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7-11、全家、罗森 又多了一个“劲敌”

联商翻译中心 2025-12-23 09:56
联商翻译中心 2025/12/23 09:56

邦小白快读

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Trial GO是一个新兴的零售业态,以低成本运营和丰富熟食商品挑战传统便利店,提供实用实惠的购物解决方案。重点干货包括商品构成、价格优势和科技应用。

1. 商品丰富,核心是即食熟食,如便当(14-18元)、饭团(4-6元)、寿司(约40元十个装),约1800个SKU覆盖日配、精肉、果蔬等,份量调整适应单身家庭需求。不销售香烟,不提供公共服务,专注于上架陈列。

2. 价格实惠,自动降价系统通过摄像头监控库存和保质期,实施阶梯降价(如便当降价10%-50%),减少浪费。全自助收银支持刷脸支付,自动年龄验证,提升效率。

3. 运营高效,门店166平方米,24小时营业,人力仅需1.25名员工,通过智能系统Retail EYE监控库存客流,自动补货和促销推送,降低成本。

Trial GO的案例提供了品牌在定价、产品研发和消费趋势方面的启示,强调差异化竞争。核心干货包括品牌定位、定价策略和创新方向。

1. 品牌定价上,便当14-18元、饭团4-6元等低价定位低于传统便利店,吸引价格敏感客群,结合自动降价系统优化收益。品牌渠道建设依托西友超市作为中央厨房,实现短链鲜食配送(1小时内上架),提升新鲜度。

2. 产品研发聚焦单身家庭消费趋势,商品如小份精肉(100-400克分装)、预处理果蔬(切配菜)和即热料理包,解决一日三餐需求。品牌营销通过数字标牌推送个性化促销,形成零售媒体收益。

3. 用户行为观察显示,目标客群复购频次高,商品结构灵活调整(如办公区增设文具),消费趋势向便捷、实惠化发展,为品牌创新提供方向。

Trial GO展示了增长市场机会和可借鉴的商业模式,卖家可关注扩张计划、风险应对和学习点。干货包括市场潜力、差异化策略和运营启示。

1. 增长市场方面,计划2025年在东京新增13家门店,现有31家(覆盖福冈、山口、东京),挑战My Basket的1200家门店,单身家庭需求增长是核心机会。正面影响包括高效运营模式,负面影响有激烈竞争风险。

2. 事件应对措施体现为差异化卖点,如现制熟食通过西友中央厨房保证新鲜(对比My Basket预制品),同时科技应用(自动降价、自助收银)降低人力成本至30人时/天。可学习点包括精简SKU、专注于核心商品,规避风险如不提供公共服务。

3. 最新商业模式是低成本零售,整合供应链(收购西友超市)和科技自动化,合作方式依托集团资源,扶持政策无具体提及,但灵活商品调整适应环境变化,是实操启示。

工厂可从Trial GO的案例中获得生产需求和数字化启示,聚焦商品生产效率和商业机会。干货包括供应链优化、产品设计参考和技术应用。

1. 产品生产和设计需求上,利用西友超市作为中央厨房,实现鲜食短链配送(1小时内完成),确保商品新鲜,支持分装规格如精肉(100-400克包装)和预处理果蔬(切配菜),满足小家庭定制化需求。

2. 商业机会在于为类似零售提供基础商品,如集团自有品牌和人气高性价比品,推进数字化启示包括自动化系统(电子价签监控保质期)减少浪费,提升生产效率。

3. 电商启示通过智能后台Retail EYE系统,实时监控库存和客流,实现动态补货,工厂可借鉴此技术优化供应链管理,降低成本。

Trial GO的科技应用突显行业趋势和服务痛点解决方案,服务商可关注新技术和智能化服务。干货包括技术创新、客户痛点缓解和未来方向。

1. 行业发展趋势向自动化零售,新技术如自动降价系统(结合摄像头和条码数据实施阶梯降价)、全自助收银(刷脸支付和自动年龄验证)、以及智能监控系统Retail EYE,实现远程库存管理和客流分析。

2. 客户痛点解决方面,减少食品浪费(通过降价促销)、降低人力成本(24小时运营仅需1.25员工)、支付效率提升(无需店员介入),方案包括数字标牌推送个性化促销,形成广告收益。

