TmallSupermarketLeadingtheTransformationofTraditionalRetailLIYonghe,PresidentofTmallSupermarket1September23-24,2019Hangzhou,ChinaReformingthe“OldTown“旧城改造�2Reformingthe“OldTown“旧城改造Reformingthe“OldTown“旧城改造�3010203MarketSizeofTraditionalRetailandTransformationProgress旧城规模及改造进展TraditionalSupermarketsPainPointsandSolutions传统商超的痛点和解决方案ScalabilityandSustainabilityofTaoxianda淘鲜达模式的规模化与可持续发展�4大卖场同比年对年金额增速HypermarketRetailSalesAnnualGrowth（1）2014201520162017201820194.5%2.4%0.7%0.6%5.8%-0.8%快速消费品城镇零售渠道销售额占比Fast-MovingConsumerGoodsRetailMarket（2014-2018）年复合增长率CompoundAnnualGrowthRate20142015201620172018(1)电子商务35.1%eCommerce便利店2.0%ConvenienceStores大卖场0.6%Hypermarkets超市/小超市1.7%Supermarkets杂货店-5.7%Mom&PopShops其他3.7%Other线下零售增速放缓，电商营收规模仍持续增长，传统商超“旧城改造”市场巨大SignificantMarketOpportunitiesinTransformingTraditionalRetailNote:
1.KWP&Bain,“ChineseShoppersReportSeriesI”(2019).3.5%23.6%39.4%6.7%20.8%7.9%3.3%22.4%39.0%6.1%21.3%11.1%3.5%21.9%37.3%5.3%21.0%13.4%21.5%36.4%4.7%20.7%16.7%3.2%20.2%35.3%4.4%20.1%6.0%3.5%�5Note:1.AsofAugust31,2019.淘鲜达数字化赋能线下零售商超TaoxiandaDigitizesandTransformsOfflineRetailStores……�6Notes:1.AsofAugust31,2019.2.Includeprefecturalandcounty-levelcitiesasofAugust31,2019.23(1)已加入淘鲜达数字化改造的零售商超品牌DigitizedRetailBrands800+(1)国内已完成数字化的门店数DigitizedRetailStores278(2)淘鲜达门店已覆盖的城市数CitiesCovered淘鲜达数字化赋能线下零售商超TaoxiandaDigitizesandTransformsOfflineRetailStores�7TraditionalSupermarkets�PainPointsandSolutions实体商超的痛点和解决方案�8新货HowtoBuildSupplyChainforNewProducts�如何实现新商品供给？？新人HowtoAcquireNewConsumers�如何获取新客？？新场HowtoBuildEfficientandTrendyStores�如何打造高效新潮的门店？？�910EfficientandTrendyStores更高效、更新潮的门店�1011Note:1.AsofAugust31,2019.�11(1)800+storesStoresCreatingOnlineStores:DigitizationofPhysicalStoresC...
