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Dark side: The expansion of ghost shops.

Trend 03

Dark side

Dark side

The expansion of ghost shops.

Trend axes

  • Dark stores
  • Delivery only
  • Virtual spaces
  • Ghost kitchens

Some figures

1 trillion

Dollars the global ghost kitchen market could reach by 2030, according to analysts at Euromonitor, the leading provider of strategic consumer market research.

-1,200

Shops Inditex announced it would close worldwide by 2022, focusing its strategy on centralising its largest flagship stores.

+7,500

Dark kitchens have emerged in China, according to Euromonitor, far above the 1,500 in the United States or the 750 in the United Kingdom.

100

New dark stores Spain's Glovo planned to open in 2021 in Europe, the Middle East and Africa, its CEO Oscar Pierre told the Financial Times.

From retail to logistics

Among the blows dealt by the pandemic, the upheaval in retail is obvious. Big chains are betting on new logistics models as online sales proliferate. In this sense, converting retail space into warehouses specialised in deliveries is already a reality.

Led by the food industry and large retailers, spaces devoted exclusively to online shopping are growing. The term “dark store” is becoming a worldwide phenomenon. These dark or ghost shops are traditional retail outlets that have become local logistics hubs.

This distribution model originated in British and American grocery chains looking to optimise the efficiency of home food delivery. Its arrival is not a result of the pandemic, but its current international expansion is.

The rapid adoption of e-commerce in 2021 is leading physical retailers to reassess their future size, location and role. Everything points to multidimensionality, with shops operating simultaneously as sales spaces, warehouses, pick-up points, customer interaction areas and strategic brand vehicles. This is only just beginning…

Expert view

Alberto Levy: Global Chief Marketing Officer at Grupo Bimbo

Alberto Levy

Global Chief Marketing Officer at Grupo Bimbo

“In the consumer goods sector we work hand in hand with various dark stores and dark kitchens, which actually follow the same business model. It is a system that existed before the pandemic, but it has accelerated in recent months and we are already seeing it become an established habit.

We believe it is a model that will keep growing, especially among younger targets, who adopt faster and do not need to go to a physical shop to buy. The key for us as a food company is to keep an eye on the next steps: look for differentiated and exclusive products, understand our consumers better every day and improve existing technology systems to provide more suitable and personalised services.”

Cases

01 / 05

Zorraquino spotlights

  1. 01

    Dark stores may be the future of retail, providing easier access to essentials and helping to improve the omnichannel customer experience.

  2. 02

    This new dark side will force companies to rethink their whole store strategy and automate wherever possible to speed up collection and delivery to customers.

  3. 03

    Despite their expansion, closing a shop to the public means having another nearby so as not to lose in-person customers. Hybrid models may therefore have the upper hand.

Zorraquino playlist

  • Town Called MaliceThe Jam · 1982
  • CalentitaThe Limiñanas, Nuria · 2020
  • Ringui Dingui (con SFDK)Kase.O, SFDK · 2021

More on the trend

References

Pages 62–81 of the report

No taboo: Naturalness wins over discomfort.

Next trend · 04

No taboo