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别怀疑,欧洲巨头EDEKA就是中国经销商十年后的样子
Sou Hu Cai Jing·2025-11-04 07:36

Core Viewpoint - The traditional operating logic of distributors in China's fast-moving consumer goods (FMCG) sector is collapsing as the market shifts from growth to saturation, requiring distributors to evolve from mere suppliers to efficient demand-supply system controllers [1][2][4][5]. Group 1: Market Transition - The market has entered a phase of stock competition, characterized by saturated channels, homogeneous products, and declining profits [3]. - Distributors are not becoming unimportant but must transform into a different entity, moving from being suppliers to becoming demand-supply system controllers [4][5]. Group 2: EDEKA as a Model - EDEKA, a German retail group, exemplifies the future evolution of distributors, having transitioned from a cooperative of small grocery stores to a leading retail group with over 11,000 stores and sales exceeding €75 billion, capturing nearly 25% of Germany's food retail market [7][11]. - EDEKA's success lies in its unique operational model that integrates retail perception with supply chain control, focusing on efficiency rather than scale [11]. Group 3: Lessons for Chinese Distributors - EDEKA provides three key insights for Chinese distributors: 1. Transition from channel distributors to "zero-supply integration" system operators, emphasizing the need to manage both supply and demand effectively [12][13]. 2. Shift from earning "price differences" to "efficiency differences," with EDEKA achieving over 30% higher inventory turnover efficiency through a digital supply chain system [15][16]. 3. Move from brand dependency to brand co-creation, with EDEKA selling both major brands and its private label products, which account for 30% of sales, enhancing profit margins and consumer loyalty [18][20]. Group 4: Future of Distribution - The concept of "zero-supply integration" is essential for future success, where efficiency will dictate market control, moving away from reliance on resources and relationships to a focus on systems and digital collaboration [22][23]. - In the evolving FMCG landscape, channels will become platforms, brands will act as co-creators, and distributors will transform into connectors, emphasizing the importance of supply chain efficiency in generating retail profits [24][25].