一年关闭32万家，烟酒店也不是好生意了？

Core Viewpoint - The tobacco and alcohol retail industry is facing significant challenges, with high-end liquor sales declining and low-priced cigarettes becoming more popular, leading to a profit squeeze for retailers [2][3][22]. Group 1: Retail Challenges - Many tobacco shop owners, like Li Ming, are considering closing their stores due to poor sales and high operational costs, with monthly gross profits falling below 30,000 yuan [5][6]. - The average revenue for tobacco shops has decreased by approximately 40% from 2021 to 2024, indicating a severe downturn in the industry [17]. - The number of tobacco shops in China has dropped by about 19% in 2025, equating to a loss of around 320,000 stores, with a total of over 1.3 million shops expected to close in five years [17]. Group 2: Consumer Behavior Changes - Consumers are becoming more rational and price-sensitive, leading to a shift in purchasing habits towards lower-priced products, which has negatively impacted high-end liquor sales [10][12]. - The demand for bulk purchases from corporate clients has significantly decreased, with some regions reporting an 80% drop in white liquor sales following stricter regulations [12][13]. Group 3: Competitive Pressures - Increased competition and price transparency have made it difficult for tobacco shops to maintain profitability, with many retailers struggling to cover basic operational costs [8][10]. - The rise of e-commerce and direct-to-consumer sales by liquor companies has further eroded the customer base for traditional tobacco shops [16][19]. Group 4: Future Outlook - The industry is undergoing structural changes, with many traditional retail models becoming unsustainable as consumer preferences shift towards online and instant retail options [19][21]. - Despite the challenges, new shops continue to open, indicating that not all operators are suited for the tobacco retail business, and those without strong customer networks may struggle to survive [21][22].