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 95 of 125
Community Group Buying Raises 4.5 Billion in 4 Months... The Second Half of the 'Hundred Regiments War' Begins! Is It a Dish for the FMCG Industry?
Around 2011, internet group buying emerged, attracting over a thousand group buying websites, historically known as the 'Hundred Regiments War' or 'Thousand Regiments War'. It ended with most platforms exiting or going bankrupt. This year, the 'Hundred Regiments War' seems to have a second spring as community group buying suddenly becomes popular, with countless merchants eager to gain a share through social e-commerce in the terminal living scenario of communities. What is community group buying? The current mainstream model is: based on real residential communities in second- and third-tier cities, establish WeChat groups online, recruit community moms, convenience store managers, and courier station heads as group leaders, and publish product pre-sale and group buying information in the WeChat groups. After users place orders, goods are delivered to the community, and users pick them up at offline pickup points to complete the transaction. Platforms provide brand, technology, supply, logistics, and after-sales support.
New Distribution2019, the Douyin Operation Guide You Need as a Brand
Every day, over 150 million people browse Douyin, with monthly active users exceeding 300 million and daily video views surpassing 10 billion. Douyin users spend an average of over 80 minutes per day on the app, launching it about 6 times daily, making short videos a new communication channel after Weibo and WeChat. Data source: Haima Big Data. Unlike WeChat and Weibo, Douyin feels warmer, allowing us to feel the emotions of performers through lively videos, whether resonating, captivating, or making us laugh.
新经销JackIs New Retail Failing? | In-depth
Yonghui Superstores is divesting its loss-making new retail segment, while Hema Fresh is slowing its expansion, and traditional supermarkets are showing signs of recovery. Is returning to offline operations the way forward? How will new retail develop?
无冕财经团队10,000 Stores! Three Squirrels Founder Zhang Liaoyuan's Offline New Retail Practice | In-depth
On December 9, the 10th B-end E-commerce Study Tour organized by New Distribution visited the headquarters of Three Squirrels to observe its strategic layout and gameplay in the new retail era—Squirrel Small Stores. As a new retail venture, the "franchise" snack store model differs from traditional franchising. At the event, Three Squirrels' first employee and Chief CBO (Brand Officer) "Shu Xiaofeng" detailed the differences between the "alliance" model and traditional franchising, and expressed the mission of Squirrel Small Stores: "Make it easy to open snack stores worldwide." The goal is to open 10,000 stores.
袁来Convenience Store Count Exceeds 100,000, with Imbalanced Development Between North and South
Convenience stores, with their 24-hour service, are a popular choice for nighttime shopping, but issues like insufficient numbers and poor layout hinder their ability to meet consumer needs. The industry is growing rapidly, yet there is a notable imbalance between northern and southern cities, with southern cities like Shanghai and Guangzhou having much higher store saturation than northern cities like Beijing and Tianjin.
王 珂 罗珊珊Heavyweight: 2019 China FMCG B2B Industry Forecast
Reviewing 2018, it was destined to be an extraordinary year for the FMCG B2B industry. Looking ahead to 2019, the industry will see reduced financing, accelerated full-industry-chain penetration, clearer B2B2C trends, and intensified industry consolidation.
新经销刘少德Deep Dive | Why China Will Never Produce a Costco or Walmart in 100 Years, Only 'Small Food Supermarkets' Will Rise
This article analyzes the future of China's supermarket industry over the next decade, arguing that the key opportunity lies in small food supermarkets. It draws parallels with Japan's demographic trends and retail evolution to predict that comprehensive supermarkets will decline in China, while small-format food stores will flourish.
东吴大将司马懿In-Depth: From Alibaba's Heavy Investment in Ubox, Why Tencent Lost the Battle for the 'Water, Electricity, and Coal' of New Retail
After the unmanned retail trend faded, Ubox accepted Alibaba's olive branch. With a massive 1.2 billion yuan investment, Alibaba injected a strong boost into Ubox. This article explores why Ubox partnered with Alibaba, the current state of the unmanned retail industry, and who will prevail in the underlying infrastructure competition between Alibaba and Tencent.
新经销刘少德China's Condiment Industry Total Revenue Expected to Exceed 400 Billion Yuan in Three Years | Industry
In 2010, the annual revenue of China's condiment industry was only 150.6 billion yuan, but by 2017, it had reached 332.21 billion yuan, a 2.2-fold increase in just a few years. This growth data, along with the increase in catering industry revenue, shows that the condiment market is a visible, continuously growing market. As the most traditional FMCG industry, the condiment sector has been slow to embrace e-commerce, with Kantar China data showing that online shopping accounts for less than 5% of condiment purchases in any province, city, or district.
New DistributionIs Pinduoduo Really Just a Platform for Selling Cheap Goods?
This article argues that Pinduoduo is not merely a platform for selling cheap goods, but a supply-side optimization platform that connects urban and rural demand and production capacity. It emphasizes the importance of understanding the true nature of demand in China's complex market, where a large population seeks affordable products, and highlights Pinduoduo's role in enabling factories and small producers to reach consumers directly, thus improving efficiency and reducing costs.
沈帅波Interview with Koala Selection Founder Tang Guangliang: 90% of Community Group Buying Will Be Eliminated in 2019
Koala Selection founder Tang Guangliang recently gave an interview to MingTang New Business Media, sharing his insights on community group buying and his company's development strategy. He believes the current chaos in community group buying is just beginning, with 90% of companies expected to be eliminated by 2019, leaving only Koala Selection and Xingsheng Youxuan to compete in Changsha.
