去年,李維斯(Levi’s)宣布了在塔吉特(Target)的140間門店銷售其代表性的紅標(biāo)牛仔褲,這對(duì)那些銷售李維斯產(chǎn)品的百貨公司而言無(wú)疑是個(gè)壞消息。
雖然李維斯旗下的超低價(jià)品牌丹寧鎮(zhèn)(Denizen)一直在這家折扣零售商銷售,但其高管一直不太希望將自家在梅西(Macy’s)、彭尼(J.C. Penney)、西爾斯(Sears)、貝爾克(Belk)等百貨店銷售火爆的旗艦產(chǎn)品推向塔吉特這樣的大賣場(chǎng)。
然而,如今傳統(tǒng)百貨業(yè)深陷“關(guān)門潮”,反觀塔吉特卻是一派欣欣向榮的景象。正是在此背景之下,李維斯決定加倍擴(kuò)大與塔吉特的合作規(guī)模,并于上月宣布將雙方合作門店數(shù)量增至500家。
今年10月,李維斯宣布,計(jì)劃在部分迪克體育用品商店(Dick’s Sporting Goods)銷售旗下產(chǎn)品,這一消息無(wú)疑給商場(chǎng)零售企業(yè)帶來(lái)了更大的壓力。與塔吉特一樣,迪克體育用品店也主要分布在購(gòu)物街區(qū)。作為李維斯的長(zhǎng)期合作伙伴,科爾士(Kohl’s)也是購(gòu)物街區(qū)的“老面孔”,李維斯的首席執(zhí)行官切普·伯格表示與之合作空間還很大。
雖然李維斯把建設(shè)自營(yíng)門店和網(wǎng)站作為優(yōu)先選項(xiàng),但仍然無(wú)法改變其對(duì)零售商的依賴,該公司2019年銷售額的70%都來(lái)自北美批發(fā)業(yè)務(wù)。
長(zhǎng)期以來(lái),購(gòu)物中心的百貨店一直是李維斯主要的銷售渠道,但受新冠疫情影響,李維斯全球銷售額急劇下滑(上季度銷售下滑26%),于是,該公司決定轉(zhuǎn)而投向新的零售商群體。
伯格在接受《財(cái)富》雜志采訪時(shí)說(shuō):“某種意義上說(shuō),我們只是調(diào)整了自己對(duì)客戶的看法、保持了開(kāi)放的心態(tài)而已。”他又補(bǔ)充道,李維斯高管團(tuán)隊(duì)考量的問(wèn)題其實(shí)很簡(jiǎn)單,那就是“誰(shuí)更得消費(fèi)者的歡心?我們?nèi)绾尾拍軌蚺c之一起贏得消費(fèi)者的喜愛(ài)?”
事實(shí)證明,購(gòu)物街區(qū)更受歡迎。百貨公司已經(jīng)失去了對(duì)消費(fèi)者的吸引力,骯臟混亂的環(huán)境、亂七八糟的商品組合、毫無(wú)秩序的店鋪排列都讓消費(fèi)者望而卻步。相比之下,塔吉特、迪克體育和科爾士等商家的門店就維護(hù)得很好,而且與商場(chǎng)相比,這些門店距離消費(fèi)者也更近。
據(jù)伯格介紹,即便在其2011年上任公司首席執(zhí)行官后,李維斯高層對(duì)塔吉特的成見(jiàn)依然存在,他說(shuō):“當(dāng)時(shí)大家總以為那些去大賣場(chǎng)購(gòu)物的消費(fèi)者不會(huì)買我們的產(chǎn)品?!?/p>
在談及塔吉特時(shí),伯格表示:“他們能夠吸引到客流,自然就可以幫助我們賣出去東西。”迪克體育與李維斯的合作雖然剛剛起步,規(guī)模也不大,但在為李維斯引入新客群方面已然頗有建樹(shù),(憑借良好的合作成果,)雙方的合作很可能還會(huì)進(jìn)一步擴(kuò)大。相較于塔吉特售價(jià)40美元的牛仔褲,李維斯在迪克體育銷售的牛仔褲價(jià)格更貴,通常為70美元。
而正在竭力避免陷入彭尼百貨和梅西百貨相同困境的科爾士,則為李維斯觸達(dá)“媽媽消費(fèi)者”提供了機(jī)會(huì),這是牛仔褲品牌十分看重的消費(fèi)群體。女性產(chǎn)品貢獻(xiàn)了李維斯超過(guò)三分之一的營(yíng)收,遠(yuǎn)超伯格上任首席執(zhí)行官時(shí)的比例,但仍未達(dá)到該公司預(yù)期的水平??茽柺肯鳒p數(shù)十個(gè)自有品牌的行動(dòng)讓伯格看到了機(jī)會(huì)。他說(shuō):“李維斯擁有極強(qiáng)的品牌實(shí)力,但我們的女性業(yè)務(wù)還有很大的提升空間?!?/p>
不過(guò),伯格很快補(bǔ)充道,雖然彭尼百貨現(xiàn)在的門店數(shù)量只有其鼎盛時(shí)期的三分之一,但考慮到其與梅西百貨的影響力,這些百貨公司仍然是李維斯不可或缺的合作伙伴。
