朱啸虎：我们投消费品牌的三个关键标准

Group 1 - The core viewpoint emphasizes the "3S theory" for evaluating consumer brands, which includes the necessity of a large market size, standardized products for mass replication, and defensibility in a competitive landscape [2] - The expectation is that only about 10 to 20 companies will reach a valuation of over 10 billion USD in the consumer sector [3] - In consumer entrepreneurship, companies must excel in either product quality or pricing strategy to succeed [4][5] Group 2 - Companies focusing on channel entrepreneurship should prioritize extreme pricing, while those in brand entrepreneurship should focus on achieving product excellence [6] - A learning trip to Japan is planned to explore opportunities in the silver economy and product models, highlighting the potential for innovation in China's consumer market over the next 20 years [6]