Morning Briefing: Online wächst, Hermes, Globus + Lieferando, Delivery Hero, Lush, Klarna, Amazon, Uber Eats, Watchbox, Google, Baoo, Tiktok, GMW Taskman

There are six things that are explicitly related to e-commerce Coalition agreement, which was published yesterday, on pages 28, 29, 36, 44: 1) The stationary trade needs better conditions to hold its own against “pure online trade”. 2) The aim is fair competition between large digital companies and locally rooted companies. 3) There should be a “level playing field” for digitally supported value creation. 4) The promotion of inner cities will continue. 5) The illegal online trade in protected animal species should be stopped and … 6) the trade in pet animals should be more strictly regulated. All well and good, as long as e-commerce is not assigned the bogeyman role for all problems of stationary trade, see point 1).

Despite the opening: online retail is growing, brick-and-mortar retailing is not
The Federal Statistical Office looked at the development of trade from May to September 2021, i.e. after the end of the most recent lockdown: During this time, sales in online trade were in real terms, calendar and seasonally adjusted, 8.8 percent higher than in the same period 2020 and 36.0 percent above those of 2019, so the press release. For stationary retail, on the other hand, the office determined a decrease of 0.2 percent (compared to 2020) and an increase of 2.9 percent (compared to 2019). “Retail in storefronts could benefit from the reopening of stores […] hardly benefited so far “, sums up the office – and proves that this gap has existed for a long time: from 2015 to 2019, online sales rose by 9.5 percent per year, stationary by 1.9 percent. So the pandemic was here too not triggers, but amplifiers.

Every fourth Hermes parcel shop is a petrol station
Logistician Hermes sings the praises of gas stations: Of the 16,000 or so Hermes parcel shops currently in Germany, one in four is integrated into a petrol station, i.e. around 4,000. Good accessibility, the location along daily walking or driving routes, long opening times and sufficient parking spaces speak for them.

Two short messages about food delivery services

  • In October there were reports Globus I want to work with a delivery service (the “Morning Briefing” reported), now it starts: Globus is cooperating in Koblenz according to the press release from now on with Lieferando, Dishes from the Globus restaurant are delivered, including “the popular Globus sushi platters”.
  • Delivery Hero wants to issue 591,854 new registered ordinary shares (which corresponds to around 0.24 percent of the registered share capital) to employees, reports


TRADE INTERNATIONALLush is leaving five out of eight social media platforms

The British cosmetics brand Lush announces, to withdraw completely from the social media platforms Facebook, Instagram, Whatsapp, Snapchat and Tiktok on November 26th. Because there are, among other things, whistleblowers “overwhelming evidence that we are at risk from using social media. I am not ready to expose my customers to this damage. So out with it“, says Lush co-founder Mark Constantine.” Until these platforms offer a safe environment for their users. “With the slogan” Lush becomes anti-social “and the formulation of”Anti-Social Media Principles“, which should apply in all 48 Lush countries, the cosmetics specialist is positioning itself downright aggressively. However, it wants to continue to be represented on Twitter, Youtube and Linkedin.

Press: Klarna “could be dangerous for retailers”
At the beginning of November, the payment service provider Klarna announced its “all-in-one app” (the “Morning Briefing” reported). sees the offer ambiguous: “Klarna is emulating the big Chinese companies and is offering consumers an app that they never have to leave because ideally they can find everything they need there,” writes the paper. Klarna will become an additional “gatekeeper” who will determine who will get customer contact and who will not. In addition, the opportunities to stand out from the competition are reduced. And the customer data no longer ended up in the shops, but at Klarna. Conclusion: “This dependency is not only dangerous for the retail trade, it is also expensive” – ​​because Klarna allows the app service to be “royally rewarded”. Speaking of “princely reward”: According to 75 former and current Klarna employees have now become millionaires.

Amazon loses the head of the stationary business
Cameron Janes, previously Vice President of Physical Retail responsible for Amazon’s brick and mortar business according to Media reports leave the company. According to reports, in his 14 years at Amazon he was responsible for Prime Video, Fire Phone, Kindle, stationary bookstores and the stores of the brand “Amazon Go”. It is not known where he is moving to.

Canada: Uber Eats enables cannabis orders
In the eastern Canadian province of Ontario (According to order cannabis now via the Uber Eats app. However, the fabric is not delivered, but must be picked up personally and against ID from the provider Tokyo Smoke.

Watchbox now ticks faster
The American onliner Watchbox, The specialist in used luxury watches (and not to be confused with the streaming portal of the same name) has received commitments of over 165 million US dollars in a recent financing round, reports The company, founded in 2017, wants to use the money to expand into new markets and expand its range. Watchbox also has stores in the US, Hong Kong, Singapore, Dubai and Switzerland.


Google I: New tool for Retailers

As part of the “Zukunft Handel” initiative by HDE and Google, the search engine operator has announced a free tool called “Local Opportunity Finder“to. Companies” can simply enter the name of their company in the tool and receive immediately implementable, individual suggestions for optimizing their company profile “, promises Google in the blog. An existing Google profile is required. In Germany, according to Google, a company with a fully completed company profile receives almost four times more website visits than companies without a corresponding presence.

New app from Baoo aims to enable local product searches
Stationary retail should become more digital, the Cologne startup Baoo, founded in 2020, has a proposal that is a bit reminiscent of the “yellow pages”: Its app should allow customers to search for products in their area, receive information on availability in stationary retail and buy the things immediately, so So far, partners have been DM, Saturn, Media Markt, Toom, Globus-Baumarkt, Christ and the Superbiomarkt, as well as medium-sized companies. The connection is made via merchandise management systems. In addition to Cologne, they also work in Hamburg, Berlin and Munich, and the app was downloaded around 5,000 times in the first two weeks.

Brands don’t post videos, they post comments on videos
OMR’s marketing bloggers have spotted a new trend: Companies look for Tiktok videos that go viral, post (mostly humorous) comments there and thus achieve “sometimes enormous attention”. The first twelve top comments are under a video with which the US singer Taylor Swift announced a new album on November 12th, all of them by brands. These include the US television station History Channel, the language learning app Duolingo, the racing company Nascar – and Tiktok itself.

Biliti announces distribution of the “GMW Taskman” in Germany
The US vehicle provider Biliti Electrics announces that the e-transporter “GMW Taskman“also to be sold in Germany. The 40 km / h three-wheelers with a loading capacity of 300 kilograms and a range of 80 kilometers have been specially developed for delivery over the last mile in urban areas” and are “by online retailers and food suppliers such as Amazon, Walmart ( Flipkart), IKEA, SokoWatch, BigBasket (Tata), Zomato “. The company that according to their own information Received US $ 400 million in funding at the beginning of November, wants to be a little picky: When choosing partners, “focus on quality instead of quantity”.


Google II: New platform for environmental risks from textile fibers

Google hat on his blog the first version of a platform for “more sustainable decisions” in the procurement of textile fibers presented: The “Global Fiber Impact Explorer” works on the basis of “Google Earth” and shows the environmental risk for 20 different fibers in different regions of the world, including air pollution, Biodiversity, Climate and Greenhouse Gases. According to Google, the platform was created in cooperation with WWF, Stella McCartney, Adidas, Allbirds and H&M and is to be handed over to Textile Exchange for further development.

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