甜粽子和咸粽子都没人吃了？

Core Viewpoint - The traditional zongzi market is experiencing a decline in sales for leading brands, despite the overall market size expanding to over 100 billion yuan in 2024, indicating a disparity between market growth and brand performance [1][11][12]. Group 1: Market Performance of Leading Brands - Major brands such as Wufangzhai reported a revenue decline of 14.57% in 2024, with zongzi sales down by 18.64% and a volume decrease of approximately 20% [5]. - Zhenzhenlaolao, the second-largest brand, faced a net loss of 29 million yuan in 2024, worsening from a loss of 8.1 million yuan in 2023, with a 17.62% drop in sales across rice products, including zongzi [6]. - Sanquan Foods, while primarily focused on frozen rice and noodle products, also reported negative growth in revenue from zongzi and other frozen products, impacting overall company performance [8]. Group 2: Market Trends and Consumer Behavior - Despite the struggles of leading brands, the overall zongzi market is projected to grow, with estimates suggesting it will reach 110 billion yuan by 2025 [11]. - Sales of packaged zongzi in traditional retail channels dropped by 34.53% year-on-year during a two-week period in May 2025, with the number of SKUs also decreasing significantly [13]. - In contrast, online sales of zongzi are thriving, with some trendy varieties selling out quickly, indicating a shift in consumer purchasing behavior [14]. Group 3: New Consumption Trends - The zongzi market is undergoing a flavor revolution, with innovative flavors capturing over 30% market share and showing significant growth [20]. - New flavors such as durian, taro, and low-sugar options are gaining popularity among younger consumers, while traditional flavors still hold some market presence [21][23]. - The trend towards healthier options is evident, with predictions that the market for healthy zongzi will exceed 40% by 2030, contrasting sharply with traditional high-calorie recipes [23][24].