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 51 of 125
How Distributors with 80 Million to Over 100 Million in Sales Grow: Cross-Online Business, Cross-Category Business, Cross-Region Business
Many distributors are finding this year's business particularly tough, but instead of looking inward at their own management and operations, they tend to blame external factors. This article explores the 'outward-looking' opportunities for growth, including online channels, new categories, and new regions, offering practical advice for distributors seeking new growth curves.
袁来Giants Bet on Instant Retail: Who Is Leading, and Who Will Dominate the Next Phase?
Instant retail meets users' immediate needs, placing high demands on supply chains, making channel value crucial, and driving growth through omnichannel digitalization. As major players enter, instant retail is poised to become a mainstream consumption model.
36氪未来消费Genki Forest's 'Cooler Defense War' That It Cannot Afford to Lose
In 2020, Genki Forest's management held an internal discussion on how giants could destroy the company, foreshadowing intense competition. Over the following two years, Nongfu Spring and Coca-Cola led a crackdown, and in 2022, Genki Forest shifted from an internet-plus beverage company to a traditional food and beverage enterprise, aggressively deploying coolers and offline marketing while facing slowed revenue growth.
袁喜乐The Century of FMCG Involution: Is Private Domain the Lifeline?
On August 10, New Distribution's video channel hosted a live stream themed 'New Private Domain, New Growth'. Four guests, including renowned marketing expert Liu Chunxiong, Qingdao Beer's Shi Yonggang, Jukebao CMO Zhang Jia, and Nanfang Black Sesame's Qin Mengke, shared insights and discussed FMCG private domain strategies. The event attracted over 16,000 viewers, sparking significant industry interest.
陈思廷Private Domain Is Not a Tool; Relationship Is the Goal.
Private domain traffic is not just about tools like mini-programs and WeChat groups; it's fundamentally about building intimate relationships with users. By examining cases like NIO, Luckin Coffee, and Pop Mart, this article explains how fostering trust and closeness can drive conversions, repeat purchases, and referrals, ultimately leading to business growth.
刘润主创团队Entering Beijing Doesn't Necessarily Mean 'Yue' for Every Household
Jiajiayue faces significant challenges in the Beijing market. Its second store in Beijing opened in Panjiayuan, but residents have noted higher prices compared to nearby supermarkets, and the company's aggressive expansion has led to goodwill impairment and losses.
晴山How Should Distributors Plan for the Second Half of the Year?
Many distributors are feeling anxious this year due to the ongoing pandemic and global uncertainties. Key data points include a 0.4% GDP growth in Q2 and a projected population peak in China, signaling structural changes. Distributors should focus on stabilizing their core business, optimizing costs and efficiency, building organizational capabilities, and embracing technology to survive and grow.
赵波Bringing the BBQ Stall into the Supermarket: Is Hema Entering the Night Market Arena?
Hema has launched its 'Hema Night Market' initiative, transforming its Freshippo stores into vibrant night food stalls from 5 PM to 10 PM, offering a wide range of freshly grilled BBQ, crayfish, seafood, braised snacks, and craft beers. This innovative approach not only enhances the shopping experience but also boosts sales, with bakery items up 41% and craft beer sales expected to exceed 10,000 tons.
程三月The Three Kingdoms of Instant Retail: Meituan Reinforces Supply, Alibaba Coordinates, JD Drives Traffic
Wang Xing, who always emphasizes business without borders, declared in Meituan's 2021 chairman's report that the endgame of the retail industry is 'everything delivered to home.' To win this final battle, Meituan adjusted its corporate strategy from 'Food + Platform' to 'Retail + Technology.' From service e-commerce to physical goods e-commerce, Meituan's understanding of retail is instant gratification. Based on local life communities, it encompasses supermarkets, pharmacies, fruit shops, flower shops, pet stores, and more within a few kilometers, using surplus delivery capacity outside peak meal times to do 30-minute home delivery retail business.
古廿MissFresh's Predicament and the 'Substitution Hypothesis' for the Front-Warehouse Model
MissFresh's decline does not signify the failure of the front-warehouse model, which has been validated as successful but faces challenges in becoming mainstream due to high asset intensity and operational demands. The model may find future viability by integrating with O2O platforms rather than operating independently.
我是庄帅Industry's First Instant Retail Open Platform Model White Paper Released: A 'Revelation' for FMCG Manufacturers
On July 27, JD.com and Dada, in collaboration with the China Chain Store & Franchise Association (CCFA), released the industry's first white paper on the instant retail open platform model. The white paper elaborates on the development, models, capabilities, and cases of instant retail, providing direction and guidance for the industry. Its core content can be summarized in four points: 1. Clear definition of instant retail with distinct demand characteristics; 2. Significant growth in instant retail, with trillion-yuan capacity visible in recent years; 3. Platform model advantages prominent, led by JD Daojia; 4. Platform model empowers multiple parties with clear case practices.
秦淮Three Major Supermarkets' Secret War: Yonghui Goes Left, Walmart Goes Right, RT-Mart Wants Both
Cold is the collective feeling of physical retailers this summer. National Bureau of Statistics data shows that from January to May 2022, total retail sales of consumer goods were 17,168.9 billion yuan, down 1.5% year-on-year. Among them, online retail sales nationwide were 4,960.4 billion yuan, up 2.9% year-on-year, while offline retail sales declined even more severely. According to incomplete statistics from Yilan Business, in the first half of 2022, nearly 2,500 offline stores across multiple physical retail formats announced closures, including 67 supermarkets. Clearly, facing severe conditions, transformation, adjustment, and contraction have become common choices for physical retailers. Notably, at this moment, the top three domestic supermarket chains—RT-Mart (Gaoxin Retail, hereinafter RT-Mart), Walmart China, and Yonghui—while competing with each other, have taken different paths.
