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1分钱一杯比水还便宜?去年爆火的冰杯,今年杀回来了
3 6 Ke· 2025-06-20 09:12
2024年夏天全网爆火的冰杯,价格也被打下来了? Foodaily发现,一些线上平台将普通冰杯首件价格压低至1元甚至0.01元,与此同时,各大茶饮品牌如古茗、书亦烧仙草也纷纷上线"1元冰水/冰杯"活动来 吸引客流。 图片来源:美团外卖 去年,Foodaily曾跟进报道并深度剖析了冰杯在日韩市场爆红的底层逻辑,引发行业关注与热议。 在文章评论区,读者们就冰杯的价格、使用场景等方面展开了激烈的讨论,"没有完整的产品生态"、"缺乏细化的使用场景"、"定价偏高"等犀利的观点道 出了冰杯在当时所面临的一些短板。 古茗在线下门店推出1元冰水,同样引发消费者和行业的广泛关注。 就在前几天,书亦烧仙草在湖南门店推出"1元冰杯",消费者任意消费+1元就能换购,+1.5元还能换购柠檬冰杯,且支持线上点购。 图片来源:Foodaily 一年过去,Foodaily发现,此前质疑的声音并没有让冰杯停滞不前,这股冰杯热潮势头不减反增。 据《2025中国都市消费行为白皮书》显示,冰杯销量连续两年增速超300%,一线城市人均年消费冰杯达48杯,冰杯的市场渗透率正在不断攀升[1]。 进入2025,冰杯市场围绕产品生态、场景应用、价格等方面有了 ...
美国家居“双雄”争霸, 中国出海如何“借力”?
Hu Xiu· 2025-06-13 09:12
与中国相对分散的家居建材市场不同,美国的家居建材市场盘踞着两大巨头:Home Depot(家得宝)和Lowe's(劳氏)。 据IBIS World 2024年的报告,从营收规模来看,这两家分别成立于1978年和1946年的仓储式家居建材零售商,分别占据了美国市场48.3%和28.4%的市场 份额,二者合计市占有率高达76.7%。而据Numerator报告,截至2024年9月,Home Depot在家装类别的消费者支出占比达到28%,Lowe's占比达19%,亚 马逊位居第三。 2024年,Lowe's的营收规模为836.74亿美元,Home Depot的营收规模为1595亿美元。截至2024年底,Home Depot在美国、加拿大和墨西哥共运营2347家门 店,截至2025年1月,Lowe's在美国运营1748家门店。 美国的土壤为何能孕育出Home Depot和Lowe's这样的家居建材零售巨头?在市场占据上,二者各有何杀手锏?二者之间又有何区别? 一、巨头的诞生,从复制沃尔玛低价开始 1946年,Lowe's品牌诞生,1978年,Home Depot成立。Lowe's比Home Depot早成立了32年, ...
Lowe’s (LOW) FY Conference Transcript
2025-06-11 18:30
Lowe’s (LOW) FY Conference June 11, 2025 01:30 PM ET Speaker0 Well, good afternoon. Thank you all for joining us. My name is Brian Nagel. I'm a senior equity research analyst here at Oppenheimer covering consumer growth and ecommerce. So this is day three of our twenty fifth annual Oppenheimer consumer growth and ecommerce conference. So, again, thank you all for joining us. I am very pleased to have with us our next presenting company, Lowe's, and three of the company's executives. That's CEO, Marvin Ellis ...
不再迷信全屋定制,当代年轻人爱上手搓家具
3 6 Ke· 2025-06-09 03:16
01 成年人爱上乐高式的DIY 不是全屋定制买不起,而是标准件DIY更有性价比。 最近,一股以"铝型材"、"海洋板"、"直线光轴"、"亚克力"等工业标准件为制作材料的DIY热潮,正在风靡各大内容社区,从小红书到抖音再到B站,爱 好者们以不同的方式展示自己或得意或翻车的作品、分享制作心得,在算法推荐机制下吸引着一批又一批成年人入坑,走上一条标准件DIY的"不归路"。 从简单的多层置物架到可移动收纳车,再到大型衣柜、餐边柜,通过巧思组合,实现万物皆可铝型材,堪当年轻人新一代社交货币。 相较于家具组装界老大哥宜家安稳且成熟产品矩阵,标准件DIY家具看似简洁的外观背后,贯彻着创作者对于作品概念与用途的精准把控,从框架尺寸、 隔板的间距到材料的选择,无一不在事前考量中,具体的数字并不重要,重要的是借助定制标准件,创作者得以对即将诞生的作品拥有绝对的掌控权,而 这种成就感在成年人的世界里日渐稀缺。 有博主在经历繁琐的筹备、与商家沟通连接件与铝型材的攻丝细节、漫长的打螺丝体验以后,最终艰难收获了独一无二的铝型材海洋板餐边柜,随即得出 的结论是,下次还来。 一般铝型材DIY最常见的大型置物架,按照设计精细程度的不同,例如是否 ...
