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酸辣粉深陷食安风波,赛道厮杀加剧下,麻六记遭遇大考
Hua Xia Shi Bao· 2025-07-31 00:06
华夏时报记者 周梦婷 北京报道 近日,麻六记的爆款产品"酸辣粉"因食品安全问题引发争议。7月28日,麻六记官方微博发布声明,回 应部分消费者关于麻六记酸辣粉(270克规格)存在的相关问题,承诺将加强供应链管理并深化驻厂监 督机制等。此前,其代工商四川白家阿宽食品产业股份有限公司(下称"白家阿宽")也就此事件作出说 明。 麻六记近年凭借汪小菲的离婚事件迅速走红,这也使得该品牌高度依赖汪小菲及其母亲张兰的个人IP。 随着两人抖音账号被封,麻六记在抖音的销售额已出现明显下滑。如今叠加食品安全问题,在赛道竞争 加剧下,其未来发展也面临更多不确定性。 根据官网,麻六记共有60余款电商产品,品类包括方便速食、生鲜、底料蘸料、零食小吃等,其中酸辣 粉速食系列等累计销售超1.5亿桶,是其王牌产品。虽然产品众多,但目前公开资料显示,麻六记尚未 建立自有生产工厂,其产品主要采用代加工模式。林岳对本报记者表示,"代工生产模式本身不是问 题,是一种敏捷的轻资产运营模式,其关键在于品控机制完善和执行的监督上,比如标准执行偏差、质 检环节滞后、权责界定模糊、利益分配失衡等等,这些问题每一个都是定时炸弹,最终伤害的是品 牌。" 同时需要注 ...
「新消费观察」酸辣粉深陷食安风波 赛道厮杀加剧下 麻六记遭遇大考
Hua Xia Shi Bao· 2025-07-30 18:09
Core Viewpoint - The recent food safety issues surrounding the popular product "Suan La Fen" from Ma Liu Ji have raised significant concerns, leading to a decline in sales and brand reputation, particularly after the suspension of key personal accounts associated with the brand [1][2][3]. Group 1: Food Safety Issues - Ma Liu Ji's "Suan La Fen" has faced quality problems, with reports of product recalls due to insufficient disinfection during production, resulting in shortened shelf life and potential mold [2][3]. - The company has committed to enhancing supply chain management and improving on-site supervision mechanisms in response to the food safety crisis [1][2]. Group 2: Brand Dependency and Market Position - The brand's rapid rise was heavily reliant on the personal IP of Zhang Lan and Wang Xiaofei, whose social media accounts have been banned, leading to a noticeable drop in sales on platforms like Douyin [1][4]. - Ma Liu Ji's flagship product, "Suan La Fen," has sold over 150 million units, but the brand lacks its own production facilities, relying on contract manufacturing, which poses risks related to quality control [3][5]. Group 3: Competitive Landscape - The instant food industry is becoming increasingly competitive, with traditional giants like Kang Shifu and emerging brands like Li Zi Qi and Man Xiao Bao vying for market share [5]. - Ma Liu Ji's pricing strategy for "Suan La Fen" is not competitive, with its product priced higher than similar offerings from competitors, which could further impact its market position amid the ongoing food safety concerns [5]. Group 4: Recommendations for Future Strategy - Experts suggest that Ma Liu Ji should reform its supply chain and enhance quality control measures, rather than relying solely on contract manufacturers [5]. - The company is advised to diversify its business model and reduce dependence on personal IP and online live-streaming channels to improve resilience against market fluctuations [5].
动荡中的良品铺子再换帅,杨红春第三次掌舵
Xin Lang Cai Jing· 2025-04-29 10:51
Company Management Changes - Yang Hongchun has resumed the position of General Manager at Liangpinpuzi, with a term from April 26, 2025, to November 26, 2026 [1] - Cheng Hong's acting term as General Manager ended on April 26, 2025, after being elected Chairman in March [1][2] - Yang Yinfeng remains a director, having previously served as General Manager from 2017 to 2022 and briefly as Chairman and General Manager until March 2023 [5] Financial Performance - Liangpinpuzi reported a revenue of 7.159 billion in 2024, a decrease of 11.02% year-on-year, and a net profit loss of 46 million [7] - The first quarter of 2025 showed a revenue of 1.732 billion, down 29.34% year-on-year, with a net loss of 36.14 million compared to a profit of 62.48 million in the same period last year [7] - The decline in profits is attributed to a pricing strategy that involved lowering prices while maintaining quality, which affected gross margins [7][10] Market Competition - Liangpinpuzi faces increasing competition from rapidly expanding snack chains such as "Zero Snacks" and "Good to Come," which have significantly increased their store counts and market presence [7][8] - The number of Liangpinpuzi's stores decreased from 3,293 in 2023 to 2,704 in 2024, marking the largest contraction in three years [8][9] Industry Trends - The domestic snack market is projected to grow, with the number of discount snack stores expected to reach 45,000 and a market size of 123.9 billion by 2025 [8] - Liangpinpuzi's sales channels have seen declines, except for group purchasing, which grew by 18.66% to 580 million [9] Strategic Adjustments - The company plans to enhance product quality, optimize product structure, and improve supply chain management in 2025 [11] - Liangpinpuzi has not yet adopted strategies similar to competitors like Three Squirrels, which have successfully navigated market challenges through adjustments in their business models and marketing strategies [10][11]