Core Insights - The company is transitioning from an online-focused strategy to a physical retail model, driven by the saturation of online growth and internal challenges [2][9] - The company's gross merchandise value (GMV) from all sales channels dropped from 14.3 billion to 8.7 billion yuan in the 2025 fiscal year, with a significant decline in orders from Douyin [2][9] - The new flagship store in Beijing will feature a hybrid model combining retail and dining, aiming to enhance customer experience and brand recognition [3][10] Sales Performance - The company's GMV decreased from 143 billion yuan to 87 billion yuan year-on-year [2][9] - Orders from Douyin fell from 180 million to 91.6 million [2][9] - The company has launched 732 self-operated products, a 50% increase year-on-year, with self-operated products now accounting for 43.8% of GMV [2][9] Strategic Shift - The shift to physical stores is seen as a response to intense competition in online streaming and a need for new growth avenues [2][9] - The flagship store will not only sell groceries and daily necessities but also include a dining area, reflecting a new retail model [3][10] - The company aims to leverage its existing educational centers to create a membership system that converts foot traffic into loyal customers [11] Membership and Customer Engagement - As of the end of the 2025 fiscal year, the company had 264,300 paid members, a 33% increase [11] - The membership fee is set at 199 yuan, with a refund policy that aligns with consumer behavior in China [11] - The company has organized member events to enhance customer loyalty, including dinner gatherings [11] Competitive Landscape - The company faces significant competition from established players like Fudi, Hema, and Sam's Club in the physical retail space [12] - The shift to offline retail requires a different skill set, as consumer behavior in physical stores is more rational compared to impulsive online purchases [12] - Other live-streaming companies are also entering the offline market, indicating a broader industry trend [13] Industry Context - The company's move to physical retail aligns with a larger trend of integrating digital and physical commerce [14] - Instant retail GMV is growing at 19.5%, outpacing the overall online retail growth rate [14] - The rise of store broadcasting on platforms like Douyin is reshaping the retail landscape, with a significant increase in brand participation [14]

中经记者 党鹏 北京报道 2025年消费市场经历着深刻变革，从"商品消费"转向"情绪消费"，从"大众趋同"向"个性需求"，有很多 新需求、新场景、新赛道在不断地涌现。 12月10日，在《中国经营报》主办的"趋势之上 信仰之下"2025中国消费趋势论坛上，多位与会嘉宾进 行了广泛、深刻和多维度的探讨与碰撞。 1919集团作为酒饮零售赛道的先行者，早在10年前便布局即时零售。1919集团董事长助理李宇欣在论坛 上表示，当前酒饮行业已迎来五大核心变革，而即时零售是消费互联网时代的最后一波红利，1919正联 合淘宝闪购推进10万家酒饮前置仓布局，抢占万物即时零售的窗口期。 第四是品类格局的多元破局。曾在1919渠道中占比70%的白酒，销量正逐年下滑，行业从"白酒独大"转 向"多元并存"。尽管尚未明确哪些细分品类能跑出头部企业，但10亿级规模的酒饮新品牌已开始涌现。 第五是购买方式的即时化转型。历经二十年发展的传统零售或将面临终局，"这可能是未来互联网消费 的最后一波狂欢，即时零售在这一波结束之后，整个互联网的消费替代可能就结束了，"李宇欣表示， 即时零售成为线上线下、本地生活与电商的 "和解方案"，也将成为未来核心的 ...

