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实探大张对垒盒马:价格肉搏+供应链死磕 一场不得不赢的转型战

韩志鹏 2025/11/14 11:13
韩志鹏 2025/11/14 11:13

邦小白快读

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文章聚焦于洛阳零售竞争的核心变化和实操干货。

总1: 大张与盒马的价格肉搏表现明显

1. 长申超市的复合果汁1L促销价11.9元,对比盒马13.9元;精酿啤酒1L售价7.9元 vs 盒马13.9元;榴莲千层42.8元 vs 盒马49.9元,体现了大张的低价策略。

2. 生鲜品类如粉西红柿10.8元/1000g vs 盒马7.99元/1000g,猪前排12.8元/400g vs 盒马12.9元/400g,部分商品定价接近但大张整体更优惠。

总2: 大张的运营调整应对竞争

1. 线上服务升级:小程序开通到家里配送,3公里30分钟送达,满49元免运费,绑定抖音团购特价,并通过直播带货抢占线上入口。

2. 商品细节优化:针对火锅季场景加贴“炫火锅”标签;自营商品统一标签“长申自有,至醇质优”,部分单品设独立堆头突出陈列。

3. 门店焕新行动:入口处、烘焙区和餐饮区围挡装修,推出新标语“精品不贵,有滋有味”,强化品牌形象。

总3: 区域竞争的新动向

1. 新玩家加入:盒马首店开业引发限流,567鲜生超市转型为“餐超”体验,避开大张密集区形成错位竞争。

2. 大张扩张计划:在郑州锦艺城开第二家长申超市,增加现烤烘焙品类,同时签约洛阳多个物业贴近盒马辐射圈。

文章揭示了品牌营销、定价和产品研发的干货内容。

总1: 品牌定位和营销策略

1. 大张推出新标语“精品不贵,有滋有味”强化低价优质形象,针对盒马攻势调整品牌定位。

2. 商品季节性营销:针对盒马的火锅季,大张在精酿啤酒和果汁下方加贴“炫火锅”标签,适配秋冬消费需求,提升场景化销售。

3. 线上渠道绑定:通过抖音团购特价标注和开业直播带货,挖掘本地流量,实现多渠道渗透。

总2: 定价竞争和产品开发

1. 直接对标盒马定价:大张自营商品如精酿啤酒售价7.9元对比盒马13.9元,果汁11.9元对比12.9元,体现价格战策略。

2. 自营商品陈列强化:统一贴标签“长申自有”,热门单品设独立堆头,提升品牌辨识度;但商品丰富度不足,如烘焙仅常规款,对比盒马特色单品(如奥利奥瑞士卷)。

3. 研发动向:大张计划三年内提升自有品牌销售占比至35%,增加网红甜品;盒马依托中央厨房深度合作供应商(如糖盒科技),打造垂直供应链。

总3: 消费趋势和用户行为

1. 年轻消费者偏好:盒马推出小众口味果汁(如红毛丹)和果味啤酒,强调新奇感,吸引网红打卡;大张缺乏此创新。

2. 需求分化:秋冬火锅场景需求增加,推动商品标签优化;线上便捷配送服务反映用户追求快速购物的趋势。

文章提供了市场机会、应对措施和风险提示的干货内容。

总1: 市场增长和消费需求变化

1. 新玩家入局:盒马洛阳首店订单破万单,567鲜生转型为餐超体验,聚焦高铁站区域错位竞争,开辟新增长点。

2. 消费需求:火锅季商品标签调整响应季节需求;线上配送服务满足即时购物需求;年轻化商品如网红甜品增加需求空间。

总2: 正面应对措施和可学习点

1. 大张线上布局:小程序快速上线,30分钟配送满49免运;抖音团购和直播带货抢占流量,化解盒马线上优势。

2. 定价策略:自营商品直接对标低价(如榴莲千层42.8元),通过促销标签(如8.5元果汁)提升性价比。

3. 商品优化:动态淘汰机制清理销售排名后10%的SKU;提升自营占比计划,如烘焙增加网红款,强化供应链效率。

总3: 风险提示和机会点

1. 竞争风险:盒马商品丰富度高(如特色烘焙),导致大张在差异化不足;区域新势力(如山姆郑州开店)加剧竞争,可能侵蚀市场份额。

2. 机会提示:市场空位如567鲜生避让老城区,提供错位发展机会;大张扩张郑州新店直接对垒盒马,测试零售整合能力。

3. 可借鉴商业模式:盒马垂直供应链合作(如湖州特思拉啤酒),大张自营授权模式可升级深度合作,优化供应链。

文章揭示了产品生产、设计需求和相关商业机会的干货内容。

总1: 生产设计需求和供应链启示

1. 自营商品设计:大张盛德美系列采取“商标授权、贴标供应”模式,供应商如河南华怡食品(瑞士卷)、安徽省糕乐会(榴莲千层),设计常规缺乏创新;盒马则与合作方如糖盒科技定制特色单品,体现深度定制需求。

