Capgemini-消费品和零售供应链战略谋变（英文）-2021.3-44页_3mb

Summary of "The Wake-Up Call: Building Supply Chain Resilience in Consumer Products and Retail for a Post-COVID World"

Core Content

The pandemic has drastically altered the consumer products and retail (CPR) sector, forcing companies to reassess and restructure their supply chain strategies. The report highlights the need for building supply chain resilience in the post-pandemic era, focusing on regionalization, digitization, and sustainability.

Main Themes and Key Insights

1. Impact of the Pandemic on Supply Chains

• Disruptions and Recovery Time: 63% of consumer products companies and 71% of retailers faced significant supply chain disruptions, with recovery taking at least three months.
• Demand Fluctuations: Panic buying and changes in consumer behavior led to unpredictable demand, making forecasting difficult. 69% of retailers and 66% of consumer products companies struggled with demand planning due to lack of accurate data.
• Shift to E-commerce: Online sales surged, accounting for 20% of all retail purchases in 2020, up from 16% in 2019. In the UK, online sales rose from 18.8% to 32.8% of total retail sales in May 2020.
• Consumer Preferences: 59% of consumers preferred retailers with safe delivery practices in November 2020, up from 49% in April. 40% preferred disposable packaging due to health and safety concerns, leading to increased demand for such materials.

2. Changes in Supply Chain Strategy

• Regionalization and Localization: Both retailers and consumer products companies are shifting from global to regional and local supplier and manufacturing bases. 72% of consumer products companies and 65% of organizations are investing in regionalizing or localizing their manufacturing and supplier base.
• Reduced Global Dependency: By 2023, global suppliers and manufacturers are expected to represent only 25% of the capacity for retailers and 17% for consumer products companies.
• Shift from Global to Local: This move aims to reduce complexity in demand planning and logistics, as well as improve sustainability and self-sufficiency.

3. Supply Chain Digitization

• Increased Investments: 58% of retailers and 61% of consumer products companies plan to increase investments in supply chain digitization. Key areas include automation, robotics, AI-ML, and cybersecurity.
• Automation Focus: 49% of retailers plan to accelerate automation investments. Automation is being used in warehouses, inventory management, and delivery to improve efficiency and meet consumer needs for safety and hygiene.
• Technology Adoption: Companies like Walmart and Johnson & Johnson are leveraging technologies such as AI, augmented reality, and 3D printing to enhance supply chain agility and responsiveness.

4. Sustainability in Supply Chains

• Sustainable Practices: Organizations are emphasizing sustainability in their supply chains, especially as consumers prioritize eco-friendly and socially responsible choices.
• Green Initiatives: Coca-Cola aims for 100% recyclable packaging by 2025 and 50% recycled material by 2030. Amazon is transitioning to electric delivery vans, targeting 10,000 by 2022 and 100,000 by 2030.
• Local Delivery Models: Picnic (Netherlands) and Bring/Posten (Scandinavia) are introducing electric and sustainable delivery solutions to reduce carbon emissions and waste.

5. Recommendations for Accelerating Resilience

• Realign Supply Chain Strategy: Focus on agility, visibility, diversification, and contingency planning. Transition from demand planning to demand sensing using tools like control towers.
• Industrialize Automation: Implement automation across the entire supply chain, including warehouse, store layout, and delivery processes.
• Overhaul Last-Mile Delivery: Optimize store networks, adopt flexible workforce policies, and develop collaborative models to enhance delivery efficiency and resilience.

Conclusion

The pandemic has acted as a wake-up call for CPR organizations, prompting a reevaluation of their supply chain strategies. The key areas of focus are regionalization, digitization, and sustainability. By investing in localized supply chains, adopting automation, and enhancing last-mile delivery, organizations can build more resilient and efficient supply chains for the future.