NEW DISTRIBUTION RESEARCH TOPIC

How is instant retail changing stores, platforms, and supply chains?

Coverage of flash warehouses, front warehouses, discount stores, supermarket transformation, and local commerce platforms in China.

Related research and analysis

2996 articles · Page 109 of 125

Retail Formats

Returning to Hypermarkets Two Years Later: What Are the Pains and Regrets of the Willful Blue Moon?

Blue Moon, which had high-profile abandoned offline channels two years ago, clearly did not achieve its expectations. The company's decision to withdraw from hypermarkets was both passive and aggressive, and its frequent changes over the past two years have not brought the desired results, leading to its return to hypermarkets.

万德乾
Retail Formats

Convenience Stores Face Five Major Challenges

The market environment for retail enterprises is changing, and so is the development environment for convenience stores. In this new environment, convenience store companies must adapt to the changed external environment and adjust their development and business strategies. Overall, the current convenience store market faces five major challenges.

鲍跃忠
Retail Formats

Can Alibaba Really Save Lianhua?

Recently, Alibaba's entry into Lianhua via Yiguo Fresh has drawn widespread industry attention. There is a general expectation that Alibaba's new retail can bring important transformation opportunities for physical retailers like Lianhua. From Alibaba's investment in Suning, to its acquisitions of Intime and Sanjiang, to its strategic cooperation with Bailian earlier this year, Alibaba has been expanding cooperation with offline retailers. From Jack Ma's proposal of the new retail concept before Double 11 in 2016, to the Taobao Maker Festival at the end of 2016, where senior Alibaba executives led by Daniel Zhang interpreted Alibaba's new retail strategy, Alibaba has been continuously researching and exploring new retail.

鲍跃忠
E-commerce & Instant Retail

At 96, CP Group Ventures into Food E-commerce and Convenience Stores: Can It Capture the Hearts of the Young?

CP Group is extending its agribusiness to food processing and new retail formats, aiming to build a full industry chain from farm to table. However, facing unfamiliar territory, it still needs more preparation.

何承轩
Capital, Earnings & M&A

After Ruining Physical Stores, Why Are Liu Qiangdong and Lei Jun Rushing to Open Stores?

The online dividend period has completely passed, and traffic has shifted from online to offline. From an investment perspective, the focus now should be on who has offline traffic. Looking at future trends, the competition for offline store expansion will become even more intense.

New Distribution
E-commerce & Instant Retail

Your B2B Might Be Wrong: E-commerce Disintermediation Is a Myth!

What is internet disintermediation? Between manufacturers and consumers, distributors are intermediaries. The internet threatens to eliminate intermediary roles that provide low-value-added services, with distributors being the first to go. Removing intermediaries could significantly reduce channel costs and thus lower product prices. It sounds perfectly reasonable, but...

张帆
Capital, Earnings & M&A

Budweiser Reintroduces 'America' Beer; Suntory Launches Espresso for Cereal; Alibaba Acquires 18% Stake in Lianhua Supermarket...

This morning, China Foods announced it will sell its Fulinmen edible oil business to China Agri-Industries for 1.05 billion yuan. Meanwhile, Budweiser is bringing back its patriotic 'America' packaging for summer, and Suntory is partnering with Calbee to offer a maple-flavored espresso designed for cereal. In other news, Alibaba has acquired an 18% stake in Lianhua Supermarket, and Panda Brewery has completed a 119 million yuan Series A funding round.

New Distribution
E-commerce & Instant Retail

How Did Dianda, an FMCG B2B E-commerce Platform Focused on the Yangtze River Delta, Achieve Rapid Profitability Without a 'Go Big Fast' Approach?

The upgrade and transformation of convenience stores and the optimization of supply chain efficiency have become the most frequently discussed new topics in the industry in the past two years. Many B2B e-commerce platforms, including giants, have joined the fray, making the market red-hot. However, for distributors, whether a platform has sustainable profitability and a mature operational growth system remains one of the basic criteria for assessing its reliability. The author recently visited Dianda Mall in Shanghai and had an in-depth exchange with its chairman, Rui Yun, about Dianda's model. Through the exchange, the author learned that Dianda Mall has already covered 18 cities nationwide, and more than half of its early self-operated cities have achieved sustained profitability.

