渠道合作

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美团给京东医美发补贴了
Hua Er Jie Jian Wen· 2025-07-29 10:41
京东自营医美在渠道端出现了更多进展。 信风独家获悉,京东自营医美诊所已在美团APP客户端渠道上线。 这也意味着,即便是强如京东这样的流量大厂,在自营医美的获客上也不得不借助美团在本地生活的强大统御力来铺货拓客。 据了解,京东自营医美诊所在美团APP上的名称为"京东自营美容皮肤科(亦庄店)",该门店是京东医美旗下的首家自营医美诊所。 这或许也预示着京东与美团之间掀起激烈的外卖大战的同时,双方仍然在更多领域具有渠道合作的可能。 当然这不是京东与美团的首度合作,目前京东便利店、京东养车等门店目前都在美团APP上营业。 信风注意到,京东自营医美诊所的不少产品都获得了美团的补贴。例如美团对磨皮水光肌套餐、M22超光子产品等产品均各补贴了50元。 在美团的补贴下,京东自营医美诊所部分产品套餐在美团APP上的价格甚至低于其在京东APP上的自营价格。 例如同样是京东自营医美诊所的磨皮水光肌套餐,美团、京东的价格分别为948元、998元。 距结束 02 天 08 小时 16 分 【磨皮水光肌套餐】M22超光子 + 海月兰 ... 消费 1 ¥948 |8.7折 ¥1098 美团补贴 |共省¥150 > ○ 随时退 ( △i 精 ...
胖东来“拯救”酒鬼酒?
Sou Hu Cai Jing· 2025-07-20 10:35
Core Viewpoint - The collaboration between the founder of Pang Donglai and Jiu Gui Jiu has sparked significant market interest, leading to a notable increase in Jiu Gui Jiu's stock price despite a substantial decline in its financial performance [2][3]. Group 1: Stock Performance - Following the announcement of the collaboration, Jiu Gui Jiu's stock price rose by 18.73% by July 16, while no other liquor stocks exceeded a 10% increase during the same period [2]. - The best-performing liquor stock, Luzhou Laojiao, only saw a 6.98% increase in the same timeframe, highlighting Jiu Gui Jiu's exceptional market attention [2]. Group 2: Financial Performance - Jiu Gui Jiu's half-year earnings forecast revealed a projected revenue of only 560 million yuan, representing a year-on-year decline of 43% [2]. - The net profit is expected to be between 8 million and 12 million yuan, reflecting a staggering year-on-year drop of 90% to 93%, marking a ten-year low for the company [2]. Group 3: Industry Challenges - The significant decline in Jiu Gui Jiu's performance is attributed to multiple factors, including intense competition from major liquor brands, rapid channel expansion leading to high inventory levels, and a lag in brand marketing strategy compared to industry leaders [3]. - The current market environment is characterized by inventory reduction and price stabilization efforts, which have further pressured smaller liquor companies like Jiu Gui Jiu [3]. Group 4: Market Outlook - The market remains optimistic about the collaboration with Pang Donglai, primarily due to the success of the "Freedom Love" product previously launched with Baofeng Liquor, which achieved sales of 400 million yuan last year [3][4]. - Analysts believe that leveraging Pang Donglai's high customer traffic and brand influence could help Jiu Gui Jiu overcome its sales challenges, although long-term brand strength remains to be validated [4].