Edit | Yu Bin
Produced by | Chaoqi Network "Yu see column"
Recently, China's retail industry has ushered in the "milestone" of the development of Gome's 35th anniversary, which has become a hot topic in the entire industry under the new normal.
At the 35th anniversary celebration held by Gome on December 22, the company also chose to put forward its future development strategy and plan, and it announced the official opening of the "all-retail ecological sharing platform" strategy, and "all-retail" became the most important goal of Gome's next stage.
It is worth noting that in the same period, Gome also won widespread attention from inside and outside the industry because of a series of strategic moves, obtaining long-term lease rights for a number of high-quality properties, signing five high-quality asset custody agreements, and heavily subscribing to Accion Logistics convertible bonds. Behind all kinds of actions, It is the foreshadowing of Gome's future.
Make up for the end of retail, Gome Luozi called "God"
Before understanding what kind of impact Gome's "all-retail" strategy will have on the inside and outside the enterprise, Gome's action of adding Accion Logistics can be described as the most amazing operation in the market.
At the end of November, Gome Retail announced that it had purchased a five-year convertible bond of 900 million yuan for Asun Logistics, which not only allowed Gome to enjoy net interest income at an annual interest rate of 5% during the holding period, but also allowed Gome to use the transfer equity to increase its stake in Asun Logistics while optimistic about the future development of Asun Logistics.
If all the 900 million yuan convertible bonds are exercised and purchased, Gome Retail's shareholding in Accion Logistics will reach 30%.
Interestingly, this seemingly "simple" capital operation has been regarded as a "god operation" by many industry insiders.
The reason is that Gome's action of adding AXN Logistics can foresee a lot of benefits.
First of all, Gome will stably obtain the growth profits of Acen Logistics for many years to come, considering the high growth rate of the domestic logistics industry and the good performance of Accion Logistics' own financial situation, Gome can be called a stable profit.
Secondly, in-depth hand-in-hand Anxun Logistics will directly have a linkage effect with Gome's own retail "empire", recently, Gome has carried out a vigorous online and offline full retail strategy, and with the help of improving the logistics distribution network, Gome Retail will efficiently cover consumer groups at all levels of the market.
Especially in the sinking market with huge imagination, in view of the advantages of Accion Logistics in the national township market distribution network, Gome plus Acen Logistics will further help it reach 500 million rural consumers.
Finally, from a long-term perspective, Gome has become the backbone behind Acen Logistics, which will promote the further development and capital operation of Acen Logistics. In the future, in addition to its own business sources, Acen Logistics will have a stable and large number of retail businesses like other logistics giants, which is obviously a sign of brewing another logistics giant. After the further growth of Accion Logistics, the synergy and benefits obtained by Gome will naturally be higher.
Gome's all-retail, the future of the retail industry
If the increase in ACC Logistics is to supplement the ability of Gome Retail in the logistics link, then the vision of Gome's "full retail" to achieve is even greater.
Based on its own advantages and experience in the retail field for 35 years, what domestic all-retail should do is to build a complete service closed loop around user needs, including purchase, experience, performance, after-sales and other links, closely integrate the commodity chain, supply chain, technology chain and service chain, and ultimately improve the consumption and service experience of end users.
Under Gome's full retail, the integration of online and offline is the focus, it wants to mobilize thousands of stores across the country to go deep into the upstream and downstream of the supply chain, and make efforts at the B-end and C-end at the same time, so that the retail and service links can be comprehensively improved.
To this end, Gome has also divided the whole retail into five dimensions: full scene, full link, full mode, full business and full sharing, covering five major formats of home appliances, home, home, home decoration and home service, so as to make Gome's all-retail model more practical.
It can be seen that the United States, as a retail leader, is not only satisfied with the traffic model that is highly sought after in the industry in recent years, but also hopes to obtain user recognition through the goods and services themselves, which is returning to the essence of retail: traffic, gimmicks, models, etc. are all means, and the long-term focus of the retail industry in the future is still to serve consumers.
This makes Gome no longer the traditional retail city of the past, nor is it the current hot Internet e-commerce platform, but a new species that integrates the advantages of each other on the basis of the combination of the two - the all-retail ecological sharing platform, which is obviously more in line with the essence of the retail industry and is more likely to promote the upgrading of the retail consumer experience.
Under the "synergy" of online and offline business sectors, the future vision of Gome's new retail is very worth looking forward to, according to Huang Guangyu, he "believes that more achievements and effects will accelerate the emergence", we can look forward to what kind of new consumption era Gome will bring to everyone.
For 35 years, Gome has always been the "weather vane" of the retail industry. From opening the first store in Beijing in the 1980s, to the first underwriting system in the 1990s, to the creation of China's home appliance retail chain model, becoming China's largest home appliance retail enterprise, implementing platform digitalization, and establishing the "home · life" strategy... Then to the newly implemented "all-retail ecological sharing platform" strategy, Gome has been changing with the times.
In terms of business performance, each change of Gome is bringing direct positive feedback to the company, which shows the sophistication of Gome's retail "big ship".
According to the 2021 half-year financial report data previously released by Gome Retail, Gome achieved revenue of more than 26 billion yuan in the first half of this year, an increase of more than 15% month-on-month, which is particularly rare in 2021, when the consumption situation is not optimistic.
More importantly, Gome has achieved more dazzling results in the online dimension, and its online platform DAU, the proportion of new visitors and other digital increases are very large, which shows that Gome has found a way to integrate online and offline.
With the upgrading of the all-retail strategy under the opportunity of the 35th anniversary, it is believed that Gome, which is already familiar with the retail field, will further enhance its core competitiveness and bring consumers a better consumer experience.