Workflow
自有品牌打造
icon
Search documents
跨境电商换轨,卖家走向精细化运营
跨境电商卖家们正焕新升级。 此前,卖家通过亚马逊、Temu等平台出海,更类似于仅提供产品的"供应商"定位;如今,越来越多卖 家转向独立站运营,着手打造自有品牌,从幕后走向台前。商品层面的转变同样显著:跨境电商卖家 从"什么都卖"的杂货工厂模式,转向深耕高价值、轻资产且更贴近消费者心智的细分品类。 海关总署数据显示,2024年我国跨境电商进出口约2.71万亿元,同比增长14%,占外贸总额的6.2%。近 日,全球支付公司PayPal发布的调研结果显示,过去五年间,中国跨境电商行业规模逆势扩张近50%, 展现出强劲韧性。 其中,中小企业占比过半。家居、服装和电子产品作为核心出口品类之外,兴趣类电商及虚拟产品正快 速增长,成为驱动行业规模拓展的重要方向。 新货架:兴趣电商、数字产品崛起 中国中小企业依然占据跨境电商行业主流。调研发现,67%的跨境商户年营业额集中在300万美元以 下,57%的独立站年营业额集中在300万美元以下。 这和他早年见过的"大卖"画风截然不同。"以前去大卖公司,第一眼看不到人,全是巨大仓库,人坐在 货堆里,从直升机模型到梳子什么都卖,本质就是堆货。"严玎直言,如今的玩家正在转向细分品类深 耕, ...
叶国富督战,400亿永辉高调反腐
21世纪经济报道· 2025-07-09 06:15
Core Viewpoint - The article discusses the significant reforms initiated by Ye Guofu at Yonghui Supermarket, focusing on anti-corruption measures and supply chain optimization to enhance retail quality and operational efficiency [1][2][3]. Group 1: Anti-Corruption Measures - Ye Guofu has publicly declared a war against corruption and hidden rules within the supply chain, emphasizing the need for transparency and integrity in supplier relationships [1][5][6]. - The reform plan targets three main areas: clean cooperation, supplier onboarding, and financial settlement, ensuring prompt payments without unnecessary delays or complications [7][10]. - Ye aims to eliminate the traditional practices that have led to corruption, such as requiring suppliers to pay various fees to enter the supermarket channel, which can create a breeding ground for corrupt practices [6][8]. Group 2: Supply Chain Optimization - Under Ye's leadership, Yonghui is focusing on core suppliers by adopting a direct procurement model, reducing intermediaries, and cutting unnecessary costs [11][12]. - The strategy involves retaining only 200 core suppliers to ensure quality and reliability, with Ye personally overseeing these relationships [14][20]. - Yonghui plans to develop 100 billion-level products in collaboration with suppliers over the next three years, aiming for self-branded products to account for 40% of total sales in 3-5 years [24][30]. Group 3: Organizational Restructuring - Ye has initiated a significant restructuring of the internal team, with a shift in board composition and management roles, replacing several long-standing members with new talent from Miniso [16][18]. - The organizational structure is being simplified from a four-tier to a three-tier system to enhance efficiency [27]. - Ye's reform also includes closing underperforming stores, with an estimated 250-350 closures planned for the year [28][32]. Group 4: Performance and Future Outlook - The article notes that Yonghui has begun to see positive changes, with a reported profit of 74.72 million yuan from 41 remodeled stores in the first quarter [30]. - The company is optimistic about its recovery, projecting that by the end of September, 200 remodeled stores will significantly boost overall performance [31][34]. - Despite a loss of 1.465 billion yuan in 2024 and a nearly 20% decrease in revenue in the first quarter, the management believes the reforms will lead to a turnaround [32][33].
-16.67%,颖通控股上市即遇冷?
Sou Hu Cai Jing· 2025-06-26 12:40
Core Viewpoint - The successful listing of Ying Tong Holdings Limited, the first publicly traded perfume company in China, marks a significant milestone in the fragrance industry, despite facing challenges on its debut day with a stock price drop [1][3][25] Company Overview - Ying Tong Holdings was established in 1980 in Hong Kong and has become a leading brand management operator in the fragrance, skincare, makeup, and eyewear sectors over 40 years [3][15] - The company manages a diverse portfolio of 72 external brands, including luxury names like Hermès and Van Cleef & Arpels, along with its own brand, Santa Monica [15][17] Financial Performance - Over the past three years, Ying Tong Holdings has achieved cumulative revenue of 5.6 billion RMB, with a steady growth trajectory from 1.699 billion RMB in FY2023 to an expected 2.083 billion RMB in FY2025, reflecting a CAGR of 10.68% [17][19] - The company reported a net profit of 227 million RMB in FY2025, with a net profit margin of 10.89% [16] Revenue Breakdown - The fragrance segment is the core of Ying Tong Holdings' business, accounting for over 80% of total revenue, with sales of 1.504 billion RMB in FY2023, 1.524 billion RMB in FY2024, and projected 1.688 billion RMB in FY2025 [19][20] - The skincare and makeup segments are growing, with skincare revenue reaching 151.9 million RMB in FY2025, representing a CAGR of approximately 32% [20][21] Market Position and Challenges - The company faces challenges due to its heavy reliance on fragrance sales, which creates an imbalance in business growth and may lead to long-term sustainability issues [18][21] - Ying Tong Holdings is also dependent on international brand licenses, with over 88% of its current brand licenses set to expire within five years, posing a significant risk to its revenue stream [21][23] Industry Outlook - The global perfume market is projected to grow from 709.6 billion RMB in 2023 to 841.1 billion RMB by 2028, with a CAGR of 3.7%, indicating a robust growth potential for the fragrance sector [25] - The Chinese fragrance market is also expanding, with forecasts suggesting it could exceed 53.9 billion RMB by 2028, presenting opportunities for companies like Ying Tong Holdings to capitalize on emerging trends [25]