北京时间12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。门店位于星光大道"中国剧院"对面，凭借1.19 美元冰淇淋等平价产品与本地化菜单，吸引当地消费者打卡。截至目前，蜜雪冰城的海外布局已拓展至 13个国家。 冰淇淋售价1.19美元 "雪王"圈粉好莱坞 据了解，目前蜜雪冰城在美国的多家新店正在筹备中，巴西、墨西哥等美洲国家的门店也正在推进。 依托"高质平价" 持续融入本地市场 目前，美国茶饮市场正处于快速扩容阶段，在TikTok等社交平台上，"中式奶茶"话题持续保持高热度。 有业内人士向记者表示，当前美国茶饮市场仍处发展初期，品牌竞争格局未定，蕴藏巨大增长潜力。蜜 雪冰城凭借成熟的供应链体系与"高质平价"的核心定位，有望丰富当地现制茶饮的优质供给。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍 珠奶茶售价3.99美元起，整体产品价格带在1.19美元至4.99 美元之间，显著低于当地同类品牌的产品定 价。 门店开业期间，蜜雪冰城推出多项互动活动，包括品牌IP"雪王"街头快闪、蜜雪冰城主题曲挑战、"雪 王"走红毯及购饮赠冰淇淋等活动，吸引众多当地消费者参与。 ...

12月20日，蜜雪冰城洛杉矶好莱坞店正式营业。该店位于星光大道"中国剧院"正对面。此次美国首店， 同样延续品牌经典菜单设计，涵盖冰淇淋、纯茶、果茶、奶茶、现磨咖啡等多个产品系列，同时结合美 国消费者的饮食偏好，提供多种小料、糖度选项。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍 珠奶茶售价3.99美元起，整体产品价格带在1.19 美元-4.99 美元之间，显著低于当地同类品牌的产品定 价。 好莱坞店正式开业当天，吸引了当地消费者纷纷到店打卡，下单品尝冰淇淋、柠檬水、芋圆葡萄等招牌 产品。 门店菜单信息显示，招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖啡售价2.99美元，珍 珠奶茶售价3.99美元起，整体产品价格带在1.19 美元-4.99 美元之间，显著低于当地同类品牌的产品定 价。 好莱坞店正式开业当天，吸引了当地消费者纷纷到店打卡，下单品尝冰淇淋、柠檬水、芋圆葡萄等招牌 产品。 2018年，蜜雪冰城在越南河内开出海外首店。截至目前，蜜雪冰城已在海外布局约4700家门店，覆盖海 外13个国家。 今年以来，蜜雪冰城持续推进全球化战略 ...

12月20日下午消息，近日，蜜雪冰城在美国洛杉矶开店引发社交媒体的关注与讨论，有用户在小红书发 帖并晒图称，"两杯奶茶+一个冰淇淋只付了1.17$这像话吗？"还有用户表示，如果在店内唱主题曲可以 有免费冰淇淋吃。 据蜜雪冰城洛杉矶门店菜单信息显示，其招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖 啡售价2.99美元，珍珠奶茶售价3.99美元起。在国内门店，以北京地区为例，其招牌冰淇淋售价2元，冰 鲜柠檬水售价4元，拿铁咖啡售价7元，珍珠奶茶售价6元起。 责任编辑：郭建 12月20日下午消息，近日，蜜雪冰城在美国洛杉矶开店引发社交媒体的关注与讨论，有用户在小红书发 帖并晒图称，"两杯奶茶+一个冰淇淋只付了1.17$这像话吗？"还有用户表示，如果在店内唱主题曲可以 有免费冰淇淋吃。 据蜜雪冰城洛杉矶门店菜单信息显示，其招牌冰淇淋售价1.19美元，冰鲜柠檬水售价1.99美元，拿铁咖 啡售价2.99美元，珍珠奶茶售价3.99美元起。在国内门店，以北京地区为例，其招牌冰淇淋售价2元，冰 鲜柠檬水售价4元，拿铁咖啡售价7元，珍珠奶茶售价6元起。 责任编辑：郭建 ...

