Articles by 广觉资本

Deep Dive | FMCG B2B: The Gatekeeper of Offline Traffic Entrances

1. The FMCG B2B industry is undergoing a reshuffle, transitioning from rapid growth to rational development. Only those who survive can be considered true players in this field, as it is a long-distance race requiring competition on multiple fronts, and burning cash alone cannot secure the future. 2. Competition in FMCG B2B will center on business models, refined operations, and profitability. 1) Model: Regional tonnage represents status; those who control terminal channels win. 2) Refined operations: Focus on the refined management of 'information flow,' 'logistics,' and 'capital flow' to secure stable, long-term transactions with small stores, which is the core competitiveness for platform survival. 3) Profitability: As store stickiness increases, platform profitability will rapidly improve, and digital empowerment of upstream and downstream is only a matter of time. 3. Small stores are the entrance to massive offline traffic, and FMCG B2B is the gatekeeper of this entrance, with enormous future potential.