赵波
Consumer & Categories

The New Retail Formats That Could Terrify Jack Ma in the Future: Why Super Species and LINE Theme Cafés Are Leading the Way

This article explores the emergence of new retail formats in 2017, such as self-service terminals, Yonghui's Super Species, and IP-themed cafés, arguing that they represent a rebirth of the industry driven by the disruption of old business models and the ongoing competition between brands and channels.

海水很蓝
Retail Formats

Blue Moon's New Products and New Channels Fail; Escaping Supermarket Channels Is a False Proposition?

Blue Moon's sales channel gamble ultimately failed. After breaking with Carrefour, RT-Mart, and other supermarkets over two years ago, Blue Moon is restarting its return to hypermarkets. The company has been recruiting staff for multiple Carrefour stores in Beijing. The initial split was due to excessive fees in supermarket channels eating into most profits, and now the industry leader may have little choice but to return. The shift from supermarkets to self-built 'Moon House' stores, which struggled, and then back again, shows the difficulties detergent companies face in channel exploration.

New Distribution
Industry Trends

Lotte's Turmoil: Losses of 6.1 Billion Yuan in China, Korean Staff Fully Withdrawn, Lotte Seeks Chinese 'Buyer'?

Recently, it was reported that South Korea's Lotte is in talks with several retailers including Yonghui, RT-Mart, and Walmart to sell its China operations, potentially starting with some Lotte Mart stores and expanding to Jiangsu and Zhejiang. After the THAAD incident, Lotte's performance in China has been continuously loss-making, with losses widening. Is Lotte really going to sell its China business? The authenticity of the news is not important; what matters is that Lotte Mart is struggling in China.

New Distribution
E-commerce & Instant Retail

Countdown to the 6th B2B E-commerce Study Tour: Only 2 Days Left! You Won't Regret It!

The 6th B2B E-commerce Study Tour will be held from the 15th to the 19th of this month, visiting Beijing, Jinan, and Yantai to explore four representative B2B platforms in China: Shuhai Supply Chain, Zhongke Shangruan, Yunmei Shares, and Yishang Logistics. Interested friends are welcome to join us for this inspection tour.

New Distribution
Capital, Earnings & M&A

Market Value Fluctuations and Shifting Leadership: The Most Comprehensive Data Analysis and Trend Outlook for New Retail

Since the O2O wave in June 2013, online-offline integration has become a key theme in retail. From October 2016, when Jack Ma proposed New Retail, the industry has seen Alibaba's stake in Sanjiang Shopping, privatization of Intime Retail, Amazon Go, Hema Fresh's 'supermarket + dining' stores, and Yonghui's Super Species, among other developments. This report analyzes the competitive landscape, financials, and market valuations of major Chinese and US retailers to explore the balance and integration of online and offline channels.

汪立亭李宏科史岳
E-commerce & Instant Retail

Countdown to the 6th B2B E-commerce Study Tour: Only 4 Days Left! Join 50 Selected Distributors—No More Hesitation...

The 6th B2B E-commerce Study Tour of our second season starts in 4 days, from the 15th to the 19th of this month. We will visit Beijing, Jinan, and Yantai to inspect four representative B2B platforms in China: Shuhai Supply Chain, Zhongke Shangruan, Yunmei Shares, and Yishang Logistics. Interested friends can join us.

New Distribution
Retail Formats

"2017 China Convenience Store Development Report" Released: 100,000 Stores, Sales Reaching 130 Billion Yuan

With new retail rising online and moving offline, convenience stores, the most representative retail format, are flourishing across the country. The report, released on May 10 during the 2017 China Convenience Store Conference, reveals that the number of chain-branded convenience stores in China is close to 100,000, with sales reaching 130 billion yuan.

途小萌
Consumer & Categories

How Should the Food, Beverage, and Alcohol Industry View New Retail?

