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Box Horse on Ali's Shoulder: Trial and error, innovation and reconstruction of new retail
Last Saturday, Zhu Pengbo Capital shared the trial and error, innovation and reconstruction of new retail by Boxma Xiansheng. After learning about it, he was very interested in the methodology of dismantling an industry. The following are some feelings of learning.

I have a habit. When I see what others are doing, I will look at the headlines and think about what I would do if I were myself. I will start with the concept of new retail, what is new retail, how it came into being, what is the difference from traditional retail, what are the representative applications in the market, what problems have been encountered in the development process, and what is the future prospect.

After reading Mr. Zhu's sharing, I lamented that he studied the retail industry so thoroughly from the perspective of God. In the following part, I described my harvest and talked about its disassembly method.

The first stage, traditional retail

Retail triangle:

Cheap, multi-choice and convenient (human demand)

Infrastructure:

Degree of commercialization, supply and demand, quality, how much?

Informatization level, manual bookkeeping, information island, after-the-fact inventory

At the supply chain level, fixed sales according to production, layer-by-layer distribution, low-speed operation, inventory risk.

Urbanization level, single commercial center, commuter bicycle, residence (Hutong quadrangle), newspaper broadcasting.

The second stage: modern retail

Format, commodity killer, discount chain, catalog sales (TV shopping)

Demand, occupy one side

The growth stage of infrastructure, commercialization, informatization and supply chain

Convenience store, convenient for a variety of choices, 200-300, 2000-3000SKU.

Outlets, cheap enough to choose more,

Mall, choose the cheapest.

Commercialization level, supply and demand balance, label to brand, richness. For example, Procter & Gamble Company

Information level, recording IT technology, data docking retailer vs supplier, managing weekly and Sunday inventory.

Supply chain level, scale production and sales balance, two-level distribution, transshipment high-speed railway, inventory supplier management and inventory management.

Urbanization level, multi-business center sub-center, commuter subway private car, residential community, media TV

The third stage: e-commerce retail

Format, e-commerce vertical e-commerce WeChat business

Demand, the whole triangle

Infrastructure, the peak of commercialization, informationization and supply chain.

Amazon, Tmall, JD.COM, Pinduoduo

The degree of commercialization, oversupply, and explosive products are extremely rich.

Information level, real-time synchronization of the whole network scheduling through the Internet.

At the supply chain level, sales-oriented manufacturing, single-layer distribution, high-speed distribution trunk line, LTL express, three links and one shun feng, networked inventory structure.

Urbanization level, express delivery station in parcel post area, riders in the last three kilometers, residence, internet media.

The fourth stage: new retail

How to find a new retail? What has room for development?

Excessive performance of retail triangle, non-standard products and offline experience

Format, unbounded retail online and offline integration

Demand, promote the reconstruction of the retail triangle

Infrastructure, new consumption DT AI IOT supply chain intelligence

It is cheap and convenient to choose the first curve, which is close to the limit point.

The cornerstone assumptions of user demand, commodity, location and price. What do you need to buy, where to buy it, and how much?

New balance, optimization, experience and preference of economies of scale.

Commercialization degree, asymmetry of supply and demand, reconstruction of purchase reasons, personalized mass customization

Rebuild the reason for buying, upgrade consumption, be better, and experience.

Informatization level, AI big data Internet of Things

At the supply chain level, flexible manufacturing does not integrate delivery to home service transit warehouse, front warehouse and commodity inventory.

Urbanization level, box housing area, commuting, enjoying bicycles, living in apartments, and thousands of mobile Internet media.

The original intention of box horse fresh life

Traffic users, online growth slowed down, covering less than the group.

High frequency non-standard, fresh > department store > clothing > electronic products.

Scene experience, insufficient offline scenes, and thin user experience.

Customer acquisition and repurchase are the lifeline of retail industry.

Hippo follows the standard: flow first, efficiency second.

Retail triangle reconstruction, micro-innovation of people and goods yard, data-driven.

Optimization, endless choices, exhausted choices.

Experience, the convenience of experience

Offer, give the user a reason.

The essence of people's freight yard is demand, supply and link.

The human effect is in frequency, the product effect is optimized, and the efficacy is online.

People,

Member, get through to Tmall, box horse, hungry, Youku member discount.

Thousands of people, mobile Internet location information, personalized offers.

The in-store experience.

Commodities,

Category, reduce SKU, standardize non-standard products

Commodities, flexible, small profits but quick turnover, explosive products, new consumer goods.

Self-employed, fresh every day

Field,

Site selection, Tai Sen polygon algorithm granularity positioning and inspection reduce the requirements for property conditions and have low cost.

In-store warehouses, pre-warehouses and transit warehouses are used for stocking, sorting and transportation.

Format, high density of dining area, low density of retail area.

Data-driven is the bottom of hippo innovation and the infrastructure of new retail.

People, thousands of people, thousands of concessions.

The logic of goods, the choice of goods, display and push.

Field, fine-grained positioning, accurate distribution route.