Why Does The Unmanned Convenience Frame Become A New Outlet For New Retail?

According to public data, since January 2017, more than 25 financing projects have been disclosed in the field of unmanned self-service equipment, with an accumulated amount exceeding RMB 3 billion yuan.

For a time, no one was convenient.

There is no new two draught, but relative to the large volume of the supermarket, the office buildings and offices are set up to provide convenience for the office workers to provide snacks and drinks. The threshold for admission seems to be lower, so the entrepreneurs of different backgrounds are pouring in, and behind them there are many capital figures.

Why is capital so hot that no one is convenient? What is the business model or what is behind it? How will many entrepreneurs compete against each other's capital? Will this new outlet be replayed after the hundred regiments war, or will there be a hundred schools of thought contending? Where will the future of this area of fire be?

Why is capital hot?

At present, there are many active players in the market of unmanned convenience shelves, which are supported by O2O shopping centers, which are daily superior and fresh convenience shopping, the earliest entry box (original snack e house), angel wheel financing 100 million of the star convenience, intelligent security and user behavior tracking box, CITYBOX, Rana frog, Guo Xiaomei, Yan Li Min, created by the original Ali, Juhuasuan, the original home to eat CTO Wen Zhaohui created seven koala, and small e micro shop, fresh meow, Hami technology, products, convenience, tomato convenience and so on.

In the past week, Jingdong has arrived at home and starved to announce that it has entered the battlefield of the unattended convenience frame, and began competing with many players in the horse race enclosure.

Behind the influx of players is capital.

Touted.

In the past two weeks or so, 5 unattended convenience stores have published financing information, involving a total amount of 200 million yuan or more: seven koala - A round 50 million yuan, friends box - A tens of millions of yuan, fruit Xiaomei 10 million rounds, A round 10 million yuan, sunshine music selection - Pre-A wheel 10 million yuan, and star convenience - Angel wheel 100 million yuan, Jingwei China, IDG capital, Lan Chi venture capital, nut capital, Yuan Yuan capital and other well-known investment institutions have entered the Bureau.

Taking inventory of these unmanned convenience projects, we can see that almost every project has capital backing behind them.

Then why are these big capitals competing to enter this track?

Compared with the traditional retail industry, new retail such as unmanned convenience frame has overturned the original "people goods field" trading relationship chain, so that retail channels can be covered to the nearest subdivision scene of consumers, and further get accurate consumption big data, thus improving the efficiency of retail operation more quickly.

Qian Kun, managing director of Jingwei venture capital, has said that the future retail point should be more intelligent and smaller, so as to reduce costs and get closer to users.

Chen Huilu, the founder of the unmanned convenience box, said that the earliest entry of friends box was because he had made a pilot test in the universities in Beijing in the early 2015. He realized that only by using a low-cost open retail terminal such as shelves can the sink sink to the extreme, so as to cover as many subdivision scenarios as possible, affect more people, realize the scale effect online, and finally rely on high frequency, mass and small size accurate consumption big data, so as to achieve the cost structure and marketing operation that traditional retails can not achieve.

Later, the entry of many players also showed everyone's recognition of this trend.

"We are not a selling company, but we are innovating traditional retail mode through technology and big data," Lv Guangyu said.

Yan Limin, the founder of Xiaomei, also believes that no convenient shelf is a low-cost channel to get high-value customer traffic. There may not be too big dishes in the first half. "We value the possibility of traffic realisation in the second half."

Wu Chi, executive director of blue chip ventures, once said, "office scenes are not covered in the past. Office shelves portfolio has covered new needs and new efficiencies."

Subversive mode, improved efficiency, and more sophisticated consumption data driven are all the stories that capital side likes, so it is easy to understand the popularity of venture capital.

OR hundred schools of thought contend?

Over the past six months, the emergence of unmanned convenience projects has been booming, and it is easy to think of the hundred regiment wars, takeaway wars, live broadcast wars and so on.

The development of any industry is a process of ebb and flow. At present, no convenient frame is hot, but the difficulty of competition among players has gradually emerged.

Chen Huilu, the founder of friends box, said, "open shelves seem to be a low, simple business. In fact, the chain is long and heavy, and it is essentially a retail account."

A simple group buying method, if the financing slows down, and the supply chain capability and market capability do not match, it is easy to get into the dangerous situation of capital chain breaking.

Chen Huilu said that cost control and optimization of supply chain are the main points of competition, which he believes is the advantage of the team.

Hu Shuangyong, founder of CEO, has a similar view. "The real difficulty lies in the fine operation after scale. The rise of scale will lead to an exponential increase in operational difficulty.

Every step of selection, inventory management, logistics and service should be meticulous operation and phased optimization, and more and more data and technology should be used to drive it.

At present, the industry is getting more and more intense. Many players with bright backgrounds are carrying a lot of capital into the game.

But Chen Huilu said, this is actually a good thing for the friends box team, and to win the competition with the best players, and such a victory is the most valuable and motivating team.

The capital side believes that this industry will not have a long time to contend. Wu Jia, executive director of blue chip venture capital, believes that "capital is already familiar with the law of takeaway group buying. Under the condition of more perfect infrastructure, the closing time of office unmanned retail industry will be shorter than group buying and takeaway. It may take only two or three years."

Where is the future?

At present, there are a lot of good revenue in the early stage of the unmanned convenience frame project, because of its preemptive advantages. It has maintained a rapid growth rate of nearly 100% per month, and the daily water flow is close to 200 thousand yuan.

For the future, players in the industry think that not only in retail revenue.

The seven koala CEO Wen Zhaohui believes that the future shelf will be the entrance of the flow after cutting through the low cost shelves.

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