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外卖进了高校,就像人进了缅北
虎嗅APP· 2025-09-14 03:12
Core Viewpoint - The article discusses the challenges faced by university students in accessing convenient and timely food delivery services on campus, highlighting the monopolistic practices of a specific delivery platform and the resulting student dissatisfaction [5][6][7]. Group 1: Delivery Platform Issues - Southwest University has mandated that all external food deliveries must go through a platform called "Campus Life," leading to significant delays and confusion for students [5][19]. - The platform has been criticized for its slow delivery times, with reports of orders taking several hours to arrive, causing frustration among students [15][20]. - The limited number of restaurants available on the platform (only 10 initially) has been perceived as an insult to students, who feel their choices are severely restricted [12][19]. Group 2: Student Reactions and Experiences - Students have expressed their anger on social media, leading to the topic trending on platforms like Weibo, indicating widespread dissatisfaction with the new delivery system [6][7]. - Many students have reported issues with the delivery process, including not knowing where their food is once it enters the campus, leading to a sense of disconnect and frustration [20][22]. - The article notes that students have resorted to various tactics to protect their food from being mistakenly taken by others, highlighting the chaotic nature of food delivery on campus [24][25]. Group 3: Broader Context of Campus Food Delivery - The article outlines the competitive landscape of food delivery services targeting university campuses, with various platforms vying for student business, yet struggling to meet their needs effectively [30][33]. - It mentions that over 70% of students order food delivery weekly, indicating a strong demand for such services despite the current challenges [33]. - The article also discusses the emergence of alternative delivery methods, such as the introduction of food lockers and even drone delivery in some universities, as attempts to improve the situation [39][40].
国庆黄金周救不了泰国旅游
虎嗅APP· 2025-09-14 03:12
Core Viewpoint - The article discusses the significant decline in Chinese tourist arrivals in Thailand, highlighting the challenges faced by the Thai tourism industry and the potential long-term structural changes in tourist behavior following recent events [5][31]. Group 1: Current Situation of Thai Tourism - Thai hotels are experiencing a downturn, with a notable drop in bookings from Chinese tourists, leading to price reductions [6][7]. - Official data indicates a 7.2% year-on-year decrease in foreign tourists to Thailand, totaling 21.9 million visitors in the first eight months of 2025 [9]. - The decline in Chinese tourists is particularly severe, with a 46% drop in arrivals, resulting in a total revenue decrease of 12% in the second quarter of 2025 [10][11]. Group 2: Government Response - The Thai government has implemented measures to attract tourists, including allowing virtual currency exchanges for Thai baht and offering free domestic flight tickets [11][12]. - These initiatives aim to stimulate tourism despite the challenges posed by the lack of Chinese visitors [12]. Group 3: Impact of Recent Events - The "Wang Xing incident" has significantly affected Chinese tourists' confidence in traveling to Thailand, with many opting for alternative destinations [14][16]. - Predictions suggest that only 5 million Chinese tourists may visit Thailand in 2025, with most trips being business-related rather than leisure [16]. Group 4: Competitive Landscape - Other countries, such as Japan, South Korea, and Vietnam, are increasingly attracting Chinese tourists, with Vietnam seeing a 44.3% year-on-year increase in arrivals [20][24]. - Malaysia and Singapore are also gaining ground, with significant increases in Chinese tourist numbers compared to Thailand [22][23]. Group 5: Long-term Implications - The article suggests that the decline in Chinese tourists may indicate a fundamental shift in travel preferences, with Thailand potentially losing its appeal as a destination [31][36]. - The Thai tourism industry faces a critical juncture, needing to decide between lowering prices or seeking new markets to sustain tourism [35][36].
收手吧老罗,外面全是预制菜
虎嗅APP· 2025-09-14 03:12
Core Viewpoint - The article discusses the evolution and future of the prepared food industry, emphasizing that while there are criticisms, the trend towards industrialization and prepared meals is likely to continue and evolve rather than decline [5][10]. Group 1: Prepared Food Industry Dynamics - A significant majority (90%) of restaurants in shopping malls and on delivery platforms utilize prepared foods, driven by the need for quick service, cost control, and simplified kitchen operations [5]. - The industrialization of food has expanded supply but has also led to a loss of traditional cooking flavors and personalization in meals [5][6]. - Consumers express a desire for fresh, handmade meals but are often unwilling to pay a premium for them, complicating the market for differentiated food offerings [9][10]. Group 2: Consumer Behavior and Market Challenges - The willingness of consumers to pay for quality and differentiated products is limited, particularly in lower-tier markets where traditional cooking is often a low-cost alternative [9]. - The prevalence of low-cost, industrialized products suppresses the market for handmade items, as consumers are conditioned to expect lower prices [9][10]. - The article highlights the challenge of effectively communicating the quality and freshness of prepared foods to consumers, which is essential for justifying higher prices [9]. Group 3: Economic Implications and Industry Profitability - Despite the widespread adoption of prepared foods, the restaurant industry's profit margins remain low, raising questions about market pricing and hidden costs [10]. - The high turnover of service staff in the restaurant industry aligns with the need for standardized, industrialized products, further entrenching this trend [10]. - The article suggests that the future may see a clearer distinction in pricing between handmade and industrialized food products, similar to trends observed in developed markets [10].
