现在说任何一个零售企业是“赢家”,或许都不合时宜。毕竟,居家隔离和社交疏离的措施已使美国成千上万家店铺关闭,并且在可预见的未来还会影响消费者的支出。
但在这段混乱时期中,也有少数几家连锁零售商的经营状况相对良好。现在以及疫情结束后的日子,零售企业将如何在行业中占据优势?我们可以从这些零售商身上找到线索。
今年3月,美国民众开始囤积生活必需品,沃尔玛公布的当月美国销售额增长了20%。另外根据数据跟踪平台App Annie统计,沃尔玛网店应用程序的月下载量增加了190%。耐克公司的健身应用程序帮助居家隔离者继续健身,因此避免了中国业务陷入停滞。露露柠檬甚至有多家北美门店已经恢复营业。这些门店不仅可以服务到店购物的客户,还能利用店内库存更快地完成网购订单。
这些公司的例子证明了充分整合门店与购物技术,对于大型零售商健康发展的重要性。咨询公司Gartner的高级研究总监金伯利·贝克尔表示:“有些零售商在这方面已经做得相当成功,它们将更快恢复元气。”未来,即使购物者到实体店消费,他们也不太可能停留太长时间,因此,只有精通技术的连锁零售商才能存活下来。
3月,美国居民涌入各大卖场,作为生活必需品的厕纸和酵母等被抢购一空。当时大卖场零售商们证明了自己的魄力,但漫长的送货时间也让许多网购用户备受打击。然而,塔吉特和沃尔玛通过其应用程序为顾客提供开车自提服务,取得了成功(这两家连锁超市现已开始限制门店内购物人数,因此开车自提就变得更加重要)。
更多的电商库存,确实帮助零售商们避免了缺货现象。塔吉特首席运营官约翰·马利根告诉《财富》杂志:“我们把实体店作为本地订单履行中心,所以能够处理像节日季期间一样的大量网购订单。”
疫情危机使得消费者购物习惯发生改变,也促使零售商在选择商品时采取“少即是多”的原则。为了填满货架,零售商一直与供货商合作,限制各类商品的尺寸、颜色和口味变化,重点提供需求最高的商品。例如,联合利华在上个月表示,为了加快生产和配送,公司将主要提供大号商品,比如30盎司一瓶的Hellmann’s蛋黄酱。
沃尔玛等零售商以及克罗格等超市巨头也一直在朝这个方向转变,把更多的货架空间用于摆放畅销商品,而不是同一种洗涤剂的50种不同款式。CB Insights的首席消费者与零售分析师劳拉·肯尼迪说:“有些商品推出了不同颜色或口味,但对于零售商的销售没有太大贡献,因此他们一直在逐步减少销售这类商品。”如果你想吃到一家公司最畅销的7种夹心饼干,你只能从网店里购买。
技术的应用能真正帮助零售商从中获得更多收入。露露柠檬投入巨资开发的射频识别(RFID)技术,使其可以实时了解每一件卫衣或运动内衣在配送中心还是在门店内销售。该技术提高了公司通过实体店履行网上订单的效率。如今电商成为该公司唯一的收入来源。零售技术公司Aptos的创新副总裁尼基·贝尔德表示:“零售商之间现在要比的是,实体店库存能带来多少收入。”
门店准确跟踪库存状况还可以为客户提供帮助:最好的应用程序能告诉购物者不同门店的库存情况和在门店中的具体位置,这对于不想在门店停留的购物者来说是很有吸引力的功能。(沃尔玛和塔吉特在这方面也取得了很大的进步。)
零售商在技术方面的成功,不止于物流和效率方面:他们能够维持客户对品牌的兴趣。耐克在中国有7,000家零售店。在大部分门店关闭之后,耐克开始免费提供其健身应用程序“耐克健身俱乐部”的高级版。该程序无缝整合了耐克的电子商务。在中国封城的6周时间内,随着该应用程序使用量的迅速增加,耐克在中国的数字销售额增长了30%,门店恢复营业后业务量也迅速反弹。现在耐克也在北美采取了同样的做法。耐克的消费者和市场部总裁海蒂·奥尼尔表示:“我们知道消费者此时需要保持身心健康。”
但即便疫情结束之后,也没有人认为,消费者会很快像以前一样在实体店内悠闲地购物。耐克对实体店进行了升级改造,包括增加了自助结账系统和无接触支付系统,在疫情爆发之前,这些似乎都是“无关紧要的”功能;但未来门店恢复营业之后,这些功能将成为标配。奥尼尔说道:“你所做的投资,等到消费者恢复正常购物之后会显得更有意义。” (财富中文网)
本文另一版本登载于《财富》杂志2020年5月刊,标题为《舒缓新焦虑的下一代应用程序》。
译者:Biz
