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“牛奶爱马仕”,高端泡沫破了
对于高价的"消费刺客",市场总会给出最直接的回应。 近日,号称"牛奶界爱马仕"的品牌"谢添地"被曝产品价格大幅下跌,此前其主打的产品售价12.8元一盒,明显高于金典、特仑苏等品牌, 今年其在原有产品线基础上推出的新款,最低价格已降至"3元档"。 这是2024年11月才高调走向市场的牛奶品牌,以源自"东北黑土地",选用"全球仅有1%的娟姗牛"、"4.3g/100ml超高蛋白含量"为核心卖 点。母公司越秀辉山为了推广"谢添地",曾集中投入大量资源,赞助综艺节目《声生不息》《妻子的浪漫旅行2025》,广告宣传一度声 势浩大。 然而仅上市一年时间,"谢添地"怎么就高端不动了? 01 从"牛奶界爱马仕"到"3元档" 2024年12月上市之初,"谢添地"主打两款高端产品:4.3g黑土娟姗纯牛乳,每提128元,平均每瓶12.8元;黑土A2纯牛奶,每提78元,平 均每瓶7.8元。 图源谢添地天猫旗舰店 这一价位明显高于市场同类高端产品。金典、特仑苏类似规格的产品,一提售价在50元上下,即便联名限量款一般也不超过百元。 今年下半年,"谢添地"推出了平价产品,单瓶价格降至3元-4元区间。与初代产品相比,这些新品规格略有调整,蛋白 ...
“牛奶爱马仕”,高端泡沫破了
首席商业评论· 2025-12-29 04:07
Core Viewpoint - The article discusses the rapid decline in the market performance of the high-end milk brand "谢添地" (Xie Tiandi), which was initially positioned as a premium product but has seen significant price reductions within a year of its launch, indicating a failure to establish a strong market presence and consumer loyalty [4][11][17]. Group 1: Product Pricing and Market Response - "谢添地" was launched in December 2024 with high-end products priced significantly above competitors, such as 12.8 yuan per bottle for its flagship product, which is much higher than similar products from brands like 金典 (Jindian) and 特仑苏 (Telunsu) [4][6]. - By the second half of the year, "谢添地" introduced lower-priced products, with prices dropping to the 3-4 yuan range per bottle, reflecting a shift in strategy to attract more price-sensitive consumers [6][10]. - The brand's initial high-end products have also seen price cuts, with discounts reported in various channels, indicating a struggle to maintain their premium positioning [9][10]. Group 2: Brand Strategy and Market Positioning - The brand was developed with the intention of replicating the success of "特仑苏," led by a key figure from the original brand's development team, highlighting a strategy focused on high-end market capture [12][14]. - "谢添地" invested heavily in marketing, including sponsorship of popular TV shows, with estimated costs around 80 million yuan for naming rights, aiming to quickly establish brand recognition [16]. - Despite these efforts, the brand faced skepticism from consumers regarding its pricing strategy, with some questioning the justification for its high-end positioning [16][17]. Group 3: Market Challenges and Consumer Perception - The article notes that "谢添地" failed to address a critical question: why consumers should pay a premium for its products, especially in a saturated market where established brands dominate [17][18]. - The Chinese dairy market is highly concentrated, with the top five companies accounting for 91% of the market share, making it difficult for new entrants to gain traction [18]. - The brand's marketing approach has been criticized for being outdated, relying on heavy spending and a narrative of scarcity without delivering real differentiation in product quality or consumer value [19].
“牛奶爱马仕”,高端泡沫破了
凤凰网财经· 2025-12-28 12:36
Core Viewpoint - The article discusses the rapid decline in the pricing and market performance of the high-end milk brand "谢添地," which was initially marketed as the "Hermès of milk" but has now introduced products at significantly lower price points, indicating a failure to establish a sustainable premium brand identity in a competitive market [1][2][12]. Group 1: Pricing Strategy and Market Response - "谢添地" launched with high-end products priced at 128 yuan per case (12.8 yuan per bottle) and 78 yuan per case (7.8 yuan per bottle), which were significantly higher than competitors like 金典 and 特仑苏 [2][4]. - By the second half of the year, "谢添地" introduced lower-priced products, with single bottle prices dropping to the 3-4 yuan range, and some products being sold for as low as 3.3 yuan in physical stores [4][5]. - The initial high-end products have also seen price reductions, with discounts leading to prices as low as 4.47 yuan per bottle, indicating a significant shift in pricing strategy [5][6]. Group 2: Brand Positioning and Market Challenges - The brand was developed with the intention of replicating the success of "特仑苏," led by key figure 白瑛, who previously helped establish the latter brand [7][12]. - Despite heavy marketing investments, including sponsorship of popular TV shows, "谢添地" faced skepticism from consumers regarding its high pricing and perceived value [12][14]. - The brand's attempt to position itself as a premium product has been challenged by the saturated market, where the top five companies dominate 91% of the market share, making it difficult for new entrants to gain traction [12][15]. Group 3: Consumer Perception and Market Dynamics - "谢添地" struggles to justify its premium pricing to consumers, who question the necessity of high-end milk products, especially when basic milk meets their nutritional needs [15]. - The brand's marketing strategy has been criticized for relying on outdated tactics of heavy spending and scarcity narratives without establishing genuine brand loyalty or value [14][15]. - The differentiation claimed by "谢添地," such as its use of "娟姗牛" and A2 milk, is not unique, as similar products are offered by established brands like 伊利 and 光明, undermining its premium positioning [14][15].