Tmall Supermarket Leading the Transformation of Traditional Retail LI Yonghe, President of Tmall Supermarket 1September 23-24, 2019 Hangzhou, ChinaReforming the “Old Town“ 旧城改造�2Reforming the “Old Town“ 旧城改造Reforming the “Old Town“ 旧城改造�3010203Market Size of Traditional Retail and Transformation Progress 旧城规模及改造进展Traditional Supermarkets Pain Points and Solutions 传统商超的痛点和解决方案Scalability and Sustainability of Taoxianda 淘鲜达模式的规模化与可持续发展�4大卖场同比年对年金额增速Hypermarket Retail Sales Annual Growth（1）2014201520162017201820194.5%2.4%0.7%0.6%5.8%-0.8%快速消费品城镇零售渠道销售额占比Fast-Moving Consumer Goods Retail Market（2014-2018）年复合增长率Compound Annual Growth Rate20142015201620172018(1)电子商务35.1%eCommerce 便利店2.0%Convenience Stores 大卖场0.6%Hypermarkets 超市/小超市1.7%Supermarkets 杂货店-5.7%Mom & Pop Shops其他3.7%Other线下零售增速放缓，电商营收规模仍持续增长，传统商超“旧城改造”市场巨大Significant Market Opportunities in Transforming Traditional RetailNote: 1.KWP & Bain, “Chinese Shoppers Report Series I” (2019).3.5%23.6%39.4%6.7%20.8%7.9%3.3%22.4%39.0%6.1%21.3%11.1%3.5%21.9%37.3%5.3%21.0%13.4%21.5%36.4%4.7%20.7%16.7%3.2%20.2%35.3%4.4%20.1%6.0%3.5%�5Note: 1.As of August 31, 2019. 淘鲜达数字化赋能线下零售商超Taoxianda Digitizes and Transforms Offline Retail Stores……�6Notes:1.As of August 31, 2019.2.Include prefectural and county-level cities as of August 31, 2019.23(1)已加入淘鲜达数字化改造的零售商超品牌Digitized Retail Brands800+(1)国内已完成数字化的门店数Digitized Retail Stores278(2)淘鲜达门店已覆盖的城市数Cities Covered淘鲜达数字化赋能线下零售商超Taoxianda Digitizes and Transforms Offline Retail Stores�7Traditional Supermarkets�Pain Points and Solutions实体商超的痛点和解决方案�8新货How to Build Supply Chain for New Products� 如何实现新商品供给？？新人How to Acquire New Consumers� 如何获取新客？？新场How to Build Efficient and Trendy Stores� 如何打造高效新潮的门店？？�9 10Efficient and Trendy Stores 更高效、更新潮的门店�10 11Note: 1. As of August 31, 2019.�11(1)800+ storesStoresCreating Online Stores: Digitization of Physical Stores Can Create Sizeable New Demand Without Affecting Daily Operations线上门店：不影响实体门店运转的前提下 规模化服务于增量客群场货架陈列Shelf Display门店货仓Store Warehouse线上导购Online Shopping Guide商品及库存可视化Management SystemStores场提供基于线上线下门店的精准市场和可视化运营赋能Provide Marketing and Operational Tools for Online & Offline Environment�12Neighborhood Consumer Cohorts 社区/办公楼用户分层Cumulative Penetration Rates累计渗透Sensitivity to Discounts 折扣敏感度Monthly Average Spending 月均消费金额Neighborhood to Stores 到店骑行距离Neighborhood Info 社区维度数据Potential Consumer Info 潜客数据Existing Consumer Info 老客数据Existing Consumer Engagement Metrics 老客活跃渗透率数据化商家运营后台Database Management SystemLBS技术为商家提供可视化门店场和精准市场Targeted Marketing Driven by Location-based TechnologiesStores场�13选购Choosing结算Paying离店Leaving在家At HomeMobile MarketingPOS MarketingMultichannel AdvertisingMultip...
