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.
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2996 articles · Page 45 of 125
Douyin Supermarket Officially Launches: How Should FMCG Manufacturers and Distributors Cooperate and Position Themselves?
After the New Year, Douyin Supermarket officially launched, and FMCG manufacturers are concerned about the significance of joining and opportunities for co-creation. On February 6, in the 'FMCG Feng Talk' hosted by distributor growth mentor Li Feng, several guests shared insights on 'Douyin Supermarket Officially Launches: How Should FMCG Manufacturers and Distributors Cooperate and Position Themselves?' This article compiles some of the viewpoints; for full details, follow the [Li Feng New Distribution] video account for the replay.
New DistributionHema's Downward Path: A Bigger Market, Less Room for Error
Hema is expanding into lower-tier markets with new formats like Hema Neighborhood and Hema Outlets, but faces challenges in profitability and competition. The company aims for 100 billion yuan in GMV in 2023, requiring aggressive growth and cost control.
晚点团队FMCG Daily News | Alibaba's E-commerce Arm Cuts Jobs; Better Life Director Resigns; Xiangpiaopiao Profit Declines; Shanghai Issues First Pre-Made Food License...
Alibaba's South Asian e-commerce platform Daraz announced an 11% workforce reduction. Better Life director Hao Rui resigned. Xiangpiaopiao's net profit fell 5.54% year-on-year. Shanghai issued its first pre-made food production license.
New DistributionRT-Mart Officially Enters Membership Store Arena!
At the start of February, RT-Mart's parent company, Sun Art Retail, made a major move. On February 1, it announced on its official WeChat account that it would open the country's first "M Membership Store" in Yangzhou, Jiangsu, with an official opening on April 28. This will also be Yangzhou's first membership store. According to Lianshang.com, the "M Membership Store" will operate as a new independent brand alongside the main brand "RT-Mart," with a dedicated business team. Project General Manager Yuan Bin joined RT-Mart in 2000 and is a veteran; the operations head...
FBIFDouyin Supermarket Launches: Can It Be the "Tailwind" for FMCG Manufacturers?
As the new year begins, Douyin Supermarket has officially launched, drawing widespread industry attention. With its massive user base, Douyin aims to expand from interest-based e-commerce into search-based e-commerce, potentially challenging platforms like JD.com and Tmall. This article analyzes the significance and development possibilities of Douyin Supermarket, and discusses how FMCG manufacturers can collaborate and position themselves.
勾勾Narrowing Losses: Is Yonghui Superstores Approaching a Turning Point?
Traditional supermarkets have faced successive impacts from e-commerce, new retail, and the pandemic, making transformation and upgrading an inevitable trend. Yonghui Superstores, founded in 2001, once maintained high double-digit revenue growth for over a decade, earning the title of "China's No.1 supermarket." However, by 2022, its net profit fell into losses due to external environmental impacts and its own transformation efforts. Despite the harsh conditions, Yonghui has made progress in digital business. As the external environment improves, the company's performance pressure may gradually ease.
New DistributionThe Consumer Ecosystem of a County Town
Lu Xucheng returns to his hometown Guiping in Guangxi for the first Spring Festival after the pandemic, observing the local consumer ecosystem. He finds that rural supermarkets are rising, Mixue Ice City sells 1,000 cups a day, and the leisure sportswear industry in Mule Town is transforming, while chain restaurants are rare due to local preference for fresh food.
卢旭成Spring Festival Consumption Guide: Celebrating the New Year on Douyin, Spending on Meituan
The 2023 Spring Festival was exceptionally lively, with the relaxation of restrictions fueling an unprecedented desire to return home. From January 7 to 26, 2023, the country saw 741 million passenger trips, a significant increase from 2022, and the return home boom also boosted Spring Festival consumption, with offline spending on dining, gifts, and entertainment rising notably. According to data from the '2023 Spring Festival Consumption Guide' by Yinghe Kanban, during the holiday, popular spending categories included travel and entertainment, New Year shopping, and gatherings and dining.
