许冉表示，目前可以看到的数据是PLUS会员的外卖复购率是非会员的两倍。 第一财经记者了解，会上股东对外卖业务进展、国补以及公司股票的长期价值等问题进行了提问。 会上，对于股东提及的"外卖业务最新进展和运营目标，如何评估今年的投入以及未来的利润趋势"问题，许冉回应称，京东做外卖是公司即时零售战略一个 非常自然地延伸，京东零售把即时零售作为公司核心战略已有几年时间，食品外卖在即时零售中属于一个大的品类，对京东而言发展外卖业务是一个自然而 然的结果。 截至6月1日，京东外卖的日订单量已经突破2500万单，外卖业务的上线对京东APP的流量以及新用户的增长有非常明显的拉动作用。 她表示，刚刚过去的618，京东APP的DAU创历史新高，初步看到外卖用户和核心用户之间以及跨品类的购买有很强的协同效应。在提升用户黏性方面，许 冉表示外卖业务也带动了PLUS会员的增长，目前可以看到的数据是PLUS会员的外卖复购率是非会员的两倍。 业务数据上，许冉表示目前入驻的品质餐饮门店超过150万家，全职骑手规模已经突破12万人，预计在二季度末全职骑手将超过15万人。整体看，外卖业务 发展超出预期，京东希望将其作为一个长期可持续发展的业务， ...

Group 1 - The core viewpoint of the articles highlights the rapid growth of instant retail during the "618" shopping festival, which has activated the entire consumption ecosystem and allowed offline stores to participate in online promotions [1][2]. - Meituan's flash purchase reported over 100 million users participating in the "618" event, with more than 60 categories of products seeing transaction amounts increase by over 100% compared to the previous year [1]. - High-priced items have gained popularity, with significant increases in transaction amounts for various categories, including mobile phones doubling, small appliances nearly doubling, and major appliances increasing by over 110% [1]. Group 2 - Instant retail has provided new business growth for merchants, with Tmall's flash purchase achieving a daily GMV of over 3 million within four days of launching store pickup [2]. - JD's data shows that during "618," daily order volume for JD's delivery exceeded 25 million, with online orders for JD Seven Fresh increasing by over 150% year-on-year [2]. - The instant retail market in China reached 650 billion yuan in 2023, with projections to exceed 2 trillion yuan by 2030, indicating significant growth potential in the sector [2]. Group 3 - The relationship between traditional retail and instant retail is described as a positive cycle, with instant retail leveraging digital advantages to drive online growth for physical stores [3]. - Instant retail is expected to play a more active role in enhancing consumer convenience, promoting consumption, and empowering the industry [3].

Core Insights - The 2025 "618" shopping festival has seen significant growth in home appliance categories, supported by national subsidies, with domestic brands rising prominently [1][2] - E-commerce platforms have shifted focus from absolute GMV values to high-quality growth, emphasizing user experience and satisfaction through direct discounts and improved service [1][4] Group 1: E-commerce Performance - JD.com reported a 200% year-on-year increase in the number of new 3C digital products with transaction amounts exceeding 10 million yuan [1] - Tmall's 618 event saw 453 brands achieving over 100 million yuan in sales, a 24% increase from last year, with major brands like Apple and Xiaomi joining the "10 billion club" [2] - Pinduoduo experienced record sales across various categories, with significant growth in fresh produce and electronics, supported by its "billion subsidy" initiative [3] Group 2: Market Trends - The 2025 "618" festival is characterized by simplified promotional rules and a shift towards rational consumption, with platforms moving away from complex discount strategies [4] - Instant retail has expanded across all categories, with significant growth in high-priced items like electronics and home appliances, reflecting changing consumer preferences [3][4] - The competition among platforms has transitioned from price wars to ecosystem collaboration, focusing on product innovation and user engagement [4]

