BABA(US:BABA) 36氪未来消费·2025-05-15 13:23Core Viewpoint - The core lever for growth during the 618 shopping festival is to bring AI back to the crowd, emphasizing the importance of early and precise preparations for businesses [2][3]. Group 1: Market Trends - The consumer market is showing a steady recovery, with retail sales in Q1 increasing by 4.6% year-on-year and online retail sales up by 7.9%, with physical goods online retail growing by 5.7% [2]. - In 2024, 365 brands achieved over 100 million in sales during the 618 event, with over 36,000 brands doubling their sales, marking it as a significant business explosion in the first half of the year [2]. Group 2: Consumer Behavior - Modern consumers are complex, blending rational and emotional factors in their purchasing decisions, which presents challenges for brands in formulating marketing strategies [5]. - During promotional periods, consumer behavior shows distinct wave patterns, with different consumer segments exhibiting varied content consumption habits and purchasing rhythms [6]. Group 3: AI and Consumer Engagement - Alibaba Mama's "618 Business Blue Book" focuses on human-centric strategies, utilizing AI capabilities to identify and engage target audiences effectively [3][8]. - AI's role is to enhance the understanding of consumer segments, allowing brands to implement a full-cycle strategy from audience selection to engagement and retention [6][8]. Group 4: Industry-Specific Strategies - The guide provides actionable methodologies for four key industries: sports and outdoor, apparel, fast-moving consumer goods (FMCG), and home electronics, emphasizing the need for brands to adapt to specific consumer motivations and behaviors [10][19][23]. - For the sports and outdoor sector, brands should focus on building consumer interest and engagement through targeted marketing strategies during the 618 period [11]. - In the apparel industry, understanding style preferences and trends is crucial, with a focus on high-value consumers who are sensitive to fashion trends [16]. - The FMCG sector requires brands to establish mechanisms for continuous consumer engagement and retention, leveraging AI for targeted marketing [19]. - For the home electronics industry, brands must help consumers build decision-making intent and utilize platform resources to facilitate conversions [23]. Group 5: Long-term Growth and AI Integration - The transition from "audience targeting" to "audience management" signifies a shift from a traffic-based logic to an asset-based logic, enabling brands to create a sustainable growth ecosystem [28]. - The emphasis on understanding and managing consumer relationships is seen as a critical factor for long-term success in the evolving market landscape [30][31].