The Ten Events In The Retail Industry May Determine The Future Of China'S Retail Chain.

According to the world clothing and shoe net, in 2017, new retail outlets, new technologies, new species, and new gameplay were emerging. Capital and new players poured into the retail industry. The retail industry showed no active atmosphere for many years.

At the end of the year, the special plan "100 retail 2017" has combed the ten major events in the retail industry. These events may affect or even determine the future of China's retail chain.

1, Ali, Tencent scramble to enter the line.

Event review: since Ma Yun detonated new retail, the media exploded new retail, Ali did not stop the offline retail layout.

Ali shares Sanjiang shopping, marriages Bai Lian Group, shares Xinhua capital, shares Gao Xin retail......

These operations are all about the determination and ambition of Ali online and offline convergence.

Of course, Tencent is also not to be outdone in the new retail layout. While inhaling 5% of Yonghui supermarket, it will increase capital for super species parent company "Yong Huiyun Chuang" and will gain 15% stake after the capital increase.

Subsequently, Tencent and

towards

The total investment is about $863 million, and Tencent and Jingdong will hold 7% and 5.5% of vip.com respectively.

The whole industry seems to be turning into a competition between the two giants of Tencent and Ali.

Zhou Yong commented: the vigorous development of life service websites has changed the buying behavior of consumers, and the rapid development of social networking platform has changed people's way of life.

The dispute between the electricity supplier and the shop operator has also been separated from the original two lines to the two line of the middle term, and finally the pattern of two line convergence has emerged gradually.

From the beginning of the 2013 Ali's stake in Yintai, the two line integration has developed from technology, business, payment and other fields to capital integration.

This is a development process from "user war", "payment war" to "positional warfare".

In fact, all these changes come from three aspects: one is the upgrading of consumer demand, the other is the pformation of retail technology. Three, the chain operation mode of China's large retail enterprises has come to an end. Three

The combination of these three elements created and promoted the emergence of new retail, pan retail and whole retail concept and practice mode.

In the process of evolution, there are three new trends in China's retail industry: first, from the perspective of demand upgrading, the physical stores explore the upgrading and upgrading of the retail industry, and the new generation of retail shops emerge in an endless stream; two is pure.

In the process of reflection, the enterprise stepped into the road of entrepreneurial entity retail, creating two entity retail entities, such as box and horse life, or pforming entity stores; three, cross-border cooperation has entered a new era.

But those companies that started purely by electricity providers actually did not intend to do physical retail, and they had deeper conspiracies and conspiracies.

2, hungry for Baidu takeaway?

Event review: in August 24th, starved formally announced the takeover of Baidu takeaway, the largest takeover in China's Internet takeaway.

After the completion of the takeover, Baidu takeaway became a wholly owned subsidiary of Baidu, and Baidu takeaway still develops independently with its brand and operation system.

It is worth noting that after the takeaway of Baidu was starved, the three giants of the takeaway industry lacked one, leaving only the "Ali Department" hungry and the "Tencent Department" of the US group taking away, which was actually a confrontation between Ali and Tencent.

Zhou Yong commented: once a takeaway, the instant noodles were dried up.

This shows that eating is upgrading.

The most varied and fiercely competitive catering business is neither eating nor eating, but eating.

The takeaway platform extends the traditional Chinese convenience store's "Chinese food" business to all places that provide catering services. In this area, the important thing is not "Whoever sells to whom and who will buy it". The vitality of takeaway does not lie in how much convenience it brings to the guests, but whether it improves the quality of eating in this society.

Warm food not only tastes better than instant noodles, but also looks safer.

If this is the case, one day, the takeaway will stop abruptly.

But this is a gradual process. It is extremely stupid to ask a takeaway platform to get a "physical store". For a smart Chinese, this regulation is "waste regulation", which has been "invalid" since the first day of promulgation.

As for Baidu, after making a SWOT analysis, it feels that the investment income of US $636 million is more valuable than Baidu takeaway, which is not only strategically appropriate, but also a good business.

Baidu is more focused on AI, and its main business, especially the loss business, will gradually be stripped.

When the two are competing, the fish will benefit.

