現(xiàn)在說任何一個零售企業(yè)是“贏家”,或許都不合時宜。畢竟,居家隔離和社交疏離的措施已使美國成千上萬家店鋪關(guān)閉,并且在可預見的未來還會影響消費者的支出。
但在這段混亂時期中,也有少數(shù)幾家連鎖零售商的經(jīng)營狀況相對良好?,F(xiàn)在以及疫情結(jié)束后的日子,零售企業(yè)將如何在行業(yè)中占據(jù)優(yōu)勢?我們可以從這些零售商身上找到線索。
今年3月,美國民眾開始囤積生活必需品,沃爾瑪公布的當月美國銷售額增長了20%。另外根據(jù)數(shù)據(jù)跟蹤平臺App Annie統(tǒng)計,沃爾瑪網(wǎng)店應用程序的月下載量增加了190%。耐克公司的健身應用程序幫助居家隔離者繼續(xù)健身,因此避免了中國業(yè)務陷入停滯。露露檸檬甚至有多家北美門店已經(jīng)恢復營業(yè)。這些門店不僅可以服務到店購物的客戶,還能利用店內(nèi)庫存更快地完成網(wǎng)購訂單。
這些公司的例子證明了充分整合門店與購物技術(shù),對于大型零售商健康發(fā)展的重要性。咨詢公司Gartner的高級研究總監(jiān)金伯利·貝克爾表示:“有些零售商在這方面已經(jīng)做得相當成功,它們將更快恢復元氣?!蔽磥恚词官徫镎叩綄嶓w店消費,他們也不太可能停留太長時間,因此,只有精通技術(shù)的連鎖零售商才能存活下來。
3月,美國居民涌入各大賣場,作為生活必需品的廁紙和酵母等被搶購一空。當時大賣場零售商們證明了自己的魄力,但漫長的送貨時間也讓許多網(wǎng)購用戶備受打擊。然而,塔吉特和沃爾瑪通過其應用程序為顧客提供開車自提服務,取得了成功(這兩家連鎖超市現(xiàn)已開始限制門店內(nèi)購物人數(shù),因此開車自提就變得更加重要)。
更多的電商庫存,確實幫助零售商們避免了缺貨現(xiàn)象。塔吉特首席運營官約翰·馬利根告訴《財富》雜志:“我們把實體店作為本地訂單履行中心,所以能夠處理像節(jié)日季期間一樣的大量網(wǎng)購訂單?!?/p>
疫情危機使得消費者購物習慣發(fā)生改變,也促使零售商在選擇商品時采取“少即是多”的原則。為了填滿貨架,零售商一直與供貨商合作,限制各類商品的尺寸、顏色和口味變化,重點提供需求最高的商品。例如,聯(lián)合利華在上個月表示,為了加快生產(chǎn)和配送,公司將主要提供大號商品,比如30盎司一瓶的Hellmann’s蛋黃醬。
沃爾瑪?shù)攘闶凵桃约翱肆_格等超市巨頭也一直在朝這個方向轉(zhuǎn)變,把更多的貨架空間用于擺放暢銷商品,而不是同一種洗滌劑的50種不同款式。CB Insights的首席消費者與零售分析師勞拉·肯尼迪說:“有些商品推出了不同顏色或口味,但對于零售商的銷售沒有太大貢獻,因此他們一直在逐步減少銷售這類商品?!比绻阆氤缘揭患夜咀顣充N的7種夾心餅干,你只能從網(wǎng)店里購買。
技術(shù)的應用能真正幫助零售商從中獲得更多收入。露露檸檬投入巨資開發(fā)的射頻識別(RFID)技術(shù),使其可以實時了解每一件衛(wèi)衣或運動內(nèi)衣在配送中心還是在門店內(nèi)銷售。該技術(shù)提高了公司通過實體店履行網(wǎng)上訂單的效率。如今電商成為該公司唯一的收入來源。零售技術(shù)公司Aptos的創(chuàng)新副總裁尼基·貝爾德表示:“零售商之間現(xiàn)在要比的是,實體店庫存能帶來多少收入。”
門店準確跟蹤庫存狀況還可以為客戶提供幫助:最好的應用程序能告訴購物者不同門店的庫存情況和在門店中的具體位置,這對于不想在門店停留的購物者來說是很有吸引力的功能。(沃爾瑪和塔吉特在這方面也取得了很大的進步。)
