How might the emergence of deepseek affect brick-and-mortar stores?

One,Impact and Challenge: Reconfiguration of Brick-and-Mortar Customer Traffic and Price System

1. Basic consulting alternatives and price transparency
   DeepSeek may accelerate the loss of low-value traffic to brick-and-mortar stores by lowering the threshold for consumers to access specialized information. For example, in the pharmaceutical retail sector, consumers can quickly access medication advice through AI assistants, leading to a decline in in-store consultations. Zhongkang CMH data shows that in 2024, drug sales in brick-and-mortar pharmacies (including O2O) will only increase slightly by 0.3% year-on-year, while e-commerce channels will grow at a rate of 4.6%, with the importance of the channels continuing to rise.
   • case supportAfter filtering invalid inquiries through AI, a pharmacy focused on high-value services and signed up for an annual membership of the "Medication Safety Guardian Program," increasing customer unit price by 18%.
2. Weakening of traditional professional barriers
   The profit model that used to rely on information asymmetry (e.g., drug recommendation) is facing challenges, and DeepSeek's real-time data analytics make it easier for consumers to compare prices, forcing brick-and-mortar stores to shift from "information intermediaries" to "service integrators".

Two,Opportunity and Transformation: the AI-driven evolutionary path for brick-and-mortar stores

1. Service Upgrade: From Transaction Scene to Health Hub
   • Complex Scene Enhancement: AI handles standardized issues (e.g., medication reminders), and pharmacists focus on complex services such as multi-disease coordination. For example, AI warns of "paroxetine + metoprolol" drug interactions, and the pharmacist reviews and explains the risk logic.
   • emotional bonding: Community pharmacies maintain chronic disease patient relationships through AI + manual models, such as reminding elderly people living alone to take their medication to enhance trust.
2. Efficiency Revolution: Data Intelligence Reinvents Operations
   • Dynamic pricing and inventory optimization: DeepSeek integrates weather and holiday data to predict sales, and a supermarket's attrition rate was reduced by 121 TP3T and gross margin increased by 51 TP3T.
   • Shelf layout scientifically: Through the heat map of customer flow and product association algorithm, the exposure of high-margin products in a supermarket increased by 4 times, and the associated purchase rate increased by 18%.

Three,Industry comparison: AI-enabled differentiated competitiveness

Four,Future trends: redefining the "three proximity" advantage of brick-and-mortar stores

DeepSeek drives brick-and-mortar store enhancementsphysical space(Visit the store for an experience),information space(data assets),mental space(emotional connection) integration. Example:

• A community commercial body in Hangzhou: Predicted healthy light food trends through AI, adjusted categories 2 months in advance, and grew 78% in a single month.
• Apparel Brand Stores: Optimized displays after AI analysis of customer movement, purchase conversion rate increased from 10% to 25%.

Conclusion: AI is not a replacement, it is a "decision enhancer".

Brick-and-mortar stores need to proactively embrace the trend of "downsizing and upsizing" and turn AI into a service amplifier. As a retail CEO said, "In the past, we sailed a ship in the fog, and now AI gives radar and navigator." The future competition will beData Asset Depth x Humanized Service AccuracyThe double contest.