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 73 of 125
Prices Are in Chaos! The 'Hundred-Billion Subsidy' of Community Group Buying Has 'Ruined' FMCG
Community group buying has become the hottest trend, with internet giants launching a hundred-billion subsidy war that is wreaking havoc on FMCG manufacturers and distributors. The article discusses the impact on pricing, the victims and beneficiaries, and suggests countermeasures for brands.
袁来Post-80s Distributor Seizes Online Opportunity, Sales Grow Over 20-Fold in a Year and a Half!
During a market research trip in Jiangsu, the author encountered the term "new distributor." Unlike traditional distributors who stick to old ways, new distributors embrace digital trends and online platforms. One such distributor, Dai Mingxin, a post-80s entrepreneur in Nanjing, partnered with JD New通路 Joint Warehouse, growing his monthly sales from over 100,000 yuan to over 3 million yuan in just over a year, a 20-fold increase.
周群First-tier City Manager: CS Channel Winter is Coming, Manufacturers Need Professional People, Differentiated Products, and Intensive Cultivation
After a day of visiting CS channel stores, Lao Wang feels exhausted and worried about failing this year's targets and the future. The article discusses the challenges facing the CS channel, including declining foot traffic and the impact of e-commerce, and offers strategies for city managers to adapt, such as focusing on professional talent, differentiated products, and intensive market cultivation.
许翔 Ryan XuHunan's Hidden Tycoon: Running 20,000 Small Stores, Serving the Poor, Earning Billions Annually
Yue Lihua, a Hunan businessman, built a chain of convenience stores targeting low-income areas, which evolved into Xingsheng Youxuan, a community group-buying platform that reached a valuation of $4 billion. Despite being backed by Tencent, he became a student at Alibaba's Hupan University, highlighting the intense competition in China's community e-commerce sector.
是三公子Wang Xing, Cheng Wei, and Huang Zheng: All Heading to the Same Battlefield
At Didi's internal all-hands meeting on the morning of November 3, CEO Cheng Wei publicly discussed Orange Heart优选 for the first time, stating that Didi's investment in it has no upper limit and aims to secure the top market position. Launched in April in Chengdu, Sichuan, Orange Heart优选 has surpassed 2.8 million daily orders. The community group buying sector, once overlooked, is now attracting major players and capital, with the potential to evolve into a low-price retail chain akin to Dollar General in lower-tier Chinese cities.
彭程Heavyweight | Zhongshang Group - The 'Hidden Champion' in China's FMCG Sector, Exporting 6 Billion RMB GMV Annually
Zhongshang Group, a name unfamiliar to many in the FMCG industry, is a hidden champion with impressive credentials: it is the largest brand operation agent for shampoo brand 'Ryo', covering 50% of its offline sales, and manages over 10,000 SKUs across 500+ retail channels, generating over 6 billion RMB GMV annually. The company has recently formed strategic partnerships with Japan's ARATA and China's Yunji, signaling its expansion into consumer brands.
袁来Are Convenience Stores Ready to Go Downmarket?
Convenience store giants have repeatedly broken sales records in lower-tier markets, raising the question of whether the time is right for downmarket expansion. Despite lower rents and labor costs, these markets face challenges in sustaining long-term sales beyond initial novelty purchases.
赵述评 赵驰How Should FMCG Manufacturers Position 'New Retail O2O'—As a Channel, or as E-commerce Was a Decade Ago?
Over the past five years, e-commerce has rapidly developed, changing consumers' shopping places and habits, and cultivating a digital-era 'consumer mindset.' The COVID-19 pandemic in 2020 further accelerated the shift to online, with many physical retailers expanding their online operations. This article discusses how FMCG manufacturers should position New Retail O2O—whether as an independent channel or as an extension of e-commerce and offline retail—and analyzes the consumers, products, and scenarios involved.
欧以正Bestore and Three Squirrels Report Revenue Growth Without Profit Growth in Q3, Offline Battlefield to Be Key
Bestore and Three Squirrels have both reported revenue growth without corresponding profit growth in their third-quarter reports, but for different reasons. Bestore's performance was mainly affected by the pandemic due to its Wuhan headquarters, while Three Squirrels faces structural weaknesses from over-reliance on online sales.
陈夏怡Marketing Digitalization for FMCG Manufacturers: Leveraging Small Data to Move Big Markets
Digitalization requires data, but traditional FMCG manufacturers often lack online user data. This article explores alternative data sources and strategies, emphasizing the use of BC-linked data to leverage offline channels and achieve marketing digitalization without relying on large-scale user online presence.
刘春雄National Media IP "Kuaikan Good Anchor" National Brand Live-Streaming Product Selection Notice: Application Channel Opens for Brands Jointly Selected by CCTV, Xinhua, and Kuaishou
The first national matrix-style interactive live-streaming shopping variety show, "Kuaikan Good Anchor," initiated and hosted by Yangguang Dream and Xinhua Kuaikan, and co-hosted by Guangzhou Langqin Advertising Media Co., Ltd., is about to launch on the Kuaishou app. The event has received strong responses from national media and Kuaishou's top anchors, with S-level traffic resources from the platform.
New DistributionThe Hundred-Billion Group Buying War Among Meituan, Didi, Pinduoduo and Other Giants: FMCG Manufacturers Cannot Just Watch!
Community group buying has evolved from a small-scale business into a major battleground, with giants like Pinduoduo, Meituan, and Didi investing billions in subsidies. FMCG manufacturers must actively participate rather than merely observe, as this transformation of traditional retail will directly impact their sales channels and market position.
袁来After 'Swallowing' Sun Art Retail, Where Is Alibaba's Next Target?