Some traditional marketers have dismissed Jack Ma's New Retail as worthless, but it is not a panacea. However, leveraging mobile internet, online traffic, and data, it still holds some significance and should not be entirely rejected. This article specifically addresses how the food, beverage, and alcohol industry should correctly approach New Retail.

谭长春
Capital, Earnings & M&A

China's FMCG Market Shows No Recovery in Q1, Growing Only 1.7%

According to the latest data from Kantar Worldpanel, China's FMCG market sales grew by only 1.7% year-on-year in the first quarter of 2017. In the first three months of 2017, China's GDP grew 6.9% year-on-year, slightly exceeding expectations, driven by government infrastructure investment and a booming property market. Despite a certain recovery in the overall economy, China's FMCG market still faces huge challenges. The modern trade channel (including hypermarkets, supermarkets, and convenience stores) saw slight growth of 0.3% in Q1, with many large stores still failing to attract consumers.

江颖华
Retail Formats

In-depth: Retail stores are getting harder to understand. What can the Hema model teach us?

Retail stores are becoming increasingly difficult to analyze. Previously, one could learn from store layout, display, product mix, and operations, and infer a company's capabilities. Now, changes in business philosophy, deep online-offline integration, and shifting profit models make stores less transparent. The Hema model, with its supermarket-plus-restaurant format, abandonment of average transaction value, and self-operated delivery, represents a fundamental reconstruction of retail, driven by consumer changes, internet development, and industry-wide challenges.

鲍跃忠
Capital, Earnings & M&A

After Being Acquired by Haoxiangni, Snack E-commerce Brand 'Baicaowei' Firmly Returns Offline

Baicaowei, a leading snack e-commerce brand, is returning to offline retail after seven years, with plans to expand in supermarkets and launch a 'one city, one store' initiative. The move follows its acquisition by Haoxiangni, which provided financial relief and channel integration, while the company also faces pressure from a profit guarantee agreement.

乔芊
E-commerce & Instant Retail

Second Season B-End E-commerce Study Tour Officially Launched! This Time Visiting 4 B2B Platforms, Including Registration Channel!

From April to October 2016, the B-end e-commerce study tour organized by this official account led over 1,100 domestic distributors to visit 15 representative B2B e-commerce platforms in China. Through on-site inspections, face-to-face exchanges among peers, and professional training, distributor friends gained initial understanding of the operational models, characteristics, investment policies, and industry trends of domestic B2B platforms. Many also started e-commerce projects with local peers after the tours, and many found suitable platforms to join.

New Distribution
Retail Formats

The 'Three Kingdoms' Battle of Yiyatong, JD.com, and Alibaba in Convenience Stores

The new retail era has arrived, and the giants' 'battle' in convenience stores may signal the start of a new conflict. According to the National Bureau of Statistics, in 2016, 84.5% of total retail sales of consumer goods were offline, with only 15.5% online, making offline the main channel, especially for small and medium convenience stores nationwide. This year, convenience stores have been at the forefront of new retail discussions, and JD.com's recent plan to incorporate one million convenience stores has stirred the waters.

马丹梅
Capital, Earnings & M&A

Qiaqia's Q1 Performance Weakens, E-commerce Business to Become Development Focus, What Cards Remain in Hand?

Qiaqia Food recently released its Q1 2017 results, with revenue of 799 million yuan, down 7.13% year-on-year, and net profit of 77 million yuan, down 17.35%, marking the first double decline in recent years. Despite the bleak figures, the company's investment of 347 million yuan in an e-commerce logistics center and nut processing plant is expected to commence production this year, potentially addressing its e-commerce shortcomings. Additionally, Qiaqia will continue to promote its blue-bag product series, which generated about 200 million yuan in revenue last year.

参哥
Retail Formats

FMCG Three-Tier 200+ Channel Guide 2017

This article provides a comprehensive classification of over 200 FMCG distribution channels across three tiers, from retailers to wholesalers to distributors, offering insights to accelerate career growth.

木公
Brand Marketing

Aged Floral Water, Low-End Market

Floral water, a traditional Chinese summer essential, faces category bottlenecks with a market size of about 2 billion yuan. The market is dominated by two brands, Liushen and Longliqi, with limited innovation and growth potential.

晓晓