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100億美元,,梅西百貨將如何實(shí)現(xiàn)這個(gè)電商目標(biāo),?

這家百貨公司目前迫切需要在電子商務(wù)方面的勝利。

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2021年2月1日,,美國(guó)紐約市先驅(qū)廣場(chǎng)大雪落下,一名行人從梅西百貨的旗艦店門前經(jīng)過(guò),。圖片來(lái)源:PHOTOGRAPHER: JEENAH MOON/BLOOMBERG VIA GETTY IMAGES

梅西百貨(Macy's)經(jīng)歷了可怕的一年:在新冠疫情期間,,梅西百貨本已舉步維艱的業(yè)績(jī)?cè)僭庵貏?chuàng)。對(duì)這家老牌百貨商店來(lái)說(shuō),,電商業(yè)務(wù)成為一大紓困之源,。

長(zhǎng)期以來(lái),梅西百貨一直是強(qiáng)勁的在線零售商,。2月23日,,梅西百貨表示,假日季在線銷售增長(zhǎng)了21%,,占到了銷售額的近一半,,彌補(bǔ)了實(shí)體店銷售額的下滑勢(shì)頭。此外,,該季度可比銷售額(包括電商成績(jī)?cè)趦?nèi))下降了17%,。

梅西百貨在數(shù)字零售商中排在前十位。其表示,,公司的數(shù)字銷售額可以在三年內(nèi)達(dá)到100億美元——而在2020年,,這一數(shù)字約為76億美元。梅西百貨在美國(guó)鞋類和服裝在線銷售方面的業(yè)績(jī)僅次于亞馬遜(Amazon),。

2月23日,,梅西百貨的首席執(zhí)行官杰夫?根內(nèi)特告訴《財(cái)富》雜志,,公司將實(shí)現(xiàn)里程碑式的革新:在線上商店中對(duì)分類樣式和大小進(jìn)行擴(kuò)充,使其比線下門店更豐富,,讓其銷售的品牌直接向顧客運(yùn)送更多商品,,添加更多的品牌和產(chǎn)品類別,在更大程度上利用線下門店來(lái)幫助達(dá)成線上訂單,。上個(gè)季度,,梅西百貨25%的在線訂單由實(shí)體店輔助完成。實(shí)體店或給顧客提供取貨服務(wù),,或用店內(nèi)庫(kù)存來(lái)給線上渠道填貨——這兩種方式對(duì)利潤(rùn)起到了提振作用,。

“我們的業(yè)務(wù)能夠盈利,而且還在增長(zhǎng),?!备鶅?nèi)特說(shuō)。梅西百貨的首席財(cái)務(wù)官阿德里安?米切爾表示,,現(xiàn)在梅西的電商業(yè)務(wù)比線下門店業(yè)務(wù)利潤(rùn)更高,。

與此同時(shí),雖然梅西百貨打算繼續(xù)關(guān)閉較低級(jí)別商場(chǎng)的125家線下門店,,但在與華爾街分析師的電話會(huì)議上,,該公司的高管們?nèi)匀粸殚T店在運(yùn)營(yíng)中的作用作了辯解。

門店充當(dāng)了梅西百貨的廣告牌和營(yíng)銷工具,,提醒消費(fèi)者它的存在,。米切爾表示,梅西百貨的人均在線銷售額約為其所在市場(chǎng)人均銷售額兩到三倍,。此外,根內(nèi)特還說(shuō),,梅西百貨一直在嘗試小型商店模式,,這有助于“回填”其沒(méi)有門店的市場(chǎng),并減輕風(fēng)險(xiǎn),。

對(duì)梅西百貨而言,,其剩余的線下門店將是維持電商業(yè)務(wù)、保持客戶注意力,,并為他們提供“比在線購(gòu)物更令人興奮的事物”之關(guān)鍵,。根內(nèi)特認(rèn)為,他斥資100億美元推動(dòng)電商業(yè)務(wù)解決了客戶長(zhǎng)期以來(lái)的抱怨,,這對(duì)門店來(lái)說(shuō)也是一個(gè)重大利好,。

根內(nèi)特說(shuō):“面對(duì)凌亂不堪的門店銷售情況,這是一個(gè)精簡(jiǎn)它們的機(jī)會(huì),,減少重復(fù),,清空‘過(guò)道’,。”

