报告：便利店行业遇客流减少等多重压力 差异化价值策略是破局之路

Core Insights - The convenience store industry in China is evolving from traditional retail to include dining services, driven by increasing consumer demand for immediacy, convenience, and quality [1][3] - The report indicates that nearly 90.4% of convenience stores are now selling fresh food, and many are exploring the "convenience store + cafeteria" model to enhance their value proposition [1] - Instant retail is gaining traction, with almost 40% of convenience store businesses expected to launch instant retail services by 2024, leading to an 11.4% year-on-year increase in sales from this segment [1][2] Industry Trends - The rise of "front warehouse" models allows convenience stores to expand without significant investment in large retail spaces, reducing logistics costs and improving delivery speed [2] - Despite challenges such as declining foot traffic and average transaction value, the number of convenience stores continues to grow, with a focus on 24-hour and community-based locations [2] - The average daily revenue per store is projected to slightly decrease to 4,634 yuan in 2024, reflecting the pressures on the industry [2] Product and Brand Strategy - Convenience stores are shifting their private label strategies from being perceived as low-cost alternatives to offering high-quality products, enhancing brand image and competitiveness [3] - The sales share of cigarettes and private label products is expected to increase by 1.4% and 0.7% respectively in 2024, while fresh food and coffee sales may see a slight decline [3] - Membership programs are becoming more significant, with average transaction values for members growing by 2.0% annually over three years, compared to just 0.3% for non-members [3]