Core Viewpoint - Jingling Group, once a unicorn in the e-commerce sector, is currently facing public scrutiny due to allegations, reflecting broader challenges in the social e-commerce industry [1][3] Company Overview - Jingling Group, headquartered in Hangzhou, operates as a technology-driven private domain social e-commerce platform, aiming to simplify entrepreneurship through an S2B2C model [1] - As of 2024, Jingling has served over 6 million private domain entrepreneurs, achieving an annual transaction volume (GMV) exceeding 50 billion yuan, with over 85% of entrepreneurs being women from lower-tier cities [3] Industry Challenges - The social e-commerce sector is experiencing a decline, with few giants remaining, as exemplified by the struggles of competitors like Yunji and Xingsheng Youxuan [3][12] - The rise of social e-commerce was initially fueled by platforms like Pinduoduo, which leveraged WeChat for user acquisition and innovative marketing strategies [4][7] - However, the sector is now plagued by issues such as regulatory scrutiny, allegations of pyramid schemes, and rampant counterfeit goods, leading to a loss of consumer trust [8][11] Market Dynamics - The social e-commerce model relies heavily on interpersonal relationships to reduce customer acquisition costs and enhance retail efficiency, but this has led to compliance issues and operational challenges [8][9] - Major players in the sector have faced significant penalties for operating in a legally gray area, impacting their growth and market presence [9][11] Transition and Future Outlook - Despite the decline of traditional social e-commerce models, the integration of social elements into e-commerce remains relevant, with platforms exploring new growth avenues [16] - Companies like Yunji and Xingsheng Youxuan are attempting to pivot their strategies, focusing on organic products and live-streaming sales, although they face regulatory challenges [16][17]

Core Insights - The e-commerce logistics index for November 2025 in China is reported at 113.1 points, remaining stable compared to the previous month [1] - The total business volume index for e-commerce logistics decreased to 132.4 points, down by 0.5 points from the previous month, with all four major regions experiencing a decline [1][2] - The rural e-commerce logistics business volume index saw a significant drop of 2.6 points, reaching 130.4 points, with most regions reporting a decrease [1][2] Supply and Demand Dynamics - The inventory turnover rate index increased by 0.3 points, while the cost index decreased by 0.1 points, marking six consecutive months of decline in costs [2] - The demand side shows that the promotional effects of the "Double Eleven" sales event were less pronounced this year, leading to a cooling of traditional sales [2] - Instant retail services, represented by platforms like Meituan and JD, have emerged as new growth points in e-commerce consumption [2] Service Quality and Efficiency - E-commerce logistics companies have maintained robust service capabilities and efficiency despite a slowdown in demand, with improvements in logistics timeliness, fulfillment rates, satisfaction, and load rates reaching new highs for the year [2] - The overall service quality is steadily improving, supported by increased capacity reserves and a smooth delivery network [1]

Core Insights - The collaboration between Yuanqi Forest and Foxconn Technology Group aims to enhance employee quality of life through customized smart retail solutions [1][3][4] Group 1: Project Launch and Objectives - The "Smart Retail Vending Machine Project" was successfully launched at Foxconn's Shenzhen Longhua Park, with Yuanqi Forest providing tailored smart retail services [1] - The partnership focuses on optimizing the service ecosystem within the park, enhancing employee satisfaction and convenience [3][4] Group 2: Market Context and Deployment - China's instant retail market is rapidly developing, with Yuanqi Forest's smart cabinet business achieving deployment in over 20,000 terminals across 15 cities [3] - The smart cabinets are strategically placed in high-traffic areas such as enterprises, campuses, hospitals, and subways [3] Group 3: Service Features and Technology - The smart cabinets utilize advanced AI recognition technology to facilitate a seamless shopping experience with "grab-and-go, contactless payment" [3] - Yuanqi Forest has optimized product offerings to include a variety of popular beverages and new products, addressing diverse consumer needs [3][4] Group 4: Quality Standards and Employee Engagement - Foxconn has set high standards for product selection and service personalization, reflecting its commitment to employee care [4] - A two-day "Happy Shopping Carnival" was held to celebrate the launch, featuring interactive experiences and promotional offers to engage employees [4] Group 5: Vision and Philosophy - Foxconn integrates its vision of "Love, Confidence, Determination" into daily employee experiences, while Yuanqi Forest emphasizes its philosophy of "Using good products to love the world" [6] - The collaboration aims to bring innovative solutions to everyday life through smart retail integration [6]

