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乐天株式会社收购硅谷购物应用Curbside

总部位于东京的日本乐天株式会社今日宣布收购硅谷移动订单及收货创企Curbside。这次纯现金交易的具体条款尚未透露,但Curbside先前从CVS、Index Ventures、Sutter Hull Ventures、AME Cloud Ventures、Qualcomm Ventures和Chicago Ventures等投资人那里获得的融资数额在4000万美元到5000万美元之间。

Curbside由一些苹果工程师创立于2013年,这些工程师拥有地理定位方面的技术背景。电商的扩张并不完全依靠快递将包裹送上客户家门,同时也依靠方便的线上订单送与路边实体零售店取货的结合,Curbside是最早领悟这个理念的创企之一。

这家公司最初推出自己的移动购物应用时,只有少数几家合伙人和它进行了测试,包括圣路易斯的购物中心、几家旧金山湾区的Target商店。和Target的测试已经圆满完成,而Target也在今年推出了自己的线下取货服务Drive Up——也许它正是在测试中感觉到了这种模式的潜力。

随后Curbside开始支持CVS的移动订单和实体店取货,这家公司于2016年起成为了Curbside的战略合伙人。

另外Curbside还为移动应用开发人员提供了一款名为ARRIVE的软件开发工具包,它能让零售商看到客户抵达当地实体店的具体时间。目前,Curbside的官网显示,CVS、Sephora、Chipotle、Nordstrom、Pizza Hut、Chevron、Boston Market、Westfield、HEB和Yelp都是ARRIVE的客户。

尤其对于战略合伙人CVS而言,Curbside的服务已经遍及其全美数千家实体店,帮助它管理订单和取货。

从此以后,ARRIVE也成了公司的主要业务,如今这是其收入的主要来源。Curbside的首席执行官Jaron Waldman表示,最顶尖的10家速食餐厅中,有5家都在使用ARRIVE,ARRIVE在餐饮行业发展真的很快。Curbside表示,这些运营都将如期进行。

在公司的客户群体中,Curbside已经支持了数百万次线下取货,遍布美国8000多万个地区,以及加拿大、印度等非美国地区。

对于乐天而言,这次收购会为它带来新的机遇,帮助它连接更多具有客户的零售商和实体店。

Tokyo-headquartered Rakuten, Japan’s answer to Amazon, is acquiring the Silicon Valley mobile ordering and pickup startup Curbside, the companies announced today. Terms of the all-cash deal were not disclosed, but Curbside had previously raised between $40 million and $50 million from investors including CVS, Index Ventures, Sutter Hull Ventures, AME Cloud Ventures, Qualcomm Ventures, Chicago Ventures, and others.

Founded in 2013 by former Apple engineers with backgrounds in location-based technology, Curbside was one of the early startups to capitalize on the idea that e-commerce’s expansion won’t entirely involve ship-to-home deliveries, but could also include the convenience of online ordering with a curbside pickup option at bricks-and-mortar retailers to speed things up.

The company first launched its own mobile shopping app with a limited set of partners, including a shopping center in San Jose and a handful of San Francisco Bay area Target stores. The Target test wrapped up some time ago, and Target instead launched its own Drive Up curbside pickup this year – possibly encouraged by the potential it saw through its tests with the third party.

Curbside then went on to power mobile orders and store pickup for CVS, which invested in the company as a strategic partner back in 2016.

The startup also developed an SDK for mobile app developers called ARRIVE that allows retailers to see when customers are arriving at their location for things like order pickup, mobile order ahead, and appointment checkin. CVS, Sephora, Chipotle, Nordstrom, Pizza Hut, Chevron, Boston Market, Westfield, HEB, and Yelp are listed on the Curbside website as ARRIVE customers.

For strategic partner CVS in particular, Curbside is available at thousands of locations across the U.S. for order ahead and pickup.

ARRIVE has since become the primary business for Curbside, and now contributes to the majority of its revenue. Curbside CEO Jaron Waldman says half of the top ten QSR’s (quick serve restaurants) are now using ARRIVE, as the restaurant side of the ARRIVE business has really taken off. These operations will continue as planned, Curbside says.

Across its customer base, Curbside has powered several million curbside pickups to date, and has over 8,000 U.S. locations, as well as some traction in non-U.S. markets, including Canada and India (Pizza Hut).

As for Rakuten, the acquisition opens up a lot of opportunities in terms of connecting retailers and merchants with customers, particularly in order ahead and pickup.


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