2. 生产优化:大张计划增加网红甜品提升自营占比,要求工厂开发年轻化产品;盒马垂直供应链(如精酿鲜啤合作湖州特思拉)启示生产端整合必要性。

总2: 电商推进机会和数字化转型

1. 商品线上化需求:大张利用抖音团购特价标注,通过直播带货推动数字化销售,工厂需适应线上促销模式。

2. 供应链效率提升:盒马全国资源结合本地供应商(如郑州盒马网络),大张本地直连农户与品牌(如芸岭鲜生),启示工厂本地化合作降低成本。

总3: 商业机会启发

1. 新零售合作空间:大张自营商品占比提升计划(如烘焙品类),提供工厂定制化订单机会;盒马差异化商品矩阵(如小众果汁)要求创新设计能力。

2. 风险规避点:大张动态淘汰机制暗示工厂需确保产品质量和销售表现;区域竞争升温如567鲜生餐超模式,开放新市场入口。

文章阐述了行业趋势、新技术应用和解决方案的干货内容。

总1: 行业发展趋势和客户痛点

1. 竞争加剧趋势:洛阳市场新玩家如盒马、567鲜生入局,零售业态快速迭代;北方区域(如石家庄盒马)竞争升温,行业转向多元化对抗。

2. 客户痛点:大张自营商品丰富度不足,对比盒马新奇商品(如特色烘焙)暴露差距;线上服务需求增长,传统零售商如大张需数字化升级。

总2: 技术应用和解决方案启发

1. 线上化技术:长申超市小程序实现30分钟快速配送,绑定抖音团购和直播带货,提供流量抓取方案;盒马到家服务示范高效线上布局。

2. 供应链优化技术:盒马垂直供应链合作(如糖盒科技)整合中央厨房,大张本地直连模式可升级为深度参与式合作,解决商品力短板。

总3: 实际方案启示

1. 客户需求响应:针对季节性场景如火锅季标签调整,服务商可提供营销自动化方案;新玩家567鲜生餐超模式强调烟火气,启示服务整合方案。

2. 风险缓解方案:大张动态淘汰机制清退低效SKU,服务商可推出数据驱动决策工具;区域竞争升温如盒马招商本地供应商,启示本地化服务部署。

文章揭示了平台需求、运营管理和风险规避的干货内容。

总1: 平台操作和运营管理

1. 线上平台建设:长申超市小程序推出30分钟配送服务,满49免运费;绑定抖音团购特价,人工核销和直播带货强化平台流量入口。

2. 商品管理实践:大张自营商品统一标签“长申自有”,部分设独立堆头;盒马集中陈列自营品类如精酿啤酒,平台招商需多样化供应商。

总2: 平台需求和问题解析

1. 市场对平台需求:价格肉搏要求平台低价机制(如促销标签8.5元果汁);盒马线上首日万单订单凸显高效配送系统需求。

2. 风险规避策略:区域竞争加剧如567鲜生错位布局,平台招商需分散风险;大张签约多物业应对盒马辐射圈,启示平台选址优化。

总3: 最新做法和启示

1. 运营优化点:大张计划郑州新店增加现烤烘焙区域,强化烟火气;盒马推出免费热水、自助微波炉等服务,提升平台吸引力。

2. 可学习模式:盒马垂直供应链整合不同渠道(如超盒算NB);大张小程序配送门槛与盒马一致(满49免运),启示统一标准管理。

3. 风向提示:新零售势力入局如山姆郑州开店,平台需强化商品差异化规避同质化竞争。

文章提供了产业动向、新问题和商业模式的干货内容。

总1: 产业新动向和政策启示

1. 区域竞争升温:洛阳市场盒马、567鲜生等新玩家入局,导致零售迭代;北方多地如石家庄盒马新店扩张,现象显示外来力量挑战本地老牌商超。

2. 转型新问题:大张从“社区菜篮子”向“品质生活服务商”转型中,商品力不足(如常规烘焙 vs 盒马特色)、供应链授权模式浅层,引发效率改革难点。

总2: 商业模式对比和启示

1. 零售模式差异:盒马依托全国供应链和垂直合作(如糖盒科技、湖州特思拉),实现商品高度差异化;大张自营“商标授权”模式依赖外部供应商(如河南华怡食品),商业效率较低。

2. 政策建议启发:零售竞争加剧倒逼内部变革,如大张动态淘汰机制清退低销SKU;平台线上化(如抖音绑定)启示监管需适应新零售规则。

总3: 转型启示和前景分析

1. 商业模式演变:大张计划提升自营商品占比至35%,学习盒马取消进场费等做法;567鲜生餐超模式错位竞争,提供区域市场细分策略范例。

2. 长周期挑战:传统商超如大张需激进数字化变革,过程难免试错;零售“变则通”原理凸显在洛阳零售战例中的普遍适用性。

3. 研究价值点:新旧玩家博弈(如价格战、供应链竞争)为区域零售提供样本;商品力差距(丰富度 vs 新奇度)指向未来研究方向。

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Quick Summary

The article analyzes key shifts in Luoyang's retail competition and practical strategies.

Key Takeaway 1: Intense price competition between Dazhang and Hema is evident.