主题演讲 "老名酒"与"新消费"双向奔赴 陕西西凤酒厂集团有限公司党委副书记 2025年是"十四五"的收官之年，也是谋篇布局之年。"科技自立自强"与"社会民生改善"是"十五五"的主要目标之一。加快建设强大国内市场，增强内需拉 动经济的能力是"十五五"的重要战略任务。 回顾2025年的消费市场，中式消费思维和产品不断向全世界延伸，国内的消费思维和惯性也在不断地向务实和理性看齐。消费者对于品牌的信任感在不断 攀升，各类商品的品牌形象建设也达到全新的高度。 "趋势之上"要求企业不只是追逐潮流，而是要洞察并引领根本性的变化；"信仰之下"则指向最高阶的品牌目标——如何打造一个让消费者不仅喜欢，更产 生信任乃至信仰的品牌。在AI技术开始影响和渗透各行各业的大环境下，如何运营新的技术重塑和赋能品牌成为当下各个产品所面临和思考的问题。 "2025中国消费趋势论坛"围绕"新消费、新趋势、新市场"，解码消费市场的商业逻辑，挖掘潜藏的商业机遇。 郭拴新表示，"老名酒"与"新消费"的双向奔赴终在共生，唯有实现传统与现代的"生"，才能成就行业发展的"态"。西凤酒的实践印证了一个核心逻辑，那 就是"新消费"不是对传统的颠覆，而是让传统以 ...

再如年轻人消费群体集中的潮玩行业，以00后为主力群体的潮玩盲盒、动漫周边、娃圈等，天猫双11期 间增长均超两位数，超过30万个玩具潮玩新品在双11期间发售，盲盒、Lolita、游戏周边等新品大放异 彩，引领行业新品增长，叠纸心意、泡泡玛特、米哈游等二次元特征显著的品牌，位列双11潮玩品牌榜 前列。 除了个性、多样的商品生态，淘宝的年轻化运营同样成为吸引00后用户的关键。从去年开始，淘宝持续 通过猜题免单、春节许愿等贴合年轻人兴趣的互动活动吸引年轻用户，95后、00后是这些活动的主力参 与人群。今年5月，淘宝闪购上线。即时零售的受众以年轻群体为主，尼尔森IQ《2024年度网络购物趋 势研究报告》显示，即时零售用户中，35岁以下的年轻人占比达到了72%。淘宝闪购的高速增长，也为 淘宝带来大量年轻新用户。 本报讯(记者梁傲男)近日，QuestMobile发布《2025"00后"用户消费洞察报告》的显示，2025年10月，淘 宝00后月活用户规模达1.55亿，同比增长11.6%，远超其他电商app。 同时，00后线上消费意愿稳定，中高意愿与中高能力人群持续增长。以10月的数据为例，中高消费意愿 的00后占比接近95% ...

前言：商超行业变革的背景与挑战 作为一名供应商和行业研究者，我和商超打了快30年的交道，受益于中国商超行业的黄金发展期，我曾 服务的诸多品牌均顺势崛起，业绩亮眼。然而随着消费者购买行为的迭代升级，商业生态开始剧烈重构 —— 仿佛一夜之间，我们曾引以为傲、支撑企业稳健前行的大商超（KA），整体陷入发展瓶颈。作为 上游供应商的我们亦突陷迷茫困顿，整体性的困惑、集体性的应对无措，成了贴在商超与众多供应商群 体的共同标签。 应《零售圈》宋九亮先生邀约，结合笔者近30年的商超交道、管中窥豹的行业观察，以及多年的"价值 链共赢营销生态系统"研究，我想对传统KA的变革与生态价值重构谈一下自己的思考，以期为行业发展 提供些许参考。 毋容置疑，中国商超行业正经历深刻的结构性变革。在宏观经济环境变化与消费者行为模式转变的双重 驱动下，传统商超渠道正经历一场以"回归本质"为核心的自我革新。 传统商超的生存现状呈现出一种复杂而又充满挑战的图景。一方面，全国范围的关店潮持续上演，各大 超市品牌纷纷精简门店数量以优化布局。2024年有统计显示，62家超市品牌关闭了3037家门店，传统大 卖场的日子愈发艰难。 另一方面，一些曾经的巨头却在 ...

