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从50个快消新锐逆袭样本中,看见中国消费的真实面向
后浪研究所· 2025-09-18 09:52
Core Insights - The article highlights the evolving landscape of consumer behavior in China, emphasizing a shift from a focus on low prices to a preference for brand and quality, as evidenced by the CBI index and CBI500 list [2][5][17] Group 1: Consumer Trends - The CBI index has shown a consistent upward trend over the past nine quarters, indicating that brand and quality remain important to consumers [2][5] - The latest CBI500 list reveals that during major promotional events like the 618 shopping festival, consumers are increasingly choosing quality products over low-priced items, suggesting a shift in consumer loyalty [5][26] - The emergence of new consumer brands reflects a collective trend where domestic brands are no longer just low-cost alternatives but are competing on technology and cultural value [15][17] Group 2: Fast-Moving Consumer Goods (FMCG) Insights - The newly introduced "Fast-Moving New Brands List" captures the essence of consumer trends, showing that brands relying solely on traffic-driven strategies are losing ground [3][4] - The list emphasizes the importance of continuous product innovation and the ability to engage high-value consumers for sustained growth [4][8] - The ranking system for the new brands focuses on five dimensions: market opportunity, novelty, recognition, reputation, and loyalty, rather than just sales volume [8] Group 3: Brand Strategies - Successful brands are finding unique niches and establishing long-term relationships with consumers, moving away from reliance on single promotional strategies [9][12] - Brands like "海龟爸爸" and "至本" illustrate different strategies, such as focusing on niche markets and building sustainable practices to enhance customer loyalty [10][11] - Emotional connection and cultural resonance are becoming critical competitive advantages, as seen with brands like "独特艾琳" that transform everyday products into meaningful experiences [12] Group 4: Market Dynamics - The rise of new brands is not isolated; it reflects a broader phenomenon where domestic brands are gaining strength in R&D, distribution, and narrative [13][14] - Cities like Hefei and Zhengzhou are emerging as new centers for brand development, indicating a shift in market focus from traditional major cities [26] - The investment landscape is also changing, with a growing interest in brands that demonstrate long-term potential rather than those that rely on short-term gains [26][27]