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纵腾集团李聪:美国零售业加速洗牌,供应链竞争打响时效之战
Nan Fang Du Shi Bao· 2025-06-26 07:36
Group 1 - The core theme of the event was the transformation of global retail and supply chains, highlighting the challenges faced by traditional retailers in the U.S. due to high interest rates, tariff costs, and inventory reduction pressures [3][4] - Many traditional retailers, such as Walmart and Home Depot, are experiencing significant cash flow issues and high debt levels, which hinder their ability to stock up and respond to market fluctuations, leading to an accelerated industry reshuffle [3][4] - The competition logic in e-commerce has fundamentally shifted from merely being "cheaper" to "cheaper and faster," presenting a historic opportunity for online sellers to capture market share [3][4] Group 2 - Amazon's logistics strategy, particularly its "distributed warehouse" model, has redefined competition by focusing on "inventory proximity" rather than just product pricing, emphasizing the importance of delivery speed and cost efficiency [4] - Cross-border sellers are advised to prioritize cash flow management and prepare for strategic contraction in the short term, while in the long term, they should embrace changes by establishing local buffer warehouses and optimizing multi-regional warehouse layouts [4] - The company, Zongteng Group, has over 2.3 million square meters of overseas warehouses and is investing in robotic smart warehouses to enhance efficiency and reduce costs, aligning with the future trends of supply chains [4][5]