内容来源：笔记侠（Notesman）。 责编| 贾宁 排版| 五月 第 9266 篇深度好文：6106 字 | 14 分钟阅读 商业思维 笔记君说： 那么，我们如何度过这段注定不会短暂的经济低增期，活下来并实现可长久的利润增长呢？ 让我们把目光看向东方，同样的经济周期，我们的邻国日本也经历过。 从1990年经济泡沫破灭开始，日本社会进入了长达三十年的经济低速增长，这三十年里，日本经历了人口老龄化、家庭少 子化、农村空心化、制造业外流 、社会阶层固化、居民消费意愿低迷、企业投资信心不足等问题。 但就是在这三十年里，日本同样诞生了很多优秀的企业，今天我们要提到的唐吉诃德就是其中之一。 它被称为日本最会赚钱的商店，是日本全国所有3000家上市公司中连续增长35年的公司，没有之一，只有唯一。 今年8月唐吉诃德母公司泛太平洋国际控股（PPIH）的财报显示：唐吉诃德2024年7月到2025年6月，营业收入1.44万亿日 元，同比增长9.6%；利润首次突破1000亿日元大关，达到1038亿日元，同比大增20.7%；同时全年净增37家门店，全球门 店数量达到779家。 唐吉诃德，已是日本第四大零售品牌，仅次于7-Eleven ...

Group 1 - The "ANE Logistics Carnival" was successfully held in Changsha, integrating logistics technology, public welfare, cultural markets, and music performances, attracting numerous citizens and tourists [1] - The event featured six thematic sections, including "Food Market," "Truck Market," and "Coffee Festival," creating a trendy consumption scene for the younger generation [1] - Aneng Logistics connects over 38,000 outlets across more than 1,000 industrial belts in China, facilitating the rapid delivery of agricultural products [1] Group 2 - Aneng Logistics launched a public welfare initiative in collaboration with "Baby Home," transforming 300,000 trucks into mobile information stations to assist in family reunification efforts [2] - The logistics festival aims to raise awareness of the logistics industry's value, emphasizing its role in connecting urban and rural areas and supporting public welfare [2] - Aneng Logistics plans to focus on empowering outlets, creating a cost-effective operational system, and ensuring shared development outcomes with employees, customers, and society [2]

Core Viewpoint - The article emphasizes the importance of understanding business cycles and adapting business models to navigate challenges, highlighting that opportunities exist in every cycle for capable entrepreneurs [4][18]. Group 1: Business Cycle and Growth - The current macroeconomic environment is transitioning from a phase of challenges to a rebound period, with most domestic companies still in the early stages of their lifecycle [4]. - Companies should focus on building business models centered around quality and efficiency, which may not yield immediate results but can lead to long-term sustainability [6]. - The journey of a founder is a lifelong career, requiring them to evolve from product managers to sales directors, and eventually to CEOs and board chairs, each role demanding different skills [8][9][10]. Group 2: Response to Challenges - Post-pandemic, companies have faced increasing pressures, prompting a shift towards a "wartime" transformation strategy, which includes cost reduction and efficiency improvements [11][12]. - The transformation process involves three phases: driving cost reduction within one month, adjusting growth models within one to three months, and redesigning business and organizational models within three to six months [13]. - The introduction of modern management tools from successful companies like Huawei and JD.com is crucial for navigating the competitive landscape [15]. Group 3: Competitive Strategy - In a highly competitive market, achieving total cost leadership is essential for transforming competitive advantages into core competencies and ultimately into a sustainable business model [16]. - The current economic cycle presents challenges, but it is not insurmountable; there are always opportunities for good businesses and excellent entrepreneurs to emerge [17][18]. - The key to thriving through cycles is to understand one's position within the cycle and continuously focus on improving operational capabilities while seizing opportunities for growth [19].

Core Viewpoint - The article discusses the rapid expansion and popularity of the "2 yuan bread" market in China, highlighting both its growth in urban areas and the challenges faced by businesses in this segment [4][5][19]. Group 1: Market Expansion - The "2 yuan bread" phenomenon has transitioned from lower-tier cities to first-tier cities, including popular commercial areas like Tianhe South Road in Guangzhou [5][19]. - New variations of "2 yuan bread" have emerged, including combo meals tailored to customer preferences, such as the "2 yuan beef and pork set" [8]. - The diversity of products has increased, with offerings ranging from milk-flavored toast to health-conscious whole wheat options [9][10]. Group 2: Business Models and Strategies - Some brands have adopted innovative business models, such as "2 yuan self-service bread" stores, which emphasize a fully automated shopping experience [14][16]. - The cost optimization strategies employed by these brands include using lower-cost ingredients and streamlining production processes, resulting in a significant reduction in raw material costs [13][17]. Group 3: Challenges and Risks - Despite the initial success, many "2 yuan bread" stores are facing closure, with reports of high failure rates among franchises due to issues like product quality and lack of innovation [19][20]. - Consumer feedback indicates dissatisfaction with product quality, leading to low repeat purchase rates and negative perceptions of the brand [24]. - The article emphasizes that the low price point does not equate to quality, and many businesses lack the necessary supply chain support to sustain their operations effectively [25][28].

Core Insights - The article emphasizes that achieving cost-effectiveness in the restaurant industry requires a "total cost leadership" strategy rather than merely lowering prices [1][17]. Company Overview - Linchuang Catering Group is investing nearly 600 million yuan to build a 20,000 square meter catering industrial park, which aims to create a closed-loop system from production to store [3][4]. - The industrial park is designed to enhance supply chain efficiency, quality control, and pricing advantages, thereby establishing a sustainable competitive edge for the brand [3][4]. Supply Chain Development - The industrial park includes a comprehensive layout with an office center, smart production factory, intelligent storage center, and logistics system, facilitating management, processing, storage, and distribution [4][6]. - The meat processing workshop can handle 60 tons of ingredients daily, improving output efficiency and quality through automation [4][7]. Cost Reduction and Efficiency - The establishment of the industrial park has already led to a 20% reduction in meat procurement costs, translating to annual savings of approximately 170,000 yuan per store [9][12]. - The cold storage center, capable of holding 300 million yuan worth of frozen ingredients, ensures stable supply and pricing, mitigating the impact of market price fluctuations [10][12]. Market Positioning - Linchuang's brand, Gulu Te, has rapidly expanded its store count from dozens to 300 within a year, leveraging supply chain capabilities rather than just low pricing [14][15]. - The company aims to enhance its supply chain advantages further, achieving a 15%-20% cost optimization for its brands [15][17]. Industry Context - The restaurant industry is facing increased competition and shrinking profit margins, prompting many brands to build their supply chains to maintain competitiveness [3][17]. - The article highlights that merely lowering prices does not create a sustainable advantage; instead, a strategic focus on total cost structure is essential for long-term success [17].