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 74 of 125
Community Group Buying Battle Looms: Alibaba Calculates, JD Transforms, Meituan Observes, Pinduoduo Acts, Didi Fights...
If community group buying was a trend in 2018, by 2020, after a round of market screening, it has become a trend. In 2018, community group buying emerged and immediately became popular, with 23 disclosed financings totaling over 4 billion yuan. By 2019, the track experienced a sharp cooling after the carnival, and the entire fresh food e-commerce track was in disarray. Then, catalyzed by the COVID-19 pandemic in 2020, community group buying revived, despite continuous pessimistic voices.
陈海超 何年Not Treating People as People, "Private Domain Traffic" Is Destined to Be a Self-Deceiving Illusion
Managing customers requires treating them as people, not as traffic. The concept of "private domain traffic" is a self-deceiving illusion that misinterprets customer management, as it is based on a platform-centric mindset rather than a customer-centric one.
响马老苗Why is Pinduoduo Entering Community Group Buying Now? An In-depth Analysis of Duoduo Maicai
Community group buying has attracted major e-commerce players. Pinduoduo has launched Duoduo Maicai to expand its user base, improve last-mile delivery, and tap into a market projected to reach 720 billion yuan in 2020. The article analyzes its model, strategies, and the future of the sector.
第三类人Riding the Waves on Stage, Honing Skills Behind the Scenes: Leading Companies Drive Premiumization of the Instant Noodle Market
In 2020, the instant food industry saw remarkable growth, with instant noodles standing out. In the first half of the year, China's instant noodle market grew 5.6% in volume and 11.5% in value year-on-year, driven by leading companies like Master Kong, which achieved record revenue and profit growth. The industry is undergoing premiumization, with digital strategies and brand building playing key roles.
New DistributionUnveiling Bianlifeng: Burning $1.5 Billion to Revolutionize 7-Elevens with Algorithms
“The long-term value of convenience stores lies in using algorithms to optimize and cover all operations.” In a recent live dialogue with Hillhouse Capital's Zhang Lei about long-term value, Bianlifeng founder Zhuang Chenchao said this. Zhuang, better known as the co-founder and CEO of Qunar, left after Ctrip's acquisition in 2015 and founded Bianlifeng in 2016. The brand has taken detours, such as failed shared bikes and unmanned shelves, but its convenience store project is thriving.
小锐锐一号Huang Zheng: We Were the Originator of Community Group Buying; Duoduo Maicai Is a Long-Term Business
On the afternoon of October 8, Pinduoduo held an internal celebration for its fifth anniversary. Chairman Huang Zheng delivered an internal speech, and CEO Chen Lei released an open letter to partners. Huang called on all staff to 'activate hardcore struggle mode,' emphasizing that Duoduo Maicai is a long-term business, not merely community group buying, despite its origins.
拼多多Pinduoduo and Meituan: An Inevitable Showdown
Fresh grocery shopping is just the first step. In April 2019, Meituan founder Wang Xing predicted a fascinating battle between Pinduoduo's Huang Zheng and Taobao/Tmall's Jiang Fan. A year and a half later, Pinduoduo is not only challenging Taobao/Tmall but also invading Meituan's territory. In late August 2020, Pinduoduo launched 'Duoduo Maicai' (Duoduo Grocery) in Wuhan and Nanchang, marking its first offline venture and intensifying competition in the community group-buying sector.
范东成Unveiling the First Hema X Membership Store: Beyond the 1499 Maotai, What Else Does It Have to Take on Costco?
Costco has 99 million members globally, Sam's Club has 3 million in China, but Hema X membership numbers will soon surpass its predecessors. Last August, Costco opened its first mainland China store in Shanghai, making 'warehouse membership supermarkets' a household term overnight with its 1499-yuan Feitian Maotai. As a Chinese disciple of Costco, Ye Guofu of Miniso once said it 'understands human nature and captures the essence of retail.' Countless media outlets and self-media have analyzed Costco from angles such as membership, supply chain, product selection, and pricing.
