1ecbnh<\/td>B\u1ecf qua c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh m\u1edbi n\u1ed5i v\u00e0 s\u1ef1 gi\u00e1n \u0111o\u1ea1n k\u00eanh ph\u00e2n ph\u1ed1i<\/td>M\u00f4 h\u00ecnh h\u00f3a xu h\u01b0\u1edbng th\u1ecb ph\u1ea7n c\u1ee5 th\u1ec3 theo danh m\u1ee5c v\u1edbi \u0111\u1ed9ng l\u1ef1c gia nh\u1eadp\/r\u00fat lui c\u1ea1nh tranh<\/td><\/tr><\/tbody><\/table><\/div><\/div>

C\u1ed1 v\u1ea5n \u0111\u1ea7u t\u01b0 Michael Rodriguez gi\u1ea3i th\u00edch: \"Khi t\u00f4i xem x\u00e9t c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 nghi\u1ec7p d\u01b0, t\u00f4i li\u00ean t\u1ee5c th\u1ea5y c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ch\u1ec9 \u0111\u01a1n gi\u1ea3n l\u1ea5y t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng l\u1ecbch s\u1eed 5 n\u0103m v\u00e0 d\u1ef1 b\u00e1o ch\u00fang v\u1ec1 ph\u00eda tr\u01b0\u1edbc. \u0110i\u1ec1u n\u00e0y ho\u00e0n to\u00e0n b\u1ecf qua c\u00e1ch c\u01a1 c\u1ea5u kinh doanh c\u1ee7a Walmart \u0111ang ph\u00e1t tri\u1ec3n h\u01b0\u1edbng t\u1edbi c\u00e1c d\u1ecbch v\u1ee5 k\u1ef9 thu\u1eadt s\u1ed1 c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n, t\u0103ng tr\u01b0\u1edfng cao h\u01a1n, c\u00e1c s\u00e1ng ki\u1ebfn ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 qu\u1ea3ng c\u00e1o \u2013 c\u00e1c ph\u00e2n kh\u00fac c\u00f3 th\u1ec3 chi\u1ebfm h\u01a1n 35% l\u1ee3i nhu\u1eadn v\u00e0o n\u0103m 2030 m\u1eb7c d\u00f9 hi\u1ec7n t\u1ea1i \u0111\u00f3ng g\u00f3p t\u01b0\u01a1ng \u0111\u1ed1i nh\u1ecf.\"<\/p><\/div>

Th\u1ea5t B\u1ea1i Trong \u0110\u00e1nh Gi\u00e1 S\u1ef1 Gi\u00e1n \u0110o\u1ea1n C\u00f4ng Ngh\u1ec7 Trong D\u1ef1 B\u00e1o B\u00e1n L\u1ebb D\u00e0i H\u1ea1n<\/h2><\/div>

C\u00f3 l\u1ebd sai l\u1ea7m d\u1ef1 b\u00e1o quan tr\u1ecdng nh\u1ea5t m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1eafc ph\u1ea3i khi d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi li\u00ean quan \u0111\u1ebfn vi\u1ec7c \u0111\u00e1nh gi\u00e1 sai ti\u1ec1m n\u0103ng gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 trung b\u00ecnh 72%. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb th\u01b0\u1eddng \u0111\u00e1nh gi\u00e1 qu\u00e1 cao t\u00e1c \u0111\u1ed9ng gi\u00e1n \u0111o\u1ea1n ng\u1eafn h\u1ea1n 215% (mong \u0111\u1ee3i s\u1ef1 chuy\u1ec3n \u0111\u1ed5i ngay l\u1eadp t\u1ee9c m\u1ea5t 3-5 n\u0103m) trong khi \u0111\u1ed3ng th\u1eddi \u0111\u00e1nh gi\u00e1 th\u1ea5p c\u00e1c thay \u0111\u1ed5i c\u1ea5u tr\u00fac 10 n\u0103m 67% (kh\u00f4ng t\u00ednh \u0111\u1ebfn hi\u1ec7u \u1ee9ng c\u1ed9ng d\u1ed3n c\u1ee7a nhi\u1ec1u \u0111\u1ed5i m\u1edbi ch\u1ed3ng ch\u00e9o).<\/p><\/div>

Ph\u00e2n t\u00edch gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 \u0111\u00f2i h\u1ecfi \u0111\u00e1nh gi\u00e1 c\u00e2n b\u1eb1ng tr\u00ean nhi\u1ec1u l\u0129nh v\u1ef1c: s\u1ef1 ph\u00e1t tri\u1ec3n th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed, t\u1ef1 \u0111\u1ed9ng h\u00f3a chu\u1ed7i cung \u1ee9ng, chuy\u1ec3n \u0111\u1ed5i h\u1ec7 th\u1ed1ng thanh to\u00e1n, tri\u1ec3n khai tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 \u0111\u1ed5i m\u1edbi \u0111\u1ecbnh d\u1ea1ng b\u00e1n l\u1ebb. M\u1ed7i vector c\u00f4ng ngh\u1ec7 t\u1ea1o ra c\u1ea3 m\u1ed1i \u0111e d\u1ecda hi\u1ec7n h\u1eefu v\u00e0 c\u01a1 h\u1ed9i m\u1edf r\u1ed9ng c\u1ea7n \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p v\u00e0o c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o m\u1ea1ch l\u1ea1c.<\/p><\/div>

Vector Gi\u00e1n \u0110o\u1ea1n C\u00f4ng Ngh\u1ec7<\/th>L\u1ed7i \u0110\u00e1nh Gi\u00e1 Ph\u1ed5 Bi\u1ebfn<\/th>T\u00e1c \u0110\u1ed9ng Ti\u1ec1m N\u0103ng \u0110\u1ebfn Walmart \u0110\u1ebfn N\u0103m 2030<\/th>C\u00e1ch Ti\u1ebfp C\u1eadn \u0110\u00e1nh Gi\u00e1 C\u00e2n B\u1eb1ng<\/th><\/tr><\/thead>
S\u1ef1 Ph\u00e1t Tri\u1ec3n Th\u01b0\u01a1ng M\u1ea1i \u0110i\u1ec7n T\u1eed<\/td>\u0110\u00e1nh gi\u00e1 th\u1ea5p ti\u1ec1m n\u0103ng t\u00edch h\u1ee3p \u0111a k\u00eanh<\/td>15-25% doanh s\u1ed1, 30-40% \u0111\u00f3ng g\u00f3p t\u0103ng tr\u01b0\u1edfng<\/td>Ph\u00e2n t\u00edch s\u1ef1 ph\u00e1t tri\u1ec3n m\u1ea1ng l\u01b0\u1edbi ho\u00e0n thi\u1ec7n c\u1ee7a Walmart so v\u1edbi \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh<\/td><\/tr>
T\u1ef1 \u0110\u1ed9ng H\u00f3a Chu\u1ed7i Cung \u1ee8ng<\/td>T\u1eadp trung v\u00e0o ti\u1ebft ki\u1ec7m lao \u0111\u1ed9ng trong khi b\u1ecf qua t\u1ed1i \u01b0u h\u00f3a h\u00e0ng t\u1ed3n kho<\/td>T\u00e1c \u0111\u1ed9ng bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 200-300 \u0111i\u1ec3m c\u01a1 b\u1ea3n<\/td>M\u00f4 h\u00ecnh h\u00f3a c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 v\u1ed1n l\u01b0u \u0111\u1ed9ng v\u00e0 gi\u1ea3m thi\u1ebfu h\u1ee5t h\u00e0ng h\u00f3a<\/td><\/tr>
Chuy\u1ec3n \u0110\u1ed5i H\u1ec7 Th\u1ed1ng Thanh To\u00e1n<\/td>B\u1ecf qua c\u01a1 h\u1ed9i m\u1edf r\u1ed9ng d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh<\/td>Ti\u1ec1m n\u0103ng doanh thu h\u00e0ng n\u0103m 3-5 t\u1ef7 \u0111\u00f4 la<\/td>So s\u00e1nh c\u00e1c s\u00e1ng ki\u1ebfn ng\u00e2n h\u00e0ng c\u1ee7a Walmart v\u1edbi c\u1ea1nh tranh fintech<\/td><\/tr>
T\u00edch H\u1ee3p Tr\u00ed Tu\u1ec7 Nh\u00e2n T\u1ea1o<\/td>Ph\u00f3ng \u0111\u1ea1i t\u00e1c \u0111\u1ed9ng ng\u1eafn h\u1ea1n trong khi b\u1ecf qua c\u00e1c thay \u0111\u1ed5i c\u1ea5u tr\u00fac d\u00e0i h\u1ea1n<\/td>C\u01a1 h\u1ed9i gi\u1ea3m chi ph\u00ed ho\u1ea1t \u0111\u1ed9ng 15-20%<\/td>\u0110\u00e1nh gi\u00e1 tri\u1ec3n khai AI c\u1ee5 th\u1ec3 trong c\u00e1c quy tr\u00ecnh kinh doanh c\u1ee5 th\u1ec3<\/td><\/tr>
M\u1edf R\u1ed9ng D\u1ecbch V\u1ee5 Ch\u0103m S\u00f3c S\u1ee9c Kh\u1ecfe<\/td>T\u1eadp trung v\u00e0o d\u1ea5u ch\u00e2n ph\u00f2ng kh\u00e1m hi\u1ec7n t\u1ea1i trong khi b\u1ecf qua ti\u1ec1m n\u0103ng h\u1ec7 sinh th\u00e1i<\/td>Ti\u1ec1m n\u0103ng doanh thu 10-15 t\u1ef7 \u0111\u00f4 la<\/td>\u0110\u00e1nh gi\u00e1 c\u00e1c quan h\u1ec7 \u0111\u1ed1i t\u00e1c ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 chi\u1ebfn l\u01b0\u1ee3c mua l\u1ea1i c\u1ee7a Walmart<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Nh\u00e0 ph\u00e2n t\u00edch l\u0129nh v\u1ef1c b\u00e1n l\u1ebb David Thompson nh\u1eadn x\u00e9t: \"C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed1 g\u1eafng d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart 2030 th\u01b0\u1eddng m\u1eafc m\u1ed9t trong hai l\u1ed7i \u0111\u1ed1i l\u1eadp: h\u1ecd ho\u1eb7c b\u00e1c b\u1ecf Walmart nh\u01b0 m\u1ed9t kh\u1ee7ng long b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng b\u1ecb \u0111\u1ecbnh \u0111o\u1ea1t kh\u00f4ng c\u00f2n li\u00ean quan, ho\u1eb7c h\u1ecd \u0111\u00e1nh gi\u00e1 th\u1ea5p m\u1ee9c \u0111\u1ed9 kh\u00e1c bi\u1ec7t c\u01a1 b\u1ea3n m\u00e0 m\u00f4 h\u00ecnh kinh doanh c\u1ee7a n\u00f3 ph\u1ea3i tr\u1edf th\u00e0nh \u0111\u1ec3 duy tr\u00ec v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng. Th\u1ef1c t\u1ebf n\u1eb1m gi\u1eefa hai c\u1ef1c n\u00e0y \u2013 Walmart \u0111\u00e3 ch\u1ee9ng minh kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng \u0111\u00e1ng k\u1ec3, nh\u01b0ng c\u1ea7n \u0111\u00e1nh gi\u00e1 ch\u00ednh x\u00e1c s\u1ef1 ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 \u0111\u1ec3 d\u1ef1 b\u00e1o ti\u1ec1m n\u0103ng th\u1ef1c s\u1ef1 c\u1ee7a n\u00f3 v\u00e0o n\u0103m 2030.\"<\/p><\/div>

Nghi\u00ean C\u1ee9u Tr\u01b0\u1eddng H\u1ee3p: \u0110\u00e1nh Gi\u00e1 Sai L\u1ea7m T\u00edch H\u1ee3p Th\u01b0\u01a1ng M\u1ea1i \u0110i\u1ec7n T\u1eed<\/h3><\/div>

M\u1ed9t v\u00ed d\u1ee5 \u0111\u1eb7c bi\u1ec7t s\u00e1ng t\u1ecf li\u00ean quan \u0111\u1ebfn h\u00e0nh tr\u00ecnh t\u00edch h\u1ee3p th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed c\u1ee7a Walmart. Khi Walmart mua l\u1ea1i Jet.com v\u1edbi gi\u00e1 3,3 t\u1ef7 \u0111\u00f4 la v\u00e0o n\u0103m 2017, c\u00e1c d\u1ef1 b\u00e1o c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t: 42% nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed s\u1ebd \u0111\u1ea1t 37% doanh thu c\u1ee7a Walmart v\u00e0o n\u0103m 2023 (\u0111\u00e1nh gi\u00e1 qu\u00e1 cao 312%), trong khi 31% b\u00e1c b\u1ecf ho\u00e0n to\u00e0n vi\u1ec7c mua l\u1ea1i, d\u1ef1 \u0111o\u00e1n t\u1ef7 l\u1ec7 th\u00e2m nh\u1eadp th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed d\u01b0\u1edbi 5% (\u0111\u00e1nh gi\u00e1 th\u1ea5p 68%). Qu\u1ef9 \u0111\u1ea1o th\u1ef1c t\u1ebf n\u1eb1m gi\u1eefa c\u00e1c c\u1ef1c n\u00e0y, v\u1edbi th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed \u0111\u1ea1t 14,3% doanh thu v\u00e0 ho\u00e0n thi\u1ec7n d\u1ef1a tr\u00ean c\u1eeda h\u00e0ng n\u1ed5i l\u00ean nh\u01b0 l\u1ee3i th\u1ebf c\u1ea1nh tranh ch\u00ednh \u2013 m\u1ed9t m\u00f4 h\u00ecnh ch\u1ec9 7% nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n ch\u00ednh x\u00e1c.<\/p><\/div>

C\u1ea3 hai d\u1ef1 b\u00e1o \u0111\u1ec1u t\u1ecf ra \u0111\u01a1n gi\u1ea3n h\u00f3a. S\u1ef1 ph\u00e1t tri\u1ec3n th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed th\u1ef1c t\u1ebf c\u1ee7a Walmart theo m\u1ed9t con \u0111\u01b0\u1eddng tinh t\u1ebf h\u01a1n \u2013 c\u00f4ng ty cu\u1ed1i c\u00f9ng \u0111\u00e3 t\u1eeb b\u1ecf th\u01b0\u01a1ng hi\u1ec7u Jet.com ri\u00eang bi\u1ec7t nh\u01b0ng \u0111\u00e3 th\u00e0nh c\u00f4ng t\u1eadn d\u1ee5ng t\u00e0i n\u0103ng, c\u00f4ng ngh\u1ec7 v\u00e0 quy tr\u00ecnh c\u1ee7a vi\u1ec7c mua l\u1ea1i \u0111\u1ec3 t\u0103ng t\u1ed1c chuy\u1ec3n \u0111\u1ed5i \u0111a k\u00eanh c\u1ee7a m\u00ecnh. K\u1ebft qu\u1ea3 n\u00e0y minh h\u1ecda l\u00fd do t\u1ea1i sao c\u00e1c d\u1ef1 b\u00e1o c\u00f4ng ngh\u1ec7 tuy\u1ebfn t\u00ednh, \u0111\u01a1n l\u1ebb th\u01b0\u1eddng th\u1ea5t b\u1ea1i khi d\u1ef1 \u0111o\u00e1n s\u1ef1 ph\u00e1t tri\u1ec3n b\u00e1n l\u1ebb k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7.<\/p><\/div>

  • H\u1ea7u h\u1ebft c\u00e1c nh\u00e0 ph\u00e2n t\u00edch mong \u0111\u1ee3i ho\u1eb7c s\u1ef1 th\u1ed1ng tr\u1ecb th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed k\u1ecbch t\u00ednh ho\u1eb7c th\u1ea5t b\u1ea1i ho\u00e0n to\u00e0n<\/li>
  • Th\u1ef1c t\u1ebf mang l\u1ea1i th\u00e0nh c\u00f4ng m\u1ed9t ph\u1ea7n v\u1edbi m\u00f4 h\u00ecnh \u0111a k\u00eanh t\u00edch h\u1ee3p c\u1eeda h\u00e0ng l\u00e0 m\u00f4 h\u00ecnh chi\u1ebfn th\u1eafng<\/li>
  • L\u1ee3i th\u1ebf c\u1ea1nh tranh th\u1ef1c s\u1ef1 c\u1ee7a Walmart n\u1ed5i l\u00ean \u1edf nh\u1eefng l\u0129nh v\u1ef1c \u00edt ng\u01b0\u1eddi d\u1ef1 \u0111o\u00e1n \u2013 ho\u00e0n thi\u1ec7n d\u1ef1a tr\u00ean c\u1eeda h\u00e0ng<\/li>
  • T\u00edch h\u1ee3p c\u00f4ng ngh\u1ec7 t\u1ecf ra c\u00f3 gi\u00e1 tr\u1ecb h\u01a1n m\u1ee5c ti\u00eau mua l\u1ea1i ban \u0111\u1ea7u<\/li><\/ul><\/div>

    C\u00e1c chi\u1ebfn l\u01b0\u1ee3c gia danh m\u1ee5c \u0111\u1ea7u t\u01b0 t\u1ea1i Pocket Option khuy\u1ebfn ngh\u1ecb m\u00f4 h\u00ecnh h\u00f3a gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 \u0111a k\u1ecbch b\u1ea3n th\u1eeba nh\u1eadn r\u00f5 r\u00e0ng c\u00e1c \u0111\u01b0\u1eddng cong ch\u1ea5p nh\u1eadn ti\u1ec1m n\u0103ng kh\u00e1c nhau. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y ng\u0103n ch\u1eb7n c\u1ea3 c\u00e1c d\u1ef1 b\u00e1o ch\u1ea5p nh\u1eadn c\u00f4ng ngh\u1ec7 qu\u00e1 l\u1ea1c quan v\u00e0 c\u00e1c quan \u0111i\u1ec3m b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng b\u00e1c b\u1ecf \u0111\u00e3 d\u1eabn \u0111\u1ebfn c\u00e1c sai l\u1ea7m \u0111\u1ea7u t\u01b0 t\u1ed1n k\u00e9m trong c\u00e1c chu k\u1ef3 chuy\u1ec3n \u0111\u1ed5i b\u00e1n l\u1ebb tr\u01b0\u1edbc \u0111\u00e2y.<\/p><\/div>

    Ph\u00e2n T\u00edch Sai L\u1ea7m C\u1ea3nh Quan C\u1ea1nh Tranh: V\u1ea5n \u0110\u1ec1 C\u1eadn Th\u1ecb B\u00e1n L\u1ebb<\/h2><\/div>

    Khi d\u1ef1 b\u00e1o hi\u1ec7u su\u1ea5t c\u1ed5 phi\u1ebfu Walmart 2030, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 th\u01b0\u1eddng m\u1eafc m\u1ed9t l\u1ed7i ph\u00e2n t\u00edch c\u01a1 b\u1ea3n b\u1eb1ng c\u00e1ch gi\u1edbi h\u1ea1n ph\u00e2n t\u00edch c\u1ea1nh tranh ch\u1ec9 v\u1edbi 3-5 \u0111\u1ed1i th\u1ee7 b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng, trong khi b\u1ecf qua 13 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh m\u1edbi n\u1ed5i \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 c\u00f4ng ngh\u1ec7 trong c\u00e1c l\u0129nh v\u1ef1c ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh, qu\u1ea3ng c\u00e1o v\u00e0 logistics. Quan \u0111i\u1ec3m h\u1eb9p h\u00f2i n\u00e0y khi\u1ebfn 84% nh\u00e0 ph\u00e2n t\u00edch b\u1ecf l\u1ee1 c\u00e1ch Apple Pay, Shopify, Teladoc v\u00e0 Stripe chi\u1ebfm 127 t\u1ef7 \u0111\u00f4 la gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng t\u1eeb c\u00e1c chu\u1ed7i giao d\u1ecbch b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng t\u1eeb n\u0103m 2017 \u0111\u1ebfn 2023.<\/p><\/div>

