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寺库上市首日股价破发23% 潮牌电商有货IPO提上日程

2017-09-25 07:31:53   中国经济网

单就GMV来看,有货与寺库不相上下。而在钮丛笑的规划中,有货将在两三年内上市,而在上市前,有货需要先完成一件大事。

电商争相开设线下店

在马云“新零售”概念催化下,电商行业的赛道开始从线上转到线下,以线下门店为主要载体的“新零售”已成为言必谈的热词。

“以后大家会看到我们在市场上的整个发展。我们最大的竞争对手来自线下的购物中心,而非线上”,寺库首席运营官陈健豪坦承。

钮丛笑透露,有货在南京的首家体验店即将开张,首期规模1000平方米,后续要增加至三层楼,5000平方米。值得一提的是,即将开张的南京体验店中,有货还将推出全球首款“智能衣架”——当用户把衣服从该衣架取下时,衣架上方的屏幕马上会显示出衣服的尺码、价格、质感、购买评价、穿着效果以及类似产品等各种信息,为用户决策提供参考。

“我们的规划是在南京、北京、上海、广州等城市,每个城市都开一家5000平米到1万平米的潮流中心,里面除了潮流服饰,还有绿植的、咖啡、摄影、造型、演出、图书、艺术展览、潮流课堂、明星签售等等,是一个多业态的‘有货MALL’”,钮丛笑表示,“相比于万达,潮流中心做的所有的事都是潮流的,比如咖啡是潮流的咖啡,会跟大家喝的星巴克截然不同”。

事实上,相比于寺库,YOHO!的基因不是电商,而是媒体,有些类似麦考林。YOHO!最早是从杂志起家,2006年1月《YOHO!潮流志》正式创刊,2007年开始做社区,2008年开始做有货电商平台,可以视为杂志业务的延伸。截至目前,电商营收已占YOHO!集团总营收的95%,其余5%是广告营收。

或是出身于潮流时尚杂志的原因,有货将选品眼光以及推手能力视为核心门槛,也是不惧天猫和京东的底气所在。“我们不是靠打价格战,而是靠新、靠潮来做生意。我们商品跟天猫的重合度不超过30%,也就是说随便选10件商品有7件在天猫上找不到。与京东的重合度就更低了。”

钮丛笑表示,在加速线下布局的同时,未来也会考虑其它“潮”,比如爱马仕等高端奢侈品。而在业界看来,如果有货未来做大,也会面对来自天猫、京东甚至是寺库的压力。

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