Talking about unmanned shelves pitting investors, not as promising as vending machines

01. Whether the unmanned shelf can be used as the front-end drainage business to make money is naturally a good friend. Of course, it is the bad old man who loses money. The friends in the group are chatting in full swing. The introduction is that a group friend sent out a picture about The investment and financing situation of various brands of unmanned shelves. From the table, it can be clearly seen that the latest financing of unmanned shelves is in 2017. When everyone is chatting, another small partner is engaged in unmanned retail. For many years, he has said in the group that if there are millions of investments, the unmanned shelves can be made profitable. I was shocked after hearing this, and immediately asked him if there is a good way to do it. The original words of the little partner are as follows: Use unmanned shelves as an entry store to enter the office building market, such as docking office building customers’ stationery and office supplies business, corporate benefits, holiday gift boxes, computer printers, etc., corporate travel benefits, etc. After listening, I I feel that the logic of thinking is okay. I use unmanned shelves as a front-end drainage medium. After getting familiar with the relationship, I will connect with various back-end businesses. However, the partners in the group find it too difficult to discuss. It is a simple truth. Each company controls Purchasing is usually the boss or purchasing supervisor. Which supplier to purchase is basically mountain-like. Generally, whoever manages the procurement has a familiar supplier. If you change the supervisor, you will change a batch of suppliers. The sensitivity to the degree of price concessions is not high. And, each one has a good relationship with each company's purchasing directors. How high is the labor cost and how high revenue does it need to offset these costs? 02. Along with the information about unmanned shelves in the life of Xingyi, starting from 2019, a lot of information has been directed to the information that unmanned shelf companies and unmanned store brands are no longer good. Many media have said a lot in macro aspects. Now, from the perspective of micro and entrepreneurs, let’s talk about whether the unmanned shelf can be used as the direction of entrepreneurship. When it comes to unmanned shelf brands, there is a brand called Ape Convenience that everyone will be familiar with, especially in Shanghai. I saw it at a friend’s auto repair shop 2 years ago. I remember it was placed in the customer’s rest area. The first few times I went there, the merchandise was still filled with a wide range of drinks and various snacks. Later, I saw it in a friend’s auto repair shop. When I saw it, things were kept sparsely and sparsely. I didn’t say anything about it, and it was sloppy. When I saw this, I suddenly thought of taking the same thing and leaving without paying. This is easy to explain in psychology. It’s not good. Things like to step on a foot again. This is human nature. If there is a dazzling array of items, I would not have this idea. Of course, I did not do it in the end, because the service area also has free food, but if you continue to face this temptation, who can resist it all the time live? Therefore, it can be seen that there is a big problem with the convenience of the ape. The replenishment of the goods can rely on efficiency, but the customers take the goods and display them and cannot reset them in time. This not only affects the business, but also affects the loss rate of the goods, because the stone is not. I am from a physical store. It’s hard to overstate how important the display of goods is to a store. Since last year, I saw the convenience store of Ape Convenience and went in a few times next to FamilyMart’s convenience store. The display level of the goods and the amount of goods laid, compared with the whole family next to them, is the difference between elementary school students and college students, which makes people have no desire to buy. Last month, after passing by again, the goods were discounted by 50%, and the price of a bottle of water was paid in. I bought two bottles of water and passed by again in the past few days. It has been closed. Perhaps, this is the lifelong portrayal of Orangutan convenience; (Unmanned shelf financing data sheet) 03. Unmanned shelf unmanned stores have some natural disadvantages and it is difficult to circumvent us Let’s talk about why it’s so difficult to make unmanned shelves. First, let’s analyze what the unmanned shelves save, which saves salespersons. However, for a mature physical convenience store, labor costs are not in proportion to the total cost. Not high, such as the Shanghai old Daquanjia convenience store. A single store has a monthly turnover of 1 million. Many stores can do it. Among them, the lowest profit is the fresh food box lunch, which is the assault product. The profit of other products is higher, and the overall profit is about 25% (the whole family has the whole family The difficulty of food delivery has reduced the gross profit margin. With 7 to 8 people (24 hours), in Shanghai, the labor cost of up to 50,000 plus all the benefits, accounting for less than 20% of the gross profit, but with these After the salesperson, the product variety and quantity, and the usual display management, will greatly enhance the customer experience, improve the business flow, but just like the whole family has done so, the report said that it only started to make profits in 2018, you know, the whole family In thousands of stores across the country, the daily turnover is hundreds of millions. Where is the high cost? It is high in the supply chain. Only by strong allocation and distribution supply chain can suitable products appear in convenience stores. The unmanned shelf brand just COPY the front end of the physical convenience store, thinking that as long as the product is put on the shelf, sales can be generated. Development has begun without the configuration of the supply chain, which is no different from streaking. In fact, new unmanned shelves and unmanned stores may appear in the future for the problems that have arisen in the convenience of ape. Even if the supply chain, service experience and key displays are partially solved, it can ensure that every customer can handle it neatly and carefully. Are the goods? If the goods are messed up, do they have to be sorted out? How can no one increase the number of SKUs? Regardless of the truth, on this point, I am really not optimistic about the new formats of unmanned retail stores and unmanned shelves in the next few years. In this regard, it is the reliable point of vending machines. Although customers cannot touch the goods, they are still It won't damage the display, customers with fewer SKUs can accept it, and there are enough scenes. Therefore, in general, vending machines are more reliable than unmanned shelves and unmanned stores;