1. Longshen Supermarket offers 1L compound juice for 11.9 yuan (vs. Hema's 13.9 yuan), 1L craft beer for 7.9 yuan (vs. 13.9 yuan), and durian mille crepe for 42.8 yuan (vs. 49.9 yuan), demonstrating Dazhang's low-price strategy.

2. In fresh produce, pink tomatoes are 10.8 yuan/1000g (vs. Hema's 7.99 yuan/1000g) and pork ribs are 12.8 yuan/400g (vs. 12.9 yuan/400g). While some prices are close, Dazhang is generally more affordable.

Key Takeaway 2: Dazhang implements operational adjustments to counter competition.

1. Online service upgrades: Its mini-program now offers 30-minute home delivery within 3 km with free shipping for orders over 49 yuan. It also leverages Douyin group buys and live-streaming to capture online traffic.

2. Product display optimization: Items are tagged with "Hot Pot Season" labels; private-label products feature unified "Longshen Own Brand, Premium Quality" tags, with key items highlighted in standalone displays.

3. Store renovations: Entryways, bakery, and dining areas are being remodeled, supported by a new slogan, "Quality without the high price, full of flavor," to strengthen brand image.

Key Takeaway 3: New dynamics emerge in regional competition.

1. New entrants: Hema's first store in Luoyang drew crowds requiring traffic control, while 567 Fresh Supermarket pivoted to a "dining-supermarket" model, avoiding direct competition with Dazhang's dense locations.

2. Dazhang's expansion: It plans to open a second Longshen store in Zhengzhou's Jinyi City, adding fresh-baked goods, and has secured multiple properties in Luoyang near Hema's influence zones.

The article reveals insights on brand marketing, pricing, and product development.

Key Takeaway 1: Brand positioning and marketing strategies.

1. Dazhang adopts the slogan "Quality without the high price, full of flavor" to reinforce its value proposition, adjusting its positioning against Hema's push.

2. Seasonal marketing: It adds "Hot Pot Season" tags to craft beer and juice to align with autumn/winter demand, boosting contextual sales.

3. Online channel integration: Douyin group buys and launch live-streams tap into local traffic for multi-channel penetration.

Key Takeaway 2: Pricing competition and product development.