增加門店數(shù)量,縮小門店規(guī)模
考慮到直營(yíng)店能夠給企業(yè)帶來(lái)更高的收益和更大的控制權(quán),無(wú)論批發(fā)零售渠道的組合如何變化,李維斯仍然會(huì)將直營(yíng)業(yè)務(wù)作為其提升業(yè)績(jī)的主要著眼點(diǎn)。
李維斯在全球擁有約3100家門店,但真正由該公司擁有和經(jīng)營(yíng)的只有約850家,其余則為特許專賣店,主要分布在美國(guó)以外地區(qū)。如果再去掉工廠直銷店,那么李維斯在全美擁有的常規(guī)門店數(shù)量將進(jìn)一步減少到35家。
伯格指出,在波士頓等城市,距離市區(qū)最近的李維斯門店竟然在遠(yuǎn)郊的奧特萊斯,這也讓他看到了開(kāi)設(shè)更多常規(guī)門店的機(jī)會(huì)。面向美國(guó)消費(fèi)者的新一代門店將借鑒歐洲門店的風(fēng)格,面積一般在280平方米左右,遠(yuǎn)小于美國(guó)本土現(xiàn)有門店的規(guī)模。伯格表示:“我們不會(huì)把所有的產(chǎn)品都塞到這些門店銷售?!?/p>
也就是說(shuō),雖然伯格認(rèn)為美國(guó)市場(chǎng)有足夠的空間讓李維斯再開(kāi)100家門店,但這些門店更可能會(huì)走“小而美”的路線。此外,由于李維斯北美市場(chǎng)的大部分銷售額依然來(lái)自批發(fā)業(yè)務(wù),而且這種情況在可預(yù)見(jiàn)的未來(lái)不會(huì)發(fā)生改變,李維斯預(yù)計(jì)將繼續(xù)借助新晉零售合作伙伴的力量提升業(yè)務(wù)份額。伯格說(shuō):“我們?cè)谑袌?chǎng)上表現(xiàn)不俗,不過(guò)還是要再接再厲才行?!保ㄘ?cái)富中文網(wǎng))
譯者:梁宇
審校:夏林
去年,李維斯(Levi’s)宣布了在塔吉特(Target)的140間門店銷售其代表性的紅標(biāo)牛仔褲,這對(duì)那些銷售李維斯產(chǎn)品的百貨公司而言無(wú)疑是個(gè)壞消息。
雖然李維斯旗下的超低價(jià)品牌丹寧鎮(zhèn)(Denizen)一直在這家折扣零售商銷售,但其高管一直不太希望將自家在梅西(Macy’s)、彭尼(J.C. Penney)、西爾斯(Sears)、貝爾克(Belk)等百貨店銷售火爆的旗艦產(chǎn)品推向塔吉特這樣的大賣場(chǎng)。
然而,如今傳統(tǒng)百貨業(yè)深陷“關(guān)門潮”,反觀塔吉特卻是一派欣欣向榮的景象。正是在此背景之下,李維斯決定加倍擴(kuò)大與塔吉特的合作規(guī)模,并于上月宣布將雙方合作門店數(shù)量增至500家。
今年10月,李維斯宣布,計(jì)劃在部分迪克體育用品商店(Dick’s Sporting Goods)銷售旗下產(chǎn)品,這一消息無(wú)疑給商場(chǎng)零售企業(yè)帶來(lái)了更大的壓力。與塔吉特一樣,迪克體育用品店也主要分布在購(gòu)物街區(qū)。作為李維斯的長(zhǎng)期合作伙伴,科爾士(Kohl’s)也是購(gòu)物街區(qū)的“老面孔”,李維斯的首席執(zhí)行官切普·伯格表示與之合作空間還很大。
雖然李維斯把建設(shè)自營(yíng)門店和網(wǎng)站作為優(yōu)先選項(xiàng),但仍然無(wú)法改變其對(duì)零售商的依賴,該公司2019年銷售額的70%都來(lái)自北美批發(fā)業(yè)務(wù)。
長(zhǎng)期以來(lái),購(gòu)物中心的百貨店一直是李維斯主要的銷售渠道,但受新冠疫情影響,李維斯全球銷售額急劇下滑(上季度銷售下滑26%),于是,該公司決定轉(zhuǎn)而投向新的零售商群體。
伯格在接受《財(cái)富》雜志采訪時(shí)說(shuō):“某種意義上說(shuō),我們只是調(diào)整了自己對(duì)客戶的看法、保持了開(kāi)放的心態(tài)而已?!彼盅a(bǔ)充道,李維斯高管團(tuán)隊(duì)考量的問(wèn)題其實(shí)很簡(jiǎn)單,那就是“誰(shuí)更得消費(fèi)者的歡心?我們?nèi)绾尾拍軌蚺c之一起贏得消費(fèi)者的喜愛(ài)?”