零售商在技術(shù)方面的成功,不止于物流和效率方面:他們能夠維持客戶對品牌的興趣。耐克在中國有7,000家零售店。在大部分門店關(guān)閉之后,耐克開始免費提供其健身應用程序“耐克健身俱樂部”的高級版。該程序無縫整合了耐克的電子商務。在中國封城的6周時間內(nèi),隨著該應用程序使用量的迅速增加,耐克在中國的數(shù)字銷售額增長了30%,門店恢復營業(yè)后業(yè)務量也迅速反彈?,F(xiàn)在耐克也在北美采取了同樣的做法。耐克的消費者和市場部總裁海蒂·奧尼爾表示:“我們知道消費者此時需要保持身心健康。”
但即便疫情結(jié)束之后,也沒有人認為,消費者會很快像以前一樣在實體店內(nèi)悠閑地購物。耐克對實體店進行了升級改造,包括增加了自助結(jié)賬系統(tǒng)和無接觸支付系統(tǒng),在疫情爆發(fā)之前,這些似乎都是“無關(guān)緊要的”功能;但未來門店恢復營業(yè)之后,這些功能將成為標配。奧尼爾說道:“你所做的投資,等到消費者恢復正常購物之后會顯得更有意義?!??(財富中文網(wǎng))
本文另一版本登載于《財富》雜志2020年5月刊,標題為《舒緩新焦慮的下一代應用程序》。
譯者:Biz
現(xiàn)在說任何一個零售企業(yè)是“贏家”,或許都不合時宜。畢竟,居家隔離和社交疏離的措施已使美國成千上萬家店鋪關(guān)閉,并且在可預見的未來還會影響消費者的支出。
但在這段混亂時期中,也有少數(shù)幾家連鎖零售商的經(jīng)營狀況相對良好。現(xiàn)在以及疫情結(jié)束后的日子,零售企業(yè)將如何在行業(yè)中占據(jù)優(yōu)勢?我們可以從這些零售商身上找到線索。
今年3月,美國民眾開始囤積生活必需品,沃爾瑪公布的當月美國銷售額增長了20%。另外根據(jù)數(shù)據(jù)跟蹤平臺App Annie統(tǒng)計,沃爾瑪網(wǎng)店應用程序的月下載量增加了190%。耐克公司的健身應用程序幫助居家隔離者繼續(xù)健身,因此避免了中國業(yè)務陷入停滯。露露檸檬甚至有多家北美門店已經(jīng)恢復營業(yè)。這些門店不僅可以服務到店購物的客戶,還能利用店內(nèi)庫存更快地完成網(wǎng)購訂單。
這些公司的例子證明了充分整合門店與購物技術(shù),對于大型零售商健康發(fā)展的重要性。咨詢公司Gartner的高級研究總監(jiān)金伯利·貝克爾表示:“有些零售商在這方面已經(jīng)做得相當成功,它們將更快恢復元氣。”未來,即使購物者到實體店消費,他們也不太可能停留太長時間,因此,只有精通技術(shù)的連鎖零售商才能存活下來。
3月,美國居民涌入各大賣場,作為生活必需品的廁紙和酵母等被搶購一空。當時大賣場零售商們證明了自己的魄力,但漫長的送貨時間也讓許多網(wǎng)購用戶備受打擊。然而,塔吉特和沃爾瑪通過其應用程序為顧客提供開車自提服務,取得了成功(這兩家連鎖超市現(xiàn)已開始限制門店內(nèi)購物人數(shù),因此開車自提就變得更加重要)。
更多的電商庫存,確實幫助零售商們避免了缺貨現(xiàn)象。塔吉特首席運營官約翰·馬利根告訴《財富》雜志:“我們把實體店作為本地訂單履行中心,所以能夠處理像節(jié)日季期間一樣的大量網(wǎng)購訂單。”
疫情危機使得消費者購物習慣發(fā)生改變,也促使零售商在選擇商品時采取“少即是多”的原則。為了填滿貨架,零售商一直與供貨商合作,限制各類商品的尺寸、顏色和口味變化,重點提供需求最高的商品。例如,聯(lián)合利華在上個月表示,為了加快生產(chǎn)和配送,公司將主要提供大號商品,比如30盎司一瓶的Hellmann’s蛋黃醬。
