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董宇辉出走后,俞敏洪要去线下「捡钢镚」
3 6 Ke· 2025-12-04 23:30
东方甄选的野心不止是做"线上山姆"了。 近期,东方甄选正在招聘北京首家旗舰店的店长,优先有"餐饮+零售"复合业态管理经验的人才,薪资待遇15-30k。 这家旗舰店位于北京中关村,面积在400平方米左右,除了生鲜、零食、日百等便利店商品,还涵盖简餐和咖啡饮品区。 继董宇辉、孙东旭离职后,东方甄选终于走向线下,这家首店将是俞敏洪口中未来全国百家门店的第一步试点。 过去两年,东方甄选持续在供应链和品牌心智上做重投入,自营品占比提升、付费会员体系建立,但线上流量的天花板越来越清晰。要从直播电商转向新 零售品牌,线下门店是它必须补上的一块拼图。 此前,俞敏洪表示希望依托800个新东方地面教学点探索出一个线上线下相结合的模式,和全国新东方合作开设地面服务店、会员店、旗舰店。 那么,东方甄选的品牌力和用户黏性,能否支撑起一个真正意义上的零售业态? 一、不得不走的一步棋 东方甄选迈出线下旗舰店这一步,是渠道延伸,又不只是渠道延伸。这是东方甄选在多重压力之下的一次战略调整。 布局线下的最直接推力,是线上流量生态发生了根本性逆转。 众所周知,东方甄选从抖音起家,到现在,抖音仍然是东方甄选的基本盘。但是随着直播电商模式的常态化、东 ...
董宇辉「小号」练成了
36氪· 2025-12-04 13:54
Core Viewpoint - The article discusses the rise of the live-streaming account "兰知春序" (Lan Zhichun Xu) led by 董宇辉 (Dong Yuhui), highlighting its success in the Douyin (TikTok) e-commerce space and the unique approach of team-based live streaming rather than relying on a single strong personal brand [5][7][19]. Group 1: Performance and Growth - In November, "兰知春序" ranked ninth in Douyin's monthly sales leaderboard, marking its first entry into the top ten after six months of operation [5]. - The account achieved a monthly GMV (Gross Merchandise Volume) of approximately 200 million to 500 million yuan, with an average of 21 live streams per month [11]. - Since its launch in July, "兰知春序" has conducted 112 live streams, with an estimated total GMV of 1.1 billion to 2.8 billion yuan over six months [29]. Group 2: Team-Based Strategy - Unlike traditional MCNs that focus on building a single strong IP, 董宇辉's approach emphasizes a team of hosts, allowing for a more sustainable and scalable model [7][19]. - The live streaming format is characterized by a collaborative effort among multiple hosts rather than a single dominant figure, which differentiates it from other successful accounts that rely heavily on individual personalities [24][26]. - The user demographic for "兰知春序" is more affluent compared to "与辉同行" (Yu Hui Tongxing), with a higher average transaction value, indicating a strategic focus on higher-end products [18]. Group 3: Future Outlook - 董宇辉 aims to explore cultural and tourism-related opportunities with "兰知春序," indicating a desire to diversify beyond traditional e-commerce [8]. - The success of "兰知春序" suggests that 董宇辉's model of team collaboration may be replicated across other ventures, potentially leading to a broader impact in the industry [34]. - The overall GMV for 董宇辉's ventures, including "与辉同行" and "兰知春序," is projected to exceed 20 billion yuan in 2025, showcasing significant growth potential [34].
