近日，营业已有13年的85度C山师东路店发布闭店通知，该品牌就此在济南仅剩一家门店。不只85度 C，近年来，多乐之日、bread618、面包新语、皇家美孚……一个个曾红极一时的烘焙巨头纷纷陷入关 店、收缩的困境， 老牌烘焙店为何不"香"了？对此，记者进行了探访。 13年老店月底闭店 奈何好景不长，仅2023年下半年的六个月时间里，85度C济南经七路店、华龙路店、华山环宇城店、优 品汇店相继关停，迎来一波关店潮。 彼时，85度C济南一加盟商陈先生曾介绍：关店一方面是因为客单少了，业绩不行；另一方面则是因为 85度C大举进行品牌门店升级，要求重新装修，才可继续加盟，考虑到成本等多种因素，不少加盟商都 直接选择停业。 业内人士：门店亏损之外， 济南仅剩一家门店 11月18日，在85度C山师东路店内，不少消费者正在选购，部分货架已售罄。其门店张贴的闭店公告显 示，该门店将于11月30日晚闭店，如需订购蛋糕面包，可前往济南卧龙店。这意味着，85度C在济南市 场将仅剩一家门店。 提及闭店原因，该门店工作人员表示，该店虽在此经营已有13年，积累了不少老顾客，但由于房租合约 到期且房租较贵，利润不足，综合考虑之下决定闭店。 ...

又一福建企业顺利实现权棒交接。 达利食品的前身，是许世辉于1989年在福建泉州惠安县创立的美利食品厂。在那个零食相对匮乏的年 代，饼干以散装称重为主，留意到消费者对高品质饼干的需求，许世辉推出了一款包装精美的"美利"牌 饼干，迅速为食品厂打开了销路。 踩中零食行业发展风口，为达利食品攒下了家底，而对标国际与国内行业龙头的爆款产品，采取跟随策 略，则是达利食品业绩腾飞的关键。 图源：pexels 1997年，韩国品牌好丽友的派类产品正式进入中国市场，成为风靡全国的明星单品。然而，好丽友派14 元一盒的价格在当时并不便宜。2002年，许世辉推出"达利园"蛋黄派，找来明星许晴代言，定价仅为好 丽友的三分之二，成功从韩国巨头手中抢下市场。 近日，达利食品集团（下称"达利食品"）宣布，创始人许世辉的女儿许阳阳正式接任集团总裁。至此， 这一成立超过30年的福建食品饮料巨头，正式实现二代接班。 达利食品由1958年出生的福建泉州人许世辉创立于1989年，旗下有"达利园""好吃点""可比克""和其 正""乐虎""豆本豆"六大国民品牌，2018年至2021年，达利食品的营收均超过200亿元。背靠闷声赚钱的 达利食品，许世辉家族 ...

靠卖饼干起家，泉州老板成为福建首富 又一福建企业顺利实现权棒交接。 近日，达利食品集团（下称"达利食品"）宣布，创始人许世辉的女儿许阳阳正式接任集团总裁。至此， 这一成立超过30年的福建食品饮料巨头，正式实现二代接班。 达利食品由1958年出生的福建泉州人许世辉创立于1989年，旗下有"达利园""好吃点""可比克""和其 正""乐虎""豆本豆"六大国民品牌，2018年至2021年，达利食品的营收均超过200亿元。背靠闷声赚钱的 达利食品，许世辉家族在2016年到2019年蝉联胡润百富榜福建首富。 正式掌舵达利食品的许阳阳，是许世辉的女儿，出生于1983年。2008年，留学归来的许阳阳进入达利食 品生产车间实习，从车间流水线工人做起，历经17年磨炼，直至成为达利食品总裁。 同为女承父业的80后继承人，许阳阳的接班路径与娃哈哈宗氏家族的宗馥莉有着诸多相似之处。与许阳 阳平稳接班不同的是，宗馥莉与娃哈哈还处于"内忧外患"的阵痛中。 图源：pexels 达利食品的前身，是许世辉于1989年在福建泉州惠安县创立的美利食品厂。在那个零食相对匮乏的年 代，饼干以散装称重为主，留意到消费者对高品质饼干的需求，许世辉推出了一款 ...