出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 整理 | 王毓婵 Busy Money 彩妆熊完成1000万元天使轮融资 近日，彩妆熊完成1000万元天使轮融资。彩妆熊是一家彩妆品牌提供商，该公司主要从事品牌管理、互联网销售、化妆品批发、化妆品零售等业务，以满足消 费者需求。此次融资将为彩妆熊在闪电仓模式的全国扩张注入动力。 公司情报 小红书社区架构再调整 近日有消息称，小红书在几个月前对社区组织架构进行了深度调整，意在进行"产运研一体化融合"，知情人士表示，新划分的职责中，由云帆（薯名）和新岛 （薯名）各自负责。其中，云帆负责的部分命名为"Live"，直接向小红书COO柯南（薯名）汇报；新岛负责的部分命名为"Village"，依然向社区业务负责人帕 鲁汇报。"过去我们是垂类运营的逻辑，现在是变成依据不同业务目标来划分"，前述知情人士表示。 KKV深圳门店称被业主方逼走，双方回应 12月14日晚间，生活方式零售店KKV深圳卓悦中心店在店门口贴出一则告示称，因购物中心单方面试图强制解约，该门店暂停服务。购物中心以业态调 整为由单方面强行要求KKV提前解约，并采用停水断电等粗暴手段 ...

· 产品选择：主动避开需要长期市场教育的小众品类，主打已被验证的"冰淇淋+茶"及鲜果茶，价格锚定 在3–11元平价区间。 · 模型借鉴：依托成熟品类降低试错成本，试图快速复制已被市场接受的单店盈利模型。 在茶饮行业投资降温、竞争白热化的今天，一个名为"甜心皮皮"的品牌却以近乎"反常识"的姿态闯入赛 道，上演了一场令人侧目的闪电式崛起。开业前即获千万级融资，首店落地大理后迅速扩张，不到三个 月再获近亿元资金加持，签约国内外意向门店超1500家——这一系列动作不仅打破了行业惯有的渐进式 扩张节奏，更将一个新品牌的野心与焦虑同时暴露在聚光灯下。甜心皮皮的出现，是资本与经验催生的 行业变量，还是又一场狂奔后可能跌落神坛的冒险？ 一、老兵新传：经验复制与风险规避 甜心皮皮的核心团队几乎全部来自蜜雪冰城、霸王茶姬等万店品牌，这种"老兵集结"的配置，赋予了品 牌显著的起跑优势。他们深谙连锁扩张的密码，也亲眼目睹过无数新品牌倒下的陷阱。因此，甜心皮皮 在策略上表现出高度理性： 2. 管理稀释：快速扩张下，总部对加盟商的运营支持、督导和培训质量可能下降，进而影响门店存活率 和品牌口碑。华莱士等品牌在万店规模后爆出的食安问题，正 ...

Core Viewpoint - The retail sector in the A-share market has shown signs of recovery after a prolonged period of decline, driven by recent favorable policies and a shift in consumer behavior towards increased domestic demand [6][9][30]. Group 1: Market Performance - The leading retail company, Yonghui Supermarket, has seen its stock price drop nearly 70% since April 2020, prior to the recent market rally [1]. - Other retail companies, such as Dongbai Group, have also experienced stagnant performance, with many retail stocks recently showing significant gains, including multiple trading halts due to price increases [3][9]. Group 2: Policy Support - Recent government policies emphasize the importance of domestic demand and consumer spending, with the central economic work conference prioritizing the construction of a strong domestic market [7]. - The National Development and Reform Commission has reiterated its commitment to expanding domestic demand and enhancing consumer capacity, indicating a clear intention to boost consumption [7][8]. Group 3: Economic Indicators - In the first nine months of 2025, the value added by wholesale and retail industries grew by 5.6%, maintaining a stable GDP contribution of 10.3% [11]. - Retail sales increased by 4.6%, with physical retail formats like convenience stores and supermarkets showing growth [12][13]. Group 4: Industry Challenges - The retail industry has faced unprecedented challenges, particularly from e-commerce, which has permanently shifted consumer behavior towards online shopping [18]. - Traditional retailers are experiencing rising operational costs, which are squeezing profit margins, leading to significant performance disparities among companies [18][20]. Group 5: Transformation and New Trends - The retail sector is undergoing a transformation from a focus on scale expansion to high-quality development, emphasizing customer experience over mere product sales [20][28]. - New retail formats are emerging, with companies like Hema and discount stores expanding rapidly, indicating a shift in competitive dynamics within the industry [25][27]. Group 6: Future Outlook - Despite recent positive signals, the retail sector's fundamental challenges remain, with ongoing adjustments and potential for further differentiation among companies based on their ability to adapt [30].