門店將是維持梅西百貨主要業(yè)務(wù)來(lái)源的關(guān)鍵所在,。GlobalData公司的總經(jīng)理尼爾?桑德斯在一份研究報(bào)告中指出:“梅西百貨大多數(shù)門店的標(biāo)準(zhǔn)都簡(jiǎn)直令人震驚,。”

梅西百貨推動(dòng)電商業(yè)務(wù)的另一個(gè)好處是:它將減少公司對(duì)服裝的依賴——這是疫情期間消費(fèi)者支出中受沖擊最嚴(yán)重的業(yè)務(wù)之一,。電商的發(fā)展將擴(kuò)大梅西百貨在家居用品和美容等增長(zhǎng)領(lǐng)域的研究,。通過(guò)讓外部品牌自己來(lái)完成更多的訂單,該公司得以免于購(gòu)買和處理額外的庫(kù)存,。從邏輯上來(lái)說(shuō),,梅西將在更快進(jìn)入熱門品類這方面更加靈活。

“我相信,,隨著時(shí)間的推移,,服裝在我們整體業(yè)務(wù)中所占的比例將繼續(xù)下降?!备鶅?nèi)特說(shuō)道,。

幸運(yùn)的是,梅西百貨多年來(lái)一直在增強(qiáng)自己的電商實(shí)力,,成為首批提供實(shí)體店提貨服務(wù)的大型零售商之一?,F(xiàn)在,這家百貨公司正試圖從歷史上最大的危機(jī)風(fēng)暴中恢復(fù)過(guò)來(lái)——這將更加依賴其數(shù)字實(shí)力,。而且,,該公司還將面對(duì)更強(qiáng)大的競(jìng)爭(zhēng)對(duì)手:其于2月23日公布的計(jì)劃,在很大程度上與諾德斯特龍(Nordstrom)本月早些時(shí)候宣布的計(jì)劃相呼應(yīng),。

2020年,,梅西百貨的凈銷售額下降29%,至173.5億美元,,凈虧損39億美元,。該公司預(yù)計(jì)今年的銷售額將增長(zhǎng)20%,從表面上看,,這已經(jīng)相當(dāng)不容易,。但退一萬(wàn)步講,梅西百貨倘若真實(shí)現(xiàn)了這一目標(biāo),,銷售額仍然要比2019年的水平低40多億美元,。因此,梅西百貨的確需要電商的推動(dòng)來(lái)獲得回報(bào),。

根內(nèi)特說(shuō):“在‘所有我們知道的事情’上,,我們?nèi)匀挥袡C(jī)會(huì)向前推進(jìn),保持這種增長(zhǎng)勢(shì)頭?!保ㄘ?cái)富中文網(wǎng))

編譯:楊二一

梅西百貨(Macy's)經(jīng)歷了可怕的一年:在新冠疫情期間,,梅西百貨本已舉步維艱的業(yè)績(jī)?cè)僭庵貏?chuàng)。對(duì)這家老牌百貨商店來(lái)說(shuō),,電商業(yè)務(wù)成為一大紓困之源,。

長(zhǎng)期以來(lái),梅西百貨一直是強(qiáng)勁的在線零售商,。2月23日,,梅西百貨表示,假日季在線銷售增長(zhǎng)了21%,,占到了銷售額的近一半,,彌補(bǔ)了實(shí)體店銷售額的下滑勢(shì)頭。此外,,該季度可比銷售額(包括電商成績(jī)?cè)趦?nèi))下降了17%,。

梅西百貨在數(shù)字零售商中排在前十位。其表示,,公司的數(shù)字銷售額可以在三年內(nèi)達(dá)到100億美元——而在2020年,,這一數(shù)字約為76億美元。梅西百貨在美國(guó)鞋類和服裝在線銷售方面的業(yè)績(jī)僅次于亞馬遜(Amazon),。