    Ph\u00e2n t\u00edch c\u1ea1nh tranh c\u1eadn th\u1ecb n\u00e0y d\u1eabn \u0111\u1ebfn c\u00e1c d\u1ef1 b\u00e1o d\u00e0i h\u1ea1n b\u1ecb sai l\u1ec7ch nghi\u00eam tr\u1ecdng b\u1eb1ng c\u00e1ch b\u1ecf l\u1ee1 c\u1ea3 c\u00e1c m\u1ed1i \u0111e d\u1ecda c\u1ea1nh tranh m\u1edbi n\u1ed5i v\u00e0 c\u00e1c c\u01a1 h\u1ed9i m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng m\u1edbi c\u00f3 th\u1ec3 thay \u0111\u1ed5i c\u01a1 b\u1ea3n qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng v\u00e0 b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 c\u1ee7a Walmart trong th\u1eadp k\u1ef7 t\u1edbi.<\/p><\/div>

    L\u1ed7i Ph\u00e2n T\u00edch C\u1ea1nh Tranh<\/th>Bi\u1ec3u Hi\u1ec7n Ph\u1ed5 Bi\u1ebfn<\/th>Ph\u01b0\u01a1ng Ph\u00e1p S\u1eeda Ch\u1eefa<\/th><\/tr><\/thead>
    T\u1eadp Trung Ch\u1ec9 V\u00e0o \u0110\u1ed1i Th\u1ee7 B\u00e1n L\u1ebb<\/td>Ph\u00e2n t\u00edch ch\u1ec9 c\u00e1c nh\u00e0 b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng nh\u01b0 Target, Costco<\/td>Bao g\u1ed3m c\u00e1c n\u1ec1n t\u1ea3ng c\u00f4ng ngh\u1ec7, nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 c\u00f4ng ty fintech<\/td><\/tr>
    \u0110\u00e1nh Gi\u00e1 C\u1ea1nh Tranh T\u0129nh<\/td>Kh\u00f4ng m\u00f4 h\u00ecnh h\u00f3a c\u00e1ch \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh s\u1ebd ph\u1ea3n \u1ee9ng v\u1edbi c\u00e1c s\u00e1ng ki\u1ebfn c\u1ee7a Walmart<\/td>Ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh l\u00fd thuy\u1ebft tr\u00f2 ch\u01a1i c\u1ee7a c\u00e1c k\u1ecbch b\u1ea3n ph\u1ea3n \u1ee9ng c\u1ea1nh tranh<\/td><\/tr>
    T\u1ed5ng Qu\u00e1t H\u00f3a \u0110\u1ecba L\u00fd<\/td>\u00c1p d\u1ee5ng \u0111\u1ed9ng l\u1ef1c c\u1ea1nh tranh t\u1eadp trung v\u00e0o M\u1ef9 cho c\u00e1c th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf<\/td>T\u1ea1o c\u00e1c \u0111\u00e1nh gi\u00e1 c\u1ea1nh tranh c\u1ee5 th\u1ec3 theo th\u1ecb tr\u01b0\u1eddng cho c\u00e1c khu v\u1ef1c ch\u00ednh<\/td><\/tr>
    B\u1ecf Qua T\u00edch H\u1ee3p D\u1ecdc<\/td>B\u1ecf l\u1ee1 c\u00e1ch c\u00e1c nh\u00e0 cung c\u1ea5p tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh thay \u0111\u1ed5i quy\u1ec1n th\u01b0\u01a1ng l\u01b0\u1ee3ng<\/td>L\u1eadp b\u1ea3n \u0111\u1ed3 s\u1ef1 ph\u00e1t tri\u1ec3n chu\u1ed7i gi\u00e1 tr\u1ecb tr\u00ean h\u1ec7 sinh th\u00e1i b\u00e1n l\u1ebb<\/td><\/tr>
    B\u1ecf Qua H\u1ed9i T\u1ee5 Ng\u00e0nh<\/td>Kh\u00f4ng nh\u1eadn ra s\u1ef1 m\u1edf r\u1ed9ng c\u1ee7a b\u00e1n l\u1ebb v\u00e0o c\u00e1c ng\u00e0nh li\u1ec1n k\u1ec1<\/td>Theo d\u00f5i c\u00e1c quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u00e0 m\u00f4 h\u00ecnh mua l\u1ea1i gi\u1eefa c\u00e1c ng\u00e0nh<\/td><\/tr><\/tbody><\/table><\/div><\/div>

    Chi\u1ebfn l\u01b0\u1ee3c gia \u0111\u1ea7u t\u01b0 Sarah Williams, ng\u01b0\u1eddi qu\u1ea3n l\u00fd 1,7 t\u1ef7 \u0111\u00f4 la t\u00e0i s\u1ea3n ti\u00eau d\u00f9ng kh\u00f4ng thi\u1ebft y\u1ebfu, th\u00e1ch th\u1ee9c suy ngh\u0129 th\u00f4ng th\u01b0\u1eddng: \"Sai l\u1ea7m l\u1edbn nh\u1ea5t trong ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu Walmart 2030 l\u00e0 \u0111\u1ecbnh ngh\u0129a b\u1ed9 c\u1ea1nh tranh qu\u00e1 h\u1eb9p. \u0110\u1ebfn n\u0103m 2030, Walmart s\u1ebd thu \u0111\u01b0\u1ee3c 37% doanh thu t\u1eeb d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe (47 t\u1ef7 \u0111\u00f4 la), s\u1ea3n ph\u1ea9m t\u00e0i ch\u00ednh (23 t\u1ef7 \u0111\u00f4 la), qu\u1ea3ng c\u00e1o k\u1ef9 thu\u1eadt s\u1ed1 (31 t\u1ef7 \u0111\u00f4 la) v\u00e0 ki\u1ebfm ti\u1ec1n t\u1eeb d\u1eef li\u1ec7u (16 t\u1ef7 \u0111\u00f4 la) \u2013 c\u00e1c l\u0129nh v\u1ef1c m\u00e0 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh c\u1ee7a n\u00f3 bao g\u1ed3m CVS Health, PayPal, Google v\u00e0 Snowflake, kh\u00f4ng ch\u1ec9 Target v\u00e0 Amazon. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch ch\u1ec9 t\u1eadp trung v\u00e0o c\u1ea1nh tranh b\u00e1n l\u1ebb b\u1ecf l\u1ee1 72% c\u00e1c y\u1ebfu t\u1ed1 s\u1ebd quy\u1ebft \u0111\u1ecbnh \u0111\u1ecbnh gi\u00e1 c\u1ee7a Walmart v\u00e0o n\u0103m 2030.\"<\/p><\/div>

    • Danh s\u00e1ch \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh c\u1ee7a Walmart v\u00e0o n\u0103m 2030 s\u1ebd bao g\u1ed3m c\u00e1c c\u00f4ng ty t\u1eeb \u00edt nh\u1ea5t 7 ph\u00e2n lo\u1ea1i ng\u00e0nh truy\u1ec1n th\u1ed1ng kh\u00e1c nhau<\/li>
    • M\u1edf r\u1ed9ng d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe \u0111\u1eb7t Walmart v\u00e0o c\u1ea1nh tranh tr\u1ef1c ti\u1ebfp v\u1edbi c\u00e1c nh\u00e0 cung c\u1ea5p l\u00e2m s\u00e0ng v\u00e0 n\u1ec1n t\u1ea3ng y t\u1ebf t\u1eeb xa<\/li>
    • C\u00e1c s\u00e1ng ki\u1ebfn d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh t\u1ea1o ra s\u1ef1 ch\u1ed3ng ch\u00e9o c\u1ea1nh tranh v\u1edbi c\u00e1c b\u1ed9 x\u1eed l\u00fd thanh to\u00e1n v\u00e0 c\u00e1c l\u1ef1a ch\u1ecdn thay th\u1ebf ng\u00e2n h\u00e0ng ti\u00eau d\u00f9ng<\/li>
    • C\u00e1c doanh nghi\u1ec7p qu\u1ea3ng c\u00e1o v\u00e0 d\u1eef li\u1ec7u \u0111\u1eb7t Walmart \u0111\u1ed1i \u0111\u1ea7u v\u1edbi c\u00e1c n\u1ec1n t\u1ea3ng ti\u1ebfp th\u1ecb k\u1ef9 thu\u1eadt s\u1ed1 v\u00e0 nh\u00e0 cung c\u1ea5p ph\u00e2n t\u00edch d\u1eef li\u1ec7u<\/li><\/ul><\/div>

      C\u00f4ng c\u1ee5 ph\u00e2n t\u00edch c\u1ea3nh quan c\u1ea1nh tranh c\u1ee7a Pocket Option gi\u00fap c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 l\u1eadp b\u1ea3n \u0111\u1ed3 c\u00e1c m\u1ed1i quan h\u1ec7 ph\u1ee9c t\u1ea1p, \u0111ang ph\u00e1t tri\u1ec3n n\u00e0y b\u1eb1ng c\u00e1ch h\u00ecnh dung s\u1ef1 c\u1ea1nh tranh gi\u1eefa c\u00e1c ng\u00e0nh v\u00e0 x\u00e1c \u0111\u1ecbnh c\u00e1c m\u1ed1i \u0111e d\u1ecda m\u1edbi n\u1ed5i tr\u01b0\u1edbc khi ch\u00fang tr\u1edf n\u00ean r\u00f5 r\u00e0ng. Quan \u0111i\u1ec3m c\u1ea1nh tranh m\u1edf r\u1ed9ng n\u00e0y ch\u1ee9ng t\u1ecf l\u00e0 c\u1ea7n thi\u1ebft \u0111\u1ec3 ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 th\u1ef1c t\u1ebf.<\/p><\/div>

      S\u1ef1 \u0110\u01a1n Gi\u1ea3n H\u00f3a M\u00f4 H\u00ecnh T\u00e0i Ch\u00ednh L\u00e0m Sai L\u1ec7ch D\u1ef1 B\u00e1o D\u00e0i H\u1ea1n<\/h2><\/div>

      Nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 ti\u1ebfp c\u1eadn c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi d\u1ef1a v\u00e0o c\u00e1c m\u00f4 h\u00ecnh DCF \u0111\u01a1n bi\u1ebfn v\u1edbi ch\u1ec9 3-5 \u0111\u1ea7u v\u00e0o, so v\u1edbi c\u00e1c m\u00f4 h\u00ecnh t\u1ed5 ch\u1ee9c s\u1eed d\u1ee5ng 27-35 bi\u1ebfn s\u1ed1 c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac tr\u00ean 7 \u0111\u01a1n v\u1ecb kinh doanh. Nh\u1eefng thi\u1ebfu s\u00f3t trong m\u00f4 h\u00ecnh n\u00e0y th\u1ec3 hi\u1ec7n d\u01b0\u1edbi d\u1ea1ng c\u00e1c d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng tuy\u1ebfn t\u00ednh b\u1ecf l\u1ee1 83% c\u00e1c \u0111i\u1ec3m u\u1ed1n c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac, c\u00e1c gi\u1ea3 \u0111\u1ecbnh bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u1ed3ng nh\u1ea5t b\u1ecf qua 47% s\u1ef1 bi\u1ebfn \u0111\u1ed5i gi\u1eefa c\u00e1c \u0111\u01a1n v\u1ecb kinh doanh v\u00e0 c\u00e1c ph\u00e2n t\u00edch k\u1ecbch b\u1ea3n \u0111\u01a1n l\u1ebb kh\u00f4ng t\u00ednh \u0111\u1ebfn s\u1ef1 gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn 38% d\u00f2ng doanh thu.<\/p><\/div>

      C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed5 ch\u1ee9c tinh vi s\u1eed d\u1ee5ng c\u00e1c m\u00f4 h\u00ecnh t\u00e0i ch\u00ednh nhi\u1ec1u l\u1edbp k\u1ebft h\u1ee3p c\u00e1c qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac, h\u1ed3 s\u01a1 bi\u00ean l\u1ee3i nhu\u1eadn kh\u00e1c nhau, \u0111\u1ed9ng l\u1ef1c v\u1ed1n l\u01b0u \u0111\u1ed9ng v\u00e0 c\u00e1c k\u1ecbch b\u1ea3n ph\u00e2n b\u1ed5 v\u1ed1n. C\u00e1ch ti\u1ebfp c\u1eadn tinh t\u1ebf n\u00e0y ti\u1ebft l\u1ed9 c\u00e1ch nh\u1eefng thay \u0111\u1ed5i d\u01b0\u1eddng nh\u01b0 nh\u1ecf trong gi\u1ea3 \u0111\u1ecbnh c\u00f3 th\u1ec3 c\u1ed9ng d\u1ed3n \u0111\u00e1ng k\u1ec3 trong c\u00e1c giai \u0111o\u1ea1n d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7.<\/p><\/div>

      L\u1ed7i M\u00f4 H\u00ecnh T\u00e0i Ch\u00ednh<\/th>T\u00e1c \u0110\u1ed9ng \u0110\u1ebfn D\u1ef1 B\u00e1o 10 N\u0103m<\/th>Ph\u01b0\u01a1ng Ph\u00e1p C\u1ea3i Thi\u1ec7n<\/th><\/tr><\/thead>
      Ph\u00e2n Kh\u00fac Kinh Doanh Kh\u00f4ng \u0110\u1ee7<\/td>Che gi\u1ea5u c\u00e1c ph\u00e2n kh\u00fac t\u0103ng tr\u01b0\u1edfng cao, bi\u00ean l\u1ee3i nhu\u1eadn cao sau c\u00e1c trung b\u00ecnh c\u00f4ng ty<\/td>T\u1ea1o t\u1ed1i thi\u1ec3u 5-7 m\u00f4 h\u00ecnh ph\u00e2n kh\u00fac kinh doanh ri\u00eang bi\u1ec7t v\u1edbi c\u00e1c \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ri\u00eang<\/td><\/tr>
      D\u1ef1 B\u00e1o Bi\u00ean L\u1ee3i Nhu\u1eadn \u0110\u01a1n Gi\u1ea3n H\u00f3a<\/td>Kh\u00f4ng n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c hi\u1ec7u \u1ee9ng chuy\u1ec3n \u0111\u1ed5i h\u1ed7n h\u1ee3p v\u00e0 \u00e1p l\u1ef1c bi\u00ean l\u1ee3i nhu\u1eadn c\u1ea1nh tranh<\/td>M\u00f4 h\u00ecnh h\u00f3a bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p v\u00e0 ho\u1ea1t \u0111\u1ed9ng ri\u00eang bi\u1ec7t cho t\u1eebng ph\u00e2n kh\u00fac kinh doanh<\/td><\/tr>
      Gi\u1ea3 \u0110\u1ecbnh Ph\u00e2n B\u1ed5 V\u1ed1n T\u0129nh<\/td>B\u1ecf l\u1ee1 c\u00e1ch c\u00e1c \u01b0u ti\u00ean \u0111\u1ea7u t\u01b0 thay \u0111\u1ed5i \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng<\/td>Ph\u00e1t tri\u1ec3n nhi\u1ec1u k\u1ecbch b\u1ea3n ph\u00e2n b\u1ed5 v\u1ed1n v\u1edbi c\u00e1c khu v\u1ef1c t\u1eadp trung \u0111\u1ea7u t\u01b0 kh\u00e1c nhau<\/td><\/tr>
      Ph\u00e2n Bi\u1ec7t Th\u1ecb Tr\u01b0\u1eddng Qu\u1ed1c T\u1ebf Kh\u00f4ng \u0110\u1ee7<\/td>\u00c1p d\u1ee5ng c\u00e1c m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng trong n\u01b0\u1edbc cho c\u00e1c th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf kh\u00e1c bi\u1ec7t c\u01a1 b\u1ea3n<\/td>T\u1ea1o c\u00e1c m\u00f4 h\u00ecnh ri\u00eang cho c\u00e1c khu v\u1ef1c qu\u1ed1c t\u1ebf ch\u00ednh v\u1edbi c\u00e1c \u0111\u1ed9ng l\u1ef1c c\u1ee5 th\u1ec3 theo th\u1ecb tr\u01b0\u1eddng<\/td><\/tr>
      D\u1ef1 B\u00e1o S\u1ed1 L\u01b0\u1ee3ng C\u1ed5 Phi\u1ebfu \u0110\u01a1n Gi\u1ea3n<\/td>\u0110\u00e1nh gi\u00e1 th\u1ea5p t\u00e1c \u0111\u1ed9ng c\u1ee7a vi\u1ec7c mua l\u1ea1i c\u1ed5 phi\u1ebfu \u0111\u1ed1i v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 tr\u00ean m\u1ed7i c\u1ed5 phi\u1ebfu<\/td>M\u00f4 h\u00ecnh h\u00f3a c\u00e1c k\u1ecbch b\u1ea3n gi\u1ea3m s\u1ed1 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu r\u00f5 r\u00e0ng d\u1ef1a tr\u00ean d\u1ef1 b\u00e1o d\u00f2ng ti\u1ec1n t\u1ef1 do<\/td><\/tr><\/tbody><\/table><\/div><\/div>

      Nh\u00e0 ph\u00e2n t\u00edch \u0111\u1ecbnh l\u01b0\u1ee3ng Robert Chen, ng\u01b0\u1eddi \u0111\u00e3 ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh \u0111\u1ecbnh gi\u00e1 b\u00e1n l\u1ebb \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng b\u1edfi 3 trong s\u1ed1 10 nh\u00e0 qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n l\u1edbn nh\u1ea5t, gi\u1ea3i th\u00edch: \"L\u1ed7i ph\u1ed5 bi\u1ebfn nh\u1ea5t trong c\u00e1c d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 li\u00ean quan \u0111\u1ebfn vi\u1ec7c coi Walmart nh\u01b0 m\u1ed9t th\u1ef1c th\u1ec3 \u0111\u01a1n nh\u1ea5t thay v\u00ec nh\u01b0 7 doanh nghi\u1ec7p ri\u00eang bi\u1ec7t v\u1edbi c\u00e1c h\u1ed3 s\u01a1 t\u0103ng tr\u01b0\u1edfng kh\u00e1c nhau \u0111\u00e1ng k\u1ec3. Trong khi doanh nghi\u1ec7p c\u1eeda h\u00e0ng M\u1ef9 tr\u01b0\u1edfng th\u00e0nh c\u1ee7a Walmart c\u00f3 kh\u1ea3 n\u0103ng ch\u1ec9 t\u0103ng tr\u01b0\u1edfng 2,1% h\u00e0ng n\u0103m \u0111\u1ebfn n\u0103m 2030, ph\u00e2n kh\u00fac ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a n\u00f3 d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng tr\u01b0\u1edfng 26,7%, qu\u1ea3ng c\u00e1o 32,1%, th\u1ecb tr\u01b0\u1eddng th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed 17,3% v\u00e0 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh 19,4%. K\u1ebft h\u1ee3p nh\u1eefng \u0111i\u1ec1u n\u00e0y th\u00e0nh m\u1ed9t t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng 4-5% duy nh\u1ea5t t\u1ea1o ra l\u1ed7i \u0111\u1ecbnh gi\u00e1 173 t\u1ef7 \u0111\u00f4 la v\u00e0o n\u0103m 2030.\"<\/p><\/div>

      T\u1ea1o ra c\u00e1c m\u00f4 h\u00ecnh t\u00e0i ch\u00ednh d\u00e0i h\u1ea1n m\u1ea1nh m\u1ebd \u0111\u00f2i h\u1ecfi c\u00e2n b\u1eb1ng gi\u1eefa \u0111\u1ed9 ph\u1ee9c t\u1ea1p v\u00e0 kh\u1ea3 n\u0103ng s\u1eed d\u1ee5ng. Trong khi c\u00e1c m\u00f4 h\u00ecnh qu\u00e1 ph\u1ee9c t\u1ea1p c\u00f3 th\u1ec3 t\u1ea1o ra \u0111\u1ed9 ch\u00ednh x\u00e1c gi\u1ea3, c\u00e1c m\u00f4 h\u00ecnh \u0111\u01a1n gi\u1ea3n h\u00f3a b\u1ecf l\u1ee1 c\u00e1c t\u01b0\u01a1ng t\u00e1c quan tr\u1ecdng gi\u1eefa c\u00e1c ph\u00e2n kh\u00fac kinh doanh v\u00e0 c\u00e1c \u01b0u ti\u00ean ph\u00e2n b\u1ed5 v\u1ed1n thay \u0111\u1ed5i s\u1ebd \u0111\u1ecbnh h\u00ecnh hi\u1ec7u su\u1ea5t c\u1ee7a Walmart \u0111\u1ebfn n\u0103m 2030.<\/p><\/div>

