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 91 of 125
Convenience Stores Surge: Top 100 Generate 226.4 Billion Yuan in Revenue, Operating 122,000 Stores...
On May 14, the 2019 China Convenience Store Development Report was released, showing that the convenience store sector reached a scale of 200 billion yuan, with over 120,000 stores and average daily sales per store of 5,300 yuan. In this sector, WeChat beats Alipay; the industry growth rate is as high as 19%, and capital has long coveted it. The report, jointly released by the China Chain Store & Franchise Association and KPMG Consulting, indicates that in 2018, China's convenience stores achieved sales of 226.4 billion yuan (based on the 2018 China Convenience Store Top 100 data), with an industry growth rate of 19%.
New DistributionCommunity Group Buying and Distributors: Tax and Financial Compliance Is No Small Matter!
On the evening of May 15, New Distribution's internal community organized an online sharing session titled 'Coping Strategies for Community Group Buying in a Compliance Environment.' We invited Li Xinhao, a partner of New Distribution Consulting and a tax and financial expert, to share insights in the community e-commerce CEO group, with simultaneous live streaming to other internal groups. The editor believes that in today's changing business environment, especially as the state increasingly emphasizes corporate and tax compliance, bosses who don't understand tax and finance may suffer significant losses. Particularly for individual bosses in the FMCG industry, who have often neglected tax and financial matters in the past, the editor suggests that the following content is worth careful study. As the sharing lasted one hour and the transcript exceeded 10,000 characters, we have organized it into three articles to be pushed this week. This is the first article, focusing on the impact of compliance environment changes on enterprises.
李新浩Convenience Store Alley Fight in Changsha
Unlike the top-down approach of Japanese convenience stores, regional convenience stores are essentially bottom-up. How does Xinjiayi, a convenience store chain deeply rooted in Changsha, remain standing?
房煜Winning Over Group Leaders Is Not the Way Forward for Community Group Buying!
Community group buying is essentially a wholesale-plus-retail model, where each group leader acts as a 'small shop owner.' Can group leaders be retained through persuasion? All community group buying platforms try hard to win over group leaders because user assets are in their hands. However, as buyers for community residents, group leaders focus more on providing quality products to their customers. This leads to two issues: if a group leader operates well, they negotiate with the platform; and as competitors enter and poach, loyalty drops. The real competition lies in product, service, and supply chain efficiency.
赵波Authoritative Release | 2018 China Chain Top 100 Released
The China Chain Store & Franchise Association's '2018 Industry Basic Situation and Chain Top 100 Survey' concluded, and the '2018 China Chain Top 100' list was released on May 9, 2019. In 2018, the top 100 chains achieved sales of 2.4 trillion yuan, up 7.7% year-on-year, accounting for 6.3% of total retail sales of consumer goods, up 0.3 percentage points from the previous year. The total number of stores reached 138,000, up 16.0% year-on-year. Excluding convenience store factors (including Suning Xiaodian), the growth rate was 9.1%.
CCFANo Price War! Uni-President Makes More Money in Mainland China
Uni-President Enterprises reported record first-quarter results, with revenue of NT$107.791 billion (approximately RMB 23.768 billion) and net profit after tax of NT$5.276 billion (approximately RMB 1.163 billion), up 99.85% quarter-on-quarter. Its mainland China business, Uni-President China Holdings, saw net profit surge 48% to RMB 380 million, driven by value marketing and healthy channel inventory management.
New DistributionRefusing Pinduoduo?!
As Taobao and Pinduoduo become embroiled in a 'choose one' battle, this may be the best opportunity for distributors. Pinduoduo's rapid rise offers FMCG brands and distributors a new channel to reach lower-tier markets, but traditional distributors face a choice between transformation and stagnation.
新经销刘少德Convenience Store Expansion Wave: Hot, But the Water Runs Deeper
Convenience stores are expanding rapidly in China, with major players like FamilyMart, Lawson, Alibaba, and JD.com all racing to open thousands of stores. However, this boom may be more hype than substance, as profitability remains elusive for many, and the industry faces challenges such as high costs and a lack of true innovation.
