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贵价面包杀回北上广,它还是门好生意吗?
虎嗅APP·2025-05-04 08:29

Core Viewpoint - The resurgence of high-priced bread shops in major cities like Beijing and Shanghai is driven by a combination of consumer demand for unique and high-quality products, despite previous market challenges and consumer complaints about pricing [3][9][34]. Group 1: Market Trends - High-end baking brands are rapidly expanding in first and new-tier cities, with an average price of over 60 yuan per item [8][9]. - The market has seen a significant influx of new brands, with over 20 baking brands competing in high-traffic shopping centers like Beijing's He Sheng Hui [6][9]. - The trend of "expensive bread" is characterized by unique product offerings and creative marketing strategies, including social media engagement and limited-time discounts [9][32]. Group 2: Consumer Behavior - Despite complaints about high prices, many young consumers are willing to wait in long lines and pay premium prices for trendy bread items, indicating a strong emotional connection to the products [9][10][12]. - The perception of value has shifted, with consumers now associating high prices with quality and exclusivity, leading to a willingness to pay more for unique offerings [9][13]. Group 3: Brand Strategies - Brands are adopting innovative marketing strategies, such as "queue marketing" and creating visually appealing store environments to attract customers [26][27][31]. - The use of social media for pre-launch marketing and customer engagement has become crucial for brand visibility and consumer interest [32][36]. - Many brands focus on creating a high-end image through strategic store locations in premium shopping areas and unique product offerings [17][19][30]. Group 4: Operational Challenges - The high operational costs associated with premium baking brands, including labor and rent in prime locations, pose significant challenges for profitability [34][35]. - The industry faces a high closure rate, with many new bakeries failing within two years due to intense competition and market saturation [36][37]. - Despite the current popularity, the sustainability of high-priced bread brands remains uncertain as they navigate the challenges of maintaining consumer interest and managing operational costs [34][36].