Core Insights - The transformation of offline mobile phone stores from sales points to service-oriented centers is evident, as consumers increasingly prefer to experience products in-store before purchasing online [1][67] - The focus on customer service and experience has become a competitive battleground for brands, with Apple, OPPO, vivo, and others enhancing their service offerings to attract consumers [67][70] Group 1: Apple Store Experience - Apple Store in Guangzhou emphasizes a "freedom" experience, allowing customers to explore products independently while staff are available for assistance when needed [2][6] - The store offers a dedicated service area for product knowledge sharing and support, although some services, like charging, require prior arrangements [10][14] - Overall, Apple Store provides a structured service experience, but it may lack a personal touch compared to other brands [14] Group 2: OPPO Store Insights - OPPO's flagship store in Guangzhou showcases a modern design and offers professional product recommendations without pressuring customers to make immediate decisions [15][19] - The store has separated sales and after-sales services, requiring customers to visit nearby service centers for repairs, which may affect convenience [23] - OPPO's staff are attentive to customer needs, providing detailed information on promotions and assisting with data transfer services [19][23] Group 3: Honor Store Features - Honor's store in Tianhe City combines sales and service, with staff providing enthusiastic product demonstrations and recommendations tailored to customer needs [27][31] - The store features a spacious waiting area for customers during data transfers, although the ambiance could be improved [27][31] - Honor offers a range of after-sales services, including a unique policy of 180 days for exchanges instead of repairs [31] Group 4: Vivo Store Experience - Vivo's store, despite its smaller size, provides a comprehensive service experience, including assistance with data transfer and customer inquiries [32][36] - Staff are proactive in offering help, especially to older customers, and the store provides amenities like free charging and water [36][40] - The store's layout includes a comfortable area for customers to relax while waiting for services [40] Group 5: Huawei Store Overview - Huawei's flagship store features a large space with a mix of technology products, including cars, creating a unique shopping experience [41][46] - Staff demonstrate high professionalism in explaining product features and services, although some services, like screen protectors, are considered expensive [46][54] - The store's service area is well-equipped for customer needs, including fast charging options [46][54] Group 6: Xiaomi Store Highlights - Xiaomi's new flagship store emphasizes a comprehensive experience, integrating various product categories and services [55][63] - Staff are trained to understand customer needs before making recommendations, enhancing the overall service quality [55][59] - The store also features unique offerings, such as the ability to experience Xiaomi cars and participate in live product launches [59][63] Group 7: Industry Trends - The shift in offline stores from sales to service reflects broader industry trends, with brands focusing on enhancing customer experience to remain competitive [67][70] - Instant retail models are emerging, allowing customers to order online while utilizing offline stores for fulfillment, thus bridging the gap between online and offline shopping [70][72] - The future of offline stores will depend on brands' commitment to service quality and customer experience, which are critical for long-term success [74]

Core Insights - The article emphasizes the shift in consumer preferences towards value-for-money products, moving away from superficial appearance to intrinsic quality [1][11] Group 1: Agricultural Production and Quality - In November, the 114,000 acres of ice sugar oranges in Yunnan's Ailao Mountain region experienced a bountiful harvest, benefiting from the area's diverse climate and geographical features [2] - The "ugly fruit" known as "flower spotted fruit" is gaining popularity for its high sugar content and resilience, although it lacks brand recognition outside the local market [2][3] - The management model of Chushi Agriculture ties product quality directly to farmer income, with a price difference of up to four times between the highest and lowest quality grades [5] Group 2: Supply Chain Innovations - The collaboration between Chushi Agriculture and Xiaoxiang Supermarket has led to the development of a new supply chain model that emphasizes quality control at the source, significantly reducing product loss during transportation [9][10] - Xiaoxiang Supermarket's "lock sweet person" initiative involves deploying quality control personnel to the production area, ensuring that the quality of flower spotted fruit is maintained throughout the supply chain [8][10] - The supply chain model has proven successful, with flower spotted fruit now reaching consumers in major cities within 48 hours, and the loss rate significantly reduced to one-tenth of the previous year [10] Group 3: Market Trends and Consumer Behavior - Consumers are increasingly prioritizing real value over excessive packaging, aligning with the trend of valuing quality over appearance [11][12] - The successful introduction of the "lock sweet person + top fruit" model meets consumer demand for quality, indicating a shift in market dynamics towards non-standard agricultural products [11][12] - Xiaoxiang Supermarket's approach of integrating online and offline sales channels reflects the innovations in retail, catering to immediate consumer needs in the evolving retail landscape [12]