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即时零售要的不是“快仓”,而是“对的供给”
Sou Hu Cai Jing· 2025-12-12 05:35
作者丨赵天舒 整理丨新经销 在美团体系中,闪电仓是承接即时零售需求的一条核心基础设施。美团闪购便利店闪电仓闪电帮帮运营团队牵头搭建了B端采购平台"闪电帮帮",该团队负 责人长期与品牌方、经销商、服务商和仓店紧密协同,对一线供给问题有着非常直接的体感。 在本次"即时零售供给高峰论坛"上,并未泛泛而谈风口、机会,而是聚焦在一个更务实的问题:品牌要真正把闪电仓渠道做稳、做大,必须补上"四堂必修 课"。 为帮助更多读者深入理解这一领域的最新动向,特此整理美团闪购便利店闪电仓闪电帮帮运营负责人在论坛上的分享内容,呈现给大家。 从"30分钟送达"到"场景化供给" 在多数人的理解中,即时零售首先意味着"30分钟送达"、"就近发货"。但以美团闪电仓为代表的新业态,正在把竞争焦点从"更快"推向"更准"。 美团闪电仓是一种围绕线上需求重构的前置仓形态:仓即是店、店即是仓,选址、货盘、运营都以线上订单效率为核心。规划中,到2027年,闪电仓门店数 目标约10万家,对应2000亿元左右的交易规模,已成为快消品牌无法回避的增量渠道。 从消费侧看,闪电仓触达的主要以18~35岁人群为主,00后、95后、90后占比高。这一代消费者高度线上 ...
专访美团闪电仓“闪电帮帮”迭代背后是3个即时零售生意的新机会
Sou Hu Cai Jing· 2025-08-26 19:05
Core Insights - Meituan's instant retail platform, Meituan Flash Purchase, is undergoing a significant upgrade with the launch of its new service platform "Flash Help" to enhance its product and service system [1][3] - The upgrade aims to support the growth of flash warehouse merchants and improve the overall supply chain efficiency, moving away from price competition to a focus on operational excellence and differentiated product offerings [3][4] Group 1: Supply Chain and Merchant Support - The competitive landscape for flash warehouse merchants has intensified, requiring them to focus on operational efficiency and supply chain capabilities rather than just acquiring traffic [4][6] - Meituan Flash Purchase's research indicates that convenience store-type warehouses may need to connect with thousands of suppliers, highlighting the complexity of daily operations [4][5] - The "Flash Help" platform aims to provide systematic solutions to support the ecosystem's health and sustainability by enhancing the capabilities of service providers [6][9] Group 2: Business Opportunities in Instant Retail - The rise of instant retail creates three new business opportunities: 1. Service providers (or pallet merchants) can establish themselves by offering multidimensional services to flash warehouse merchants, including product selection and after-sales support [12][13] 2. Brand owners can leverage instant retail to expand their market presence, utilizing high-quality service providers to efficiently distribute products and gather consumer data [16][17] 3. Small and medium-sized flash warehouse merchants can benefit from the operational support provided by "Flash Help," allowing them to focus on business management rather than logistics [18][19] Group 3: Platform Evolution and Market Dynamics - The core competitive advantage in the instant retail sector is shifting from rapid market entry to the ability to organize a responsive and low-loss supply chain network [20] - The evolution of service providers from simple suppliers to integral operational partners is crucial for enhancing the resilience of flash warehouse merchants in a competitive environment [22][23] - The launch of "Flash Help" represents a significant step in Meituan Flash Purchase's efforts to streamline supply chain management and improve the overall retail ecosystem [23]