事實(shí)證明,購(gòu)物街區(qū)更受歡迎。百貨公司已經(jīng)失去了對(duì)消費(fèi)者的吸引力,骯臟混亂的環(huán)境、亂七八糟的商品組合、毫無(wú)秩序的店鋪排列都讓消費(fèi)者望而卻步。相比之下,塔吉特、迪克體育和科爾士等商家的門店就維護(hù)得很好,而且與商場(chǎng)相比,這些門店距離消費(fèi)者也更近。
據(jù)伯格介紹,即便在其2011年上任公司首席執(zhí)行官后,李維斯高層對(duì)塔吉特的成見(jiàn)依然存在,他說(shuō):“當(dāng)時(shí)大家總以為那些去大賣場(chǎng)購(gòu)物的消費(fèi)者不會(huì)買我們的產(chǎn)品。”
在談及塔吉特時(shí),伯格表示:“他們能夠吸引到客流,自然就可以幫助我們賣出去東西。”迪克體育與李維斯的合作雖然剛剛起步,規(guī)模也不大,但在為李維斯引入新客群方面已然頗有建樹(shù),(憑借良好的合作成果,)雙方的合作很可能還會(huì)進(jìn)一步擴(kuò)大。相較于塔吉特售價(jià)40美元的牛仔褲,李維斯在迪克體育銷售的牛仔褲價(jià)格更貴,通常為70美元。
而正在竭力避免陷入彭尼百貨和梅西百貨相同困境的科爾士,則為李維斯觸達(dá)“媽媽消費(fèi)者”提供了機(jī)會(huì),這是牛仔褲品牌十分看重的消費(fèi)群體。女性產(chǎn)品貢獻(xiàn)了李維斯超過(guò)三分之一的營(yíng)收,遠(yuǎn)超伯格上任首席執(zhí)行官時(shí)的比例,但仍未達(dá)到該公司預(yù)期的水平??茽柺肯鳒p數(shù)十個(gè)自有品牌的行動(dòng)讓伯格看到了機(jī)會(huì)。他說(shuō):“李維斯擁有極強(qiáng)的品牌實(shí)力,但我們的女性業(yè)務(wù)還有很大的提升空間?!?/p>
不過(guò),伯格很快補(bǔ)充道,雖然彭尼百貨現(xiàn)在的門店數(shù)量只有其鼎盛時(shí)期的三分之一,但考慮到其與梅西百貨的影響力,這些百貨公司仍然是李維斯不可或缺的合作伙伴。
增加門店數(shù)量,縮小門店規(guī)模
考慮到直營(yíng)店能夠給企業(yè)帶來(lái)更高的收益和更大的控制權(quán),無(wú)論批發(fā)零售渠道的組合如何變化,李維斯仍然會(huì)將直營(yíng)業(yè)務(wù)作為其提升業(yè)績(jī)的主要著眼點(diǎn)。
李維斯在全球擁有約3100家門店,但真正由該公司擁有和經(jīng)營(yíng)的只有約850家,其余則為特許專賣店,主要分布在美國(guó)以外地區(qū)。如果再去掉工廠直銷店,那么李維斯在全美擁有的常規(guī)門店數(shù)量將進(jìn)一步減少到35家。
伯格指出,在波士頓等城市,距離市區(qū)最近的李維斯門店竟然在遠(yuǎn)郊的奧特萊斯,這也讓他看到了開(kāi)設(shè)更多常規(guī)門店的機(jī)會(huì)。面向美國(guó)消費(fèi)者的新一代門店將借鑒歐洲門店的風(fēng)格,面積一般在280平方米左右,遠(yuǎn)小于美國(guó)本土現(xiàn)有門店的規(guī)模。伯格表示:“我們不會(huì)把所有的產(chǎn)品都塞到這些門店銷售。”
也就是說(shuō),雖然伯格認(rèn)為美國(guó)市場(chǎng)有足夠的空間讓李維斯再開(kāi)100家門店,但這些門店更可能會(huì)走“小而美”的路線。此外,由于李維斯北美市場(chǎng)的大部分銷售額依然來(lái)自批發(fā)業(yè)務(wù),而且這種情況在可預(yù)見(jiàn)的未來(lái)不會(huì)發(fā)生改變,李維斯預(yù)計(jì)將繼續(xù)借助新晉零售合作伙伴的力量提升業(yè)務(wù)份額。伯格說(shuō):“我們?cè)谑袌?chǎng)上表現(xiàn)不俗,不過(guò)還是要再接再厲才行?!保ㄘ?cái)富中文網(wǎng))
譯者:梁宇
審校:夏林
A major sign of trouble for department stores that sell Levi’s came last year when the denim-clothing maker announced that Target would start selling Levi’s signature Red Tab jeans at 140 of its stores.
