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 92 of 125
New Retail 'Reflection Wave' Sweeps: 'Model Not Yet Proven' Is a False Proposition
The article argues that the notion that 'new retail models have not yet been proven' is a false proposition, as new retail is not a fixed model but a rapidly evolving, diverse form of retail that is essential in the consumer sovereignty era. Despite setbacks and failures, new retail has driven innovation and growth in China's retail sector, and businesses should embrace it rather than dismiss it.
龙商网Undercover for 100 Days: No Social Interaction in Community Group Buying Groups
To directly experience community group buying products and services, several editors from Community Group Buying Watch went undercover in various community groups starting late last year, staying for over 100 days. They share their findings, including that community groups lack social interaction, and that group leaders are not loyal to any single company.
一号团长Hot at Retail, Booming Production and Sales: What Product Has Won the Attention of Hundreds of Millions-Level Distributors?
In recent years, the consumption of soda water has surged. Globally, European countries account for 54.1% of soda water production, while China only accounts for 7.2%, indicating huge growth potential. According to Nielsen, from 2017 to 2018, the soda water market grew by 36.9% in sales, far exceeding the overall beverage growth of 3.1%. The industry is still in a rapid growth phase, with the market expected to reach 20 billion yuan by 2020.
New DistributionHema's Model Loses Luster, New Retail Players Retreat
The new business path of 'fresh food retail + dining' is facing obstacles. Once aggressive new retail species have lost their glory in just one or two years. On April 16, Beijing Business Today learned that Xiaoxiang Fresh's stores in Changzhou and Wuxi are about to close. Since 2019, some new formats promoted by internet giants, such as fresh food + dining + instant delivery, have collectively stalled, either suspending operations for adjustment or encountering difficulties in opening new stores. Many giants' offline new retail attempts have paused before becoming well-known to the market.
王晓然 徐天悦Ten Years of Social E-commerce in China
In May 2014, JD.com listed on NASDAQ, and four months later, Alibaba rang the bell on the NYSE. Everyone believed the e-commerce landscape was settled, but no one foresaw the resilience of the crack opened by social media. This article chronicles the rise of grassroots entrepreneurs, the formation of a 'Revenge Alliance' against Alibaba, and the counterattacks of giants, highlighting the first decade of social e-commerce in China.
星星Metro's Retreat: A Successful German Story That Fails to Move the Chinese Market
This may be an anticipated farewell. With 95 stores in 59 cities, Metro's brand presence outside Beijing, Shanghai, and Guangzhou is weak. The news of its business sale in China, valued at $1.5-2 billion, marks a significant retreat from a market where it struggled to adapt to local consumer preferences and intense competition.
旅程、然同学Is It a Good Business for Auchan, Carrefour, etc. to Transform into Lessors?
Rent income seems much easier than the hard-earned money from operations. Auchan has gone the furthest in subleasing, taking 10,000-20,000 square meters per store, retaining part for its supermarket, and subleasing the rest, earning handsomely annually. Yonghui has followed closely in recent years, expanding its external rental areas to balance costs. Carrefour has intensified its efforts by allocating all in-store home appliance areas to Gome, making subleasing more prevalent. Whether new retail or traditional retail, everyone is seeking monetization paths. All investments are made in hopes of returns...
王国平Boundless Meituan: A Retail Dream That Keeps Hitting Walls
Meituan continues to explore the boundaries of its business, but the closure of Xiaoxiang Fresh proves that Meituan still has capability boundaries in certain areas. Core guide: 1. Why did Meituan close its stores in Changzhou and Wuxi? 2. Besides Xiaoxiang Fresh, what other attempts has Meituan made in new retail? 3. Will Meituan's new retail succeed? Recently, New Distribution learned that Meituan's new retail project Xiaoxiang Fresh has closed its stores in Changzhou and Wuxi, Jiangsu, which, together with recent large-scale closures by Hema Fresh, Super Species, and SF Preferred, makes one sigh at the fate of various new retail experiments.
新经销刘少德Understanding China's Opportunities Through Japan's Consumer Past and Future
This article explores the evolution of retail in Japan and China, highlighting how China's offline retail lags behind Japan by 20 years, and what Chinese retailers can learn from Japanese models like discount stores, convenience stores, and drugstores. It also discusses opportunities in lower-tier markets and the potential for channel brands.
张晓军2016-2018 Hypermarket Performance, Market Share, and Average Sales per Store Summary
Recently, Gaoxin Retail released its 2018 financial report, also disclosing market share and average sales per store (excluding tax) for major hypermarket brands including China Resources, Walmart, Yonghui, Carrefour, Bailian, and CP Lotus from 2016 to 2018.
新零售研究智库Reappearance of 'Big Store Bullying': State Cuts Taxes, Stores Demand Distributors Cut Prices!
With the reduction of VAT rates, supermarket suppliers are complaining. A regional KA channel manager at a well-known FMCG listed company received notices from multiple large supermarkets to lower supply prices by 3%, while retail prices remained unchanged, sparking controversy over who benefits from the tax cuts.
New DistributionBesides Hema and Tmall, Who Else? | Why Community Group Buying Is the Third Pole of Chinese Retail
The following is the speech content of Mr. Ren Xiaodong, partner of New Distribution, at the 5th FMCG + Internet Conference hosted by New Distribution, organized and released for readers. Everyone is certainly curious about community group buying, hearing about various financing news in this sector. According to statistics, about 3-5 billion yuan of capital flowed into this track in 2018. In terms of industry scale, GMV sales are close to 20 billion yuan, and it is estimated that the industry's total sales will reach over 50 billion yuan this year. In the past, we have been focusing on B2B e-commerce, and found that B2B will inevitably drive 2C when it reaches a certain level.