      \u0110i\u1ec3m M\u00f9 Ph\u00e2n B\u1ed5 V\u1ed1n<\/h3><\/div>

      M\u1ed9t kh\u00eda c\u1ea1nh th\u01b0\u1eddng b\u1ecb b\u1ecf qua trong ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart 2030 li\u00ean quan \u0111\u1ebfn m\u00f4 h\u00ecnh ph\u00e2n b\u1ed5 v\u1ed1n. Walmart tr\u01b0\u1edbc \u0111\u00e2y ph\u00e2n b\u1ed5 v\u1ed1n ch\u1ee7 y\u1ebfu v\u00e0o vi\u1ec7c m\u1edf r\u1ed9ng v\u00e0 c\u1ea3i t\u1ea1o c\u1eeda h\u00e0ng m\u1edbi. Tuy nhi\u00ean, c\u00e1c \u01b0u ti\u00ean ph\u00e2n b\u1ed5 v\u1ed1n c\u1ee7a c\u00f4ng ty \u0111\u00e3 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 h\u01b0\u1edbng t\u1edbi c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed, t\u1ef1 \u0111\u1ed9ng h\u00f3a chu\u1ed7i cung \u1ee9ng, d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7.<\/p><\/div>

      S\u1ef1 ti\u1ebfn h\u00f3a ph\u00e2n b\u1ed5 v\u1ed1n n\u00e0y s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u1ecbnh h\u00ecnh l\u1ea1i c\u01a1 c\u1ea5u kinh doanh, h\u1ed3 s\u01a1 t\u0103ng tr\u01b0\u1edfng v\u00e0 \u0111\u1eb7c \u0111i\u1ec3m l\u1ee3i nhu\u1eadn c\u1ee7a Walmart \u0111\u1ebfn n\u0103m 2030. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 kh\u00f4ng m\u00f4 h\u00ecnh h\u00f3a c\u00e1c \u01b0u ti\u00ean \u0111\u1ea7u t\u01b0 thay \u0111\u1ed5i n\u00e0y th\u01b0\u1eddng t\u1ea1o ra c\u00e1c d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7 \u0111\u00e1nh gi\u00e1 th\u1ea5p c\u1ea3 quy m\u00f4 v\u00e0 t\u1ed1c \u0111\u1ed9 c\u1ee7a s\u1ef1 chuy\u1ec3n \u0111\u1ed5i kinh doanh c\u1ee7a Walmart.<\/p><\/div>

      Danh M\u1ee5c Ph\u00e2n B\u1ed5 V\u1ed1n<\/th>Ph\u00e2n B\u1ed5 L\u1ecbch S\u1eed (2010-2020)<\/th>Ph\u00e2n B\u1ed5 Hi\u1ec7n T\u1ea1i (2021-2023)<\/th>D\u1ef1 B\u00e1o Ti\u1ebfn H\u00f3a 2024-2030<\/th><\/tr><\/thead>
      M\u1edf R\u1ed9ng C\u1eeda H\u00e0ng V\u1eadt L\u00fd<\/td>45-55%<\/td>20-25%<\/td>15-20% (gi\u1ea3m)<\/td><\/tr>
      Th\u01b0\u01a1ng M\u1ea1i \u0110i\u1ec7n T\u1eed & K\u1ef9 Thu\u1eadt S\u1ed1<\/td>10-15%<\/td>25-30%<\/td>20-25% (\u1ed5n \u0111\u1ecbnh)<\/td><\/tr>
      T\u1ef1 \u0110\u1ed9ng H\u00f3a Chu\u1ed7i Cung \u1ee8ng<\/td>15-20%<\/td>20-25%<\/td>15-20% (\u1ed5n \u0111\u1ecbnh)<\/td><\/tr>
      C\u01a1 S\u1edf H\u1ea1 T\u1ea7ng Ch\u0103m S\u00f3c S\u1ee9c Kh\u1ecfe<\/td>1-3%<\/td>5-8%<\/td>10-15% (t\u0103ng)<\/td><\/tr>
      C\u00f4ng Ngh\u1ec7 & AI<\/td>5-8%<\/td>10-15%<\/td>15-20% (t\u0103ng)<\/td><\/tr>
      D\u1ecbch V\u1ee5 T\u00e0i Ch\u00ednh<\/td>1-2%<\/td>3-5%<\/td>8-12% (t\u0103ng)<\/td><\/tr><\/tbody><\/table><\/div><\/div>

      Qu\u1ea3n l\u00fd danh m\u1ee5c \u0111\u1ea7u t\u01b0 Thomas Anderson l\u01b0u \u00fd: \"Chi\u1ebfn l\u01b0\u1ee3c ph\u00e2n b\u1ed5 v\u1ed1n c\u1ee7a Walmart \u0111\u1ea1i di\u1ec7n cho m\u1ed9t ch\u1ec9 b\u00e1o h\u00e0ng \u0111\u1ea7u cho s\u1ef1 ti\u1ebfn h\u00f3a kinh doanh c\u1ee7a n\u00f3, nh\u01b0ng h\u1ea7u h\u1ebft c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb ho\u00e0n to\u00e0n b\u1ecf qua kh\u00eda c\u1ea1nh n\u00e0y khi ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o d\u00e0i h\u1ea1n. Vi\u1ec7c c\u00f4ng ty t\u0103ng c\u01b0\u1eddng \u0111\u1ea7u t\u01b0 v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, c\u00f4ng ngh\u1ec7 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh v\u00e0 kh\u1ea3 n\u0103ng ph\u00e2n t\u00edch d\u1eef li\u1ec7u b\u00e1o hi\u1ec7u m\u1ed9t doanh nghi\u1ec7p s\u1ebd tr\u00f4ng kh\u00e1c bi\u1ec7t \u0111\u00e1ng k\u1ec3 v\u00e0o n\u0103m 2030, v\u1edbi nh\u1eefng t\u00e1c \u0111\u1ed9ng m\u00e0 \u00edt m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 n\u1eafm b\u1eaft \u0111\u1ea7y \u0111\u1ee7.\"<\/p><\/div>

      S\u1ef1 Ng\u1eaft K\u1ebft N\u1ed1i C\u00e1c Y\u1ebfu T\u1ed1 V\u0129 M\u00f4 Trong Ph\u00e2n T\u00edch D\u00e0i H\u1ea1n C\u1ee7a Walmart<\/h2><\/div>

      C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi th\u01b0\u1eddng b\u1ecf qua 7 xu h\u01b0\u1edbng kinh t\u1ebf v\u0129 m\u00f4 quan tr\u1ecdng s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i m\u00f4 h\u00ecnh ti\u00eau d\u00f9ng b\u00e1n l\u1ebb v\u00e0o n\u0103m 2030, bao g\u1ed3m 17,4% d\u00e2n s\u1ed1 M\u1ef9 \u0111\u1ea1t \u0111\u1ed9 tu\u1ed5i 65+ (th\u00fac \u0111\u1ea9y chi ti\u00eau ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe 412 t\u1ef7 \u0111\u00f4 la), 31% mua s\u1eafm c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng di\u1ec5n ra qua c\u00e1c k\u00eanh k\u1ef9 thu\u1eadt s\u1ed1 (y\u00eau c\u1ea7u \u0111\u1ea7u t\u01b0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng 27 t\u1ef7 \u0111\u00f4 la) v\u00e0 c\u00e1c quy \u0111\u1ecbnh b\u1ec1n v\u1eefng \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn 42% chi ph\u00ed chu\u1ed7i cung \u1ee9ng (c\u1ea7n v\u1ed1n th\u00edch \u1ee9ng 18 t\u1ef7 \u0111\u00f4 la). S\u1ef1 ng\u1eaft k\u1ebft n\u1ed1i ph\u00e2n t\u00edch n\u00e0y d\u1eabn \u0111\u1ebfn c\u00e1c d\u1ef1 b\u00e1o \u0111\u00e1nh gi\u00e1 th\u1ea5p y\u00eau c\u1ea7u chuy\u1ec3n \u0111\u1ed5i 73,6 t\u1ef7 \u0111\u00f4 la trong t\u1ed5ng chi ph\u00ed v\u1ed1n.<\/p><\/div>

      T\u00edch h\u1ee3p ph\u00e2n t\u00edch kinh t\u1ebf v\u0129 m\u00f4 v\u00e0o d\u1ef1 b\u00e1o d\u00e0i h\u1ea1n c\u1ee7a Walmart \u0111\u00f2i h\u1ecfi \u0111\u00e1nh gi\u00e1 c\u00f3 h\u1ec7 th\u1ed1ng c\u00e1c y\u1ebfu t\u1ed1 b\u00ean ngo\u00e0i kh\u00e1c nhau v\u00e0 t\u00e1c \u0111\u1ed9ng c\u1ee5 th\u1ec3 c\u1ee7a ch\u00fang \u0111\u1ebfn c\u00e1c ph\u00e2n kh\u00fac kinh doanh kh\u00e1c nhau. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 tinh vi nh\u1ea5t ph\u00e1t tri\u1ec3n c\u00e1c li\u00ean k\u1ebft r\u00f5 r\u00e0ng gi\u1eefa c\u00e1c \u0111\u1ed9ng l\u1ef1c v\u0129 m\u00f4 v\u00e0 c\u00e1c ch\u1ec9 s\u1ed1 hi\u1ec7u su\u1ea5t c\u1ea5p c\u00f4ng ty.<\/p><\/div>

      Y\u1ebfu T\u1ed1 V\u0129 M\u00f4<\/th>L\u1ed7i Ph\u00e2n T\u00edch Ph\u1ed5 Bi\u1ebfn<\/th>T\u00e1c \u0110\u1ed9ng \u0110\u1ebfn Walmart \u0110\u1ebfn N\u0103m 2030<\/th>Ph\u01b0\u01a1ng Ph\u00e1p T\u00edch H\u1ee3p<\/th><\/tr><\/thead>
      Gi\u00e0 H\u00f3a D\u00e2n S\u1ed1<\/td>B\u1ecf qua c\u00e1c t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn c\u01a1 c\u1ea5u s\u1ea3n ph\u1ea9m v\u00e0 d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe<\/td>Th\u00fac \u0111\u1ea9y c\u01a1 h\u1ed9i ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, thay \u0111\u1ed5i c\u01a1 c\u1ea5u h\u00e0ng h\u00f3a<\/td>M\u00f4 h\u00ecnh h\u00f3a c\u00e1c m\u00f4 h\u00ecnh ti\u00eau d\u00f9ng c\u1ee5 th\u1ec3 theo \u0111\u1ed9 tu\u1ed5i tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh<\/td><\/tr>
      Xu H\u01b0\u1edbng B\u1ea5t B\u00ecnh \u0110\u1eb3ng Thu Nh\u1eadp<\/td>B\u1ecf l\u1ee1 c\u00e1c t\u00e1c \u0111\u1ed9ng c\u1ee7a m\u00f4 h\u00ecnh ti\u00eau d\u00f9ng h\u00ecnh qu\u1ea3 t\u1ea1<\/td>T\u1ea1o \u00e1p l\u1ef1c k\u00e9p cho c\u1ea3 c\u00e1c s\u1ea3n ph\u1ea9m gi\u00e1 tr\u1ecb v\u00e0 cao c\u1ea5p<\/td>Ph\u00e2n kh\u00fac c\u01a1 s\u1edf ng\u01b0\u1eddi ti\u00eau d\u00f9ng theo m\u1ee9c thu nh\u1eadp v\u1edbi c\u00e1c m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng ri\u00eang bi\u1ec7t<\/td><\/tr>
      Ti\u1ebfn H\u00f3a \u0110\u00f4 Th\u1ecb H\u00f3a<\/td>B\u1ecf qua y\u00eau c\u1ea7u thay \u0111\u1ed5i \u0111\u1ecbnh d\u1ea1ng c\u1eeda h\u00e0ng<\/td>Th\u00fac \u0111\u1ea9y s\u1ef1 ph\u1ed5 bi\u1ebfn \u0111\u1ecbnh d\u1ea1ng nh\u1ecf h\u01a1n v\u00e0 m\u1eadt \u0111\u1ed9 giao h\u00e0ng ch\u1eb7ng cu\u1ed1i<\/td>Ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh \u0111\u1ecbnh d\u1ea1ng c\u1eeda h\u00e0ng v\u00e0 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed \u0111i\u1ec1u ch\u1ec9nh \u0111\u00f4 th\u1ecb h\u00f3a<\/td><\/tr>
      Chuy\u1ec3n \u0110\u1ed5i Th\u1ecb Tr\u01b0\u1eddng Lao \u0110\u1ed9ng<\/td>D\u1ef1 b\u00e1o chi ph\u00ed lao \u0111\u1ed9ng \u0111\u01a1n gi\u1ea3n m\u00e0 kh\u00f4ng c\u00f3 b\u00f9 \u0111\u1eafp t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/td>Th\u00fac \u0111\u1ea9y \u0111\u1ea7u t\u01b0 t\u1ef1 \u0111\u1ed9ng h\u00f3a trong khi t\u0103ng y\u00eau c\u1ea7u k\u1ef9 n\u0103ng<\/td>T\u1ea1o c\u00e1c m\u00f4 h\u00ecnh chi ph\u00ed lao \u0111\u1ed9ng t\u00edch h\u1ee3p v\u00e0 \u0111\u1ea7u t\u01b0 t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/td><\/tr>
      \u00c1p L\u1ef1c B\u1ec1n V\u1eefng M\u00f4i Tr\u01b0\u1eddng<\/td>Coi b\u1ec1n v\u1eefng l\u00e0 trung t\u00e2m chi ph\u00ed thay v\u00ec b\u1eaft bu\u1ed9c chi\u1ebfn l\u01b0\u1ee3c<\/td>\u0110\u1ecbnh h\u00ecnh l\u1ea1i chu\u1ed7i cung \u1ee9ng, bao b\u00ec v\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng<\/td>M\u00f4 h\u00ecnh h\u00f3a chi ph\u00ed v\u1ed1n chuy\u1ec3n \u0111\u1ed5i b\u1ec1n v\u1eefng v\u00e0 c\u00e1c t\u00e1c \u0111\u1ed9ng ho\u1ea1t \u0111\u1ed9ng<\/td><\/tr><\/tbody><\/table><\/div><\/div>

      Nh\u00e0 kinh t\u1ebf h\u1ecdc Jennifer Davis gi\u1ea3i th\u00edch: \"C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb th\u01b0\u1eddng ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 trong m\u1ed9t kho\u1ea3ng tr\u1ed1ng v\u0129 m\u00f4, b\u1ecf qua c\u00e1ch c\u00e1c thay \u0111\u1ed5i c\u01a1 b\u1ea3n v\u1ec1 nh\u00e2n kh\u1ea9u h\u1ecdc v\u00e0 kinh t\u1ebf s\u1ebd bi\u1ebfn \u0111\u1ed5i c\u01a1 s\u1edf kh\u00e1ch h\u00e0ng, c\u01a1 c\u1ea5u s\u1ea3n ph\u1ea9m v\u00e0 d\u1ecbch v\u1ee5 c\u1ee7a Walmart. D\u00e2n s\u1ed1 gi\u00e0 h\u00f3a m\u1ed9t m\u00ecnh s\u1ebd t\u0103ng nhu c\u1ea7u d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe kho\u1ea3ng 35% v\u00e0o n\u0103m 2030, t\u1ea1o ra m\u1ed9t c\u01a1 h\u1ed9i h\u00e0ng t\u1ef7 \u0111\u00f4 la m\u00e0 Walmart \u0111ang t\u00edch c\u1ef1c \u0111\u1ecbnh v\u1ecb \u0111\u1ec3 n\u1eafm b\u1eaft th\u00f4ng qua m\u1edf r\u1ed9ng ph\u00f2ng kh\u00e1m v\u00e0 ph\u00e1t tri\u1ec3n h\u1ec7 sinh th\u00e1i ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe.\"<\/p><\/div>

      • Gi\u00e0 h\u00f3a d\u00e2n s\u1ed1 s\u1ebd t\u0103ng d\u00e2n s\u1ed1 65+ kho\u1ea3ng 30% v\u00e0o n\u0103m 2030, bi\u1ebfn \u0111\u1ed5i nhu c\u1ea7u ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe<\/li>
      • Xu h\u01b0\u1edbng b\u1ea5t b\u00ecnh \u0111\u1eb3ng thu nh\u1eadp t\u1ea1o \u00e1p l\u1ef1c k\u00e9p cho c\u1ea3 c\u00e1c s\u1ea3n ph\u1ea9m gi\u00e1 tr\u1ecb c\u1ef1c \u0111oan v\u00e0 cao c\u1ea5p<\/li>
      • M\u00f4 h\u00ecnh \u0111\u00f4 th\u1ecb h\u00f3a \u0111\u00f2i h\u1ecfi s\u1ef1 ti\u1ebfn h\u00f3a \u0111\u1ecbnh d\u1ea1ng v\u01b0\u1ee3t ra ngo\u00e0i m\u00f4 h\u00ecnh si\u00eau trung t\u00e2m ngo\u1ea1i \u00f4 truy\u1ec1n th\u1ed1ng<\/li>
      • Y\u00eau c\u1ea7u b\u1ec1n v\u1eefng s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i h\u1ec7 th\u1ed1ng bao b\u00ec, v\u1eadn chuy\u1ec3n v\u00e0 n\u0103ng l\u01b0\u1ee3ng<\/li><\/ul><\/div>

        C\u00f4ng c\u1ee5 d\u1ef1 b\u00e1o t\u00edch h\u1ee3p c\u1ee7a Pocket Option gi\u00fap c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 li\u00ean k\u1ebft r\u00f5 r\u00e0ng c\u00e1c d\u1ef1 b\u00e1o kinh t\u1ebf v\u0129 m\u00f4 v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 c\u1ee5 th\u1ec3 c\u1ee7a c\u00f4ng ty, \u0111\u1ea3m b\u1ea3o r\u1eb1ng c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu Walmart 2030 duy tr\u00ec s\u1ef1 m\u1ea1ch l\u1ea1c v\u1edbi s\u1ef1 ph\u00e1t tri\u1ec3n kinh t\u1ebf v\u00e0 nh\u00e2n kh\u1ea9u h\u1ecdc r\u1ed9ng l\u1edbn h\u01a1n thay v\u00ec t\u1ed3n t\u1ea1i trong s\u1ef1 c\u00f4 l\u1eadp ph\u00e2n t\u00edch.<\/p><\/div>

        L\u1ed7i M\u00f4 H\u00ecnh \u0110\u1ecbnh Gi\u00e1 L\u00e0m Suy Y\u1ebfu D\u1ef1 B\u00e1o D\u00e0i H\u1ea1n C\u1ee7a Walmart<\/h2><\/div>

        Sai l\u1ea7m quan tr\u1ecdng cu\u1ed1i c\u00f9ng m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1eafc ph\u1ea3i khi d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi li\u00ean quan \u0111\u1ebfn vi\u1ec7c \u00e1p d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 l\u1ed7i th\u1eddi \u0111\u00e1nh gi\u00e1 sai gi\u00e1 tr\u1ecb doanh nghi\u1ec7p trung b\u00ecnh 37,2%. Ngay c\u1ea3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o ho\u1ea1t \u0111\u1ed9ng h\u1ee3p l\u00fd th\u01b0\u1eddng \u00e1p d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng ph\u00e1p ti\u1ebfp c\u1eadn b\u1ed9i s\u1ed1 \u0111\u01a1n l\u1ebb (th\u01b0\u1eddng l\u00e0 10-12x EBITDA) tr\u00ean t\u1ea5t c\u1ea3 c\u00e1c ph\u00e2n kh\u00fac kinh doanh, b\u1ecf qua r\u1eb1ng c\u00e1c ho\u1ea1t \u0111\u1ed9ng ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a Walmart x\u1ee9ng \u0111\u00e1ng v\u1edbi b\u1ed9i s\u1ed1 22,7x, c\u00e1c n\u1ec1n t\u1ea3ng qu\u1ea3ng c\u00e1o y\u00eau c\u1ea7u 19,3x v\u00e0 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh x\u1ee9ng \u0111\u00e1ng v\u1edbi 16,4x \u2013 t\u1ea1o ra m\u1ed9t b\u1ed9i s\u1ed1 k\u1ebft h\u1ee3p \u00edt nh\u1ea5t cao h\u01a1n 7,3 \u0111i\u1ec3m so v\u1edbi c\u00e1c \u0111\u1ecbnh gi\u00e1 ch\u1ec9 b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng.<\/p><\/div>

