海尔专卖店深化数字转型实现80%统仓ToC

Core Insights - The traditional offline home appliance market is facing significant challenges in 2025, including long inventory turnover periods, high capital occupation, and inventory backlog. Haier's specialty stores propose the "Unified Warehouse ToC" model as a solution [1][3] - Haier's specialty stores reported overall retail growth despite market conditions, with over 80% of county customers adopting the Unified Warehouse ToC model and adding more than 2,800 new touchpoints throughout the year [1][3] Group 1 - The "Unified Warehouse ToC" model addresses inventory and capital issues for stores by providing four guarantees: stocking, delivery, service, and settlement, along with four certainties: products, policies, fulfillment, and revenue, leading to cost reduction and efficiency improvement [3] - In 2025, the Unified Warehouse ToC model achieved an average sales expense rate optimization of 1.1 percentage points year-on-year, a 14.7% improvement in product SKU efficiency, and a 10% enhancement in order response cycles [3] - Operational data from Haier's specialty stores confirm the effectiveness of the Unified Warehouse ToC model, with a specific store in Fuzhou achieving a 96% order share through this model and saving over 300,000 yuan in costs [3] Group 2 - Haier's specialty stores are set to further transform their business model through the Unified Warehouse ToC, with plans to launch additional service functions such as direct delivery and cross-border logistics in the first half of 2026 [3][5] - The ongoing implementation of the Unified Warehouse ToC model is expected to liberate offline stores from inventory management pressures, enhancing retail vitality and driving the evolution of business models towards greater digital efficiency [5]