焦虑声中年内新增1292家谷店，谷子经济到底凉没凉？

Core Insights - The offline "谷店" (Grocery Store) market is experiencing a significant downturn, with many stores closing and a general sense of despair among consumers and industry observers [1][3] - Despite the closures, the overall "谷子经济" (Grocery Economy) is not collapsing but rather transitioning from rapid expansion to a more refined and sustainable growth model [3][4] Industry Overview - In 2023, 1,292 new "谷店" opened, indicating ongoing expansion despite the closure of some stores [6] - The closures are part of a natural industry evolution, where many entrants lacking core competencies are exiting the market, leading to a consolidation phase [4][35] - Notably, while some brands like "潮玩星球" and "暴蒙" have seen significant store closures, others like "三丽鸥主题店" and "独角星COMIC" have expanded their presence [8][9] Market Dynamics - Consumer sentiment is low, with over 61% of respondents in a survey believing the "谷子经济" is failing [1] - The market is still showing signs of demand, as evidenced by a 50% year-on-year increase in sales during the National Day holiday at "静安大悦城" [10] - The industry is facing pressure from broader economic conditions, with retail sales growth slowing down [15] Future Outlook - The "谷子经济" is expected to benefit from upcoming popular IP releases, which could stimulate market activity [21][22] - Brands are increasingly focusing on creating differentiated products and enhancing consumer experiences to adapt to changing market conditions [30][35] - The industry is moving towards a phase where merely selling products is insufficient; brands must create engaging experiences to attract consumers [28][30]