京东、淘宝之后，永辉、盒马也嗅到了危险，未来属于“拼多多”？_老虎社区_美港股上老虎

京东、淘宝之后，永辉、盒马也嗅到了危险，未来属于“拼多多”？

华尔街见闻2023-10-16

永辉超市、盒马相继启动“折扣化”变革，零售行业加速布局价格竞争力。10月11日，永辉超市官网发文表示，将在全国范围的门店中增设“正品折扣店”，并同步在线上 APP/小程序增设折扣专区，提供食品、用品惊喜折扣价。无独有偶，10月13日，盒马同样宣布全面启动供应链调优项目，盒马鲜生线下门店的5000多款商品价格下调，将对乳制品、饼干、方便速食等多个品类设置“线下专享价”，价格普遍降低两成。盒马同时表示...

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星宿小小仙
·2023-10-16
小编，如果未来属于拼多多，那我们家的先进生产力就有问题了。。
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APP/小程序增设折扣专区，提供食品、用品惊喜折扣价。无独有偶，10月13日，盒马同样宣布全面启动供应链调优项目，盒马鲜生线下门店的5000多款商品价格下调，将对乳制品、饼干、方便速食等多个品类设置“线下专享价”，价格普遍降低两成。盒马同时表示，这不是短期促销，而是长期有效，此外，整个事业部业态将全面启动折扣化变革，门店绝大多数商品价格将下降20%。永辉、盒马的试水不仅仅是针对品牌和商品，可以说是从供应链端革新了运营模式，而在此之前，家家悦、物美等线下商超也已经开始布局，这是否意味着，“折扣零售”的时代已经到来？“折扣化”席卷传统商超折扣零售业态正在成为传统商超变革的大方向。目前来看，线下商超实行折扣零售主要有两类，一类是以“奥莱店”为代表形式的折扣店，主要出售品牌尾货、临期商品；第二类是依赖于自有供应链的高效率、垂直化压低价格的经营模式。之所以选择开折扣店，一方面缘于后疫情时代消费者的消费理念的转变，消费需求有所收紧；另一方面，在经济复苏的大环境下，这也属于超市提升运营效率的重要尝试。开源证券认为，零售行业折扣化趋势的背后是消费者面对新的经济周期与消费环境，对必选消费品的需求变化，即品质不能下降的前提下，追求最极致的低价满足感。盒马CEO候毅将价格竞争力视为接下来的主攻方向。他认为，长期来看，零售企业的核心竞争力无非三点：服务能力、差异化能力、价格竞争力。而接下来，价格竞争力就是盒马最核心的目标。拼多多的刀，“砍”向了线下线下商超“折扣化”的热潮，似乎从电商纷纷“回归低价”时就已初见端倪。华尔街见闻此前提及，去年以来，以京东、天猫为代表的电商平台相继官宣降价策略，刘强东也曾直言，低价才是京东的“大杀器”。毫无疑问，拼多多模式的成功很大程度上助推了零售行业的低价风潮。今年以来，拼多多提出“天天都是618”的消费理念，加码对优质供给的补贴力度，连续推出数码家电消费季、第五季多多读书月、618开门红等一系列活动，力促消费潜能激活与转化。得益于电商的高速增长，拼多多今年的一、二季度财报均远超市场预期，营收同比增速都在50%以上。“砍一刀”让消费者尝到了甜头，带动了消费趋向转变，也压低了供货价格，让其他电商平台越来越难赚到钱。不管是线下商超还是线上电商，“价格”显然已经成为未来发展的核心关键词。针对当前商超折扣化的热潮，开源证券整体看好：当前优质超市企业均已构建成熟完备的供应链体系，从“货”的维度看具备优势，但如何将“场”的效率发挥到最大化，并且把握“人”的消费需求，将会是未来成长的核心议题。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":231109205069992,"gmtCreate":1697446292012,"gmtModify":1697446293622,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"小编，如果未来属于拼多多，那我们家的先进生产力就有问题了。。","listText":"小编，如果未来属于拼多多，那我们家的先进生产力就有问题了。。","text":"小编，如果未来属于拼多多，那我们家的先进生产力就有问题了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231109205069992","repostId":2375416653,"repostType":2,"repost":{"id":"2375416653","pubTimestamp":1697428896,"share":"https://www.laohu8.com/m/news/2375416653?lang=&edition=full","pubTime":"2023-10-16 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href=\"https://laohu8.com/S/603708\">家家悦</a>、物美等线下商超也已经开始布局，这是否意味着，“折扣零售”的时代已经到来？<strong>“折扣化”席卷传统商超</strong></p><p><strong>折扣零售业态正在成为传统商超变革的大方向。</strong></p><p>目前来看，线下商超实行折扣零售主要有两类，一类是<strong>以“奥莱店”为代表形式的折扣店</strong>，主要出售品牌尾货、临期商品；第二类是依赖于<strong>自有供应链的高效率、垂直化压低价格</strong>的经营模式。</p><p>之所以选择开折扣店，一方面缘于后疫情时代消费者的消费理念的转变，消费需求有所收紧；另一方面，在经济复苏的大环境下，这也属于超市提升运营效率的重要尝试。</p><p>开源证券认为，零售行业折扣化趋势的背后是消费者面对新的经济周期与消费环境，对必选消费品的需求变化，即品质不能下降的前提下，追求最极致的低价满足感。</p><p>盒马CEO候毅将价格竞争力视为接下来的主攻方向。他认为，长期来看，零售企业的核心竞争力无非三点：<strong>服务能力、差异化能力、价格竞争力。</strong>而接下来，价格竞争力就是盒马最核心的目标。<strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a>的刀，“砍”向了线下</strong></p><p>线下商超“折扣化”的热潮，似乎从电商纷纷“回归低价”时就已初见端倪。