任慧媛Community Group Buying: Group Leaders Will Eventually Revolt
Community group buying platforms with large funding compete fiercely for group leaders on the front end while strengthening supply chains on the back end. Platforms without sufficient funds can only watch helplessly and quietly build their capabilities in their regions. How to win the group leader war? Platforms engage in empowerment battles to enhance their own group leaders' abilities and build defense systems, while also launching aggressive campaigns to poach group leaders from competitors.
任小东956 Stores Closed in Total! Yonghui, RT-Mart, Lianhua and Others Plan for 2019
In 2018, the retail industry maintained steady and rapid growth, with retail sales of entities above designated size, including supermarkets, specialty stores, and professional stores, increasing by 4.6% year-on-year. Among them, retail sales of supermarkets, convenience stores, and specialty stores above designated size grew by 6.8%, 11.5%, and 6.2% respectively, all higher than the average growth of physical retail. At the same time, online retail continued to grow rapidly on the basis of the previous year's high growth. In 2018, national online retail sales increased by 23.9% year-on-year, with physical goods online retail sales increasing by 25.4%.
New DistributionThe Renaissance of Instant Noodles?
After years of decline, instant noodles, once labeled as a symbol of 'consumption downgrade,' have regained growth momentum in China. The article explores how the industry recovered through product innovation and premiumization, and whether this trend is sustainable.
马霖Are the Store Closures of Hema and Similar New Retail Players Proof That New Retail Is Failing?
From 'running at full speed' to 'running to survive,' Hema Fresh, the model of new retail, is accelerating its pivot. On April 30, Hema Fresh announced it would officially close its Kunshan Xincheng Wuyue Plaza store on May 31, marking the first closure since its rapid nationwide expansion began in 2016. In response, Hema stated, 'In retail, nothing is 100% certain, especially as store scale grows; the good must get better, and the poor must be adjusted in a timely manner to maintain a healthy body.' Clearly, the first closed store in Kunshan is one of those 'poor stores needing timely adjustment.'
新经销刘少德Lai Yifen: A Mom-and-Pop Shop Trapped in the Free Shipping Zone
Three Squirrels, Bestore, and Baicaowei have risen from behind to secure their positions in the online traffic war, forming the 'BAT' of the snack industry, while Lai Yifen, the earliest entrant, has been left out. The main board's 'first snack stock' Lai Yifen (603777) is having an increasingly tough time.
有趣有料的Hou Yi's Personal Account: Reflections on Hema
Hema's new retail has been running for over three years, and today I share some insights. In the past year, many online articles claimed that Hou Yi led everyone into a pit, so my topic today is 'The Battle to Fill the Pit in 2019'. Last year, many startups tried new retail and then withdrew. Even a top physical retailer's Hema-like concept has fully exited Shanghai. Many internet and startup companies have tried various 'Hema-like' models, and basically all have left the market. Including...
侯毅The Next Decade of Retail: Earning Money by Lying on 'Data'
In 2016, Jack Ma's concept of 'New Retail' sparked a frenzy among internet platforms, manufacturers, and retailers, with unmanned retail and O2O becoming hot trends. Traditional retail experienced turbulence, and some companies like Meters/bonwe failed in their e-commerce transformation. The key to the future lies in understanding the essence of retail and leveraging data to transform traditional retail.
进击波编辑组Is New Retail Failing, or Is Your New Retail Failing?
As the typhoon passes, pigs that fell and broke their backs are everywhere. Since 2019, the biggest business story has been the failure of various 'New Retail' concepts. Alibaba's Hema is adjusting and filling pits; Sanjiang is divesting Hema, and Hema Xiaoma has fully ceased operations. 7FRESH, which claimed to open 1,000 stores in 3-5 years, has recently had its president reassigned and halted expansion. Meituan's Xiaoxiang Fresh is closing stores, and Yonghui's Super Species losses continue to widen. If even these 'new species' with internet giants as backers are struggling, the 'monsters' without support are left to face the market's 'golden cudgel'.
