Buy iPhone like a takeaway?Who can laugh at the end of the trillions of real -time retail war?

Author:Jiang Han Vision Time:2022.09.26

Recently, with the release of new Apple and Huawei machines, the wave of snap -up in various places has also begun to appear, and one of the new gameplay has attracted market attention. This is to buy a mobile phone on the takeaway platform, and even some people say that you want to buy iPhone like a takeaway. Facing the current market large -scale fluctuations, many people are asking who can laugh at the end of this trillion retail war?

1. Buy iPhone like a takeaway?

According to the Beijing News, Apple's iPhone14 series mobile phones are launched, and JD.com and Meituan have a shadow in the real -time retail field.

One week before the iPhone 14 series mobile network was released on the entire network, Meituan announced that "buying iPhone 14 in stock can be delivered as soon as half an hour and enjoy 12 issues." At the same time, Meituan takeaway in more than 200 cities across the country, with more than 1110 Apple authorized specialty stores.

Almost front and back, JD.com announced that it has become the only real -time retail platform that has obtained the Apple brand pre -sale qualification. The service is also "upgraded" — when you buy a mobile phone from JD to home, or when you buy a mobile phone in the JD App, you can enjoy the “hourly purchase” logo, and you can enjoy the hourly or even minute delivery service.

"Half -hour delivery" and "minute -level service" have become fans, and e -commerce racing runs "spark".

According to the report of Essen's "Focusing on the Consumption Group of the 95th in China", young consumers pay more attention to "speed", and more than 50%of post -95 consumers hope to receive goods on the day of shopping, and even cancel orders because the delivery time is unclear. Essence

With the normalization of the epidemic and the changes in consumer habits, the real -time retail demand has erupted, and it gradually covers all categories such as catering, fresh, home supplies, digital, maternal and infants and other categories. Meituan's second quarter financial report showed that the number of flash purchase orders in Meituan reached 390 million orders, an increase of 42%year -on -year, and the average daily single volume reached 4.3 million. The number of instant delivery orders in Meituan increased to 4.1 billion.

According to the economic reference newspaper, the instant retail format is still maintaining rapid development. China Merchants Securities believes that in the next five years, the annual compound growth rate of the instant retail market will reach 36 %. Irai Consulting believes that in 2021, my country's retail O2O penetration rate is about 1.6 %, which is expected to increase to 7.8 % in 2025, and the instant retail scale in 2025 is about 1.2 trillion yuan.

Shell Financial reporters sorted out and saw that the current large -scale commercial supermarkets such as Wal -Mart, Carrefour, China Resources, and regional chains such as Wumi, Kyoto, Martial Arts, Zhongbai, Ginza, Jiarong, Jiarong, etc. Retail platforms and this will achieve performance growth.

From the analysis of the media's huge wave Wave, some e -commerce institutions have specially made research statistics. In fact, users who are more valuable will hope to get it quickly and try quickly. As a typical high -value commodity, users have a strong demand for quickly, which is very suitable for developing consumption habits. At the same time, the epidemic greatly promoted this process. The epidemic caused the traditional e -commerce logistics to be blocked, and consumers began to use takeaway as express delivery, because behind "fast" is the certainty of performance. It is equivalent to the process of accelerating the popularity of instant retail.

2. Who can laugh at the end of the trillions of real -time retail war?

Facing the development of the real -time retail industry, many people are asking how this instant retail appears? What should we think of such a trillion instant retail market attract so many corporate participation? How to analyze the development of this market?

First of all, the development of instant retail is the general trend of the development of the e -commerce industry. When we carefully study the development of real -time retail, we will find that instant retail is actually an inevitable trend of market development. With the development of the Chinese e -commerce market in these years, traditional e -commerce is facing the bottleneck of traffic exhaustion, and has opened up its own transformation. road. At the same time, a large number of traditional business super -enterprises have been increasingly faced with greater market pressure from e -commerce, and even once faced the problem of being squeezed by e -commerce. Under such circumstances, the instant retail format is like this. produced.

