A New Retail War Is About To Start.

The world's clothing shoes and hats, recently, won the Gao Xin's retail Ma Yun, fired the first shot to pform DHL, while Carrefour and Tencent and Yonghui signed a list of the potential investment intentions of Carrefour China.

It looks as if another war is about to start.

One

Take the big WAL-MART.

Ali is quietly changing the world.

Alibaba and Gao Xin retail reached a strategic cooperation, invested 22 billion 400 million Hong Kong dollars, directly occupied 36.16% of the shares.

China's commercial retail history has the largest scale, the largest coverage and the largest number of big upgrades.

Gao Xin retail is China's largest business super operator. It operates 446 hypermarkets in 29 provinces and cities in 2016, and its revenue exceeds 100 billion yuan in the past year. The market share has been the first in the domestic retail industry for many years.

It is the largest retail platform in the world. Tmall's double 11 global Carnival has just passed, and sales of 168 billion 200 million have broken the record, and the new retail power is remembered by the world.

China's largest super store group embraces the new retail business from the business mode and capital structure, and this cooperation involving tens of billions of funds will become the third revolution leading the world's super industry.

In 1916, the world's first supermarket was born, and the business super industry originated.

In 2002, WAL-MART reached the top 500 of fortune, and ten years of gold broke out in China's super industry.

Today, the world's retail industry is upgrading. This time, history is written by Chinese enterprises, followed by the world.

The cooperation between the two sides will focus on the reconstruction and upgrading of "people, goods and markets" with the core of big data and commercial Internet.

In other words, Gao Xin retail will take advantage of the digital ecosystem of Alibaba, integrate the online and offline applications in the national stores, such as online order processing and distribution, inventory management based on big data, personalized member management and category development.

This means that Gao Xin retail in 446 stores across 29 provinces and cities in the country, all of which will be matched with Ali's box horses, and 100 million people will live in the box area to enjoy the great convenience brought by the new retail business.

Box horse fresh is both a supermarket, a restaurant and a vegetable market, but such a description seems inaccurate. It is a new retail form that Alibaba completely rebuilt the supermarket, and it is also the best example of new retail.

It lets Ma Yun finish eating and packing, and the global retail giants group to steal the teacher.

Amazon wants to learn not to learn, and MUJI learns and doesn't learn. In this way, American netizens comment on box horse: "(because of box horse) China is already in 2030, and we live in 2017."

More voices will appear after today.

Imagine that the big supermarkets in the whole country can be consumed separately online or offline, and they can also realize the online smart shopping list. The heaviest one is to deliver 3 minutes within 30 minutes! These 100 million people are living in the future!

Alibaba CEO

"The achievement of this strategic cooperation means that the retail industry will realize the pition from the IT era to the DT era, which has a milestone significance in the history of global business."

Today, looking at the world, we are proud of what we have seen in China.

Prior to this, WAL-MART has joined hands with Jingdong and Alibaba to invest in Yonghui and Tencent to invest in Yonghui supermarket. Carrefour's hand in hand and Yonghui have also become a member of the offline layout of the Internet giant.

All wars, to the end, are the home of Tencent and Ali.

Two

Carrefour

"Carrefour has finally sold out!" the reaction in this market is unanimous.

According to Carrefour's announcement, in cooperation with Tencent and Yonghui supermarket, potential investment will utilize Carrefour's global retail knowledge, Tencent's technological superiority and Yonghui's business knowledge, especially its in-depth knowledge of fresh products.

5 years ago, the old lady Carrefour, who can not afford to be tall, has finally come to the bottom.

And Tencent's traffic, Yonghui supermarket's fresh market, or will give her a way to live.

Everyone said, "Alibaba is the most powerful husband in the field. With the big fat run, there are more than 600 stores in the retail camp of Ali.

Alibaba helps you upgrade your Internet business, and definitely leave WAL-MART. "

However, the old girl left a silk ball and turned two times on Ali's head to the head of the Yonghui supermarket.

Carrefour, of course, is not Yonghui, it is Tencent.

This is learned from vip.com.

Vip.com and Jingdong have been seeing each other for more than a year.

Liu Qiangdong couldn't wait for Ma Huateng to back up, and vip.com joined the dinner with shame. The picture, which was called "anti Ali alliance", was sent to Carrefour's eyes.

In April 2015, Carrefour launched a preliminary cooperation with Tencent, popularizing mobile payment technology under its branch stores in China.

This simple cooperation became the reason for Carrefour's embrace of Tencent.

This time, Tencent will further promote WeChat, WeChat payment, cloud computing and other services in the Carrefour ecosystem, and develop complementary retail services on its own social platform.

There are endless streams of traffic.

But Ali is different.

Ali has acquired 367 stores in Da Yun FA, and the first batch of Tmall red goods has also entered the 167 stores in East China.