模式达人Germany's Largest Supermarket Revenue Plunges 430 Billion Yuan! After 23 Years of 'Turning Away Customers', It Finally Caves!
The golden era of foreign supermarkets in China has ended. After Walmart's store closures and Carrefour's partnerships, Germany's Metro, once the world's third-largest retail chain, is now seeking local partners or a potential sale, with Fosun International and Alibaba rumored as interested buyers. After 23 years in China with only 92 stores, Metro's revenue has dropped by two-thirds from its peak, and its market position is under threat.
金错刀Heavyweight: 2018 China Community Group Buying Platform Inventory!
As the capital winter arrives, community group buying has become the last straw everyone is grasping for in 2018, with over 2 billion yuan pouring in within 50 days. This article categorizes the types of participants in the industry, their geographic distribution, and the development status of various platforms, based on a survey of 50+ platforms by New Distribution.
新经销刘少德When Will Supermarket Entry Fees, Barcode Fees, and Other Channel Costs Be Abolished?
Since 1996, China has entered a buyer's market, where retailers have gained prominence and formed unequal supplier-retailer relationships, with high entry fees and delayed payments burdening suppliers. The practice originated with Carrefour in the 1990s, and despite regulations, it persists, prompting questions about whether such fees should be abolished.
New DistributionIn-Depth: Hema, Doesn't Understand New Retail!
This article traces the evolution of China's new retail landscape, contrasting Hema's heavy-asset store model with Miss Fresh's light-asset front-warehouse strategy, and argues that Hema's approach may be misaligned with the market's direction.
狐狸安Vitasoy International: Backed by Mainland China, Selling HK$6.5 Billion in Soy Milk Annually, Capacity Constraints to Slow Growth
Vitasoy's soy milk, a household name in Hong Kong, has quietly entered key accounts, large supermarkets, and even convenience stores in mainland China, occupying prime shelf space. Mainland China is now Vitasoy International's largest and most important market, contributing over 60% of annual revenue. After selling its North American tofu business and establishing a soy milk joint venture in the Philippines, the company is focusing on mainland China with a 'broader and deeper' strategy. However, with mainland revenue growing over 30% annually, capacity expansion may lag, and the company expects growth to slow slightly.
陈晓京FamilyMart Enters FMCG B2B, Competing with JD and Alibaba for Millions of Small Stores?
As one of the representative foreign convenience store chains, FamilyMart has always been a benchmark for domestic convenience store brands. Now, FamilyMart has officially opened its B2B business to the public. Will this trigger a wave of domestic convenience store enterprises opening B2B businesses? Key points: 1. Why is FamilyMart opening its supply chain to traditional mom-and-pop stores? 2. Why are chain retail enterprises so keen on B2B? 3. Will full industry chain penetration become the standard for FMCG distribution enterprises? Competition among B2B platforms is no longer just between national and regional platforms...
新经销刘少德At the 10-Year Mark: A Mid-Career 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 10 years and looking ahead to the next 10, the author suggests that the current moment may be the starting point of a major transformation, where hypermarkets might become scarce or even disappear in a decade, and the unexpected changes will seem inevitable in hindsight.
张陈勇Is Community Group Buying a Good Business?
Community group buying has attracted significant capital and entrepreneurs due to its low fulfillment costs and high replicability, but it faces challenges in category expansion, competitiveness, and social trust. Its opportunities lie in non-standard products, lower-tier markets, and supply chain integration, particularly through convenience store partnerships.
孙园Bestore Dianjia: Full-Chain Service Products Open Up
On November 28, at the 2018 Brand Partner Conference themed 'Smart Retail, Linking the Future', Bestore Dianjia, under Best Group, announced its strategy to open up full-chain service products, leveraging digitalization, AI algorithms, and solutions to collaborate with brand enterprises in supply chain coordination and IT sharing services.
New DistributionDon't Underestimate Community E-commerce: Big Internet Platforms Often Start with 'Underestimation'
Community e-commerce, a form of R2C (Retailer to Consumer), is emerging as a major opportunity, despite initial skepticism due to its low-end and chaotic nature. It leverages strong social ties and high stickiness, and platforms that organize scattered small stores can become giants, especially those with supply chain advantages.
刘春雄JD.com Enters Community Group Buying with Youjia Puzi, Targeting Lower-Tier Cities
JD.com has launched a mini-program called Youjia Puzi, signaling its entry into community group buying. The platform, operated by a JD subsidiary, focuses on second- and third-tier cities, leveraging its supply chain and existing store owners as group leaders.
詹妮妮From Products to Scenarios: What Do Three Squirrels, Master Gao, and Kaola Select Have in Common?
Today, Alibaba Group CEO Daniel Zhang announced an organizational upgrade, upgrading Tmall Supermarket to 'Big Tmall' to drive brand digital transformation and new retail. New Distribution believes this reflects a deeper shift from products to consumption scenarios, as exemplified by Three Squirrels' offline stores, Master Gao's craft beer, and community group buying platforms like Kaola Select.
New DistributionFrom Supply and Marketing Cooperatives to Unmanned Supermarkets: 40 Years of China's Retail Industry in Photos
From ration coupons and supply and marketing cooperatives to facial recognition, mobile payment, and VR shopping, the development of China's retail industry over the past 40 years of reform and opening-up has witnessed how ever-upgrading consumption trends have shaped the vitality of China's economy. China's retail sector is transforming from a 'follower' to a 'leader'.
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