3. 未来零售需求是整合高科技(如罗森也在测试类似技术),提供全面智能化解决方案,如动态商品组合优化,服务商可研发类似系统应对市场。

平台商可参考Trial GO的运营管理和平台需求应对,强调低成本模式。干货包括平台做法、招商策略和风险规避。

1. 商业对平台的需求包括高效运营和客户服务,平台最新做法如全自助收银系统(通过APP注册刷脸支付)、自动降价机制和智能后台监控(Retail EYE系统动态调整商品),提升顾客体验。平台招商依托集团资源(如西友门店网络),简化流程。

2. 运营管理上,人力配置精简至30人时/天,比传统便利店(48人时)更低,规避风险如不销售香烟、不提供公共服务,专注于核心商品陈列。运营弹性高,依环境调整商品(如学校区加设文具)。

3. 风向规避通过科技手段,如系统自动处理限购商品年龄核验,减少人工干预,确保合规;同时数据显示门店扩张计划(东京新增13家),平台可借鉴此模式提升效率。

Trial GO代表零售业新动向,研究者可分析其商业模式和政策启示。干货包括产业变革、商业机制和未来竞争点。

1. 产业新动向是零售效率革命,整合供应链(收购西友超市作为中央厨房)和科技自动化(如自动降价、智能监控),形成短链鲜食配送模式,挑战永旺My Basket的预制商品。新问题包括市场饱和下如何通过差异化(现制熟食)竞争。

2. 商业模式核心是低成本、高自动化运营(人力仅1.25名),24小时服务单身家庭客群,商品构成精简(约1800个SKU),政策法规建议启示是推动科技应用减少浪费,无具体政策提及,但效率机制可优化行业标准。

3. 未来竞争制高点在于三位一体架构(科技、供应链、运营),如观点强调效率保障机制是关键,研究者可探讨此模式对零售业的影响和扩展潜力。

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Quick Summary

Trial GO is an emerging retail format that challenges traditional convenience stores with its low-cost operations and extensive ready-to-eat food offerings, providing practical and affordable shopping solutions. Key takeaways include its product mix, pricing advantages, and technology applications.

1. It offers a rich assortment of goods, with a core focus on ready-to-eat meals such as bento boxes (¥14-18), onigiri (¥4-6), and sushi (approx. ¥40 for a 10-piece pack). With around 1,800 SKUs covering daily fresh items, premium meats, and produce, portion sizes are adjusted to meet the needs of single-person households. It does not sell tobacco or provide public services, focusing purely on shelf displays.

2. Prices are highly competitive, supported by an automated markdown system that uses cameras to monitor inventory and expiration dates, implementing tiered discounts (e.g., 10%-50% off bento boxes) to reduce waste. Fully self-checkout with facial recognition payment and automatic age verification enhances efficiency.

3. Operations are highly efficient: stores operate 24/7 in a 166 sqm space with just 1.25 staff members. The smart Retail EYE system monitors inventory and customer flow, enabling automatic restocking and promotional pushes to lower costs.

The Trial GO case offers insights for brands on pricing, product development, and consumer trends, emphasizing differentiation. Core takeaways include brand positioning, pricing strategies, and innovation directions.

1. Its pricing strategy—bento boxes at ¥14-18, onigiri at ¥4-6—positions it below traditional convenience stores, attracting price-sensitive customers. This is complemented by an automated markdown system to optimize revenue. The brand leverages Seiyu supermarkets as central kitchens for short-chain fresh food distribution (shelved within an hour), enhancing freshness.

2. Product development focuses on single-household trends, offering items like small-portion meats (100-400g packs), pre-cut vegetables, and heat-and-eat meal kits to address daily meal needs. Digital signage pushes personalized promotions, creating retail media revenue.

3. User behavior data shows high repurchase frequency among target customers. Flexible product adjustments (e.g., adding stationery in office areas) reflect a shift toward convenience and affordability, offering direction for brand innovation.

Trial GO showcases growth opportunities and an adaptable business model, with insights on expansion plans, risk management, and operational takeaways. Key points include market potential, differentiation strategies, and operational lessons.

1. In terms of growth, it plans to open 13 new stores in Tokyo by 2025, expanding from its current 31 locations (in Fukuoka, Yamaguchi, and Tokyo) to challenge My Basket's 1,200 stores. Rising demand from single-person households is a core opportunity. Positives include an efficient operating model, while risks involve intense competition.

