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今年520静悄悄,年轻人正在逃离消费骗局
3 6 Ke· 2025-05-21 11:32
今年的520是一枚哑弹。 哪怕被巧妙包含在了618期间,也难掩浪漫外衣下的消费褪色。 品牌营销投入少了,最多不过一条公众号;双人餐开始走平价路线了,之前1314元的团购价消失不见;奢侈品的节日限定也越来越草率,原来 的走心设计,都被现成的粉色爱心模版替代。 鲜花、巧克力、珠宝柜台前冷清的客流,还有社交平台们褪去的热搜,都在宣告一个不争的事实。 曾经被消费主义捧上神坛的"520经济",正在经历一场悄无声息的崩塌。而这不仅是某个节日的滑铁卢,更是消费市场深层变革的缩影。 一方面,年轻人正在对"爱情KPI"祛魅,不再为仪式感而买单。 相比在节日被迫"表演"爱,被商家的各类促销裹挟,他们正在经历情感表达的去符号化,褪去爱情冲动上头的外衣,认真理性衡量其中的性价 比。 另一方面,人们正在用情绪和行为上的双重摆烂,来对抗消费下行所带来的系统性焦虑。不消费,尤其不在性别对立的营销下消费,成为他们 无声的抗争。 520后被丢弃的礼物 图源:网络 就像只有泡沫越大就越会让投资者上头,而当泡沫不在行业也将被打回现实。当消费下行,人们也重回理性,会对许多细碎的消费行为重新估 值,做最有性价比的选择。 "花300块买束花"和"花一千 ...
学会真正的爱,是我们一生的必修课
3 6 Ke· 2025-05-21 00:48
Core Viewpoint - The article emphasizes that true love transcends consumerism and requires genuine investment, sacrifice, and care, as articulated by management thinker Umair Haque [1][10]. Group 1: Concept of Love - Love is multifaceted, with distinctions made by the Greeks between agápe (universal love), éros (romantic love), philía (friendship), and storgē (familial love) [5]. - A more nuanced understanding of love existed 5,000 years ago, suggesting that without experiencing various forms of love, individuals may feel a sense of emptiness [6]. Group 2: Action and Commitment - Love is described as a verb, indicating that it involves active engagement, sacrifice, and care, which can ignite creativity and generate true human wealth [7]. - The ability to endure some pain is essential for understanding love; without this capacity, one may struggle to appreciate the fragility of life and relationships [8]. Group 3: The Nature of Love - Love is portrayed as the most complex and transformative concept invented by humanity, distinct from material possessions and consumer goods [9]. - Despite attempts to commercialize love, its significance remains profound and essential for a fulfilling life, requiring continuous nurturing and renewal [10].
美媒:剩菜剩饭变身冰箱“风景线”
Huan Qiu Shi Bao· 2025-05-14 22:50
但当男朋友约翰逊的旅行结束后,一切回归现实,"他到家后,冰箱风景只撑了十分钟。"去年,"冰箱 造景"风靡互联网,越来越多家庭琢磨起了冰箱这方小小天地,这不失为一次对当前社会政治经济局势 的逃离。 藤条编织的篮子摆放在冷藏货架上,奶酪和牛奶旁放着带框的相片,每当打开冰箱门,就会亮起一串串 闪烁的装饰灯,"冰箱造景"设计师林奇·朱迪什在社交媒体上展示其作品,灵感来自于电影《了不起的 盖茨比》、美剧《布里奇顿》等。 美国《华尔街日报》 5 月 7 日文章,题目:有人爱,就有人恨 —— 在冰箱里的 " 风景线 " 去年11月,在男 朋友外出的一周内,苏珊·沃尔夫给自己找了个打发时间的事情做:先清空冰箱,再做个深度清洁,最 后就是"筑造和搭建"。精美容器中的芥末、酱油和其他调料,浸没在水中的小胡萝卜,错落有致的迷你 南瓜、蔬菜、花瓶和水盅,无不体现着主人的巧思,几个小时后,苏珊的第一件"冰箱造景"大功告成。 但这个爱好的代价就是,取食物的时候只能小心翼翼,不过此时的她顾不上这些,冰箱的灯光照着她陶 醉的脸,她已经开始计划如何美化冷冻层。 也有不少网友都吐槽自己的伴侣或家人过分沉迷"冰箱造景",精美的鲜花、篮子和瓶瓶罐罐 ...
