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abby1988
2021-07-04

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Daily Youxian "social death" secondary market, but Europe has an additional fresh unicorn

欧洲生鲜电商市场还有更多故事可讲吗？

Daily Youxian "social death" secondary market, but Europe has an additional fresh unicorn

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":155939318,"tweetId":"155939318","gmtCreate":1625367851134,"gmtModify":1703740850415,"author":{"id":4087217606700880,"idStr":"4087217606700880","authorId":4087217606700880,"authorIdStr":"4087217606700880","name":"abby1988","avatar":"https://static.tigerbbs.com/0710f79b437227ced5c801d92f93d1d4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Hehe</body></html>","htmlText":"<html><head></head><body>Hehe</body></html>","text":"Hehe","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/155939318","repostId":2148800392,"repostType":2,"repost":{"id":"2148800392","kind":"highlight","pubTimestamp":1625365798,"share":"https://ttm.financial/m/news/2148800392?lang=en_US&edition=fundamental","pubTime":"2021-07-04 10:29","market":"hk","language":"zh","title":"Daily Youxian \"social death\" secondary market, but Europe has an additional fresh unicorn","url":"https://stock-news.laohu8.com/highlight/detail?id=2148800392","media":"36氪出海","summary":"欧洲生鲜电商市场还有更多故事可讲吗？","content":"<html><body><div>This article was first published on<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>Overseas website, welcome to moveletschuhai.comSee more information about global business.<img src=\"https://img.36krcdn.com/20210703/v2_94c8d1d975d947ea9168a54226110ffd_img_png\"/>According to foreign media reports, Rohlik, a Czech fresh e-commerce brand, announced this week that it had just completed a Series C financing of about $118 million, led by Index Ventures, a global venture capital firm. After the completion of this round of financing, Rohlik's valuation reached nearly $1.2 billion, becoming another unicorn of European fresh e-commerce.Three months before closing this round, the company had just raised $230 million in Series B funding. The use of funds in two consecutive rounds of large financing has focused on market expansion. At present, Rohlik's main position is the Czech Republic, and it has entered the Hungarian and Austrian markets. The next step is to expand its services to Munich, Germany.In addition to market expansion, Rohlik also plans to use the funds for team building, technology updates, and product line expansion. In the future, the company also plans to expand its market reach to Romania, Italy, France and Spain, with the goal of becoming the leading fresh food e-commerce platform in Europe.<h3>Rohlik Who is it?</h3>Established in 2014, Rohlik provides \"2-hour delivery\" fresh food delivery service to target market users. With the change of people's consumption behavior, Rohlik, which has been dormant in Czech Republic for 6 years, ushered in its rapid development period. According to Rohlik CEO Čupr, the company's total revenue in 2020 exceeded $360 million, it had more than 750,000 users, and the average unit price per customer was between 60-100 euros.Delivery service is a major feature of Rohlik's target market. Its delivery time is from 7: 00 to 23: 00, and the delivery fee is free for orders up to $55. In addition, Rohlik can accurately deliver the estimated delivery time to 15 minutes, and the estimated delivery time interval of domestic platforms such as Box Horse Fresh is 30 minutes.Čupr, CEO of Rohlik, once said in an interview: \"One of the main reasons for the sluggish European fresh grocery distribution industry in the past is that the products are too single, almost the same as those of traditional chain supermarkets. In contrast, Europeans are more inclined to choose goods on the spot\".Therefore, in terms of business model, Rohlik adopts the full-category model of \"self-operated + third-party joint supply\" to enrich the platform SKU. Except with<a href=\"https://laohu8.com/S/MKS.UK\">Marks & Spencer</a>In addition to cooperating with large supermarkets, it also cooperates directly with local butcher shops, bakeries, seafood markets and other small entities, and even farmers.So far, in addition to its own brand of dairy products and meats, Rohlik also offers more than 17,000 SKUs, covering vegetables and fruits, bread and cheese, seafood and fish, as well as a variety of daily necessities such as medicines, clothes and kitchenware.