Core Insights - The 2025 618 shopping festival showcases three major trends: the rise of "instant retail," the impact of policies and live streaming on consumer segmentation, and the integration of AI across the e-commerce value chain [4][5] Group 1: Instant Retail - "Instant retail" is experiencing explosive growth across all categories, transforming consumption efficiency and establishing "everything delivered to home" as the new norm. Daily orders for JD's delivery service have surpassed 25 million, covering all counties nationwide. The growth is attributed to the maturity of offline stores and logistics supply chains, with front warehouses and drone delivery reducing costs by 15% [4] Group 2: Policy and Consumer Segmentation - Policies and live streaming are driving consumer segmentation, leading to the rise of domestic brands and the lower-tier market. The combination of old-for-new subsidies and platform incentives has stimulated both essential and quality consumption, with JD's home appliance sales increasing by 161%. Domestic brands account for over 60% of Tmall's "billion-dollar club," and the search volume for "new Chinese style" products has surged by 270%. JD's county-level orders have grown by 130%, with live streaming sales accounting for over 70% of GMV [4] Group 3: AI Integration - AI is deeply transforming the e-commerce supply chain, enabling sustainable operations rather than short-term GMV competition. For instance, Taobao merchants have generated 1.5 million video materials using AI tools, while JD's digital human live streaming costs only one-tenth of that of real people, with a 30% increase in conversion rates. Orders for JD's "delivery and installation" service have risen by 300%, and front warehouse costs have decreased by 20%. AI customer interactions have exceeded one million [4][5]

Core Viewpoint - Wuliangye is focusing on cultivating the younger market and exploring new instant retail operation models to enhance its market share in 2024 [1] Group 1: Market Strategy - The company is implementing a systematic marketing strategy that includes product categories, channel development, brand promotion, and market cultivation [1] - Wuliangye aims to enhance its market presence by adopting a youthful, fashionable, trendy, low-alcohol, and international approach [1] Group 2: Organizational Changes - A dedicated team for youth-oriented initiatives has been established to drive the company's focus on younger consumers [1]

Core Insights - The article highlights the explosive growth of instant retail during the "618" shopping festival, particularly for the brand 小天才, which saw a nearly 16-fold increase in sales on Meituan's flash purchase platform compared to the previous year [1][5] - Instant retail has transformed the shopping experience, allowing consumers to receive products within 30 minutes while enjoying the benefits of in-store services, thus becoming a competitive battleground for major players like Meituan, JD.com, and Alibaba [3][11] Instant Retail Growth - Instant retail has provided significant benefits to offline stores, allowing them to receive online orders without extensive effort, leading to a resurgence in foot traffic and sales [2][7] - The average delivery time for high-value items during "618" was reported at 28 minutes, with 70% of orders delivered within 30 minutes, showcasing the efficiency of instant retail [4][5] Competitive Landscape - Major players are aggressively competing in the instant retail space, with Meituan, JD.com, and Alibaba all enhancing their offerings and delivery capabilities to capture market share [6][12] - The instant retail market in China reached a scale of 650 billion yuan in 2023, with projections to grow to 2 trillion yuan by 2030, indicating substantial growth potential [11][12] Consumer Behavior - Consumers are increasingly favoring instant retail for high-ticket items, with significant growth in categories such as home appliances and electronics, reflecting a shift in purchasing habits [5][6] - The integration of online and offline shopping experiences is becoming more pronounced, with brands like 小天才 leveraging their physical stores to enhance service offerings and meet immediate consumer needs [7][8] Strategic Shifts - Companies are adjusting their store location strategies to focus on densely populated areas to maximize the reach of instant delivery services [8] - The competition in instant retail is expected to revolve around supply chain integration, delivery efficiency, and consumer engagement strategies [12]

出品｜搜狐科技 作者｜汉雨棣 编辑｜杨锦 从5月13日预售开启，到6月18日结束，长达37天的"史上最长大促"618落下了帷幕。有电商平台员工戏称"打了一个月，才到618"。 漫长的赛程收获的不是热闹，而是疲惫：中小商家被拖入被动的平台优惠中，平台派发的满减券、消费券、直播券、品类券，被层层叠加成压在商家头上 的"补贴陷阱"。 消费者也没觉得自己落到了实惠。骂了多年的"满减凑单"终于取消了，用户们却发现购物节仍然是"奥数题"。周期过长导致 一边付定金、一边做表格比 价，最后发现现货9折反而更便宜，前面做的所有功课全白费。 而最具标志性的，是大主播与"全网最低价"的集体退场。李佳琦的出现被切割到预售日和开卖日。淘宝把流量给了品牌自播，京东强调现货+分钟达，即时 零售赛道的商战，瓜分了人们对传统电商的关注。"超级主播"已不再是唯一解，技术与履约成为新的战场。 这届618，不像是节日，更像是一场行业的"压力测试"。所有参与者都在试图回答一个问题：购物节，还有必要存在吗？ 商家：优惠全由自己承担 "8折券好不容易退完了，又来一个9折券，商家自己的券还不能调整，客户算是来退差价的。" 今年，各大平台出资抽成发券，如淘宝 ...