胖鲸Douyin Supermarket Officially Launches, E-commerce Battle Heats Up
Douyin Supermarket has fully launched nationwide, joining JD.com, Tmall, and Meituan in the online supermarket competition. Users can access it by searching "Douyin Supermarket" in the search bar or mall interface, offering categories like household goods, snacks, and beverages with fast delivery.
李松月The Consumer Mindset Behind Lunar New Year Shopping
In 2023, as pandemic restrictions eased, Lunar New Year shopping rebounded, reflecting a shift from face-saving purchases to health-conscious, quality-driven choices. Young consumers, while nostalgic for traditional brands, are also embracing innovative, culturally resonant products, reshaping the annual ritual.
湃动研究院Six Walnut Teams Up with Chainlink to Achieve Marketing Breakthrough through Digital Private Domain
The FMCG market has entered the era of consumer sovereignty, making it essential for FMCG companies to innovate products, conduct marketing activities, and arrange sales channels with a consumer-centric approach. Hebei Yangyuan ZhiHui Beverage Co., Ltd. (hereinafter referred to as Yangyuan Beverage), a leading enterprise in plant protein beverages, has become the category king and industry leader with its Six Walnut product, controlling over one million terminals in the FMCG sector.
New DistributionHema's Downward Path: A Bigger Market, Less Room for Error
A debate raged for six months between Hema CEO Hou Yi and Alibaba Chairman and CEO Daniel Zhang over whether to abandon Hema Neighborhood, a premium community group-buying format. Hou defended it as a strategic opportunity to serve national consumers, but losses persisted. Ultimately, Shanghai operations were retained while others closed. As Hema faces profitability pressures, it pivots to Hema Outlets, its 10th format, focusing on private-label products and cost efficiency to expand into lower-tier markets.
晚点团队Community Group Buying Front Extends: From Online to Offline, From Group Leaders to Group Stores
Since Huang Tengfei discovered and reported on Xiaoxu Daojia in early 2022, group stores have evolved from budding to advancing and then differentiating within a year, driven by local groups' innovation and cross-sector entrants like fruit stores. Among the emerging forces, chain supermarkets entering group stores, with old players becoming new stars, aim for a second spring, and Luoyang Yikelai is the first chain convenience store to do so.
黄腾飞Amid Consumption Shifts in Neighborhood Stores, a New Instant Retail Format Is Taking Shape
Between the distant and the self lies a vast middle ground—the nearby. Two years ago, Luo Zhenyu emphasized that observing the same thing from a distant gaze versus a nearby perspective yields different views. As the world returns to normal, he believes the keyword for the recovering 2023 business landscape is 'the nearby is a sea of stars.' Diverse forms of the nearby are emerging, replacing familiar street cries, as local commerce rebuilds daily relationships with communities. The value of the nearby is the force behind the recovery and growth of local retail, which has developed new formats like instant retail as consumers increasingly choose to shop locally.
古廿Intensifying Competition in Shelf E-commerce: Who Is the 'Pull' and Who Is the 'Push'?
In the future, Douyin e-commerce will become a very important online supplementary channel in the omni-channel system. In 2022, Douyin embraced its first year of full-scenario interest e-commerce, transitioning from a content field to a shelf field, and from a short-video entertainment platform to an e-commerce platform integrating short videos, live streaming, and shopping. This transformation is crucial for Douyin and offers merchants a closed-loop business environment, raising the bar for platform screening mechanisms and merchant entry thresholds.
田静 勾勾The Mom-and-Pop Stores Swept by the Times: Do They Still Have a Chance to Turn Around?
Mom-and-pop store owners must be able to sail with the wind and also rise against it; staying still is like a fish in a dried-up rut, and it will eventually capsize. The pandemic has been a great filter, eliminating many poorly managed businesses, including countless mom-and-pop stores in the FMCG industry. As Francis Fukuyama said, every grain of dust from the times falls on individuals as a mountain. Now that the pandemic is easing, can these stores revive?
