Skip to main content

Destination Mars

I still hear about retailers who think they can bully and threaten suppliers who dare to post their products, in one way or another, on the Internet.  Not only is that a teaspoon against the tide, but it is an astounding failure to understand retail dynamics and the remarkable transition we are seeing.

Looked at narrowly - only in respect to the so-called battle between bricks and clicks - the issue is plain to see.  Even if a supplier does not open their own web site, their customers will post images and information about the products on their sites.  It does not matter if the web site is a pure play web retailer or another traditional jeweler.  The effect is the same - another retailer is "invading" the threatening retailer's territory.  Moreover, every evidence indicates that the more a brand or product is shown, the more everyone selling the brand benefits. 

That, as I said, is looking at the issue narrowly.  But traditional jewelers are dealing with many more issues in today's market.  These days, as I noted in my last post, anyone dealing in true luxury can only view the Internet as a very helpful tool, not a competitor.  I was referring to specialists in creating expensive home theater installations, or expensive jewelry.  In our industry, some great examples are some New York-based diamond dealers.  New York dealers have transitioned over decades from manufacturing and importing a full range of diamonds, to increasingly specializing in large, fine stones (some in special cuts) catering to wealthy individuals and stores dealing with wealthy individuals. 

This sort of specialization makes sense because demanding consumers want to deal one-on-one with competent and well-connected people.  That cannot be out-sourced or even imported.  Or managed on a web site.

It comes down to market position.  Woody Allen's famous line is "80% of success is showing up."  I would add, showing up in the right place.  One of the more extreme, and amusing, examples of that was in Dubai.  I was there working on a project, and the people I was with wanted to get some alcohol for the evening, alcohol of course being forbidden in a Muslim country.  We drove out to a fairly undeveloped area to an unmarked, gated warehouse.  We parked inside a walled lot, and then entered a huge, very busy liquor store that carried every label imaginable.  This was a destination that everyone "in the know" in Dubai apparently knew about, and it could just as well have been on Mars.

In a similar way, all jewelers (on-line or not) need to become destinations, recognized by their community for delivering a service and product that makes them special.  A brick and mortar store could be a diamond destination; or known for creating custom pieces; or known for carrying leading edge fashion; or even for throwing great parties.  Such stores can negotiate on price, search for unusual stones, and quietly answer all the questions that a nervous customer might have.  None of those aspects are particularly suitable to an Internet retailer.

Remember that the Internet has a key characteristic - it makes plucking low-hanging fruit easy.  Amazon did it in books, and eBay replaced the yard sale.  In our industry, Blue Nile had retailers screaming threats at suppliers.  But what happened is instructive.  Blue Nile, in a few years, built a $300 million plus business selling loose goods - a truly remarkable and unique feat for our industry.  And it happened because diamond grading essentially turned diamonds into commodities, much as Amazon did with books.  It combined that with a very low-cost business model that effectively picked much of the low-hanging fruit by being well-organized, informative and massively inventoried with other people's diamonds.

Many good retailers understood that Blue Nile, and the multitude of sites copying their technique, was a game changer.  Diamonds above a certain size and quality - and below very large sizes - would no longer be the business it was.  They began competing with Blue Nile on price for centers but still made better margins on mountings and smaller diamonds.  But more importantly, they treated center diamonds as "naked."  That is a term I have used for many years to describe any jewelry item that a consumer can easily price shop.  It used to be gold chain, as an example.  GIA-graded diamonds now fell into that category.  Priced too high, and the consumer now believes that everything in the store is over-priced.  And the reverse is just as true - priced competitively and the retailer has a customer.

And now the worm has turned.  Retailers have adapted to the age of Blue Nile, and Blue Nile has now seen flattened sales.  They have made some price cuts, and expanded further into jewelry, in an effort to grow their business further.  A balance has been reached.

Much more can be said on the subject (and I am always happy to get your comments!).  No doubt that where a store is located; how well it is merchandised; how effectively it reaches the right target market and brands itself; how owners connect with their community; and how thoroughly they service their customers can all spell the difference between success and irrelevance.   Oh, and by the way, the Internet has a role in all of that.

Comments

Popular posts from this blog

Diamond headaches today, a different world tomorrow

The diamond business still cannot seem to get weaned off mama De Beers.  That is not in the way of a complaint to De Beers, but rather an admission that clinging to the old, sheltered ways is gone.  And most of the trade refuses to admit it.  Even the Oppenheimers knew it was time to move on. Sure, a $30 million auction sale is made.  And other big stones are fought over.  But something is wrong at the core of the business.  There are big bankruptcies in Antwerp and Mumbai.  Banks are backing off financing the trade, except for financing solid receivables.  Government authorities are investigating diamond companies in Belgium and India.  De Beers sights are being rejected for lack of money.  Boxes are being sold at discounts - sightholders prefer to take a loss rather than try and convert the goods and lose even more money.  Cutting factories have sharply reduced output, especially on small goods.  And everywhere we hear tha...

The New De Beers

This past week we saw De Beers introduce Lightbox Jewelry, a full-bore, direct to consumer (DTC) retailer that will exclusively use man-made diamonds (MMDs) produced by their Element 6 division.  The concept is neatly packaged to offer a basic selection of body jewelry at moderate prices.  The DTC approach is intended to circumvent the entire traditional channels of distribution established by De Beers over the last century, in an effort to demonstrate that this is just a low-end, low-value product aimed at an under-served public.  De Beers claims that it will only benefit its existing clients by demonstrating how much more valuable "real" diamonds are. This move cam as no surprise at all to me. There are many gaps and holes in this plan, and I will try to outline them in future blog posts. To begin with, I posted three times in 2015 with my views on the subject.  Here are the links to those blog posts, as it would save me time repeating the points I made back...

Where is retail headed?

Nobody knows for sure.  Present trends show that retailers of all sorts are working hard to adapt to a marketplace that is shifting dramatically.  Jewelry retailers are not exempt from this paradigm shift, but their issues are not quite the same as for other retailers, and that holds true for most of their suppliers. Stated quickly, what are the specific issues confronting traditional jewelry retailers? The low end of the market continues to move steadily towards Internet retailers. The low end of any store's business is the traffic builder, and important opportunities to build long term relationships. The low end of the market, now significantly composed of non-precious materials, is appearing in many non-jewelry environments, further diluting the business. The mid-market has been suffering for decades now, but will still serve a substantial part of the public.  It is increasingly owned by larger chains, but faces daunting prospects due to buyer burnout, a very m...