2025中国快消品中期报告：健康化、高性价比成消费新风向, 家门口的“好超市”悄然洗牌

Core Insights - The core consumer trend is shifting towards a focus on "quality-price ratio" rather than just "cost-performance ratio," indicating a more rational and health-conscious consumer base [3][5]. Group 1: Consumer Behavior - Consumers are increasingly prioritizing health and quality in their purchasing decisions, moving away from merely seeking low prices [3][5]. - The upcoming "Golden Week" holiday is expected to see a rise in travel and dining experiences that emphasize high "quality-price ratios" [6][8]. Group 2: Retail Landscape - Retail channels that can balance both cost-performance and quality-price ratios are experiencing significant growth, with warehouse membership stores and hard discount stores leading the way [3][4]. - Major retailers like RT-Mart, Hema, and Aldi have been recognized for their strong performance in the fast-moving consumer goods sector [5]. Group 3: Market Trends - The fast-moving consumer goods market is undergoing a reshuffle, with traditional supermarkets facing challenges while innovative retailers thrive [5]. - Emerging travel trends show a preference for high-value destinations and experiences, with a notable increase in hotel bookings for lesser-known locations [8][9].