Core Viewpoint - The retail sector in A-shares has been underperforming for several years, but recent policy support and market enthusiasm may signal a potential turnaround for the industry [2][6][8]. Group 1: Market Conditions and Policy Support - The retail sector has seen a collective uptick recently, driven by a series of favorable policies aimed at boosting domestic consumption [6][8]. - The Central Economic Work Conference prioritized "domestic demand" as a key task, emphasizing the need to enhance consumer willingness and capacity [9][10]. - The Ministry of Commerce has redefined the retail sector's role as a crucial component in building a complete domestic demand system [11][12]. - Upcoming policies are expected to stimulate consumption, particularly in service-oriented sectors [10][13]. Group 2: Economic Indicators - From January to September 2025, the value added by wholesale and retail industries grew by 5.6%, maintaining a stable GDP contribution of 10.3% [15]. - Retail sales increased by 4.6%, with physical retail formats like convenience stores and supermarkets showing growth [16][17]. - The approaching Spring Festival is anticipated to further boost offline retail activities, contributing to a positive market sentiment [18]. Group 3: Market Behavior and Valuation - Consumer stocks have shown signs of recovery, with valuations at historically low levels; for instance, the food and beverage sector's latest P/E ratio is 20.36, at a percentile of 7.05% [19][20]. - The prolonged period of low valuations has created a technical rebound demand in the retail sector [21][22]. Group 4: Industry Challenges and Transformations - The retail industry has faced unprecedented challenges, particularly from e-commerce, which has permanently shifted consumer behavior towards online shopping [24][25][28]. - Traditional retailers are experiencing rising operational costs, which are squeezing profit margins [29]. - Performance disparities among retail companies are evident, with some struggling to adapt while others, like Bubu Gao, have seen significant revenue growth due to successful transformations [32][36]. Group 5: New Business Models and Innovations - The retail landscape is evolving, with a shift from mere product sales to enhancing customer experiences [38][39]. - Companies are increasingly focusing on operational efficiency and cost control, with strategies like closing underperforming stores and optimizing organizational structures [42][43]. - New retail formats, such as discount stores and instant retail, are emerging, intensifying competition within the sector [45][46]. Group 6: Future Outlook - The retail sector is at a crossroads, with the potential for recovery tempered by ongoing challenges from e-commerce and changing consumer behaviors [58][62]. - While leading companies may benefit from valuation rebounds, those unable to adapt may face continued difficulties [63].

为什么这届网友只是一看菜单，就觉得蜜雪冰城出海美国大概率稳了？ 蜜雪才是正宗的北美老吃家 据媒体报道，近期除有网友发帖分享了蜜雪冰城好莱坞门店的照片外，当地华人也向记者表示虽然最终的开店时间待定，但雪王人偶等前期宣传物料、工 作人员却均已就位。 另在外卖APP上，我们可以看到美版蜜雪目前的套餐售价为3.99美元（内含两杯奶茶或果茶，外加一个冰淇淋）。只不过，和国内奶茶"正常糖、七分 糖、五分糖、三分糖、不额外加糖"的菜单选项相比，美版蜜雪还新增了"120%糖、150%糖、200%糖"这三个新选择。 联系到当地的市场背景，不难看出蜜雪冰城走的还是经典战术。即先在大学附近派发饮料、多渠道展开宣传、提供优惠活动，以此在年轻人当中培养忠实 消费群体。随后尝试重启供应链优势，借规模化发展深度抢占现制饮品市场。 而这一细节，也让蜜雪冰城本轮出海迎来了网友们的一致看好。 这一套组合拳虽然看似老套，但胜在稳健、具有可复制性。毕竟蜜雪正是靠着下沉市场、强供应体系在国内站稳了脚跟，随后啃下了新加坡、泰国、韩 国、澳大利亚等国家和地区。本次远赴美国，只要能保证产品质量、性价比标签，那么大量对价格敏感的消费者、对新鲜事物接受度较强的 ...

