盒馬季度商品交易額逆勢增長超30%
格隆匯8月5日丨阿里巴巴集團8月4日公佈2023財年第一季度業績,核心業績超出市場預期。當晚分析師電話會上,阿里巴巴集團董事會主席兼首席執行官張勇表示,本季度,盒馬GMV(商品銷售總額)季度同比增長超過30%。
據業內人士分析,最近一年,盒馬在“迴歸零售本質、線上線下雙輪驅動”策略下,並未大肆開店,“這也意味着,GMV季度同比增長超過30%,主要依靠同店銷售業績提升,盒馬的經營策略調整起了成效。”
阿里巴巴昨日最新發布的財報顯示,第一季度,盒馬線上銷售佔比為68%。受疫情影響,線下門店客源驟減,但線上服務能力支撐了整體業績增長。當晚的分析師電話會上,阿里巴巴集團董事會主席兼首席執行官張勇表示,近年來,隨着中、近場的數字商業基礎設施建設的進展,阿里巴巴在中國數字商業領域不同業務、不同模式之間的互補性開始顯現。
“舉例來説,當淘寶天貓的服飾、消費電子等品類受疫情影響等表現不景氣時,我們的盒馬、餓了麼等業務由於可以滿足疫情期間城市居民的食品、日用品等家庭基本所需,獲得了加快發展的機會。本季度,盒馬GMV季度同比增長超過30%。”張勇説。
今年3月底開始,上海遭遇疫情,在近兩個月時間裏,盒馬在上海先後開啟社區集單、流動超市、團購儲貨、自提應急通道等模式,服務上海6000個小區;同時開通“先款後票”通道,緩解供應商資金壓力。
內外部壓力讓零售業加速摸索有效的轉型路徑。三江購物4月發佈的年報顯示,由三江購物運營的5家寧波盒馬鮮生門店,已連續四個月實現盈利,董事會認為,門店的數字化改造已經初見成效。在中國連鎖經營協會對部分會員高管的調查中,精細化運營、供應鏈建設和數字化改造成為企業將重點投入的前三位。
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