當(dāng)4月2日清晨,喬?!の鳡柛ヂ_始一天的工作時(shí),,這位Etsy的首席執(zhí)行官驚訝地發(fā)現(xiàn),他們的手工藝品電子商務(wù)網(wǎng)站當(dāng)天訪問量突然激增,。
訪問量激增的其中一個(gè)主要原因?yàn)椋寒?dāng)天早上幾個(gè)小時(shí)內(nèi),,“口罩”的搜索量增長(zhǎng)了100倍,一度達(dá)到每秒9次,。
自新冠疫情爆發(fā)以來,,Etsy上的賣家一直在出售口罩,。周四當(dāng)天早上有媒體報(bào)道稱,,美國(guó)政府將改變立場(chǎng),建議美國(guó)人在公共場(chǎng)合佩戴口罩,,以幫助遏制疫情蔓延,。
西爾弗曼告訴《財(cái)富》雜志:“就像爆炸一樣,一切的發(fā)生只在一瞬間,?!币恍┵u家在短短一個(gè)小時(shí)內(nèi)接到的訂單數(shù)就達(dá)到3月的總數(shù)。但是搜索量的增長(zhǎng)隨之也帶來了一些問題,。
一方面,,西爾弗曼要確保賣家可以完成這些訂單,避免給網(wǎng)站新顧客帶來不好的購(gòu)物體驗(yàn),,為顧客留下良好的第一印象,。
更重要的一點(diǎn),當(dāng)西爾弗曼在搜索引擎中輸入“face masks”(face masks兼有“口罩”,、“面具”之意——譯注)時(shí),結(jié)果出現(xiàn)了許多萬圣節(jié)面具和其他不相關(guān)的產(chǎn)品,。他說:“這并非當(dāng)前人們所需要的東西,。”
到當(dāng)天早上8:30,,他和他的團(tuán)隊(duì)對(duì)前5000個(gè)最佳搜索結(jié)果進(jìn)行手動(dòng)分類,,以對(duì)算法進(jìn)行了臨時(shí)修正。他們把真正銷售布口罩的供應(yīng)商置于排名前列,,并將購(gòu)物者重定向到確定可以處理相關(guān)訂單的賣家網(wǎng)站,,通過重新分配需求,對(duì)Etsy搜索引擎進(jìn)行重新改造,。
在接下來的48小時(shí)里,,Etsy引入了更多的口罩賣家,幫助他們獲得更多面料,并迅速建立自己的店鋪,。西爾弗曼說:“我們?cè)诤芏虝r(shí)間內(nèi)就在Etsy內(nèi)部成立了一家中型公司,。”
與Etsy通常的運(yùn)作方式相比,,新的改變需要耗費(fèi)大量人力。但回報(bào)的豐厚也不可否認(rèn):今年4月,,Etsy售出了1200萬枚口罩,,價(jià)值1.33億美元,,相當(dāng)于其月度銷售額的六分之一,,而且西爾弗曼還說,預(yù)計(jì)這樣的高需求水平可以持續(xù)保持,。
此外,,盡管4月歷來都是婚禮主題禮物類產(chǎn)品的銷售旺季,而今年因?yàn)橐咔橛绊懘祟惍a(chǎn)品銷售額有所降低,,但Etsy網(wǎng)站上除口罩以外其他商品的銷售額增長(zhǎng)了79%,。Etsy的整體業(yè)績(jī)雖然沒有暴漲,但依然取得了不錯(cuò)的成績(jī):2020年第一季度,,Etsy賣家銷售商品總價(jià)值達(dá)13.5億美元,,同比增長(zhǎng)32.2%。
大量新增顧客
Etsy獲得了寶貴的長(zhǎng)期發(fā)展機(jī)會(huì):僅在4月,,Etsy新增顧客就超過400萬,此外還吸引了250萬名至少一年沒有光顧的回頭客重新訪問網(wǎng)站,。(2020年初,,Etsy共有4640萬活躍買家和270萬賣家。)
Etsy已經(jīng)引起華爾街的注意,。3月16日,由于紐約等主要城市開始實(shí)施封鎖,,投資者擔(dān)心即將發(fā)生經(jīng)濟(jì)衰退,,股價(jià)創(chuàng)下52周新低,。但在之后的兩個(gè)月里,Etsy的股價(jià)上漲了157%,,公司市值接近100億美元,。
西爾弗曼承認(rèn),他無法確定封鎖開始后人們將會(huì)作何反應(yīng),。但他認(rèn)為,,人們支持獨(dú)立企業(yè)以及購(gòu)買某種商品(至少是那些非批量生產(chǎn)商品)的意愿將在很大程度上幫助Etsy取得成功。
而新買家的涌入對(duì)Etsy來說是一次難得的機(jī)會(huì),,可以給新顧客留下良好的購(gòu)物體驗(yàn)。西爾弗曼說:“這是一次很重要的體驗(yàn),?!?/p>
初步數(shù)據(jù)顯示,許多買家并非一次性購(gòu)物顧客:上個(gè)月在Etsy購(gòu)買口罩的新顧客中,,約32%在兩周內(nèi)再次購(gòu)買,。西爾弗曼說,,準(zhǔn)時(shí)發(fā)貨統(tǒng)計(jì)數(shù)據(jù)和呼叫中心來電數(shù)量顯示客戶體驗(yàn)良好。