Core Viewpoint - Nestlé, once a leader in the instant coffee market in China, is now facing challenges in attracting young consumers, necessitating a strategy to rejuvenate its brand and appeal to this demographic [2][8]. Company Overview - Nestlé, a Swiss food and beverage giant, has a diverse portfolio that includes coffee, dairy products, confectionery, beverages, and pet food, with over 2,000 brands operating in more than 100 countries [4]. - The company originated from a baby food product developed in the 1860s by pharmacist Henri Nestlé, which aimed to reduce infant mortality rates in Switzerland [4]. Coffee Business Development - Nestlé's instant coffee, Nescafé, was created in 1930 using spray-drying technology to address surplus coffee production in Brazil, becoming a staple for U.S. troops during WWII and gaining popularity post-war [5]. - The coffee segment has become a core part of Nestlé's business, with Nescafé generating approximately $10 billion in annual sales, accounting for 36% of the company's coffee business revenue [5][9]. - In 2018, Nescafé held over 70% market share in China's instant coffee market, significantly outpacing its closest competitor, Maxwell [5]. Market Trends and Challenges - The instant coffee market in China is currently valued at approximately 78 billion yuan, representing nearly half of the national coffee market, but has seen a slight decline of 1.5% year-on-year [9]. - The rise of fresh coffee consumption and changing health perceptions among consumers have led to a preference for low-sugar, no-cream instant black coffee, impacting traditional instant coffee sales [9]. - Competitors like Luckin Coffee and Starbucks have become more prominent in the minds of young consumers, overshadowing Nestlé's historical presence in the market [7][9]. Product Innovation and Strategy - In response to market changes, Nestlé has introduced new products, including upgraded classic series, zero-sugar options, and beverages like sparkling Americano, while also diversifying into various formats such as drip coffee and ready-to-drink products [9][10]. - Despite these innovations, Nestlé faces challenges in reshaping consumer perceptions, as many still associate the brand primarily with sugary instant coffee [10]. Distribution and Sales Dynamics - Nestlé has traditionally employed a "deep distribution" model, requiring distributors to purchase in bulk, which has led to inventory issues and financial pressures amid slowing consumer demand [11][12]. - Recent shifts in strategy aim to transition from a distribution-driven model to one focused on actual consumer sales, indicating a need for better engagement with end consumers [12].

Core Viewpoint - Supor, once a leading small appliance brand in A-shares, is experiencing a significant slowdown in growth, as evidenced by its recent financial performance and various operational challenges [1][2][3]. Financial Performance - In Q3, Supor reported a revenue of 5.42 billion yuan, a year-on-year decrease of 2.30%, and a net profit of 426 million yuan, down 13.42% year-on-year. For the first three quarters, net profit fell to 1.37 billion yuan, a decline of 4.66% [1][11]. - The company's net profit growth rate has been declining from 6.36% in 2022 to 2.97% in 2024, indicating a long-term trend of weakening profitability [12]. Management Actions - Following the distribution of dividends in May, three senior executives sold shares worth approximately 5.43 million yuan, raising concerns about the company's future [2][16]. Brand and Market Challenges - Supor is facing issues such as brand aging, frequent product quality problems, and declining market reputation, which are contributing to its current struggles [3][20]. - The company’s domestic sales growth has stagnated, with a significant drop from 10.8% in 2021 to -1.21% in 2024, while external sales heavily depend on SEB Group, which accounted for 31.42% of total revenue in 2024 [20][22]. Product and Innovation Issues - Supor's R&D investment is low, with only 4.70 billion yuan allocated in 2024, representing just 2.09% of revenue, while the company spent 22.39 billion yuan on dividends, indicating a lack of focus on innovation [36][38]. - The company has been slow to adapt to online sales channels, with only 50% of sales occurring online, compared to industry averages of 80% [38]. Consumer Complaints - There have been over 8,000 complaints regarding Supor products on consumer platforms, highlighting safety issues and poor customer service [25][30]. Market Position - As of October 24, Supor's stock price fell by 1.57% to 47.06 yuan per share, with a market capitalization of 37.71 billion yuan, reflecting a 5% decline year-to-date [19].

