Bundles in the jungle 丛林中的包裹


How e-commerce works in the rainforest


The Amazon of the Amazon WHEN YOU behold the Lion of Judah you do not think “e-commerce”. Its lower decks have hooks for 467 hammocks where passengers sleep on the three-day voyage up the Amazon river from Manaus, a city of 2m people, to Uarini, a manioc-growing town. Its upper deck has more hammocks, a bar for sinners and a chapel for saints. Its cargo hold stinks of fish. But when the Amazon’s largest department store, Bemol, started delivering to customers in the rainforest, three-decker passenger boats were its chosen means of transport.
Bemol was founded in 1942 by three grandsons of a Moroccan Jewish immigrant who arrived in Brazil in 1887. It sold fridges and televisions in the traditional way from its megastores in Manaus until 2018, when one of the founders’ grandsons, Denis Minev, took over. He suspected there were hundreds of thousands of customers up and down the Amazon and its tributaries that Bemol wasn’t reaching and decided to go to them.
Bemol于1942年创立,创始人三兄弟的祖父是1887年从摩洛哥来到巴西的犹太移民。它一直以传统方式在它位于玛瑙斯的大卖场销售冰箱和电视机,直到2018年创始人的孙儿之一丹尼斯·米涅夫(Denis Minev)接手公司。他怀疑Bemol遗漏了亚马逊及其支流沿岸成千上万的顾客,于是决定把生意做到他们那里。
But delivering parcels in the rainforest is difficult and expensive. (Amazon the company barely serves its namesake river.) Consumers in far-flung places either had to pay up to 30% of the product’s price for shipping and wait a month or longer for the postal service to deliver it or spend money and time on shopping trips to Manaus. Mr Minev made what sounded like an impossible promise: to deliver an order placed online within a week for not a centavo more than the “Manaus price”.
Bemol calls its answer to those problems caboclo e-commerce. A term for Brazilians with both indigenous and European ancestry, caboclo has come to mean a mix of tradition and modernity. Mr Minev’s experience at a cooking-gas firm, also owned by his family, showed him how challenging the Amazon’s logistics could be. Rather than buy a fleet of boats, risking collisions, fuel theft and high debt, Mr Minev outsourced delivery to the brightly painted ferries that carry people and provisions around the region.
Bemol管自己的解决办法叫“卡波科洛”(caboclo)电子商务。“卡波科洛”是对巴西的土著和欧洲人混血后裔的称呼,现在这个词也意指传统和现代的混合。米涅夫曾在自己家族拥有的一家燃气公司工作,他很清楚亚马逊地区的物流挑战之大。他没有冒着撞船事故、燃油被盗和高额债务的风险去买一支船队,而是将物流外包给刷着鲜亮油漆、在亚马逊流域运送居民和物资的渡船。 As the Lion of Judah lay at anchor in the port of Manaus on a recent Tuesday, deckhands stuffed its hold with hundreds of cases of beer, thousands of cartons of eggs, scores of frozen chickens and three squawking ones. Alongside them were near-identical mattresses, supplied by Bemol, to be left in different towns. Contracts with boat owners are verbal, inventory is recorded with pen and paper and mix-ups happen. If merchandise goes missing—smartphones can disappear—Bemol swallows the loss. Just a few boats and their crews serve each route. “If I fight with all of them, there’s no one left to deliver our products,” says Fred Galvão, who runs logistics for Bemol.
近日的一个周二,“犹大雄狮”号停泊在玛瑙斯港口,甲板水手们把几百箱啤酒、几千盒鸡蛋、几十只冻鸡和三只咯咯叫的活鸡塞进了货舱。此外还有Bemol自家生产的几乎一模一样的床垫要送到不同的城镇。与船主的合同是口头的,货物进出是用纸笔记录的,错漏时有发生。如果商品丢失,比如智能手机可能不翼而飞,Bemol会承担损失。每条航线只有几条船及船员在跑。“要是我跟他们所有人都打起来,就没人帮我们送货了。”负责Bemol物流的弗雷德·盖尔沃(Fred Galvão)说。
To encourage Amazonians to place their first online orders, Bemol installed Wi-Fi in the plaza of every town where it launched caboclo e-commerce. It set its catalogue to pop up on users’ smartphones and grants free minutes to those who place orders. Like Amazon, Bemol sends customers adverts based on the data they provide.
It invented some tactics to suit the region. Amazonians who lack savings or credit cards use zero-interest loans starting at 150 reais ($26) to finance their purchases; a whopping 85% of Bemol’s online sales are paid for this way. Shoppers who are uneasy about using the internet can place orders and lodge complaints with an attendant’s help at chemists and floating petrol stations. Bemol allows returns, but encourages customers to accept vouchers instead. “The traditional e-commerce model without a physical presence doesn’t work in the Amazon,” says Mr Minev.
His caboclo model seems to. Its pilot operation in Autazes, 100km (60 miles) downriver from Manaus, which started in April last year, brought in 113 orders and 73,000 reais in its first month. By February this year Bemol had expanded to dozens of towns. It booked 2.6m reais in sales that month. After the pandemic struck, business boomed. Bemol’s e-commerce revenues in June reached 10.5m reais. “Amazon lost money for years,” Mr Minev says. “We’re already profitable.”
The Lion of Judah has been less lucky. At the start of the pandemic, it stayed in port for two weeks while ambulance boats brought covid-19 patients and the bodies of those who had died on the journey. The Lion resumed sailing in April but with half as many passengers. The captain, Richard Lacet, who inherited the boat from his father, has made up for lost revenue by charging more for cargo, to squawks from merchants sending chickens upriver and farmers dispatching manioc flour down it. But Bemol, which pays a flat rate for its own compartment, “is starting to change the business”, he says. E-commerce could keep the Lion afloat. 
“犹大雄狮”号就没那么幸运了。疫情一开始,它就在港口停了两周,救护船送来了新冠患者和在途中死亡的人的遗体。它在4月恢复航行,但载客量减少了一半。船长理查德·拉塞特(Richard Lacet)从他父亲那里继承了这条船,他通过提高运货价格来弥补收入损失,引得往上游送鸡的商人和往下游送木薯粉的农民怨声载道。但他表示,为自己的独立货舱支付固定费用的Bemol“开始改变整个生意”。电子商务可以让“雄狮”号继续航行。