现在说任何一个零售企业是“赢家”,或许都不合时宜。毕竟,居家隔离和社交疏离的措施已使美国成千上万家店铺关闭,并且在可预见的未来还会影响消费者的支出。
但在这段混乱时期中,也有少数几家连锁零售商的经营状况相对良好。现在以及疫情结束后的日子,零售企业将如何在行业中占据优势?我们可以从这些零售商身上找到线索。
今年3月,美国民众开始囤积生活必需品,沃尔玛公布的当月美国销售额增长了20%。另外根据数据跟踪平台App Annie统计,沃尔玛网店应用程序的月下载量增加了190%。耐克公司的健身应用程序帮助居家隔离者继续健身,因此避免了中国业务陷入停滞。露露柠檬甚至有多家北美门店已经恢复营业。这些门店不仅可以服务到店购物的客户,还能利用店内库存更快地完成网购订单。
这些公司的例子证明了充分整合门店与购物技术,对于大型零售商健康发展的重要性。咨询公司Gartner的高级研究总监金伯利·贝克尔表示:“有些零售商在这方面已经做得相当成功,它们将更快恢复元气。”未来,即使购物者到实体店消费,他们也不太可能停留太长时间,因此,只有精通技术的连锁零售商才能存活下来。
3月,美国居民涌入各大卖场,作为生活必需品的厕纸和酵母等被抢购一空。当时大卖场零售商们证明了自己的魄力,但漫长的送货时间也让许多网购用户备受打击。然而,塔吉特和沃尔玛通过其应用程序为顾客提供开车自提服务,取得了成功(这两家连锁超市现已开始限制门店内购物人数,因此开车自提就变得更加重要)。
更多的电商库存,确实帮助零售商们避免了缺货现象。塔吉特首席运营官约翰·马利根告诉《财富》杂志:“我们把实体店作为本地订单履行中心,所以能够处理像节日季期间一样的大量网购订单。”
疫情危机使得消费者购物习惯发生改变,也促使零售商在选择商品时采取“少即是多”的原则。为了填满货架,零售商一直与供货商合作,限制各类商品的尺寸、颜色和口味变化,重点提供需求最高的商品。例如,联合利华在上个月表示,为了加快生产和配送,公司将主要提供大号商品,比如30盎司一瓶的Hellmann’s蛋黄酱。
沃尔玛等零售商以及克罗格等超市巨头也一直在朝这个方向转变,把更多的货架空间用于摆放畅销商品,而不是同一种洗涤剂的50种不同款式。CB Insights的首席消费者与零售分析师劳拉·肯尼迪说:“有些商品推出了不同颜色或口味,但对于零售商的销售没有太大贡献,因此他们一直在逐步减少销售这类商品。”如果你想吃到一家公司最畅销的7种夹心饼干,你只能从网店里购买。
技术的应用能真正帮助零售商从中获得更多收入。露露柠檬投入巨资开发的射频识别(RFID)技术,使其可以实时了解每一件卫衣或运动内衣在配送中心还是在门店内销售。该技术提高了公司通过实体店履行网上订单的效率。如今电商成为该公司唯一的收入来源。零售技术公司Aptos的创新副总裁尼基·贝尔德表示:“零售商之间现在要比的是,实体店库存能带来多少收入。”
门店准确跟踪库存状况还可以为客户提供帮助:最好的应用程序能告诉购物者不同门店的库存情况和在门店中的具体位置,这对于不想在门店停留的购物者来说是很有吸引力的功能。(沃尔玛和塔吉特在这方面也取得了很大的进步。)
零售商在技术方面的成功,不止于物流和效率方面:他们能够维持客户对品牌的兴趣。耐克在中国有7,000家零售店。在大部分门店关闭之后,耐克开始免费提供其健身应用程序“耐克健身俱乐部”的高级版。该程序无缝整合了耐克的电子商务。在中国封城的6周时间内,随着该应用程序使用量的迅速增加,耐克在中国的数字销售额增长了30%,门店恢复营业后业务量也迅速反弹。现在耐克也在北美采取了同样的做法。耐克的消费者和市场部总裁海蒂·奥尼尔表示:“我们知道消费者此时需要保持身心健康。”
但即便疫情结束之后,也没有人认为,消费者会很快像以前一样在实体店内悠闲地购物。耐克对实体店进行了升级改造,包括增加了自助结账系统和无接触支付系统,在疫情爆发之前,这些似乎都是“无关紧要的”功能;但未来门店恢复营业之后,这些功能将成为标配。奥尼尔说道:“你所做的投资,等到消费者恢复正常购物之后会显得更有意义。” (财富中文网)
本文另一版本登载于《财富》杂志2020年5月刊,标题为《舒缓新焦虑的下一代应用程序》。
译者: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.”