At the same time as the capital market cooled, the expansion of physical retail stores was quietly increasing.
Editor’s note: This article from the micro-channel public number “ retail boss internal reference ” (ID: lslb168), author Yang Yafei.
Image Sources | Visual China
Core Guide:
1. Semi-annual report of six leading domestic retailers, showing new retail and home business results;
2. In the first half of the year, the net profit of retail enterprises generally rebounded, and the trend of store expansion was obvious;
3. The capital boom has faded, and retailers have gradually “recovered” their own pace of development.
Since August, retail listed companies have entered the first half of the financial report disclosure season, marking the end of the first half of the work. “Retail Boss Internal Reference” combed Gaoxin Retail, Yonghui Supermarket, BBK, Tianhong, Jiajiayue, Hongqi Chain and other representative retailers of convenience stores, found that the 2018 year-end report, the listed company in the first half of the year The overall revenue/net profit continued to grow, and from the perspective of revenue structure, small and medium-sized retail businesses represented by supermarkets, convenience stores and specialty stores were particularly good.
This is a special answer sheet handed over at a special time node. Since 2016, the “new retail fever” has swept the entire retail market quickly. There have been many controversies in the early days. For example, “Is there any new and old retail?” was once widely discussed. But the longer the time, and with the addition of Tencent, Jingdong, Suning Tesco, etc., retailers have changed their cautious wait-and-see attitude and began to promote and try to digitally transform people, goods and fields. Mobile Internet technology has gradually penetrated into daily life. Consumption scenario.
But this is a very limited optimistic. Due to the inherent disadvantages such as input-output ratio and pressure and digital gene loss, the transformation and upgrading of the traditional retail market still faces many uncertainties. However, from the overall performance of the 2019 mid-year report, we can still see the transformation of retailers. attitude.
New retail results in the China Daily: Home business continues to grow, and the proportion of fresh food increases
It is worth mentioning that the six retailers selected in the sample ranked 4th, 6th, 14th, 22nd, 24th and 51st respectively in the “2018 China Top 100 Chains” list released by the China Chain Store & Franchise Association. The market scale is large, and the total sales in 2018 accounted for about 13% of the top 100 chain sales in the year.
First focus on the two head retailers – Gaoxin Retail and Yonghui Supermarket. As everyone knows,