好特卖以“服务换货源”，构建折扣零售护城河

Core Viewpoint - The Chinese consumer market is experiencing significant stratification and diversification, with increasing demand for discount retail, leading to the emergence of numerous discount store brands. Good Sale, as an early entrant, is focusing on how to consolidate its position and create differentiated advantages in a competitive landscape [1] Group 1: Company Strategy - Good Sale's co-founder, Zhang Ning, emphasizes the importance of deep coupling with upstream suppliers to enhance service-driven supply chain innovation and improve excess inventory management efficiency [3] - The company's business model revolves around providing effective and reliable inventory clearance channels to brands, addressing their needs for handling excess inventory generated during product innovation and market testing [3] Group 2: Operational Model - Good Sale's model creates a positive feedback loop, helping partner brands reduce innovation trial costs and alleviate production redundancy pressures through professional excess inventory data management and circulation capabilities [5] - The extensive store network in first-tier and new first-tier cities allows brands to efficiently reach price-sensitive young consumers, enhancing market penetration and brand exposure among non-core customer groups [5] Group 3: Consumer Engagement - By establishing direct supply channels for genuine excess inventory, Good Sale consistently offers products with exceptional cost-performance ratios, creating a unique treasure-hunting shopping experience for consumers [5] - The combination of "value for money" and "discovery fun" successfully attracts urban consumers who are sensitive to prices and value shopping experiences, shaping a consumer mindset that recognizes "good products do not lack traffic" [5] Group 4: Industry Perspective - Simple low-cost procurement and sales are no longer sufficient to create lasting barriers in the industry. Good Sale's service-driven supply chain model focuses on addressing brand pain points and connecting supply and demand within an ecosystem [7]