share_log

Holiday Sales Show Omnichannel Presence As Important As Ever

Holiday Sales Show Omnichannel Presence As Important As Ever

假日銷售顯示全方位渠道的存在一如既往地重要
Benzinga Real-time News ·  2021/01/26 00:31

While there was much uncertainty headed into the 2020 holiday shopping season, our thesis at Agree Realty (NYSE:ADC) that retailers with an omnichannel presence (brick-and-mortar, mobile and online) would outperform, proved correct. Many like to cite the success of eCommerce shopping, but 2020 holiday data shows that consumers engaged with both physical store fronts and digital shopping in a significant way.
Data from the National Retail Federation showed that holiday sales rose 8.3% in 2020 from the previous year. Leading sectors included home improvement stores and general merchandise, which we are proud to have largely represented as tenants of our real estate holdings.
Physical stores allow customers several purchasing options, such as buy online pick up in store (BOPIS), click and collect, and same day delivery.
Since 2010, Agree has invested billions of dollars to transform our portfolio to focus on retailers adapting into the new omnichannel world. Our full portfolio is comprised of 1,129 properties with our largest tenants including: Walmart (NYSE:WMT), Home Depot (NYSE:HD), Lowe’s (NYSE:LOW), Target (NYSE:TGT) and Best Buy (NYSE:BBY). These brands have invested significantly into their digital and brick-and-mortar presences.
As an example of the omnichannel model, let us examine Target, which reported a 17.2% increase in December sales from the previous year. Over the past several years, Target has invested more than $7 billion to refresh how it interacts with customers in store and digitally. Target thinks of its stores not only as a place for consumers to purchase goods, but also as showrooms for product discovery and locations for same day pick-up and drive-up fulfillment. Target also fulfills many of its digital purchases from their brick-and-mortar retail stores. This is what omnichannel is all about – being on-demand for all customers.
On the other end of the spectrum, brands which heavily rely on just an in-store experience fared worse this holiday season. Nordstrom reported a 22% decline in December sales while Signet Jewelers reported a flat December on a year-over-year basis. The pandemic accelerated the already occurring conversion to omnichannel experiences. As the world transitions back to a post-pandemic state, our expectation is that brands who invest in omnichannel will continue to win while those who focus on either just brick-and-mortar or just digital will fall behind.
Even eCommerce giant Amazon (NASDAQ:AMZN) embraces the omnichannel approach with physical Amazon stores and its acquisition of Whole Foods Market.
Our portfolio speaks for itself – 86% of the portfolio is comprised of national retailers, 67% of our tenants have investment grade ratings, the highest in the industry, and we boast the highest occupancy rate of our peer group at 99.8%.
See the recent interview with Agree CEO, Joey Agree, here:

雖然2020年假日購物季即將到來,但我們的論文同意房地產紐約證券交易所代碼:ADC),擁有全方位渠道(實體、移動和在線)的零售商將表現優異,事實證明是正確的。許多人喜歡提到電子商務購物的成功,但2020年假日數據顯示,消費者同時參與了實體店和數字購物。全美零售聯合會的數據顯示,2020年假日銷售額較上年增長8.3%。主要行業包括家裝商店和百貨,我們很自豪地將這兩個行業主要代表為我們房地產資產的租户。實體店為顧客提供了幾種購買選擇,如在線購買、店內提貨(BOPIS)、點擊提貨和當天送貨。自2010年以來,Agree已經投資了數十億美元來改變我們的投資組合,專注於零售商適應新的全方位渠道世界。我們的全部產品組合由1,129處物業組成,最大的租户包括:沃爾瑪紐約證券交易所代碼:WMT), 家得寶紐約證券交易所代碼:高清), 勞氏紐約證券交易所代碼:), 目標紐約證券交易所代碼:TGT)和百思買紐約證券交易所代碼:BBY)。這些品牌在數字和實體業務上投入了大量資金。作為全渠道模式的一個例子,讓我們來看看Target,該公司報告稱,12月份的銷售額比去年同期增長了17.2%。在過去的幾年裏,塔吉特已經投資了超過70億美元,以更新其在商店和數字環境下與客户互動的方式。塔吉特認為其門店不僅是消費者購買商品的地方,也是產品發現的展廳和當天提貨和開車送貨的地點。塔吉特還從他們的實體零售店完成了許多數字購物。這就是全方位渠道的意義所在--為所有客户提供按需服務。在光譜的另一端,嚴重依賴店內體驗的品牌在這個假日季表現更差。諾德斯特龍(Nordstrom)報告12月份銷售額下降22%,而西格網珠寶商(Signet珠寶商)報告12月份銷售額同比持平。這場大流行加速了已經在進行的向全方位體驗的轉變。隨着世界回到大流行後的狀態,我們的預期是,投資於全方位渠道的品牌將繼續獲勝,而那些只專注於實體或數字的品牌將落後。即使是電商巨頭亞馬遜(納斯達克:AMZN)通過亞馬遜實體店和對全食超市(Whole Foods Market)的收購,採用了全方位的方法。我們的投資組合不言而喻-86%的投資組合由全國零售商組成,67%的租户擁有投資級評級,是業內最高的,我們的入住率為99.8%,是同行中最高的。請看最近對Agree首席執行官喬伊·賽義德的採訪,點擊此處:

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論