Core Insights - The discount snack market is experiencing explosive growth, with a market size increase from 40.8 billion to 1045.9 billion from 2019 to 2024, driven by young consumers [4][12] - The competitive landscape is intensifying, with major players like Meituan, JD, and Hema entering the market, putting pressure on traditional discount brands like Haote Mai [2][10] - Haote Mai, once a leading brand with nearly 1,000 stores, is now facing store closures and strategic contraction due to fierce competition and market challenges [1][2] Market Dynamics - The number of discount snack stores in China has surpassed 45,000, reflecting a growth of over 460% since 2022, indicating a rapidly expanding market driven by young consumers [12] - The demographic of consumers purchasing near-expiry products is predominantly young adults aged 19-35, who make up 65.5% of this market segment [13] - The market is projected to exceed 1500 billion by 2027, highlighting the potential for continued growth in the discount snack sector [13] Pricing and Product Quality - Many products in discount stores like Haote Mai are not significantly cheaper than those in regular supermarkets, with some items priced higher than their non-expired counterparts [3][4] - Consumer complaints regarding product quality, including issues with expired or moldy snacks, have been prevalent, indicating potential risks to brand reputation [6] - The low pricing strategy of discount snacks is largely based on selling near-expiry products and reducing supply chain costs, allowing for prices that are 20%-30% lower than traditional supermarkets [10] Competitive Landscape - The rapid expansion of brands like Zhao Yi Ming and Huan Huan has led to a significant increase in store numbers, with Zhao Yi Ming and other brands growing from 1,902 stores in 2022 to over 15,000 by mid-2025 [13] - The intense competition has resulted in some brands, including Haote Mai, closing stores and halting new franchise agreements to manage crisis situations [12][13] - The reliance on low prices and rapid expansion may not be sustainable, suggesting a need for brands to focus on product quality and supply chain optimization to build consumer trust [12]

1元一包的薯片、1.5元一瓶的可乐、19.9元的零食盲盒……折扣零食店的低价噱头随处可见。 12月24日，21世纪经济报道记者走访发现，近期卷入闭店风波的好特卖门店满眼都是"骨折 价"商品，但细究之下，多款产品价格优势并不明显，部分商品售价甚至高于非临期款。 记者同时留意到，折扣零食店正上演狂奔式扩张，密度堪比奶茶店。在广州部分高校周边， 200米内扎堆三家门店。 一边是量贩零食千亿市场的爆发式增长，一边是头部品牌的闭店收缩，折扣零食赛道的竞争究 竟有多白热化？所谓 "低价" 的背后，又暗藏着怎样的生存逻辑？ 被曝多地关店？曾经的千店巨头好特卖也"跑不动了" 记者丨陆秀 编辑丨江佩霞 据华夏时报报道，知名折扣零食品牌好特卖被传出在长沙、杭州、北京等核心城市陆续关店的 信息，且部分城市已不接受新加盟商加入。 在社交媒体平台上，的确有不少用户发帖表示附近商圈的好特卖门店关闭，不过同时也有好特 卖门店闭店是与搬迁有关。 好特卖线下门店情况 12月24日，21世纪经济报道记者走访好特卖某线下门店时，正值晚高峰时段。周边商铺陆续迎 来下班客流，店内逐渐热闹起来，反观好特卖店内却显得格外冷清。记者驻足观察的半小时 内，仅 ...