2. Its differentiation lies in fresh, kitchen-prepared meals (vs. My Basket's pre-made items) via Seiyu's central kitchen, coupled with tech applications like automated markdowns and self-checkout that reduce labor to 30 man-hours/day. Learnings include streamlined SKUs focused on core products and avoiding non-core services.

3. The model is low-cost retail, integrating supply chain control (via Seiyu acquisition) and tech automation. While specific support policies aren't detailed, flexible product adjustments in response to environmental changes offer practical guidance.

Factories can draw production and digitalization insights from Trial GO, focusing on supply chain efficiency and business opportunities. Key takeaways include supply chain optimization, product design references, and tech applications.

1. Production leverages Seiyu supermarkets as central kitchens for short-chain fresh food distribution (shelved within an hour), ensuring freshness. Customized packaging, such as 100-400g meat portions and pre-cut produce, meets small-household demands.

2. Business opportunities lie in supplying basic goods for similar retail models, including private-label and high-value products. Digitalization lessons include automated systems (e.g., electronic shelf labels monitoring expiry dates) to reduce waste and boost production efficiency.

3. E-commerce insights come from the Retail EYE system, which monitors inventory and foot traffic for dynamic replenishment. Factories can adopt similar tech to optimize supply chain management and cut costs.

Trial GO's tech applications highlight industry trends and solutions for retail pain points. Service providers should note new technologies and smart service opportunities. Key points include tech innovations, customer pain point alleviation, and future directions.

1. The industry is shifting toward automated retail, with new tech like automated markdown systems (using cameras and barcode data for tiered discounts), fully self-checkout (facial recognition payment and age verification), and the smart Retail EYE system for remote inventory and客流 analysis.

2. Solutions address key pain points: reducing food waste (via markdown promotions), cutting labor costs (24/7 operations with just 1.25 staff), and improving payment efficiency (no staff intervention). Digital signage for personalized promotions also generates ad revenue.

3. Future retail demands integrated high-tech solutions (e.g., Lawson testing similar systems), requiring comprehensive smart solutions like dynamic product mix optimization. Service providers can develop comparable systems to meet market needs.

Platform operators can learn from Trial GO's operational management and platform strategies, emphasizing low-cost models. Key takeaways include platform practices, merchant recruitment strategies, and risk mitigation.

1. Platform needs include efficient operations and customer service. Latest practices feature fully self-checkout systems (via app-registered facial recognition payment), automated markdown mechanisms, and smart backend monitoring (Retail EYE for dynamic adjustments) to enhance customer experience. Merchant recruitment leverages group resources (e.g., Seiyu's store network) to simplify processes.

2. Operational management is lean, with labor reduced to 30 man-hours/day—lower than traditional convenience stores (48 man-hours). Risks are mitigated by avoiding tobacco sales and public services, focusing on core product displays. High operational flexibility allows product adjustments (e.g., adding stationery near schools) based on environment.

3. Compliance risks are managed via tech, such as automated age verification for restricted items, reducing manual intervention. Expansion plans (13 new Tokyo stores) indicate a scalable model that platforms can adopt to boost efficiency.

Trial GO represents a new trend in retail, offering researchers insights into business models and policy implications. Key takeaways include industry transformation, business mechanisms, and future competitive edges.

1. The industry trend is a retail efficiency revolution, integrating supply chain control (using acquired Seiyu as a central kitchen) and tech automation (e.g., automated markdowns, smart monitoring) to create a short-chain fresh food model, challenging Aeon's My Basket and its pre-made items. Key questions include how differentiation (freshly prepared meals) competes in a saturated market.

2. The business model core is low-cost, high-automation operations (just 1.25 staff) serving single-household customers 24/7 with a lean SKU mix (~1,800 items). Policy implications suggest promoting tech to reduce waste, though no specific policies are mentioned; the efficiency mechanisms could optimize industry standards.

3. Future competitiveness lies in a tripartite structure (tech, supply chain, operations), where efficiency mechanisms are critical. Researchers should explore this model's impact on retail and its scalability potential.

