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从LV到临期食品:中产消费的十年轮回
Sou Hu Cai Jing· 2025-09-28 14:20
奢侈品黄金时代的终结与临期食品的崛起 十年前的中国奢侈品市场还处于高速增长期。2015年,我国奢侈品消费占全球市场的比重达到前所未有的高度。 贝恩咨询数据显示,2015年中国奢侈品市场规模达到1130亿元,尽管受反腐影响有所下滑,但仍是全球奢侈品消费的重要引擎。当时,LV、Gucci等国际大 牌在中国一线城市疯狂扩张门店,北京SKP、上海恒隆等高端商场人头攒动,奢侈品消费成为身份象征和社交资本。 那是一个万物生长的时代,也是一个最好的时代。 当时几乎没有人会预料到十年后的今天,奢侈品市场会遭遇寒冬。 2025年,全球最大奢侈品集团LVMH二季度收入下跌4%,上半年出现营收利润双降,营业利润大跌15%,净利润大跌22%。 咨询机构贝恩则修改其之前对全球奢侈品行业将在2025年实现0-4%的增幅预测,认为2025年全球奢侈品市场销售规模或将下滑2%至5%。 当LV收入开始下跌的时候,也没有人会想到,消费端另一头的临期食品,会迎来一个爆发式增长。 根据行业的调研,今年国内临期食品市场规模将突破400亿元,年增长率近6%。好特卖等临期食品连锁品牌在全国快速扩张,其"花得少,吃得好"的理念吸 引了大量消费者。 而中产又 ...
帮主郑重:这些“不起眼”的行业,藏着闷声发财的密码
Sou Hu Cai Jing· 2025-09-19 04:49
Core Insights - The article highlights the potential of seemingly ordinary businesses that are quietly generating significant profits, contrasting them with more popular industries that are highly competitive [1][5]. Group 1: Emerging Business Opportunities - The pet funeral industry is experiencing growth, with basic cremation services priced around 500-600 yuan, and additional services like diamond memorials or 3D printed sculptures costing several thousand yuan. The market is projected to exceed 5 billion yuan by 2025 [3]. - The second-hand luxury goods market is thriving, with online sales increasing even in smaller cities. The resale of items like a pair of Chanel shoes can yield profits of several thousand yuan per transaction, with transaction volume in lower-tier cities growing over 30% [3]. - Small-scale storage facilities are in high demand, with monthly rents exceeding 300 yuan for small units. This sector remains profitable even during economic downturns, driven by consistent demand from individuals and businesses [4]. Group 2: Specialized Services - The high-end maternity nurse industry is seeing significant demand, with top professionals earning up to 300,000 yuan annually in first-tier cities. The market is characterized by a shortage of qualified high-end nurses, creating a structural gap that drives profitability [4]. - These industries capitalize on essential needs and emerging trends, such as emotional spending in pet funerals and the rise of circular economy in second-hand luxury goods. They also possess hidden barriers to entry, requiring specialized skills and knowledge to succeed [4][5].
转转官宣朱珠成为集团品牌代言人
Xin Lang Ke Ji· 2025-08-04 05:57
Group 1 - The core viewpoint of the articles is that Zhu Zhu has been appointed as the brand ambassador for Zhuanzhuan Group, aiming to promote a new trend in second-hand consumption under the "Hundred Categories and Thousand Products" strategy [1][2] - Zhuanzhuan Group's CEO Huang Wei emphasized that Zhu Zhu's public image aligns with the company's mission of sustainability, as she advocates for environmental consciousness [1] - Zhu Zhu expressed her support for circular consumption, stating that good items deserve multiple lives, which resonates with Zhuanzhuan's corporate philosophy [1] Group 2 - The collaboration with Zhu Zhu is expected to enhance the implementation of the "Hundred Categories and Thousand Products" strategy, attracting more young users and female consumers to second-hand trading [2] - The partnership aims to break traditional perceptions of idle goods, accelerating the circulation and reuse of quality idle resources [2] - Zhuanzhuan Group has established a marketplace ecosystem covering over a hundred categories, including second-hand mobile phones, 3C digital products, bags, watches, outdoor sports, books, musical instruments, games, and photography equipment [1]
央视记者沉浸式体验 超级转转已经成为北京消费的新风向标之一
Sou Hu Cai Jing· 2025-07-30 00:47
Core Insights - The luxury goods market in China is experiencing significant growth, particularly in the second-hand luxury segment, driven by increasing consumer awareness and the rise of circular consumption concepts [1][9] - The second-hand luxury market is expanding into lower-tier cities, indicating a substantial untapped market potential [9] Group 1: Market Trends - The second-hand luxury goods market in China has surpassed 1.2 trillion yuan in 2024, reflecting a year-on-year growth of 37% [9] - The penetration rate of second-hand luxury goods in China is currently at 5%, compared to 30% in Japan, highlighting considerable room for growth [7] - The first half of the year saw the Chinese luxury market generate sales of 517 billion yuan, with notable growth in high-end niche brands and lifestyle service brands [9] Group 2: Consumer Behavior - There is a noticeable trend of younger consumers engaging in the second-hand luxury market, with an increasing proportion of male buyers [7] - The shopping experience at "Super Transfer" has been positively received, with customers spending extended periods in-store, indicating strong consumer interest [5] Group 3: Company Strategy - "Super Transfer" operates a 3,000 square meter space with transparent pricing and rigorous quality checks, enhancing consumer trust and satisfaction [3][5] - The company plans to continue exploring multi-category strategies and improving service capabilities to foster healthy development in the second-hand industry [9]
广州零售市场观察:空置率趋稳,超市“新鲜”升级抢客源
Sou Hu Cai Jing· 2025-07-11 17:43
Core Insights - The retail market in Guangzhou shows stability with a slight increase in vacancy rates and a decrease in average rental prices, indicating a cautious but evolving landscape for retail properties [1][2]. Retail Market Overview - The retail property vacancy rate in Guangzhou for the first half of 2025 is reported at 12.7%, with a minor increase of 0.1 percentage points year-on-year and a decrease of 0.2 percentage points quarter-on-quarter, demonstrating better stability compared to the office market [1][2]. - Average rental prices in Guangzhou have decreased by 0.3% year-on-year, now standing at 619.1 yuan per square meter per month [2]. Changes in Consumer Behavior - The restaurant sector is experiencing significant changes, with major dining establishments adopting a more cautious approach due to declining profit margins, contrasting with the more optimistic outlook of upgraded dining brands [2]. - National retail innovation pilot policies are driving changes in consumer behavior, promoting trade-in programs and the integration of online and offline shopping experiences [5]. Retail Innovations and Trends - The first batch of 38 cities has been designated as national retail innovation pilot cities, reflecting a shift in consumer trends towards green and circular consumption [5]. - New retail formats are emerging, including second-hand stores and the integration of live streaming in physical retail, enhancing the online-offline fusion trend [5]. Supermarket Sector Developments - The supermarket sector is undergoing significant transformations, with a focus on enhancing the freshness of products and introducing new operational concepts [7][9]. - Notable changes include the introduction of a higher proportion of imported goods, an increase in fresh and baked goods, and the implementation of a "fresh" shopping experience in stores like Dailian [7][9]. - Dailian's recent store renovations aim to cater to younger consumers by expanding product offerings, including a significant increase in baked goods and ready-to-eat meals [9]. Challenges and Future Outlook - While many supermarkets are pursuing renovations, the success of these changes will ultimately depend on consumer acceptance and the ability to meet market demands while maintaining competitive pricing [11].