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          誰來填補RadioShack關門后騰出來的商鋪

          誰來填補RadioShack關門后騰出來的商鋪

          Claire Zillman 2014-03-07
          美國久負盛名的電子產品連鎖店RadioShack宣布將關閉旗下5,100家連鎖店中的1,100家店面。問題是,騰出來這么大的商鋪將由誰來填補?目前,零售行業最賺錢的是食品、服裝和家居。綜合考慮,這家連鎖店可以考慮改行賣墨西哥卷餅。

          ????也許你曾經在一家RadioShack的門店里買過手機充電器,不久這家店面可能會被三明治店面取代,但這對消費者而言是個好消息。

          ????電子產品零售商RadioShack去年第四季度同店銷售額暴跌19%。隨后,RadioShack于周二宣布計劃關閉旗下5,100家連鎖店中的1,100家店面。

          ????大家可能會想,RadioShacks怎么會有這么多店面?其實很多人也都覺得驚訝。相比之下,墨西哥快捷休閑類連鎖餐廳Chipotle(CMG)共有1,600家店面。Panera面包店(Panera Bread)擁有約1,800家店面。甚至來愛德(Rite Aid)藥店的數量(4,600)都沒有RadioShack那么多。

          ????約有20%的RadioShack(RSH)店面即將關門,大家也許還會在心里驚嘆:“哇,這得騰出多少空間呀!”你說得對。零售商減少實體店面時,人們最關心的問題是,空出來的商鋪會由誰來填補?

          ????周二,RadioShack公司告訴《財富》(Fortune),目前還沒有發布將要關閉的店面清單。不過,這家公司在新聞稿中已經表示,將根據地點、區域人口情況、租期和財務業績來決定最終將關閉哪些店面。

          ????世邦魏理仕零售服務部(CBRE Retail Services)高級董事總經理納文?賈吉稱,RadioShack很可能會關閉那些銷售不佳且租金高昂的城市店面。

          ????RadioShack擁有獨立店面和購物商場中的店面。賈吉表示,對RadioShack而言,關閉商場門店更為容易,因為商場所有者對商場店面空間享有優先權,RadioShack本身無法將店面轉租。

          ????關閉獨立店面的難度較大,尤其是那些租約還有好幾年年才會到期的RadioShack店面。這種情況下,就要依賴電子零售商RadioShack自己來填補空間。

          ????Reis商業房地產數據顯示,2013年第四季度,美國全國零售房產空置率為10.4%。2013全年空置率下降了30個基點,比2011年的史上高峰值11.5%僅低了70個基點。大家會覺得這將進一步增加RadioShack填補所有空間的難度。再加上有新聞稱,Abercrombie & Fitch (ANF) 和梅西百貨公司(Macy's)也在削減實體店面,將更多精力轉向電子商務領域。

          ????不過,RadioShack也許能夠借此贏得喘息的機會。它每個店面的面積約為74-93平方米(800-1000平方英尺)。零售房產中,小空間比大空間更容易租出去。想想吧,有幾家企業能夠填補這些巨大的電器城。有些零售領域發展相對良好,賈吉表示:“如今零售業是食品、時裝和家具的天下,這三大類別都表現出了良好的增長。”

          ????如果開時裝店或家具店,RadioShack的店面空間太小。這樣就只剩下食品了,而百貨商店顯然不可能。截至去年11月的12個月期間,快餐店的客流量增長了8%,快餐店是最好的選擇。賈吉說:“現在漢堡和墨西哥卷餅店的花樣很多,相關概念都數以百計”。

          ????RadioShack決定關閉20%的店面,這件事并不讓人意外;德克薩斯州的零售商Forth Worth去年虧損了4億美元。專門從事商業房地產和投資管理的金融和專業服務公司仲量聯行(Jones Lang LaSalle)零售部首席執行官格雷格?馬隆尼說:“我們覺得意外的是,RadioShack居然花了這么長時間才做出這個決定。”

          ????馬隆尼表示,RadioShack減少店面數量,可以更好地服務于某些特定市場領域。至于其他人,大家就在那些曾經擺放電池的地方等著吃墨西哥卷餅吧。(財富中文網)

          ????譯者:Lina

          ????

          ????Here's some good news for consumers: A sandwich shop may soon replace the RadioShack where you bought a phone charger that one time.

          ????On Tuesday, the electronics retailer announced plans to close up to 1,100 of its 5,100 stores as its same-store sales plunged 19% in the fourth quarter of last year.

          ????If you're thinking, "Who knew there were that many RadioShacks?" you're not alone. By comparison, fast casual Mexican restaurant chain Chipotle (CMG) has 1,600 locations in total. Panera Bread (PNRA) has about 1,800. Even Rite Aid (RAD) has fewer locations -- 4,600 -- than RadioShack nationwide.

          ????As 20% of those RadioShack (RSH) locations are set to shutter, another exclamation might come to mind: "Man, that's a lot of empty real estate." Right you are. At a time when retailers are shrinking their brick-and-mortar footprints, the big question is, Who will fill all that space?

          ????RadioShack told Fortune on Tuesday that it is not yet releasing its store closing list, though it said in a press release that it will decide which stores to eliminate based on "location, area demographics, lease life, and financial performance."

          ????It's likely, then, that the closings will come in cities where RadioShack is getting the least sales bang for its real estate rental buck, says Naveen Jaggi, senior managing director of CBRE Retail Services.

          ????RadioShack has standalone stores and shopping mall locations. Closing its mall stores is an easier prospect for the retailer since the mall owner has first dibs on the rights to space; RadioShack itself can't sublet the space, says Jaggi.

          ????Standalone stores are tougher to ditch, especially if there are several years left on RadioShack's lease. In that case, it will be up to the electronics retailer to fill that space.

          ????The national vacancy rate for retail real estate was 10.4% in the fourth quarter of 2013, according to Reis, which tracks commercial real estate data. The rate was down 30 basis points for all of 2013, which put it just 70 basis points shy of its historical peak of 11.1% in 2011. You'd think that that figure -- along with news that Abercrombie & Fitch (ANF) and Macy's (M) are also whittling down their physical locations in favor of greater e-commerce efforts -- would make it difficult for RadioShack to fill all that space.

          ????But here's where RadioShack may catch a break. Each of its locations is approximately 800 to 1,000 square feet, and in retail real estate, smaller space is easier to lease than big box locations -- just think of the limited number of businesses that could fill those giant abandoned Circuit City spots. Plus, there are segments of retail that are relatively healthy: "Retail today is about food, fashion, furniture," Jaggi says. "Those are three categories that are showing good growth."

          ????RadioShack's store space is too small for a clothing or furniture shop. That leaves food, and a grocery store is obviously out of the question. Quick serve restaurants -- an industry in which customer visits increased by 8% for the 12 months ending in November -- present the best option. "And there are hundreds of concepts out there now for burger and taco places," Jaggi says.

          ????RadioShack's decision to close 20% of its stores didn't come as a shock; the Forth Worth, Texas-based retailer lost $400 million last year. "We're surprised it's taken this long," says Greg Maloney, chief executive officer of the retail division at Jones Lang LaSalle, a financial and professional services firm that specializes in commercial real estate and investment management.

          ????The reduction in stores will position RadioShack to better serve niches in particular markets, Maloney says. And the rest of us will now enjoy a taco where those stacks of batteries used to be.

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