<img src=\"https://img.36krcdn.com/20210703/v2_54f66a2d5e464f389f933e4b6f076b3d_img_png\"/>Screenshot of Rohlik official websiteIn terms of cargo transportation, Rohlik works with European advanced<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cold chain logistics technology providers have reached cooperation to transport goods directly from the production site to Rohlik's warehouses using classified precise temperature control solutions. According to official website,<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>It takes as fast as 6 hours from picking to delivery to the customer.Through the cooperation of multi-market layout, combined supply chain and cold chain logistics technology, Rohlik can balance the supply of goods according to market demand to a greater extent. In addition, in an interview with TechCrunch, Čupr mentioned: \"Local small businesses and farmers cooperating with technology companies such as Rohlik can effectively increase the current sales volume and may help local economies of scale\".<h3>Europe or Blue Ocean?</h3>As the last blue ocean of the e-commerce market, fresh food has become a new stage for entrepreneurs and investment circles. In addition to Chinese fresh e-commerce companies listed in the fight, venture capital news in other markets has also appeared frequently in the past two years.According to PitchBook data, in 2020, fresh e-commerce startups received a total investment of $7 billion. The pace of investment in 2021 is still accelerating, with the total investment reaching $10 billion as of Q2.<img src=\"https://img.36krcdn.com/20210703/v2_c565ad5c60824a3d864bf87e96926e1a_img_png\"/>Total investment in the global fresh e-commerce trackSource: PitchBookFrom the perspective of market potential, Europe can be said to be a fertile ground with both online shopping penetration rate and consumption strength. According to Eurostat's survey, the penetration rate of online shopping in the 16-54-year-old group in Europe is close to 80%; Among the 55-74-year-old group, the penetration rate of online shopping also exceeded 55%, and the survey respondents spent between 100-500 dollars online in the past three months.However, in sharp contrast to the penetration rate of online shopping, the penetration rate of fresh e-commerce in Europe is extremely low.Even during the strict lockdown in January this year due to the pandemic, only 16% of grocery sales in the UK were online, but this figure has reached a record high, according to a Nielsen survey. As far as European countries as a whole are concerned, the proportion of fresh groceries sold online is even lower, accounting for only 2%-8%.With the gradual excavation of market demand, the prototype of European fresh e-commerce market is slowly emerging. On the whole, players can be divided into \"one-stop fresh e-commerce\", \"vertical fresh e-commerce\" selling a single category and \"local fresh e-commerce\" serving a single region. At present, the most popular one is \"one-stop fresh e-commerce\", which roughly forms three sub-tracks according to the number of SKUs and delivery time.First, it is a super-large comprehensive fresh grocery retail platform represented by Amazon and Ocado. Such players are characterized by long delivery times, but SKUs can reach about 50,000. In an interview with CNBC, a researcher mentioned that such super players are more likely to become the ultimate mergers in the European fresh food market.Second, it is the platform represented by Rohlik, Picnic, Cortilia, etc. The SKU of such players is usually below 30,000, and the delivery time is 1-2 hours. Because European users tend to buy groceries on a weekly basis, platforms with sufficient goods and shorter delivery times have also been popular. No. 1 player Ocado is also laying out the track after the company launched the Ocado<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Business, promises orders can be delivered within 60 minutes.The last category is \"instant delivery\", which is more common in China, and it is also one of the most sought-after sub-tracks