赵胜男Better Life Supermarket 'Stops'
Recently, regional retail giant Better Life has had to initiate a contraction strategy after years of aggressive expansion. In a report responding to abnormal stock market movements, the company announced major strategic adjustments, including exiting the Sichuan market entirely from Q4 2022, concentrating its Jiangxi market share to Xinyu, Pingxiang, and Yichun, and closing underperforming stores in Hunan and Guangxi. The overall closure losses are estimated at 300-500 million yuan.
孟祥飞Distributors: Guard Against Fire, Theft, and Supermarkets—Should They Still Do Business with Big-Box Retailers?
Business must look forward and adapt to market changes. Distributors are increasingly abandoning big-box supermarket channels due to rising costs, extended payment terms, and the risk of store closures, which have turned once-profitable partnerships into loss-making ventures.
周群Cross-Border E-Commerce in 2022: Some Hold the Line, Some Switch Careers
The global e-commerce market has passed its high-growth era, and cross-border e-commerce is no exception. In 2022, the industry underwent a major shakeout, with many sellers exiting and others quietly expanding. As Amazon announced layoffs of over 18,000 employees, the industry is now moving toward compliant operations, profitability, and brand globalization.
燃次元工作室2022: No Winners in Fresh Food E-commerce
During the New Year holiday, Zhang Yali, a single woman from Shenzhen, canceled her trip to Sanya due to fear of reinfection and ordered fresh products from PUPU and Meituan Maicai, which delivered in 15 minutes. She was satisfied, as last December many riders were infected, and Dingdong Maicai was unable to place orders. The article reviews the challenges of fresh food e-commerce in 2022, including supply chain disruptions, the struggles of front-warehouse models, strategic contractions, and the need to rebuild supplier trust and control losses.
归去来After Breaking Through in the Delivery Scene, How Can Hubang Chili Sauce Break Out Again?
Using a diversification approach based on category relevance and leveraging industry trends for strategic positioning can help companies explore emerging markets. In 2021, Lao Gan Ma's revenue declined by 1.2 billion yuan, dropping to 11th place on Guizhou's top 100 private enterprises list. Despite steady growth in the chili sauce market, Lao Gan Ma has been on a downward trend since 2016, reflecting the impact of emerging chili sauce brands. With Lao Gan Ma's brand aging, flavor fixation, and declining catering channels, can emerging brands like Hubang seize the opportunity to replace it?
李相如Consumer Recovery Evident in First-Tier Cities During New Year Holiday: Four Phenomena Worth Noting
As 2023 begins, consumer sentiment is gradually emerging from hesitation, with overall spending recovering steadily during the New Year holiday. Key observations include a clear rebound in first-tier cities, strong performance in themed shopping malls, significant digital retail growth, and a slower recovery for traditional enclosed stores.
联商网编辑部What Kind of Membership Store Does Hema Really Want to Build?
According to Wang Wei, founder of Fresh Legend, Hema's X Membership Store is the only membership store in China that shows promise. Despite various formats, the core of membership stores remains products—product development and efficiency management. After nearly 18 months of deliberation and refinement, Hema is revealing its ambition, experiencing early signs of recovery in consumer sentiment. Even amid the pandemic's impact, Hema X Membership Store saw robust growth, with sales up 247% year-on-year.
十里Walmart Expands into New Track in Existing Market
As pandemic prevention policies are gradually relaxed, the market expects the consumer sector to recover. In the second half of the year, major supermarket and retail performances have been picking up. Looking back over the past three years, retail enterprises have been under the shadow of the pandemic. Many supermarkets and hypermarkets have adjusted and made various transformation attempts, but these have not fully solved the difficulties and declining performance. Walmart is now focusing on community customers with more streamlined and sharp product strength, launching a new track of premium prepared dishes to deepen its existing market.
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