        Ba l\u1ed7i \u0111\u1ecbnh gi\u00e1 \u0111\u1eb7c bi\u1ec7t ph\u00e1 ho\u1ea1i d\u1ef1 b\u00e1o b\u00e1n l\u1ebb d\u00e0i h\u1ea1n ch\u00ednh x\u00e1c: \u00e1p d\u1ee5ng b\u1ed9i s\u1ed1 t\u0129nh, ph\u01b0\u01a1ng ph\u00e1p gi\u00e1 tr\u1ecb cu\u1ed1i c\u00f9ng kh\u00f4ng \u0111\u1ea7y \u0111\u1ee7 v\u00e0 kh\u00f4ng k\u1ebft h\u1ee3p s\u1ef1 ph\u00e1t tri\u1ec3n c\u01a1 c\u1ea5u kinh doanh trong c\u00e1c khung \u0111\u1ecbnh gi\u00e1. M\u1ed7i l\u1ed7i c\u00f3 th\u1ec3 l\u00e0m sai l\u1ec7ch \u0111\u1ecbnh gi\u00e1 30% ho\u1eb7c h\u01a1n trong c\u00e1c giai \u0111o\u1ea1n d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7.<\/p><\/div>

        L\u1ed7i \u0110\u1ecbnh Gi\u00e1<\/th>T\u1ea1i Sao N\u00f3 G\u00e2y Hi\u1ec3u L\u1ea7m<\/th>Quy M\u00f4 T\u00e1c \u0110\u1ed9ng<\/th>C\u00e1ch Ti\u1ebfp C\u1eadn S\u1eeda Ch\u1eefa<\/th><\/tr><\/thead>
        \u00c1p D\u1ee5ng B\u1ed9i S\u1ed1 T\u0129nh<\/td>B\u1ecf qua c\u00e1ch s\u1ef1 ph\u00e1t tri\u1ec3n c\u01a1 c\u1ea5u kinh doanh \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u00e1c b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 ph\u00f9 h\u1ee3p<\/td>\u00b120-30% sai l\u1ec7ch \u0111\u1ecbnh gi\u00e1<\/td>\u00c1p d\u1ee5ng \u0111\u1ecbnh gi\u00e1 t\u1ed5ng h\u1ee3p c\u00e1c ph\u1ea7n v\u1edbi c\u00e1c b\u1ed9i s\u1ed1 c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac<\/td><\/tr>
        Gi\u00e1 Tr\u1ecb Cu\u1ed1i C\u00f9ng \u0110\u01a1n Gi\u1ea3n H\u00f3a<\/td>B\u1ecf qua c\u00e1c chuy\u1ec3n \u0111\u1ed5i t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng v\u00e0 s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ea1nh tranh<\/td>\u00b125-35% t\u00e1c \u0111\u1ed9ng gi\u00e1 tr\u1ecb cu\u1ed1i c\u00f9ng<\/td>Ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh nhi\u1ec1u giai \u0111o\u1ea1n v\u1edbi c\u00e1c giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i r\u00f5 r\u00e0ng<\/td><\/tr>
        \u0110i\u1ec1u Ch\u1ec9nh T\u1ef7 L\u1ec7 Chi\u1ebft Kh\u1ea5u Kh\u00f4ng \u0110\u1ea7y \u0110\u1ee7<\/td>Kh\u00f4ng k\u1ebft h\u1ee3p c\u00e1c h\u1ed3 s\u01a1 r\u1ee7i ro thay \u0111\u1ed5i tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh<\/td>\u00b115-25% t\u00e1c \u0111\u1ed9ng \u0111\u1ecbnh gi\u00e1<\/td>\u00c1p d\u1ee5ng c\u00e1c t\u1ef7 l\u1ec7 chi\u1ebft kh\u1ea5u c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac ph\u1ea3n \u00e1nh c\u00e1c h\u1ed3 s\u01a1 r\u1ee7i ro kh\u00e1c nhau<\/td><\/tr>
        M\u00f4 H\u00ecnh DCF \u0110\u01a1n Gi\u1ea3n H\u00f3a<\/td>B\u1ecf l\u1ee1 c\u00e1c t\u00e1c \u0111\u1ed9ng d\u00f2ng ti\u1ec1n t\u1ef1 do c\u1ee7a s\u1ef1 ph\u00e1t tri\u1ec3n c\u01a1 c\u1ea5u kinh doanh<\/td>\u00b120-30% l\u1ed7i m\u00f4 h\u00ecnh FCF<\/td>T\u1ea1o c\u00e1c d\u1ef1 b\u00e1o v\u1ed1n l\u01b0u \u0111\u1ed9ng v\u00e0 chi ph\u00ed v\u1ed1n chi ti\u1ebft theo ph\u00e2n kh\u00fac<\/td><\/tr>
        B\u1ecf Qua Gi\u1ea3m S\u1ed1 L\u01b0\u1ee3ng C\u1ed5 Phi\u1ebfu<\/td>\u0110\u00e1nh gi\u00e1 th\u1ea5p t\u00e1c \u0111\u1ed9ng c\u1ee7a c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh mua l\u1ea1i c\u1ed5 phi\u1ebfu li\u00ean t\u1ee5c<\/td>10-20% t\u00e1c \u0111\u1ed9ng gi\u00e1 tr\u1ecb tr\u00ean m\u1ed7i c\u1ed5 phi\u1ebfu<\/td>M\u00f4 h\u00ecnh h\u00f3a gi\u1ea3m s\u1ed1 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu r\u00f5 r\u00e0ng d\u1ef1a tr\u00ean ph\u00e2n b\u1ed5 FCF<\/td><\/tr><\/tbody><\/table><\/div><\/div>

        Chuy\u00ean gia \u0111\u1ecbnh gi\u00e1 Mark Robertson nh\u1ea5n m\u1ea1nh m\u1ed9t c\u00e1i nh\u00ecn s\u00e2u s\u1eafc ng\u01b0\u1ee3c l\u1ea1i: \"C\u00e1c ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart 2030 tinh vi nh\u1ea5t nh\u1eadn ra r\u1eb1ng b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 c\u1ee7a Walmart th\u1ef1c s\u1ef1 n\u00ean m\u1edf r\u1ed9ng theo th\u1eddi gian khi c\u00e1c doanh nghi\u1ec7p c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n, t\u0103ng tr\u01b0\u1edfng cao h\u01a1n \u0111\u1ea1i di\u1ec7n cho c\u00e1c ph\u1ea7n l\u1edbn h\u01a1n trong c\u01a1 c\u1ea5u t\u1ed5ng th\u1ec3 c\u1ee7a n\u00f3. C\u00e1c doanh nghi\u1ec7p qu\u1ea3ng c\u00e1o, ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh v\u00e0 th\u1ecb tr\u01b0\u1eddng \u0111ang ph\u00e1t tri\u1ec3n c\u1ee7a c\u00f4ng ty x\u1ee9ng \u0111\u00e1ng v\u1edbi c\u00e1c b\u1ed9i s\u1ed1 cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng, c\u00f3 th\u1ec3 h\u1ed7 tr\u1ee3 m\u1edf r\u1ed9ng b\u1ed9i s\u1ed1 20-30% v\u00e0o n\u0103m 2030 n\u1ebfu c\u00e1c s\u00e1ng ki\u1ebfn n\u00e0y m\u1edf r\u1ed9ng th\u00e0nh c\u00f4ng.\"<\/p><\/div>

        S\u1ef1 C\u1ea7n Thi\u1ebft C\u1ee7a T\u1ed5ng H\u1ee3p C\u00e1c Ph\u1ea7n<\/h3><\/div>

        \u0110\u1ecbnh gi\u00e1 ch\u00ednh x\u00e1c ti\u1ec1m n\u0103ng c\u1ee7a Walmart v\u00e0o n\u0103m 2030 \u0111\u00f2i h\u1ecfi t\u1eeb b\u1ecf c\u00e1c ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 to\u00e0n c\u00f4ng ty \u0111\u01a1n gi\u1ea3n \u0111\u1ec3 \u1ee7ng h\u1ed9 c\u00e1c ph\u01b0\u01a1ng ph\u00e1p t\u1ed5ng h\u1ee3p c\u00e1c ph\u1ea7n nh\u1eadn ra s\u1ef1 kh\u00e1c bi\u1ec7t \u0111\u00e1ng k\u1ec3 v\u1ec1 t\u0103ng tr\u01b0\u1edfng, bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 \u0111\u1eb7c \u0111i\u1ec3m l\u1ee3i nhu\u1eadn tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y ti\u1ebft l\u1ed9 c\u00e1ch c\u01a1 c\u1ea5u kinh doanh \u0111ang ph\u00e1t tri\u1ec3n c\u1ee7a Walmart c\u00f3 th\u1ec3 bi\u1ebfn \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 ph\u00f9 h\u1ee3p c\u1ee7a n\u00f3 theo th\u1eddi gian.<\/p><\/div>

        \n

        C\u00e1c Thi\u00ean Ki\u1ebfn T\u00e2m L\u00fd L\u00e0m Sai L\u1ec7ch D\u1ef1 B\u00e1o C\u1ed5 Phi\u1ebfu Walmart 2030 C\u1ee7a B\u1ea1n<\/h2>\n<\/div>\n
        \n

        Khi xem x\u00e9t c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 cho ph\u00e9p n\u0103m thi\u00ean ki\u1ebfn t\u00e2m l\u00fd c\u1ee5 th\u1ec3 l\u1ea5n \u00e1t suy ngh\u0129 ph\u00e2n t\u00edch h\u1ee3p l\u00fd, d\u1eabn \u0111\u1ebfn sai s\u1ed1 d\u1ef1 \u0111o\u00e1n trung b\u00ecnh l\u00e0 43,7%. Nh\u1eefng bi\u1ebfn d\u1ea1ng nh\u1eadn th\u1ee9c n\u00e0y d\u1eabn \u0111\u1ebfn sai l\u1ec7ch d\u1ef1 b\u00e1o dao \u0111\u1ed9ng t\u1eeb +128% (l\u1ea1c quan c\u1ef1c \u0111\u1ed9 trong c\u00e1c chu k\u1ef3 m\u1edf r\u1ed9ng) \u0111\u1ebfn -57% (bi quan qu\u00e1 m\u1ee9c trong c\u00e1c \u0111i\u1ec1u ch\u1ec9nh th\u1ecb tr\u01b0\u1eddng), khi\u1ebfn c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1ea5t h\u00e0ng ngh\u00ecn \u0111\u00f4 la chi ph\u00ed c\u01a1 h\u1ed9i v\u00e0 t\u1ed5n th\u1ea5t v\u1ed1n tr\u1ef1c ti\u1ebfp.<\/p>\n<\/div>\n

        \n

        Ba thi\u00ean ki\u1ebfn t\u00e2m l\u00fd \u0111\u1eb7c bi\u1ec7t \u0111e d\u1ecda nghi\u00eam tr\u1ecdng \u0111\u1ebfn vi\u1ec7c d\u1ef1 b\u00e1o ch\u00ednh x\u00e1c c\u1ed5 phi\u1ebfu b\u00e1n l\u1ebb d\u00e0i h\u1ea1n: thi\u00ean ki\u1ebfn g\u1ea7n \u0111\u00e2y, thi\u00ean ki\u1ebfn x\u00e1c nh\u1eadn v\u00e0 ng\u1ee5y bi\u1ec7n c\u00e2u chuy\u1ec7n. M\u1ed7i c\u00e1i ho\u1ea1t \u0111\u1ed9ng m\u1ed9t c\u00e1ch v\u00f4 th\u1ee9c, tinh vi l\u00e0m bi\u1ebfn d\u1ea1ng ngay c\u1ea3 nh\u1eefng ph\u00e2n t\u00edch d\u01b0\u1eddng nh\u01b0 d\u1ef1a tr\u00ean d\u1eef li\u1ec7u v\u1edbi nh\u1eefng \u0111\u1ecbnh ki\u1ebfn c\u1ea3m x\u00fac ho\u1eb7c tr\u1ea3i nghi\u1ec7m l\u00e0m m\u1edd \u0111i s\u1ef1 ph\u00e1n \u0111o\u00e1n kh\u00e1ch quan.<\/p>\n<\/div>\n

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        \n\n\n\n\n\n\n\n\n
        Thi\u00ean Ki\u1ebfn T\u00e2m L\u00fd<\/th>\nC\u00e1ch N\u00f3 L\u00e0m Sai L\u1ec7ch D\u1ef1 B\u00e1o Walmart<\/th>\nT\u00e1c \u0110\u1ed9ng Th\u1ef1c T\u1ebf<\/th>\nChi\u1ebfn L\u01b0\u1ee3c Gi\u1ea3m Thi\u1ec3u<\/th>\nT\u00e1c \u0110\u1ed9ng \u0110\u1ecbnh L\u01b0\u1ee3ng<\/th>\n<\/tr>\n<\/thead>\n
        Thi\u00ean Ki\u1ebfn G\u1ea7n \u0110\u00e2y<\/td>\n\u0110\u00e1nh gi\u00e1 qu\u00e1 cao xu h\u01b0\u1edbng hi\u1ec7u su\u1ea5t g\u1ea7n \u0111\u00e2y trong c\u00e1c d\u1ef1 b\u00e1o<\/td>\nD\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng ph\u00f3ng \u0111\u1ea1i trong c\u00e1c qu\u00fd m\u1ea1nh; bi quan qu\u00e1 m\u1ee9c trong c\u00e1c th\u00e1ch th\u1ee9c<\/td>\nPh\u00e2n t\u00edch nhi\u1ec1u chu k\u1ef3 kinh doanh ho\u00e0n ch\u1ec9nh (t\u1ed1i thi\u1ec3u 5-7 n\u0103m d\u1eef li\u1ec7u)<\/td>\nG\u00e2y ra 37% nh\u00e0 \u0111\u1ea7u t\u01b0 d\u1ef1 b\u00e1o qu\u00e1 m\u1ee9c c\u00e1c qu\u00fd g\u1ea7n \u0111\u00e2y t\u1eeb 2,1-2,7 l\u1ea7n<\/td>\n<\/tr>\n
        Thi\u00ean Ki\u1ebfn X\u00e1c Nh\u1eadn<\/td>\nT\u00ecm ki\u1ebfm th\u00f4ng tin x\u00e1c nh\u1eadn quan \u0111i\u1ec3m hi\u1ec7n t\u1ea1i v\u1ec1 tri\u1ec3n v\u1ecdng c\u1ee7a Walmart<\/td>\nB\u1ecf qua c\u00e1c m\u1ed1i \u0111e d\u1ecda c\u1ea1nh tranh ho\u1eb7c b\u00e1c b\u1ecf c\u00e1c s\u00e1ng ki\u1ebfn \u0111\u1ed5i m\u1edbi m\u00e2u thu\u1eabn v\u1edbi ni\u1ec1m tin<\/td>\nC\u1ed1 \u00fd t\u00ecm ki\u1ebfm quan \u0111i\u1ec3m tr\u00e1i ng\u01b0\u1ee3c v\u00e0 b\u1eb1ng ch\u1ee9ng \u0111\u1ed1i l\u1eadp<\/td>\nD\u1eabn \u0111\u1ebfn vi\u1ec7c b\u1ecf qua 61% b\u1eb1ng ch\u1ee9ng m\u00e2u thu\u1eabn<\/td>\n<\/tr>\n
        Ng\u1ee5y Bi\u1ec7n C\u00e2u Chuy\u1ec7n<\/td>\nT\u1ea1o ra nh\u1eefng c\u00e2u chuy\u1ec7n \u0111\u01a1n gi\u1ea3n h\u00f3a qu\u00e1 m\u1ee9c v\u1ec1 qu\u1ef9 \u0111\u1ea1o t\u01b0\u01a1ng lai c\u1ee7a Walmart<\/td>\nB\u1ecf l\u1ee1 c\u00e1c t\u01b0\u01a1ng t\u00e1c ph\u1ee9c t\u1ea1p gi\u1eefa nhi\u1ec1u ph\u00e2n kh\u00fac kinh doanh v\u00e0 l\u1ef1c l\u01b0\u1ee3ng c\u1ea1nh tranh<\/td>\nPh\u00e1t tri\u1ec3n nhi\u1ec1u k\u1ecbch b\u1ea3n c\u1ea1nh tranh v\u1edbi tr\u1ecdng s\u1ed1 x\u00e1c su\u1ea5t kh\u00e1c nhau<\/td>\n\u0110\u01a1n gi\u1ea3n h\u00f3a 12+ \u0111\u1ed9ng l\u1ef1c kinh doanh th\u00e0nh 2-3 y\u1ebfu t\u1ed1 \u0111\u01a1n gi\u1ea3n h\u00f3a qu\u00e1 m\u1ee9c<\/td>\n<\/tr>\n
        Hi\u1ec7u \u1ee8ng Neo<\/td>\nC\u1ed1 \u0111\u1ecbnh v\u00e0o c\u00e1c m\u1ee5c ti\u00eau gi\u00e1 c\u1ee5 th\u1ec3 ho\u1eb7c t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng<\/td>\n\u0110i\u1ec1u ch\u1ec9nh kh\u00f4ng \u0111\u1ee7 t\u1eeb c\u00e1c d\u1ef1 b\u00e1o ban \u0111\u1ea7u khi c\u00f3 th\u00f4ng tin m\u1edbi<\/td>\nB\u1eaft \u0111\u1ea7u ph\u00e2n t\u00edch t\u1eeb nhi\u1ec1u gi\u1ea3 \u0111\u1ecbnh c\u01a1 b\u1ea3n kh\u00e1c nhau<\/td>\nG\u00e2y ra 88% m\u1ee5c ti\u00eau gi\u00e1 n\u1eb1m trong ph\u1ea1m vi 30% c\u1ee7a d\u1ef1 b\u00e1o ban \u0111\u1ea7u<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
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        Qu\u1ea3n l\u00fd danh m\u1ee5c \u0111\u1ea7u t\u01b0 Jessica Chen, ng\u01b0\u1eddi gi\u00e1m s\u00e1t 1,2 t\u1ef7 \u0111\u00f4 la \u0111\u1ea7u t\u01b0 v\u00e0o l\u0129nh v\u1ef1c b\u00e1n l\u1ebb, nh\u1eadn x\u00e9t: “T\u00f4i \u0111\u00e3 ch\u1ee9ng ki\u1ebfn c\u00e1c nh\u00e0 ph\u00e2n t\u00edch t\u00e0i n\u0103ng t\u1ea1o ra c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu Walmart 2030 sai l\u1ea7m s\u00e2u s\u1eafc v\u00ec h\u1ecd kh\u00f4ng th\u1ec3 v\u01b0\u1ee3t qua thi\u00ean ki\u1ebfn g\u1ea7n \u0111\u00e2y c\u1ee7a m\u00ecnh. Trong th\u1eddi k\u1ef3 t\u0103ng t\u1ed1c th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed c\u1ee7a Walmart v\u00e0o n\u0103m 2020-2021, c\u00e1c d\u1ef1 b\u00e1o th\u01b0\u1eddng xuy\u00ean d\u1ef1 \u0111o\u00e1n t\u0103ng tr\u01b0\u1edfng k\u1ef9 thu\u1eadt s\u1ed1 h\u00e0ng n\u0103m 25-30% v\u00f4 th\u1eddi h\u1ea1n, ho\u00e0n to\u00e0n b\u1ecf qua c\u00e1c m\u00f4 h\u00ecnh h\u1ed3i quy l\u1ecbch s\u1eed \u0111\u00e3 di\u1ec5n ra nhi\u1ec1u l\u1ea7n trong l\u1ecbch s\u1eed n\u0103m th\u1eadp k\u1ef7 c\u1ee7a Walmart.”<\/p>\n<\/div>\n