A New Generation of Renovators Is On the Rise: New CRAFTSMAN® Survey Finds, Despite Uncertainty, Younger DIYers Feel Confident, Motivated to Accomplish Home Improvement Projects This Year
Prnewswire· 2025-06-05 12:12
More than three-quarters of today's younger DIYers surveyed feel confident they'll complete their planned projects in 2025 Top projects they want to complete include bathtub or shower replacements, interior painting and built-in storage and organization More than half of DIYers surveyed say a sense of accomplishment and pride pushes them to finish their projects TOWSON, Md., June 5, 2025 /PRNewswire/ -- Despite a backdrop of uncertainty, younger homeowners don't plan to hit pause on their planned home impr ...
彩妆&香水行业用户趋势速递:夏妆焕彩,香引潮风
Xiao Hong Shu· 2025-06-03 08:40
Investment Rating - The report provides a positive investment rating for the beauty and personal care industry, highlighting significant growth potential in various segments [1]. Core Insights - The beauty and personal care industry is experiencing a surge in user engagement, particularly in makeup and fragrance categories, driven by trends such as emotional healing and cultural collaborations [3][8]. - The report emphasizes the importance of understanding consumer trends, such as the rise of mini makeup products and the integration of fragrance into personal care routines, which are reshaping market dynamics [10][90]. User Trends - Trend 01: The rise of "mini makeup" products, with searches for mini makeup increasing by 145% year-on-year, indicating a shift towards portable beauty solutions [15][17]. - Trend 02: The "island makeup" trend reflects a desire for quick, effective beauty solutions that cater to the vacation mindset, with related searches up by 350% [38][44]. - Trend 03: The "no foundation makeup" trend is gaining traction, with a 262% increase in searches, as consumers seek lightweight, breathable products for warmer months [76][78]. Fragrance Trends - Trend 01: The focus on "energy fragrances" is growing, with a 165% increase in related searches, as consumers seek scents that resonate with their emotional states [92][94]. - Trend 02: The "memory fragrance" trend utilizes scents to evoke memories, with significant engagement on platforms like Xiaohongshu, indicating a strong consumer interest in personalized fragrance experiences [100][102]. - Trend 03: The trend of "DIY fragrances" is emerging, with a 52% increase in searches for DIY scent combinations, reflecting a growing consumer interest in personalized fragrance solutions [180][182]. Category Trends - The report identifies a significant expansion in the women's hygiene products sector, with trends such as "therapeutic sleepwear" and "private care" gaining traction due to increased consumer awareness and demand [188][194]. - The "absorbent pads" trend highlights a growing need for incontinence products, with a staggering 813% increase in related searches, indicating a previously underserved market [217][223]. - The "facial cleansing wipes" trend is also on the rise, with a focus on convenience and user experience, particularly for travel and outdoor activities, as evidenced by a 134% increase in related discussions [238][250].