Labubu已经成了当代人的新佛牌
虎嗅APP· 2025-05-10 13:44
Core Viewpoint - The article discusses the rising popularity of Labubu, a plush toy character from Pop Mart, which has become a cultural phenomenon in both Eastern and Western markets, symbolizing good luck and personal empowerment through its unique design and marketing strategies [4][40][52]. Group 1: Labubu's Cultural Impact - Labubu is described as a character that connects with both Western celebrities and Eastern cultural practices, being referred to as a "perfect match" with luxury items like the Hermès Birkin bag [4]. - The character is marketed not just as a toy but as a talisman for good fortune, with consumers associating it with positive energy and luck [12][21]. - The character's design and backstory allow consumers to project their desires and aspirations onto it, enhancing its appeal [36][37]. Group 2: Consumer Behavior and Trends - The article highlights a shift in consumer behavior where individuals are increasingly seeking psychological comfort through purchases, such as lucky charms and decorative items [29][64]. - The popularity of blind box toys like Labubu reflects a growing trend of consumers wanting to personalize their belongings and express individuality [58][60]. - The article notes that the demand for plush toys and decorative charms is particularly strong in East Asian cultures, contrasting with Western preferences for more rigid and direct expressions of style [61][62]. Group 3: Cultural Differences in Consumption - The article emphasizes the cultural differences in how consumers in Eastern and Western markets perceive and utilize decorative items, with Eastern consumers favoring plush and soft materials while Western consumers lean towards harder materials [60][61]. - The phenomenon of "Kidult" culture in East Asia, where adults seek comfort in childhood toys, is highlighted as a significant factor driving the popularity of characters like Labubu [62][64]. - The article also discusses how the rise of social media and influencer marketing has contributed to the rapid spread of Labubu's popularity in both markets [46][49].
泡泡玛特修炼成仙
Hu Xiu· 2025-05-10 02:06
Core Insights - Labubu, a character from Pop Mart, is gaining global popularity and is being compared to luxury items like the Hermes Birkin bag, indicating a strong cultural and consumer trend towards collectible toys and accessories [1][26][31] - The character is associated with good luck and positive energy, appealing to consumers' desires for spiritual and emotional support through physical items [5][15][20] - The rise of Labubu reflects broader cultural differences in consumer behavior between Eastern and Western markets, particularly in the context of plush toys and accessories [38][41][47] Group 1: Cultural Significance - Labubu is seen as a modern talisman, with consumers attributing protective and luck-bringing qualities to it, similar to traditional Feng Shui practices [9][15][28] - The character's design and backstory allow consumers to project their own desires and aspirations onto it, enhancing its appeal [24][47] - The popularity of Labubu in Thailand, where it has been integrated into local culture and spirituality, highlights the character's adaptability and resonance with different cultural contexts [26][28] Group 2: Market Trends - The blind box trend, particularly in the context of Pop Mart, is becoming increasingly popular in Western markets, with Labubu being a key driver of this trend [32][43] - The search for "bag charms" has reached a ten-year high in Google searches, indicating a growing interest in personalized accessories in the West [43] - The cultural preference for softer, plush materials in Eastern markets contrasts with the Western inclination towards harder, more direct expressions in accessories [44][45] Group 3: Consumer Behavior - Consumers are increasingly seeking emotional connections with products, using items like Labubu as a form of psychological comfort in stressful environments [20][47] - The phenomenon of "Kidult" culture, where adults seek comfort in childhood toys, is particularly pronounced in East Asian markets, influencing the popularity of plush accessories [47] - The emotional value attached to items like Labubu transcends their material worth, reflecting a deeper need for spiritual and emotional support among consumers [51]
美国中产,也快背不起爱马仕了
