去年,,李維斯(Levi’s)宣布了在塔吉特(Target)的140間門店銷售其代表性的紅標牛仔褲,,這對那些銷售李維斯產(chǎn)品的百貨公司而言無疑是個壞消息。
雖然李維斯旗下的超低價品牌丹寧鎮(zhèn)(Denizen)一直在這家折扣零售商銷售,,但其高管一直不太希望將自家在梅西(Macy’s),、彭尼(J.C. Penney)、西爾斯(Sears),、貝爾克(Belk)等百貨店銷售火爆的旗艦產(chǎn)品推向塔吉特這樣的大賣場,。
然而,如今傳統(tǒng)百貨業(yè)深陷“關門潮”,,反觀塔吉特卻是一派欣欣向榮的景象,。正是在此背景之下,李維斯決定加倍擴大與塔吉特的合作規(guī)模,,并于上月宣布將雙方合作門店數(shù)量增至500家,。
今年10月,李維斯宣布,,計劃在部分迪克體育用品商店(Dick’s Sporting Goods)銷售旗下產(chǎn)品,,這一消息無疑給商場零售企業(yè)帶來了更大的壓力。與塔吉特一樣,,迪克體育用品店也主要分布在購物街區(qū),。作為李維斯的長期合作伙伴,科爾士(Kohl’s)也是購物街區(qū)的“老面孔”,,李維斯的首席執(zhí)行官切普·伯格表示與之合作空間還很大,。
雖然李維斯把建設自營門店和網(wǎng)站作為優(yōu)先選項,但仍然無法改變其對零售商的依賴,,該公司2019年銷售額的70%都來自北美批發(fā)業(yè)務,。
長期以來,,購物中心的百貨店一直是李維斯主要的銷售渠道,,但受新冠疫情影響,,李維斯全球銷售額急劇下滑(上季度銷售下滑26%),于是,,該公司決定轉(zhuǎn)而投向新的零售商群體,。
伯格在接受《財富》雜志采訪時說:“某種意義上說,我們只是調(diào)整了自己對客戶的看法,、保持了開放的心態(tài)而已,。”他又補充道,,李維斯高管團隊考量的問題其實很簡單,,那就是“誰更得消費者的歡心?我們?nèi)绾尾拍軌蚺c之一起贏得消費者的喜愛,?”
事實證明,,購物街區(qū)更受歡迎。百貨公司已經(jīng)失去了對消費者的吸引力,,骯臟混亂的環(huán)境,、亂七八糟的商品組合、毫無秩序的店鋪排列都讓消費者望而卻步,。相比之下,,塔吉特、迪克體育和科爾士等商家的門店就維護得很好,,而且與商場相比,,這些門店距離消費者也更近。
據(jù)伯格介紹,,即便在其2011年上任公司首席執(zhí)行官后,,李維斯高層對塔吉特的成見依然存在,他說:“當時大家總以為那些去大賣場購物的消費者不會買我們的產(chǎn)品,?!?/p>
在談及塔吉特時,伯格表示:“他們能夠吸引到客流,,自然就可以幫助我們賣出去東西,。”迪克體育與李維斯的合作雖然剛剛起步,,規(guī)模也不大,,但在為李維斯引入新客群方面已然頗有建樹,(憑借良好的合作成果,)雙方的合作很可能還會進一步擴大,。相較于塔吉特售價40美元的牛仔褲,,李維斯在迪克體育銷售的牛仔褲價格更貴,通常為70美元,。
而正在竭力避免陷入彭尼百貨和梅西百貨相同困境的科爾士,,則為李維斯觸達“媽媽消費者”提供了機會,這是牛仔褲品牌十分看重的消費群體,。女性產(chǎn)品貢獻了李維斯超過三分之一的營收,,遠超伯格上任首席執(zhí)行官時的比例,但仍未達到該公司預期的水平,??茽柺肯鳒p數(shù)十個自有品牌的行動讓伯格看到了機會,。他說:“李維斯擁有極強的品牌實力,,但我們的女性業(yè)務還有很大的提升空間?!?/p>
