32万家街边烟酒店,被年轻人砸了铁饭碗
36氪·2026-01-07 13:55

Core Viewpoint - The article discusses the drastic decline of tobacco and liquor stores in China, highlighting the shift in consumer behavior and the impact of regulatory changes on the industry [6][10][26]. Group 1: Industry Overview - In 2025, the number of tobacco and liquor stores in China decreased by approximately 19%, equating to the closure of around 320,000 stores [7]. - Over the past five years, more than 1.3 million tobacco and liquor stores have shut down, averaging nearly 900 closures per day [7][25]. - The traditional business model of tobacco stores, which relied heavily on local corporate bulk purchases, has been severely disrupted [15][19]. Group 2: Consumer Behavior Changes - Younger consumers are increasingly rejecting traditional drinking culture, with only 19% of individuals aged 20-35 preferring liquor, while over half favor beer or wine [31]. - The smoking rates among younger generations are declining, with only about 10% of post-2000s individuals smoking, compared to 20% of those born in the 1980s [33]. - The shift in consumer preferences has led to a significant drop in sales, with some regions experiencing an 80% decline in liquor sales [20]. Group 3: Competitive Landscape - National chain liquor stores are expanding, contrasting sharply with the decline of individual tobacco shops, as they leverage strong capital and standardized services [34][36]. - The profit margins for many tobacco stores have fallen below 10%, leading to a situation where many are operating at a loss [36]. - Direct-to-consumer sales by liquor companies through online platforms have eliminated the traditional price advantage held by tobacco stores [39][42]. Group 4: Adaptation Strategies - Some tobacco stores are attempting to survive by diversifying their offerings, including introducing lower-priced liquor and other products to attract local consumers [52][54]. - Innovative strategies include leveraging social media for marketing and creating community engagement through services like package delivery and local promotions [57][58]. - A few stores are transforming into lifestyle venues, offering a mix of products and experiences to appeal to younger consumers [62][64]. Group 5: Industry Outlook - The article suggests that while the traditional tobacco store model is failing, the demand for tobacco and liquor remains, indicating that the industry will continue to exist but will require adaptation to survive [66]. - The ongoing trend of closures in various sectors, including pharmacies and beauty stores, underscores the broader need for industries to evolve in response to changing consumer behaviors and market conditions [67][68].

32万家街边烟酒店,被年轻人砸了铁饭碗 - Reportify