1升不到10元?“超大杯”咖啡在叮咚、盒马热卖,被打工人喝成了“续命水”
3 6 Ke· 2025-06-02 01:46
你会像买矿泉水、无糖茶那样,把咖啡装进冰箱、随喝随倒吗? 当咖啡也走上了"大瓶路线",一些消费者已经在这样做了。这个初夏,价格10元左右的1升装咖啡,在多个渠道"上桌"。 日本博主测评大容量咖啡 图片来自:Koyo Coffee 5月23日数据显示,900毫升的UCC职人系列无糖咖啡,根据近7天的销量和回购表现,登顶奥乐齐茶饮咖啡人气榜。另外,这款产品也以近30天的回购人 次,拿下盒马咖啡饮料回购榜第一。 与此同时,1升的叮咚V5美式黑咖啡,基于近30天的购买人数,位列叮咚买菜咖啡人气榜第一;多款900毫升及以上的大瓶咖啡,凭借近30日销售额,跻 身抖音商城即饮咖啡爆款榜TOP10。 截图时间为5月23日,从左到右依次来自:奥乐齐、盒马、叮咚买菜、抖音商城 除了这些热销的"老面孔",大瓶咖啡赛道还吸引了"新玩家"。今年3月,以挂耳咖啡"出道"的隅田川咖啡,宣布正式进军咖啡饮料市场,推出了两款1升装 的大瓶咖啡。[1] 图片来自:隅田川咖啡 大瓶咖啡正逐渐走红国内市场,而海外早已呈现出一片热闹景象。 在日本的即饮市场,大瓶咖啡已是一个成熟的细分品类。1988年,味之素AGF推出了日本首款900毫升瓶装咖啡[2] ...
Potentially Earn 12%-15% Income: Monthly Options Series (June 2025)
Seeking Alpha· 2025-05-31 12:30
Group 1 - The primary goal of the "High Income DIY Portfolios" Marketplace service is to provide high income with low risk and capital preservation for DIY investors [1] - The service offers seven portfolios designed for income investors, including retirees or near-retirees, featuring three buy-and-hold portfolios, three rotational portfolios, and a conservative NPP strategy portfolio [1] - The portfolios include two high-income portfolios, two dividend growth investment (DGI) portfolios, and a conservative NPP strategy portfolio aimed at low drawdowns and high growth [1] Group 2 - The article is part of a monthly series that presents two lists of stocks suitable for writing options to generate relatively safe income [2] - The author has disclosed a beneficial long position in a wide range of stocks, indicating a vested interest in the performance of these companies [2]
手搓蜜桃臀、美黑镶牙钻,欧美白女快把花3000块抢的Labubu整成卡戴珊了
36氪· 2025-05-25 13:18
以下文章来源于Vista氢商业 ,作者大碗 Vista氢商业 . 关心都市白领的消费生活 提供易懂有趣的品牌报道 Labubu变成"硬通货"。 文 | 大碗 编辑 | 橘总 来源| vista氢商业(id:qingshangye666) 封面来源 | 视觉中国 在欧美,Labubu都快被抢成"硬通货"。 二级市场StockX上的隐藏款炒价飙升至399美元,POP MART App也登顶美区App Store购物榜。 "0元购"盯上Labubu,背去学校怕被同学偷,挂在车里怕被砸窗抢。 光有顶配还不够,只有花活整上天,才能彰显"真爱玩家"的排面。 图源:小红书@Anuheamelon 如今,连爱马仕都配不上这幅尊贵身价,于是老外纷纷开始琢磨: 怎么样,才能让我的Labubu美过卡戴珊? 图源:小红书@艾小米 人们常常按照自己的模样来捏造上帝。同理,白女也乐于自己照着镜子来打扮Labubu。 当国内玩家正在慈母手中线助力自家娃登基封后,欧美玩家则热衷于给Labubu镶牙钻和手工捏出蜜桃臀。 图源:小红书@舀尧、Instagram@danisquishie 我们总结了Labubu的七种欧美流行玩法。 三体人来了,也 ...
Our Top 10 High-Growth Dividend Stocks -- May 2025
Seeking Alpha· 2025-05-17 12:30
Group 1 - The primary goal of the "High Income DIY Portfolios" Marketplace service is to achieve high income with low risk and capital preservation [1] - The service provides DIY investors with essential information and portfolio/asset allocation strategies aimed at creating stable, long-term passive income with sustainable yields [1] - The portfolios are specifically designed for income investors, including retirees or near-retirees, and include seven different portfolios: 3 buy-and-hold, 3 rotational portfolios, and a 3-bucket NPP model portfolio [1] Group 2 - The offerings include two high-income portfolios, two dividend growth investing (DGI) portfolios, and a conservative NPP strategy portfolio characterized by low drawdowns and high growth potential [1]