In terms of the number of stores, Carrefour of 269 stores has been thrown away by 100. In the long run, Da Yun FA has made the best use of the resources of Ali.

"If you give me the same or even less you give to others, then I will not do it."

Carrefour turned to Tencent.

Three

Carrefour

When the whole world thought she wanted to run to Ali, choosing Tencent was the last pride of Carrefour.

5 years ago, Carrefour looked at it and no one in the market could afford to buy its own business.

In 2012, WeChat has just started, and there is no even traffic flow. Taobao and Tmall double 11 total sales on that day only 19 billion 100 million.

Carrefour, the lean camel is bigger than the horse.

In the first three quarters of the year, the performance in the first half of 2012 was $48 billion 500 million, due to the decline in global performance and global closure.

At that time Carrefour had already begun to plan to sell, but because of good profitability, shareholders did not want to give up.

On the other hand, no one can afford to buy Europe's first and second of the world's Carrefour.

After that, the market is not the market. Tencent and Ali have become kings. Carrefour is already old and yellow, walking on the edge of being abandoned by the times.

In 2017, Tmall's "double eleven" global Carnival amounted to $168 billion 200 million a day, a month's sales in Carrefour's global market.

Tencent has more than 900 million WeChat users, which is the expected flow of large supermarkets under many lines.

Carrefour did not disclose the funding for the cooperation. In fact, in a declining market, Carrefour is worth less than in previous years.

Carrefour lost 1 billion 31 million euros in 2016, down 7.4%.

In addition, the brand of Carrefour is greatly reduced.

Staff slack, high product prices, rigid relationship with suppliers, insufficient supply.

These can not be negative on the world's well-known suppliers. Carrefour has it all.

After so many years of failure to win the market, my own price dropped.

Four

Carrefour, too slow and thrown away

The decline of prosperity is the fate of which industry can not escape.

As a matter of fact, not until 2009 did stores sell their stores crazily.

However, the prime period is like ripe fruit, which looks beautiful, and is already eroding in nature.

Since 2010, the word "growth rate is the lowest in history" has been frequently seen in the statistics and analysis of major reports, and the golden age of China's physical retail industry has gone forever.

Carrefour, after enjoying the growth bonus in China, has inevitably been in the doldrums with the trend. Worse still, Carrefour is slowing down.

In a team that has been thrown away by the times, we can quickly change our team to keep pace with the times.

Carrefour knows that he wants to change his team, but he can't run fast.

Under the attack of the electricity supplier, the Maori high and small quality boutiques and convenience stores have become the new favorites of the market.

Carrefour caters to the market trend and goes online with "Carrefour Easy".

However, since the first shop opened in 2014, Carrefour Easy has only 30 stores.

And the goal of Ali is to open 10000 Tmall stores in the year. Jingdong announced that in the next 5 years, 100 000 Jingdong convenience stores will be set up throughout the country.

In terms of electricity providers, it began trial operation in Shanghai in June 2015 and has only covered 18 cities.

The fastest delivery in Beijing is the next day, and a very small number of Shanghai can enjoy 3 hours of rapid delivery service.

Moreover, users need to buy 129 yuan to enjoy the package, compared with the 88 yuan package of Tmall supermarket and the 99 yuan package Jingdong supermarket, the time price has already been lost.

At the same time, Yonghui supermarket, with fresh differentiation as its entry point, has already killed a new road.

In 2016, when Carrefour's net profit fell, Yonghui's net profit was 1 billion 242 million yuan, up 105.18% over the same period last year.

"We must recognize our crisis," as far as I know, I was the first attempt to pform the retail industry, but until today it is still not very successful.

Online this open market environment, only the first or second, there is no third fourth, late to be beaten, our sense of crisis must be sufficient, starting from the source of the supply chain, this is the source of our physical retail industry.

Das, as the performance king of China's comprehensive hypermarket, has formally completed the stock settlement with Alibaba.

In December 2017, WAL-MART announced that the word "stores" in the English legal title of the company would be removed and shortened to Walmart Inc..

This is the first time WAL-MART has changed its name in 30 years.

WAL-MART's renaming this time highlights the importance of e-commerce, which means that WAL-MART is no longer just a store, but also an all-around retailer.

However, in November 2017, Carrefour released a new slogan: "there is a kind of trust called Carrefour".

To this end, Carrefour hired Hollywood director to take a series of promotional videos to interpret the slogan.

Carrefour seems to have overlooked its own degradation not just from the decline in quality.

The slogan of new retailing has been shouting for several years. Carrefour has been thrown away by the big pformation force in its wandering, and no longer can locate its position.

This time, it is probably a way out to catch the Tencent and help the straws.

But in the end, I can not return to the status of the former king.

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