1919集团李宇欣：万物即时零售时代来临，抓紧布局酒饮前置仓

Core Insights - The consumption market in 2025 is undergoing profound changes, shifting from "product consumption" to "emotional consumption" and from "mass conformity" to "individual needs" [1] - The 1919 Group is positioning itself as a leader in the liquor retail sector by leveraging instant retail, aiming to establish 100,000 liquor front warehouses in collaboration with Taobao Flash Purchase [1][6] Industry Changes - The liquor industry is facing five core transformations, including a disruption in cycle recognition, generational shifts in consumer demographics, a migration of consumption scenarios towards self-satisfaction, diversification of product categories, and a transition to instant purchasing methods [3][4] - The traditional consumer base for white liquor is rapidly declining, influenced by policy changes and a shrinking business dining environment, while younger consumers are emerging as a significant market segment [3][4] Consumption Trends - There is a notable shift from formal dining to home consumption, with "self-satisfaction" needs gaining prominence, leading to a decline in traditional dining channel sales [4] - The market is moving from a dominance of white liquor to a more diverse product landscape, with new brands emerging that cater to different consumer preferences [4] Instant Retail Practices - The "Double 11" shopping festival marked a significant turning point for the industry, with a focus on healthy growth and user experience rather than just GMV, resulting in a drop in average transaction value from 358 yuan to 70 yuan [5] - The increase in order volume by five times during "Double 11" indicates a structural change in consumption patterns, with instant retail becoming a key growth driver for the 1919 Group [5] Future Strategy - The 1919 Group aims to establish 100,000 liquor front warehouses to capitalize on the instant retail opportunity, emphasizing the importance of rapid fulfillment capabilities [6][7] - The new front warehouse model will be smaller and more efficient, located within dining establishments, and will support local restaurants by providing inventory and order fulfillment assistance [7]