1. Direct price matching: Dazhang's private-label craft beer is priced at 7.9 yuan (vs. Hema's 13.9 yuan) and juice at 11.9 yuan (vs. 12.9 yuan), reflecting a price-war tactic.

2. Private-label enhancement: Products feature unified "Longshen Own Brand" tags, with popular items in standalone displays to boost recognition; however, assortment depth lags, e.g., basic baked goods vs. Hema's unique items like Oreo rolls.

3. R&D trends: Dazhang aims to increase private-label sales to 35% in three years, adding trendy desserts; Hema leverages central kitchens and deep supplier partnerships (e.g., Tanghe Tech) for a vertical supply chain.

Key Takeaway 3: Consumer trends and user behavior.

1. Youth preferences: Hema offers niche juices (e.g., rambutan) and fruit beers for novelty, attracting social media buzz; Dazhang lacks such innovation.

2. Demand segmentation: Rising hot pot season demand drives labeling optimizations; online quick delivery reflects the trend for instant shopping.

The article provides market opportunities, countermeasures, and risk alerts.

Key Takeaway 1: Market growth and shifting consumer demand.

1. New entrants: Hema's Luoyang debut saw over 10,000 orders, while 567 Fresh Supermarket's "dining-supermarket" model targets高铁站 areas for differentiated competition, creating new growth pockets.

2. Consumer demand: Hot pot season labels respond to seasonal needs; online delivery meets instant shopping demands; youthful products like viral desserts expand addressable markets.

Key Takeaway 2: Proactive measures and learnings.

1. Dazhang's online push: Its mini-program enables 30-minute delivery with free shipping over 49 yuan; Douyin group buys and live-streaming counter Hema's online edge.

2. Pricing strategy: Private-label items directly undercut rivals (e.g., durian mille crepe at 42.8 yuan), with promotional tags (e.g., 8.5 yuan juice) enhancing value perception.

3. Product optimization: A dynamic SKU culling mechanism removes bottom 10% performers; plans to boost private-label share, e.g., adding trendy baked goods, improve supply chain efficiency.

Key Takeaway 3: Risks and opportunities.

1. Competition risks: Hema's broader assortment (e.g., unique baked goods) highlights Dazhang's differentiation gap; regional rivals like Sam's Club in Zhengzhou may erode market share.

2. Opportunities: 567 Fresh's avoidance of old city centers offers niche expansion potential; Dazhang's Zhengzhou expansion tests retail integration capabilities against Hema.

3. Model insights: Hema's vertical supply chain partnerships (e.g., Huzhou Tesla Beer) suggest upgrades to Dazhang's asset-light授权 model for deeper collaboration.

The article reveals product design needs, supply chain insights, and business opportunities.

Key Takeaway 1: Production design demands and supply chain implications.

1. Private-label design: Dazhang's Shengdemei series uses a "trademark licensing, labeled supply" model with suppliers like Henan Huayi Food (Swiss rolls) and Anhui Gaolehui (durian mille crepe), offering conventional designs; Hema co-develops unique items with partners like Tanghe Tech, highlighting deep customization needs.

2. Production optimization: Dazhang's plan to add trendy desserts for higher private-label share requires factories to develop youth-oriented products; Hema's vertical chain (e.g., craft beer with Huzhou Tesla) underscores integrated production.

Key Takeaway 2: E-commerce opportunities and digital transformation.

1. Online product needs: Dazhang uses Douyin group buys and live-streaming to drive digital sales, requiring factories to adapt to online promotion models.

2. Supply chain efficiency: Hema's national resources combined with local suppliers (e.g., Zhengzhou Hema Network) and Dazhang's direct farm/brand links (e.g., Yunling Fresh) highlight localized cooperation to cut costs.

Key Takeaway 3: Business opportunity insights.

1. New retail collaboration: Dazhang's private-label expansion (e.g., baked goods) opens custom order opportunities; Hema's differentiated matrix (e.g., niche juices) demands innovative design capabilities.

2. Risk mitigation: Dazhang's SKU culling mechanism implies factories must ensure quality and sales performance; regional competition (e.g., 567 Fresh's model) opens new market entry points.