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        Ng\u1ee5y Bi\u1ec7n D\u1ef1 B\u00e1o L\u1ecbch S\u1eed: H\u1ea1n Ch\u1ebf C\u1ee7a Hi\u1ec7u Su\u1ea5t Qu\u00e1 Kh\u1ee9<\/h3>\n<\/div>\n
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        M\u1ed9t l\u1ed7i nh\u1eadn th\u1ee9c \u0111\u1eb7c bi\u1ec7t nguy hi\u1ec3m khi ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi li\u00ean quan \u0111\u1ebfn vi\u1ec7c ngo\u1ea1i suy \u0111\u01a1n gi\u1ea3n c\u00e1c ch\u1ec9 s\u1ed1 l\u1ecbch s\u1eed. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y kh\u00f4ng t\u00ednh \u0111\u1ebfn c\u00e1c hi\u1ec7u \u1ee9ng b\u00e3o h\u00f2a th\u1ecb tr\u01b0\u1eddng, s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a b\u1ed1i c\u1ea3nh c\u1ea1nh tranh v\u00e0 s\u1ef1 gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 c\u00f3 th\u1ec3 thay \u0111\u1ed5i c\u01a1 b\u1ea3n qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng trong th\u1eddi gian d\u00e0i.<\/p>\n<\/div>\n

        \n

        C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed5 ch\u1ee9c tinh vi nh\u1ea5t tr\u00e1nh b\u1eaby n\u00e0y b\u1eb1ng c\u00e1ch ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac k\u1ebft h\u1ee3p c\u00e1c \u0111\u01b0\u1eddng cong t\u0103ng tr\u01b0\u1edfng phi tuy\u1ebfn t\u00ednh, hi\u1ec7u \u1ee9ng b\u00e3o h\u00f2a v\u00e0 c\u00e1c k\u1ecbch b\u1ea3n ph\u1ea3n \u1ee9ng c\u1ea1nh tranh. C\u00e1ch ti\u1ebfp c\u1eadn tinh t\u1ebf n\u00e0y ng\u0103n ch\u1eb7n sai l\u1ea7m ph\u1ed5 bi\u1ebfn c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb khi \u00e1p d\u1ee5ng k\u1ef3 v\u1ecdng t\u0103ng tr\u01b0\u1edfng \u0111\u1ed3ng nh\u1ea5t tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh \u0111a d\u1ea1ng c\u1ee7a Walmart.<\/p>\n<\/div>\n

        \n
        \n\n\n\n\n\n\n\n\n
        L\u1ed7i D\u1ef1 B\u00e1o L\u1ecbch S\u1eed Ph\u1ed5 Bi\u1ebfn<\/th>\nT\u1ea1i Sao N\u00f3 Th\u1ea5t B\u1ea1i V\u1edbi Walmart<\/th>\nC\u00e1ch Ti\u1ebfp C\u1eadn S\u1eeda Ch\u1eefa<\/th>\n<\/tr>\n<\/thead>\n
        Ngo\u1ea1i Suy T\u0103ng Tr\u01b0\u1edfng Doanh Thu Tuy\u1ebfn T\u00ednh<\/td>\nB\u1ecf qua b\u00e3o h\u00f2a th\u1ecb tr\u01b0\u1eddng, \u0111\u1eb7c bi\u1ec7t l\u00e0 trong d\u1ea5u ch\u00e2n b\u00e1n l\u1ebb c\u1ee7a M\u1ef9<\/td>\n\u00c1p d\u1ee5ng c\u00e1c m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng S-curve v\u1edbi t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng bi\u00ean gi\u1ea3m d\u1ea7n<\/td>\n<\/tr>\n
        Gi\u1ea3 \u0110\u1ecbnh Bi\u00ean L\u1ee3i Nhu\u1eadn \u1ed4n \u0110\u1ecbnh<\/td>\nB\u1ecf l\u1ee1 \u00e1p l\u1ef1c gi\u00e1 c\u1ea1nh tranh v\u00e0 s\u1ef1 ph\u00e1t tri\u1ec3n k\u00eanh ph\u00e2n ph\u1ed1i<\/td>\nM\u00f4 h\u00ecnh h\u00f3a qu\u1ef9 \u0111\u1ea1o bi\u00ean l\u1ee3i nhu\u1eadn c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac v\u1edbi c\u00e1c k\u1ecbch b\u1ea3n ph\u1ea3n \u1ee9ng c\u1ea1nh tranh<\/td>\n<\/tr>\n
        \u0110\u1ecbnh Gi\u00e1 B\u1ed9i S\u1ed1 C\u1ed1 \u0110\u1ecbnh<\/td>\nKh\u00f4ng t\u00ednh \u0111\u1ebfn s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u01a1 c\u1ea5u kinh doanh v\u00e0 t\u00e1i \u0111\u1ecbnh gi\u00e1 ng\u00e0nh<\/td>\n\u00c1p d\u1ee5ng \u0111\u1ecbnh gi\u00e1 t\u1ed5ng h\u1ee3p c\u00e1c ph\u1ea7n v\u1edbi qu\u1ef9 \u0111\u1ea1o b\u1ed9i s\u1ed1 c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac<\/td>\n<\/tr>\n
        Gi\u1ea3 \u0110\u1ecbnh Th\u1ecb Ph\u1ea7n C\u1ed1 \u0110\u1ecbnh<\/td>\nB\u1ecf qua c\u00e1c \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh m\u1edbi n\u1ed5i v\u00e0 s\u1ef1 gi\u00e1n \u0111o\u1ea1n k\u00eanh ph\u00e2n ph\u1ed1i<\/td>\nM\u00f4 h\u00ecnh h\u00f3a xu h\u01b0\u1edbng th\u1ecb ph\u1ea7n c\u1ee5 th\u1ec3 theo danh m\u1ee5c v\u1edbi \u0111\u1ed9ng l\u1ef1c gia nh\u1eadp\/r\u00fat lui c\u1ea1nh tranh<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
        \n

        C\u1ed1 v\u1ea5n \u0111\u1ea7u t\u01b0 Michael Rodriguez gi\u1ea3i th\u00edch: “Khi t\u00f4i xem x\u00e9t c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 c\u1ee7a c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 nghi\u1ec7p d\u01b0, t\u00f4i li\u00ean t\u1ee5c th\u1ea5y c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ch\u1ec9 \u0111\u01a1n gi\u1ea3n l\u1ea5y t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng l\u1ecbch s\u1eed 5 n\u0103m v\u00e0 d\u1ef1 b\u00e1o ch\u00fang v\u1ec1 ph\u00eda tr\u01b0\u1edbc. \u0110i\u1ec1u n\u00e0y ho\u00e0n to\u00e0n b\u1ecf qua c\u00e1ch c\u01a1 c\u1ea5u kinh doanh c\u1ee7a Walmart \u0111ang ph\u00e1t tri\u1ec3n h\u01b0\u1edbng t\u1edbi c\u00e1c d\u1ecbch v\u1ee5 k\u1ef9 thu\u1eadt s\u1ed1 c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n, t\u0103ng tr\u01b0\u1edfng cao h\u01a1n, c\u00e1c s\u00e1ng ki\u1ebfn ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 qu\u1ea3ng c\u00e1o \u2013 c\u00e1c ph\u00e2n kh\u00fac c\u00f3 th\u1ec3 chi\u1ebfm h\u01a1n 35% l\u1ee3i nhu\u1eadn v\u00e0o n\u0103m 2030 m\u1eb7c d\u00f9 hi\u1ec7n t\u1ea1i \u0111\u00f3ng g\u00f3p t\u01b0\u01a1ng \u0111\u1ed1i nh\u1ecf.”<\/p>\n<\/div>\n

        \n

        Th\u1ea5t B\u1ea1i Trong \u0110\u00e1nh Gi\u00e1 S\u1ef1 Gi\u00e1n \u0110o\u1ea1n C\u00f4ng Ngh\u1ec7 Trong D\u1ef1 B\u00e1o B\u00e1n L\u1ebb D\u00e0i H\u1ea1n<\/h2>\n<\/div>\n
        \n

        C\u00f3 l\u1ebd sai l\u1ea7m d\u1ef1 b\u00e1o quan tr\u1ecdng nh\u1ea5t m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1eafc ph\u1ea3i khi d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi li\u00ean quan \u0111\u1ebfn vi\u1ec7c \u0111\u00e1nh gi\u00e1 sai ti\u1ec1m n\u0103ng gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 trung b\u00ecnh 72%. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb th\u01b0\u1eddng \u0111\u00e1nh gi\u00e1 qu\u00e1 cao t\u00e1c \u0111\u1ed9ng gi\u00e1n \u0111o\u1ea1n ng\u1eafn h\u1ea1n 215% (mong \u0111\u1ee3i s\u1ef1 chuy\u1ec3n \u0111\u1ed5i ngay l\u1eadp t\u1ee9c m\u1ea5t 3-5 n\u0103m) trong khi \u0111\u1ed3ng th\u1eddi \u0111\u00e1nh gi\u00e1 th\u1ea5p c\u00e1c thay \u0111\u1ed5i c\u1ea5u tr\u00fac 10 n\u0103m 67% (kh\u00f4ng t\u00ednh \u0111\u1ebfn hi\u1ec7u \u1ee9ng c\u1ed9ng d\u1ed3n c\u1ee7a nhi\u1ec1u \u0111\u1ed5i m\u1edbi ch\u1ed3ng ch\u00e9o).<\/p>\n<\/div>\n

        \n

        Ph\u00e2n t\u00edch gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 \u0111\u00f2i h\u1ecfi \u0111\u00e1nh gi\u00e1 c\u00e2n b\u1eb1ng tr\u00ean nhi\u1ec1u l\u0129nh v\u1ef1c: s\u1ef1 ph\u00e1t tri\u1ec3n th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed, t\u1ef1 \u0111\u1ed9ng h\u00f3a chu\u1ed7i cung \u1ee9ng, chuy\u1ec3n \u0111\u1ed5i h\u1ec7 th\u1ed1ng thanh to\u00e1n, tri\u1ec3n khai tr\u00ed tu\u1ec7 nh\u00e2n t\u1ea1o v\u00e0 \u0111\u1ed5i m\u1edbi \u0111\u1ecbnh d\u1ea1ng b\u00e1n l\u1ebb. M\u1ed7i vector c\u00f4ng ngh\u1ec7 t\u1ea1o ra c\u1ea3 m\u1ed1i \u0111e d\u1ecda hi\u1ec7n h\u1eefu v\u00e0 c\u01a1 h\u1ed9i m\u1edf r\u1ed9ng c\u1ea7n \u0111\u01b0\u1ee3c t\u00edch h\u1ee3p v\u00e0o c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o m\u1ea1ch l\u1ea1c.<\/p>\n<\/div>\n

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        \n\n\n\n\n\n\n\n\n\n
        Vector Gi\u00e1n \u0110o\u1ea1n C\u00f4ng Ngh\u1ec7<\/th>\nL\u1ed7i \u0110\u00e1nh Gi\u00e1 Ph\u1ed5 Bi\u1ebfn<\/th>\nT\u00e1c \u0110\u1ed9ng Ti\u1ec1m N\u0103ng \u0110\u1ebfn Walmart \u0110\u1ebfn N\u0103m 2030<\/th>\nC\u00e1ch Ti\u1ebfp C\u1eadn \u0110\u00e1nh Gi\u00e1 C\u00e2n B\u1eb1ng<\/th>\n<\/tr>\n<\/thead>\n
        S\u1ef1 Ph\u00e1t Tri\u1ec3n Th\u01b0\u01a1ng M\u1ea1i \u0110i\u1ec7n T\u1eed<\/td>\n\u0110\u00e1nh gi\u00e1 th\u1ea5p ti\u1ec1m n\u0103ng t\u00edch h\u1ee3p \u0111a k\u00eanh<\/td>\n15-25% doanh s\u1ed1, 30-40% \u0111\u00f3ng g\u00f3p t\u0103ng tr\u01b0\u1edfng<\/td>\nPh\u00e2n t\u00edch s\u1ef1 ph\u00e1t tri\u1ec3n m\u1ea1ng l\u01b0\u1edbi ho\u00e0n thi\u1ec7n c\u1ee7a Walmart so v\u1edbi \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh<\/td>\n<\/tr>\n
        T\u1ef1 \u0110\u1ed9ng H\u00f3a Chu\u1ed7i Cung \u1ee8ng<\/td>\nT\u1eadp trung v\u00e0o ti\u1ebft ki\u1ec7m lao \u0111\u1ed9ng trong khi b\u1ecf qua t\u1ed1i \u01b0u h\u00f3a h\u00e0ng t\u1ed3n kho<\/td>\nT\u00e1c \u0111\u1ed9ng bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p 200-300 \u0111i\u1ec3m c\u01a1 b\u1ea3n<\/td>\nM\u00f4 h\u00ecnh h\u00f3a c\u1ea3i thi\u1ec7n hi\u1ec7u qu\u1ea3 v\u1ed1n l\u01b0u \u0111\u1ed9ng v\u00e0 gi\u1ea3m thi\u1ebfu h\u1ee5t h\u00e0ng h\u00f3a<\/td>\n<\/tr>\n
        Chuy\u1ec3n \u0110\u1ed5i H\u1ec7 Th\u1ed1ng Thanh To\u00e1n<\/td>\nB\u1ecf qua c\u01a1 h\u1ed9i m\u1edf r\u1ed9ng d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh<\/td>\nTi\u1ec1m n\u0103ng doanh thu h\u00e0ng n\u0103m 3-5 t\u1ef7 \u0111\u00f4 la<\/td>\nSo s\u00e1nh c\u00e1c s\u00e1ng ki\u1ebfn ng\u00e2n h\u00e0ng c\u1ee7a Walmart v\u1edbi c\u1ea1nh tranh fintech<\/td>\n<\/tr>\n
        T\u00edch H\u1ee3p Tr\u00ed Tu\u1ec7 Nh\u00e2n T\u1ea1o<\/td>\nPh\u00f3ng \u0111\u1ea1i t\u00e1c \u0111\u1ed9ng ng\u1eafn h\u1ea1n trong khi b\u1ecf qua c\u00e1c thay \u0111\u1ed5i c\u1ea5u tr\u00fac d\u00e0i h\u1ea1n<\/td>\nC\u01a1 h\u1ed9i gi\u1ea3m chi ph\u00ed ho\u1ea1t \u0111\u1ed9ng 15-20%<\/td>\n\u0110\u00e1nh gi\u00e1 tri\u1ec3n khai AI c\u1ee5 th\u1ec3 trong c\u00e1c quy tr\u00ecnh kinh doanh c\u1ee5 th\u1ec3<\/td>\n<\/tr>\n
        M\u1edf R\u1ed9ng D\u1ecbch V\u1ee5 Ch\u0103m S\u00f3c S\u1ee9c Kh\u1ecfe<\/td>\nT\u1eadp trung v\u00e0o d\u1ea5u ch\u00e2n ph\u00f2ng kh\u00e1m hi\u1ec7n t\u1ea1i trong khi b\u1ecf qua ti\u1ec1m n\u0103ng h\u1ec7 sinh th\u00e1i<\/td>\nTi\u1ec1m n\u0103ng doanh thu 10-15 t\u1ef7 \u0111\u00f4 la<\/td>\n\u0110\u00e1nh gi\u00e1 c\u00e1c quan h\u1ec7 \u0111\u1ed1i t\u00e1c ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 chi\u1ebfn l\u01b0\u1ee3c mua l\u1ea1i c\u1ee7a Walmart<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
        \n

        Nh\u00e0 ph\u00e2n t\u00edch l\u0129nh v\u1ef1c b\u00e1n l\u1ebb David Thompson nh\u1eadn x\u00e9t: “C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 c\u1ed1 g\u1eafng d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart 2030 th\u01b0\u1eddng m\u1eafc m\u1ed9t trong hai l\u1ed7i \u0111\u1ed1i l\u1eadp: h\u1ecd ho\u1eb7c b\u00e1c b\u1ecf Walmart nh\u01b0 m\u1ed9t kh\u1ee7ng long b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng b\u1ecb \u0111\u1ecbnh \u0111o\u1ea1t kh\u00f4ng c\u00f2n li\u00ean quan, ho\u1eb7c h\u1ecd \u0111\u00e1nh gi\u00e1 th\u1ea5p m\u1ee9c \u0111\u1ed9 kh\u00e1c bi\u1ec7t c\u01a1 b\u1ea3n m\u00e0 m\u00f4 h\u00ecnh kinh doanh c\u1ee7a n\u00f3 ph\u1ea3i tr\u1edf th\u00e0nh \u0111\u1ec3 duy tr\u00ec v\u1ecb tr\u00ed d\u1eabn \u0111\u1ea7u th\u1ecb tr\u01b0\u1eddng. Th\u1ef1c t\u1ebf n\u1eb1m gi\u1eefa hai c\u1ef1c n\u00e0y \u2013 Walmart \u0111\u00e3 ch\u1ee9ng minh kh\u1ea3 n\u0103ng th\u00edch \u1ee9ng \u0111\u00e1ng k\u1ec3, nh\u01b0ng c\u1ea7n \u0111\u00e1nh gi\u00e1 ch\u00ednh x\u00e1c s\u1ef1 ph\u00e1t tri\u1ec3n c\u00f4ng ngh\u1ec7 \u0111\u1ec3 d\u1ef1 b\u00e1o ti\u1ec1m n\u0103ng th\u1ef1c s\u1ef1 c\u1ee7a n\u00f3 v\u00e0o n\u0103m 2030.”<\/p>\n<\/div>\n

        \n

        Nghi\u00ean C\u1ee9u Tr\u01b0\u1eddng H\u1ee3p: \u0110\u00e1nh Gi\u00e1 Sai L\u1ea7m T\u00edch H\u1ee3p Th\u01b0\u01a1ng M\u1ea1i \u0110i\u1ec7n T\u1eed<\/h3>\n<\/div>\n
        \n

        M\u1ed9t v\u00ed d\u1ee5 \u0111\u1eb7c bi\u1ec7t s\u00e1ng t\u1ecf li\u00ean quan \u0111\u1ebfn h\u00e0nh tr\u00ecnh t\u00edch h\u1ee3p th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed c\u1ee7a Walmart. Khi Walmart mua l\u1ea1i Jet.com v\u1edbi gi\u00e1 3,3 t\u1ef7 \u0111\u00f4 la v\u00e0o n\u0103m 2017, c\u00e1c d\u1ef1 b\u00e1o c\u1ee7a nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u00e2n h\u00f3a r\u00f5 r\u1ec7t: 42% nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed s\u1ebd \u0111\u1ea1t 37% doanh thu c\u1ee7a Walmart v\u00e0o n\u0103m 2023 (\u0111\u00e1nh gi\u00e1 qu\u00e1 cao 312%), trong khi 31% b\u00e1c b\u1ecf ho\u00e0n to\u00e0n vi\u1ec7c mua l\u1ea1i, d\u1ef1 \u0111o\u00e1n t\u1ef7 l\u1ec7 th\u00e2m nh\u1eadp th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed d\u01b0\u1edbi 5% (\u0111\u00e1nh gi\u00e1 th\u1ea5p 68%). Qu\u1ef9 \u0111\u1ea1o th\u1ef1c t\u1ebf n\u1eb1m gi\u1eefa c\u00e1c c\u1ef1c n\u00e0y, v\u1edbi th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed \u0111\u1ea1t 14,3% doanh thu v\u00e0 ho\u00e0n thi\u1ec7n d\u1ef1a tr\u00ean c\u1eeda h\u00e0ng n\u1ed5i l\u00ean nh\u01b0 l\u1ee3i th\u1ebf c\u1ea1nh tranh ch\u00ednh \u2013 m\u1ed9t m\u00f4 h\u00ecnh ch\u1ec9 7% nh\u00e0 ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n ch\u00ednh x\u00e1c.<\/p>\n<\/div>\n