by investors in the European market. The \"instant delivery\" platform can usually deliver goods within 10-30 minutes, and the number of SKUs is generally in the thousands, representing players such as Weezy, Getir, Gorillas, etc. Just this Wednesday, Getir, a Turkish fresh e-commerce company valued at $7.5 billion, announced that it was in talks to acquire Blok, a Barcelona-based \"instant delivery\" fresh e-commerce platform.The domestic fresh e-commerce battle has reached the midfield, but the story of the European market may have just begun.Text | Chang WeiqianEditor | Zhao XiaochunFigure | Unsplash<img src=\"https://img.36krcdn.com/20210427/v2_8640ecd2df6d4670929a4f5460d9121f_img_000\"/><img src=\"https://img.36krcdn.com/20210331/v2_9aae9f525fdd4d0bb0e82c167dc46672_img_000\"/>For reports, communication with authors, business cooperation, submission and reprinting, please scan the QR code below to pay attention to WeChat official account \"36 Krypton Goes to Sea\", click the menu bar-Contact Us-Cooperation Requirements, scan the code to fill in the form, and contact us.<img src=\"https://img.36krcdn.com/20210331/v2_96a17730b9cc48f7bddcc3cb8ba4366e_img_000\"/></div></body></html>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Daily Youxian \"social death\" secondary market, but Europe has an additional fresh unicorn</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDaily Youxian \"social death\" secondary market, but Europe has an additional fresh unicorn\n</h2>\n<h4 class=\"meta\">\n\n36氪出海2021-07-04 10:29\n\n</h4>\n</header>\n<article>\n<html><body><div>This article was first published on<a href=\"https://laohu8.com/S/KRKR\">36 Krypton</a>Overseas website, welcome to moveletschuhai.comSee more information about global business.<img src=\"https://img.36krcdn.com/20210703/v2_94c8d1d975d947ea9168a54226110ffd_img_png\"/>According to foreign media reports, Rohlik, a Czech fresh e-commerce brand, announced this week that it had just completed a Series C financing of about $118 million, led by Index Ventures, a global venture capital firm. After the completion of this round of financing, Rohlik's valuation reached nearly $1.2 billion, becoming another unicorn of European fresh e-commerce.Three months before closing this round, the company had just raised $230 million in Series B funding. The use of funds in two consecutive rounds of large financing has focused on market expansion. At present, Rohlik's main position is the Czech Republic, and it has entered the Hungarian and Austrian markets. The next step is to expand its services to Munich, Germany.In addition to market expansion, Rohlik also plans to use the funds for team building, technology updates, and product line expansion. In the future, the company also plans to expand its market reach to Romania, Italy, France and Spain, with the goal of becoming the leading fresh food e-commerce platform in Europe.<h3>Rohlik Who is it?</h3>Established in 2014, Rohlik provides \"2-hour delivery\" fresh food delivery service to target market users. With the change of people's consumption behavior, Rohlik, which has been dormant in Czech Republic for 6 years, ushered in its rapid development period. According to Rohlik CEO Čupr, the company's total revenue in 2020 exceeded $360 million, it had more than 750,000 users, and the average unit price per customer was between 60-100 euros.Delivery service is a major feature of Rohlik's target market. Its delivery time is from 7: 00 to 23: 00, and the delivery fee is free for orders up to $55. In addition, Rohlik can accurately deliver the estimated delivery time to 15 minutes, and the estimated delivery time interval of domestic platforms such as Box Horse Fresh is 30 minutes.Čupr, CEO of Rohlik, once said in an interview: \"One of the main reasons for the sluggish European fresh grocery distribution industry in the past is that the products are too single, almost the same as those of traditional chain supermarkets. In contrast, Europeans are more inclined to choose goods on the spot\".Therefore, in terms of business model, Rohlik adopts the full-category model of \"self-operated + third-party joint supply\" to enrich the platform SKU. Except with<a href=\"https://laohu8.com/S/MKS.UK\">Marks & Spencer</a>In addition to cooperating with large supermarkets, it also cooperates directly with local butcher shops, bakeries, seafood markets and other small entities, and even farmers.So far, in addition to its own brand of dairy products and meats, Rohlik also offers more than 17,000 SKUs, covering vegetables and fruits, bread and cheese, seafood and fish, as well as a variety of daily necessities such as medicines, clothes and kitchenware.