新零售商业模式的三个思考
一、市场关系是第一逻辑
提到未来零售,大家的关注点各有不同。在我看来,市场规则、市场关系是电商模式的第一逻辑,其他因素依附于第一逻辑。因此,新零售的破局点首先应该向内看,向眼皮下面的产品模式要出路。没有基础的市场规则的改变,治标不治本。
我们可以想一下,有什么技术会比互联网的变革更大?电商高速发展近20,现在占零总比依然很低,2016年大概15%左右。那么,问题出在哪里了呢?
二、技术引领商业模式vs商业模式释放技术
主流电商平台的产品模式形成,遵循了互联网产品发展的一般路径:痛点--用户需求--完善发展--生态体系。这在技术兴起的时候没有问题,因为有技术红利、用户红利。
换句话说,原来一直是技术带着商业模式跑,到一定阶段,技术的红利进入平缓期,市场关系的结构性矛盾就成了最主要的制约。现在电商就到了这样的时期。回过头来看,延续下来的产品模式解决不了市场关系的结构性难题。
不仅电商如此,整个互联网,大到整个社会都面临这样的问题。这其实是一个常识,上学的时候我们经常背的“生产力和生产关系的相互作用”,解释当前的困惑就非常恰当。从社会学上来讲,再正常不过的现象,但对于电商行业来讲,是新的历史阶段遇到的新难题。
三、市场关系引领的产品模式需要用系统思维来解决问题
市场关系是体系是系统,有别于我们平时做产品的理念。单独解决好某个点、某条线,做得再好也不解决根本问题。就好像汽车跑偏,有轮胎问题、悬挂问题、刹车问题,单独调整轮胎、调整悬挂,都不治本。
要解决线上线下结合,从商业模式上得重点解决以下难题:
1、如何改革传统市场渠道,实现渠道在线化;
2、如何解决传统商业的分地域制,和电商全地域销售的冲突;
3、如何提高渠道效率,降低流通成本,增加用户体验和价值;
4、如何让上述的这些要求形成一套有机、高效的系统,给关键的用户角色创造价值,调动市场的力量来推动模式变革。
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