Similar situations will occur in many commercial areas.

However, when appropriate, the Anti Monopoly Bureau of the Ministry of Commerce will carry out corresponding anti-monopoly hearings, investigation and review according to law, and take necessary measures to eliminate hazards.

3, no retail explosion red

Incident review: in July, Ali launched a cup of coffee at its Taobao Festival, which completely detonated the concept of unmanned retail.

Unmanned stores, unattended shelves and self-help selling machines, such as unmanned retail form have become the capital of the pursuit of the wind.

Players from all walks of life have entered the Bureau. At present, in addition to the Alibaba, Jingdong and other Internet giants, the colorful box, F5 future store, TakeGo, Moby, zero element and other entrepreneurial enterprises, and the traditional retail enterprises such as Wahaha, incredibly home, Tianhong and Yonghui supermarket have all entered the unmanned retail market.

Zhou Yong commented: no one retails, not only to cater for the convenience of consumption and fashion experience, but also to solve the puzzlement of "open shop and difficult to find". It is also an incubator base for technology to support future business. It is also an effective means to liberate retail productivity and treat commercial workers in a humane way.

The glass shop type unattended shop will eventually be eliminated. In the near future, in the same entity store, no one is on duty and someone is on duty. The two ways can be switched locally or completely.

At that time, the retail business was only on day shift, and there was no night shift.

Let retailers go home early for dinner, get together with their loved ones, and stop being "midnight couples", which is the ultimate goal of "no retailing".

4, SF, rookie data dispute

Event review: in the early morning of June 1st, SF suddenly announced the closure of the data interface for rookies.

The rookie said that the rookie had upgraded the logistics data of the whole network, but Shun Feng and Feng Chao refused to cooperate.

Subsequently, SF responded that the fact was not that the data interface was closed by SF, but that the rookie went off the line in June 1st.

Rookie targeted targeted Feng Feng nest, behind the essence is Ali on the basis of information security, called Shun Feng, Feng nest and so on to join Ali cloud.

After the incident, it led to the formation of the industry.

Jingdong, NetEase, Tencent cloud, and the United States mission, such as the strong SF, Tongda department after the collective silence, expressed support for rookie.

After a month, under the intervention of the State Post Office, the contention of SF's rookie data has been satisfactorily resolved.

Zhou Yong commented: on this incident, there is a saying on the Internet: "rookie is like building a temple, and Shun Feng and three links one is like the gods invited, so that consumers can burn incense to benefit.

This temple and God should not fight. We should build a big ecosystem at different levels and stages.

Ma Yun responded: "the cooperation between the two sides has been very good, and there is a little friction between them."

But in fact, there should be more grievances between them, which will lead to the outbreak of "excessive behavior".

When the State Post Office summoned the rookie network and SF EXPRESS executives to Beijing for consultations, there were reports: "the two sides said they would start from the height of politics and the overall situation, and actively seek the greatest common divisor to solve the problem, and jointly safeguard the market order and consumers' legitimate rights and interests".

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The incident implied six problems to the industry:

(1) the post office is a big abbot. He holds the power of killing and holding power in his hands.

(2) only when we rise to the height of "politics and the overall situation" can we stop.

(3) the operation of logistics big data needs to be standardized. To earn the right to speak, it can not rely on internal friction and mutual injury, nor can it harm consumers' rights and interests. In the future, such incidents should happen again, and should not be forced to "post office" again.

(4) China needs honest and trustworthy enterprises, and needs honest and trustworthy "information banks".

(5) the company that controls user data, especially the Internet Co, including all levels of government organs that control national information, must establish the iron rules and fences of "data rights" within the legal framework. The data that should not be excavated should not be excavated, the data that should not be operated should not be operated, the data that should not be upgraded should not be upgraded, and the data that should not be publicized should not be publicized, and the data that should not be displayed should not be displayed.

Do not abuse technical means, dig up the privacy of consumers like digging their ancestral graves.

(6) the practice of big companies to coercive small businesses is often used, but for a prestigious modern company, it is necessary to reduce such behavior as far as possible. The government should also have better legislation. Past chain enterprises often do this, but until now, it has gradually failed to do so.