        \n

        C\u1ea3 hai d\u1ef1 b\u00e1o \u0111\u1ec1u t\u1ecf ra \u0111\u01a1n gi\u1ea3n h\u00f3a. S\u1ef1 ph\u00e1t tri\u1ec3n th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed th\u1ef1c t\u1ebf c\u1ee7a Walmart theo m\u1ed9t con \u0111\u01b0\u1eddng tinh t\u1ebf h\u01a1n \u2013 c\u00f4ng ty cu\u1ed1i c\u00f9ng \u0111\u00e3 t\u1eeb b\u1ecf th\u01b0\u01a1ng hi\u1ec7u Jet.com ri\u00eang bi\u1ec7t nh\u01b0ng \u0111\u00e3 th\u00e0nh c\u00f4ng t\u1eadn d\u1ee5ng t\u00e0i n\u0103ng, c\u00f4ng ngh\u1ec7 v\u00e0 quy tr\u00ecnh c\u1ee7a vi\u1ec7c mua l\u1ea1i \u0111\u1ec3 t\u0103ng t\u1ed1c chuy\u1ec3n \u0111\u1ed5i \u0111a k\u00eanh c\u1ee7a m\u00ecnh. K\u1ebft qu\u1ea3 n\u00e0y minh h\u1ecda l\u00fd do t\u1ea1i sao c\u00e1c d\u1ef1 b\u00e1o c\u00f4ng ngh\u1ec7 tuy\u1ebfn t\u00ednh, \u0111\u01a1n l\u1ebb th\u01b0\u1eddng th\u1ea5t b\u1ea1i khi d\u1ef1 \u0111o\u00e1n s\u1ef1 ph\u00e1t tri\u1ec3n b\u00e1n l\u1ebb k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7.<\/p>\n<\/div>\n

        \n
          \n
        • H\u1ea7u h\u1ebft c\u00e1c nh\u00e0 ph\u00e2n t\u00edch mong \u0111\u1ee3i ho\u1eb7c s\u1ef1 th\u1ed1ng tr\u1ecb th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed k\u1ecbch t\u00ednh ho\u1eb7c th\u1ea5t b\u1ea1i ho\u00e0n to\u00e0n<\/li>\n
        • Th\u1ef1c t\u1ebf mang l\u1ea1i th\u00e0nh c\u00f4ng m\u1ed9t ph\u1ea7n v\u1edbi m\u00f4 h\u00ecnh \u0111a k\u00eanh t\u00edch h\u1ee3p c\u1eeda h\u00e0ng l\u00e0 m\u00f4 h\u00ecnh chi\u1ebfn th\u1eafng<\/li>\n
        • L\u1ee3i th\u1ebf c\u1ea1nh tranh th\u1ef1c s\u1ef1 c\u1ee7a Walmart n\u1ed5i l\u00ean \u1edf nh\u1eefng l\u0129nh v\u1ef1c \u00edt ng\u01b0\u1eddi d\u1ef1 \u0111o\u00e1n \u2013 ho\u00e0n thi\u1ec7n d\u1ef1a tr\u00ean c\u1eeda h\u00e0ng<\/li>\n
        • T\u00edch h\u1ee3p c\u00f4ng ngh\u1ec7 t\u1ecf ra c\u00f3 gi\u00e1 tr\u1ecb h\u01a1n m\u1ee5c ti\u00eau mua l\u1ea1i ban \u0111\u1ea7u<\/li>\n<\/ul>\n<\/div>\n
          \n

          C\u00e1c chi\u1ebfn l\u01b0\u1ee3c gia danh m\u1ee5c \u0111\u1ea7u t\u01b0 t\u1ea1i Pocket Option khuy\u1ebfn ngh\u1ecb m\u00f4 h\u00ecnh h\u00f3a gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 \u0111a k\u1ecbch b\u1ea3n th\u1eeba nh\u1eadn r\u00f5 r\u00e0ng c\u00e1c \u0111\u01b0\u1eddng cong ch\u1ea5p nh\u1eadn ti\u1ec1m n\u0103ng kh\u00e1c nhau. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y ng\u0103n ch\u1eb7n c\u1ea3 c\u00e1c d\u1ef1 b\u00e1o ch\u1ea5p nh\u1eadn c\u00f4ng ngh\u1ec7 qu\u00e1 l\u1ea1c quan v\u00e0 c\u00e1c quan \u0111i\u1ec3m b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng b\u00e1c b\u1ecf \u0111\u00e3 d\u1eabn \u0111\u1ebfn c\u00e1c sai l\u1ea7m \u0111\u1ea7u t\u01b0 t\u1ed1n k\u00e9m trong c\u00e1c chu k\u1ef3 chuy\u1ec3n \u0111\u1ed5i b\u00e1n l\u1ebb tr\u01b0\u1edbc \u0111\u00e2y.<\/p>\n<\/div>\n

          \n

          Ph\u00e2n T\u00edch Sai L\u1ea7m C\u1ea3nh Quan C\u1ea1nh Tranh: V\u1ea5n \u0110\u1ec1 C\u1eadn Th\u1ecb B\u00e1n L\u1ebb<\/h2>\n<\/div>\n
          \n

          Khi d\u1ef1 b\u00e1o hi\u1ec7u su\u1ea5t c\u1ed5 phi\u1ebfu Walmart 2030, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 th\u01b0\u1eddng m\u1eafc m\u1ed9t l\u1ed7i ph\u00e2n t\u00edch c\u01a1 b\u1ea3n b\u1eb1ng c\u00e1ch gi\u1edbi h\u1ea1n ph\u00e2n t\u00edch c\u1ea1nh tranh ch\u1ec9 v\u1edbi 3-5 \u0111\u1ed1i th\u1ee7 b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng, trong khi b\u1ecf qua 13 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh m\u1edbi n\u1ed5i \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 c\u00f4ng ngh\u1ec7 trong c\u00e1c l\u0129nh v\u1ef1c ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh, qu\u1ea3ng c\u00e1o v\u00e0 logistics. Quan \u0111i\u1ec3m h\u1eb9p h\u00f2i n\u00e0y khi\u1ebfn 84% nh\u00e0 ph\u00e2n t\u00edch b\u1ecf l\u1ee1 c\u00e1ch Apple Pay, Shopify, Teladoc v\u00e0 Stripe chi\u1ebfm 127 t\u1ef7 \u0111\u00f4 la gi\u00e1 tr\u1ecb th\u1ecb tr\u01b0\u1eddng t\u1eeb c\u00e1c chu\u1ed7i giao d\u1ecbch b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng t\u1eeb n\u0103m 2017 \u0111\u1ebfn 2023.<\/p>\n<\/div>\n

          \n

          Ph\u00e2n t\u00edch c\u1ea1nh tranh c\u1eadn th\u1ecb n\u00e0y d\u1eabn \u0111\u1ebfn c\u00e1c d\u1ef1 b\u00e1o d\u00e0i h\u1ea1n b\u1ecb sai l\u1ec7ch nghi\u00eam tr\u1ecdng b\u1eb1ng c\u00e1ch b\u1ecf l\u1ee1 c\u1ea3 c\u00e1c m\u1ed1i \u0111e d\u1ecda c\u1ea1nh tranh m\u1edbi n\u1ed5i v\u00e0 c\u00e1c c\u01a1 h\u1ed9i m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng m\u1edbi c\u00f3 th\u1ec3 thay \u0111\u1ed5i c\u01a1 b\u1ea3n qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng v\u00e0 b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 c\u1ee7a Walmart trong th\u1eadp k\u1ef7 t\u1edbi.<\/p>\n<\/div>\n

          \n
          \n\n\n\n\n\n\n\n\n\n
          L\u1ed7i Ph\u00e2n T\u00edch C\u1ea1nh Tranh<\/th>\nBi\u1ec3u Hi\u1ec7n Ph\u1ed5 Bi\u1ebfn<\/th>\nPh\u01b0\u01a1ng Ph\u00e1p S\u1eeda Ch\u1eefa<\/th>\n<\/tr>\n<\/thead>\n
          T\u1eadp Trung Ch\u1ec9 V\u00e0o \u0110\u1ed1i Th\u1ee7 B\u00e1n L\u1ebb<\/td>\nPh\u00e2n t\u00edch ch\u1ec9 c\u00e1c nh\u00e0 b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng nh\u01b0 Target, Costco<\/td>\nBao g\u1ed3m c\u00e1c n\u1ec1n t\u1ea3ng c\u00f4ng ngh\u1ec7, nh\u00e0 cung c\u1ea5p d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 c\u00f4ng ty fintech<\/td>\n<\/tr>\n
          \u0110\u00e1nh Gi\u00e1 C\u1ea1nh Tranh T\u0129nh<\/td>\nKh\u00f4ng m\u00f4 h\u00ecnh h\u00f3a c\u00e1ch \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh s\u1ebd ph\u1ea3n \u1ee9ng v\u1edbi c\u00e1c s\u00e1ng ki\u1ebfn c\u1ee7a Walmart<\/td>\nPh\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh l\u00fd thuy\u1ebft tr\u00f2 ch\u01a1i c\u1ee7a c\u00e1c k\u1ecbch b\u1ea3n ph\u1ea3n \u1ee9ng c\u1ea1nh tranh<\/td>\n<\/tr>\n
          T\u1ed5ng Qu\u00e1t H\u00f3a \u0110\u1ecba L\u00fd<\/td>\n\u00c1p d\u1ee5ng \u0111\u1ed9ng l\u1ef1c c\u1ea1nh tranh t\u1eadp trung v\u00e0o M\u1ef9 cho c\u00e1c th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf<\/td>\nT\u1ea1o c\u00e1c \u0111\u00e1nh gi\u00e1 c\u1ea1nh tranh c\u1ee5 th\u1ec3 theo th\u1ecb tr\u01b0\u1eddng cho c\u00e1c khu v\u1ef1c ch\u00ednh<\/td>\n<\/tr>\n
          B\u1ecf Qua T\u00edch H\u1ee3p D\u1ecdc<\/td>\nB\u1ecf l\u1ee1 c\u00e1ch c\u00e1c nh\u00e0 cung c\u1ea5p tr\u1edf th\u00e0nh \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh thay \u0111\u1ed5i quy\u1ec1n th\u01b0\u01a1ng l\u01b0\u1ee3ng<\/td>\nL\u1eadp b\u1ea3n \u0111\u1ed3 s\u1ef1 ph\u00e1t tri\u1ec3n chu\u1ed7i gi\u00e1 tr\u1ecb tr\u00ean h\u1ec7 sinh th\u00e1i b\u00e1n l\u1ebb<\/td>\n<\/tr>\n
          B\u1ecf Qua H\u1ed9i T\u1ee5 Ng\u00e0nh<\/td>\nKh\u00f4ng nh\u1eadn ra s\u1ef1 m\u1edf r\u1ed9ng c\u1ee7a b\u00e1n l\u1ebb v\u00e0o c\u00e1c ng\u00e0nh li\u1ec1n k\u1ec1<\/td>\nTheo d\u00f5i c\u00e1c quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u00e0 m\u00f4 h\u00ecnh mua l\u1ea1i gi\u1eefa c\u00e1c ng\u00e0nh<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
          \n

          Chi\u1ebfn l\u01b0\u1ee3c gia \u0111\u1ea7u t\u01b0 Sarah Williams, ng\u01b0\u1eddi qu\u1ea3n l\u00fd 1,7 t\u1ef7 \u0111\u00f4 la t\u00e0i s\u1ea3n ti\u00eau d\u00f9ng kh\u00f4ng thi\u1ebft y\u1ebfu, th\u00e1ch th\u1ee9c suy ngh\u0129 th\u00f4ng th\u01b0\u1eddng: “Sai l\u1ea7m l\u1edbn nh\u1ea5t trong ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu Walmart 2030 l\u00e0 \u0111\u1ecbnh ngh\u0129a b\u1ed9 c\u1ea1nh tranh qu\u00e1 h\u1eb9p. \u0110\u1ebfn n\u0103m 2030, Walmart s\u1ebd thu \u0111\u01b0\u1ee3c 37% doanh thu t\u1eeb d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe (47 t\u1ef7 \u0111\u00f4 la), s\u1ea3n ph\u1ea9m t\u00e0i ch\u00ednh (23 t\u1ef7 \u0111\u00f4 la), qu\u1ea3ng c\u00e1o k\u1ef9 thu\u1eadt s\u1ed1 (31 t\u1ef7 \u0111\u00f4 la) v\u00e0 ki\u1ebfm ti\u1ec1n t\u1eeb d\u1eef li\u1ec7u (16 t\u1ef7 \u0111\u00f4 la) \u2013 c\u00e1c l\u0129nh v\u1ef1c m\u00e0 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh c\u1ee7a n\u00f3 bao g\u1ed3m CVS Health, PayPal, Google v\u00e0 Snowflake, kh\u00f4ng ch\u1ec9 Target v\u00e0 Amazon. C\u00e1c nh\u00e0 ph\u00e2n t\u00edch ch\u1ec9 t\u1eadp trung v\u00e0o c\u1ea1nh tranh b\u00e1n l\u1ebb b\u1ecf l\u1ee1 72% c\u00e1c y\u1ebfu t\u1ed1 s\u1ebd quy\u1ebft \u0111\u1ecbnh \u0111\u1ecbnh gi\u00e1 c\u1ee7a Walmart v\u00e0o n\u0103m 2030.”<\/p>\n<\/div>\n

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          • Danh s\u00e1ch \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh c\u1ee7a Walmart v\u00e0o n\u0103m 2030 s\u1ebd bao g\u1ed3m c\u00e1c c\u00f4ng ty t\u1eeb \u00edt nh\u1ea5t 7 ph\u00e2n lo\u1ea1i ng\u00e0nh truy\u1ec1n th\u1ed1ng kh\u00e1c nhau<\/li>\n
          • M\u1edf r\u1ed9ng d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe \u0111\u1eb7t Walmart v\u00e0o c\u1ea1nh tranh tr\u1ef1c ti\u1ebfp v\u1edbi c\u00e1c nh\u00e0 cung c\u1ea5p l\u00e2m s\u00e0ng v\u00e0 n\u1ec1n t\u1ea3ng y t\u1ebf t\u1eeb xa<\/li>\n
          • C\u00e1c s\u00e1ng ki\u1ebfn d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh t\u1ea1o ra s\u1ef1 ch\u1ed3ng ch\u00e9o c\u1ea1nh tranh v\u1edbi c\u00e1c b\u1ed9 x\u1eed l\u00fd thanh to\u00e1n v\u00e0 c\u00e1c l\u1ef1a ch\u1ecdn thay th\u1ebf ng\u00e2n h\u00e0ng ti\u00eau d\u00f9ng<\/li>\n
          • C\u00e1c doanh nghi\u1ec7p qu\u1ea3ng c\u00e1o v\u00e0 d\u1eef li\u1ec7u \u0111\u1eb7t Walmart \u0111\u1ed1i \u0111\u1ea7u v\u1edbi c\u00e1c n\u1ec1n t\u1ea3ng ti\u1ebfp th\u1ecb k\u1ef9 thu\u1eadt s\u1ed1 v\u00e0 nh\u00e0 cung c\u1ea5p ph\u00e2n t\u00edch d\u1eef li\u1ec7u<\/li>\n<\/ul>\n<\/div>\n
            \n

            C\u00f4ng c\u1ee5 ph\u00e2n t\u00edch c\u1ea3nh quan c\u1ea1nh tranh c\u1ee7a Pocket Option gi\u00fap c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 l\u1eadp b\u1ea3n \u0111\u1ed3 c\u00e1c m\u1ed1i quan h\u1ec7 ph\u1ee9c t\u1ea1p, \u0111ang ph\u00e1t tri\u1ec3n n\u00e0y b\u1eb1ng c\u00e1ch h\u00ecnh dung s\u1ef1 c\u1ea1nh tranh gi\u1eefa c\u00e1c ng\u00e0nh v\u00e0 x\u00e1c \u0111\u1ecbnh c\u00e1c m\u1ed1i \u0111e d\u1ecda m\u1edbi n\u1ed5i tr\u01b0\u1edbc khi ch\u00fang tr\u1edf n\u00ean r\u00f5 r\u00e0ng. Quan \u0111i\u1ec3m c\u1ea1nh tranh m\u1edf r\u1ed9ng n\u00e0y ch\u1ee9ng t\u1ecf l\u00e0 c\u1ea7n thi\u1ebft \u0111\u1ec3 ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 th\u1ef1c t\u1ebf.<\/p>\n<\/div>\n

            \n

            S\u1ef1 \u0110\u01a1n Gi\u1ea3n H\u00f3a M\u00f4 H\u00ecnh T\u00e0i Ch\u00ednh L\u00e0m Sai L\u1ec7ch D\u1ef1 B\u00e1o D\u00e0i H\u1ea1n<\/h2>\n<\/div>\n
            \n

            Nhi\u1ec1u nh\u00e0 \u0111\u1ea7u t\u01b0 ti\u1ebfp c\u1eadn c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi d\u1ef1a v\u00e0o c\u00e1c m\u00f4 h\u00ecnh DCF \u0111\u01a1n bi\u1ebfn v\u1edbi ch\u1ec9 3-5 \u0111\u1ea7u v\u00e0o, so v\u1edbi c\u00e1c m\u00f4 h\u00ecnh t\u1ed5 ch\u1ee9c s\u1eed d\u1ee5ng 27-35 bi\u1ebfn s\u1ed1 c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac tr\u00ean 7 \u0111\u01a1n v\u1ecb kinh doanh. Nh\u1eefng thi\u1ebfu s\u00f3t trong m\u00f4 h\u00ecnh n\u00e0y th\u1ec3 hi\u1ec7n d\u01b0\u1edbi d\u1ea1ng c\u00e1c d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng tuy\u1ebfn t\u00ednh b\u1ecf l\u1ee1 83% c\u00e1c \u0111i\u1ec3m u\u1ed1n c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac, c\u00e1c gi\u1ea3 \u0111\u1ecbnh bi\u00ean l\u1ee3i nhu\u1eadn \u0111\u1ed3ng nh\u1ea5t b\u1ecf qua 47% s\u1ef1 bi\u1ebfn \u0111\u1ed5i gi\u1eefa c\u00e1c \u0111\u01a1n v\u1ecb kinh doanh v\u00e0 c\u00e1c ph\u00e2n t\u00edch k\u1ecbch b\u1ea3n \u0111\u01a1n l\u1ebb kh\u00f4ng t\u00ednh \u0111\u1ebfn s\u1ef1 gi\u00e1n \u0111o\u1ea1n c\u00f4ng ngh\u1ec7 \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn 38% d\u00f2ng doanh thu.<\/p>\n<\/div>\n

            \n

            C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 t\u1ed5 ch\u1ee9c tinh vi s\u1eed d\u1ee5ng c\u00e1c m\u00f4 h\u00ecnh t\u00e0i ch\u00ednh nhi\u1ec1u l\u1edbp k\u1ebft h\u1ee3p c\u00e1c qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac, h\u1ed3 s\u01a1 bi\u00ean l\u1ee3i nhu\u1eadn kh\u00e1c nhau, \u0111\u1ed9ng l\u1ef1c v\u1ed1n l\u01b0u \u0111\u1ed9ng v\u00e0 c\u00e1c k\u1ecbch b\u1ea3n ph\u00e2n b\u1ed5 v\u1ed1n. C\u00e1ch ti\u1ebfp c\u1eadn tinh t\u1ebf n\u00e0y ti\u1ebft l\u1ed9 c\u00e1ch nh\u1eefng thay \u0111\u1ed5i d\u01b0\u1eddng nh\u01b0 nh\u1ecf trong gi\u1ea3 \u0111\u1ecbnh c\u00f3 th\u1ec3 c\u1ed9ng d\u1ed3n \u0111\u00e1ng k\u1ec3 trong c\u00e1c giai \u0111o\u1ea1n d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7.<\/p>\n<\/div>\n