<img src=\"https://img.36krcdn.com/20210703/v2_54f66a2d5e464f389f933e4b6f076b3d_img_png\"/>Screenshot of Rohlik official websiteIn terms of cargo transportation, Rohlik works with European advanced<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cold chain logistics technology providers have reached cooperation to transport goods directly from the production site to Rohlik's warehouses using classified precise temperature control solutions. According to official website,<a href=\"https://laohu8.com/S/000061\">Agricultural Products</a>It takes as fast as 6 hours from picking to delivery to the customer.Through the cooperation of multi-market layout, combined supply chain and cold chain logistics technology, Rohlik can balance the supply of goods according to market demand to a greater extent. In addition, in an interview with TechCrunch, Čupr mentioned: \"Local small businesses and farmers cooperating with technology companies such as Rohlik can effectively increase the current sales volume and may help local economies of scale\".<h3>Europe or Blue Ocean?</h3>As the last blue ocean of the e-commerce market, fresh food has become a new stage for entrepreneurs and investment circles. In addition to Chinese fresh e-commerce companies listed in the fight, venture capital news in other markets has also appeared frequently in the past two years.According to PitchBook data, in 2020, fresh e-commerce startups received a total investment of $7 billion. The pace of investment in 2021 is still accelerating, with the total investment reaching $10 billion as of Q2.<img src=\"https://img.36krcdn.com/20210703/v2_c565ad5c60824a3d864bf87e96926e1a_img_png\"/>Total investment in the global fresh e-commerce trackSource: PitchBookFrom the perspective of market potential, Europe can be said to be a fertile ground with both online shopping penetration rate and consumption strength. According to Eurostat's survey, the penetration rate of online shopping in the 16-54-year-old group in Europe is close to 80%; Among the 55-74-year-old group, the penetration rate of online shopping also exceeded 55%, and the survey respondents spent between 100-500 dollars online in the past three months.However, in sharp contrast to the penetration rate of online shopping, the penetration rate of fresh e-commerce in Europe is extremely low.Even during the strict lockdown in January this year due to the pandemic, only 16% of grocery sales in the UK were online, but this figure has reached a record high, according to a Nielsen survey. As far as European countries as a whole are concerned, the proportion of fresh groceries sold online is even lower, accounting for only 2%-8%.With the gradual excavation of market demand, the prototype of European fresh e-commerce market is slowly emerging. On the whole, players can be divided into \"one-stop fresh e-commerce\", \"vertical fresh e-commerce\" selling a single category and \"local fresh e-commerce\" serving a single region. At present, the most popular one is \"one-stop fresh e-commerce\", which roughly forms three sub-tracks according to the number of SKUs and delivery time.First, it is a super-large comprehensive fresh grocery retail platform represented by Amazon and Ocado. Such players are characterized by long delivery times, but SKUs can reach about 50,000. In an interview with CNBC, a researcher mentioned that such super players are more likely to become the ultimate mergers in the European fresh food market.Second, it is the platform represented by Rohlik, Picnic, Cortilia, etc. The SKU of such players is usually below 30,000, and the delivery time is 1-2 hours. Because European users tend to buy groceries on a weekly basis, platforms with sufficient goods and shorter delivery times have also been popular. No. 1 player Ocado is also laying out the track after the company launched the