2019百货转型升级研究报告.pdf

2019 年 11月 2019百货转型升级 研究报告 中国百货商业协会1 2019 2019 2019 2019 2 2019 8.4% 2017 2018 10.2% 9.0% 7.4% 1.5% 5.3% 3.0% 1. 2019 96.76 1.61% 6.46 4.09% 4.62 23.1% 1.23 522.6% 1,790 20.1% 2019 6 30 35.19 7.91% 3,266.3 1.95 3 2017 2018 20 2019 15.33 64.1% 30.72 99.67% 2019 6 30 91.58 1.4% 10.62 3.4% 9,210 7.6% 39.47 0.17% 1.66 19.7% 12 5.15% 2. 4 2 % 5 SKP 3. 5 2019 6 2010 ( ) ( ) 7 : + PC + APP PC APP 1 NA bailiangroup bl i 740 2 413 sjgo365 3 140 eurasiagroup 28 4 88 wushang 26 5 53 wfj 6 NA 51tiangou 850 7 69 ruyigou 186 8 533 tianhong 3,005 9 151 zhenshang 10 63 intime 262 2,450 1. 2018 2. 3. APP 2019 8 8 8 二: + + 1 i i i 2 NA 3 4 5 6 7 Life 8 9 10 9 1. 8 25 310 2013 PC (Online To Offline, O2O) APP 85% 90% 70% 52% 43% 2019 8 IT 300 2. 2019 6 30 750 VIP 260 10 3. 30% 2018 15 2018 1,300 41 56.6% 85% 4. 37 11 5. 100% + H5 6. 35 64 CEO -1 0 1 1,000 APP APP 12 24 APP 10 2 431% 13 1. 9 20 14 25 40% 30% 9% 2019 58% 10,000 30%-50% 2019 2019 6 30 91.58 1.4% 10.62 3.4% 15 2015 299 2019 480 2015 36 66 2019 4.8 40% : 2015 2016 2017 2018 2019 全年新增品牌数量 45 85 119 72 60 全年淘汰品牌数量 9 10 82 50 27 45 85 119 72 60 9 10 82 50 27 0 20 40 60 80 100 120 140 全年新增品牌数量 全年淘汰品牌数量