3 6 Ke· 2025-05-07 09:37
Group 1: Price Increases and Market Dynamics - Hermes has initiated price increases in the U.S. market to offset the impact of tariffs, with other luxury brands like Interparfums and Ferrari following suit with price hikes of 6-10% [2][3] - UBS estimates that the average price increase for European luxury brands in the U.S. will be around 6% due to a 20% tariff on EU goods and a 31% tariff on Swiss goods [2] - The luxury market in the Americas is experiencing a slowdown, with Hermes reporting a sales growth decline from 17.6% to 11% in Q1 2025 [3][4] Group 2: Regional Performance - In Q1 2025, Hermes' sales in Japan grew by 17% to €420 million, while the French market grew by 14.2% to €360 million, indicating stronger performance in these regions compared to the Americas [3] - The Americas luxury market is projected to decline by 8% in 2023, with Europe expected to surpass it as the largest luxury consumption region [4] Group 3: Consumer Behavior and Market Shifts - The correlation between American household wealth and luxury spending has weakened since 2020, with Yale University reporting that tariffs have reduced purchasing power by an average of $3,800 per household [4][5] - The luxury consumer base has shrunk by approximately 50 million globally over the past two years, leading brands to focus more on high-net-worth individuals (VICs), who contribute significantly to luxury brand revenues [6] Group 4: Manufacturing and Cultural Implications - The shift towards local manufacturing in the U.S. is being considered by luxury brands, but challenges such as high waste rates and the need for skilled labor persist [10][12] - The cultural value associated with luxury goods produced in Europe is significantly higher than that of products made in the U.S., impacting consumer perceptions and brand identity [10][12] Group 5: Changing Consumer Culture - The traditional American consumer culture is declining, with a rise in second-hand markets and a growing number of consumers adopting anti-consumerist behaviors [15] - Reports indicate that 33% of Americans have no retirement savings, reflecting a shift in financial priorities and consumer behavior [15]
水星家纺(603365):24年达成股权激励考核目标,25Q1营收平稳增长
Investment Rating - The report maintains a "Buy" rating for the company [2] Core Insights - The company achieved its equity incentive assessment targets for 2024, with a stable revenue growth of 1.2% in Q1 2025, despite a challenging retail environment [7][9] - The company plans to distribute a dividend of 0.9 CNY per share for 2024, with a total cash dividend of 233 million CNY, reflecting a payout ratio of 63.6% [7] - The gross margin has shown an upward trend, indicating potential for improved profitability if expense ratios are managed effectively [7] Financial Data and Profit Forecast - Total revenue for 2024 was 4,193 million CNY, with a slight year-on-year decline of 0.4%, while the net profit attributable to shareholders was 367 million CNY, down 3.3% year-on-year [6][7] - For Q1 2025, total revenue reached 926 million CNY, with a year-on-year growth of 1.2%, and net profit attributable to shareholders was 90 million CNY, a decrease of 3.8% year-on-year [6][7] - The company forecasts net profits of 396 million CNY for 2025, with expected growth rates of 8.0% in 2025, 8.9% in 2026, and 8.5% in 2027 [6][7] Operational Performance - The company maintains strong operational capabilities, with a net operating cash flow of 520 million CNY in 2024, significantly higher than net profit, indicating robust earnings quality [7] - Inventory turnover days increased slightly to 145 days, but overall inventory levels remain stable [7] Channel Performance - Online sales contributed 55% of total revenue in 2024, with an e-commerce revenue of 2.3 billion CNY, despite a year-on-year decline of 3.8% [7] - The offline franchise revenue was 1.33 billion CNY, showing a year-on-year increase of 1.5% [7] Valuation and Market Outlook - The report suggests an upward adjustment in revenue growth expectations for the e-commerce segment, leading to an increase in profit forecasts for 2025 to 400 million CNY [7] - The target market capitalization for 2025 is set at 5.4 billion CNY, indicating a potential upside of 28% from the market value as of April 30, 2025 [7]
经管联合书单 | 这些好书让你悄悄变厉害
Sou Hu Cai Jing· 2025-04-30 00:19