華爾街分析師似乎同意這樣一種觀點(diǎn),,即一旦封鎖結(jié)束,,其他零售商重新打開店門,Etsy依然能夠繼續(xù)留住新顧客,。德意志銀行(Deutsche Bank)的分析師庫(kù)納爾·馬杜卡爾在一份研究報(bào)告中寫道:“即便是對(duì)現(xiàn)有買家而言,他們也可能在Etsy上接觸到更多的產(chǎn)品種類,,擁有更多選擇,,這可能會(huì)吸引他們?cè)谝荒暌詢?nèi)多次光顧Etsy平臺(tái)?!?/p>
自三年前西爾弗曼上任以來,他一直致力于對(duì)Etsy的舊貨市場(chǎng)形象進(jìn)行專業(yè)化改造,。其中包括極大改善其搜索功能——考慮到Etsy隨時(shí)可能賣掉6000萬件特色商品,,他說這項(xiàng)工作難度很大,。有時(shí),當(dāng)涉及提高商家服務(wù)費(fèi),,或者促使商家提供快速發(fā)貨服務(wù)時(shí),矛盾就會(huì)產(chǎn)生,。
但是,,當(dāng)前eBay陷入困境,“零售業(yè)電子商務(wù)”網(wǎng)站不斷增多,,特別是在當(dāng)前購(gòu)物行為不斷發(fā)生變化的背景之下,,Etsy希望抓住一切機(jī)會(huì)吸引那些在購(gòu)物平臺(tái)選擇上并不太在意的新客戶,。
西爾弗曼說:“對(duì)于很多人來說,無論想購(gòu)買何種商品,,都會(huì)習(xí)慣性地想到亞馬遜,?!彼€說:“如果能讓消費(fèi)者停下來想一想:除了亞馬遜,還能從哪里買到類似的東西呢,?Etsy往往就會(huì)出現(xiàn)在他們的腦海里,。”
現(xiàn)在,,數(shù)以百萬計(jì)的口罩買家至少對(duì)Etsy有了更多的了解。(財(cái)富中文網(wǎng))
翻譯:郝秀
審校:程曉田
當(dāng)4月2日清晨,,喬?!の鳡柛ヂ_始一天的工作時(shí),,這位Etsy的首席執(zhí)行官驚訝地發(fā)現(xiàn),,他們的手工藝品電子商務(wù)網(wǎng)站當(dāng)天訪問量突然激增。
訪問量激增的其中一個(gè)主要原因?yàn)椋寒?dāng)天早上幾個(gè)小時(shí)內(nèi),,“口罩”的搜索量增長(zhǎng)了100倍,一度達(dá)到每秒9次,。
自新冠疫情爆發(fā)以來,,Etsy上的賣家一直在出售口罩,。周四當(dāng)天早上有媒體報(bào)道稱,美國(guó)政府將改變立場(chǎng),,建議美國(guó)人在公共場(chǎng)合佩戴口罩,,以幫助遏制疫情蔓延。
西爾弗曼告訴《財(cái)富》雜志:“就像爆炸一樣,,一切的發(fā)生只在一瞬間,?!币恍┵u家在短短一個(gè)小時(shí)內(nèi)接到的訂單數(shù)就達(dá)到3月的總數(shù)。但是搜索量的增長(zhǎng)隨之也帶來了一些問題,。
一方面,,西爾弗曼要確保賣家可以完成這些訂單,避免給網(wǎng)站新顧客帶來不好的購(gòu)物體驗(yàn),,為顧客留下良好的第一印象,。
更重要的一點(diǎn),當(dāng)西爾弗曼在搜索引擎中輸入“face masks”(face masks兼有“口罩”,、“面具”之意——譯注)時(shí),結(jié)果出現(xiàn)了許多萬圣節(jié)面具和其他不相關(guān)的產(chǎn)品,。他說:“這并非當(dāng)前人們所需要的東西,。”
到當(dāng)天早上8:30,,他和他的團(tuán)隊(duì)對(duì)前5000個(gè)最佳搜索結(jié)果進(jìn)行手動(dòng)分類,以對(duì)算法進(jìn)行了臨時(shí)修正,。他們把真正銷售布口罩的供應(yīng)商置于排名前列,,并將購(gòu)物者重定向到確定可以處理相關(guān)訂單的賣家網(wǎng)站,通過重新分配需求,,對(duì)Etsy搜索引擎進(jìn)行重新改造。
在接下來的48小時(shí)里,,Etsy引入了更多的口罩賣家,,幫助他們獲得更多面料,,并迅速建立自己的店鋪。西爾弗曼說:“我們?cè)诤芏虝r(shí)間內(nèi)就在Etsy內(nèi)部成立了一家中型公司,?!?/p>
與Etsy通常的運(yùn)作方式相比,,新的改變需要耗費(fèi)大量人力。但回報(bào)的豐厚也不可否認(rèn):今年4月,,Etsy售出了1200萬枚口罩,,價(jià)值1.33億美元,,相當(dāng)于其月度銷售額的六分之一,而且西爾弗曼還說,,預(yù)計(jì)這樣的高需求水平可以持續(xù)保持,。
