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 63 of 125
Giants Exit, Shrink, or Coast: Community Group Buying Returns to Its 1.0 Roots—Empowering Group Leaders
The community group buying sector is undergoing a reshuffle, with old players like Tongcheng Life and Shihui exiting, while new entrants struggle. The key to success lies in returning to the 1.0 model that empowers group leaders, as exemplified by Xiamang's founder Song Zhiming, who emphasizes trust-based, recommendation-driven sales over platform-centric approaches.
新经销何年"9 Li" Ignites a New Era of Retail Digitalization
In recent years, digitalization has become deeply ingrained in the minds of FMCG and retail professionals. While most digital transformation efforts focus on e-commerce data and user behavior analysis, the 'place' element should not be overlooked. According to iiMedia, the FMCG market reached 4.5 trillion yuan in 2020, with 3.6 trillion from physical channels. Image recognition technology, particularly Baidu's EasyDL retail version, is breaking cost and implementation barriers, reducing recognition costs to an unprecedented 9 li (0.009 yuan) per image, and enabling retailers to convert in-store images into valuable data assets.
New Distribution3%, 5%, 10%: The 'Three Stages' of FMCG Manufacturers' O2O Development
Recently, New Distribution hosted the '2021 First FMCG O2O Seminar', where brand owners, platforms, and operators discussed O2O topics. If O2O was once an uncertain trend, it is now a certain future. In the past year, accelerated by the pandemic, O2O has seen rapid growth, with major brands entering the field. From initial confusion, many brand owners now have clear organizational structures and strategies, making O2O a key part of their plans.
周群Will 'Warehouse' Become the Antidote for Traditional Supermarkets?
Warehouse membership stores are booming in China, with major players like Costco, Sam's Club, and Metro expanding, while local giants like Hema and Yonghui enter the fray. The key to success lies in supply chain strength, curated SKUs, and private labels, but challenges remain in converting traditional supermarket shoppers.
谢芸子Exhausted Young People, Sweet Elderly Couples: The Other Side of Hangzhou's 24-Hour Unmanned Supermarket
A 24-hour unmanned supermarket in a Hangzhou community serves as a hub for residents, offering convenience and warmth. The store's manager, Huang Chenbin, shares stories of late-night shoppers and the importance of human connection in community retail.
方力 刘玉涵The Lament of the Wolf Kings: The Decline of the Big-Box Retail Era
In 2021, China's big-box retail sector collectively hit the rocks, with major players like Renrenle, Yonghui, and Red Star Macalline facing closures, value drops, or financial crises. This article traces the rise and fall of these retail giants, examining how they thrived in the era of foreign competition and land leverage, but ultimately succumbed to the digital revolution and changing market dynamics.
银杏财经Fighting Sugar Doubles Its Value
The anti-sugar trend is becoming a lucrative business, with zero-sugar, low-sugar, and anti-sugar products proliferating across beverages, snacks, and even personal care. However, some products are criticized as a 'tax on intelligence' due to misleading labeling and potential health risks of sugar substitutes, prompting consumers to seek healthier alternatives through DIY and upstream sourcing.
新博弈编辑部The Endgame of Fresh Food E-commerce: Either Learn from Hema or Learn from JD
Fresh food e-commerce platforms like Miss Fresh and Dingdong Maicai are at a crossroads, with both having filed for IPOs on the same day. While Miss Fresh is pivoting towards supply chain and smart wet markets, Dingdong is focusing on fresh food stores and ready-to-cook meals, mirroring the strategies of JD and Hema respectively. Despite heavy losses, the industry remains unprofitable, with only 1% of players making a profit.
安琪New Changes in Community Group Buying: Leading Players Slow Down, Hema Market Steady and Rapid Development!
As summer arrives, community group buying faces a major test, with cold chain capability becoming an unavoidable challenge for all platforms. Intensified external competition, high internal costs, chaotic management, and lack of cold chain have led to shrinking order volumes, making declines for some platforms unsurprising. At the start of the year, Duoduo Maicai, Meituan Youxuan, and Chengxin Youxuan set high performance targets, but these are now difficult to achieve. The difficulties of leading players also present opportunities for latecomers. On August 3, Alibaba Group announced its Q1 FY2022 results, with MMC reporting GMV growth of about 200% quarter-over-quarter and a 260% increase in RDC construction area.
New DistributionAlibaba Hides Its Annual Active User Count
Alibaba Group released its Q1 FY2022 earnings (Q2 2021) on August 3, 2021. The company's annual active consumers in China retail reached 828 million, but this figure was buried in a footnote, drawing attention to the widening gap with Pinduoduo. Revenue grew 34% to RMB 205.74 billion, while strategic investments in new businesses led to a RMB 13.9 billion loss.
赵小米Community Group Buying Enters Deep Water, New Voices in Traditional Markets
Community group buying has entered a deep-water zone, with supporters citing doubled order volumes in lower-tier cities as evidence of market acceptance, while detractors warn that unsustainable subsidy-driven practices are fleeting. The article explores various types of group leaders and consumer attitudes, offering recommendations for platforms to focus on quality, operational details, and leader development.
高级研究员 海游Why Primary and Secondary Schools Are Banning Campus Convenience Stores
China's education authorities have issued a notice banning convenience stores and supermarkets in primary and secondary schools, ending an era that shaped generations of childhood memories. The move addresses health concerns over junk food and corruption in school management.