贝泰妮攻坚 “最难市场”
虎嗅APP· 2025-09-13 13:19
Core Viewpoint - The article discusses the operational and strategic developments of Betaini, particularly focusing on its flagship brand Winona and the company's multi-brand strategy to mitigate reliance on a single brand while exploring international markets for growth [4][10][22]. Group 1: Company Overview - Betaini's central factory in Kunming, Yunnan, represents a significant investment of 500 million yuan, with an expected annual output value of 5 billion yuan when fully operational [6]. - The current output value of the central factory is approximately 2.6 billion yuan, with the Winona brand accounting for over 90% of production [7]. - Betaini operates multiple brands, including Aikeman (high-end anti-aging), Winona Baby (baby skincare), Beifuting (professional acne treatment), Jirui (mass-market cosmetics), and others, with Winona contributing over 80% of the company's revenue [7][10]. Group 2: Financial Performance - In the first half of 2025, Betaini reported a revenue of 2.372 billion yuan, a year-on-year decrease of 15.43%, and a net profit of 247 million yuan, down 49.01% [8]. - Despite the decline in revenue and profit, the company showed operational resilience with improved gross margins and cash flow in the second quarter [8]. - Aikeman's revenue reached 51.47 million yuan in the first half of 2025, marking a year-on-year growth of 93.90%, while Winona Baby generated 110 million yuan, up 8.62% [11]. Group 3: Strategic Initiatives - Betaini is focusing on a multi-brand strategy to reduce dependency on Winona, with significant resources allocated to new brands like Aikeman and Beifuting [10][14]. - The company has made strategic acquisitions, including a 5.36 billion yuan investment to acquire 51% of Yuejiang Investment, bringing in brands like Jirui and Beifuting, which contributed 551 million yuan in revenue in 2024 [12]. - The company is also implementing a "slimming plan" for Winona, focusing on five core product lines to enhance customer value [15]. Group 4: International Expansion - Betaini is targeting Southeast Asia for international expansion, with a focus on the Thai market, where Winona has established a presence through various channels [21][22]. - The company has set up research institutes in Tokyo and Paris to support its global strategy, with overseas revenue growing over 550% year-on-year in 2024 [21]. - The initial investment in overseas markets is substantial, but it is seen as crucial for breaking through domestic growth ceilings [22][23].
手表的压力测试其实是骗你的,准确率约等于算命
虎嗅APP· 2025-09-13 13:19
Core Viewpoint - The article discusses the inaccuracies of stress measurement by smartwatches and apps, emphasizing that the heart rate variability (HRV) used to gauge stress does not solely reflect psychological pressure but also includes various physiological factors [19][32][52]. Group 1: Measurement Methodology - Smartwatches typically measure stress through heart rate variability (HRV), which indicates the variation in time between heartbeats [19][30]. - A healthy heart rate shows variability, while a consistent rhythm indicates lower HRV, suggesting higher stress levels [20][28]. - The autonomic nervous system, comprising the sympathetic (SNS) and parasympathetic (PNS) systems, regulates heart rate and can influence HRV based on various stimuli [22][25]. Group 2: Factors Affecting HRV - Both psychological and physiological stressors can lower HRV, including caffeine intake, smoking, intense exercise, and emotional excitement [34][35][42]. - The smartwatch cannot differentiate between types of stress, leading to potential misinterpretations of the user's actual stress state [44][52]. Group 3: Research Findings - A study involving 781 students found a significant mismatch between smartwatch-measured stress and self-reported stress levels, indicating that wearable device data may not accurately reflect user experiences [46][49]. - The research concluded that wearable device data and self-reported data might represent different concepts, highlighting the limitations of current stress measurement technologies [50][51]. Group 4: User Perception and Misunderstanding - Many users may misinterpret the capabilities of stress-monitoring apps, believing they can accurately assess psychological pressure when they primarily reflect physiological load [56][62]. - The article suggests that while these apps can provide some value, they should not be relied upon for precise psychological assessments [59][65].
这个时代最大的红利是什么?