此外,盡管4月歷來都是婚禮主題禮物類產(chǎn)品的銷售旺季,,而今年因?yàn)橐咔橛绊懘祟惍a(chǎn)品銷售額有所降低,但Etsy網(wǎng)站上除口罩以外其他商品的銷售額增長(zhǎng)了79%,。Etsy的整體業(yè)績(jī)雖然沒有暴漲,,但依然取得了不錯(cuò)的成績(jī):2020年第一季度,Etsy賣家銷售商品總價(jià)值達(dá)13.5億美元,,同比增長(zhǎng)32.2%。
大量新增顧客
Etsy獲得了寶貴的長(zhǎng)期發(fā)展機(jī)會(huì):僅在4月,,Etsy新增顧客就超過400萬,,此外還吸引了250萬名至少一年沒有光顧的回頭客重新訪問網(wǎng)站。(2020年初,,Etsy共有4640萬活躍買家和270萬賣家,。)
Etsy已經(jīng)引起華爾街的注意,。3月16日,,由于紐約等主要城市開始實(shí)施封鎖,,投資者擔(dān)心即將發(fā)生經(jīng)濟(jì)衰退,股價(jià)創(chuàng)下52周新低,。但在之后的兩個(gè)月里,,Etsy的股價(jià)上漲了157%,公司市值接近100億美元,。
西爾弗曼承認(rèn),,他無法確定封鎖開始后人們將會(huì)作何反應(yīng),。但他認(rèn)為,,人們支持獨(dú)立企業(yè)以及購(gòu)買某種商品(至少是那些非批量生產(chǎn)商品)的意愿將在很大程度上幫助Etsy取得成功,。
而新買家的涌入對(duì)Etsy來說是一次難得的機(jī)會(huì),可以給新顧客留下良好的購(gòu)物體驗(yàn)。西爾弗曼說:“這是一次很重要的體驗(yàn),?!?/p>
初步數(shù)據(jù)顯示,許多買家并非一次性購(gòu)物顧客:上個(gè)月在Etsy購(gòu)買口罩的新顧客中,,約32%在兩周內(nèi)再次購(gòu)買,。西爾弗曼說,,準(zhǔn)時(shí)發(fā)貨統(tǒng)計(jì)數(shù)據(jù)和呼叫中心來電數(shù)量顯示客戶體驗(yàn)良好。
華爾街分析師似乎同意這樣一種觀點(diǎn),,即一旦封鎖結(jié)束,,其他零售商重新打開店門,Etsy依然能夠繼續(xù)留住新顧客,。德意志銀行(Deutsche Bank)的分析師庫(kù)納爾·馬杜卡爾在一份研究報(bào)告中寫道:“即便是對(duì)現(xiàn)有買家而言,,他們也可能在Etsy上接觸到更多的產(chǎn)品種類,,擁有更多選擇,,這可能會(huì)吸引他們?cè)谝荒暌詢?nèi)多次光顧Etsy平臺(tái),?!?/p>
自三年前西爾弗曼上任以來,,他一直致力于對(duì)Etsy的舊貨市場(chǎng)形象進(jìn)行專業(yè)化改造。其中包括極大改善其搜索功能——考慮到Etsy隨時(shí)可能賣掉6000萬件特色商品,,他說這項(xiàng)工作難度很大,。有時(shí),當(dāng)涉及提高商家服務(wù)費(fèi),,或者促使商家提供快速發(fā)貨服務(wù)時(shí),,矛盾就會(huì)產(chǎn)生。
但是,,當(dāng)前eBay陷入困境,“零售業(yè)電子商務(wù)”網(wǎng)站不斷增多,,特別是在當(dāng)前購(gòu)物行為不斷發(fā)生變化的背景之下,,Etsy希望抓住一切機(jī)會(huì)吸引那些在購(gòu)物平臺(tái)選擇上并不太在意的新客戶。
西爾弗曼說:“對(duì)于很多人來說,,無論想購(gòu)買何種商品,,都會(huì)習(xí)慣性地想到亞馬遜?!彼€說:“如果能讓消費(fèi)者停下來想一想:除了亞馬遜,還能從哪里買到類似的東西呢,?Etsy往往就會(huì)出現(xiàn)在他們的腦海里,。”
現(xiàn)在,,數(shù)以百萬計(jì)的口罩買家至少對(duì)Etsy有了更多的了解。(財(cái)富中文網(wǎng))
翻譯:郝秀
審校:程曉田
In the early morning of April 2, as Josh Silverman started his workday, the Etsy chief executive was amazed to see a sudden surge in traffic to the handcraft e-commerce site on a run-of-the-mill Thursday.