任小东SF Express's Dream of New Retail Shattered
The failure of SF Best is not an isolated case, offering a glimpse into the starting point and endgame of logistics companies venturing into new retail. Since the concept of new retail was introduced, various enterprises have begun attempts. As a leading logistics company, SF Express is no exception. Recently, media reported that SF Best, dubbed the 'project that cannot fail,' is closing stores on a large scale nationwide. Despite backing from SF Express, a large base of high-net-worth users, and an efficient logistics network, SF Best still cannot escape mass closures...
新经销刘少德Behind Alibaba's Joint 1 Billion Yuan Investment in Yike Convenience Stores: Is Convenience Store a Good Business in China?
The convenience store industry in China, which has struggled for over 20 years, is entering the darkness before dawn. Alibaba and Bailian Group recently invested 1 billion yuan to launch Yike Convenience, with its first store opening in Shanghai and plans for 500 stores this year. Yike focuses on a "convenience store + dining" concept, with dining areas taking up 60% of the store space.
石富元Giants 'Besiege' the Wet Market
The trivial task of buying groceries has caught the attention of tech giants. In mid-January, Meituan quietly launched an app called 'Meituan Maicai'; on March 28, Alibaba's Hema Fresh opened a 'wet market' in Shanghai named Hema Caishi; on March 30, at Alibaba's local life fresh produce partner conference, Ele.me and popular fresh e-commerce Dingdong Maicai reached a strategic cooperation and announced that their grocery business had expanded to 100 cities nationwide.
黎明As Delivery Fees Rise, Will Instant Noodles Win?
The battle between instant noodles and food delivery is undergoing a major shift. After years of decline, instant noodles are making a comeback, with industry giants like Master Kong and Uni-President reporting strong growth in 2018, while delivery platforms face rising costs and price increases. This analysis explores whether instant noodles are truly poised to win the market.
江瀚视野观察Dealers' New Business Model: Private Domain Traffic E-commerce
Dealers can leverage their existing resources to convert public traffic from three spaces into their own private domain traffic. The three spaces are offline, online, and social, each with distinct characteristics. By aggregating scattered traffic through promotions and building private traffic pools, dealers can enhance user engagement and drive e-commerce sales.
赵波Lian Jie, Founder of Dingdantu: Community Group Buying Model Established, How Should Manufacturers Fit In?
The following is the speech by Mr. Lian Jie of Dingdantu at the 5th FMCG + Internet Conference hosted by New Distribution, organized and released for readers. The conference theme defines community group buying as the 'third pole of retail.' In early 2018, Dingdantu was among the first to propose that community group buying would become the third basic shopping scenario after offline stores and online e-commerce platforms. From the supply side, it is the third pole of retail. Over the past year, the development of community group buying has basically validated our judgment. Today, the model of community group buying has basically been established...
连杰The Evolution of Japanese Consumer Society: A Glimpse into China's Next 20 Years
Japan's consumer retail industry, which originated from the US and achieved global leadership in convenience stores, offers valuable lessons for China. By studying Japan's historical shifts, we can anticipate China's future retail opportunities, particularly in lower-tier markets and new retail models.
Michael FangWhat's Wrong with Hema?
In March 2019, two speeches stirred the stagnant new retail sector, both centered on Hema, the most important benchmark case. One was Hema CEO Hou Yi's admission at a forum that the company's "pit-filling battle" had led peers into a trap; the other was Alibaba CEO Zhang Yong's internal message at a Hema management meeting: "Hema must sprint to survive, and run longer."
天行健Unmanned Convenience Stores Are Dead: After Burning 4 Billion, They Have Become Complete Sacrifices
History always repeats itself. When the capital winter arrived, unmanned retail quickly entered a deep freeze. Until today, no one talks about unmanned convenience stores anymore. This means it's time to learn the lessons from this 4 billion yuan money-burning war.
我是风清China Cannot Create a Second Costco
The closer one gets to social interaction, the further one moves from the membership model under Costco's paradigm. This is not necessarily a bad thing, but the overlap between social and consumption scenarios remains limited.
孙园Dong Xu, Brand Director of Shihuituan: Future Development Trends of Community Group Buying
The following is the speech delivered by Mr. Dong Xu, Brand Director of Shihuituan, at the 5th FMCG + Internet Conference hosted by New Distribution, organized and published for readers. The topic of this sharing is the future growth and development trends of community group buying as seen by Shihui. Shihuituan and Youhaodongxi are strategic development partners. Youhaodongxi's CEO, Chen Ying, volunteered in rural areas around the world while studying at a US business school, and after graduation, he remained rooted in rural areas, aspiring to bring fresh ingredients and fruits from origin to more urban families.
董旭Guo Junfeng, Founder of Commander Guo WeChat Business Consulting: Social E-commerce - A New Opportunity for Enterprise Innovation!
The following is the speech delivered by Mr. Guo Junfeng, founder of Commander Guo WeChat Business Consulting, at the 5th FMCG + Internet Conference hosted by New Distribution, organized and published for readers. Every change brings new opportunities. Since entering the WeChat business field in 2013, we have cooperated deeply with many enterprises, including listed companies, and have gained valuable experience. Whether it's WeChat business or social e-commerce, everyone may have their own understanding, but ultimately it's about selling products.
郭俊峰