刘鑫Responding to the 'Urban 15-Minute Convenience Life Circle', Small Stores Must Serve Big Scenarios!
Recently, the General Office of the Ministry of Commerce and 10 other departments issued the 'Guidelines for Building Urban 15-Minute Convenience Life Circles', setting a goal that by 2025, through creating '100 cities and 1,000 circles', a batch of urban convenience life circles will be built that are well-laid-out, complete in business types, fully functional, smart and convenient, standardized and orderly, with quality services and harmonious business-resident relations. The level of convenience, standardization, intelligence, and quality will be comprehensively improved, playing a greater role in serving basic people's livelihood, promoting consumption upgrades, and smoothing the micro-circulation of the urban economy, with resident satisfaction in pilot areas reaching over 90%...
New DistributionQuietly Cultivating for 6 Years, the Rural Version of Sam's Club - Hema Warehouse Store Hits the 'Big Windfall'!
After nearly 20 years of silence, warehouse membership stores are experiencing a revival. On July 30, Beiguo Supermarket and Yonghui both opened warehouse stores in Shijiazhuang, Hebei, signaling a new wave of competition. New Distribution interviewed Liu Cheng, co-founder of Tianjin's Hema Warehouse Store, which started in 2015, to gain insights into this trend.
新经销何年New Distribution x China Resources Snow Theme Salon - "Huashan Discussion · 2021 First FMCG O2O Seminar Salon" Successfully Concluded!
The pandemic over the past year has accelerated the growth of O2O, bringing varying degrees of growth to FMCG brands. Although the pandemic has gradually eased in 2021, the pace of O2O growth has not slowed. Facing this new business format, new retail, and new channel, how should FMCG manufacturers respond? What are the strategies, tactics, organizational structures, and investment approaches? Through this seminar, we hope to hear diverse voices and experiences to answer questions for our own brands. On the afternoon of July 30, the "Huashan Discussion · 2021 First FMCG O2O Seminar Salon" was successfully held in Shanghai, co-hosted by New Distribution and China Resources Snow, with Pistachio Digital as a co-organizer.
New Distribution2021, Where Is the Convenience Store Wind Blowing?
China's convenience store sector is experiencing sustained growth in chain branding, with significant potential for market size and density expansion, and local brands are rising strongly. The industry is rapidly iterating in terms of models, with new species and dark horse brands emerging, and the sector remains full of variables.
零售商业评论Debate on the Future of Community Group Buying: 'Oligopoly' or 'Total Collapse, Not One Left'?
The article discusses the future of community group buying, debating whether it will become an oligopoly or face total collapse. It highlights recent failures like Shixianghui and Tongcheng Life, and features insights from industry experts on the challenges and potential paths forward.
New DistributionCan Yonghui's Warehouse Stores Become a Template for Hypermarket Renovation?
Yonghui has rapidly expanded its warehouse stores to over 30 within two months of opening its first, offering no membership fees and low prices. This article examines whether this model can serve as a template for hypermarket transformation, highlighting challenges such as profit sources and product differentiation.
联商网编辑部A 20,000-Word Guide to FMCG Manufacturer Promotions
This article provides a comprehensive guide to planning and executing FMCG promotional activities, covering annual planning, activity design, implementation steps, improving promoter productivity, and evaluation methods.
高级研究员 海游Alibaba Takes Over Suning, Zhang Jindong Keeps a Trick Up His Sleeve
Suning and Alibaba's relationship is harmonious on the surface but involves strategic maneuvering. Alibaba nominates Huang Mingduan as Suning's new chairman, while Zhang Jindong secures the president role for his loyal lieutenant Ren Jun, indicating he hasn't fully relinquished control.
赵小米Community Group Buying Enters Deep Water, Traditional Market Ecology Shifts
A field visit to Zhenjiang reveals how community group buying platforms are aggressively recruiting store owners as group leaders through 'street-sweeping' campaigns, reshaping the traditional FMCG distribution landscape. Dealers face declining offline sales, while some adapt by diversifying brands, channels, and embracing e-commerce.
高级研究员 海游2020 China Supermarket Top 100 Released
According to the China Chain Store & Franchise Association's survey on basic industry conditions and the top 100 supermarkets in 2020, the list was released on July 28. In 2020, the top 100 supermarkets achieved sales of 968 billion yuan, up 4.4% year-on-year, accounting for about 5.5% of total FMCG retail sales; their total number of stores reached 31,000, up 7.4% from the previous year.
CCFAFormer Jia Duo Bao South China Market Head and Former Alibaba Supermarket Ecosystem Business Head: The Offline Dilemma of New Consumer Brands
This article discusses the offline challenges faced by new consumer brands, drawing on insights from Hu Hao, a former executive at Jia Duo Bao and Alibaba. It highlights common misconceptions, the importance of founder involvement, and key strategies for successful offline expansion.
袁来Hema Neighbor: Pricking the Bubble in the Vacuum Zone Between Home Delivery and In-Store Shopping
Hema Neighbor is pricking the inflated bubble hidden in the vacuum zone between home delivery and in-store shopping. The article highlights its focus on cost, efficiency, and experience; growth, repurchase, and retention; and synergy, sinking, and extension.
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