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
数字商店还是实体店？-这位研究零售房地产趋势的分析师说，答案是两者兼而有之
- 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.
- Telsey 咨询小组 分析师达娜·泰尔西表示，实体店仍然是大多数消费公司获得新客户的最大来源。
- 而且，分析师指出，疫情消除了疫情前数字渠道和实体渠道之间的 “要么是” 的对话。
- 分析师表示，如今，在疫情过后，由于缺乏新的购物中心开发，品牌和零售商正在为A和B中心付出代价，并在各个方面拥抱实际足迹。
- 无论是开设门店，调整规模和位置，还是进行改造，改善邻近关系并为客户和员工提供更好的体验，这些公司都在全力以赴。
- 分析师认为，商店也越来越多地被用于履行数字订单，各公司都在努力推动附件的销售。
- 学院体育与户外运动有限公司分析师表示，纳斯达克股票代码：ASO）发现，在2022年，其电子商务销售额中约有一半是在网上购买的，在实体店回升，所有电子商务销售中有75％以上是通过其门店完成的。
- 卡特公司 纽约证券交易所代码：CRI）提到，在2022年，其35％的在线交易得到了商店的支持，高于去年的28％。
- 家得宝公司 纽约证券交易所代码：HD）门店在第四季度完成了该公司约45％的在线订单。
- 德卢斯控股公司 纳斯达克股票代码：DLTH）正在完成大部分直接订单；在第四季度，门店满足了近20％的直接销售需求。
- 塔吉特公司 (NYSE: TGT) 门店完成了超过 96% 的购买（店内和线上合计），其位于德克萨斯州凯蒂的新大型门店的数字配送区域是普通门店的5倍。
- 沃尔玛公司 纽约证券交易所代码：WMT）评论说，在过去两年中，商店自配送销售额增长了近两倍，每月超过10亿美元
- 分析师表示，像这样的公司 Abercrombie & Fitch 公司 （纽约证券交易所:ANF）， 梅西百货公司 （纽约证券交易所：M），以及 百思买公司 （纽约证券交易所代码：BBY）正在开设小型门店。
- 分析师认为，各公司还在测试新门店的设计并探索未来商店的概念，以增加流量和销售。
- 分析师还补充说，这些公司将农村和小型市场视为巨大的扩张机会。
译文内容由第三方软件翻译。
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