Core Insights - The convenience store industry is undergoing a transformation from being mere "supply stations" to more comprehensive "community supermarkets" as consumer habits shift towards home cooking and diverse shopping needs [1][3][6] Group 1: Industry Trends - Convenience stores are expanding their physical space and product offerings to include fresh produce, frozen foods, and ready-to-eat meals, reflecting a trend towards "supermarketization" [3][5] - The introduction of new store formats, such as the "SIP store" by 7-11 in Japan, showcases a significant increase in store size and SKU variety, with the new store being 1.8 times larger than standard locations and offering 5,300 SKUs [3][11] - Competitors like Lawson and GS25 are also adapting by increasing their fresh and frozen food selections, indicating a broader industry shift towards meeting family-oriented shopping needs [5][11] Group 2: Consumer Behavior - There is a notable change in consumer demand, with shoppers now seeking a wider range of products in a single visit, challenging the traditional convenience store model [7][9] - Consumers are increasingly asking for fresh produce and frozen foods, which puts pressure on smaller stores that previously focused on snacks and beverages [7][9] - The boundaries between convenience stores, supermarkets, and community stores are blurring, as consumers prioritize the ability to fulfill their shopping needs over the specific store type [14][16] Group 3: Operational Challenges - The shift towards larger stores and diverse product offerings is driven by the need to enhance customer spending per visit and improve store efficiency, especially as rental and operational costs rise [9][11] - Supply chain capabilities are becoming a core competitive advantage, enabling larger chains to offer a wider variety of products at competitive prices [18] - Smaller stores face challenges in sourcing fresh products and managing inventory, which can hinder their ability to compete with larger retailers [13][18] Group 4: Competitive Landscape - New retail formats, such as My Basket, are emerging as significant competitors, focusing on low-cost fresh produce and community integration, which can divert traffic from traditional convenience stores [11][13] - The competitive landscape is evolving, with non-traditional competitors posing a growing threat to established convenience store brands [18] - The industry's response to these challenges includes expanding store sizes and enhancing product offerings to retain customer loyalty and market share [19]
便利店加速“超市化”
3 6 Ke·2025-07-15 02:07