东方甄选将开首家线下旗舰店,东方甄选已设立6家分公司
Yang Zi Wan Bao Wang· 2025-12-04 09:29
扬子晚报/紫牛新闻记者张冰晶 校对石伟 爱企查App显示,东方甄选关联公司东方优选(北京)科技有限公司成立于2021年10月,法定代表人为孙东旭,注册资本1000万元人民币,经营范围包括鲜 肉批发、鲜肉零售、水产品批发、水产品零售、新鲜水果批发等。股东信息显示,该公司由北京新东方迅程网络科技有限公司全资持股。 | | 查企业 ▼ 东方优选(北京)科技有限公司 | 查一下 × | | 应用▼ v 老户特惠 | HOT 供需集市 日API ■ ■ ■ | | --- | --- | --- | --- | --- | --- | | 基本信息 56 | 司法信息 36 经营诊断 999+ | 知识产权 999+ | 企业发展 20 | 经营状况 29 | 历史信息 15 | | 工商注册 2 Q 发生变更时提醒我 | | | | | | | 工商注册 历史工商注册 | | | | | 不 下载数据 ◎ 意 企 | | 企业名称 | 东方优选(北京)科技有限公司 | 统一社会信用代码(2 | | 91110117MA04GK1T6X | | | 法定代表人 2 | 孙东旭 TA有7家企业 > | 经营状态 | | ...
东方甄选招聘实体店店长?或试水“门店+即时”零售业务
Nan Fang Du Shi Bao· 2025-12-04 06:02
近日,南都N视频记者在招聘网站看到,东方甄选开始招聘实体店店长职位,工作地点在北京中关村核心办公区/核心 商圈,要求全面负责400平方米旗舰店的运营,覆盖便利店商品、简餐咖啡饮品等业态。 不过,截至发稿,东方甄选已经在各招聘平台将店长招聘的信息下架。对于是否要开设实体店业务,东方甄选尚未给 南都记者回应。 事实上,东方甄选已经在小范围地尝试小时达服务。去年,东方甄选在财报中披露,为进一步提升物流效率,确保新 鲜、高品质的产品供应,在2024年,东方甄选与第三方物流商合作在北京等一线城市开展前置仓试点。关于其中原 因,东方甄选表示,希望通过设置前置仓能实现更快、更具成本效益的运输,并在两小时内完成订单到交付过程。同 时,东方甄选还可整合订单及包装运输,这将极大地改善用户体验。 去年4月,东方甄选正式推出"小时达"服务,并在抖音"东方甄选小时达"账号开播。彼时,东方甄选方面透露,东方甄 选"小时达"业务首先针对北京市场,已与17个前置仓建立合作,配送范围覆盖北京五环内80%区域,未来将覆盖更多 城市。 但南都记者发现,"东方甄选小时达"账号最近一次更新已经是去年6月,其店铺所有商品都已经下架。 (文章来源:南方都 ...
东方甄选将在京开首家旗舰店|首席资讯日报
首席商业评论· 2025-12-04 04:16
1.东方甄选将在京开首家旗舰店,直播机构扩张线下 东方甄选CEO、新东方集团董事长俞敏洪构想的东方甄选全国百家门店,将迈出第一步。12月3日,记者发 现,东方甄选正以1.5万—3万元薪资招聘北京首家旗舰店的店长,优先有"餐饮+零售"复合业态管理经验的 人才。据了解,这家旗舰店位于北京中关村,面积在400平方米左右,除了生鲜、零食、日百等便利店商 品,还涵盖简餐和咖啡饮品区。 点评:线上巨头布局线下,流量变现探索新版图。 7.微软下调AI软件销售指标,因企业客户对新产品反应冷淡 2.摩尔线程:12月5日在科创板上市 12月3日,摩尔线程公告,经上海证券交易所审核同意,摩尔线程智能科技(北京)股份有限公司发行的人 民币普通股股票将于2025年12月5日在上海证券交易所科创板上市。 3.抖音电商调整"超级福袋"规则,奖品信息禁用"随机发""奖品盲盒"等表述 12月3日,抖音电商安全与信任中心发布公告,宣布"超级福袋"规则升级。抖音电商表示,近期在日常巡查 中发现,少数商家和达人在使用"超级福袋"功能时,存在奖品信息不明确、奖品描述与实际不符、奖品随机 发放等违规行为。 4.麦当劳以3800万港元出售香港慈云山一家门 ...