柳丁是Big News! ChouBao Luosifen Enters Sam's Club, Multi-Channel Interaction Boosts Distributors' Business
For distributors, is luosifen a good business? Some say yes, some say no. Let's look at the data: According to the Liuzhou Municipal Commerce Bureau of Guangxi, in 2021, the sales revenue of the entire Liuzhou luosifen industry chain reached 50.16 billion yuan, of which packaged Liuzhou luosifen sales revenue reached 15.197 billion yuan, a year-on-year increase of 38.23%. Despite the siege of traditional instant food categories, its development momentum remains the 'top trend' in the instant food category, and the answer is self-evident. In 2022, the luosifen market is still in the industry development period, with more and more brands joining this camp, which will inevitably dilute distributors' attention in product selection. How should distributors choose their ideal business partner from the many brands? Today we recommend a new brand in the luosifen track - ChouBao Luosifen.
高级研究员 海游“Shared” Private Domain Saves Private Domain
Private domain seems to be heading into a dead end. The 'private' in private domain has led companies into a narrow mindset. When private domain goes astray, the emergence of shared private domain is timely. Sharing is difficult, but it represents a broader vision. Two live streams on June 10th introduced the concepts of 'shared membership' and 'shared private domain' respectively, which are refreshing and may point to a new path for private domain.
刘春雄After the Capital Tide Recedes, What Exactly Is the Moat of New Retail?
New retail formats represented by Hema, once market darlings as disruptors, are now collectively in trouble as the wave recedes: Alibaba's Hema has seen its valuation shrink significantly, Yonghui's Super Species has returned to offline retail, JD's 7Fresh has reduced its store count, and Meituan's Xiaoxiang Fresh has ceased operations. Whether online or offline, Hema struggles to break even. A Hema membership store, covering retail, dining, and warehousing, spans about 3,000 square meters with upfront costs up to 30 million yuan.
李欣彤New Retail Hits the 'Seven-Year Itch'
From food safety crises to fundraising at a 40% valuation discount, Hema Fresh, the flagship of new retail, has fallen from grace. This signifies that the once-vibrant new retail movement may be ending in disappointment. Yonghui Superstores, Hema's most formidable follower, plans to return from new retail to traditional retail after massive losses.
徐霁Can 'Jisu Da' Rescue Douyin E-commerce Trapped in Logistics?
Douyin E-commerce is testing a new delivery service called 'Jisu Da' (Extreme Speed Delivery) to achieve same-day delivery within the same city and next-day delivery in neighboring cities, partnering with major couriers like SF Express, JD, and ZTO. This move underscores Douyin's intensified efforts in logistics, as it faces challenges in both traditional express delivery and instant delivery, competing with platforms like Meituan.
商隐社Acquiring Carrefour Taiwan, Uni-President Group's Second 50-Year Growth Momentum Has Been Launched!
Uni-President Group announced on July 19 that it has spent NT$29 billion (approximately RMB 6.554 billion) to acquire all shares of Carrefour Taiwan, with Uni-President holding 70% and President Chain Store holding 30%, expected to complete the deal by mid-2023. This move solidifies Uni-President's dominance in Taiwan's retail sector and marks a key step in its second 50-year growth strategy.
New DistributionThe Rise and Fall of Chinese Retail: From 'Competition' to 'Mutual Assistance' Between Online and Offline
Chinese consumers are increasingly using food delivery platforms to purchase a wide range of goods, from daily necessities to cosmetics, driven by the need for speed and certainty. This trend has given rise to instant retail, a new retail model that integrates online and offline advantages, benefiting local businesses and consumers alike.
深燃团队A Farewell from a Pinduoduo Merchant
Before the 2022 Spring Festival, Lu Wei gave up his Pinduoduo store in Yiwu, Zhejiang, after nearly a year of daily losses. Many of his peers also left the platform in 2021, but in May, some returned after Pinduoduo adjusted its traffic rules to reduce merchant losses.
吴依涵Can Meituan's Lightning Warehouse Solve the Supply-Demand Mismatch in the FMCG Industry?
In the post-pandemic era, consumer behavior and shopping patterns have undergone dramatic changes, eliminating some small and medium-sized merchants while forcing others to actively seek transformation through internet-based business models. Internet giants are naturally not missing out on the offline retail pie, with Alibaba and Meituan having long divided the online market for offline dining through food delivery, while newcomers like Douyin, JD.com, and Pinduoduo are forced to compete through local life services, flash delivery, and 48-hour express delivery.
君子不器7-ELEVEN in the Post-Bubble Era: 'Quality' Matters More Than 'Low Price'
In the post-bubble era, while hard discounters rose in Europe and the US, convenience stores benefited in Japan. This article explores how 7-ELEVEN navigated the shift from a seller's to a buyer's market by prioritizing quality over price, leveraging private brands, and evolving into a 'life infrastructure' for Japanese residents.
元气资本消费组Where Have the 1-Yuan Ice Creams Gone?
The article explores why ice cream prices have risen and where affordable ice creams have gone, attributing it to multiple distribution layers, high cold-chain logistics costs, and the shift towards premium products in convenience stores. It highlights the case of Xuelian, a 0.5-yuan ice pop that went viral but still struggles to reach consumers due to lack of profit margins.
胡楠楠The Pain of Low-Alcohol Drinks
Some low-alcohol drink brands have died in Shanghai this spring. Unlike the 2020 pandemic, which was almost beneficial to the industry, this round has brought supply chain tightening, poor freight, and a longer recovery period. The market is far smaller than the imagined 'hundred-billion' scale, and low repurchase rates have become a hidden pain for brands.
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