虎嗅APP· 2025-09-13 13:19
Core Viewpoint - The current era is characterized by low costs for ordinary people to "lie flat," which can be seen as both a benefit and a sign of the disappearance of other benefits [4][8]. Group 1: Delivery Industry Insights - The low cost of food delivery in China is attributed to a significantly lower labor cost, averaging around $1 per delivery compared to $5 in the U.S. [9]. - Delivery riders face harsh penalties for delays, with a 20% deduction for being late by 3 minutes and a 50% deduction for being over 3 minutes late [9]. - A significant portion of delivery riders, nearly 45%, are aged between 31 and 45, with 37% working over 10 hours a day, yet only 2% earn over 10,000 yuan per month [9]. - Restaurants bear more than half of the costs for user subsidies, leading to a dilemma where they must choose between participating in subsidies for order growth or maintaining profitability [9][10]. - Major tech companies like Didi, Alipay, and Douyin have previously attempted to enter the food delivery market but exited due to low profitability [13][14]. Group 2: Market Dynamics - The ongoing food delivery competition is driven by companies seeking to use delivery services as a means to attract customers to their core businesses, rather than a genuine interest in the delivery market itself [15][18]. - The absurdity of the current delivery war lies in the fact that no major player is truly committed to making food delivery profitable, as evidenced by the historical losses incurred by companies in this space [15][18]. - The competitive landscape reflects a broader trend across various industries where all parties involved are pressured to perform, leading to a cycle of "survival of the fittest" [15][16]. Group 3: Societal Reflections - The notion of "lying flat" is not a new concept but rather a response to the overwhelming pressures of modern life, where individuals feel trapped in a cycle of relentless competition [32]. - The current era offers a unique opportunity for individuals to pursue personal interests without the immediate pressure of societal expectations, contrasting sharply with previous generations [34][35]. - The narrative of success has shifted, with the current generation facing different challenges compared to those who thrived during the previous economic boom [24][34].
4个宿舍宅男靠“应用工厂”,不到一年赚600万美元
虎嗅APP· 2025-09-13 09:19
Core Insights - The article discusses the success of Oleve, a startup that has generated $6 million in annual revenue within two years, attracting over 5 million users and achieving profitability with a monthly revenue exceeding $500,000 and a profit margin of 20%-30% [4][5]. Group 1: Business Model and Growth Strategy - Oleve operates as an "AI factory," rapidly generating AI products and utilizing viral marketing strategies to accumulate users [5]. - The company launched its first product, Quizard AI, which provides math homework assistance, and gained 10,000 users within 30 hours of a TikTok video that garnered 2.3 million views [7][14]. - Oleve's second product, Unstuck AI, achieved over 800,000 users in nine weeks, with TikTok views exceeding 250 million [17]. Group 2: Marketing and User Engagement - Oleve employs aggressive marketing strategies, including leveraging popular TikTok audio and conducting street interviews to create engaging content [15][18]. - The company maintains high interaction levels on social media, responding to user inquiries and demonstrating product effectiveness through videos [22]. Group 3: Organizational Structure and Team Dynamics - Oleve's team consists of four core members, emphasizing efficient collaboration and clear role definitions, with a focus on hiring cross-functional talent [25][28]. - The company follows a principle of prioritizing profit, with each team member responsible for key performance indicators [30]. Group 4: Product Development and Iteration - Oleve utilizes a structured approach to product development, employing a framework called "Trellis" to manage chaos and prioritize tasks based on user interactions and business KPIs [20][21]. - The company has automated its marketing growth strategies, allowing for rapid iteration and application across multiple products [30]. Group 5: Industry Insights and Future Directions - The article highlights a trend in the AI industry where startups adopt a matrix approach, developing multiple applications simultaneously to increase the likelihood of success [34]. - The success of Oleve serves as a case study for the potential of AI-driven startups to innovate and capture market share in consumer-focused applications [32][33].
