厉玲：如何看阿里拟退出实体零售

联商网03-20

日前，有消息称阿里将逐渐退出传统实体零售业务，董事长蔡崇信在接受采访时表示：阿里回来了，预期未来5年中国电商的渗透率将超过40%。对此，联商网顾问厉玲认为，阿里退出实体零售是迟早的事情，希望阿里能够回来。以下为文字实录：今年年初，阿里新班子上台后，坊间开始出现了各路关于“阿里要把实体零售店卖掉了”的传言。从逻辑上来讲，阿里做不好实体零售，将会变成一种负担。未来也不看好，总不见得把这个担子越挑越重，...

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retail","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.9,"BABA":0.9,"09988":0.6},"content_text":"日前，有消息称阿里将逐渐退出传统实体零售业务，董事长蔡崇信在接受采访时表示：阿里回来了，预期未来5年中国电商的渗透率将超过40%。对此，联商网顾问厉玲认为，阿里退出实体零售是迟早的事情，希望阿里能够回来。以下为文字实录：今年年初，阿里新班子上台后，坊间开始出现了各路关于“阿里要把实体零售店卖掉了”的传言。从逻辑上来讲，阿里做不好实体零售，将会变成一种负担。未来也不看好，总不见得把这个担子越挑越重，将整个企业压垮。所以阿里退出实体零售，是迟早的事情。问题是怎么退出?阿里在当时买这些企业的时候，过于乐观。提出所谓“新零售”概念，以为在“行业”两个字前面加一个“新”就完成任务了。提出新零售后不久，我曾数次公开表示过：没有新零售，只有零售。永永远远实在的零售。至于你用新的手段，新的名字，那是另外一回事情。零售可以有新品牌、新产品、新商店、新业态、新技术，但本质还是零售。提出所谓“新零售”的时候，我觉得他们不懂零售，对行业缺少理解、分析以及实实在在的研究。一方面，阿里当时太有钱，所以一味买进。很多传统企业其实已经碰到困难了，就借机卖身，被阿里收入囊中。然而，阿里收购这些企业以后不消化、不研究、不细耕，弄了一帮我觉得是外行人进行改造，最后也没取得成功。另一方面，气势这么强，别人卖给你，都卖到好价钱。阿里高价收购，没有懂行的人去帮忙管理。或者是管的人就在里面浑水摸鱼，企业肯定越搞越差。再加上现在的形势不好，三年疫情还延缓了阿里在实体零售当中的败局。如果没有疫情的话，很可能2021年张勇就会退下来。当然这个锅不能张勇一个人背，对张勇也是不公平的。那么蔡崇信来了，这对阿里是一个考验。要把实体零售业务卖出去，还是继续整合?整合以后能提升吗?什么时候卖?什么价钱卖?卖给谁?卖了以后怎么办?以上是对新一代CEO和董事长们的考验。前段时间，蔡崇信在接受采访时提到，阿里回来了。而且他认为，未来五年中国电商渗透率会超过40%，目前比例是30%。我认为用一个宏观的数据来说明未来，都太过空洞了。比方说“中国的实体零售一定有未来的”这话现在也可以讲。那阿里为什么退出呢?“中国的电商渗透率会提高的”是阿里的?还是对手的?阿里会占其中多少?有时候领导者会被宏观数据给搞糊涂的。不能以这样一个虚无的概念，来解决企业目前存在的问题。尤其是一把手和高管团队，对这个问题一定要清醒的认识。这种过于宏观的数据，尤其不能拿来指导企业。不管是40%还是30%，任何事情都有可能性。阿里回来了，回到哪儿?当年国美的黄光裕也放话过：国美回来了。时代是非常非常重要的，不是想回来就能回来的。我们很多企业家从原始创业的项目开始做，就觉得特别辛苦。于是去拓展一些新的业务，结果新的业务都没有做好，又回到了自己的实体业务。有些企业家，实体业务始终不丢掉，延伸业务成功的和失败的案例都有。所以企业没什么固定模式。需要担心的是，阿里还回得来吗?让我们拭目以待。我还是希望能够回来，希望能够做得更好。零售是需要有竞争的，竞争就是需要企业和企业之间拿出真本事。唯一的是尊重 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