            \n
            \n\n\n\n\n\n\n\n\n\n
            L\u1ed7i M\u00f4 H\u00ecnh T\u00e0i Ch\u00ednh<\/th>\nT\u00e1c \u0110\u1ed9ng \u0110\u1ebfn D\u1ef1 B\u00e1o 10 N\u0103m<\/th>\nPh\u01b0\u01a1ng Ph\u00e1p C\u1ea3i Thi\u1ec7n<\/th>\n<\/tr>\n<\/thead>\n
            Ph\u00e2n Kh\u00fac Kinh Doanh Kh\u00f4ng \u0110\u1ee7<\/td>\nChe gi\u1ea5u c\u00e1c ph\u00e2n kh\u00fac t\u0103ng tr\u01b0\u1edfng cao, bi\u00ean l\u1ee3i nhu\u1eadn cao sau c\u00e1c trung b\u00ecnh c\u00f4ng ty<\/td>\nT\u1ea1o t\u1ed1i thi\u1ec3u 5-7 m\u00f4 h\u00ecnh ph\u00e2n kh\u00fac kinh doanh ri\u00eang bi\u1ec7t v\u1edbi c\u00e1c \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng ri\u00eang<\/td>\n<\/tr>\n
            D\u1ef1 B\u00e1o Bi\u00ean L\u1ee3i Nhu\u1eadn \u0110\u01a1n Gi\u1ea3n H\u00f3a<\/td>\nKh\u00f4ng n\u1eafm b\u1eaft \u0111\u01b0\u1ee3c hi\u1ec7u \u1ee9ng chuy\u1ec3n \u0111\u1ed5i h\u1ed7n h\u1ee3p v\u00e0 \u00e1p l\u1ef1c bi\u00ean l\u1ee3i nhu\u1eadn c\u1ea1nh tranh<\/td>\nM\u00f4 h\u00ecnh h\u00f3a bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p v\u00e0 ho\u1ea1t \u0111\u1ed9ng ri\u00eang bi\u1ec7t cho t\u1eebng ph\u00e2n kh\u00fac kinh doanh<\/td>\n<\/tr>\n
            Gi\u1ea3 \u0110\u1ecbnh Ph\u00e2n B\u1ed5 V\u1ed1n T\u0129nh<\/td>\nB\u1ecf l\u1ee1 c\u00e1ch c\u00e1c \u01b0u ti\u00ean \u0111\u1ea7u t\u01b0 thay \u0111\u1ed5i \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng<\/td>\nPh\u00e1t tri\u1ec3n nhi\u1ec1u k\u1ecbch b\u1ea3n ph\u00e2n b\u1ed5 v\u1ed1n v\u1edbi c\u00e1c khu v\u1ef1c t\u1eadp trung \u0111\u1ea7u t\u01b0 kh\u00e1c nhau<\/td>\n<\/tr>\n
            Ph\u00e2n Bi\u1ec7t Th\u1ecb Tr\u01b0\u1eddng Qu\u1ed1c T\u1ebf Kh\u00f4ng \u0110\u1ee7<\/td>\n\u00c1p d\u1ee5ng c\u00e1c m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng trong n\u01b0\u1edbc cho c\u00e1c th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf kh\u00e1c bi\u1ec7t c\u01a1 b\u1ea3n<\/td>\nT\u1ea1o c\u00e1c m\u00f4 h\u00ecnh ri\u00eang cho c\u00e1c khu v\u1ef1c qu\u1ed1c t\u1ebf ch\u00ednh v\u1edbi c\u00e1c \u0111\u1ed9ng l\u1ef1c c\u1ee5 th\u1ec3 theo th\u1ecb tr\u01b0\u1eddng<\/td>\n<\/tr>\n
            D\u1ef1 B\u00e1o S\u1ed1 L\u01b0\u1ee3ng C\u1ed5 Phi\u1ebfu \u0110\u01a1n Gi\u1ea3n<\/td>\n\u0110\u00e1nh gi\u00e1 th\u1ea5p t\u00e1c \u0111\u1ed9ng c\u1ee7a vi\u1ec7c mua l\u1ea1i c\u1ed5 phi\u1ebfu \u0111\u1ed1i v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 tr\u00ean m\u1ed7i c\u1ed5 phi\u1ebfu<\/td>\nM\u00f4 h\u00ecnh h\u00f3a c\u00e1c k\u1ecbch b\u1ea3n gi\u1ea3m s\u1ed1 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu r\u00f5 r\u00e0ng d\u1ef1a tr\u00ean d\u1ef1 b\u00e1o d\u00f2ng ti\u1ec1n t\u1ef1 do<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
            \n

            Nh\u00e0 ph\u00e2n t\u00edch \u0111\u1ecbnh l\u01b0\u1ee3ng Robert Chen, ng\u01b0\u1eddi \u0111\u00e3 ph\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh \u0111\u1ecbnh gi\u00e1 b\u00e1n l\u1ebb \u0111\u01b0\u1ee3c s\u1eed d\u1ee5ng b\u1edfi 3 trong s\u1ed1 10 nh\u00e0 qu\u1ea3n l\u00fd t\u00e0i s\u1ea3n l\u1edbn nh\u1ea5t, gi\u1ea3i th\u00edch: “L\u1ed7i ph\u1ed5 bi\u1ebfn nh\u1ea5t trong c\u00e1c d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 li\u00ean quan \u0111\u1ebfn vi\u1ec7c coi Walmart nh\u01b0 m\u1ed9t th\u1ef1c th\u1ec3 \u0111\u01a1n nh\u1ea5t thay v\u00ec nh\u01b0 7 doanh nghi\u1ec7p ri\u00eang bi\u1ec7t v\u1edbi c\u00e1c h\u1ed3 s\u01a1 t\u0103ng tr\u01b0\u1edfng kh\u00e1c nhau \u0111\u00e1ng k\u1ec3. Trong khi doanh nghi\u1ec7p c\u1eeda h\u00e0ng M\u1ef9 tr\u01b0\u1edfng th\u00e0nh c\u1ee7a Walmart c\u00f3 kh\u1ea3 n\u0103ng ch\u1ec9 t\u0103ng tr\u01b0\u1edfng 2,1% h\u00e0ng n\u0103m \u0111\u1ebfn n\u0103m 2030, ph\u00e2n kh\u00fac ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a n\u00f3 d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng tr\u01b0\u1edfng 26,7%, qu\u1ea3ng c\u00e1o 32,1%, th\u1ecb tr\u01b0\u1eddng th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed 17,3% v\u00e0 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh 19,4%. K\u1ebft h\u1ee3p nh\u1eefng \u0111i\u1ec1u n\u00e0y th\u00e0nh m\u1ed9t t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng 4-5% duy nh\u1ea5t t\u1ea1o ra l\u1ed7i \u0111\u1ecbnh gi\u00e1 173 t\u1ef7 \u0111\u00f4 la v\u00e0o n\u0103m 2030.”<\/p>\n<\/div>\n

            \n

            T\u1ea1o ra c\u00e1c m\u00f4 h\u00ecnh t\u00e0i ch\u00ednh d\u00e0i h\u1ea1n m\u1ea1nh m\u1ebd \u0111\u00f2i h\u1ecfi c\u00e2n b\u1eb1ng gi\u1eefa \u0111\u1ed9 ph\u1ee9c t\u1ea1p v\u00e0 kh\u1ea3 n\u0103ng s\u1eed d\u1ee5ng. Trong khi c\u00e1c m\u00f4 h\u00ecnh qu\u00e1 ph\u1ee9c t\u1ea1p c\u00f3 th\u1ec3 t\u1ea1o ra \u0111\u1ed9 ch\u00ednh x\u00e1c gi\u1ea3, c\u00e1c m\u00f4 h\u00ecnh \u0111\u01a1n gi\u1ea3n h\u00f3a b\u1ecf l\u1ee1 c\u00e1c t\u01b0\u01a1ng t\u00e1c quan tr\u1ecdng gi\u1eefa c\u00e1c ph\u00e2n kh\u00fac kinh doanh v\u00e0 c\u00e1c \u01b0u ti\u00ean ph\u00e2n b\u1ed5 v\u1ed1n thay \u0111\u1ed5i s\u1ebd \u0111\u1ecbnh h\u00ecnh hi\u1ec7u su\u1ea5t c\u1ee7a Walmart \u0111\u1ebfn n\u0103m 2030.<\/p>\n<\/div>\n

            \n

            \u0110i\u1ec3m M\u00f9 Ph\u00e2n B\u1ed5 V\u1ed1n<\/h3>\n<\/div>\n
            \n

            M\u1ed9t kh\u00eda c\u1ea1nh th\u01b0\u1eddng b\u1ecb b\u1ecf qua trong ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart 2030 li\u00ean quan \u0111\u1ebfn m\u00f4 h\u00ecnh ph\u00e2n b\u1ed5 v\u1ed1n. Walmart tr\u01b0\u1edbc \u0111\u00e2y ph\u00e2n b\u1ed5 v\u1ed1n ch\u1ee7 y\u1ebfu v\u00e0o vi\u1ec7c m\u1edf r\u1ed9ng v\u00e0 c\u1ea3i t\u1ea1o c\u1eeda h\u00e0ng m\u1edbi. Tuy nhi\u00ean, c\u00e1c \u01b0u ti\u00ean ph\u00e2n b\u1ed5 v\u1ed1n c\u1ee7a c\u00f4ng ty \u0111\u00e3 thay \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 h\u01b0\u1edbng t\u1edbi c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed, t\u1ef1 \u0111\u1ed9ng h\u00f3a chu\u1ed7i cung \u1ee9ng, d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe v\u00e0 \u0111\u1ea7u t\u01b0 c\u00f4ng ngh\u1ec7.<\/p>\n<\/div>\n

            \n

            S\u1ef1 ti\u1ebfn h\u00f3a ph\u00e2n b\u1ed5 v\u1ed1n n\u00e0y s\u1ebd ti\u1ebfp t\u1ee5c \u0111\u1ecbnh h\u00ecnh l\u1ea1i c\u01a1 c\u1ea5u kinh doanh, h\u1ed3 s\u01a1 t\u0103ng tr\u01b0\u1edfng v\u00e0 \u0111\u1eb7c \u0111i\u1ec3m l\u1ee3i nhu\u1eadn c\u1ee7a Walmart \u0111\u1ebfn n\u0103m 2030. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 kh\u00f4ng m\u00f4 h\u00ecnh h\u00f3a c\u00e1c \u01b0u ti\u00ean \u0111\u1ea7u t\u01b0 thay \u0111\u1ed5i n\u00e0y th\u01b0\u1eddng t\u1ea1o ra c\u00e1c d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7 \u0111\u00e1nh gi\u00e1 th\u1ea5p c\u1ea3 quy m\u00f4 v\u00e0 t\u1ed1c \u0111\u1ed9 c\u1ee7a s\u1ef1 chuy\u1ec3n \u0111\u1ed5i kinh doanh c\u1ee7a Walmart.<\/p>\n<\/div>\n

            \n
            \n\n\n\n\n\n\n\n\n\n\n
            Danh M\u1ee5c Ph\u00e2n B\u1ed5 V\u1ed1n<\/th>\nPh\u00e2n B\u1ed5 L\u1ecbch S\u1eed (2010-2020)<\/th>\nPh\u00e2n B\u1ed5 Hi\u1ec7n T\u1ea1i (2021-2023)<\/th>\nD\u1ef1 B\u00e1o Ti\u1ebfn H\u00f3a 2024-2030<\/th>\n<\/tr>\n<\/thead>\n
            M\u1edf R\u1ed9ng C\u1eeda H\u00e0ng V\u1eadt L\u00fd<\/td>\n45-55%<\/td>\n20-25%<\/td>\n15-20% (gi\u1ea3m)<\/td>\n<\/tr>\n
            Th\u01b0\u01a1ng M\u1ea1i \u0110i\u1ec7n T\u1eed & K\u1ef9 Thu\u1eadt S\u1ed1<\/td>\n10-15%<\/td>\n25-30%<\/td>\n20-25% (\u1ed5n \u0111\u1ecbnh)<\/td>\n<\/tr>\n
            T\u1ef1 \u0110\u1ed9ng H\u00f3a Chu\u1ed7i Cung \u1ee8ng<\/td>\n15-20%<\/td>\n20-25%<\/td>\n15-20% (\u1ed5n \u0111\u1ecbnh)<\/td>\n<\/tr>\n
            C\u01a1 S\u1edf H\u1ea1 T\u1ea7ng Ch\u0103m S\u00f3c S\u1ee9c Kh\u1ecfe<\/td>\n1-3%<\/td>\n5-8%<\/td>\n10-15% (t\u0103ng)<\/td>\n<\/tr>\n
            C\u00f4ng Ngh\u1ec7 & AI<\/td>\n5-8%<\/td>\n10-15%<\/td>\n15-20% (t\u0103ng)<\/td>\n<\/tr>\n
            D\u1ecbch V\u1ee5 T\u00e0i Ch\u00ednh<\/td>\n1-2%<\/td>\n3-5%<\/td>\n8-12% (t\u0103ng)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
            \n

            Qu\u1ea3n l\u00fd danh m\u1ee5c \u0111\u1ea7u t\u01b0 Thomas Anderson l\u01b0u \u00fd: “Chi\u1ebfn l\u01b0\u1ee3c ph\u00e2n b\u1ed5 v\u1ed1n c\u1ee7a Walmart \u0111\u1ea1i di\u1ec7n cho m\u1ed9t ch\u1ec9 b\u00e1o h\u00e0ng \u0111\u1ea7u cho s\u1ef1 ti\u1ebfn h\u00f3a kinh doanh c\u1ee7a n\u00f3, nh\u01b0ng h\u1ea7u h\u1ebft c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb ho\u00e0n to\u00e0n b\u1ecf qua kh\u00eda c\u1ea1nh n\u00e0y khi ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o d\u00e0i h\u1ea1n. Vi\u1ec7c c\u00f4ng ty t\u0103ng c\u01b0\u1eddng \u0111\u1ea7u t\u01b0 v\u00e0o c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, c\u00f4ng ngh\u1ec7 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh v\u00e0 kh\u1ea3 n\u0103ng ph\u00e2n t\u00edch d\u1eef li\u1ec7u b\u00e1o hi\u1ec7u m\u1ed9t doanh nghi\u1ec7p s\u1ebd tr\u00f4ng kh\u00e1c bi\u1ec7t \u0111\u00e1ng k\u1ec3 v\u00e0o n\u0103m 2030, v\u1edbi nh\u1eefng t\u00e1c \u0111\u1ed9ng m\u00e0 \u00edt m\u00f4 h\u00ecnh d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 n\u1eafm b\u1eaft \u0111\u1ea7y \u0111\u1ee7.”<\/p>\n<\/div>\n

            \n

            S\u1ef1 Ng\u1eaft K\u1ebft N\u1ed1i C\u00e1c Y\u1ebfu T\u1ed1 V\u0129 M\u00f4 Trong Ph\u00e2n T\u00edch D\u00e0i H\u1ea1n C\u1ee7a Walmart<\/h2>\n<\/div>\n
            \n

            C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u00e2n t\u00edch c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi th\u01b0\u1eddng b\u1ecf qua 7 xu h\u01b0\u1edbng kinh t\u1ebf v\u0129 m\u00f4 quan tr\u1ecdng s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i m\u00f4 h\u00ecnh ti\u00eau d\u00f9ng b\u00e1n l\u1ebb v\u00e0o n\u0103m 2030, bao g\u1ed3m 17,4% d\u00e2n s\u1ed1 M\u1ef9 \u0111\u1ea1t \u0111\u1ed9 tu\u1ed5i 65+ (th\u00fac \u0111\u1ea9y chi ti\u00eau ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe 412 t\u1ef7 \u0111\u00f4 la), 31% mua s\u1eafm c\u1ee7a ng\u01b0\u1eddi ti\u00eau d\u00f9ng di\u1ec5n ra qua c\u00e1c k\u00eanh k\u1ef9 thu\u1eadt s\u1ed1 (y\u00eau c\u1ea7u \u0111\u1ea7u t\u01b0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng 27 t\u1ef7 \u0111\u00f4 la) v\u00e0 c\u00e1c quy \u0111\u1ecbnh b\u1ec1n v\u1eefng \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn 42% chi ph\u00ed chu\u1ed7i cung \u1ee9ng (c\u1ea7n v\u1ed1n th\u00edch \u1ee9ng 18 t\u1ef7 \u0111\u00f4 la). S\u1ef1 ng\u1eaft k\u1ebft n\u1ed1i ph\u00e2n t\u00edch n\u00e0y d\u1eabn \u0111\u1ebfn c\u00e1c d\u1ef1 b\u00e1o \u0111\u00e1nh gi\u00e1 th\u1ea5p y\u00eau c\u1ea7u chuy\u1ec3n \u0111\u1ed5i 73,6 t\u1ef7 \u0111\u00f4 la trong t\u1ed5ng chi ph\u00ed v\u1ed1n.<\/p>\n<\/div>\n

            \n

            T\u00edch h\u1ee3p ph\u00e2n t\u00edch kinh t\u1ebf v\u0129 m\u00f4 v\u00e0o d\u1ef1 b\u00e1o d\u00e0i h\u1ea1n c\u1ee7a Walmart \u0111\u00f2i h\u1ecfi \u0111\u00e1nh gi\u00e1 c\u00f3 h\u1ec7 th\u1ed1ng c\u00e1c y\u1ebfu t\u1ed1 b\u00ean ngo\u00e0i kh\u00e1c nhau v\u00e0 t\u00e1c \u0111\u1ed9ng c\u1ee5 th\u1ec3 c\u1ee7a ch\u00fang \u0111\u1ebfn c\u00e1c ph\u00e2n kh\u00fac kinh doanh kh\u00e1c nhau. C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 tinh vi nh\u1ea5t ph\u00e1t tri\u1ec3n c\u00e1c li\u00ean k\u1ebft r\u00f5 r\u00e0ng gi\u1eefa c\u00e1c \u0111\u1ed9ng l\u1ef1c v\u0129 m\u00f4 v\u00e0 c\u00e1c ch\u1ec9 s\u1ed1 hi\u1ec7u su\u1ea5t c\u1ea5p c\u00f4ng ty.<\/p>\n<\/div>\n

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            \n\n\n\n\n\n\n\n\n\n
            Y\u1ebfu T\u1ed1 V\u0129 M\u00f4<\/th>\nL\u1ed7i Ph\u00e2n T\u00edch Ph\u1ed5 Bi\u1ebfn<\/th>\nT\u00e1c \u0110\u1ed9ng \u0110\u1ebfn Walmart \u0110\u1ebfn N\u0103m 2030<\/th>\nPh\u01b0\u01a1ng Ph\u00e1p T\u00edch H\u1ee3p<\/th>\n<\/tr>\n<\/thead>\n
            Gi\u00e0 H\u00f3a D\u00e2n S\u1ed1<\/td>\nB\u1ecf qua c\u00e1c t\u00e1c \u0111\u1ed9ng \u0111\u1ebfn c\u01a1 c\u1ea5u s\u1ea3n ph\u1ea9m v\u00e0 d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe<\/td>\nTh\u00fac \u0111\u1ea9y c\u01a1 h\u1ed9i ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, thay \u0111\u1ed5i c\u01a1 c\u1ea5u h\u00e0ng h\u00f3a<\/td>\nM\u00f4 h\u00ecnh h\u00f3a c\u00e1c m\u00f4 h\u00ecnh ti\u00eau d\u00f9ng c\u1ee5 th\u1ec3 theo \u0111\u1ed9 tu\u1ed5i tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh<\/td>\n<\/tr>\n
            Xu H\u01b0\u1edbng B\u1ea5t B\u00ecnh \u0110\u1eb3ng Thu Nh\u1eadp<\/td>\nB\u1ecf l\u1ee1 c\u00e1c t\u00e1c \u0111\u1ed9ng c\u1ee7a m\u00f4 h\u00ecnh ti\u00eau d\u00f9ng h\u00ecnh qu\u1ea3 t\u1ea1<\/td>\nT\u1ea1o \u00e1p l\u1ef1c k\u00e9p cho c\u1ea3 c\u00e1c s\u1ea3n ph\u1ea9m gi\u00e1 tr\u1ecb v\u00e0 cao c\u1ea5p<\/td>\nPh\u00e2n kh\u00fac c\u01a1 s\u1edf ng\u01b0\u1eddi ti\u00eau d\u00f9ng theo m\u1ee9c thu nh\u1eadp v\u1edbi c\u00e1c m\u00f4 h\u00ecnh t\u0103ng tr\u01b0\u1edfng ri\u00eang bi\u1ec7t<\/td>\n<\/tr>\n
            Ti\u1ebfn H\u00f3a \u0110\u00f4 Th\u1ecb H\u00f3a<\/td>\nB\u1ecf qua y\u00eau c\u1ea7u thay \u0111\u1ed5i \u0111\u1ecbnh d\u1ea1ng c\u1eeda h\u00e0ng<\/td>\nTh\u00fac \u0111\u1ea9y s\u1ef1 ph\u1ed5 bi\u1ebfn \u0111\u1ecbnh d\u1ea1ng nh\u1ecf h\u01a1n v\u00e0 m\u1eadt \u0111\u1ed9 giao h\u00e0ng ch\u1eb7ng cu\u1ed1i<\/td>\nPh\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh \u0111\u1ecbnh d\u1ea1ng c\u1eeda h\u00e0ng v\u00e0 th\u01b0\u01a1ng m\u1ea1i \u0111i\u1ec7n t\u1eed \u0111i\u1ec1u ch\u1ec9nh \u0111\u00f4 th\u1ecb h\u00f3a<\/td>\n<\/tr>\n
            Chuy\u1ec3n \u0110\u1ed5i Th\u1ecb Tr\u01b0\u1eddng Lao \u0110\u1ed9ng<\/td>\nD\u1ef1 b\u00e1o chi ph\u00ed lao \u0111\u1ed9ng \u0111\u01a1n gi\u1ea3n m\u00e0 kh\u00f4ng c\u00f3 b\u00f9 \u0111\u1eafp t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/td>\nTh\u00fac \u0111\u1ea9y \u0111\u1ea7u t\u01b0 t\u1ef1 \u0111\u1ed9ng h\u00f3a trong khi t\u0103ng y\u00eau c\u1ea7u k\u1ef9 n\u0103ng<\/td>\nT\u1ea1o c\u00e1c m\u00f4 h\u00ecnh chi ph\u00ed lao \u0111\u1ed9ng t\u00edch h\u1ee3p v\u00e0 \u0111\u1ea7u t\u01b0 t\u1ef1 \u0111\u1ed9ng h\u00f3a<\/td>\n<\/tr>\n
            \u00c1p L\u1ef1c B\u1ec1n V\u1eefng M\u00f4i Tr\u01b0\u1eddng<\/td>\nCoi b\u1ec1n v\u1eefng l\u00e0 trung t\u00e2m chi ph\u00ed thay v\u00ec b\u1eaft bu\u1ed9c chi\u1ebfn l\u01b0\u1ee3c<\/td>\n\u0110\u1ecbnh h\u00ecnh l\u1ea1i chu\u1ed7i cung \u1ee9ng, bao b\u00ec v\u00e0 c\u01a1 s\u1edf h\u1ea1 t\u1ea7ng n\u0103ng l\u01b0\u1ee3ng<\/td>\nM\u00f4 h\u00ecnh h\u00f3a chi ph\u00ed v\u1ed1n chuy\u1ec3n \u0111\u1ed5i b\u1ec1n v\u1eefng v\u00e0 c\u00e1c t\u00e1c \u0111\u1ed9ng ho\u1ea1t \u0111\u1ed9ng<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
            \n