沃爾瑪?shù)攘闶凵桃约翱肆_格等超市巨頭也一直在朝這個方向轉(zhuǎn)變,把更多的貨架空間用于擺放暢銷商品,而不是同一種洗滌劑的50種不同款式。CB Insights的首席消費者與零售分析師勞拉·肯尼迪說:“有些商品推出了不同顏色或口味,但對于零售商的銷售沒有太大貢獻,因此他們一直在逐步減少銷售這類商品?!比绻阆氤缘揭患夜咀顣充N的7種夾心餅干,你只能從網(wǎng)店里購買。
技術(shù)的應用能真正幫助零售商從中獲得更多收入。露露檸檬投入巨資開發(fā)的射頻識別(RFID)技術(shù),使其可以實時了解每一件衛(wèi)衣或運動內(nèi)衣在配送中心還是在門店內(nèi)銷售。該技術(shù)提高了公司通過實體店履行網(wǎng)上訂單的效率。如今電商成為該公司唯一的收入來源。零售技術(shù)公司Aptos的創(chuàng)新副總裁尼基·貝爾德表示:“零售商之間現(xiàn)在要比的是,實體店庫存能帶來多少收入。”
門店準確跟蹤庫存狀況還可以為客戶提供幫助:最好的應用程序能告訴購物者不同門店的庫存情況和在門店中的具體位置,這對于不想在門店停留的購物者來說是很有吸引力的功能。(沃爾瑪和塔吉特在這方面也取得了很大的進步。)
零售商在技術(shù)方面的成功,不止于物流和效率方面:他們能夠維持客戶對品牌的興趣。耐克在中國有7,000家零售店。在大部分門店關(guān)閉之后,耐克開始免費提供其健身應用程序“耐克健身俱樂部”的高級版。該程序無縫整合了耐克的電子商務。在中國封城的6周時間內(nèi),隨著該應用程序使用量的迅速增加,耐克在中國的數(shù)字銷售額增長了30%,門店恢復營業(yè)后業(yè)務量也迅速反彈。現(xiàn)在耐克也在北美采取了同樣的做法。耐克的消費者和市場部總裁海蒂·奧尼爾表示:“我們知道消費者此時需要保持身心健康?!?/p>
但即便疫情結(jié)束之后,也沒有人認為,消費者會很快像以前一樣在實體店內(nèi)悠閑地購物。耐克對實體店進行了升級改造,包括增加了自助結(jié)賬系統(tǒng)和無接觸支付系統(tǒng),在疫情爆發(fā)之前,這些似乎都是“無關(guān)緊要的”功能;但未來門店恢復營業(yè)之后,這些功能將成為標配。奧尼爾說道:“你所做的投資,等到消費者恢復正常購物之后會顯得更有意義。” ?(財富中文網(wǎng))
本文另一版本登載于《財富》雜志2020年5月刊,標題為《舒緩新焦慮的下一代應用程序》。
譯者:Biz
It may be a misnomer to call anyone in retail a ?“winner” right now, when stay-at-home and social-distancing measures have shut down hundreds of thousands of U.S. stores and threatened consumers’ spending for the foreseeable future.
But look at the few chains that have managed relatively well in this chaotic time, and you’ll gather clues about what it will take to come out ahead in the industry, both now and long after the virus has been contained.
