菜鳥加速休閒零食供應鏈佈局，首批7個零食倉已開倉
近日，菜鳥與休閒零食賽道的新鋭連鎖品牌桔子花開達成戰略合作，雙方將率先圍繞toB倉配展開合作。菜鳥將在浙江區域為桔子花開提供倉配服務，並運用數字化的供應鏈技術，進一步降低物流成本、提升效率。之後，雙方的合作將拓展至幹線運輸、電商倉配物流、線上線下一盤貨等多個方面。
桔子花開目前擁有電商平台店鋪37家，旗下實體門店近500家，涉及休閒零食、生活超市、便利店，特渠店四種業態。截止2023年12月，桔子花開的零食連鎖實體門店數近400家，覆蓋浙江、江西、安徽、福建、新疆等地。
（菜鳥toB零食倉）
隨着合作達成，菜鳥在休閒零食供應鏈領域的佈局也浮出水面。過去半年，菜鳥供應鏈在華南、華東、華中地區開出7個零食倉，支持休閒零食的toB倉配業務。進入2024年，菜鳥的開倉頻率提升，僅1月份就在華南連開2個零食倉，成都、西安、武漢等地的開倉也已有時間表。萬辰集團、鍾和風等零食行業的知名品牌都已在菜鳥的合作名單中。
最近一兩年，休閒零食連鎖店來勢洶洶，尤其在縣城、鄉鎮的商業街上，這些店主要以加盟為主，零食普遍比超市、便利店便宜20%-30%。數據顯示，2021年底國內零食折扣店的門店總數約2500家，2023年底達到2.5萬家左右。目前該行業的頭部品牌零食很忙、好想來、趙一鳴零食的門店數量都在2000家以上。中信證券研報認為，未來該行業具備拓店至10萬家的潛力，規模超萬億。
（菜鳥toB倉配車隊）
中國物流與採購聯合會研究室副主任楊達卿認為，休閒零食連鎖品牌在快速拓店的同時，也暴露出供應鏈、倉配物流建設不充分、不完善的問題，菜鳥成熟的toB倉配能力可以幫助品牌快速補齊這塊短板，優化成本和效率。
據悉，菜鳥toB倉配網絡在倉儲、車輛運力、司機隊伍建設等方面均保持行業領先。根據客户的需求，菜鳥可提供次日達、隔日達的物流服務，同時進行成本優化。
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