The article outlines industry trends, technology applications, and solution insights.

Key Takeaway 1: Industry trends and client pain points.

1. Competition intensification: New entrants like Hema and 567 Fresh in Luoyang drive rapid retail evolution; northern markets (e.g., Shijiazhuang Hema) face similar pressures, shifting toward diversified rivalry.

2. Client pain points: Dazhang's limited private-label assortment vs. Hema's novelty items (e.g., unique baked goods) exposes gaps; growing online service demand pressures traditional retailers like Dazhang to digitize.

Key Takeaway 2: Technology applications and solution inspirations.

1. Online tech: Longshen's mini-program enables 30-minute delivery, integrated with Douyin group buys and live-streaming for traffic capture; Hema's home delivery exemplifies efficient online layouts.

2. Supply chain tech: Hema's vertical partnerships (e.g., Tanghe Tech) integrate central kitchens; Dazhang's local direct-sourcing model could evolve into deeper collaborations to address product weaknesses.

Key Takeaway 3: Practical solution insights.

1. Client needs: Seasonal场景 like hot pot labels suggest marketing automation solutions; 567 Fresh's "dining-supermarket" model emphasizes ambiance, inspiring integrated service packages.

2. Risk mitigation: Dazhang's SKU culling mechanism calls for data-driven decision tools; regional competition (e.g., Hema sourcing locally) highlights localized service deployment needs.

The article reveals platform needs, operational management, and risk mitigation strategies.

Key Takeaway 1: Platform operations and management.

1. Online platform build-out: Longshen's mini-program offers 30-minute delivery with free shipping over 49 yuan; Douyin group buys, manual verification, and live-streaming strengthen traffic acquisition.

2. Product management: Dazhang's private-label items use unified "Longshen Own Brand" tags, with key products in standalone displays; Hema clusters its brands (e.g., craft beer), necessitating diverse supplier recruitment.

Key Takeaway 2: Platform demands and issue analysis.

1. Market needs: Price wars require low-price mechanisms (e.g., 8.5 yuan juice tags); Hema's 10,000-order debut highlights demand for efficient delivery systems.

2. Risk mitigation: Regional competition (e.g., 567 Fresh's differentiated layout) requires diversified supplier recruitment to分散 risk; Dazhang's multi-property signings near Hema zones inform optimal platform选址.

Key Takeaway 3: Latest practices and insights.

1. Operational optimizations: Dazhang's Zhengzhou store will add fresh-baked sections for ambiance; Hema offers free hot water and self-service microwaves to enhance appeal.

2. Learnable models: Hema's vertical chain integrates channels (e.g., Chaohe Suan NB); Dazhang's delivery threshold mirrors Hema's (49 yuan minimum), suggesting standardized management.

3. Trends: New retail entrants like Sam's Club in Zhengzhou require platforms to emphasize differentiation to avoid homogenization.

The article provides industry movements, emerging issues, and business model insights.

Key Takeaway 1: Industry dynamics and policy implications.

1. Regional competition heating up: New entrants like Hema and 567 Fresh in Luoyang accelerate retail iteration; expansion in northern cities (e.g., Shijiazhuang Hema) shows external forces challenging local incumbents.

2. Transformation challenges: Dazhang's shift from "community grocer" to "lifestyle service provider" faces product weaknesses (e.g., conventional baked goods vs. Hema's unique items) and shallow supply chain授权, highlighting efficiency reform hurdles.

Key Takeaway 2: Business model comparisons and implications.

1. Retail model differences: Hema leverages national supply chains and vertical partnerships (e.g., Tanghe Tech, Huzhou Tesla) for high differentiation; Dazhang's "trademark licensing" model relies on external suppliers (e.g., Henan Huayi Food), yielding lower efficiency.

2. Policy insights: Intensifying competition forces internal reforms, e.g., Dazhang's SKU culling mechanism; platform digitalization (e.g., Douyin integration) suggests regulatory adaptation to new retail rules.

Key Takeaway 3: Transformation insights and前景 analysis.

1. Model evolution: Dazhang plans to raise private-label share to 35%, adopting Hema's fee-free entry approach; 567 Fresh's "dining-supermarket" model offers a niche strategy case study.