2月23日,,梅西百貨的首席執(zhí)行官杰夫?根內(nèi)特告訴《財(cái)富》雜志,公司將實(shí)現(xiàn)里程碑式的革新:在線上商店中對(duì)分類樣式和大小進(jìn)行擴(kuò)充,,使其比線下門店更豐富,,讓其銷售的品牌直接向顧客運(yùn)送更多商品,添加更多的品牌和產(chǎn)品類別,,在更大程度上利用線下門店來(lái)幫助達(dá)成線上訂單,。上個(gè)季度,梅西百貨25%的在線訂單由實(shí)體店輔助完成,。實(shí)體店或給顧客提供取貨服務(wù),,或用店內(nèi)庫(kù)存來(lái)給線上渠道填貨——這兩種方式對(duì)利潤(rùn)起到了提振作用。

“我們的業(yè)務(wù)能夠盈利,,而且還在增長(zhǎng)?!备鶅?nèi)特說(shuō),。梅西百貨的首席財(cái)務(wù)官阿德里安?米切爾表示,現(xiàn)在梅西的電商業(yè)務(wù)比線下門店業(yè)務(wù)利潤(rùn)更高,。

與此同時(shí),,雖然梅西百貨打算繼續(xù)關(guān)閉較低級(jí)別商場(chǎng)的125家線下門店,但在與華爾街分析師的電話會(huì)議上,該公司的高管們?nèi)匀粸殚T店在運(yùn)營(yíng)中的作用作了辯解,。

門店充當(dāng)了梅西百貨的廣告牌和營(yíng)銷工具,,提醒消費(fèi)者它的存在。米切爾表示,,梅西百貨的人均在線銷售額約為其所在市場(chǎng)人均銷售額兩到三倍,。此外,根內(nèi)特還說(shuō),,梅西百貨一直在嘗試小型商店模式,,這有助于“回填”其沒(méi)有門店的市場(chǎng),并減輕風(fēng)險(xiǎn),。

對(duì)梅西百貨而言,,其剩余的線下門店將是維持電商業(yè)務(wù)、保持客戶注意力,,并為他們提供“比在線購(gòu)物更令人興奮的事物”之關(guān)鍵,。根內(nèi)特認(rèn)為,他斥資100億美元推動(dòng)電商業(yè)務(wù)解決了客戶長(zhǎng)期以來(lái)的抱怨,,這對(duì)門店來(lái)說(shuō)也是一個(gè)重大利好,。

根內(nèi)特說(shuō):“面對(duì)凌亂不堪的門店銷售情況,這是一個(gè)精簡(jiǎn)它們的機(jī)會(huì),,減少重復(fù),,清空‘過(guò)道’?!?/p>

門店將是維持梅西百貨主要業(yè)務(wù)來(lái)源的關(guān)鍵所在,。GlobalData公司的總經(jīng)理尼爾?桑德斯在一份研究報(bào)告中指出:“梅西百貨大多數(shù)門店的標(biāo)準(zhǔn)都簡(jiǎn)直令人震驚?!?/p>

梅西百貨推動(dòng)電商業(yè)務(wù)的另一個(gè)好處是:它將減少公司對(duì)服裝的依賴——這是疫情期間消費(fèi)者支出中受沖擊最嚴(yán)重的業(yè)務(wù)之一,。電商的發(fā)展將擴(kuò)大梅西百貨在家居用品和美容等增長(zhǎng)領(lǐng)域的研究。通過(guò)讓外部品牌自己來(lái)完成更多的訂單,,該公司得以免于購(gòu)買和處理額外的庫(kù)存,。從邏輯上來(lái)說(shuō),梅西將在更快進(jìn)入熱門品類這方面更加靈活,。

“我相信,,隨著時(shí)間的推移,服裝在我們整體業(yè)務(wù)中所占的比例將繼續(xù)下降,?!备鶅?nèi)特說(shuō)道。

幸運(yùn)的是,,梅西百貨多年來(lái)一直在增強(qiáng)自己的電商實(shí)力,,成為首批提供實(shí)體店提貨服務(wù)的大型零售商之一?,F(xiàn)在,這家百貨公司正試圖從歷史上最大的危機(jī)風(fēng)暴中恢復(fù)過(guò)來(lái)——這將更加依賴其數(shù)字實(shí)力,。而且,,該公司還將面對(duì)更強(qiáng)大的競(jìng)爭(zhēng)對(duì)手:其于2月23日公布的計(jì)劃,在很大程度上與諾德斯特龍(Nordstrom)本月早些時(shí)候宣布的計(jì)劃相呼應(yīng),。