Core Insights - The well-known bakery coffee brand "85°C" is experiencing a significant number of store closures, indicating a strategic contraction in the Chinese mainland market [3][10] - The parent company, "Meishi-KY," reported a sales decline of over 20% in the mainland market, leading to the decision to close more than 40 stores this year, marking the largest operational adjustment in five years [3][10] Company Overview - 85°C is a renowned chain brand originating from Taiwan, specializing in coffee, cakes, and baked goods, founded in 2003 [3] - The brand's name reflects the ideal brewing temperature for coffee, emphasizing a combination of "five-star quality" and "affordable prices" [3] Market Challenges - The closures are not isolated incidents but part of a broader trend, with reports of store shutdowns in cities like Hangzhou, Shanghai, and Nanjing [8] - The company is facing deep-rooted challenges such as brand aging and insufficient innovation, which are critical factors contributing to its declining market presence [4][11] Financial Performance - The sales revenue for 85°C in the Chinese mainland is projected to shrink to approximately 8.053 billion New Taiwan Dollars (around 1.88 billion RMB) in 2024, a decline of over 20% from the previous year [10] - The contribution of the mainland market to the company's overall sales has decreased from 51% to 42% [10] Strategic Adjustments - The company is implementing a strategy of "elimination and selection" to optimize its store operations, with plans to open new franchise stores by the end of the year [3][8] - Industry experts suggest that the current store closures are a necessary decision to mitigate losses, as existing stores are unable to reverse the financial downturn [10][11]

Core Insights - The well-known bakery coffee brand "85°C" is experiencing a significant number of store closures, indicating a strategic contraction in the Chinese mainland market [3][10] - The parent company, "Meishi-KY," reported a sales decline of over 20% in the mainland market, leading to the decision to close more than 40 stores this year, marking the largest operational adjustment in five years [3][10] Company Overview - 85°C is a popular chain brand originating from Taiwan, specializing in coffee, cakes, and baked goods, founded in 2003 [3][10] - The brand's name reflects the ideal brewing temperature for coffee, emphasizing a combination of "five-star quality" and "affordable prices" [3] Market Challenges - The closures are not isolated incidents but part of a broader trend, with reports of store shutdowns in cities like Hangzhou, Shanghai, and Nanjing [8][10] - The company is facing deep-rooted challenges such as brand aging and insufficient innovation, which are critical factors contributing to its declining market presence [4][11] Financial Performance - The sales revenue for 85°C in the mainland market is projected to shrink to approximately 8.053 billion New Taiwan Dollars (around 1.88 billion RMB) in 2024, a decline of over 20% from the previous year [10] - The contribution of the mainland market to the company's overall sales has decreased from 51% to 42% [10] Strategic Adjustments - The company is implementing a "淘汰择优" (eliminate the inferior and retain the superior) strategy, indicating a focus on optimizing store performance [8][10] - Despite the closures, the company plans to open new franchise stores and continue innovating its product offerings [3][9] Industry Context - The bakery market is becoming increasingly competitive, with new brands emerging and capturing market share, which poses a challenge for established brands like 85°C [11] - The industry faces systemic issues, including complex supply chains and high product standardization difficulties, leading to regional brand dominance and price wars [11]

