2022年10月6日

長期以來，人們一直認為這是零售的黃金標準，但在達拉斯等城市，以雜貨店為主的購物中心的客流量已經放緩，因為商品價格的上漲促使消費者改變了自己的習慣。Placer的數據顯示，在截至9月份的三個月裏，紐約市食品雜貨中心的客流量有所下降。人工智能。這與全國Placer 5月份的類似數據相吻合，該數據還顯示，在金融不確定性增大的時期，消費者試圖節省汽油費用並大量購買，去好市多(Costco)和山姆會員店(Sam's Club)等超市的次數超過了去傳統雜貨店的次數。數據分析師表示，在2021年創紀錄的購物活動之後，逛雜貨店的人數預計會下降，但經濟動蕩也在起作用。“通貨膨脹肯定有影響，它改變了我們購物的一些模式，”Placer說。ai營銷副總裁Ethan Chernofsky說。“汽油價格真的很重要，因為他們對消費者說，‘少出門。’”過去兩年，隨著人口的激增，市場上湧現了大量新店，DFW的食品雜貨行業迅速擴張。也許最引人注目的是H-E-B，它於9月底在舊金山開設了第一家DFW店，還有五家店正在籌備中。“人們繼續搬到這裏，人口結構繼續非常多樣化，雜貨店也注意到了這一點，”顧問商業地產合夥人菲利普·胡克斯說。Weitzman首席營銷官Leisa Barger說，雜貨店往往靠自己就能取得成功，但它們也會提高聯合租戶的業績。 Grocery-anchored centers comprise close to 74M SF in Dallas, of which 95% is leased, outperforming centers without a grocery anchor, Barger said. “Grocers are critical to the success of so many of these centers,” she said. “They are some of the highest grossing centers in terms of overall profitability, overall productivity.” Grocery-anchored centers across the board have seen traffic dip over the past three months, but that doesn’t mean grocers are losing money, Chernofsky said. At the end of August, total U.S. grocery sales totaled about $71.13B, compared to $66.06B one year prior and $58.54B in 2019, according to the U.S. Census Bureau’s Advance Monthly Retail Trade Report . “It’s not necessarily that grocers are losing out,” he said. “It’s that they’re making more money per trip even if people are making less trips.” When money is tight, certain types of grocers tend to outperform others. People are more likely to patronize stores that are not only closer to home but also meet all of their needs in one visit, which puts all-in-one neighborhood grocers, like Kroger , at an advantage. “Kroger, when you really dive into their strategy, is all about being near their audience,” Chernofsky said. “They benefit from this desire to not go as far; proximity is such an important factor.” Placer data suggests Kroger has been less impacted by a downturn in the economy than other grocers. In August, visits to Kroger-anchored centers were down by about 9% compared to the same month in 2019, whereas non-Kroger anchored centers were down 13.6%. That trend has been consistent each month dating back to September 2021, per the data.