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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众所周知,7-11、全家、罗森几乎钻进了东京的每一个犄角旮旯。无论是住宅区的巷口、地铁站的出入口,还是办公楼下的街角,总能看到它们的身影。然而,随着便利店业态趋于饱和,各品牌的开店脚步也不得不停下。

与之形成鲜明对比的,是永旺旗下社区型迷你超市My Basket的迅猛扩张。近十年间,该超市门店数持续快速增长,如今已突破1200家。它在选址、店铺形态、商品构成上与便利店相似,但因商品品类更丰富、价格更实惠,被业界称为“便利店杀手”。

如今,这位“杀手”的身后,迎来了新的挑战者。近日,大型折扣集团Trial在东京开出了首家对标My Basket的新业态门店——Trial GO。该品牌定位“新一代低成本零售模范门店”,自首店开业以来,引发了业界的广泛关注。

01超越传统便利店,提供丰富的熟食商品

11月7日,Trial GO在东京的首批两家门店,“西荻洼站北店”与“富士见台站北店”同步开业。

以“西荻洼站北店”为例,其坐落于JR中央线西荻洼站附近,从车站步行至此仅需2分钟。店铺周边餐饮店与住宅区混杂,虽位于一条偏离主干道的小巷内,但凭借往来车站的密集人流,整体客流量比较稳定。

该店设于一栋公寓楼的底层,其铺位原为一家全家便利店,在撤出后被Trial GO接手。门店采用24小时全年无休的“便利店式”运营模式,在约166平方米的空间内,陈列了近1800个SKU。

走入店内,映入眼帘的是以熟食为核心的即食商品区。中央展台集中陈列着饭团和便当,沿墙的货架则依次展示着三明治及甜点。紧邻展台的多层立式冷藏柜划分为两个专区:一侧为寿司与海鲜饭专柜,另一侧为即热料理包专柜。为更好地满足单身或双人家庭需求,商品份量也做了精细化调整。

在定价上(人民币含税价,下同),大多数便当价位在14-18元区间,如15元的招牌三元猪炸猪排饭;饭团类商品单价约4-6元,口味多样;而泡芙、铜锣烧等甜点售价则从4.5元起。此外,店内还供应便利店少见的鲜鱼寿司,如一份十个装握寿司拼盘售价约40元,品质与专业寿司店看齐。

穿过即食区,沿墙面依次是日配商品、精肉、果蔬、冷冻食品、加工食品、饮料和日用杂货等区域,店内中央则陈列着零食、调味料和高频复购水果(靠收银台一侧货架)。

在主要商品区域中,精肉区提供了包括鸡肉、猪肉及各类调味肉在内的丰富选择。商品采用分装规格,例如猪肉馅分为大(约400克)、小(约200克)和极小(约100克)三种包装

果蔬区则精简了生鲜原材料品类,同时加强了切配菜、炖煮菜等预处理商品的供应。水果被集中陈列在收银台前的端架位置。

此外,店内还引入了集团旗下西友超市的自有品牌商品,并单独设立了一个人气商品专区,销售一些高性价比的基础款商品。店里还注重运营弹性,会依周边环境(如办公区、学校)灵活调整商品结构,增设文具等品类,展现出超越标准化便利店的适应性。

Trial GO社长广石财表示:“我们的主要目标客群是单身家庭。在商品方面,我们围绕即食品类构建卖场,希望提供能轻松解决一日三餐的商品组合。目标是让顾客形成‘饿了就去Trial GO’的习惯,从而提高复购频次。”

02对标永旺社区迷你超市,以新鲜现制为差异化卖点

事实上,Trial GO早在2022年就已问世,先在福冈验证模式后,才正式进军竞争激烈的东京。至此,其门店网络已覆盖福冈(28家)、山口(1家)和东京(2家),总数达到31家,并计划在2025财年内在东京再开设13家门店。

然而,东京市场早已有一位强大的“守擂者”——永旺旗下的社区小型食品超市My Basket。目前,它在东京已拥有约1200家门店,并计划到2030年将规模扩大至2500家。它凭借永旺集团的采购与自有品牌优势,以丰富的低价生鲜与便当,牢牢抓住了单身及小家庭客群。

两者均以“低于传统便利店”的价格定位争夺消费者。但从整体价格带来看,双方目前基本处于同一水平区间。Trial GO若想突围,必须在价格相近的基础上,打造更锐利的差异化卖点。

