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老铺黄金,向爱马仕「宣战」
36氪· 2025-04-07 00:12
以下文章来源于每日人物 ,作者每人作者 每日人物 . 轻商业,懂生活。 老铺黄金、泡泡玛特、蜜雪冰城和毛戈平,组成了二级市场投资人心里的"消费品F4"。电话会上,老铺黄金创始人徐高明放出了狠话:单店年销售额10个亿才是目标,未 来,低于5亿的门店都会关掉。 换句话说,老铺黄金正式向爱马仕发起冲击。 文 | 徐晴 宋春光 编辑 | 辛野 来源| 每日人物(ID:meirirenwu) 封面来源 | 老铺黄金官网 单店销售额超3亿,直追爱马仕 4月1日上午10点30分,老铺黄金2024年年度业绩说明会开始了。积极的信号随着创始人徐高明的湖南口音向外传递,几乎每个投资者、分析师都会在向他 提问前加上一句,"先祝贺一下老铺黄金的业绩"。 参加了这场电话会的投资人阳霁越听越兴奋,听到"老铺黄金对标国际奢侈品牌""店效(单店年销售额)要超过10亿"时,他以为自己听错了,问了左右的 人,是10亿还是4亿啊?毕竟老板有口音。确认了是10亿,他心下一惊。 能做到这个数字的品牌少之又少,对比爱马仕6亿左右的店效看,老铺黄金相当于 直接"宣战"爱马仕等顶级奢侈品牌。 电话会的 前一天,昂扬的财报早已释出。2024年财报显示,老铺黄 ...
老铺黄金,越涨价,越疯抢
36氪· 2025-02-28 00:07
Core Viewpoint - The article discusses the rising popularity and pricing of Laopu Gold, highlighting its unique market position and consumer behavior amidst a general decline in gold jewelry consumption in China [11][22]. Pricing and Consumer Behavior - Laopu Gold has recently increased prices by approximately 5% to 10%, with specific products seeing significant price hikes, such as a 25.2g item rising from 27,420 yuan to 29,960 yuan [5][6]. - The price increase has led to a surge in consumer demand, with long queues forming at stores as customers rush to purchase before further price hikes [7][8]. - Despite the high prices, Laopu Gold's products are still in high demand, with some customers spending substantial amounts, such as 19 million yuan in a single visit [8][14]. Market Position and Financial Performance - Laopu Gold's business model has positioned it as a luxury brand, with a significant portion of its sales (65%) coming from products priced between 10,000 to 50,000 yuan, aligning it with other luxury brands [15][16]. - The company has demonstrated strong financial growth, with a projected net profit of 1.4 to 1.5 billion yuan for 2024, reflecting a year-on-year increase of 236% to 260% [23][24]. - Laopu Gold's market capitalization has surged, reaching over 900 billion HKD shortly after its IPO, with stock prices increasing significantly since its listing [21][22]. Brand Strategy and Consumer Loyalty - The brand has successfully cultivated a loyal customer base, with membership numbers skyrocketing from 3.65 million in 2021 to 275,000 in 2024 [19][22]. - Laopu Gold emphasizes its unique craftsmanship and cultural heritage, which resonates with high-end consumers and has been amplified through social media marketing [18][19]. - The company employs a direct sales model, avoiding franchising to maintain product scarcity and brand exclusivity [24][25]. Future Prospects - Laopu Gold plans to expand its presence internationally, with a new store opening in Singapore, tapping into the growing global market for traditional gold jewelry [31][32]. - The ancient gold market is projected to grow significantly, with estimates suggesting it could reach 4.2 trillion yuan by 2028, providing ample opportunity for Laopu Gold's expansion [31][32].