</p><p>华尔街见闻此前提及，去年以来，以<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫为代表的电商平台相继官宣降价策略，刘强东也曾直言，低价才是京东的“大杀器”。</p><p><strong>毫无疑问，拼多多模式的成功很大程度上助推了零售行业的低价风潮。</strong>今年以来，拼多多提出“天天都是618”的消费理念，加码对优质供给的补贴力度，连续推出数码家电消费季、第五季多多读书月、618开门红等一系列活动，力促消费潜能激活与转化。</p><p>得益于电商的高速增长，拼多多今年的一、二季度财报均远超市场预期，营收同比增速都在50%以上。</p><p>“砍一刀”让消费者尝到了甜头，带动了消费趋向转变，也压低了供货价格，让其他电商平台越来越难赚到钱。</p><p>不管是线下商超还是线上电商，<strong>“价格”显然已经成为未来发展的核心关键词。</strong>针对当前商超折扣化的热潮，开源证券整体看好：</p><p>当前优质超市企业均已构建成熟完备的供应链体系，从“货”的维度看具备优势，但如何将“场”的效率发挥到最大化，并且把握“人”的消费需求，将会是未来成长的核心议题。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东、淘宝之后，永辉、盒马也嗅到了危险，未来属于“拼多多”？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东、淘宝之后，永辉、盒马也嗅到了危险，未来属于“拼多多”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-16 12:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231016120139843aa46d&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>永辉超市、盒马相继启动“折扣化”变革，零售行业加速布局价格竞争力。10月11日，永辉超市官网发文表示，将在全国范围的门店中增设“正品折扣店”，并同步在线上 APP/小程序增设折扣专区，提供食品、用品惊喜折扣价。无独有偶，10月13日，盒马同样宣布全面启动供应链调优项目，盒马鲜生线下门店的5000多款商品价格下调，将对乳制品、饼干、方便速食等多个品类设置“线下专享价”，价格普遍降低两成。盒马同时表示...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231016120139843aa46d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","89988":"阿里巴巴-SWR","601933":"永辉超市","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","09988":"阿里巴巴-SW","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","09618":"京东集团-SW","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS 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Opportunities A2 SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231016120139843aa46d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2375416653","content_text":"永辉超市、盒马相继启动“折扣化”变革，零售行业加速布局价格竞争力。10月11日，永辉超市官网发文表示，将在全国范围的门店中增设“正品折扣店”，并同步在线上 APP/小程序增设折扣专区，提供食品、用品惊喜折扣价。无独有偶，10月13日，盒马同样宣布全面启动供应链调优项目，盒马鲜生线下门店的5000多款商品价格下调，将对乳制品、饼干、方便速食等多个品类设置“线下专享价”，价格普遍降低两成。盒马同时表示，这不是短期促销，而是长期有效，此外，整个事业部业态将全面启动折扣化变革，门店绝大多数商品价格将下降20%。永辉、盒马的试水不仅仅是针对品牌和商品，可以说是从供应链端革新了运营模式，而在此之前，家家悦、物美等线下商超也已经开始布局，这是否意味着，“折扣零售”的时代已经到来？“折扣化”席卷传统商超折扣零售业态正在成为传统商超变革的大方向。目前来看，线下商超实行折扣零售主要有两类，一类是以“奥莱店”为代表形式的折扣店，主要出售品牌尾货、临期商品；第二类是依赖于自有供应链的高效率、垂直化压低价格的经营模式。之所以选择开折扣店，一方面缘于后疫情时代消费者的消费理念的转变，消费需求有所收紧；另一方面，在经济复苏的大环境下，这也属于超市提升运营效率的重要尝试。开源证券认为，零售行业折扣化趋势的背后是消费者面对新的经济周期与消费环境，对必选消费品的需求变化，即品质不能下降的前提下，追求最极致的低价满足感。盒马CEO候毅将价格竞争力视为接下来的主攻方向。他认为，长期来看，零售企业的核心竞争力无非三点：服务能力、差异化能力、价格竞争力。而接下来，价格竞争力就是盒马最核心的目标。拼多多的刀，“砍”向了线下线下商超“折扣化”的热潮，似乎从电商纷纷“回归低价”时就已初见端倪。华尔街见闻此前提及，去年以来，以京东、天猫为代表的电商平台相继官宣降价策略，刘强东也曾直言，低价才是京东的“大杀器”。毫无疑问，拼多多模式的成功很大程度上助推了零售行业的低价风潮。今年以来，拼多多提出“天天都是618”的消费理念，加码对优质供给的补贴力度，连续推出数码家电消费季、第五季多多读书月、618开门红等一系列活动，力促消费潜能激活与转化。得益于电商的高速增长，拼多多今年的一、二季度财报均远超市场预期，营收同比增速都在50%以上。“砍一刀”让消费者尝到了甜头，带动了消费趋向转变，也压低了供货价格，让其他电商平台越来越难赚到钱。不管是线下商超还是线上电商，“价格”显然已经成为未来发展的核心关键词。针对当前商超折扣化的热潮，开源证券整体看好：当前优质超市企业均已构建成熟完备的供应链体系，从“货”的维度看具备优势，但如何将“场”的效率发挥到最大化，并且把握“人”的消费需求，将会是未来成长的核心议题。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}