这是半佛仙人的第1933篇原创 1 最近有个新闻给我看笑了，说美国的蜜雪冰城改糖度了。 国内还三五七分呢，到那儿120%，1 5 0%，甚至能选到200%甜度。 向下滑动查看所有内容 （新闻截图来自 荆楚网/湖北日报网 ） 很多朋友说蜜雪是不是糖放多了？ 不不不，蜜雪冰城这是放太少了，这是生怕美国人吃到甜头啊。 说真的这20 0%甜度才哪儿到哪儿啊？ 给美国人养生呐？ 太保守了啊雪。 蜜雪冰城应该直接起步200%甜度，最好一步到位到500%，才能让美国老铁的胰岛觉得稍 微有点力度。 我没开玩笑， 我在国内算是能吃甜的，但我在美国的时候，三分之一糖我都受不了。 但凡你在美国喝过饮料，吃过甜品你立马就知道什么叫甜到哀伤了。 这么说吧， 我们吃糖论克，他们吃糖论磅。 费列罗吃过吧？ 里面那个馅儿是有名字的，叫nut e ll a榛子酱。 很多老美看着电视，拿勺擓着吃，一吃吃一罐。 哈根达斯国内一小盒一小盒吧？ 我儿子去沙滩挖沙子的小桶，老美一吃吃一桶。 哪怕如士力架这种甜到有点发齁的东西，国内已经都是美国原版减了七八成糖的程度，人 老美直接拿原版产品蘸n u t e ll a酱吃。 甚至薯片！这种威猛的的油盐碳水炸 ...

Market Overview - The Shanghai Composite Index rose by 1.19% on December 17, with 28 out of the 31 sectors experiencing gains, led by the communication and non-ferrous metals sectors, which increased by 5.07% and 3.03% respectively [1] - The retail sector saw a modest increase of 0.18%, while the agriculture, forestry, animal husbandry, and fishery, defense, and coal sectors faced declines of 0.54%, 0.20%, and 0.11% respectively [1] Capital Flow - The net inflow of capital in the two markets reached 9.51 billion yuan, with 16 sectors experiencing net inflows. The communication sector led with a net inflow of 6.449 billion yuan, coinciding with its 5.07% increase [1] - The electronics sector followed with a daily increase of 2.48% and a net inflow of 6.340 billion yuan [1] - Conversely, 15 sectors experienced net outflows, with the defense sector leading at a net outflow of 4.870 billion yuan, followed by the retail sector with a net outflow of 2.313 billion yuan [1] Retail Sector Analysis - The retail sector's overall performance included 97 stocks, with 56 stocks rising and 38 stocks declining. Four stocks hit the daily limit up [2] - Notably, the stock "Bubugao" saw a net inflow of 488 million yuan, while "Nanjing Shanglv" and "Cuiwei Shares" followed with net inflows of 159 million yuan and 144 million yuan respectively [2] - The stocks with the highest net outflows included "Yonghui Superstores" at 1.951 billion yuan, "Hongqi Chain" at 334 million yuan, and "China Duty Free" at 290 million yuan [2] Key Stocks in Retail Sector - "Yonghui Superstores" decreased by 3.24% with a turnover rate of 18.96% and a net outflow of approximately 1.951 billion yuan [2] - "Hongqi Chain" increased by 2.63% with a turnover rate of 35.14% and a net outflow of approximately 334 million yuan [2] - "China Duty Free" saw a slight decrease of 0.47% with a turnover rate of 1.71% and a net outflow of approximately 290 million yuan [2]