2. Long-term challenges: Traditional retailers like Dazhang require aggressive digital transformation, inevitably involving trial and error; the "adapt or stagnate" principle is evident in Luoyang's retail battle.

3. Research value: Rivalry between incumbents and newcomers (e.g., price wars, supply chain competition) provides a regional retail sample; the product gap (assortment breadth vs. novelty) points to future research directions.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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九月末,洛阳依然秋雨绵绵,却丝毫浇不灭本地零售市场的竞争热度。核心商圈内,长申国际与涧西万达隔街相望,这场“热闹”的源头,正是两家超市的正面交锋。

9月26日,盒马鲜生洛阳首店落地涧西万达,开业期间“榴莲特惠”的摊位直接外摆在商场门口;街对面,洛阳零售“龙头”大张实业旗下长申超市恰好同步开启十周年庆典,从9月底到十一假期都在户外举办“试吃”活动。

虽然现在两家门店不再通过外摆摊位直接对决,但洛阳零售竞争的战火仍未消退。

竞争的双方,一边是洛阳本地的区域零售龙头——河南大张实业,2024年凭借89家门店(含大张超市、长申超市、盛德美等业态)构建起密集网络,并以98.58亿元的销售规模位列“2024年中国超市百强榜”第13名;其在河南省内的销售规模仅次于丹尼斯和胖东来。另一边是阿里系的连锁新商超盒马,其洛阳首店开业即限流,此前线上开业首日订单更是突破1万单。

洛阳零售市场的“新旧”对决,几乎可以看做区域市场老牌零售与全国连锁新商超竞争的缩影。仅从洛阳的零售战事来看,进击中的新商超也在倒逼大张加速自我革新。

大张起变化

十月末,「零售商业财经」实地探访洛阳零售战场发现,或许是因为洛阳盒马开业,长申国际的长申超市店内已启动焕新,入口处、烘焙区和餐饮区均已围挡装修。

细节之处在于,长申超市全新LOGO与“Slogan”同步亮相,围挡上鲜明地写着新标语:“精品不贵,有滋有味”“品质超惊喜,低价不用比”。

笔者发现,尽管门店整体动线与货架陈列位置未做调整,但运营细节的优化全面且精准,每一处变化都直指盒马的核心优势。

实际上,对比此前「零售商业财经」对长申超市长申国际店的实探,目前该店的整体动线和货架陈列位置都没有变化,但运营细节的变化和调整非常多。

比如,面对盒马的线上到家服务,长申超市的线上布局快速落地。

自8月1日起,长申超市自营小程序已开通到家配送,承诺“3公里内最快30分钟送达”,满49元免运费(配送门槛与盒马一致),不满则收取5元运费。

同时,门店深度绑定本地流量渠道,多款商品标签明确标注“抖音团购特价,人工收银处核销”,甚至在早上9点半刚开业时,就有工作人员现场直播带货,全力抢占线上流量入口。

线上布局之外,长申超市在商品侧也有所调整。

一个值得注意的细节是,针对盒马推出的“盒马鲜火锅、涮出新世界”火锅季营销,长申超市精准跟进,在精酿啤酒、鲜果汁等适配火锅场景的商品下方,统一张贴“炫火锅”标签,贴合秋冬消费需求。

不得不说,洛阳盒马确实让长申超市发生了不少新变化。

过去分散陈列的自营商品,如今不仅统一贴上“长申自有、至醇质优”的专属标签,部分热门单品还设置独立堆头,陈列更突出、辨识度更高。

不仅如此,结合抖音团购特价、内部补贴促销等手段,长申超市店内多款商品都打上促销特价的标签,比如一款盛德美复合果汁,1L一瓶原价12.9元,促销价11.9元,没有张贴条码、需要人工结账核算的折扣特价更是低至8.5元。

更进一步,长申超市店内大量商品的定价直接“对标”盒马,在价格上率先与盒马鲜生进行“贴身肉搏”。据我们观察,长申超市店内的多款自营商品,仅在定价上确实比盒马更便宜。

