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便利店超市化
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便利店的“便利”还值钱吗?
3 6 Ke· 2025-07-29 03:03
Core Insights - The convenience store industry in China is facing significant challenges, with only 30.2% of surveyed companies reporting profit growth in the first half of 2025, a decline from 45.0% in 2024 [1][2] - Only 7 companies, representing 16.28% of the surveyed, achieved both sales and profit growth [2][4] - The majority of new store openings are concentrated among large enterprises, with 89.2% of new stores coming from companies with over 1,000 locations, indicating a trend of market consolidation [5][7] Financial Performance - The survey conducted by the China Chain Store & Franchise Association (CCFA) revealed that nearly 70% of convenience stores did not see profit growth in the first half of 2025 [1] - The number of stores increased by 4,093, but the growth is primarily driven by larger players, highlighting a disparity in performance between large chains and smaller stores [5][7] Market Dynamics - The convenience store sector is experiencing a "Matthew Effect," where resources are increasingly concentrated among top players, while smaller stores struggle to survive [5][12] - The introduction of a "ban on alcohol" has severely impacted sales, particularly for stores that relied on alcohol for profit margins, leading to a broader decline in the convenience store sector [9][10] Consumer Behavior - The convenience store's traditional value proposition of "convenience" is being challenged by new retail formats such as snack discount stores, instant retail platforms, and membership warehouse supermarkets, which are effectively capturing consumer traffic [15][16] - The definition of convenience is evolving from physical proximity to digital accessibility, as consumers increasingly prefer online shopping options [16][21] Strategic Responses - Convenience stores are exploring various transformation strategies, including "food service" and "supermarket" models, to adapt to changing consumer preferences [17][19] - However, these strategies often lead to increased competition and operational challenges, as many stores struggle with high levels of product homogeneity and supply chain complexities [19][21] Industry Outlook - The convenience store industry is at a critical juncture, needing to redefine its value proposition and identify its core competencies to survive [22] - The year 2025 is seen as a pivotal moment for the industry to find a "second curve" of growth, moving beyond traditional expansion and imitation of successful models [22]
便利店加速“超市化”
3 6 Ke· 2025-07-15 02:07
张富的困境并非个例,而是整个小型零售业态共同压力的缩影。当消费者行为模式发生转变,这些扎根于社区"毛细血管"的便利店,往往最早感受到市场 的变化。 为应对变化,张富做出了一个决定:他盘下了隔壁空置的铺面,将小店面积扩大到近一百五十平方米。货架重新规划,最显眼的位置摆上了包装好的蔬 菜、水果和冷鲜肉,甚至添置了一台小型现烤面包机。 张富的调整,正是这场行业转型的缩影:便利店正在从单一的功能节点,向更具"社区超市"的业态演变。 便利店"变大" "以前,我这店就是个'补给站'。下班的年轻人进来拿瓶水、买个面包,或者半夜饿了的来碗泡面。流水不高不低,饿不死,也发不了财。" 张富在北京西五环外经营着一家60多平方米的夫妻便利店。他向《灵兽》描述过去几年的生意状况。最近两年,他明显察觉到,身边的消费习惯正在发生 变化。"周围的人,尤其是年轻人,回家做饭的越来越多。来我这儿买零食饮料的次数在减少,可我又没菜卖。" 近年来,尤其是日本便利店经历一场集体性的业态升级——即"变大",或称"超市化"。 以2024年2月7-11在千叶县推出的首家"SIP商店"为例,这家门店的销售面积接近290平方米,约为标准门店的1.8倍;商品数量 ...