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京东外卖忙活了40多天,淘宝捡漏只花了5天
商业洞察· 2025-05-09 10:55
以下文章来源于差评X.PIN ,作者差评君 差评X.PIN . Debug The World,关注科技、数码、汽车、产经、游戏,传播能改变世界的科技互联网信息。 作者: 差评君 来源: 差评X.PIN 是的,你没搞错,美团、京东闹了半天的外卖大战,在淘宝+饿了么加入战场后,已经彻底在晋 西北打成一锅粥了。 一天之内, "默默无闻"很久的淘宝和饿了么拿下热搜第一第二的位置 。 昨天(5月8日)一大早上班,同事又喜提99张请客卡,全便宜了编辑部的大家伙了。 之前被求着赶快发力的饿了么,怎么过个五一假期,突然就这么勇了? 今天外卖点什么?这是当代上班牛马们的世纪难题。 但最近,这个难题变成了, 今天用哪个App点外卖 。 其实吧,饿了么之前也没少出招,但大家没啥印象,还是怪美团和京东打得太狠了。 还记得五一前,京东对着美团一阵输出,然后拉起了给外卖员交五险一金的大旗,借着大势在平 台里推出秒送+品质外卖,正面叫板美团外卖。 随后,东哥更是肉身下场,亲自体验送外卖,最后还和外卖小哥一起把酒言欢。 甚至中途还有饿了么和美团的骑手,杀到东哥的酒局现场,表示愿意第一时间加入京东 外卖大家庭。 京东为了配合这波攻势,也是下 ...
84岁“鞋王”疑遭子孙逼宫,百年“双星”不安宁
商业洞察· 2025-05-09 10:55
Core Viewpoint - The article discusses the recent turmoil within Qindao Double Star's management, particularly focusing on the public letter from Wang Hai, the company's president, alleging attempts by his family members to seize control of the company [2][4][8]. Group 1: Power Struggle - Wang Hai, aged 84, claims he was physically threatened and restricted by his son and daughter-in-law in an attempt to force him to relinquish control of the company [2][4][7]. - The authenticity of Wang Hai's letter is disputed, with company representatives stating it may be fake, while his daughter-in-law, Xu Ying, claims they cannot locate him [2][8][9]. - Xu Ying and Wang Jun, Wang Hai's son, have gained significant control over the company, with Xu holding approximately 45.569% of shares, making her the largest shareholder [8][9]. Group 2: Wang Hai's Legacy - Wang Hai is credited with transforming Double Star into a leading brand in the Chinese sports shoe industry, earning the title "Shoe King" [2][15]. - The company has a rich history dating back to 1921, with significant milestones achieved under Wang Hai's leadership, including innovative marketing strategies that propelled the brand to national prominence [15][18]. - Despite his advanced age, Wang Hai remains a central figure in the company, actively participating in its operations and public image [9][19]. Group 3: Challenges Facing Double Star - Double Star's brand value is reported at 49.2 billion, but the company has struggled to maintain its market presence, facing competition from younger brands and a decline in store numbers [22][24]. - The company has also faced operational challenges, including a lack of transparency regarding its financial data and the performance of its real estate ventures [24]. - Qingdao Double Star, the tire business, has reported continuous losses since 2019, with a cumulative loss of approximately 1.76 billion, raising concerns about its future viability [24][25].
谁在消费胖东来:当善意经营遭遇恶意围猎
商业洞察· 2025-05-08 09:05
以下文章来源于秦朔朋友圈 ,作者梁云风 秦朔朋友圈 . 秦朔朋友圈是由中国著名媒体人、财经观察家秦朔牵头创立的一个新媒体与专业服务品牌,包括微信公 众号、微博、视频节目、音频节目等。内容聚焦于经济、金融和商业领域,关注重点为全球和中国财经 商业热点、企业家精神、创新与发明创造、商业文明探索等。 作者: 梁云风 来源:秦朔朋友圈 01 2025 年以来,河南零售巨头胖东来频繁陷入舆论漩涡,多起事件揭示其成为恶意蹭流量的"重灾 区" 。 5 月 1 日,浙江 嘉兴 一家名为 "胖都来"的线下购物商场开业。该商场名称引发争议,不少网 友质疑这是在碰瓷"胖东来"。 对此, 该公司解释称, "胖"寓意丰盈、富足、美好,"都( d ū)"取自集团董事长的姓氏, " 名字只是符号,品质才是关键 " 。 但明眼人都明白, "胖都来" 与 "帅师傅"一样,是典型的 试图通过 "符号混淆" 的 商标擦边与 商业投机 。 且 "胖都来"社交账号宣传中多次暗示与胖东来的关联,如开业视频邀请明星造势, 进一步坐实蹭流量嫌疑。 从法律角度看, "胖都来"与"胖东来"仅一字之差,且同属零售业,消费者极易混淆,涉嫌商标 侵权及不正当竞争 。 ...
笑死,让你打关税战,美国250年国庆或将无烟花可放!