Trial GO的突破点是“现制熟食”。而实现这一目标的关键,在于其母公司Trial于今年7月完成的一项关键收购:以约175亿人民币的价格,收购曾由沃尔玛持有近十年的西友超市(SEIYU)。这意味着,遍布东京市区的约244家西友门店,化身为Trial GO的“中央厨房”。

例如,“西荻洼站北店”的熟食与便当由西友丰玉南店供应,面包类来自西友阿佐谷店,寿司则由西友吉祥寺店提供。从制作完成到上架销售,整个流程可控制在一小时以内。这种依托既有门店网络实现的“短链鲜食配送”,不仅保障了商品的新鲜度,也使其在未投入大量重资产的情况下,具备了与其他品牌差异竞争的能力。

Trial集团公关部部长野田大辅表示:“通过与西友的经营整合,我们得以利用其在东京的大型门店作为卫星据点,来展开并验证这套在福冈已反复实证、兼顾‘食品品质’与‘都市型低成本运营’的新型零售模式。”

相比之下,永旺虽然在郊区拥有配备完整厨房的大型门店,但My Basket的便当与熟食多为工厂预制,且并非24小时销售。在贴近消费者的“最后一公里”范围内,Trial GO的优势得以显现。

03将科技融于销售环节,打造都市低成本运营模式

Trial GO最大的亮点,在于充分发挥了自身在“零售科技”领域的优势,打造了一个“低成本运营”的模式。

首先,门店引入了基于电子价签的“自动降价系统”。该系统利用天花板上近20台摄像头,实时监控商品库存,同时结合商品条码中的保质期信息,按设定时间自动实施阶梯降价,并通过大屏同步提示。例如,便当与寿司的价格会随制作时间动态下降10%-50%,既减少浪费,也提升购买率。

其次,在收银环节,该店采用全自助收银模式。顾客只需在首次使用时,通过注册官方应用或购买预付卡,完成人脸信息与身份证件的绑定,此后便可直接“刷脸”支付。对于限购类商品,系统可通过远程方式自动核验购买者年龄,全程无需店员介入。不久前,罗森在“未来型店铺”中也引入了相关技术。

据官方透露,东京Trial GO门店的人力配置高度精简,全天24小时运营仅需相当于1.25名员工轮班,即30人时/天。相比之下,一般便利店至少会安排2名员工,简单计算至少需要48人时/天。

此外,后台运营也实现了全面智能化。公司通过自主开发的“Retail EYE”监控系统,在总部即可实时掌握各门店的货架库存、客流动态与卖场整体状况,系统可自动触发补货与陈列优化指令,实现商品组合的动态管理。同时,店内数字标牌能够根据时段与顾客画像,精准推送个性化促销信息,从而形成可观的零售媒体收益。

门店的商品构成亦体现出“聚焦与精简”的思路。虽经营酒类,但不销售香烟,也不提供公共事业费代收等服务;除热烤红薯外不设现场烹饪柜台,使运营专注于上架与陈列。酒类购买的年龄确认完全由系统自动完成,不增加店员负担。

Trial社长广石财展望:“无论在哪里开店,Trial GO都希望成为一家具有Trial特色、24小时营业、让顾客能随时以实惠价格购得生活必需品的‘生活必需站’。通过推进自动化,我们将把更多人力投入于美味食品的开发,持续提升顾客满意度。”

写在最后

乍一看,Trial GO是一家“毫不起眼的商店”:装潢一般,过道狭窄,货架顶部塞满了库存,商品陈列也有些零散。但在这看似无序的背后,实则有着坚实的支撑。既包括西友超市的24小时熟食供应,也依托集团的高科技手段,通过算法调整商品组合与卖场布局,以数据解放人力,从而驱动高效率运营。而这套内在机制,从表面是无法窥见的。

在日本伊藤忠商事集团事业公司前高管司马正树看来,Trial GO这支利箭不仅仅只是针对永旺,而是朝向了整个日本零售业。极致性价比的商品必要有独特的“效率保障机制”来托举,而其背后三位一体、借助高科技的整体机制与架构设计,恐怕方是未来零售业竞争的制高点。

注:文/联商翻译中心,文章来源:新零售(公众号ID:ixinlingshou),本文为作者独立观点,不代表亿邦动力立场。

文章来源:新零售

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