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零售为何想要甩掉边界化 – 加速度IT客栈

老牌零售巨头宜家终于下决心大规模推广电商,精选电商的典型者网易严选则在杭州解百开设了首家线下店,前后不到一个月的时间。从酒店场景上的不期而遇,到线上线下的正面对抗,似乎有某种看不见的力量将不同的玩家挤进了同一条赛道。

可能给出的解释是“新零售”,电商面临着流量瓶颈,借新零售的概念线下求生;宜家、无印良品等走过了线下的黄金10年,掉头线上寻找新的增长引擎。看似合理的注解,却总有些说不过去,宜家们开始为增长速度头疼的线下渠道,为何在电商玩家们的语境里就成了新的红利呢?

零售为何想要甩掉边界化

不难为消费场景的多元化找到例证,战争更为激烈的餐饮市场就是如此。有人喜欢叫外卖,有人选择到店消费,也有人请厨师到家里做饭,在饿了么、美团外卖等出现之前,闹市区小吃店的老板们就开始骑着电瓶车送外卖了,外卖网站的出现不过是刺激了这一场景的爆发,加上各种薅羊毛的打法,进一步养成了用户点外卖的习惯。可即便如此,还是有不少人喜欢到店消费。

零售有着同样的逻辑,用户消费习惯的变化是最主要的推手。巴克莱银行在一份报告中提出了“Z世代”的概念,从时间角度定义了生于1995-2009年的人群。仅从常识上看,这类人去是典型的数字原住民,从小就生活在电脑、平板、手机等产品打造的互联网世界里,自然会养成各种线上的购买习惯。

与其用各种新概念强行定调,倒不如说零售的去边界化已成必然。

世界不是非黑即白的,零售的场景也不是单一的,其中最重要的决定性因素还是用户的消费习惯,也是零售去边界化的内因。

对零售抱有无限野心的丁磊,从去年开始大谈“新消费”的概念,认为零售形式的演变都源于对用户需要的理解。坦白来说,丁磊不是一位高明的理论大师,也鲜有操盘零售相关的经验,把思考的原点回归到人,从人的角度为零售场景的进化找一份合理的说辞,倒也合乎情理。

但巴克莱银行给出了不一样的结论:与印象中的不同,Z世代重新回归实体门店,更愿意在商店购买商品,同时也愿意在购买之前先访问商店,收集相关信息。相比于80后和90后们,Z世代等新兴消费者的行为更加多元,可能已经没有线上线下的概念,而是用户体验的两种形态。

宜家的受众集中在80后和90后,电商转变本就无可厚非,网易严选的用户群体中有更多的年轻人,从线上扩展到线下也是必然之举。与之对应的是,宜家电商的呼声由来已久,而网易严选已经拥有十大品类,近2万个SKU,让更多人体验到“严选”的商品,认同网易严选的理念,向线下探索也是必然之举。

可以看到这样一个事实:适应消费者、适应市场变化才是零售掌门人的选择,消费行为决定了零售的边界,自身业务发展的进程决定了打破零售边界的时机。

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零售为何想要甩掉边界化

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