商业洞察· 2025-05-08 09:05
Group 1 - The article highlights the significant reliance of the U.S. on Chinese imports, particularly in the fireworks industry, where 95% of fireworks are sourced from China [4][5][10] - Due to high tariffs imposed by the U.S. government, American fireworks companies are facing severe shortages, which could impact major celebrations like the 250th anniversary of the U.S. [5][7] - The American Pyrotechnics Association has urged the government to reconsider the tariffs, emphasizing the unique nature of the fireworks industry and the impossibility of domestic production [7][10] Group 2 - The article discusses the broader implications of U.S. tariffs on consumer goods, indicating that many household items are heavily reliant on Chinese manufacturing, with some products having import rates as high as 99% [11][14] - It notes that the recent tariff policies have already led to price increases on various products, with an average price hike of 29% observed on Amazon for 930 items [18] - The toy industry is particularly affected, with nearly 80% of toys sold in the U.S. being manufactured in China, leading to significant price increases and potential industry collapse [18][19] Group 3 - The article emphasizes the economic consequences of the tariff policies, including a 60% drop in shipping container orders from China to the U.S. and potential job losses in logistics and retail sectors [19] - It suggests that the tariffs are counterproductive, as they ultimately harm American consumers who are dependent on affordable Chinese goods [19][20] - The article concludes that Americans are beginning to realize the critical role of Chinese products in their daily lives, indicating a growing sentiment of missing these imports [19]
又一个「穷鬼超市」来中国了
商业洞察· 2025-05-08 09:05
以下文章来源于36氪未来消费 ,作者彭倩 36氪未来消费 . 在这里看到消费的未来。36氪旗下官方账号。 作者: 彭倩 来源:36氪未来消费 尽管关税风波沸沸扬扬,依赖全球供应链生存的 英国超市Iceland仍选择在此时回归中国,并首 次开出线下店 。 Iceland 是英国最大冻品超市,总部位于英国威尔士,成立于1972年,如今在英国有17%的占市 率。它把门店开到了包括英国在内的10个左右国家,门店数量达到了1000家,年销售额接近 400亿元。 这一次,Iceland 将亚太区首店选在了中国,选址则是北京门头沟区京西智谷园区,已于4月29 日试运营,5月底将正式对消费者开放。不同于其在全球开出的其他所有门店,Iceland 在中国的 首家门店有6800平米,不只是超市购物场景,更是包含零售、电商、MCN、餐饮服务、本地服 务的综合商业体, 因此名称叫做lceland lab。 根据官方目前披露的信息,Iceland 中国首店的超市区域,将陈列3200个 SKU,全部是包装产 品,主要是来自全球范围内的冷冻食品,包括冷冻半成品的速冻海鲜和速冻蔬菜,还有炸物如薯 条、炸鸡、鱼条、披萨、意大利面、甜点、冰淇淋 ...
日入8000元,“外卖大战”的第一批受益者出现了
商业洞察· 2025-05-07 09:26
以下文章来源于运营研究社 ,作者运营社编辑部 运营研究社 . 90万人都在关注的运营内容服务平台,深度挖掘优秀案例,解读最新行业动态。 作者:张帆 来源:运营研究社 "低价奶茶真的要喝不过来了!"3.9 元的库迪、5 元两杯的一点点和不到 5 元的霸王茶姬…… 谁也没想到,2025 年京东会因为外卖生意与美团打起来,最后连淘宝也加入了这场"大战",在 五一后的第一个工作日开始疯狂免费送奶茶了。 "大厂间打仗",消费者和商家真的能薅到羊毛吗?为何外卖生意明明不赚钱,但"大厂们"却愿意 砸钱抢市场呢?他们意欲何为 ? 01 日订单超 1000 万,京东外卖要成了? 1000 万单,这是京东外卖 4 月 22 日一天完成的订单量。 上一次数据公布是 4 月 15 日,京东宣布外卖业务日订单破 500 万。更早之前的 3 月 24 日, 当时京东外卖上线不到一个月,日订单突破 100 万单。 前后仅不到一个月,京东外卖日订单量翻了 10 倍,一举创下行业增速 纪录 。 这一成绩意味着什么? 作为对比,饿了么成立于 2008 年,日订单量破 500 万发生在 2016 年,用了八年时间。 另一个维度,有数据显示,今年 ...