除上述提及的复合鲜果汁外,大张盛德美的1L德式小麦原浆精酿啤酒售价7.9元,而盒马的自营德式小麦白精酿原浆啤酒1L售价13.9元;此外,长申超市的500g榴莲千层售价42.8元,对比盒马自营的榴莲千层500g售价49.9元。

在生鲜果蔬和肉类等品类上,大张和盒马的价格竞争同样激烈,部分商品的定价也是“难分高下”。

比如,盒马的粉西红柿售价7.99元/1000g、对比长申的粉西红柿售价10.8元/1000g;盒马的日日鲜猪前排售价12.9元/400g、对比大张盛德美的冰鲜猪前排售价12.8元/400g;同时,盒马的巨峰葡萄售价11.9元/500g、对比长申超市的巨峰葡萄售价12.8元/500g。

供应链层面的博弈同样激烈,双方各有优势。

作为深耕洛阳30余年的老牌零售企业,大张的本地供应链根基深厚,生鲜品类直连当地农户与合作社,同时引入芸岭鲜生、立农维康等头部有机蔬菜品牌,保障新鲜度与本地化适配。

盒马则依托全国供应链与“盒马村”资源,在生鲜直采、链接本地经销商等方面的实力也不容小觑。

「零售商业财经」观察发现,洛阳盒马店内多款果蔬商品的分销商为郑州盒马网络科技有限公司,日日鲜的肉类商品供应商均为本地企业,由此实现全国资源与本地渠道的高效结合。

整体来看,为应对盒马带来的零售竞争加剧,长申超市从线上化、自营商品陈列、门店运营细节等方面做了不少改变,大量自营商品还打出了性价比优势,但对比盒马高度多元化的自营商品矩阵,大张的商品丰富度与差异化仍有提升空间,这场本土龙头与全国连锁的博弈,还将持续推动洛阳零售市场的迭代升级。

商品力有待加强

相比于长申超市,走进盒马鲜生洛阳店,自营商品的强势存在感扑面而来:多个货架集中展示着鲜果汁、精酿啤酒、鲜牛奶等自营品类,不仅占比高,细分口味更是丰富多元。

比如鲜果汁涵盖云雾、芭乐、红毛丹等小众水果品类,啤酒区则推出柠檬乌龙、绿豆等特色果味款,店内甚至专门开辟了独立区域集中陈列自营商品,辨识度拉满。

对比之下,长申超市的自营商品仍以“大众款”为核心,果汁品类集中在橙汁、小青柠汁、葡萄汁等常见口味,在商品丰富度与新奇度上明显与盒马有差距。

这种差距在烘焙品类上更为直观,长申超市长申国际店因装修将烘焙区移至负一层,笔者在早上九点半门店刚开业时观察发现,烘焙区大量货柜仍处于空置状态,冰柜内的短保烘焙也多是瑞士卷、乳酪包、大福等常规款;而盒马的烘焙区则主打差异化,涵盖奥利奥口味瑞士卷、新疆吊干杏口味大福等特色单品。

在迎合年轻消费者的新奇需求、营造商品的“网红打卡感”这方面,盒马确实比长申超市更有经验,而具体到商品生产环节,盒马依托中央厨房和垂直供应链体系,在烘焙商品方面与专业供应商进行深度合作,比如在江苏昆山益海嘉里物流园内与“爸爸糖”合作打造的糖盒科技。

相比之下,长申超市的部分短保烘焙主要还是依靠外部供应商,比如瑞士卷的供应商为河南华怡食品科技有限公司,榴莲千层的供应商为安徽省糕乐会食品有限公司,同为鲜风生活的瑞士卷供应商。

虽然盒马打造垂直供应链的尝试缘起于“折扣化改革”的内部动荡期,但长久来看,盒马确实也沉淀下来一些战略级供应商,比如湖州特思拉啤酒有限公司,盒马与其打造了一条精酿鲜啤的垂直供应链,商品供应盒马鲜生、超盒算NB等不同渠道。

反观大张,其打造的盛德美自营商品系列大多采取“商标授权、贴标供应”的模式,多款自营商品的外包装上都写明了:盛德美商标由河南大张实业有限公司委托授权供应商使用;这种初级贴标授权模式对供应链的参与深度有限,最终在丰富性上的突破有限。

