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I horse note: not only in the Jingdong to force electricity suppliers with strong logistics system, will also invade to integrate local life services and retail sectors — basically all relate to the local life of the Internet Co is also eyeing a piece of fat meat, disintermediation, distribution pattern will be collapse.
this is also Liu Qiangdong’s warning to traditional companies: "no distributors are needed in the future.". The reseller model and franchise model will be eliminated.
recently two data is very shocking: the first data is that in 2014 the first six months, the national retail sales of major major retail enterprises fell by 0.2%. And Ali, Jingdong and other electricity supplier transactions are more than 50% of the rate of growth. Second is in late August, Jingdong, Gome, Suning has announced the first half earnings. The Jingdong in 51 billion 270 million won the first prize, Suning in 51 billion 150 million was second.
Jingdong beyond Suning, Gome behind, on a key word: retail.
and the corresponding data, recently doing research in Jinjiang also found that the channel model has become Jinjiang shoes, is the collective transformation, the direction of the transformation is from wholesale to retail.
it is said that Liu Qiangdong has already set a goal in internal, that is, to do online WAL-MART, the next step to challenge WAL-MART.
a few years ago, Liu Qiangdong has a warning: the nature of the electricity supplier is retail. For many brand enterprises, the essence of the brand is retail.
, this is Liu Qiangdong’s warning to traditional companies:
1 does not require distributors in the future. The reseller model and franchise model will be eliminated.
China many brands are taking big wholesale model, the key link is the annual orders, but has a huge problem: do not know who the user is, do not know what the user preferences, do not know how to make quick adjustments according to user preferences. In other words, in this age of excess, there is no sense of temperature that users perceive.
Liu Qiangdong: "large supermarkets, as well as distributors.". 3C distributors have basically collapsed in the United states. Why do China need distributors now? Chinese retailers are too scattered, hundreds of thousands, distributed in small counties and small towns. America’s Taobao accounts for 40% of retail sales, and China’s Taobao doesn’t even have 12%. Chinese retail market to go forward, go to the 20 retailers accounted for 40% of the market share, the top three retailers of electronic products accounted for 80%, 90% share, which means what? Future brands do not need distributors, as long as the management of dozens of retailers. All the franchise models for consumers are not good for me. 20 years ago, the UCC adopted the franchise model, each city to find one, overnight everywhere, several hundred million a year to earn. Franchise model is the best way from the point of view of pure business, but in the long run, the value is very little. Not only investors, including