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In the New Retail Era, Convenience Stores Face Cross-Industry Disruption, and the Industry Is Brewing Major Changes
In the past month, Yun Yangzi shared insights on 'The Great Transformation of Convenience Stores' at Huatai Securities and China Merchants Securities. From an investor's perspective, hundreds of millions of yuan have flowed into the convenience store sector in the past year, indicating capital's optimism. However, new retail supermarkets represented by Hema (led by Hou Yi) are offering 30-minute home delivery services, posing a cross-industry threat to convenience stores. In the new retail era, convenience stores are undergoing significant changes, with both opportunities and crises coexisting.
云阳子Big Debate: Will Hypermarkets Be Killed Off in the Coming Years?
Organized by Lianshang.com New Retail Advisory Group, hosted by Yun Yangzi. Online supermarkets will significantly impact physical supermarkets in the coming years, with Tmall Supermarket planning to reach 100 billion yuan in three years and JD Supermarket in two years. The question is: will hypermarkets be eliminated? The advisory group held a discussion with insights from industry experts.
云阳子Tmall Supermarket Aims to Surpass China Resources to Become China's Largest Supermarket by 2018, with Sales Target Exceeding 100 Billion Yuan!
Tmall Supermarket has set an ambitious goal to become China's largest supermarket, both online and offline, by 2018, with sales exceeding 100 billion yuan. This strategy involves aggressive expansion, a new business model, and intense competition with traditional supermarkets and JD.com.
云阳子Yihaodian's Tmall Flagship Store Closed: Why Is JD.com Integrating So Quickly?
According to Lianshang.com, just three days after JD.com acquired Yihaodian, the integration has already led to major changes. On June 24, the Tmall flagship store of Yihaodian disappeared, indicating the rapid pace of the deal. Analyst Yun Yangzi believes the key is the supply chain cooperation between JD.com and Walmart, with Walmart's physical stores integrating with JD Daojia and using the Dada logistics platform, which may also involve restrictions on Walmart China's e-commerce operations.
云阳子