5, Jingdong, Ali competing for layout B2B

Event review: in 2017, the wife and wife store became the most sought after product in the eyes of the Internet giant.

In April, Jingdong group CEO Liu Qiangdong announced that more than 100 000 Jingdong convenience stores will be opened in the country in the next five years, half of which are in the countryside.

In August 28th, Ali retail announced that the number of retail outlets covered by it exceeded 50, making it one of the largest number of shops in the fast moving B2B field.

It says that in the coming year, it will cover 100 retail outlets and launch the Tmall retail store.

This series of actions has led to the warming of the new retail market in the whole community.

Coupled with previous entry into the palm of the world, Chinese business Huimin and other start-up companies, in 2016, there are more than 70 fast B2B platforms.

Zhou Yong commented: from 2012 to 2016, the total retail sales of "above quota units", whose main business income was 5 million yuan or above, accounted for 2.43 percentage points of total retail sales, with an average annual decline of about 0.6 percentage points. Among them, the total number of retail sales decreased continuously in the last two years and 0.95 percentage points in 2016.

The proportion of retail sales realized by retail enterprises above designated size decreases continuously, indicating that small and medium-sized retail enterprises are growing faster and more dynamic than large retail enterprises.

Whether in cities or in rural areas, the share of small shops is half of the total.

Large chain enterprises look "very cattle", and their data are "in a mess".

In September 21, 1991, the opening of Lianhua Supermarket Quyang store opened a prelude to the pformation of China's retail chain.

15 after 2006, the sales growth of China's large chain enterprises dropped sharply, taking the annual growth rate of the chain's 100 strong enterprises announced by the China Chain Store Association as an example, from 42% in 2015 to 25% in 2006.

The growth and sales growth of chain 100 stores in the following ten years show the following three basic characteristics:

(1) there is a highly positive correlation between store growth and next year's sales.

For example, from 2007 to 2008, the growth rate of stores decreased from 10% to 10.6%, from 2008 to 2009, sales increased from 18.4% to 13.5%, the growth rate of 2009 stores rose to 18.9%, and 2010 sales increased to 21%.

(2) the overall growth rate of stores and sales growth showed a downward trend. By 2016, the growth rate of stores was only 5.9%, with an increase of only 3.5%.

(3) since 2010, the growth rate of stores has dropped to below 10% and has decreased year by year, and sales growth has dropped to below 5% annually.

From the perspective of social zero ratio, by 2014, the total retail sales of social consumer goods reached 26 trillion yuan, the total net zero reached 2 trillion and 800 billion yuan, and its social zero ratio broke through 10% for the first time, while the zero share of the top 100 chains dropped to 8%.

By 2016, the zero share of the top 100 chains dropped to 6.36%, while the proportion of electronic retail sales (total retail sales volume of physical commodities) increased to 12.62% in the same year.

The above data show that: it is natural for e-commerce enterprises to take a fancy to B2B business.

I thought 20 years ago that the key issue of China's circulation is in the countryside.

But the problem of circulation in rural areas depends on the "turning over" of farmers. If farmers' incomes and living standards fail to significantly improve, all efforts will eventually come to naught.

6, Wang Jianlin dumped assets

Event review: in July 19th, Wang Jianlin sold 13 Wanda Wen city to 43 billion 844 million yuan to China, and 77 hotel assets were pferred to Fuli real estate for 19 billion 204 million yuan.

Wanda reclaimed huge sums of money within a year, easily completed the pformation of light assets, and created 50 million square meters of soil reserves and reduced paction consideration by 20 billion yuan. Public opinion worried that its debt ratio and cash flow could be reduced by at least half.

It is a strategy and sometimes a "degree pass". If a company has to pfer the Pudong Lujiazui block when the economic crisis is coming, it must be done; sometimes it is "post subsidy", and it goes too fast, too fast and too hastily. Later, it finds that the field of occupation is not "occupied", and it will not be possible to establish a differential advantage if it is fought again, and it will take the initiative to give up. Such a thing will burst out in the next 3-5 years. This is a passive abandonment. Sometimes it is "attack". When a company is attacking again, it needs to have a low debt to asset ratio and light up to go to battle. "Spit out" is to better "eat in", and Li Jiacheng often adopts this strategy. Zhou Yong commented: vomiting or eating, all

Whether buying or selling a company as a profitable business or a business, the result will benefit the society to form a more professional division of labor, and make the company focus on the advantage area. The idea of the whole industrial chain is beautiful, but it is often a daydream.