Walmart’s U.S. sales reportedly jumped 20% in March as people stocked up on essentials—further boosted by a 190% increase in monthly downloads of its online grocery app, according to data tracker App Annie. Nike kept its China business from stalling, thanks to a fitness app that helped homebound consumers do quarantine workouts. And Lululemon Athletica has even reopened a few North American stores, not to serve walk-in customers, but to use inventory to fill online orders more quickly.
What these cases make clear is how central the full integration of stores and shopping technology has become to big retailers’ health. “The retailers that were already doing it successfully are the ones that are going to recover much more quickly,” says Kimberly Becker, senior research director with Gartner. And in a future when shoppers are likely to be skittish about staying long in any store—if they visit at all—only the tech-savvy chains will survive.
The big-box retailers proved their mettle during the rush on stores in March, as Americans stripped shelves of essentials like toilet paper and baker’s yeast. While lengthy waits for delivery were thwarting many e-commerce shoppers, Target and Walmart succeeded by offering drive-up retrieval for online orders through their apps. (This will become increasingly important now that both chains are limiting the number of shoppers allowed in stores at any one time.)
And the fact that the chains now hold much more of their e-commerce inventory in stores than they once did helped them avoid shortages. “Because we’re using stores as local fulfillment hubs, we’ve been able to handle sustained, holiday-like online volumes,” Target chief operating officer John Mulligan tells Fortune.
Crisis-related changes in shopping habits have also accelerated a less-is-more approach to product selection. To keep shelves well-stocked, retailers have worked closely with suppliers to limit the variety of sizes, colors, and flavors of all sorts of goods, focusing only on those most consistently in demand. Unilever, for example, said last month it would concentrate mostly on large sizes of its products, like 30-ounce jars of its Hellmann’s mayonnaise, to speed up production and distribution.
Retailers like Walmart and supermarket giant Kroger have long been shifting in this direction, opting to devote more shelf space to bestsellers rather than stocking 50 varieties of the same detergent. “There’s been a slow bleed of taking out the stuff that’s just another color or another flavor and isn’t pulling its weight,” says Laura Kennedy, lead consumer and retail analyst at CB Insights. Increasingly, if you crave a company’s seventh-bestselling sandwich cookie, you’ll have to find it on the Internet.
Technology is helping retailers wring more revenue out of their inventory. Lululemon has invested heavily in RFID (radio-frequency identification) tech, enabling it to know in real time where every hoodie or sports bra is, whether at a distribution facility or in a store. That’s making it much more efficient in filling online orders from physical stores, at a time when e-commerce is its only source of income. “The race is, How much cash can you get out of inventory that’s stuck in stores today?” says Nikki Baird, vice president of innovation at retail tech firm Aptos.
Stores that can precisely track inventory are also helping their customers: The best apps can tell shoppers which items are in stock in what store and where in that store, an appealing idea for customers who don’t want to linger. (Walmart and Target have made big strides in this arena too.)
Retailers’ tech successes aren’t focused solely on logistics and efficiency: They can also keep customers interested in a brand. After most of its 7,000 retail locations in China were closed, Nike made the premium version of its workout-on-demand Nike Training Club app—which is seamlessly integrated with Nike’s e-commerce—available for free there. As use of its apps surged, Nike’s digital sales rose 30% in China during the country’s six-week lockdown, and business in stores bounced back quickly once they reopened. Nike is using the same playbook in North America now. “We know that consumers need to maintain their mental and physical health,” says Heidi O’Neill, Nike’s president of consumer and marketplace.
Still, even after the crisis has passed, no one expects shoppers to quickly return to their old comfort levels in physical stores. Some upgrades Nike has implemented, like self-checkout and contactless payment systems, seemed like nice-to-haves before the coronavirus; after stores reopen, they’ll be must-haves. “The investments you made are going to be ever more meaningful when customers come back,” says O’Neill.?
A version of this article appears in the May 2020 issue of Fortune with the headline “Next-gen apps to ease new anxieties.”