对比盒马这类当年的新零售主力玩家,传统区域商超在商品采购、生产的“新奇特”打造,以及商品力落地方面仍有差距,甚至在“取消进场费、条码费”等撬动传统超市根基的核心能力上,也有不少值得学习的地方。

不过,大张也在改变。有媒体报道称,大张的采购团队建立了“动态淘汰机制”,连续3个月销售排名后10%的SKU将清场,另外大张计划三年内将自有品牌整体销售占比提升至35%,比如烘焙品类将增加各类年轻化的网红甜品。

“持续适应新需求、不断调整细节、保持进化”,这几乎是零售行业最大的“不变真理”,尤其当下河南零售市场竞争激烈、零售业态快速迭代、区域市场的消费需求高度分化,而作为“洛阳超市王”的大张,又能否适应区域商超的激烈竞争?

区域商超竞争“升温”

一直以来,大张都是洛阳乃至河南省内的头部零售集团,市场规模不仅遍及洛阳、郑州等核心城市,更是首个实现省外扩张的商业综合体,门店总数和销售额规模都相对稳定。

但今年以来,一批快速进击的新玩家接连入局,试图打破大张建立的稳定局面,让区域零售竞争热度持续攀升。

「零售商业财经」发现,盒马鲜生洛阳首店不仅带来了差异化商品,更在服务细节上展现竞争力,如自助宠物寄存、免费热水和自助微波炉等,这势必也是盒马向河南省内优秀商超学习的结果,但反观长申超市长申国际店,目前尚未推出类似服务。

除了盒马,洛阳市场还迎来了一位“熟面孔”转型的新玩家——号称“洛阳版胖东来”的567鲜生超市,其前身是洛阳本地的社区超市品牌“忠诚生鲜超市”。

全新升级后,567鲜生主打“餐超”体验,在商品新鲜度、熟食鲜食烟火气和自营商品性价比等方面都有不少亮点。

截至今年年底,567鲜生超市在洛阳将累计拥有4家门店,其中两家店都位于洛阳南部高铁站区域的开元湖附近,巧妙避开了大张在老城区的密集布局,形成错位竞争。

从盒马到567鲜生、易合仓等,为了应对洛阳市场接连出现的新对手,大张也在主动求变、积极扩张,比如长申超市计划于今年年内在郑州开出第二家店,选址位于郑州西区的锦艺城,该将大幅增加现烤烘焙、加工品类的区域,强化门店烟火气。

值得注意的是,郑州锦艺城商场内还有一家盒马鲜生店,这意味着双方将在郑州展开直接对垒。

同时,大张已经在洛阳签约多家门店,甚至是围绕盒马首店3公里辐射圈内签约5处物业,集中在洛龙新区、伊滨经开区等盒马潜在的拓店区域。

区域零售市场竞争“升温”,不仅发生在洛阳。

「零售商业财经」通过多地实探发现,北方多个区域的零售商超市场正迎来竞争加剧期,新玩家多为外资品牌或新零售势力。比如盒马在石家庄落地新店,山姆会员店郑州首店预计明年开业,这些外来力量将直接与本地老牌商超展开正面竞争。

对大张这类老牌区域商超而言,跳出传统思维和曾经的“舒适区”,用更激进、互联网化的信息对称和效率革命进行内部变革,这一步跨越式转型对传统玩家而言并不容易,必然需要更长周期、更多投入来完成,甚至也免不了试错和挫折。

现在,大张已踏上自我变革之路。

有媒体报称道,大张正在计划从“社区菜篮子”的民生定位向“品质生活服务商”转型,这意味着,大张将从上至下提升服务水平及运营细节,增强商品供应链的流通效率、商品采购的丰富度、自营商品的质价比等,整体提高零售综合能力。

对大张而言,这一步变革必须走出,毕竟零售业“变则通、不变则痛”。

注:文/韩志鹏,文章来源:零售商业财经(公众号ID:RetailFinace),本文为作者独立观点,不代表亿邦动力立场。

文章来源:零售商业财经

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