The discount retailer had long carried an ultracheap Levi Strauss & Co. brand called Denizen, but Levi’s executives had considered a mass retailer like Target as an afterthought for its flagship products, which sold briskly at mall stalwarts like Macy’s, J.C. Penney, Sears, and Belk.
But those retailers, and many of the malls they inhabit, have struggled in recent years—resulting in the closing of hundreds of stores—while Target has thrived. Levi’s is now doubling down on the Target partnership and last month said that it would expand to 500 stores.
Adding to the pressure on mall retailers: In October, Levi’s announced it would start selling at some Dick’s Sporting Goods stores, which like Target, are concentrated in strip centers. And Levi Strauss CEO Chip Bergh says he sees room for more of his merchandise at Kohl’s, a longtime customer and yet another fixture of strip centers.
While Levi Strauss is prioritizing efforts to build up its own stores and website, the company still depends on retail customers: Its wholesale business in North America accounted for 70% of 2019 sales.
The company’s shift away from its longtime mall-based department store customers to a new cohort of retailers comes at a time when Levi’s needs to stem sharp COVID-led declines in global sales (down 26% in the most recent quarter).
“Some of this was just reconsidering our own thinking about our customers, and being open-minded,” Bergh tells Fortune. The question Levi’s executives asked themselves was simple, he added: “Who’s winning with the consumers, and how do we win with the winners?”
Those winners, it turns out, have been the strip center retailers. Shoppers have gravitated away from department stores, turned off by often messy stores, incoherent merchandise mixes, and malls in disarray. In contrast, Target, Dick’s, and Kohl’s stores are well maintained and are often located closer to shoppers than malls are.
“There was always this perception that a customer going into a mass store was not our customer,” Bergh says of old attitudes toward Target in the Levi C-suite that persisted even after he took the reins in 2011.
“They’ve got people coming into their doors; they’re our kind of customers,” Bergh says of Target. Dick’s, too, is helping Levi’s win new customers with a partnership that is starting small but is likely to grow, and that showcases Levi’s more expensive jeans, typically priced at $70 compared with $40 at Target.
Even Kohl’s, struggling to avoid the same trends that have hurt Penney and Macy’s, offers Levi’s access to a clientele the jeans maker has made a big priority: moms. Women’s products generate more than a third of Levi’s revenue, much more than when Bergh became CEO, but less than what the company would like. And with Kohl’s dropping dozens of its store brands, Bergh sees an opening. “Levi’s is so strong right now, and our women’s business is underdeveloped,” he says.
Still, Bergh is quick to add that Macy’s and even Penney, a retailer with a third of the stores it had at its peak only a few years ago, are still essential given their reach.
More stores, but make them smaller
However much the mix of retailers in Levi’s wholesale business evolves, direct-to-consumer selling will remain a major focus for Levi’s growth, given the higher profits and greater control it offers.
Levi’s has some 3,100 stores around the world, of which only about 850 are owned and operated by the company, the rest being franchised primarily overseas. Whittle it down further by excluding outlet stores and Levi’s has only 35 regular U.S. stores.
Bergh sees opportunity to open many new such stores, pointing to markets like Boston where the closest Levi’s locations are outlet stores in the faraway exurbs. That next generation of U.S. stores will take a page from Levi’s European stores, which are typically about 3,000 square feet in size, far smaller than they are stateside. “We don’t stuff them with everything we own and we sell,” Bergh says.
So while Bergh sees room for 100 more U.S. stores over time, don’t expect them to be large, disorganized bazaars. And with the bulk of Levi’s North American sales still coming from wholesale—a situation likely to continue for the foreseeable future—expect Levi’s to keep looking to increase the share of business from its newer retail customers like Target and Dick’s. “We’re winning in the marketplace,” says Bergh. “Give us more.”