Group 1 - The article presents a curated list of recommended economic and management books that aim to help professionals and entrepreneurs understand economic trends and business evolution in a time of uncertainty and opportunity [3] - The list includes various genres, such as autobiographies of successful entrepreneurs, practical manuals dissecting case studies, and guides that reinterpret traditional theories [3] - Each book is positioned as a potential source of insights and answers for readers seeking to navigate the complexities of the modern economic landscape [3] Group 2 - "The Right Path" by Su Jingzhi chronicles the journey of the former CEO of Yum China, detailing the growth of the company from a few KFC outlets to a major player in the Chinese restaurant industry, emphasizing brand rebuilding and crisis management [5] - "Chinese Financial Culture" by Dong Yun explores the historical and cultural underpinnings of China's financial development, arguing that understanding these elements is crucial for grasping the unique characteristics of China's financial system [8][9] - "Real Estate Development Insights" by Xia Dong analyzes the current state and future trends of the Chinese real estate market, offering a comprehensive framework for understanding its evolution and transformation [12] - "American Business History" by Wu Yunxian provides an extensive study of the evolution of American enterprises, focusing on technological innovation and industry iteration as key drivers of economic growth [14] - "The Power of Money" by Paul Sheard discusses the multifaceted role of money in the economy, including government debt, central banking, and the impact of monetary policy on wealth and inequality [30]
小红书上的独立女性,正在排队打高潮针……
商业洞察· 2025-04-27 08:47
作者:毒舌师姐 来源:功夫财经(ID:kongfuf ) 01 前几天一众医美概念股的拉爆始终让人摸不着头脑,因为医美这个行业其实这几年来日子过得也 不太好。各种技术普及后,就是持续的在打价格战,利润越做越薄,怎么突突然然的发力了。直 到昨天,圈里流传出了一则消息。 以下文章来源于功夫财经 ,作者毒舌师姐 功夫财经 . 胡润百富榜影响力财经自媒体TOP10,透视财经事件,洞察商业趋势。 | | | | 小红书高潮针预约爆满 | | --- | --- | --- | --- | | | | 杭州、成都、珠海等多地女性预约开打高潮针 | | | 代码 | 名称 | 自由市值 | 主要逻辑 | | 002054 | 德美化工 | 20. 18亿 | 通过参股佛山德盛天林间接持有远想生物股权,后者旗下丽芙莎 品牌专注于女性私密健康领域,推出"高潮针"产品 | | 002386 | 天原股份 | 40. 19亿 | 通过参股佛山德盛天林间接持有远想生物股权,后者旗下丽芙莎 品牌专注于女性私密健康领域,推出"高潮针"产品 | | 688236 | 春立医疗 | 11.26亿 | 公司 PRP 产品包括富血小板血浆制备套 ...
全球商品“开盒记”,敦煌网来掀底裤
3 6 Ke· 2025-04-23 00:22
Core Insights - The article discusses the rapid rise of DHgate, a Chinese cross-border e-commerce platform, which has gained significant attention from overseas consumers due to its competitive pricing on luxury goods [6][19][31] - The platform has become a focal point for consumers seeking affordable alternatives to high-priced luxury items, highlighting a shift in consumer behavior amid rising tariffs and inflation [10][49] Group 1: Company Overview - DHgate, founded in 2004 by Wang Shutong, focuses on B2B cross-border trade, connecting Chinese manufacturers directly with overseas retailers [34][43] - The platform has over 2.54 million registered suppliers and an annual online product count exceeding 34 million, with registered buyers surpassing 59.6 million across 225 countries [20][19] - DHgate's business model allows it to charge commissions only after transactions are completed, streamlining the export process for manufacturers [43] Group 2: Market Dynamics - Recent tariff increases in the U.S. have led to heightened consumer anxiety regarding inflation, prompting a search for cheaper alternatives [10][49] - The trend of "unboxing" videos on social media has fueled interest in DHgate, as consumers discover the stark price differences between luxury goods and their factory costs [16][24] - The platform has benefited from a growing sentiment among consumers that they have been overpaying for branded products, leading to a surge in demand for unbranded or direct-from-factory items [14][19] Group 3: Consumer Behavior - Overseas consumers are increasingly aware of the cost disparities in luxury goods, with many expressing disbelief at the low production costs of high-end items [13][19] - The phenomenon of "DH girls" has emerged, with consumers proudly identifying as buyers of affordable products from DHgate, reflecting a shift in purchasing priorities [47] - The article notes that the appeal of DHgate lies in its ability to offer luxury-like products at a fraction of the price, even after accounting for tariffs [24][49]