东方甄选路向何方?董宇辉单飞孙东旭离职 市值蒸发超500亿港元
Xi Niu Cai Jing· 2025-12-04 03:04
Core Viewpoint - Recent management changes at Dongfang Zhenxuan, with founder Yu Minhong taking over as the legal representative and manager, reflect ongoing instability within the company [2] Group 1: Management Changes - Yu Minhong has replaced Sun Dongxu as the legal representative and manager of Dongfang Zhenxuan following Sun's resignation [2] - The company has experienced frequent personnel changes, including the departure of key figures such as CEO Sun Dongxu and popular host Jingwen [4][5] Group 2: Financial Performance - Dongfang Zhenxuan's total revenue for the fiscal year 2025 is reported at 4.39 billion yuan, a year-on-year decline of 32.7% [4] - Excluding revenue from the "Yuhui Tongxing" live streaming segment, the company's ongoing business revenue decreased by 30.9% from 6.1 billion yuan in fiscal year 2024 to 4.2 billion yuan in fiscal year 2025 [4] Group 3: Product Strategy - The company has launched a total of 732 self-operated products, increasing from 488 in the previous fiscal year, with self-operated products accounting for 43.8% of total GMV in fiscal year 2025 [4][5] - The reliance on self-operated products has led to a decrease in the diversity of offerings, impacting sales and revenue [5] Group 4: Market Position and Strategy - Dongfang Zhenxuan aims to establish a "self-operated products + membership system" model to reduce dependence on traffic and top hosts, but faces challenges such as insufficient SKU diversity and an immature membership system [5]
东方甄选向线下求增量,月薪3万招聘首店店长
Xin Lang Cai Jing· 2025-12-04 01:33
Core Insights - Oriental Selection, led by CEO Yu Minhong, is taking steps to open its first flagship store in Beijing, with a focus on hiring experienced managers in the "food and retail" sector [1][2] - The company aims to leverage its existing educational resources and customer flow from New Oriental's teaching points to establish a low-cost offline presence [5] - Recent financial reports indicate a significant revenue decline, attributed to increased competition in the live e-commerce sector and strategic business adjustments [6][7] Recruitment and Store Details - The flagship store will be located in a prime area of Beijing, covering approximately 400 square meters and offering a mix of convenience store products, fresh food, and a dining area [2] - The recruitment for the store manager position offers a salary range of 15,000 to 30,000 yuan, with specific experience requirements in retail and new retail management [1] Financial Performance - For the fiscal year ending May 31, 2025, Oriental Selection reported total revenue of 4.4 billion yuan, a year-on-year decrease of 32.7% [6] - The company achieved a net profit of 6.2 million yuan, a drastic drop of 97.5% compared to the previous year's profit of 249 million yuan, indicating ongoing challenges following strategic shifts [6][7] Strategic Developments - The recent appointment of Yu Minhong as the legal representative and manager of the company reflects a strategic shift, with an expansion into food service and delivery sectors [8] - The opening of the flagship store is seen as a critical move for Oriental Selection to enhance its offline presence and attract new customer traffic [7]
试图扭转被动局面 东方甄选向线下求增量
Bei Jing Shang Bao· 2025-12-04 01:28
Core Insights - Oriental Selection is planning to open its first flagship store in Beijing, with a recruitment drive for store managers offering salaries between 15,000 to 30,000 yuan, prioritizing candidates with experience in "restaurant + retail" management [1][3] - The flagship store will cover approximately 400 square meters and will offer a variety of products including fresh food, snacks, daily necessities, and a dining area for light meals and coffee [1] - The company aims to leverage offline retail as a new growth avenue, especially after facing challenges in its online business due to the departure of key personnel and declining sales [1][10] Recruitment and Management - The store manager position requires over five years of experience in the retail industry, with a preference for candidates who have managed teams of more than 15 people and have experience in convenience store chains like Convenience Bee, 7-Eleven, and Lawson [3] - The company has recently expanded its business scope to include restaurant