不過,伯格很快補充道,,雖然彭尼百貨現(xiàn)在的門店數(shù)量只有其鼎盛時期的三分之一,但考慮到其與梅西百貨的影響力,,這些百貨公司仍然是李維斯不可或缺的合作伙伴,。
增加門店數(shù)量,,縮小門店規(guī)模
考慮到直營店能夠給企業(yè)帶來更高的收益和更大的控制權,,無論批發(fā)零售渠道的組合如何變化,李維斯仍然會將直營業(yè)務作為其提升業(yè)績的主要著眼點,。
李維斯在全球擁有約3100家門店,但真正由該公司擁有和經(jīng)營的只有約850家,,其余則為特許專賣店,,主要分布在美國以外地區(qū)。如果再去掉工廠直銷店,,那么李維斯在全美擁有的常規(guī)門店數(shù)量將進一步減少到35家。
伯格指出,,在波士頓等城市,,距離市區(qū)最近的李維斯門店竟然在遠郊的奧特萊斯,這也讓他看到了開設更多常規(guī)門店的機會。面向美國消費者的新一代門店將借鑒歐洲門店的風格,,面積一般在280平方米左右,遠小于美國本土現(xiàn)有門店的規(guī)模,。伯格表示:“我們不會把所有的產(chǎn)品都塞到這些門店銷售,。”
也就是說,,雖然伯格認為美國市場有足夠的空間讓李維斯再開100家門店,,但這些門店更可能會走“小而美”的路線。此外,,由于李維斯北美市場的大部分銷售額依然來自批發(fā)業(yè)務,,而且這種情況在可預見的未來不會發(fā)生改變,李維斯預計將繼續(xù)借助新晉零售合作伙伴的力量提升業(yè)務份額,。伯格說:“我們在市場上表現(xiàn)不俗,,不過還是要再接再厲才行?!保ㄘ敻恢形木W(wǎng))
譯者:梁宇
審校:夏林
去年,,李維斯(Levi’s)宣布了在塔吉特(Target)的140間門店銷售其代表性的紅標牛仔褲,這對那些銷售李維斯產(chǎn)品的百貨公司而言無疑是個壞消息,。
雖然李維斯旗下的超低價品牌丹寧鎮(zhèn)(Denizen)一直在這家折扣零售商銷售,,但其高管一直不太希望將自家在梅西(Macy’s)、彭尼(J.C. Penney),、西爾斯(Sears),、貝爾克(Belk)等百貨店銷售火爆的旗艦產(chǎn)品推向塔吉特這樣的大賣場。
然而,,如今傳統(tǒng)百貨業(yè)深陷“關門潮”,,反觀塔吉特卻是一派欣欣向榮的景象。正是在此背景之下,,李維斯決定加倍擴大與塔吉特的合作規(guī)模,,并于上月宣布將雙方合作門店數(shù)量增至500家。
今年10月,,李維斯宣布,,計劃在部分迪克體育用品商店(Dick’s Sporting Goods)銷售旗下產(chǎn)品,這一消息無疑給商場零售企業(yè)帶來了更大的壓力,。與塔吉特一樣,,迪克體育用品店也主要分布在購物街區(qū)。作為李維斯的長期合作伙伴,,科爾士(Kohl’s)也是購物街區(qū)的“老面孔”,,李維斯的首席執(zhí)行官切普·伯格表示與之合作空間還很大。
雖然李維斯把建設自營門店和網(wǎng)站作為優(yōu)先選項,但仍然無法改變其對零售商的依賴,,該公司2019年銷售額的70%都來自北美批發(fā)業(yè)務,。
長期以來,,購物中心的百貨店一直是李維斯主要的銷售渠道,,但受新冠疫情影響,李維斯全球銷售額急劇下滑(上季度銷售下滑26%),,于是,,該公司決定轉(zhuǎn)而投向新的零售商群體。
伯格在接受《財富》雜志采訪時說:“某種意義上說,,我們只是調(diào)整了自己對客戶的看法,、保持了開放的心態(tài)而已?!彼盅a充道,,李維斯高管團隊考量的問題其實很簡單,那就是“誰更得消費者的歡心,?我們?nèi)绾尾拍軌蚺c之一起贏得消費者的喜愛,?”