吴羚玮Time to 'Refresh' Frontline Sales Staff!
Before the holiday, I attended an O2O workshop organized by New Distribution's consulting team for a brand manufacturer, covering O2O knowledge, market insights, strategy deployment, and case studies. O2O is now a critical sales growth channel for every regional branch and local sales office, driven by the pandemic and changing consumer habits.
袁来A Chilly Mid-Autumn: Who Stole the Peak Season Gift Sales?
China's traditional culture, spanning thousands of years, has fostered a unique 'gift culture.' From festive visits to daily calls, carrying gifts is essential to complete social interactions. With economic growth, the demand for gifts has risen annually, and by 2019, the market scale exceeded 800 billion yuan. Gift boxes, with their exquisite packaging and quality, have become the mainstream choice. However, this year, due to the pandemic, the gift box market has seen a decline in both volume and price during the Mid-Autumn and National Day holidays.
陈峰Competing in Fresh Food, Meituan's Biggest Rival Might Be Pinduoduo
The fresh food e-commerce track is getting increasingly crowded. During the pandemic, it solved the pain point of people being unable to go out to buy groceries, making it a hot favorite among investment institutions, with large-scale financing rounds. In July, Miss Fresh announced the largest financing in the fresh food delivery industry—$495 million; in August, community e-commerce platform Shihui Tuan announced an $80 million C2 round; Yipin Fresh announced 2.5 billion yuan in financing; and Xingsheng Youxuan entered the IPO tutoring phase. Even giants couldn't resist joining. Recently, Meituan and Pinduoduo launched new platforms, with Meituan introducing 'Meituan Select' and Pinduoduo registering 'Duoduo Maicai', preparing to enter the community group buying segment.
财经新媒体Social E-commerce Is 'Unpopular,' So Why Are Alibaba and JD.com Still Entering?
There are no permanent platforms, only permanent traffic. As traditional e-commerce traffic peaks, social e-commerce, which harvests new traffic through social fission, has become a fast-running dark horse. Although its huge traffic appeal was once hailed as a trend, the shadow of pyramid schemes has made many consumers wary. Now, with giants like Alibaba and JD.com entering, the reputation of social e-commerce seems to be turning around, as seen in the recent revocation of a record fine against Huasheng Daily.
财经新媒体Small Store, Big Scene: How Does JD New Channel 'Play' with Closed-Scene Convenience Stores?
The diversification of consumer demand is driving the diversification of consumption scenarios and channels, making 'what you think is what you get' a rigid need for most consumers, especially young ones. So, how can traditional retail stores meet the ever-changing consumer demand more quickly? Recently, New Distribution visited a JD convenience store to see how JD is transforming and upgrading traditional retail stores.
New DistributionNo Matter How Popular Online, How High the Volume, Offline is the Main Battlefield for Internet-Famous Brands!
In recent years, the rise of the new consumption wave has made online platforms an incubator for new consumer brands, creating many bestsellers. New Distribution has interviewed and reported on dozens of innovative consumer brands, and through communication with founders, it was found that these brands, after achieving online popularity, encounter many challenges when entering offline channels.
道农Three Live-Streaming Worlds, Three Business Models
Live-streaming commerce, ignited by internet celebrities, has now diverged into two worlds and two types of live-streaming. A third type is emerging and may become the new mainstream. The first world is 'live-streaming influencers,' parasitic on major platforms. The second world, such as Yiwu's 'live-streaming villages,' receives little media attention. The third...
刘春雄Didi officially launches standalone app for 'Orange Heart优选', entering community group buying?
Didi has officially launched a standalone app for its community group buying project 'Orange Heart优选', marking its formal entry into the sector. The app, developed by Beijing Xiaoju Technology Co., Ltd., is currently available only in Chengdu, offering next-day pickup service and a wide range of products.