Ocado<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Business, promises orders can be delivered within 60 minutes.The last category is \"instant delivery\", which is more common in China, and it is also one of the most sought-after sub-tracks by investors in the European market. The \"instant delivery\" platform can usually deliver goods within 10-30 minutes, and the number of SKUs is generally in the thousands, representing players such as Weezy, Getir, Gorillas, etc. Just this Wednesday, Getir, a Turkish fresh e-commerce company valued at $7.5 billion, announced that it was in talks to acquire Blok, a Barcelona-based \"instant delivery\" fresh e-commerce platform.The domestic fresh e-commerce battle has reached the midfield, but the story of the European market may have just begun.Text | Chang WeiqianEditor | Zhao XiaochunFigure | Unsplash<img src=\"https://img.36krcdn.com/20210427/v2_8640ecd2df6d4670929a4f5460d9121f_img_000\"/><img src=\"https://img.36krcdn.com/20210331/v2_9aae9f525fdd4d0bb0e82c167dc46672_img_000\"/>For reports, communication with authors, business cooperation, submission and reprinting, please scan the QR code below to pay attention to WeChat official account \"36 Krypton Goes to Sea\", click the menu bar-Contact Us-Cooperation Requirements, scan the code to fill in the form, and contact us.<img src=\"https://img.36krcdn.com/20210331/v2_96a17730b9cc48f7bddcc3cb8ba4366e_img_000\"/></div></body></html>\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://36kr.com/p/1294831386528133\">36氪出海</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/73edaf3c9a3e2c8f22359f6d18274d20","relate_stocks":{"MF":"MindForge Inc."},"source_url":"https://36kr.com/p/1294831386528133","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148800392","content_text":"本文首发于36氪出海网站，欢迎移步letschuhai.com查看更多全球化商业相关资讯。\n\n据外媒报道，捷克生鲜电商品牌 Rohlik 本周发布消息称，其刚刚完成了约合1.18亿美元的 C 轮融资，由全球风险投资公司 Index Ventures 领投。本轮融资完成后，Rohlik 的估值达到了近12亿美元，成为了欧洲生鲜电商又一独角兽。\n在完成本轮融资前三个月，该公司刚刚获得2.3亿美元 B 轮融资。连续两轮大额融资的资金用途重点都在市场扩张上，目前 Rohlik 的主要阵地为捷克，并已进入匈牙利和奥地利市场，下一步计划将其服务扩张到德国慕尼黑。\n除了市场扩张，Rohlik 还计划将该笔资金用于团队建设、技术更新和产品线拓展。未来，公司还计划将其市场范围扩展到罗马尼亚、意大利、法国和西班牙，目标是成为欧洲领先的生鲜电商平台。\nRohlik 是谁？\nRohlik 成立于2014年，为目标市场用户提供“2小时达”生鲜配送服务。随着人们消费行为的改变，在捷克蛰伏6年的 Rohlik 迎来了它的飞速发展期。据 Rohlik 首席执行官 Čupr 介绍，该公司在2020年总营收超3.6亿美元，拥有超过75万用户，平均客单价在60-100欧元之间。\n配送服务是 Rohlik 在目标市场一大特点，其配送时间为7时至23时，订单金额达55美元可免配送费。此外，Rohlik 能将预计送达时段精确到15分钟，国内盒马鲜生一类的平台预计送达时段区间为30分钟。\nRohlik 首席执行官 Čupr 曾在采访中表示：“过去欧洲生鲜杂货配送行业不景气的一大原因是产品太过单一，跟传统连锁商超的货品几乎无异，相比之下欧洲人更倾向于实地挑选商品”。\n因此，在商业模式上，Rohlik 采用“自营+第三方联合供货”的全品类模式来丰富平台 SKU。除了与玛莎百货等大型商超合作之外，其还与本地肉铺、面包店、海鲜市场等小型实体商家，甚至与农户直接合作。\n到目前为止，Rohlik 除了自有品牌的乳制品和肉类外，还提供其他超过17000个 SKU，涵盖蔬菜水果、面包奶酪、海鲜鱼类以及药品、衣服、厨具等各式日常用品。\n\nRohlik 官网截图\n在货品运输方面，Rohlik 与欧洲先进的智能冷链物流技术供应商达成合作，利用分类精准控温方案将货品直接从生产地运输到 Rohlik 的仓库。据官网介绍，农产品自采摘至送到顾客手中最快仅需6小时。\n通过多市场布局、组合型供应链及冷链物流技术的配合，使得 Rohlik 能够更大程度上根据市场需求来平衡货物供给。此外，在 TechCrunch 的采访中，Čupr 提到：“本地小商家及农户与 Rohlik 之类的科技公司合作，能够有效地提升当下的销量，或许可以帮助当地实现规模经济”。\n欧洲还是蓝海？\n生鲜作为电商市场的最后一片蓝海，已经成为了创业者和投资界的新舞台，除了在厮杀中上市的中国生鲜电商们，近两年其他市场的创投消息也频频出现。\nPitchBook 数据显示，2020年全年，生鲜电商初创公司所获投资资金共计70亿美元。2021年投资的速度还在加快，截止 Q2，投资总额已达100亿美元。\n\n全球生鲜电商赛道投资总额 来源：PitchBook\n从市场潜力上来看，欧洲可以说是线上购物渗透率及消费实力兼具的一块沃土。根据 Eurostat 的调查显示，欧洲16-54岁的群体中，网上购物渗透率接近80%；55岁-74岁的群体中，网上购物渗透率也超55%，调查受访者中近三个月网上消费数额均在100-500美元之间。\n然而，与线上购物渗透率形成鲜明对比的是，欧洲生鲜电商渗透率极低。\nNielsen 的一项调查显示，即便是在今年1月英国因疫情实施严格封锁期间，英国也仅有16%的食品杂货销售是通过线上渠道，但这一数据已经创下了历史新高。就欧洲国家整体而言，生鲜杂货通过线上销售的比重更低，仅占2%-8%。\n伴随着市场需求的逐渐挖掘，欧洲生鲜电商市场的雏形也正在慢慢浮现。整体来看，玩家可分为“一站式生鲜电商”、售卖单一品类的“垂类生鲜电商”及服务于单一地区的“本地型生鲜电商”。目前，最受欢迎的当属“一站式生鲜电商”，从 SKU 数量及配送时间来划分，其又粗略形成了三个细分赛道。\n其一，是以 Amazon 及 Ocado 为代表的超大型综合性生鲜杂货零售平台，此类玩家的特点是送货时间较长，但 SKU 可达50,000左右。在 CNBC 的一篇采访中有研究者提到，这类超级玩家在欧洲生鲜市场更有可能成为最终的并购者。\n其二，是以 Rohlik、Picnic、Cortilia 等为代表的平台，这类玩家 SKU 通常在30,000以下，配送时间在1-2小时。由于欧洲用户大多倾向于按周采购食品杂货，因此这类货品足够丰富、配送时间更短的平台也一直广受欢迎。头号玩家 Ocado 也在布局该赛道，此前该公司推出了 Ocado Zoom 业务，承诺订单可在60分钟内送达。\n最后一类是国内较为常见的“即时配送”，在欧洲市场也是当下最受投资者追捧的细分赛道之一。“即时配送”平台通常可做到10-30分钟内送货，SKU 数量一般在数千级别，代表玩家有 Weezy、Getir、Gorillas 等。就在本周三，估值为75亿美元的土耳其生鲜电商 Getir 宣布正在洽谈收购总部位于巴塞罗那的“即时配送”生鲜电商平台 Blok。\n国内生鲜电商战局已到中场，但欧洲市场的故事或许才刚刚开始。\n文｜常薇倩\n编｜赵小纯\n图｜Unsplash\n\n\n寻求报道、与作者交流、商务合作、投稿转载，请扫描下方二维码关注公众号“36氪出海”，点击菜单栏-联系我们-合作需求，扫码填写表单，与我们联系。","news_type":1,"symbols_score_info":{"MF":1}},"isVote":1,"tweetType":1,"viewCount":1516,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}