36氪研究院 | 2026全国连锁商家抖音经营报告

Core Insights - The chain industry in China is transitioning to a stable and efficient development phase, focusing on operational efficiency rather than rapid expansion, with an emphasis on single-store performance and overall growth certainty [1][11] - Local life services are becoming a new growth arena for chain merchants, driven by the shift in consumer behavior from "in-store decision-making" to "online decision-making and offline consumption" [2][21] - Douyin's life service platform is enhancing its ecosystem, facilitating efficient collaboration and growth potential for chain merchants through a comprehensive approach that integrates product supply, content dissemination, and offline operations [4][32] Group 1: Industry Overview - The growth rate of the chain industry, particularly in dining and retail, is stabilizing, with the focus shifting from rapid store openings to enhancing operational efficiency [14][11] - The chainization rate in the dining sector is projected to increase from 19% in 2019 to 23% in 2024, indicating a trend towards more efficient operations [14] - The industry is increasingly adopting digital transformation and multi-channel integration to create sustainable competitive advantages [14][11] Group 2: Consumer Behavior and Market Dynamics - The consumer decision-making process is evolving, with social media and content platforms becoming primary sources of information, leading to a shift towards online decision-making before offline purchases [25][28] - Policies supporting consumption and the integration of online and offline services are driving the rapid development of local life services [21][22] - The competition for consumer attention is intensifying as businesses shift their customer acquisition strategies online, focusing on cost-effective and efficient methods [17][18] Group 3: Douyin Life Service Ecosystem - Douyin's life service ecosystem is expanding, with steady growth in transaction volume, user base, and the number of chain merchants, creating a vibrant and diverse local service ecosystem [4][32] - The platform's transaction volume is expected to grow by 19% year-on-year, with a significant increase in the number of new chain merchants and active users [33] - Douyin is leveraging a four-step growth engine to create a closed-loop system that supports merchants from traffic acquisition to performance growth [38][32] Group 4: Operational Strategies for Chain Merchants - Chain merchants are integrating various resources, including traffic, content, and offline services, to explore new operational models and customer acquisition strategies [6][11] - The focus on product supply, content marketing, and offline operations is essential for achieving effective customer engagement and transaction conversion [4][38] - Successful strategies include creating "mindshare products," maintaining marketing consistency, and implementing a cyclical flow of traffic to enhance operational efficiency [38][41]