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网曝黑料国产吃瓜-了解那些闪耀舞台背后的励志故事与心路历程
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网曝黑料国产吃瓜-了解那些闪耀舞台背后的励志故事与心路历程

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  电商领域的迭代大战,以“京东VS美团”的形式爆出,这意味着电商平台大佬们,对“即时零售”的关注度飙升,也代表着未来白酒业的新渠道之争,或许会转移到即时零售领域。

  4月15日,美团正式推出独立即时零售品牌“美团闪购”,以“闪购一下,30分钟好货到手”为卖点。随买随送、即时消费、即时到达······这些模式,标志着美团正式确立新的战略,打通电商和线下网点、前置仓库之间、以比拼“速度”为核心的即时零售模式,正式成为新的竞争点。

  美团闪购,实际上早在2018年就已经上线,不过,与如今标榜的“即时零售”相比,早期的美团闪购业务范围较小,即时送达的效率有所不及,最初的闪购以生鲜、日用百货为主。

  如今,蜕变后的即时零售,则涵盖了数码家电、美妆个护等多元品类。

  4月21日,京东发布《致全体外卖骑手兄弟们的公开信》,不点名评判某外卖平台,以宣布“所有超时20分钟以上的外卖订单全部免单”的优惠宣战竞争平台。

  同时,京东老板刘强东一身外卖员装扮的视频爆火于各个微信群,代表着京东以基础外卖网络发力,与竞争对手比拼“即时零售”的最后一环。

  “京美之战”正式爆发,也代表着零售领域成为电商平台和外卖平台的新战场。

  即时零售领域吸引两大巨头爆发激战,也正说明,这一领域对于商业零售的价值所在。数据显示,美团闪购的日单量如今已经突破1800万单,业务覆盖全国2800多个县区市,合作商家超百万家。

  截至2024年末,美团闪购已和超5600家大型连锁零售商、41万本地小商户以及超570家品牌商达成合作。

  2024年第三季度财报电话会议上,美团创始人王兴明确表示:即时零售或将占据电商市场10%以上的份额。

  2024年数据显示,美团当年度实现营收3376亿元,同比增长22%。

  那么,为什么“即时零售”会成为电商关注的重点?为什么它会影响到千千万万的酒商和白酒品牌?

  实际上,这关键在于“即时零售”的特性,即“速度”——能够做到消费者即时消费,平台方即时送达。

  相比之下,传统电商模式下,平台在各地建立中心大型仓库(或者使用第三方仓库),消费者下单后,商品需要经过分拣、打包、干线运输、末端配送等多个环节,整个配送周期往往需要3天-7天,淘宝、京东等传统上都是如此,不过,京东由于各地自建配送仓的密度较高,其配送效率更胜一筹。

  以美团闪购为代表的即时零售,则主打“消费者下单后,30分钟送达”。

图片来源:美团Meituan微信公众号

  在模式上,即时零售通过后台的信息与数据系统,打通平台+前置仓+本地门店,再配合数以万计的外卖员队伍,可以形成消费者在即兴需求之下的即兴消费、即时送达。

  譬如美团号称,在全国3万个美团闪电仓覆盖,库存同步至云端,下单后,AI自动生成“优先拣货单”,拣货效率提升60%。

  这对于白酒这种具备“即兴消费”特质的商品而言,无疑也是一个巨大的机遇——在消费者饮酒兴致消失前的即时送达,能够有效提升白酒的消费率。

  未来,无论是美团、京东还是其他平台的即时零售,通过与酒类流通链条的打通,将会对白酒行业产生重大影响。

  首先在于渠道效率提升与消费场景拓展。通过依托前置仓模式和半小时达能力,“线上下单——即时配送”的模式,有效匹配消费者聚餐、即兴消费等需求和场景,提升白酒消费率。

  而“平台+本地门店”的协作模式,使得传统烟酒店除了上门消费、单位团购之外,还能通过数字网络抓住一定范围内的即兴消费,提升了货物周转率。

  其二,是给白酒业带来新的增长预期。相关预测显示,酒类即时零售市场规模将在2027年突破千亿,其中,白酒业毫无疑问是主力。

  对地域性白酒品牌而言,在线下铺货与线上即时零售平台相关联后,借助于平台的数字化推送体制,或会迎来新的机遇。

  第三,会形成行业价格体系与渠道体系的重构。即时零售模式下,“平台+本地店+前置仓”的组合,会优化采购——消费环节,减少中间流程,优化供应链,节约流通成本,提高价格透明度,形成新的利润分配机制,也由于厂家、店家、平台的参与,驱逐假货,形成更高的消费信任度。

  通过即时零售,平台不仅整合现有的优质线下门店,也会新建更为高效的门店,形成网络建设与数字技术相互支撑的关系,重构白酒行业的“人-货-场”关系。

  同时,在有效降低部分接入“即时零售”系统的白酒企业渠道成本的同时,会让酒业朝着更为分化的方向演进,形成新的竞争格局。

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