事實證明,購物街區(qū)更受歡迎,。百貨公司已經(jīng)失去了對消費者的吸引力,,骯臟混亂的環(huán)境、亂七八糟的商品組合,、毫無秩序的店鋪排列都讓消費者望而卻步,。相比之下,,塔吉特,、迪克體育和科爾士等商家的門店就維護得很好,而且與商場相比,,這些門店距離消費者也更近,。
據(jù)伯格介紹,即便在其2011年上任公司首席執(zhí)行官后,,李維斯高層對塔吉特的成見依然存在,,他說:“當時大家總以為那些去大賣場購物的消費者不會買我們的產(chǎn)品?!?/p>
在談及塔吉特時,,伯格表示:“他們能夠吸引到客流,自然就可以幫助我們賣出去東西,?!钡峡梭w育與李維斯的合作雖然剛剛起步,規(guī)模也不大,但在為李維斯引入新客群方面已然頗有建樹,,(憑借良好的合作成果,,)雙方的合作很可能還會進一步擴大。相較于塔吉特售價40美元的牛仔褲,,李維斯在迪克體育銷售的牛仔褲價格更貴,,通常為70美元。
而正在竭力避免陷入彭尼百貨和梅西百貨相同困境的科爾士,,則為李維斯觸達“媽媽消費者”提供了機會,,這是牛仔褲品牌十分看重的消費群體。女性產(chǎn)品貢獻了李維斯超過三分之一的營收,,遠超伯格上任首席執(zhí)行官時的比例,,但仍未達到該公司預期的水平??茽柺肯鳒p數(shù)十個自有品牌的行動讓伯格看到了機會,。他說:“李維斯擁有極強的品牌實力,但我們的女性業(yè)務還有很大的提升空間,?!?/p>
不過,伯格很快補充道,,雖然彭尼百貨現(xiàn)在的門店數(shù)量只有其鼎盛時期的三分之一,,但考慮到其與梅西百貨的影響力,這些百貨公司仍然是李維斯不可或缺的合作伙伴,。
增加門店數(shù)量,,縮小門店規(guī)模
考慮到直營店能夠給企業(yè)帶來更高的收益和更大的控制權,無論批發(fā)零售渠道的組合如何變化,,李維斯仍然會將直營業(yè)務作為其提升業(yè)績的主要著眼點,。
李維斯在全球擁有約3100家門店,但真正由該公司擁有和經(jīng)營的只有約850家,,其余則為特許專賣店,,主要分布在美國以外地區(qū)。如果再去掉工廠直銷店,,那么李維斯在全美擁有的常規(guī)門店數(shù)量將進一步減少到35家,。
伯格指出,在波士頓等城市,,距離市區(qū)最近的李維斯門店竟然在遠郊的奧特萊斯,,這也讓他看到了開設更多常規(guī)門店的機會。面向美國消費者的新一代門店將借鑒歐洲門店的風格,,面積一般在280平方米左右,,遠小于美國本土現(xiàn)有門店的規(guī)模,。伯格表示:“我們不會把所有的產(chǎn)品都塞到這些門店銷售?!?/p>
也就是說,,雖然伯格認為美國市場有足夠的空間讓李維斯再開100家門店,但這些門店更可能會走“小而美”的路線,。此外,,由于李維斯北美市場的大部分銷售額依然來自批發(fā)業(yè)務,而且這種情況在可預見的未來不會發(fā)生改變,,李維斯預計將繼續(xù)借助新晉零售合作伙伴的力量提升業(yè)務份額,。伯格說:“我們在市場上表現(xiàn)不俗,不過還是要再接再厲才行,?!保ㄘ敻恢形木W(wǎng))
譯者:梁宇
審校:夏林
A major sign of trouble for department stores that sell Levi’s came last year when the denim-clothing maker announced that Target would start selling Levi’s signature Red Tab jeans at 140 of its stores.