China already has too many "big and all" small companies that will eventually be eliminated. China needs more "small and sophisticated" strong companies.

7, McDonald's China business changed its name and changed its name.

Event review: in January 9th, CITIC Group, CITIC Capital, Carlyle investment group and McDonald's jointly announced the strategic cooperation and set up a new company. The new company will acquire McDonald's business in mainland China and Hongkong, and become the main franchisee of McDonald's in the future in China and Hongkong.

In August 8th, McDonald's announced the formal completion of its strategic cooperation with CITIC, CITIC Capital and Carlyle investment group for McDonald's China business.

In October 12th, McDonald's quietly changed the name of the company from "McDonald's (China) Limited" to "golden arch (China) Limited".

Zhou Yong comments: it is very simple that the headquarters of the United States will not let the joint venture use the word "McDonald's" for three words.

Just as joining the headquarters will not let the franchisee use the brand name of the franchisee in the name of the franchisee.

For example, the Taiwan unification group is authorized to operate 7-11 convenience stores by the 7-11 headquarters area of the United States, but the name of the group does not contain the word "7-Eleven".

By the same token, in a franchised McDonald's restaurant, you will never be able to produce an invoice containing three words of McDonald's.

Because the company will not have "McDonald's" three words.

This is the legal issue of brand authorization and intellectual property protection in the process of franchising.

8, all kinds of retail "new species" to accelerate landing

Event review: in 2017, it was recognized as "the first year of retail sales". New retail models, new formats and new technologies continued to emerge.

The convenience of the star, Suning BIU store, Jane 24, the fruit box and other unattended shop formats emerge in an endless stream; Yonghui super species, Tianhong SP@CE, Xinhua all marine products fair, BBK fresh food romance, big rhyme delicious, Bailian RISO, Century Lianhua whale selection and other cross-border new species compete.

Online giants and entity retailers are exploring different models, and all kinds of new species are accelerating.

Zhou Yong comments: time and feeling are two basic dimensions for consumers to experience new retail.

According to these two dimensions, retail services can be divided into four basic types:

Type A: slow and happy.

Create quality with ingenuity, mold the brand with quality, abide by the promise of the brand, write mutual trust with promises, and feel joy with mutual trust.

Consumption has escalated, and the cost of consumption has also escalated. If the heart of consumers and operators can not calm down, it is impossible to achieve "slow and happy" realm.

Type B: slow and worried.

In today's era of accelerating pace of life, there are countless examples of slow and worrying service cases.

Because of slow and worry, it stems from the businessman's "standing wrong position", which can not keep pace with consumption, which requires "external force" to subvert.

We often say that we should not forget our original mind, but if we don't have a heart at first, then what should we do? Some enterprises have begun to grow up when they are young, but have lost their original minds. Some enterprises do not start their minds when they are young.

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Type C: fast and worried.

Since the high speed railway private cars, group buying online shopping cross border purchase, fast purchase fast delivery products, the general trend of consumer demand is "fast", but too fast, and even lose their way, then it must fall back to slow.

Type D: fast and happy.

This is a time to pursue pleasure. The fast and fast world is a wonderful world.

It is a process of involuntarily pushing forward by strength and inertia.

The fast business, fast communication, fast search and fast technology have brought us some quick, pleasant and joyful things.

In fact, the traditional craftsmen, the dexterous, quick and skillful craftsmanship, once made us happy.

In order to serve the hearts of the people, the retail industry is shuttling in the fast and slow changes of the vertical axis of time and plunge into the pformation of emotional experience, when it needs to be slow and when it needs to be fast.

9, the variation of hypermarket

Event review: at the end of August 2016, a discussion on hypermarkets was organized.

There are different opinions about whether big stores will be "killed" in the next few years.