The battle in the same-city retail sector is intensifying. On October 19, Alibaba announced plans to invest HK$28 billion to directly and indirectly hold 72% of Sun Art Retail, accelerating the digitalization of China's largest hypermarket operator. This move reflects Alibaba's ambition and anxiety in the same-city retail space, as it seeks to strengthen its ecosystem and compete with rivals like Meituan and Pinduoduo.
港股研究社Didi Enters Fresh Food Track, Opens Its First Community Fresh Food Store Nationwide
Didi's first community fresh food store, Orange Heart优选, has opened in Chengdu, marking its entry into the community e-commerce and fresh food sector. The move highlights the growing competition among internet giants in community group buying, with supply chain, technology, and fulfillment being key factors.
祖龙Three Musts for Success in Same-City Retail and Home Delivery Retail
The author recently participated in a home delivery retail project for a large group, which involved considering many factors such as utilizing group resources, promoting cross-system communication, balancing senior executives' suggestions, and mitigating negative impacts if the project fails. Amid complexity, it's crucial to stay true to the original intention and ask what truly makes the project succeed, without compromising on key success factors. This article summarizes three musts for home delivery retail success.
张陈勇Mars, Coca-Cola, Pepsi, Yili, and Mengniu Are All Doubling Down on New Retail O2O: Have They Figured It Out, or Are They Just Jumping on the Bandwagon?
The popularity of new retail O2O is undeniable to practitioners in the frontline market. Since Jack Ma first proposed the concept of 'new retail' in 2016, and with the catalyst of this year's COVID-19 pandemic, new retail has been pushed to unprecedented heights. Similarly, over the past two years, FMCG manufacturers have not been idle, engaging in cooperation with new retail O2O to varying degrees and in different forms. In 2018, Dmall and P&G reached a 3030 strategic cooperation, setting goals for online sales to account for 30% and full-channel sales to grow 30% annually.
欧以正The Impact and Endgame of Tech Giants Entering Community Group Buying
Alibaba, Meituan, Pinduoduo, and Didi have all entered the community group buying business, and with Tencent's investment in Xingsheng Youxuan, most of the internet giants are now involved. This article answers five key questions: why giants are entering, the nature of the war, their strategies and tactics, possible outcomes, and key variables that could affect the result.
陈维龙Private Domain Is Not Contact, It's Relationship!
The article emphasizes that private domain traffic is not about mere contact but about building relationships with users. It outlines steps to create user value, transform relationships into channels, and maintain long-term engagement through continuous value delivery and community building.
赵波Genki Forest PK Hankou No.2 Factory: Where Do They Differ?
This summer, who hasn't bought a bottle of Genki Forest sparkling water at a convenience store? And who hasn't been attracted by the packaging of Hankou No.2 Factory? On August 30, Genki Forest launched a new product, its first natural fruit juice drink - Micro-bubble Grapefruit. From the packaging and official introduction, this new product is a fruit juice sparkling water, continuing Genki Forest's tradition of "no added sucrose," with all sweetness coming from fruit. The packaging features a visually striking grapefruit with water droplets on the upper part of the bottle, and prominently displays nutritional components such as VC, B1, B2, B6, VE, and Niacinamide.
韩一个Alibaba, Meituan, Pinduoduo Battle: Can Community Group Buying Break the Fresh E-commerce Deadlock?
The B2C fresh e-commerce model has hit a dead end in China, prompting internet giants to bet heavily on community group buying. This article examines the resurgence of community group buying after the pandemic, the entry of major players like Meituan, Alibaba, and Pinduoduo, and the critical role of supply chain and logistics in determining success.
范向东Major Move | Alibaba Acquires Controlling Stake in RT-Mart Parent for HK$28 Billion
On the morning of October 19, Alibaba Group announced it would invest approximately HK$28 billion (US$3.6 billion) to increase its stake in Sun Art Retail Group, a leading Chinese hypermarket operator, to 72% and become its controlling shareholder. The move is part of Alibaba's new retail strategy, accelerated by the COVID-19 pandemic.
New DistributionFirst Fresh E-commerce Company Goes Bankrupt: Applied for Bankruptcy Reorganization! From Favorite to Discard, Too Fast
According to multiple media reports, Yiguo Fresh, Yunxiang Supply Chain, and Anxianda entered voluntary bankruptcy reorganization on July 30. Shanghai Yiguo E-commerce Co., Ltd. has applied to the Shanghai Third Intermediate People's Court for bankruptcy reorganization, with a hearing scheduled for November 3, 2020.
文景The Giant Paths of Home Delivery Retail: Who Will Win and Who Will Lose
Alibaba upgraded its Tmall Supermarket business group to a same-city retail business group, JD.com established a large supermarket omni-channel business group and recently announced its 'Survival of the Fittest' same-city retail project, while Meituan set up a home delivery business group and a grocery shopping division, actively expanding beyond food delivery with the slogan 'Meituan Delivery, Fast Delivery of Everything.' Home delivery retail is a key focus for these giants, and this article explores their paths, gains, and losses in this sector.
张陈勇Is Same-City Retail Worth All the Fuss for Alibaba, Meituan, and JD.com?
Same-city retail is a tough nut to crack. If there is one hottest battlefield in 2020, Alibaba, Meituan, and JD.com would likely point to same-city retail. From a growth perspective, the traditional e-commerce markets of Alibaba and JD.com and the local life services markets of Ele.me and Meituan are seeing slowing growth, but offline retail is vast: in 2019, online retail accounted for only 24.7% of total retail sales of consumer goods. From a competitive perspective, same-city retail has another significance: the core food delivery businesses of Meituan and Ele.me are daily-frequency, while B2C e-commerce like JD.com and Tmall is mostly monthly-frequency. These two have occasional competition but find it hard to truly penetrate each other's core territory.
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