泡泡玛特杀入老铺黄金腹地,但labubu二手价格撑不住了
虎嗅APP· 2025-09-13 09:19
Core Viewpoint - Pop Mart is aggressively entering the gold jewelry market with its new brand popop, aiming to capture a share of the market traditionally dominated by established gold brands [4]. Group 1: Pop Mart's New Initiatives - Pop Mart launched its first gold series products under the popop brand on September 12, featuring items like gold beads, pendants, and ornaments, utilizing its IP Baby Molly [4]. - The popop brand is part of Pop Mart's strategy to expand its boundaries, with significant investments in store locations and design [4]. - The introduction of gold products signifies a direct competition with traditional gold brands, although experts suggest that a full-scale battle is still distant [4]. Group 2: Stock Performance and Market Reactions - Despite the launch of popop's gold products, Pop Mart's stock price has declined by 15.74% since reaching a peak of 339.8 HKD per share on August 26, closing at 276.8 HKD on September 12 [4]. - The decline in stock price is attributed to significant price fluctuations in the labubu plush series in the secondary market, with prices dropping from around 600 RMB to 133 RMB for certain items [5]. Group 3: Supply Strategy and Market Impact - Pop Mart's change in supply strategy, which involved a significant increase in the production of labubu plush products, led to a market oversupply, affecting the stability of secondary market prices [6]. - The monthly production capacity for labubu plush products has surged to 30 million, a tenfold increase compared to early 2025 [6]. - The influx of products has prompted resellers to offload their inventory, further driving down prices and impacting investor confidence [6][8]. Group 4: Long-term Strategy and IP Management - Pop Mart's management aims to diversify its IP portfolio to reduce reliance on a single product, which is seen as a risky strategy [7]. - The company prefers to enhance the liquidity of its IPs rather than relying on their resale value in the secondary market [7]. - The decision to adjust supply strategies is viewed as an opportunity to reshape the secondary market dynamics and regain investor confidence [8].
最离谱的入职背调,坑惨打工人
虎嗅APP· 2025-09-13 09:19
Core Viewpoint - Background checks are increasingly common in the job market, leading to both opportunities and challenges for job seekers, as discrepancies in resumes can result in job offers being rescinded [4][5]. Group 1: Background Checks in the Job Market - Companies are increasingly utilizing HR, headhunters, or specialized background check firms to verify candidates' information, a practice that has become more prevalent in China [8][9]. - Over half of background check issues are related to candidates' work history, with common discrepancies including inflated or shortened employment durations and fabricated job experiences [9][10]. - Approximately 40% of job seekers have encountered "anomalies" in their professional credibility during background checks, with the education and training sector showing the highest rate of discrepancies at 53.8% [14][15]. Group 2: The Evolution and Challenges of Background Checks - Initially, background checks were limited to high-level executives, but they have now expanded to include ordinary workers, creating anxiety among job seekers [20][21]. - Background checks often include verification of identity, education, credit issues, and legal records, with a focus on previous employment references [21][25]. - The process lacks transparency, often leaving candidates unaware of the specific reasons for disqualification, which can lead to significant personal and professional consequences [25][26]. Group 3: Job Seekers' Strategies to Navigate Background Checks - Job seekers are increasingly sharing experiences and strategies on social media to navigate the complexities of background checks, emphasizing the importance of selecting trustworthy references [38][43]. - Candidates are advised to clarify the scope and timing of background checks with potential employers, especially if they are currently employed [43][44]. - In cases of failed background checks, candidates are encouraged to communicate with HR to understand the reasons and seek clarification, which can sometimes lead to successful employment despite initial setbacks [44][45].
专访西贝贾国龙:我现在陷入自证清白的循环
虎嗅APP· 2025-09-13 03:24
Core Viewpoint - The article discusses the ongoing crisis faced by the company Xibei, triggered by public criticism from influencer Luo Yonghao, which has led to a significant decline in revenue and customer traffic [6][10][30]. Group 1: Impact of Luo Yonghao's Criticism - Luo Yonghao's criticism began on September 10, leading to a rapid decline in Xibei's daily revenue, with estimates of a drop of 1 million yuan on September 11 and between 2 to 3 million yuan on September 12 [11][12][8]. - The company is experiencing a "cliff-like" drop in customer traffic, which has been described as the largest external crisis in its history [30][6]. - Xibei's CEO, Jia Guolong, expressed his determination to pursue legal action against Luo Yonghao, emphasizing the importance of clarifying the truth despite the potential short-term impact on business [16][18][17]. Group 2: Company Background and Current Status - Founded in 1988, Xibei has grown to over 370 stores and 18,000 employees, with a revenue of 6.2 billion yuan in 2023 [6]. - The company has faced various internal challenges but has not previously encountered such a significant external crisis [30][32]. - Jia Guolong has been actively involved in the company's operations since returning as CEO in September 2024, aiming to improve business performance [33][34]. Group 3: Clarification on Pre-made Dishes - Jia Guolong clarified that while Xibei employs pre-preparation techniques, it does not serve pre-made dishes as defined by industry standards [35][41]. - The company previously operated a fast-food brand that included pre-packaged items, but this brand has since been closed, and no pre-made dishes are currently offered in Xibei's restaurants [35][36]. - The distinction between pre-preparation and pre-made dishes is emphasized, with the latter being defined as fully cooked and packaged meals that require only reheating [37][38][39].