Since mid March 2017, Lotte Mart has closed shop in China, and 87 of the 112 stores have closed down, while the remaining 12 stores are operating, but sales are reduced by more than 80%.

By May, Yi bought also announced the withdrawal of the whole line from the Chinese market.

However, the bee lotus flower East region has announced that it will turn around the deficit and become a profit. It has launched a new occupation goal to expand the business to the three or four tier cities in China.

WAL-MART hand in hand Jingdong, Ali shares in Gao Xin retail (big RH mart, Auchan), Tencent investment Yonghui, Metro deformation "retail + catering", will also test the water 3000 small shop shop.

On the other hand, in May 16th, WAL-MART announced that its official global flagship store of Sam member store was officially put in the Jingdong. Metro has also opened an official overseas flagship store in Tmall.

Where to go from home to abroad?

Zhou Yong commented: the hypermarket is a big business super businessman. Since the 90s of last century, the format of the hypermarket has been imported from the developed countries. It takes the advantages and advantages of "one-stop shopping" to lead the other retail formats. During this period, the time lag of opening up to the outside world by the local enterprises first developed rapidly, and then competed closely with the foreign capital stores.

But with the development of mobile Internet, "one-stop" is broken down by "fragmentation", and many domestic supermarkets still remain at the level of 10 years ago. Clothing, household appliances + groceries and fresh products also fail to adapt to the trend of consumption upgrading, coupled with the property "maturity crisis" and the reduction of consumption cards.

Chinese and foreign supermarkets have been challenged equally.

At present, many large stores are "alive" to live. They all know that they can not change, but they are worried that they will not be able to do so.

In the past, convenience stores were supported by hypermarkets, especially in hypermarkets today.

It is almost impossible for a large group to put all its eggs in one basket and to put it back to life.

The reason why some supermarkets are still moist is determined by the particularity of the retail area.

If you occupy the position, others will not be able to enter. Once the contract expires, good money will eventually expel bad money.

The hypermarket will continue for a long time, but there will be great changes in the development of location, business circle, site, area and other standards, as well as operation mode, commodity configuration, scene design and so on.

Becoming smaller, getting closer, changing freshness and changing is the basic trend.

10, shoes Wang Baili delisting

Incident review: in July 27th, a generation of "shoe king" BELLE officially delisted from Hongkong.

After completion of privatization, Gao Ling capital, one of Asia's largest asset management funds, sits on the new majority shareholder of BELLE international.

BELLE's popularity lies in its opening up.

The expansion of BELLE's international stores also foreshadowed the decline of single store output in the future.

In the Chinese market where electricity providers are rising and consumption trends are changing, BELLE is lagging behind in terms of product innovation, low market anticipation and slow pformation.

Zhou Yong commented: BELLE's market value has shrunk by more than 6 from the "shoe king" in 2013 to 2017, but the market value is still up to HK $about 50000000000 when the market is delisted. The founder and CEO sold 1/4 strong shares, which could even yield HK $10 billion.

Some people say that this is "Ma Yun forced to a desperate situation".

Choosing the right time to leave before the lollipop has been resolved is the best choice and the lucky choice.

There are many bosses who have been holding the "stick ice" that is constantly being resolved. They are working harder and harder. From zero to zero, it is better to leave only a useless "stick". That is tragic. This incident once again shows that: (1) no advance or retreat, even the most powerful empire, will be destroyed by a nail; (2) failure must be caused by itself, and success must be boosted by external environment.

Editor's note

Why is so lingering in 2017? That's the beginning of a new era. New retail sales were detonated by Ma Yun in 2017, and it was exploded by reporters and was imitated by colleagues.

How many changes have taken place since the beginning of this year, and 20 years later, there has been a trickle in this year.

On the last day of 2017, the last batch of post-90s was upgraded to "adult", and after 00, it was already on the stage.

Retail, the industry that is close to the people's mind, will still appear in China as a "big company", but the enterprises that are qualified to be a large retail company must first stand on "stand" and achieve their grand blueprint in a basic ethic.

More interesting reports, please pay attention to the world clothing shoes and hats net.