近期白酒市场正在经历深刻变革，价格倒挂、库存压力、渠道变革，每个问题都让经销商寝食难安。 6月18日，搜狐酒业播主毕然连线中国酒业知名营销专家杨承平，开启搜狐酒馆第25期节目，白酒新行情，如何破局，深度探讨新政策下白酒未来的趋势， 直播热度27万+。 本次对话中，杨承平阐述了2025年的白酒市场，挑战与机遇并存。正如行业所言："没有倒闭的行业，只有倒闭的企业。"经销商需以"渠道创新为矛，品类 拓展为盾"，在即时零售浪潮中重构人货场逻辑，在区域市场深耕中挖掘结构性机会，方能在变革中找到新的价值坐标。 以下是直播全文，供行业人士参考。 核心痛点：动销不畅背后的渠道与消费变迁 毕然： 杨老师，当前白酒行业普遍面临渠道库存高、价格倒挂、动销不畅的问题，您认为经销商的核心痛点是什么？ 杨承平： 本质上是 "产品动销不畅"，但这一现象背后有多重因素。从渠道看，碎片化趋势导致消费者"消失"——80 后、90 后成为消费主力，他们的购买行 为集中在手机端，而传统经销商仍依赖线下烟酒店。比如即时零售兴起后，美团、抖音等平台通过"30 分钟达"抢占餐桌场景，若经销商不接入，就会失去 高频消费入口。从消费端看，并非整体消费降级，而 ...

Core Insights - The sales of mobile communication membership stores under Huitongda Network have doubled in multiple lower-tier markets since the second quarter, driven by favorable pricing and market conditions [1][4][6] Group 1: Sales Performance - Huitongda's collaboration with leading brands on instant retail projects has significantly increased sales for member stores, with some locations reporting over 100% sales growth quarter-on-quarter after joining the Apple township authorization project [4][6] - The integration of instant retail and AI tools has enhanced operational efficiency and sales conversion rates for member stores [1][4] Group 2: Operational Enhancements - The "千橙AI超级店长" (Qiancheng AI Super Store Manager) has been upgraded to help member stores manage products and customer groups more effectively, leading to improved foot traffic and transaction rates [4][6] - Member store owners are being trained to utilize AI for procurement and marketing activities, which has contributed to increased profitability [4][6] Group 3: Strategic Initiatives - Huitongda's dual strategy of supply chain enhancement and AI integration is effectively implemented, showcasing the company's commitment to transforming the retail landscape in lower-tier markets [6] - The "品牌直通车" (Brand Direct Access) initiative aims to connect top brands directly with lower-tier market member stores, enhancing the online and offline retail integration [6]

当消费者的购物车不再为复杂的满减规则绞尽脑汁，当奶茶、生鲜与 3C 产品一同加入 618 战局，当电 商平台从单打独斗走向跨界携手，今年年的 618 购物节，正以颠覆传统的姿态，重新定义电商狂欢的内 涵。 在消费市场增速放缓、行业竞争白热化的背景下，这场持续 39 天的购物盛宴即将在今天结束（绝大多 数平台截止日期为6月20日23:59），而今年的618则通过四大核心转变，展现出电商行业破局求变的决 心与智慧。 外卖与即时零售入局：重塑消费时效新体验 不同于以往以传统电商平台为主角的 618，今年外卖与即时零售行业首次大规模参战，成为最大亮点之 一。 美团闪购在 5 月 28 日开启大促，首日成交额相比去年同期增长两倍，酒类产品更是飙升超 18 倍，展现 出强大的爆发力。究其原因，消费者在 618 期间对酒水需求激增，而美团闪购凭借与众多知名酒企的合 作，以及快速配送能力，精准抓住了市场机会。 例如，某知名白酒品牌在美团闪购 618 首日的销售额，就达到了平时一周的销量。 京东外卖也不甘示弱，不仅百亿补贴加码，最高立减 61.8 元，还将每月 18 日定为 "京东超级外卖日"， 以 1.68 元大牌咖啡奶茶等 ...