Digital Or Physical Stores? - The Answer Is Both, Says This Analyst Looking On Retail Real Estate Trends
Digital Or Physical Stores? - The Answer Is Both, Says This Analyst Looking On Retail Real Estate Trends
數字商店還是實體店？-答案是兩個，這位分析師說，尋找零售房地產趨勢
- Telsey Advisory Group analyst Dana Telsey said physical stores remain the greatest source of new customer acquisition for most consumer companies.
- And, the pandemic removed the pre-pandemic conversation of "either or" between digital and physical channels, noted the analyst.
- Today, post-pandemic, with the lack of new shopping center development, brands and retailers are paying up for A and B centers and embracing the physical footprint in all aspects, said the analyst.
- Whether it be store openings, with adjustments being made to size and location, or remodels, with improved adjacencies and a better experience for the customer and the staff, the companies are doing all.
- Store also are increasingly being used for fulfillment of digital orders, with companies working to drive attachment sales, opined the analyst.
- Academy Sports And Outdoors, Inc.(NASDAQ:ASO) saw that in 2022, approximately half of its e-commerce sales bought online, picked up in store, and over 75% of all e-commerce sales were fulfilled through its stores, said the analyst.
- Carter's Inc (NYSE:CRI) mentioned that in 2022, 35% of its online transactions were supported by stores, up from 28% last year.
- Home Depot Inc (NYSE:HD) stores fulfilled approximately 45% of the company's online orders in the fourth quarter.
- Duluth Holdings Inc (NASDAQ:DLTH) are fulfilling a large portion of direct orders; during the fourth quarter, the stores fulfilled close to 20% of direct sales demand.
- Target Corporation (NYSE:TGT) stores fulfill over 96% of all purchases (combined in-store and online), and its new large format store in Katy, Texas, has a digital fulfillment area that is 5 times larger than the average store.
- Walmart Inc (NYSE:WMT) commented that over the last two years, store fulfilled delivery sales have nearly tripled, reaching over $1 billion each month
- The analyst said companies like Abercrombie & Fitch Company (NYSE:ANF), Macy's Inc (NYSE:M), and Best Buy Co Inc (NYSE:BBY) are opening smaller stores.
- Companies are also testing on new store designs and exploring store of the future concept to drive traffic and sales, opined the analyst.
- The analyst also added that the companies see rural and smaller markets as an enormous expansion opportunities.
- 特爾西諮詢小組 分析師 Dana Telsey 表示，對於大多數消費者公司來說，實體店仍然是新客戶收購的最大來源。
- 分析師指出，大流行消除了數字和物理渠道之間「或」的大流行前對話。
- 分析師表示，在大流行後，由於缺乏新的購物中心開發，品牌和零售商正在為 A 和 B 中心付出代價，並在各個方面擁抱實際足跡。
- 無論是開店，調整規模和位置，還是改造，與改進的鄰接和為客戶和員工提供更好的體驗，公司都在做所有事情。
- 商店也越來越多地被用於履行數字訂單, 與公司努力推動附件銷售, 認為分析師.
- 學院體育和戶外活動公司（NASDAQ：ASO）看到，2022 年，大約有一半的電子商務銷售在線購買，在商店購買，並且超過 75％ 的電子商務銷售是通過其商店實現的，分析師說。
- 卡特公司 紐約證券交易所代碼：CRI）提到，2022 年，其在線交易中有 35％ 得到商店的支持，比去年的 28％ 有所增加。
- 家得寶公司 (NYSE: HD) 商店在第四季完成了約 45% 的線上訂單。
- 德盧斯控股 （NASDAQ：DLTH）正在履行大部分直接訂單；在第四季度，這些商店滿足了接近 20％ 的直銷需求。
- 目標公司 (NYSE: TGT) 商店滿足超過 96% 的商店（店內和線上合併），而其位於德州 Katy 的全新大型商店擁有比一般商店大 5 倍的數位履行區域。
- 沃尔玛 紐約證券交易所代碼:WMT) 評論說，在過去兩年中，店鋪的交付銷售額增長了近三倍，每月達到 10 億美元以上
- 分析師表示，公司喜歡 阿伯克龍比惠譽 公司 (紐約證交所:ANF), 梅西百貨公司 (紐約證券交易所代碼:M), 和 百思買公司 紐約證券交易所代碼：BBY）正在開設較小的商店。
- 公司也在測試新的商店設計和探索未來概念的商店，以推動交通和銷售, 認為分析師.
- 該分析師還補充說，這些公司將農村和較小的市場視為巨大的擴張機會。
譯文內容由第三人軟體翻譯。
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