曾红极一时的烘焙咖啡品牌"85度C"近日正频繁闭店。 曾红极一时的85度C正频繁闭店，北京仅剩一家门店。母公司"美食-KY"表示，今年中国大陆关店总数将超40家，原因是销售额锐减与持续亏损。85度C总部 称闭店是"汰换择优"，年底前会新增加盟店。专家认为，闭店揭示了品牌老化与创新不足的挑战。目前烘焙业面临供应链复杂、同质化严重等问题，依赖营 销手段难长期经营。 10月20日，《每日经济新闻》记者经实地走访证实，85度C北京知春二店已于10月19日正式关闭。至此，85度C在北京仅剩白广路的一家门店。 店门外的闭店通知显示，"时光荏苒，匆匆2年，在此向所有亲爱的顾客告别，幸运的是，店不在人还在，我们在北京白广店期待您的到来。"不时有路人驻 足浏览闭店通知，还有路人浏览完后拨打电话将消息告知亲友。记者观察到，尽管店内设施尚未移除，墙上也还粘贴着海报，但货架上已经空空如也，未见 任何产品。 85度C北京白广店 图片来源：每经记者 郑欣蔚 摄 这并非孤立的区域现象，而是85度C目前在中国大陆市场战略收缩的缩影。 据新京报报道，85度C母公司"美食-KY"近日表示，今年中国大陆关店总数将超过40家，近五年最大规模的运营调 ...

近日，85度C所属上市公司美食-KY发布重大讯息称，其决定调整中国大陆市场经营策略，优化营运规模，关闭盈利状况持续低于预期的特定区域及特定 门店。 85度C门店调整背后是 对此，10月13日，85度C相关负责人回应南都湾财社记者采访称，85度C集团因应展店策略调整，汰换择优，仍对中国大陆市场抱有信心；连锁行业展店 闭店属于企业正常运营现象。 85度C回应退出部分区域 "仍对中国大陆市场抱有信心" 根据官方公告，为应对整体环境变化，同时权衡海内外各市场的发展情况，美食-KY董事会决议调整中国大陆市场经营策略，并优化营运规模。美食-KY 计划终止在中国大陆盈利状况持续低于预期的特定区域及特定门店，与此同时，将配合业务规模的调整，同步优化生产物流供应链、营运后勤等部门的资 源配置。 美食-KY预计经过此次调整，公司整体资源运用效率可望提升，中长期有助于增进股东权益及企业价值。 另据媒体报道，美食-KY本次调整幅度为近五年最大，预估全年在中国大陆的关店数将超过40家。 美食-KY所指的中国大陆门店，为烘焙面点品牌85度C门店。对于美食-KY的调整计划，85度C相关负责人告诉南都湾财社记者，集团因应展店策略调整， 汰换 ...

美食-KY预计经过此次调整，公司整体资源运用效率可望提升，中长期有助于增进股东权益及企业价 值。 | | 平員科出 (上中公司) 2/23 美食-KY 公司提供 | | --- | --- | | 序號 | 1 | | 發富日期 | 114/10/09 | | 發言時間 | 13:42:30 | | 發言人 | 李翰霖 | | 發言人職稱 | 副總經理 | | 發言人電話 | (02)2657-6685 | | 主旨 | 董事會決議中國大陸市場營運優化。 | | 符合條款 | 第51款 | | 事實發生日 | 114/10/09 | 另据媒体报道，美食-KY本次调整幅度为近五年最大，预估全年在中国大陆的关店数将超过40家。 近日，85度C所属上市公司美食-KY发布重大讯息称，其决定调整中国大陆市场经营策略，优化营运规 模，关闭盈利状况持续低于预期的特定区域及特定门店。 对此，10月13日，85度C相关负责人回应南都湾财社记者采访称，85度C集团因应展店策略调整，汰换 择优，仍对中国大陆市场抱有信心；连锁行业展店闭店属于企业正常运营现象。 退出部分区域，预计全年关店超40家？ 85度C回应：仍对中国大陆市场抱有 ...