On the one hand, e -commerce actually needs a large amount of traffic sources to promote its own development, but if you want to invest in massive resources to smash the position, there is too much cost expenditure. When there is a problem with fresh fresh retail such as Riyou Fresh Fresh, many e -commerce companies have been questioned. On the other hand, a large number of supermarkets have a large number of outlets and sufficient sources of supply, but there is no enough market demand. When the demand of the two matches, the market logic of instant retail market logic is logical.

Especially due to the impact of the epidemic in recent years, more and more consumers have gradually discovered that traditional e -commerce shopping is facing the pressure of extended delivery time. At the same time, the epidemic has cultivated a large amount of user habits for instant retail. From young people who have been retired to retired elderly people have learned how to take out? How to grab vegetables? Under such circumstances, the market for real -time retail has finally begun to start. It can be said that in this period of time, the rise of instant retail is an inevitable result of the time and development.

Secondly, all things to home are the real development direction of real -time retail in the future. With the development of the Chinese economy over the years, the level of income of the Chinese has continued to increase, and the speed of life of the Chinese has begun to accelerate. Originally, for many people, it was a way of life to go out and buy a shopping mall, but in the pace of life, it was a lifestyle, but in the pace of life, Today, it is becoming increasingly difficult to accelerate today. However, the demand for shopping or the need for living necessities is everyone's core needs. As early as the development of the retail market around the world, Americans used large railways across North America to build their own retail network. The general trend of market development. Later, with the development of the market, we saw the supermarket model represented by Wal -Mart, and the e -commerce model represented by Amazon, JD.com, Taobao, etc., but its essence is the core consumer needs of consumers. Today, the current development speed of the entire market is increasingly accelerated, what consumers need the shortest time, the fastest speed, and the recent distance to realize their needs for goods, which is what we mentioned earlier Long -term market habits have also helped consumers with more requirements for delivery of goods, so the real -time retail market has begun to become a market that requires all things.

For example, Hema, which first proposed instant retail sales in China, began to lay out in the real -time retail market as early as 2017. The rapid development of Hema in these years has also been inseparable from instant retail. Specifically, on the one hand, the advantage of Hema selection is indeed stronger than many traditional supermarkets, and a variety of formats including catering, but on the other hand, Hema built a surrounding Hema Store Store. In a few kilometers of life circles, various daily necessities can quickly use the delivery to achieve quick reach, making it easier to start at home. In fact, Meituan and JD.com's current real -time retail participants are also the advantage of this.

Third, who can laugh at the end of the trillions of real -time retail war? Faced with the current up -to -date retail market, many people are asking for a large number of market participants and huge market air outlets. Who is the most advantageous competitors in the market? Who can laugh to the end? In fact, this answer cannot really answer from the current point of view, but participants who want to achieve sustainable development must have the following advantages:

The first is the real high -quality performance ability. In fact, instant retail seems to be simple, but it may not be easy to really solve the problem. "Fast" is the core requirement for the market to give instant retail. This is possible to truly achieve the high -speed development of the market.

The second is truly strong local supply capacity. For the current instant retail, the key to real -time retail is that the goods must be available in the local area. This is not the same as e -commerce to distribute it. The requirements for real -time retail are enough SKUs. This requires enough merchants. Only by relying on yourself may not completely solve the problem, only enough merchants can truly strengthen the local supply, so which platform can access enough merchants, who has stronger market competitiveness.

The third is a truly good service system. In recent years, e -commerce has formed a very complete service system, but instant retail is a market that requires a large number of offline merchants. Therefore, a series of after -sales service, especially related to it, has become the key. At the same time, there must be a complete follow -up system.

Therefore, the space for instant retail is very large, but it is not easy to do well. Only a truly excellent platform can get the voting of consumers' feet.

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