One thing in particular was driving traffic: Searches for "face masks" rose 100-fold in a matter of hours that morning, hitting nine searches a second at one point.
While Etsy's sellers had been offering face masks for several weeks since the start of the COVID-19 pandemic, media reports surfaced that morning suggesting that the U.S. government was going to change its stance and recommend Americans wear face masks in public settings to help contain the spread.
"It happened like an explosion. It was instant," Silverman tells Fortune. Some sellers were moving the entire previous month's orders in just an hour. But the surge in searches didn't come without challenges.
For one thing, he wanted to be sure that sellers could fill those orders, lest it lead to a bad experience for someone new to the site, losing Etsy a chance to make a good first impression.
What's more, when Silverman typed “face masks” into the search engine, results were yielding a lot of Halloween masks and other irrelevant products. "That’s not what anyone thinks of as face masks in this moment," he says.
By 8:30 a.m. that morning, he and his team were doing triage by hand of the top 5,000 top results, an immediate fixing of its algorithms. They placed vendors who really sold cloth face masks first in the ranking and redirected shoppers to the sites of sellers who confirmed they could handle the orders as a way to redistribute demand, thereby retraining its search engine.
Over the next 48 hours, Etsy recruited more sellers to make masks, helping them figure out how to get more fabric and set up their shops quickly. "In a short time, we stood up a midsize company within Etsy," says Silverman.
This was all much more labor intensive than how Etsy would normally operate. But the payoff was undeniable: In April, Etsy sold 12 million masks worth $133 million, or one-sixth of its monthly tally, and Silverman says demand is holding up well.
What's more, sales on the Etsy site of items other than masks rose 79% last month, despite a drop in wedding-themed gifts during what is normally a peak time for that category. Etsy was already doing well, though not quite that well: In the first quarter of 2020, sellers sold $1.35 billion worth of goods on its sites, up 32.2% from a year earlier.
A bonanza of new customers
There's an important, longer-term upside for Etsy: In April alone, it won over 4 million new customers and got back 2.5 million others who hadn't used the site in at least a year. (At the start of 2020, it had 46.4 million active buyers and 2.7 million sellers.)
Wall Street has noticed. Shares hit a 52-week low on March 16, coincidentally when the lockdown started in major cities like New York as investors worried about the coming economic downturn. But in the two months since, Etsy shares have risen 157%, making the company worth almost $10 billion.
Silverman admits he was not sure how people were going to behave as lockdowns began. But he thinks people wanting to support independent businesses and buy one-of-kind items—or at least those that are not mass-produced—has a lot to do with Etsy's success.
And the influx of new shoppers has been a rare opportunity for Etsy to wow new customers. "It was important that it be a good experience," says Silverman.
Initial data suggests many are sticking around: Some 32% of new customers who bought a mask last month bought another item within two weeks. And Silverman says on-time shipment statistics and call-center volume suggest the customer experience has been good.
Wall Street analysts seem to agree with the thesis that Etsy will hang on to its new customers once lockdowns end and other retailers reopen their stores. "Even for the existing buyers, they may be exposed to the variety and selection of products available, which could induce them to come to the platform and buy more than just once a year," Deutsche Bank analyst Kunal Madhukar wrote in a research note.
Since Silverman took the helm three years ago, he has sought to professionalize a site that often felt like a flea market. That has included vastly improving its search function—something he says is hard, considering that Etsy sells 60 million unique items at any given time. And occasionally it has meant friction with sellers, either from higher fees or pushing them to offer fast shipping.
But at a time when eBay has floundered and “re-commerce” sites are on the rise, Etsy wants to take advantage of every chance it gets to attract new customers who might not have thought of it much, especially as shopping behavior is in flux.
"For anything you need, the habit for so many people is Amazon, Amazon, Amazon," Silverman says. "If I could just get them to pause for a split second and think to themselves, 'Where else could I get something similar?,' Etsy is going to come to mind a lot of the time."
And millions of mask buyers are now at least more aware of Etsy.