美月征174亿关税暴利,买单的竟是自己人
商业洞察· 2025-05-07 09:26
Core Viewpoint - The article discusses the impact of the Trump administration's tariffs on the U.S. economy, highlighting both the revenue generated from tariffs and the potential negative effects on consumers and businesses [2][3][6]. Group 1: Tariff Revenue and Economic Impact - The Trump administration imposed severe tariffs, including a 145% tariff on many Chinese products and 25% on imports from Canada and Mexico, generating over $700 billion in revenue since January 1 [2][3]. - The Congressional Budget Office estimates that tariff revenue will reach $872 billion over the next decade, accounting for about 1% of federal revenue during that period [3]. - Tariff revenue has significantly increased during Trump's first term, with an average annual collection of $79 billion since 2018, compared to $37 billion annually from 2013 to 2017 [3]. Group 2: Economic Confidence and Market Reactions - Recent positive indicators, such as rising stock prices and favorable employment reports, have boosted confidence in the U.S. economy, with the S&P 500 index experiencing a nine-day consecutive rise, the longest since 2004 [4][5]. - Despite acknowledging the possibility of an economic downturn, Trump remains optimistic about his policies leading to historical prosperity [5]. - Treasury Secretary Mnuchin emphasized the long-term growth potential of the U.S. economy, advocating for investment in the U.S. and defending the administration's economic agenda [5]. Group 3: Consumer Impact and Income Disparities - A report indicates that the impact of tariffs disproportionately affects low-income households, with those earning $28,600 or less facing an additional cost equivalent to 6.2% of their income, compared to 1.7% for households earning over $914,900 [6]. - Trump claims that tariffs will help reduce income taxes for Americans earning less than $200,000, suggesting that many could see significant tax reductions [6]. Group 4: GDP Performance and Future Projections - The U.S. GDP contracted by 0.3% in the first quarter, indicating the uncertainty caused by tariff policies and raising concerns about a potential economic slowdown [7]. - Mnuchin projected that the administration's policies could drive GDP growth close to 3% by the same time next year [7][9]. Group 5: Fiscal Policy and Debt Reduction - Mnuchin stated that a smart deficit reduction plan could decrease the U.S. fiscal deficit by approximately $300 billion annually, which could help stabilize GDP growth [9]. - He also mentioned that reducing the deficit could eliminate credit risks associated with U.S. debt, potentially lowering interest rates and reinforcing the U.S. as a preferred destination for international capital [9].
从“猪饲料”到“夜宵之王”,如今价格又腰斩:谁杀死了小龙虾的巨头梦?
商业洞察· 2025-05-06 09:23
以下文章来源于快刀财经 ,作者快刀财经编辑部 快刀财经 . 欢迎关注这个洞察商业真相的公号。快刀财经,商业快媒体、思维孵化器、价值试验场和洗欲中心。 作者:朱末 来源:快刀财经(ID:kuaidaocaijing) 夏日来临,"夜宵之王"小龙虾的价格却迎来了断崖式下跌。 据公开报道显示,小龙虾的批发价已从上市初期的30元/斤降至现在的约13元/斤;中规格的从 40元/斤降到约17元/斤,大规格的从58元/斤下滑至32元/斤左右,几乎腰斩。不仅小青、中青 这种基础款遭殃,就连"炮头"这种高端品类都出现了不同幅度的价格下跌。 蓝鲸新闻记者从多位湖北养殖户处了解到,最近几天"小青"的价格已经跌到10元上下,甚至有养 殖户报价跌破10元,而"中青"价格则在12-14元左右,已经历了超过一周的阴跌;在上海七宝蔬 菜农副产品综合交易市场的水产交易区,多位档口老板表示:"小龙虾的价格已经抄底了。" 作为全国知名的小龙虾产区,湖北潜江的小龙虾也面临价格下行压力。某潜江小龙虾养殖企业相 关负责人表示,3月初,其2.4-3.8钱/只的小龙虾,也要卖到20元/斤,如今直接降到了11元/ 斤,而3.8-5.8钱/只的小龙虾价格仅为1 ...
“天价虫草”跌落神坛,这个姑娘在鲜草季火了!
商业洞察· 2025-05-06 09:23
被多次报道的"野生虫草" 近日,一个叫赠伊的"虫草妹子"在全国火了! 她的事迹被多次报道 一些原本就在吃 野生虫草 的中老年人说: 本来想着悄悄吃,感觉越来越好, 这么一报道, 都担心要涨价了! 正巧现在正值一年一度的"虫草季", 这可是虫草界的大事件, 每年仅有29天 ! 如果你不想错过买野生虫草的 "黄金时间" "野生虫草"到底是何方神圣? 普通人能不能吃得起? 2025年1月,为了探寻 背后的真相 我们专程来到 珍峰收草基地 ,采访了重量级负责人——赠伊,发现了一系列 惊人的事实 。 在虫草之乡玉树杂多县, 赠伊是一个非常有名气的人。 大学毕业后凭借着互联网的东风, 跳过了层层的中间商, ▼ 01 一定要往下看看.. (资质证书已上传) 用源头价格,采摘好的虫草 *注:开山后虫草价格必然上浮, 预售期可享鲜草最低价, 且珍峰承诺保价整个鲜草季 赠伊,野生虫草行业的守护者 直接把 源头的野生虫草 搬到了客户的眼前。 25多年以来,当初同一批的人都走光了, 只有赠伊一直坚持着。 因而成了 杂多县原产地收发第一人 , 更是远近闻名的虫草推广大使。 笔者: 冬虫夏草到底有什么好处? 赠伊: 冬虫夏草,是一味难得 ...