AB będzie nadal współpracować z Amazonem
"Współpraca wydaje się nieunikniona" - ocenia prezes Andrzej Przybyło.

Siłą sprawczą współpracy dystrybutora z Amazonem są producenci – wyjaśnia prezes AB.
Amazon kilka dni temu uruchomił polską platformę e-commerce. Jak zapewniał zarząd AB na konferencji wynikowej spółki, gigant nie jest konkurencją dla AB. Przeciwnie – obie firmy współpracują już od kilku lat, a zacieśnienie kooperacji jest bardzo prawdopodobne – wynika z komentarzy.
Producenci „swatką”
„Jesteśmy liderem w regionie, więc nasza współpraca wydaje się nieunikniona” – uważa prezes AB, Andrzej Przybyło. Jak jednak zaznacza, inicjatywę w tego typu aliansach mają producenci. Kooperację wypracowuje się w ramach porozumienia trzech stron (vendor, dystrybutor, platforma e-commerce).
„Siłą sprawczą są vendorzy. To oni są swatką, która wiąże tę układankę ze sobą” – wyjaśnia szef wrocławskiego dystrybutora, dodając że w kwestii współpracy z Amazonem jest optymistą, ze względu na silną pozycję grupy AB w regionie i partnerstwa ze światowymi producentami.
„Jesteśmy największym partnerem Apple’a jak i wielu innych producentów. W sposób nieunikniony ta współpraca będzie za jakiś czas przy udziale vendorów” – uważa prezes.
Z Amazonem od 2012 r.
Jak poinformował dyrektor finansowy AB, Grzegorz Ochędzan, współpraca grupy z Amazonem trwa od 2012 r. (czyli zaczęła się jeszcze przed wybudowaniem pierwszych centrów logistycznych Amazona w Polsce w 2014 r.). Dodał, że AB współpracuje również z Allegro.
„Z każdym z klientów układamy odpowiednio współpracę w taki sposób, aby efekty przyniosła w długim terminie” – informuje CFO. Jak wyjaśnia nie chodzi tylko o kwestie sprzedaży tu i teraz, lecz odpowiednie warunki w umowach.
W IV kw. 2020 r. grupa AB osiągnęła 4,24 mld zł przychodów (+30,5 proc. r/r) i 52,9 mln zł zysku netto (+98 proc.).
Podobne aktualności
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Obniżka wyceny akcji AB
Analitycy nadal rekomendują zakup papierów wrocławskiej grupy.
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