生意增长。 数据显示，仅7月，有395个非餐品牌商家在淘宝闪购月成交突破百万、66个品牌突破千万；截至9月， 已有美的、追觅、倍轻松、安热沙等260家品牌天猫旗舰店接入淘宝闪购，范围覆盖3C数码、美妆个 护、运动户外、服饰、百货、母婴、宠物等多个品类。 10月15日至11月14日，88VIP用户进入闪购频道，每日专享两个5折红包；"双11"期间，88VIP还将解锁 折上再打95折等福利。整个"双11"周期，用户搜索"闪购双11"进入活动页面，即可抢超1000万份免单红 包，并天天都有机会抢免单。 此外，淘金币玩法打通闪购。用户在淘金币频道下单闪购订单，即送 500 淘金币，如果实付金额大于 30 元，则赠送1000 淘金币。 淘宝闪购自4月上线以来增长迅猛，最新财报显示，8月前三周淘宝闪购带动淘宝App的月度活跃消费者 同比增长25%。品牌官方货源、30分钟达的即时消费体验，也让加入淘宝闪购的品牌商家获得了显著的 深圳商报·读创客户端首席记者 陈小慧 淘宝闪购"双11"来了！记者注意到，淘宝闪购放出"双11"大招：88VIP点外卖天天享5折，免单红包数量 超1000万份。据悉，今年淘宝闪购首次参与天猫"双11 ...

Group 1 - Hema Fresh announced an ambitious expansion plan to add nearly 100 new stores and expand its business coverage to over 50 new cities within the fiscal year, aiming to surpass 500 total stores [1] - CEO Yan Xiaolei expressed confidence in the vast potential of China's domestic consumption market, emphasizing the core mission of meeting consumer demands for a better life and the importance of quality products and excellent service as key competitive advantages [1] - In the past year, Hema adjusted its business focus to concentrate on Hema Fresh and community discount stores, gradually exiting exploratory projects like X membership stores, leading to rapid expansion in cities such as Taizhou, Suzhou, Tianjin, Tangshan, and Suining [1] Group 2 - Hema ranked among the top three in the "2024 China Supermarket Top 100 List," marking a new growth phase and solidifying its position as a benchmark enterprise in China's retail sector [2] - Since opening its first store in Shanghai in 2016, Hema Fresh has redefined supermarket standards with its unique offerings, including seafood, short-shelf-life fresh products, quick-cook meals, self-checkout, and an integrated online-offline business model [2] - As of the end of March this year, Hema had established over 420 stores across more than 50 cities in regions such as North China, East China, South China, and Southwest China, demonstrating strong market appeal and brand influence [2]

Core Insights - Hema plans to open nearly 100 new stores within the fiscal year, expanding to over 50 cities, resulting in a total of more than 500 stores [1] - The CEO emphasizes the company's commitment to meeting the growing consumer demand for quality living, focusing on user-centric operations and maintaining high standards in products and services [1] - Hema has shifted its focus to its main business formats, Hema Fresh and community discount stores, while exiting exploratory projects like X membership stores [1] - The company has experienced a "first store effect" in various cities, injecting new consumer vitality and improving its operational performance [1] - Hema's GMV for the fiscal year 2025 is projected to exceed 75 billion yuan, marking its first year of profitability with over 420 Hema Fresh stores in operation [1] - Hema ranked among the top three in the "2024 China Supermarket Top 100" list, indicating its entry into a new growth cycle and solidifying its status as a benchmark in the Chinese retail sector [1][2] Company Overview - Since opening its first store in Shanghai in 2016, Hema Fresh has defined a new generation of supermarkets with features like seafood, short-shelf-life fresh produce, ready-to-cook meals, self-checkout, and an integrated online-offline business model [2] - Hema Fresh currently operates over 420 stores across more than 50 cities in regions including North China, East China, South China, and Southwest China as of the end of March this year [2]

Core Viewpoint - White Elephant is facing multiple challenges, including a trademark controversy and issues with its pricing strategy, which have led to a trust crisis among consumers and distributors [1][3][4]. Trademark Controversy - The packaging of White Elephant's "Duoban" series still displays "Duoban" as a registered trademark, despite consumer concerns about potential misleading advertising [3][4]. - White Elephant issued an apology and explained that the "Duoban" products were intended to differentiate larger portion sizes from regular ones, but acknowledged the confusion caused [3][4]. - The company announced plans to rename the "Duoban" series and cease production of the original packaging within the month [3][4]. Pricing Issues - There is a discrepancy between online retail prices and offline distributor prices, with some distributors reporting losses due to identical pricing [5][6]. - A distributor noted that the costs associated with logistics and storage often lead to losses for offline distributors, although not all distributors are affected [5][6]. - Analysts suggest that the lack of a balanced pricing strategy between online and offline channels could harm distributor relationships and market stability [6][8]. Channel Strategy - White Elephant has shifted its focus towards online sales, which previously accounted for less than 5% of revenue in 2019, but has since become a priority [7][8]. - The company established an independent e-commerce entity and has been actively engaging in various online platforms to enhance its digital presence [7][8]. - Despite the growth in online sales, balancing the pricing strategy between online and offline channels remains a critical issue for the company's future [8].

文 | 邢初 编辑 | 何子维 视觉 | 诺言 一头利落的短发，戴着墨镜，弹着吉他，在舞台上摇滚范十足——随着《浪姐6》的热播，一位姐姐多 次登上热搜——她就是蒋一侨，香飘飘创始人蒋建琪的千金。 蒋一侨的出现预示着，20年前的"茶饮鼻祖"香飘飘正在高调重回公众视线。 而不久前，在号称"中国最贵"的四川成都春熙路，一家"香飘飘奶茶线下店"开业活动引发关注。多名身 高模样出众的年轻男店员，站在店外迎客。 更引人瞩目的是，成都门店开业之前，香飘飘发布了店员招聘信息， 要求"身高 180cm以上、空乘专业 优先、气质形象佳"。 香飘飘门店的年轻店员们/图源：社交媒体截图 开业当天，门店秒变"男模秀场"。帅哥店员冲泡奶茶时，被人们围得水泄不通。 成都并不是香飘飘开设第一个线下店的城市。今年初，香飘飘"地球首家奶茶店"在杭州西湖畔的湖滨银 泰开业，虽然只运营20多天，但第一天就大排长龙，店面浪漫有格调，泡茶师帅气吸睛。 这些容貌出众的年轻男性，在现场做的并不是现制调配奶茶，而是用茶包进行泡制。要知道，作为中国 杯装奶茶鼻祖，香飘飘做的就是植脂末冲泡的"奶茶"，原本是没有茶叶的。 历来以冲泡勾兑奶茶为特色的香飘飘，一时间喊 ...