Jiang Ruxiang: The Intermediary Function Of Retail Trade Will Be Eliminated.

It is not alarmist. In the next three to five years, the retail industry will suffer.

The first generation of shopping malls is called Township farms, but gradually the platform space revolutionize the vertical space, and the department stores appear, which effectively utilizes space and saves time.

The emergence of shopping centers actually satisfies the time cost.

The above features are that the value of space is becoming more and more expensive. The price of a Starbucks is 60% of the rental cost.

The closer the consumer is, the higher the rental value. The rise of Wanda and other comprehensive uses is the shortest time cost for consumers.

The emergence of the electricity supplier must not be regarded as a technological change. The emergence of the electricity supplier first eliminates the value of space and evolves into a kind of time contact, which means that the retail intermediary has disappeared as an information function, but the service function has not yet been eliminated.

The electricity supplier can not be popularized at present. This is a technical problem and a time course, but this is a general trend.

Retail competitiveness is mainly due to the advantages of "three big mountains", land rent, advertising fees and channels.

The typical "rogue" among them is BELLE, Mengniu and melatonin.

But today, these advantages of retail will no longer exist.

The emergence of Taobao Tmall is based on the fact that exports are frustrated and the supply chain is surplus.

Why clothing is most unsuitable for electric products has become the largest category, such as clothing, home.

Now some clothing is really sky high, and the electricity supplier is the first to shoot the products of profiteering.

Why is it that the economy is not the most developed?

Instead, it became the most developed region? Why is the growth of the three or four tier cities higher than that of the second tier? The emergence of the electricity providers is to clear up these irrationality.

A commodity from factory to retail, the middle margin is higher and better? For retailers, because rents, manpower and so on, of course, the higher the electricity, but the electricity supplier has consumed this intermediate link.

Therefore, intermediaries will be eliminated, services will be eternal, and all information asymmetry should be free.

The possibility of success is zero. If the members are made into electricity suppliers, then Suning Guo Mei will be successful.

All efforts to promote a rational market ecosystem may not succeed, but the anti human anti science will never succeed.

The Internet is a pre-sale system, not a spot system.

Liu Qiangdong's system is doomed to fail. We usually have a TV before buying TV. What we need is more powerful TV rather than faster delivery.

The traditional channels will be terminated in the future, but

Itself has not been terminated.

There will be winners in the retail industry. In the future, we should not place the shopping mall on the sales platform, make the customers better group, make more consumer activities base, and sell a large number of products to build an ecosystem.