management, delivery services, and catering, indicating a strategic shift towards integrating dining services into its retail model [3] Business Model and Strategy - The flagship store is expected to serve as a link between online and offline operations, integrating live streaming, delivery, and in-store experiences [5] - The company previously attempted a "one-hour delivery" service in collaboration with JD.com but faced challenges, leading to the discontinuation of that initiative [6] - Oriental Selection is also exploring the use of smart retail cabinets to increase product exposure and enhance customer engagement [6] Market Context and Competition - The offline retail market is becoming increasingly competitive, with other live-streaming companies like San Zhi Yang and Jiao Ge Peng You also expanding into physical stores [8][9] - The flagship store's location in Beijing's Zhongguancun area places it in direct competition with established brands like Fudi, Hema, and Sam's Club, which will challenge Oriental Selection's product selection and differentiation strategies [9] Financial Performance and Challenges - The company has experienced a significant decline in sales, with GMV dropping from 14.3 billion yuan to 8.7 billion yuan year-over-year, and a notable decrease in orders through its primary sales channels [10][11] - The departure of key figures has negatively impacted the company's brand and market presence, necessitating a strategic pivot to regain consumer trust and market share [10][11] Product Diversification - Oriental Selection is shifting its product mix to include higher-margin items such as smart home products and apparel, moving away from a heavy reliance on low-margin fresh food [11] - The company has launched over 700 self-operated products, expanding its offerings to include health and wellness items, pet food, and clothing [11] Customer Engagement and App Development - The company is focusing on enhancing its app, with the GMV from the app increasing from 8.4% to 15.7% of total sales, and the number of paid members growing significantly [11]
8点1氪:12306回应“取消靠窗选座”;张雪峰回应被点名“使用污言秽语”;马航MH370客机残骸搜寻将重启
36氪· 2025-12-04 00:36
Group 1 - 12306 has optimized its ticket selection interface to avoid misunderstandings regarding window seats, clarifying that A and F seats are still window-side but may not be directly in front of a window [2] - The search for the wreckage of Malaysia Airlines flight MH370 will resume on December 30, 2023, after being lost since March 8, 2014, with 239 people on board [4] - The Industrial and Commercial Bank of China has raised the minimum deposit for its 3-year large-denomination certificates of deposit to 1 million yuan, with an interest rate of 1.55% [7][8] Group 2 - Cambodia will implement a visa-free policy for Chinese citizens from June 15 to October 15, 2026, allowing a 14-day stay without a visa [9] - The French fashion brand Etam has announced the closure of its online stores in China, indicating a potential exit from the market [10] - The Chinese tablet market saw Huawei leading with a 31% market share in Q3 2025, while Apple's iPad market share dropped to 23% [10]
王健林首次赎回一座万达广场,此前已出售超80座;东方甄选将开首家旗舰店;张雪峰回应被禁言停播;知情人士否认王腾加入魅族丨邦早报
创业邦· 2025-12-04 00:18
Group 1 - Wang Jianlin's Wanda Group has made a rare "redemption" move by regaining control of a Wanda Plaza after selling over 80 plazas previously, indicating a strategic shift in management and ownership [3][5] - The management team of the company underwent a complete overhaul, with key positions being filled by new executives from Shanghai Wanda Ruichi Enterprise Management Co., Ltd., which is fully owned by Wanda [5] - Oriental Selection is expanding its offline presence by opening its first flagship store in Beijing, aiming to enhance its retail strategy after facing challenges in the past two years [5] Group 2 - Prada Group has completed the acquisition of Versace for €1.25 billion (approximately ¥102.78 billion), marking a significant consolidation in the luxury fashion sector [10] - TikTok plans to invest over 200 billion Brazilian Reais (approximately $377 million) to build a data center in Brazil, which will be its first project in Latin America [21] - JD.com has acquired approximately 59.8% of the shares in German retail giant CECONOMY, increasing its total stake to 85.2%, pending regulatory approval [23]