苗庆显Amidst the Melee of a Thousand Groups, the Matthew Effect Emerges: How Can Second- and Third-Tier Community Group Buying Enterprises Break Through?
Capital is aggressively entering the fray, with various players taking turns on stage, creating a lively scene. As for who will last until the end and finally see the clouds part, perhaps everyone has a different answer in mind! In the capital winter, community group buying is exceptionally hot. Nearly 5 billion yuan in funds, with internet giants like JD.com, Meituan, and Meicai entering the fray, and top-tier capital firms such as Sequoia, GGV, IDG, Hillhouse Capital, and Jinshajiang Venture Capital expressing their enthusiasm for this new retail format with real money. After more than half a year of explosive growth, there is no doubt that the overall competitive landscape has already taken shape...
刘少德Will Convenience Stores Completely Replace Mom-and-Pop Shops?
In everyone's memory, there may be a small shop at a street corner or alley near home, accompanying us as we grow up. But in recent years, these small shops have become fewer and less prosperous. Many chain convenience stores have appeared on the streets. According to the experience of developed countries, when per capita GDP exceeds $10,000, convenience stores begin to grow explosively. China has now reached this critical point, and convenience stores will radiate from large cities like Shanghai and Shenzhen to the whole country.
江瀚Master Kong: One Hand Holding a Sword, the Other a Scripture
After years of decline, the instant noodle industry has made a comeback, with Master Kong reporting a 5.73% year-on-year growth in 2018. The company's success is attributed to its dual strategy of aggressive market expansion and brand building, including partnerships with e-commerce platforms and space-themed educational campaigns.
袁来38 Retailers' 2018 Scorecards and 2019 Plans: Walmart, Yonghui Superstores, Carrefour, RT-Mart, Pinduoduo, Suning and More
According to the National Bureau of Statistics, the growth rate of total retail sales of consumer goods from 2016 to 2018 was 10.4%, 10.2%, and 9%, respectively, showing a year-on-year decline. In 2019, consumer market pressure is expected to persist, but the potential remains large. This article compiles the 2018 annual results and 2019 plans of 38 major retailers, including supermarkets, department stores, apparel, daily chemical, e-commerce, and other sectors.
中国零售网Insights from Beijing Market Research: Small Stores' Demand for B2B
Only by going deep into the front-line market and listening to the opinions and suggestions of front-line users can we truly understand user needs. Currently, there are 15 B2B platforms covering the Beijing market, with Zhongshang Huimin-Huipeitong having the highest share, followed by Lianshang Yougong and JD-Zhangguibao. Compared with 2017, 8 B2B platforms have closed down, while 7 new ones emerged in 2019, indicating that the FMCG B2B e-commerce industry is constantly seeing new platforms replace those that fail.
赵庆浩At the 10-Year Mark: A Middle-Aged Retailer Discusses the Past, Present, and Future of FMCG Retail
Having entered the industry in 2003, the author has worked in FMCG retail for 13 years, including 5 years in offline supermarkets and 8 years in e-commerce retail (including O2O). Reflecting on the past decade and looking ahead to the next, the author suddenly realizes that the present may be the starting point of a major transformation, and that 10 years from now, hypermarkets may be scarce or even extinct. The unexpected changes of the next decade are actually inevitable, and FMCG retailers will have many stories to tell in this transformation.
张陈勇Once Defiant Against Walmart, Forced Carrefour to Close Stores, Now Loses 2 Billion! Not Driven Crazy by Money, but Destroyed by Its Own People
Renrenle Supermarket, once a giant in China's chain supermarket industry, has suffered losses for five consecutive years totaling nearly 2 billion yuan, facing delisting risk again. Its failure is attributed to internal issues such as corruption, high turnover of core staff, and operational inefficiencies, rather than external competition.
DiikWorld's Second-Largest Retailer Set to Open in China Soon!
Costco, the world's second-largest retailer known for its low gross margins, membership model, and generous return policy, is finally entering mainland China with its first store in Shanghai's Minhang District, slated to open in summer 2019. The company has signed an agreement to establish its China headquarters in Pudong and will build a flagship membership warehouse store with partner Xinghe Holdings.
商仲永