2020年,,梅西百貨的凈銷售額下降29%,至173.5億美元,,凈虧損39億美元,。該公司預(yù)計(jì)今年的銷售額將增長(zhǎng)20%,從表面上看,,這已經(jīng)相當(dāng)不容易,。但退一萬(wàn)步講,梅西百貨倘若真實(shí)現(xiàn)了這一目標(biāo),,銷售額仍然要比2019年的水平低40多億美元,。因此,梅西百貨的確需要電商的推動(dòng)來(lái)獲得回報(bào),。

根內(nèi)特說(shuō):“在‘所有我們知道的事情’上,,我們?nèi)匀挥袡C(jī)會(huì)向前推進(jìn),保持這種增長(zhǎng)勢(shì)頭,?!保ㄘ?cái)富中文網(wǎng))

編譯:楊二一

In a horrible year for Macy's, during which the pandemic decimated its already struggling business, one big source of relief for the department store operator came from its e-commerce operations.

Macy's—long a strong online retailer—said on February 23 that online sales rose 21% during the holiday quarter and generated almost half of its sales, blunting the sales drop at its physical stores. Comparable sales including e-commerce fell 17% in the quarter.

Already a top 10 digital retailer, Macy's now says it can get to $10 billion in digital sales within three years, up from about $7.6 billion in 2020. (It lags behind only Amazon in online U.S. shoe and clothing sales.)

Macy's CEO Jeff Gennette told Fortune on February 23 that the company would hit that milestone by widening its online assortment with more styles and sizes than it carries in stores, having the brands Macy’s sells ship more items directly to customers, adding more brands and product categories, and using its stores to an even greater degree to help it fill orders. Last quarter, stores helped fill 25% of Macy's online orders either by having shoppers come to retrieve them or using store inventory to fill them, two things that bolster profits.

"We have a profitable business, and it’s growing," said Gennette. His finance chief, Adrian Mitchell, said Macy's e-commerce business was now more profitable than its stores business.

At the same time, Macy's executives on a conference call with Wall Street analysts defended the role of stores in its operations, even as the retailer continues to close 125 stores in lower-tier malls.

Stores act as billboards and marketing tools for Macy's and remind shoppers it exists. Mitchell said Macy's online sales per capita were around twice or three times higher in markets where it has stores. (Macy's has been tinkering with a small-store format that Gennette says could help it "backfill" markets where it doesn't have stores and mitigate that risk.)

Macy's remaining stores will remain key to supporting its e-commerce, sustaining customer awareness, and offering them something more exciting than online shopping. And Gennette sees a key benefit there for stores from his $10 billion e-commerce push in addressing a long-held customer gripe.

"They were cluttered, so this is an opportunity to get them streamlined, cut out a lot of duplication, get things out of the aisle," Gennette said.

That will be key to protecting the venue in which Macy's still gets the bulk of its business: stores. GlobalData managing director Neil Saunders said in a research note, "Standards in most Macy’s shops, for example, are little short of appalling."

Another benefit to Macy's e-commerce push: It will reduce the chain's reliance on clothing, one of the hardest-hit parts of consumer spending during the pandemic, and allow it to expand its research in growing areas like home goods and beauty. By having outside brands fill more orders themselves and spare Macy's from having to buy and deal with extra inventory, the logic goes, Macy's will be more flexible in getting into hot categories faster.

"Apparel, I believe, over time is going to continue to shrink as a percentage of our overall business," he says.

Luckily for Macy's, the company has been building up its e-commerce muscle for years, being one of the first big retailers to facilitate in-store pickup of online orders. Now, as the department store looks to recover from the biggest storm in its history, it will rely on its digital prowess even more. And face stronger competitors: Much of what Macy's outlined on February 23 echoes what Nordstrom, for one, announced earlier this month.

Macy's net sales fell 29% in 2020 to $17.35 billion, and it suffered a net loss of $3.9 billion. It expects sales to rise as much as 20% this year, which on the face of it seems impressive. But even if that happens, and it's a big if, that would still leave it more than $4 billion below 2019 levels. So it really needs the e-commerce push to pay off.

"We have the opportunity to push the gas on all the things we know maintain this growth," Gennette said.

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