北上广中产捧红的“奶皮子”,老字号一年捞走好几亿
东京烘焙职业人·2025-12-29 09:37

Core Viewpoint - The article discusses the rise of "奶皮子" (milk skin) as a popular trend in the food and beverage industry, particularly in community dining, highlighting the success of 紫光园 (Ziguangyuan) as a case study for traditional brands adapting to new consumer demands [3][5][22]. Group 1: Market Trends - In recent winters, "奶皮子" has become a phenomenon, with various products like milk skin coffee and cakes emerging in the market [3][4]. - 紫光园 has capitalized on this trend, achieving a 145% year-on-year increase in sales for its signature milk skin yogurt, with daily sales peaking at over 300,000 cups and annual revenue exceeding 100 million [5]. Group 2: Business Model and Strategy - 紫光园 has successfully opened 210 stores, focusing on a 3-kilometer community radius, with a high efficiency of 100,000 yuan per square meter for its small takeout outlets [5][14]. - The company has diversified its revenue streams, with non-dining income accounting for 52.4% of total revenue, demonstrating the effectiveness of small food stalls in enhancing profitability [14]. Group 3: Adaptation and Innovation - The article emphasizes the importance of adapting to consumer behavior, noting that community dining is becoming a mainstream model, as it caters to the convenience and accessibility needs of consumers [21][22]. - 紫光园's strategy includes integrating various dining formats, such as breakfast, takeout, and retail, to create a comprehensive consumer experience [15]. Group 4: Competitive Landscape - The article suggests that in a competitive market, being closer to consumers and understanding their needs is crucial for sustained growth [23]. - The success of 紫光园 serves as a reference for traditional dining brands looking to transform and thrive in the current market environment [22].