            Nh\u00e0 kinh t\u1ebf h\u1ecdc Jennifer Davis gi\u1ea3i th\u00edch: “C\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 b\u00e1n l\u1ebb th\u01b0\u1eddng ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart 2030 trong m\u1ed9t kho\u1ea3ng tr\u1ed1ng v\u0129 m\u00f4, b\u1ecf qua c\u00e1ch c\u00e1c thay \u0111\u1ed5i c\u01a1 b\u1ea3n v\u1ec1 nh\u00e2n kh\u1ea9u h\u1ecdc v\u00e0 kinh t\u1ebf s\u1ebd bi\u1ebfn \u0111\u1ed5i c\u01a1 s\u1edf kh\u00e1ch h\u00e0ng, c\u01a1 c\u1ea5u s\u1ea3n ph\u1ea9m v\u00e0 d\u1ecbch v\u1ee5 c\u1ee7a Walmart. D\u00e2n s\u1ed1 gi\u00e0 h\u00f3a m\u1ed9t m\u00ecnh s\u1ebd t\u0103ng nhu c\u1ea7u d\u1ecbch v\u1ee5 ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe kho\u1ea3ng 35% v\u00e0o n\u0103m 2030, t\u1ea1o ra m\u1ed9t c\u01a1 h\u1ed9i h\u00e0ng t\u1ef7 \u0111\u00f4 la m\u00e0 Walmart \u0111ang t\u00edch c\u1ef1c \u0111\u1ecbnh v\u1ecb \u0111\u1ec3 n\u1eafm b\u1eaft th\u00f4ng qua m\u1edf r\u1ed9ng ph\u00f2ng kh\u00e1m v\u00e0 ph\u00e1t tri\u1ec3n h\u1ec7 sinh th\u00e1i ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe.”<\/p>\n<\/div>\n

            \n
              \n
            • Gi\u00e0 h\u00f3a d\u00e2n s\u1ed1 s\u1ebd t\u0103ng d\u00e2n s\u1ed1 65+ kho\u1ea3ng 30% v\u00e0o n\u0103m 2030, bi\u1ebfn \u0111\u1ed5i nhu c\u1ea7u ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe<\/li>\n
            • Xu h\u01b0\u1edbng b\u1ea5t b\u00ecnh \u0111\u1eb3ng thu nh\u1eadp t\u1ea1o \u00e1p l\u1ef1c k\u00e9p cho c\u1ea3 c\u00e1c s\u1ea3n ph\u1ea9m gi\u00e1 tr\u1ecb c\u1ef1c \u0111oan v\u00e0 cao c\u1ea5p<\/li>\n
            • M\u00f4 h\u00ecnh \u0111\u00f4 th\u1ecb h\u00f3a \u0111\u00f2i h\u1ecfi s\u1ef1 ti\u1ebfn h\u00f3a \u0111\u1ecbnh d\u1ea1ng v\u01b0\u1ee3t ra ngo\u00e0i m\u00f4 h\u00ecnh si\u00eau trung t\u00e2m ngo\u1ea1i \u00f4 truy\u1ec1n th\u1ed1ng<\/li>\n
            • Y\u00eau c\u1ea7u b\u1ec1n v\u1eefng s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i h\u1ec7 th\u1ed1ng bao b\u00ec, v\u1eadn chuy\u1ec3n v\u00e0 n\u0103ng l\u01b0\u1ee3ng<\/li>\n<\/ul>\n<\/div>\n
              \n

              C\u00f4ng c\u1ee5 d\u1ef1 b\u00e1o t\u00edch h\u1ee3p c\u1ee7a Pocket Option gi\u00fap c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 li\u00ean k\u1ebft r\u00f5 r\u00e0ng c\u00e1c d\u1ef1 b\u00e1o kinh t\u1ebf v\u0129 m\u00f4 v\u1edbi c\u00e1c ch\u1ec9 s\u1ed1 c\u1ee5 th\u1ec3 c\u1ee7a c\u00f4ng ty, \u0111\u1ea3m b\u1ea3o r\u1eb1ng c\u00e1c m\u00f4 h\u00ecnh d\u1ef1 \u0111o\u00e1n gi\u00e1 c\u1ed5 phi\u1ebfu Walmart 2030 duy tr\u00ec s\u1ef1 m\u1ea1ch l\u1ea1c v\u1edbi s\u1ef1 ph\u00e1t tri\u1ec3n kinh t\u1ebf v\u00e0 nh\u00e2n kh\u1ea9u h\u1ecdc r\u1ed9ng l\u1edbn h\u01a1n thay v\u00ec t\u1ed3n t\u1ea1i trong s\u1ef1 c\u00f4 l\u1eadp ph\u00e2n t\u00edch.<\/p>\n<\/div>\n

              \n

              L\u1ed7i M\u00f4 H\u00ecnh \u0110\u1ecbnh Gi\u00e1 L\u00e0m Suy Y\u1ebfu D\u1ef1 B\u00e1o D\u00e0i H\u1ea1n C\u1ee7a Walmart<\/h2>\n<\/div>\n
              \n

              Sai l\u1ea7m quan tr\u1ecdng cu\u1ed1i c\u00f9ng m\u00e0 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 m\u1eafc ph\u1ea3i khi d\u1ef1 b\u00e1o c\u1ed5 phi\u1ebfu Walmart s\u1ebd nh\u01b0 th\u1ebf n\u00e0o trong 10 n\u0103m t\u1edbi li\u00ean quan \u0111\u1ebfn vi\u1ec7c \u00e1p d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 l\u1ed7i th\u1eddi \u0111\u00e1nh gi\u00e1 sai gi\u00e1 tr\u1ecb doanh nghi\u1ec7p trung b\u00ecnh 37,2%. Ngay c\u1ea3 c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ph\u00e1t tri\u1ec3n c\u00e1c d\u1ef1 b\u00e1o ho\u1ea1t \u0111\u1ed9ng h\u1ee3p l\u00fd th\u01b0\u1eddng \u00e1p d\u1ee5ng c\u00e1c ph\u01b0\u01a1ng ph\u00e1p ti\u1ebfp c\u1eadn b\u1ed9i s\u1ed1 \u0111\u01a1n l\u1ebb (th\u01b0\u1eddng l\u00e0 10-12x EBITDA) tr\u00ean t\u1ea5t c\u1ea3 c\u00e1c ph\u00e2n kh\u00fac kinh doanh, b\u1ecf qua r\u1eb1ng c\u00e1c ho\u1ea1t \u0111\u1ed9ng ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe c\u1ee7a Walmart x\u1ee9ng \u0111\u00e1ng v\u1edbi b\u1ed9i s\u1ed1 22,7x, c\u00e1c n\u1ec1n t\u1ea3ng qu\u1ea3ng c\u00e1o y\u00eau c\u1ea7u 19,3x v\u00e0 d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh x\u1ee9ng \u0111\u00e1ng v\u1edbi 16,4x \u2013 t\u1ea1o ra m\u1ed9t b\u1ed9i s\u1ed1 k\u1ebft h\u1ee3p \u00edt nh\u1ea5t cao h\u01a1n 7,3 \u0111i\u1ec3m so v\u1edbi c\u00e1c \u0111\u1ecbnh gi\u00e1 ch\u1ec9 b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng.<\/p>\n<\/div>\n

              \n

              Ba l\u1ed7i \u0111\u1ecbnh gi\u00e1 \u0111\u1eb7c bi\u1ec7t ph\u00e1 ho\u1ea1i d\u1ef1 b\u00e1o b\u00e1n l\u1ebb d\u00e0i h\u1ea1n ch\u00ednh x\u00e1c: \u00e1p d\u1ee5ng b\u1ed9i s\u1ed1 t\u0129nh, ph\u01b0\u01a1ng ph\u00e1p gi\u00e1 tr\u1ecb cu\u1ed1i c\u00f9ng kh\u00f4ng \u0111\u1ea7y \u0111\u1ee7 v\u00e0 kh\u00f4ng k\u1ebft h\u1ee3p s\u1ef1 ph\u00e1t tri\u1ec3n c\u01a1 c\u1ea5u kinh doanh trong c\u00e1c khung \u0111\u1ecbnh gi\u00e1. M\u1ed7i l\u1ed7i c\u00f3 th\u1ec3 l\u00e0m sai l\u1ec7ch \u0111\u1ecbnh gi\u00e1 30% ho\u1eb7c h\u01a1n trong c\u00e1c giai \u0111o\u1ea1n d\u1ef1 b\u00e1o k\u00e9o d\u00e0i h\u00e0ng th\u1eadp k\u1ef7.<\/p>\n<\/div>\n

              \n
              \n\n\n\n\n\n\n\n\n\n
              L\u1ed7i \u0110\u1ecbnh Gi\u00e1<\/th>\nT\u1ea1i Sao N\u00f3 G\u00e2y Hi\u1ec3u L\u1ea7m<\/th>\nQuy M\u00f4 T\u00e1c \u0110\u1ed9ng<\/th>\nC\u00e1ch Ti\u1ebfp C\u1eadn S\u1eeda Ch\u1eefa<\/th>\n<\/tr>\n<\/thead>\n
              \u00c1p D\u1ee5ng B\u1ed9i S\u1ed1 T\u0129nh<\/td>\nB\u1ecf qua c\u00e1ch s\u1ef1 ph\u00e1t tri\u1ec3n c\u01a1 c\u1ea5u kinh doanh \u1ea3nh h\u01b0\u1edfng \u0111\u1ebfn c\u00e1c b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 ph\u00f9 h\u1ee3p<\/td>\n\u00b120-30% sai l\u1ec7ch \u0111\u1ecbnh gi\u00e1<\/td>\n\u00c1p d\u1ee5ng \u0111\u1ecbnh gi\u00e1 t\u1ed5ng h\u1ee3p c\u00e1c ph\u1ea7n v\u1edbi c\u00e1c b\u1ed9i s\u1ed1 c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac<\/td>\n<\/tr>\n
              Gi\u00e1 Tr\u1ecb Cu\u1ed1i C\u00f9ng \u0110\u01a1n Gi\u1ea3n H\u00f3a<\/td>\nB\u1ecf qua c\u00e1c chuy\u1ec3n \u0111\u1ed5i t\u1ef7 l\u1ec7 t\u0103ng tr\u01b0\u1edfng v\u00e0 s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ea1nh tranh<\/td>\n\u00b125-35% t\u00e1c \u0111\u1ed9ng gi\u00e1 tr\u1ecb cu\u1ed1i c\u00f9ng<\/td>\nPh\u00e1t tri\u1ec3n c\u00e1c m\u00f4 h\u00ecnh nhi\u1ec1u giai \u0111o\u1ea1n v\u1edbi c\u00e1c giai \u0111o\u1ea1n chuy\u1ec3n \u0111\u1ed5i r\u00f5 r\u00e0ng<\/td>\n<\/tr>\n
              \u0110i\u1ec1u Ch\u1ec9nh T\u1ef7 L\u1ec7 Chi\u1ebft Kh\u1ea5u Kh\u00f4ng \u0110\u1ea7y \u0110\u1ee7<\/td>\nKh\u00f4ng k\u1ebft h\u1ee3p c\u00e1c h\u1ed3 s\u01a1 r\u1ee7i ro thay \u0111\u1ed5i tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh<\/td>\n\u00b115-25% t\u00e1c \u0111\u1ed9ng \u0111\u1ecbnh gi\u00e1<\/td>\n\u00c1p d\u1ee5ng c\u00e1c t\u1ef7 l\u1ec7 chi\u1ebft kh\u1ea5u c\u1ee5 th\u1ec3 theo ph\u00e2n kh\u00fac ph\u1ea3n \u00e1nh c\u00e1c h\u1ed3 s\u01a1 r\u1ee7i ro kh\u00e1c nhau<\/td>\n<\/tr>\n
              M\u00f4 H\u00ecnh DCF \u0110\u01a1n Gi\u1ea3n H\u00f3a<\/td>\nB\u1ecf l\u1ee1 c\u00e1c t\u00e1c \u0111\u1ed9ng d\u00f2ng ti\u1ec1n t\u1ef1 do c\u1ee7a s\u1ef1 ph\u00e1t tri\u1ec3n c\u01a1 c\u1ea5u kinh doanh<\/td>\n\u00b120-30% l\u1ed7i m\u00f4 h\u00ecnh FCF<\/td>\nT\u1ea1o c\u00e1c d\u1ef1 b\u00e1o v\u1ed1n l\u01b0u \u0111\u1ed9ng v\u00e0 chi ph\u00ed v\u1ed1n chi ti\u1ebft theo ph\u00e2n kh\u00fac<\/td>\n<\/tr>\n
              B\u1ecf Qua Gi\u1ea3m S\u1ed1 L\u01b0\u1ee3ng C\u1ed5 Phi\u1ebfu<\/td>\n\u0110\u00e1nh gi\u00e1 th\u1ea5p t\u00e1c \u0111\u1ed9ng c\u1ee7a c\u00e1c ch\u01b0\u01a1ng tr\u00ecnh mua l\u1ea1i c\u1ed5 phi\u1ebfu li\u00ean t\u1ee5c<\/td>\n10-20% t\u00e1c \u0111\u1ed9ng gi\u00e1 tr\u1ecb tr\u00ean m\u1ed7i c\u1ed5 phi\u1ebfu<\/td>\nM\u00f4 h\u00ecnh h\u00f3a gi\u1ea3m s\u1ed1 l\u01b0\u1ee3ng c\u1ed5 phi\u1ebfu r\u00f5 r\u00e0ng d\u1ef1a tr\u00ean ph\u00e2n b\u1ed5 FCF<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/div>\n
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              Chuy\u00ean gia \u0111\u1ecbnh gi\u00e1 Mark Robertson nh\u1ea5n m\u1ea1nh m\u1ed9t c\u00e1i nh\u00ecn s\u00e2u s\u1eafc ng\u01b0\u1ee3c l\u1ea1i: “C\u00e1c ph\u00e2n t\u00edch d\u1ef1 \u0111o\u00e1n c\u1ed5 phi\u1ebfu Walmart 2030 tinh vi nh\u1ea5t nh\u1eadn ra r\u1eb1ng b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 c\u1ee7a Walmart th\u1ef1c s\u1ef1 n\u00ean m\u1edf r\u1ed9ng theo th\u1eddi gian khi c\u00e1c doanh nghi\u1ec7p c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao h\u01a1n, t\u0103ng tr\u01b0\u1edfng cao h\u01a1n \u0111\u1ea1i di\u1ec7n cho c\u00e1c ph\u1ea7n l\u1edbn h\u01a1n trong c\u01a1 c\u1ea5u t\u1ed5ng th\u1ec3 c\u1ee7a n\u00f3. C\u00e1c doanh nghi\u1ec7p qu\u1ea3ng c\u00e1o, ch\u0103m s\u00f3c s\u1ee9c kh\u1ecfe, d\u1ecbch v\u1ee5 t\u00e0i ch\u00ednh v\u00e0 th\u1ecb tr\u01b0\u1eddng \u0111ang ph\u00e1t tri\u1ec3n c\u1ee7a c\u00f4ng ty x\u1ee9ng \u0111\u00e1ng v\u1edbi c\u00e1c b\u1ed9i s\u1ed1 cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi c\u00e1c ho\u1ea1t \u0111\u1ed9ng b\u00e1n l\u1ebb truy\u1ec1n th\u1ed1ng, c\u00f3 th\u1ec3 h\u1ed7 tr\u1ee3 m\u1edf r\u1ed9ng b\u1ed9i s\u1ed1 20-30% v\u00e0o n\u0103m 2030 n\u1ebfu c\u00e1c s\u00e1ng ki\u1ebfn n\u00e0y m\u1edf r\u1ed9ng th\u00e0nh c\u00f4ng.”<\/p>\n<\/div>\n

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              S\u1ef1 C\u1ea7n Thi\u1ebft C\u1ee7a T\u1ed5ng H\u1ee3p C\u00e1c Ph\u1ea7n<\/h3>\n<\/div>\n
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              \u0110\u1ecbnh gi\u00e1 ch\u00ednh x\u00e1c ti\u1ec1m n\u0103ng c\u1ee7a Walmart v\u00e0o n\u0103m 2030 \u0111\u00f2i h\u1ecfi t\u1eeb b\u1ecf c\u00e1c ph\u01b0\u01a1ng ph\u00e1p \u0111\u1ecbnh gi\u00e1 to\u00e0n c\u00f4ng ty \u0111\u01a1n gi\u1ea3n \u0111\u1ec3 \u1ee7ng h\u1ed9 c\u00e1c ph\u01b0\u01a1ng ph\u00e1p t\u1ed5ng h\u1ee3p c\u00e1c ph\u1ea7n nh\u1eadn ra s\u1ef1 kh\u00e1c bi\u1ec7t \u0111\u00e1ng k\u1ec3 v\u1ec1 t\u0103ng tr\u01b0\u1edfng, bi\u00ean l\u1ee3i nhu\u1eadn v\u00e0 \u0111\u1eb7c \u0111i\u1ec3m l\u1ee3i nhu\u1eadn tr\u00ean c\u00e1c ph\u00e2n kh\u00fac kinh doanh. C\u00e1ch ti\u1ebfp c\u1eadn n\u00e0y ti\u1ebft l\u1ed9 c\u00e1ch c\u01a1 c\u1ea5u kinh doanh \u0111ang ph\u00e1t tri\u1ec3n c\u1ee7a Walmart c\u00f3 th\u1ec3 bi\u1ebfn \u0111\u1ed5i \u0111\u00e1ng k\u1ec3 b\u1ed9i s\u1ed1 \u0111\u1ecbnh gi\u00e1 ph\u00f9 h\u1ee3p c\u1ee7a n\u00f3 theo th\u1eddi gian.<\/p>\n<\/div>\n

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