According to BMC channel research, Shanghai's building materials retail channels have been exhausted since last year. Since the beginning of 2012, the traffic volume and sales of various stores have continued to decline to varying degrees. From January to June, they fell 15% year-on-year. More than 60% of the mall managers admitted that it is difficult to improve during the year. Haomeijia, Xiyingmen, Kolasheng and other stores said that Baoping is not easy, and individual store stores have dropped by 30%-40%. Red Star Macalline, which has become the benchmark for home retail in Shanghai, said: Apart from the slight increase in the number of stores in Shanghai, the other two are in a flat state.

The survival pressure of the first-line home stores is too large, and the vicious competition in the stores is intensifying. The data shows that there are about 120 home store stores in Shanghai, both in terms of quantity and scale, which have exceeded actual consumption demand. During the rainy season, some home stores and furniture markets have seen a scene of consumers from top to bottom. The large number of online sales groups have also caused consumer demand to be dispersed. Home store outsourcing or self-employed online sales have also led to physical stores. Not full, and some even reached the edge of bankruptcy.


The overall status of retail stores is worrisome, and the pace of expansion of home building materials stores continues. Red Star Macalline will open two new stores in Wuzhong and Jinshan next year. Both stores are positioned at high-end, with a building area of ​​about 100,000 square meters. At present, investment promotion has started. However, nearly 30% of the merchants who have followed the Red Star for a long time said that the rent pressure is huge, and the logistics and management are weak. The Jiayishan store was renovated in June, and the Jiananjiadian store opened in May against the market. The volume is roughly the same as that of Yishan. The current occupancy rate of the mall is acceptable.

In the summer, the traditional off-season is coming. Although the entire home building materials industry has entered a difficult period, the home store that follows a development path of “rent-receiving” has not stopped the store in order to maintain the income of the store, and continues to “collect rent”, while the original store Rents are still rising every year. This result directly triggered the increase in the vacancy rate of the stores, and the merchants began to collectively “defect”.

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