陈桥辉A Comprehensive Analysis of Shihuituan
Shihuituan is a community group buying startup focused on fresh produce, aiming to participate in all household daily purchases and supply. The company sees vast potential in the fresh food market due to high-frequency demand, pain points in lower-tier markets, and the efficiency of direct supply chains. With plans to expand to 3 million pickup points in three years, Shihuituan targets a trillion-yuan market, positioning itself as a leading fresh food distribution channel.
万德乾A Realistic Look at the Soy Milk Market
A journalist's investigation reveals that despite optimistic industry reports, the actual soy milk market in China is struggling, with low distribution and consumer acceptance, as many consumers prefer milk at similar prices. The article highlights challenges in consumer perception, usage occasions, and category value, suggesting that the industry needs long-term efforts to educate consumers and develop the market.
陈峰Internet Giants Accelerate Entry, Community Group Buying Ushers in a 'Resurrection Match'
This seemingly easy-to-copy game raises the question: what are the odds for internet giants? Core viewpoints: 1. The business model of community group buying appears easy to replicate, but players face significant challenges for sustainable development; 2. Internet giants must still follow the basic rules: managing platform-leader relationships and enhancing supply chain capabilities; 3. Platforms urgently need to prove their ability to scale profitably, with cost control being a key prerequisite. "Vi Ya, Li Jiaqi..."
曾乐Unpacking Pinduoduo's Ambition
As online retail growth hits a bottleneck, the fresh food e-commerce industry is breaking through traditional models with new formats like front warehouses, store-warehouse integration, community group buying, store-to-door delivery, and cold cabinet pickup, intensifying competition. According to iResearch's 2020 report, the market reached 279.62 billion yuan in 2019, up 36.7% year-on-year. In 2020, demand for fresh food delivery surged due to the pandemic, significantly boosting transaction volumes.
吉光先生City Manager's Playbook: Distribution and Sell-Through Strategies for Low-Frequency Daily Chemical Products in 6 Million Small Stores
After a day of visiting dozens of small stores under the scorching sun, Lao Wang and his team review their findings. Facing complaints about slow-moving shampoo and price inversion on laundry detergent, Lao Wang insists on changing distribution and sell-through strategies. The article analyzes the trends of small stores (convenience, platform, community) and provides targeted solutions for city managers to tackle the challenges of low-frequency daily chemical products.
许翔 Ryan XuCommunity Group Buying Revival: Meituan, Pinduoduo, and Didi Battle for 110 Days
This is the 110th day since Didi entered the community group buying battlefield, and with Meituan and Ele.me also joining the fray, Huang Zheng can no longer sit still. On September 10, in an office building in Nanchang, Jiangxi, the management of the 'Duoduo Maicai' project was uneasy, having been informed by Pinduoduo headquarters that their big boss, Huang Zheng, would visit Nanchang that afternoon. This marks the first time in Pinduoduo's five-year history, and less than a month after Duoduo Maicai's launch, that Huang Zheng has personally inspected grassroots operations.
周逸斐Internet Giants Battle in Fresh Food New Retail
2019 was a year overshadowed by gloom in fresh food new retail, with negative news such as store closures, warehouse shutdowns, layoffs, failed financing, and service suspensions. In 2020, the tide turned, and fresh food new retail became highly sought after again, with major platforms experiencing rapid growth and completing a new round of market expansion. Companies like Tongcheng Life, Xingsheng Youxuan, Miss Fresh, Shihuituan, and Yipin Fresh successively obtained financing.
卓文君The Two-Faced Yonghui
Behind the impressive financial report data, there are worrying crises hidden. In 'The Heaven Sword and Dragon Saber', Zhang Wuji's mother, Yin Susu, warned him before her death that 'the more beautiful a woman is, the more likely she is to deceive.' Of course, this is not absolute, but at least it is Yin Susu's own experience. Beautiful women easily evoke goodwill and lower one's guard, and for listed companies, beautiful financial reports also easily foster trust. However, many can see the surface but not the crisis hidden behind the 'beauty.' Not long ago, Yonghui Superstores released its first-half 2020 financial report, showing impressive core financial data. But some are pondering whether there are signs of crisis lurking behind it.
十三叔