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重回“三尺柜台”,京东在想什么?
虎嗅APP·2025-06-17 13:12

Core Viewpoint - JD MALL's innovative offline retail model is reshaping the landscape of physical shopping, leveraging nearly 30 years of online experience to create a vibrant consumer environment that caters to diverse demographics and enhances local economic activity [2][12]. Group 1: Store Performance and Consumer Engagement - On its opening day, JD MALL Beijing's Dawangjing store attracted over 10,000 visitors within the first hour and achieved sales exceeding 10 million yuan within two hours, with over 100,000 visitors in the first two days [1][3]. - The store features a variety of brands, including Casarte, Hisense, Midea, Huawei, and Vivo, with several brands achieving daily sales exceeding 1 million yuan [1]. Group 2: Unique Retail Experience - JD MALL offers a new immersive shopping experience, combining product display with artistic design and advanced technology, appealing to all age groups [4][5]. - The store addresses common pain points in traditional retail, such as product selection difficulties and lack of transparency in pricing, by providing a more engaging and user-friendly environment [5][12]. Group 3: Targeted Consumer Strategies - JD MALL focuses on user needs and pain points, adjusting product displays and offerings accordingly, such as creating a 45cm ultra-thin refrigerator for small apartments and developing senior-friendly products [5][11]. - The store incorporates a "lightning new products" section and a cross-border product experience area, attracting a younger demographic and enhancing the shopping experience [7][12]. Group 4: Integration of Technology and Services - JD MALL employs a digital omnichannel strategy, ensuring consistent pricing and availability across online and offline platforms, which enhances customer engagement and reduces operational costs [11][12]. - The presence of experience and proposal specialists in stores helps to alleviate consumer decision-making pain points, improving conversion rates [10][11]. Group 5: Broader Market Trends - The retail landscape is undergoing structural changes, with traditional department stores facing challenges such as aging customer bases and operational rigidity, leading to the closure of over 35 department stores since 2022 [12][13]. - JD MALL's model exemplifies a shift towards consumer experience-centric retail, integrating online and offline data to redefine the relationship between consumers and products [13][14].