The discount retailer had long carried an ultracheap Levi Strauss & Co. brand called Denizen, but Levi’s executives had considered a mass retailer like Target as an afterthought for its flagship products, which sold briskly at mall stalwarts like Macy’s, J.C. Penney, Sears, and Belk.
But those retailers, and many of the malls they inhabit, have struggled in recent years—resulting in the closing of hundreds of stores—while Target has thrived. Levi’s is now doubling down on the Target partnership and last month said that it would expand to 500 stores.
Adding to the pressure on mall retailers: In October, Levi’s announced it would start selling at some Dick’s Sporting Goods stores, which like Target, are concentrated in strip centers. And Levi Strauss CEO Chip Bergh says he sees room for more of his merchandise at Kohl’s, a longtime customer and yet another fixture of strip centers.
While Levi Strauss is prioritizing efforts to build up its own stores and website, the company still depends on retail customers: Its wholesale business in North America accounted for 70% of 2019 sales.
The company’s shift away from its longtime mall-based department store customers to a new cohort of retailers comes at a time when Levi’s needs to stem sharp COVID-led declines in global sales (down 26% in the most recent quarter).
“Some of this was just reconsidering our own thinking about our customers, and being open-minded,” Bergh tells Fortune. The question Levi’s executives asked themselves was simple, he added: “Who’s winning with the consumers, and how do we win with the winners?”
Those winners, it turns out, have been the strip center retailers. Shoppers have gravitated away from department stores, turned off by often messy stores, incoherent merchandise mixes, and malls in disarray. In contrast, Target, Dick’s, and Kohl’s stores are well maintained and are often located closer to shoppers than malls are.
“There was always this perception that a customer going into a mass store was not our customer,” Bergh says of old attitudes toward Target in the Levi C-suite that persisted even after he took the reins in 2011.
“They’ve got people coming into their doors; they’re our kind of customers,” Bergh says of Target. Dick’s, too, is helping Levi’s win new customers with a partnership that is starting small but is likely to grow, and that showcases Levi’s more expensive jeans, typically priced at $70 compared with $40 at Target.
Even Kohl’s, struggling to avoid the same trends that have hurt Penney and Macy’s, offers Levi’s access to a clientele the jeans maker has made a big priority: moms. Women’s products generate more than a third of Levi’s revenue, much more than when Bergh became CEO, but less than what the company would like. And with Kohl’s dropping dozens of its store brands, Bergh sees an opening. “Levi’s is so strong right now, and our women’s business is underdeveloped,” he says.
Still, Bergh is quick to add that Macy’s and even Penney, a retailer with a third of the stores it had at its peak only a few years ago, are still essential given their reach.
More stores, but make them smaller
However much the mix of retailers in Levi’s wholesale business evolves, direct-to-consumer selling will remain a major focus for Levi’s growth, given the higher profits and greater control it offers.
Levi’s has some 3,100 stores around the world, of which only about 850 are owned and operated by the company, the rest being franchised primarily overseas. Whittle it down further by excluding outlet stores and Levi’s has only 35 regular U.S. stores.
Bergh sees opportunity to open many new such stores, pointing to markets like Boston where the closest Levi’s locations are outlet stores in the faraway exurbs. That next generation of U.S. stores will take a page from Levi’s European stores, which are typically about 3,000 square feet in size, far smaller than they are stateside. “We don’t stuff them with everything we own and we sell,” Bergh says.
So while Bergh sees room for 100 more U.S. stores over time, don’t expect them to be large, disorganized bazaars. And with the bulk of Levi’s North American sales still coming from wholesale—a situation likely to continue for the foreseeable future—expect Levi’s to keep looking to increase the share of business from its newer retail customers like Target and Dick’s. “We’re winning in the marketplace,” says Bergh. “Give us more.”